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ROBERT A. KLINGLER CO LPA PROFIT SHARING PLAN 401k Plan overview

Plan NameROBERT A. KLINGLER CO LPA PROFIT SHARING PLAN
Plan identification number 002

ROBERT A. KLINGLER CO LPA PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

ROBERT A. KLINGLER CO LPA has sponsored the creation of one or more 401k plans.

Company Name:ROBERT A. KLINGLER CO LPA
Employer identification number (EIN):311417929
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROBERT A. KLINGLER CO LPA PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01
0022016-01-01
0022015-01-01ROBERT KLINGLER2016-08-30 ROBERT KLINGLER2016-08-30
0022014-01-01ROBERT KLINGLER2015-06-29 ROBERT KLINGLER2015-06-29
0022013-01-01ROBERT KLINGLER2014-06-02 ROBERT KLINGLER2014-06-02
0022012-01-01ROBERT KLINGLER2013-08-15 ROBERT KLINGLER2013-08-15
0022011-01-01ROBERT KLINGLER2012-09-11 ROBERT KLINGLER2012-09-11
0022010-01-01ROBERT KLINGLER ROBERT KLINGLER2011-09-07
0022009-01-01ROBERT KLINGLER ROBERT KLINGLER2010-09-10

Plan Statistics for ROBERT A. KLINGLER CO LPA PROFIT SHARING PLAN

401k plan membership statisitcs for ROBERT A. KLINGLER CO LPA PROFIT SHARING PLAN

Measure Date Value
2010: ROBERT A. KLINGLER CO LPA PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-012
Total number of active participants reported on line 7a of the Form 55002010-01-013
Total of all active and inactive participants2010-01-013
Total participants2010-01-013
Number of participants with account balances2010-01-013
2009: ROBERT A. KLINGLER CO LPA PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-013
Total number of active participants reported on line 7a of the Form 55002009-01-012
Total of all active and inactive participants2009-01-012
Total participants2009-01-012
Number of participants with account balances2009-01-012

Financial Data on ROBERT A. KLINGLER CO LPA PROFIT SHARING PLAN

Measure Date Value
2010 : ROBERT A. KLINGLER CO LPA PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$156,875
Total plan assets at end of year2010-12-31$962,855
Total plan assets at beginning of year2010-12-31$805,980
Value of fidelity bond covering the plan2010-12-31$100,000
Total contributions received or receivable from participants2010-12-31$22,000
Other income received2010-12-31$96,628
Net income (gross income less expenses)2010-12-31$156,875
Net plan assets at end of year (total assets less liabilities)2010-12-31$962,855
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$805,980
Total contributions received or receivable from employer(s)2010-12-31$38,247

Form 5500 Responses for ROBERT A. KLINGLER CO LPA PROFIT SHARING PLAN

2010: ROBERT A. KLINGLER CO LPA PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: ROBERT A. KLINGLER CO LPA PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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