DAVID G. ROBERT, A PC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan DAVID G. ROBERT, A PC RETIREMENT PLAN
401k plan membership statisitcs for DAVID G. ROBERT, A PC RETIREMENT PLAN
| Measure | Date | Value |
|---|
| 2012: DAVID G. ROBERT, A PC RETIREMENT PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-03-01 | 1 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-03-01 | 1 |
| Total of all active and inactive participants | 2012-03-01 | 1 |
| Total participants | 2012-03-01 | 1 |
| 2011: DAVID G. ROBERT, A PC RETIREMENT PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-03-01 | 1 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-03-01 | 1 |
| Number of retired or separated participants receiving benefits | 2011-03-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2011-03-01 | 0 |
| Total of all active and inactive participants | 2011-03-01 | 1 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-03-01 | 0 |
| Total participants | 2011-03-01 | 1 |
| Number of participants with account balances | 2011-03-01 | 1 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-03-01 | 0 |
| 2010: DAVID G. ROBERT, A PC RETIREMENT PLAN 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-03-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-03-01 | 1 |
| Number of retired or separated participants receiving benefits | 2010-03-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2010-03-01 | 0 |
| Total of all active and inactive participants | 2010-03-01 | 1 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-03-01 | 0 |
| Total participants | 2010-03-01 | 1 |
| Number of participants with account balances | 2010-03-01 | 1 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-03-01 | 0 |
| 2009: DAVID G. ROBERT, A PC RETIREMENT PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-03-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-03-01 | 3 |
| Number of retired or separated participants receiving benefits | 2009-03-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2009-03-01 | 0 |
| Total of all active and inactive participants | 2009-03-01 | 3 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-03-01 | 0 |
| Total participants | 2009-03-01 | 3 |
| Number of participants with account balances | 2009-03-01 | 3 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-03-01 | 0 |
| Measure | Date | Value |
|---|
| 2013 : DAVID G. ROBERT, A PC RETIREMENT PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-02-28 | $-32,253 |
| Expenses. Total of all expenses incurred | 2013-02-28 | $79,500 |
| Benefits paid (including direct rollovers) | 2013-02-28 | $79,500 |
| Total plan assets at end of year | 2013-02-28 | $1,492,143 |
| Total plan assets at beginning of year | 2013-02-28 | $1,603,896 |
| Assets. Value of loans (other than to participants) | 2013-02-28 | $196,000 |
| Other income received | 2013-02-28 | $-32,253 |
| Net income (gross income less expenses) | 2013-02-28 | $-111,753 |
| Net plan assets at end of year (total assets less liabilities) | 2013-02-28 | $1,492,143 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-02-28 | $1,603,896 |
| Assets. Value of assets in partnership/joint-venture interests | 2013-02-28 | $992,833 |
| Minimum employer required contribution for this plan year | 2013-02-28 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2013-02-28 | $0 |
| 2012 : DAVID G. ROBERT, A PC RETIREMENT PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-02-29 | $-29,449 |
| Total plan assets at end of year | 2012-02-29 | $1,603,896 |
| Total plan assets at beginning of year | 2012-02-29 | $1,633,345 |
| Value of fidelity bond covering the plan | 2012-02-29 | $500,000 |
| Assets. Value of loans (other than to participants) | 2012-02-29 | $313,000 |
| Other income received | 2012-02-29 | $-29,449 |
| Net income (gross income less expenses) | 2012-02-29 | $-29,449 |
| Net plan assets at end of year (total assets less liabilities) | 2012-02-29 | $1,603,896 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-02-29 | $1,633,345 |
| Assets. Value of assets in partnership/joint-venture interests | 2012-02-29 | $992,833 |
| Funding deficiency by the employer to the plan for this plan year | 2012-02-29 | $0 |
| Minimum employer required contribution for this plan year | 2012-02-29 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2012-02-29 | $0 |
| 2011 : DAVID G. ROBERT, A PC RETIREMENT PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-02-28 | $-29,127 |
| Expenses. Total of all expenses incurred | 2011-02-28 | $161,500 |
| Benefits paid (including direct rollovers) | 2011-02-28 | $161,500 |
| Total plan assets at end of year | 2011-02-28 | $1,633,345 |
| Total plan assets at beginning of year | 2011-02-28 | $1,823,972 |
| Value of fidelity bond covering the plan | 2011-02-28 | $500,000 |
| Assets. Value of loans (other than to participants) | 2011-02-28 | $363,000 |
| Other income received | 2011-02-28 | $-29,127 |
| Net income (gross income less expenses) | 2011-02-28 | $-190,627 |
| Net plan assets at end of year (total assets less liabilities) | 2011-02-28 | $1,633,345 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-02-28 | $1,823,972 |
| Assets. Value of assets in partnership/joint-venture interests | 2011-02-28 | $992,833 |
| 2012: DAVID G. ROBERT, A PC RETIREMENT PLAN 2012 form 5500 responses |
|---|
| 2012-03-01 | Type of plan entity | Single employer plan |
| 2012-03-01 | Submission has been amended | No |
| 2012-03-01 | This submission is the final filing | No |
| 2012-03-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-03-01 | Plan is a collectively bargained plan | No |
| 2012-03-01 | Plan funding arrangement – Trust | Yes |
| 2012-03-01 | Plan benefit arrangement - Trust | Yes |
| 2011: DAVID G. ROBERT, A PC RETIREMENT PLAN 2011 form 5500 responses |
|---|
| 2011-03-01 | Type of plan entity | Single employer plan |
| 2011-03-01 | Submission has been amended | No |
| 2011-03-01 | This submission is the final filing | No |
| 2011-03-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-03-01 | Plan is a collectively bargained plan | No |
| 2011-03-01 | Plan funding arrangement – Trust | Yes |
| 2011-03-01 | Plan benefit arrangement - Trust | Yes |
| 2010: DAVID G. ROBERT, A PC RETIREMENT PLAN 2010 form 5500 responses |
|---|
| 2010-03-01 | Type of plan entity | Single employer plan |
| 2010-03-01 | Submission has been amended | No |
| 2010-03-01 | This submission is the final filing | No |
| 2010-03-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2010-03-01 | Plan is a collectively bargained plan | No |
| 2010-03-01 | Plan funding arrangement – Trust | Yes |
| 2010-03-01 | Plan benefit arrangement - Trust | Yes |
| 2009: DAVID G. ROBERT, A PC RETIREMENT PLAN 2009 form 5500 responses |
|---|
| 2009-03-01 | Type of plan entity | Single employer plan |
| 2009-03-01 | Submission has been amended | No |
| 2009-03-01 | This submission is the final filing | No |
| 2009-03-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-03-01 | Plan is a collectively bargained plan | No |
| 2009-03-01 | Plan funding arrangement – Trust | Yes |
| 2009-03-01 | Plan benefit arrangement - Trust | Yes |
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