Plan Name | ROBINSON & ASSOCIATES, P.C., PROFIT SHARING PLAN AND TRUST |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | ROBINSON & ASSOCIATES, P.C. |
Employer identification number (EIN): | 363093207 |
NAIC Classification: | 621111 |
NAIC Description: | Offices of Physicians (except Mental Health Specialists) |
Additional information about ROBINSON & ASSOCIATES, P.C.
Jurisdiction of Incorporation: | New York Department of State |
Incorporation Date: | 2002-12-13 |
Company Identification Number: | 2845185 |
Legal Registered Office Address: |
35 ROOSEVELT AVENUE2 Nassau SYOSSET United States of America (USA) 11791 |
More information about ROBINSON & ASSOCIATES, P.C.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2019-11-01 | JOSEPH MATHEU | 2020-12-11 | JOSEPH MATHEU | 2020-12-11 |
001 | 2018-11-01 | ||||
001 | 2017-11-01 | ||||
001 | 2016-11-01 | JOSEPH MATHEU | JOSEPH MATHEU | 2018-02-21 | |
001 | 2015-11-01 | JOSEPH MATHEU | JOSEPH MATHEU | 2017-03-07 | |
001 | 2014-11-01 | JOSEPH MATHEU | JOSEPH MATHEU | 2016-05-19 | |
001 | 2013-11-01 | JOSEPH MATHEU, DO | JOSEPH MATHEU, DO | 2015-02-16 | |
001 | 2012-11-01 | JOSEPH MATHEU, DO | JOSEPH MATHEU, DO | 2014-07-24 | |
001 | 2011-11-01 | JOSEPH MATHEU, DO | JOSEPH MATHEU, DO | 2013-06-26 | |
001 | 2009-11-01 | JOSEPH MATHEU, DO | JOSEPH MATHEU, DO | 2011-02-21 | |
001 | 2008-11-01 |
Measure | Date | Value |
---|---|---|
2018: ROBINSON & ASSOCIATES, P.C., PROFIT SHARING PLAN AND TRUST 2018 401k membership | ||
Total participants, beginning-of-year | 2018-11-01 | 1 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-11-01 | 1 |
Total of all active and inactive participants | 2018-11-01 | 1 |
Total participants | 2018-11-01 | 1 |
Number of participants with account balances | 2018-11-01 | 1 |
2017: ROBINSON & ASSOCIATES, P.C., PROFIT SHARING PLAN AND TRUST 2017 401k membership | ||
Total participants, beginning-of-year | 2017-11-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-11-01 | 1 |
Number of retired or separated participants receiving benefits | 2017-11-01 | 0 |
Total of all active and inactive participants | 2017-11-01 | 1 |
Total participants | 2017-11-01 | 1 |
Number of participants with account balances | 2017-11-01 | 1 |
2016: ROBINSON & ASSOCIATES, P.C., PROFIT SHARING PLAN AND TRUST 2016 401k membership | ||
Total participants, beginning-of-year | 2016-11-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-11-01 | 3 |
Total of all active and inactive participants | 2016-11-01 | 3 |
Total participants | 2016-11-01 | 3 |
Number of participants with account balances | 2016-11-01 | 3 |
2015: ROBINSON & ASSOCIATES, P.C., PROFIT SHARING PLAN AND TRUST 2015 401k membership | ||
Total participants, beginning-of-year | 2015-11-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-11-01 | 3 |
Total of all active and inactive participants | 2015-11-01 | 3 |
Total participants | 2015-11-01 | 3 |
2014: ROBINSON & ASSOCIATES, P.C., PROFIT SHARING PLAN AND TRUST 2014 401k membership | ||
Total participants, beginning-of-year | 2014-11-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-11-01 | 3 |
Total of all active and inactive participants | 2014-11-01 | 3 |
Total participants | 2014-11-01 | 3 |
Number of participants with account balances | 2014-11-01 | 3 |
2013: ROBINSON & ASSOCIATES, P.C., PROFIT SHARING PLAN AND TRUST 2013 401k membership | ||
Total participants, beginning-of-year | 2013-11-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-11-01 | 3 |
Total of all active and inactive participants | 2013-11-01 | 3 |
Total participants | 2013-11-01 | 3 |
Number of participants with account balances | 2013-11-01 | 3 |
2012: ROBINSON & ASSOCIATES, P.C., PROFIT SHARING PLAN AND TRUST 2012 401k membership | ||
Total participants, beginning-of-year | 2012-11-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-11-01 | 3 |
Total of all active and inactive participants | 2012-11-01 | 3 |
Total participants | 2012-11-01 | 3 |
Number of participants with account balances | 2012-11-01 | 3 |
2011: ROBINSON & ASSOCIATES, P.C., PROFIT SHARING PLAN AND TRUST 2011 401k membership | ||
Total participants, beginning-of-year | 2011-11-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-11-01 | 3 |
Total of all active and inactive participants | 2011-11-01 | 3 |
Total participants | 2011-11-01 | 3 |
Number of participants with account balances | 2011-11-01 | 3 |
2009: ROBINSON & ASSOCIATES, P.C., PROFIT SHARING PLAN AND TRUST 2009 401k membership | ||
Total participants, beginning-of-year | 2009-11-01 | 5 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-11-01 | 3 |
Number of other retired or separated participants entitled to future benefits | 2009-11-01 | 2 |
Total of all active and inactive participants | 2009-11-01 | 5 |
Total participants | 2009-11-01 | 5 |
Number of participants with account balances | 2009-11-01 | 5 |
Measure | Date | Value |
---|---|---|
2019 : ROBINSON & ASSOCIATES, P.C., PROFIT SHARING PLAN AND TRUST 2019 401k financial data | ||
Total income from all sources | 2019-10-31 | $39,913 |
Expenses. Total of all expenses incurred | 2019-10-31 | $131,372 |
Benefits paid (including direct rollovers) | 2019-10-31 | $126,000 |
Total plan assets at end of year | 2019-10-31 | $434,938 |
Total plan assets at beginning of year | 2019-10-31 | $526,397 |
Value of fidelity bond covering the plan | 2019-10-31 | $100,000 |
Expenses. Other expenses not covered elsewhere | 2019-10-31 | $5,372 |
Other income received | 2019-10-31 | $39,913 |
Noncash contributions received | 2019-10-31 | $0 |
Net income (gross income less expenses) | 2019-10-31 | $-91,459 |
Net plan assets at end of year (total assets less liabilities) | 2019-10-31 | $434,938 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-10-31 | $526,397 |
Assets. Value of participant loans | 2019-10-31 | $19,212 |
2017 : ROBINSON & ASSOCIATES, P.C., PROFIT SHARING PLAN AND TRUST 2017 401k financial data | ||
Total income from all sources | 2017-10-31 | $137,498 |
Expenses. Total of all expenses incurred | 2017-10-31 | $11,130 |
Total plan assets at end of year | 2017-10-31 | $971,845 |
Total plan assets at beginning of year | 2017-10-31 | $845,477 |
Value of fidelity bond covering the plan | 2017-10-31 | $100,000 |
Expenses. Other expenses not covered elsewhere | 2017-10-31 | $11,130 |
Other income received | 2017-10-31 | $137,498 |
Net income (gross income less expenses) | 2017-10-31 | $126,368 |
Net plan assets at end of year (total assets less liabilities) | 2017-10-31 | $971,845 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-10-31 | $845,477 |
Assets. Value of participant loans | 2017-10-31 | $43,098 |
2016 : ROBINSON & ASSOCIATES, P.C., PROFIT SHARING PLAN AND TRUST 2016 401k financial data | ||
Total income from all sources | 2016-10-31 | $29,437 |
Expenses. Total of all expenses incurred | 2016-10-31 | $35,784 |
Benefits paid (including direct rollovers) | 2016-10-31 | $25,400 |
Total plan assets at end of year | 2016-10-31 | $845,477 |
Total plan assets at beginning of year | 2016-10-31 | $851,824 |
Value of fidelity bond covering the plan | 2016-10-31 | $100,000 |
Expenses. Other expenses not covered elsewhere | 2016-10-31 | $0 |
Other income received | 2016-10-31 | $29,437 |
Net income (gross income less expenses) | 2016-10-31 | $-6,347 |
Net plan assets at end of year (total assets less liabilities) | 2016-10-31 | $845,477 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-10-31 | $851,824 |
Assets. Value of participant loans | 2016-10-31 | $14,803 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2016-10-31 | $10,384 |
2015 : ROBINSON & ASSOCIATES, P.C., PROFIT SHARING PLAN AND TRUST 2015 401k financial data | ||
Total income from all sources | 2015-10-31 | $-418 |
Expenses. Total of all expenses incurred | 2015-10-31 | $67,007 |
Benefits paid (including direct rollovers) | 2015-10-31 | $56,500 |
Total plan assets at end of year | 2015-10-31 | $851,824 |
Total plan assets at beginning of year | 2015-10-31 | $919,249 |
Value of fidelity bond covering the plan | 2015-10-31 | $100,000 |
Other income received | 2015-10-31 | $-418 |
Net income (gross income less expenses) | 2015-10-31 | $-67,425 |
Net plan assets at end of year (total assets less liabilities) | 2015-10-31 | $851,824 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-10-31 | $919,249 |
Assets. Value of participant loans | 2015-10-31 | $13,268 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2015-10-31 | $10,507 |
2014 : ROBINSON & ASSOCIATES, P.C., PROFIT SHARING PLAN AND TRUST 2014 401k financial data | ||
Total income from all sources | 2014-10-31 | $64,573 |
Expenses. Total of all expenses incurred | 2014-10-31 | $33,020 |
Benefits paid (including direct rollovers) | 2014-10-31 | $21,838 |
Total plan assets at end of year | 2014-10-31 | $919,249 |
Total plan assets at beginning of year | 2014-10-31 | $887,696 |
Value of fidelity bond covering the plan | 2014-10-31 | $100,000 |
Expenses. Other expenses not covered elsewhere | 2014-10-31 | $0 |
Other income received | 2014-10-31 | $64,573 |
Net income (gross income less expenses) | 2014-10-31 | $31,553 |
Net plan assets at end of year (total assets less liabilities) | 2014-10-31 | $919,249 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-10-31 | $887,696 |
Assets. Value of participant loans | 2014-10-31 | $5,201 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2014-10-31 | $11,182 |
2013 : ROBINSON & ASSOCIATES, P.C., PROFIT SHARING PLAN AND TRUST 2013 401k financial data | ||
Total income from all sources | 2013-10-31 | $131,366 |
Expenses. Total of all expenses incurred | 2013-10-31 | $10,019 |
Total plan assets at end of year | 2013-10-31 | $887,696 |
Total plan assets at beginning of year | 2013-10-31 | $766,349 |
Value of fidelity bond covering the plan | 2013-10-31 | $90,000 |
Expenses. Other expenses not covered elsewhere | 2013-10-31 | $10,019 |
Other income received | 2013-10-31 | $131,366 |
Net income (gross income less expenses) | 2013-10-31 | $121,347 |
Net plan assets at end of year (total assets less liabilities) | 2013-10-31 | $887,696 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-10-31 | $766,349 |
Assets. Value of participant loans | 2013-10-31 | $12,623 |
2012 : ROBINSON & ASSOCIATES, P.C., PROFIT SHARING PLAN AND TRUST 2012 401k financial data | ||
Total income from all sources | 2012-10-31 | $76,483 |
Expenses. Total of all expenses incurred | 2012-10-31 | $0 |
Total plan assets at end of year | 2012-10-31 | $766,349 |
Total plan assets at beginning of year | 2012-10-31 | $689,866 |
Value of fidelity bond covering the plan | 2012-10-31 | $90,000 |
Other income received | 2012-10-31 | $61,483 |
Net income (gross income less expenses) | 2012-10-31 | $76,483 |
Net plan assets at end of year (total assets less liabilities) | 2012-10-31 | $766,349 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-10-31 | $689,866 |
Assets. Value of participant loans | 2012-10-31 | $9,146 |
Total contributions received or receivable from employer(s) | 2012-10-31 | $15,000 |
2011 : ROBINSON & ASSOCIATES, P.C., PROFIT SHARING PLAN AND TRUST 2011 401k financial data | ||
Total income from all sources | 2011-10-31 | $45,757 |
Expenses. Total of all expenses incurred | 2011-10-31 | $613,002 |
Benefits paid (including direct rollovers) | 2011-10-31 | $613,002 |
Total plan assets at end of year | 2011-10-31 | $689,866 |
Total plan assets at beginning of year | 2011-10-31 | $1,257,111 |
Value of fidelity bond covering the plan | 2011-10-31 | $70,000 |
Other income received | 2011-10-31 | $45,757 |
Net income (gross income less expenses) | 2011-10-31 | $-567,245 |
Net plan assets at end of year (total assets less liabilities) | 2011-10-31 | $689,866 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-10-31 | $1,257,111 |
Assets. Value of participant loans | 2011-10-31 | $19,943 |
2018: ROBINSON & ASSOCIATES, P.C., PROFIT SHARING PLAN AND TRUST 2018 form 5500 responses | ||
---|---|---|
2018-11-01 | Type of plan entity | Single employer plan |
2018-11-01 | Submission has been amended | No |
2018-11-01 | This submission is the final filing | No |
2018-11-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-11-01 | Plan is a collectively bargained plan | No |
2018-11-01 | Plan funding arrangement – Trust | Yes |
2018-11-01 | Plan benefit arrangement - Trust | Yes |
2017: ROBINSON & ASSOCIATES, P.C., PROFIT SHARING PLAN AND TRUST 2017 form 5500 responses | ||
2017-11-01 | Type of plan entity | Single employer plan |
2017-11-01 | Submission has been amended | No |
2017-11-01 | This submission is the final filing | No |
2017-11-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-11-01 | Plan is a collectively bargained plan | No |
2017-11-01 | Plan funding arrangement – Trust | Yes |
2017-11-01 | Plan benefit arrangement - Trust | Yes |
2016: ROBINSON & ASSOCIATES, P.C., PROFIT SHARING PLAN AND TRUST 2016 form 5500 responses | ||
2016-11-01 | Type of plan entity | Single employer plan |
2016-11-01 | Submission has been amended | No |
2016-11-01 | This submission is the final filing | No |
2016-11-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-11-01 | Plan is a collectively bargained plan | No |
2016-11-01 | Plan funding arrangement – Trust | Yes |
2016-11-01 | Plan benefit arrangement - Trust | Yes |
2015: ROBINSON & ASSOCIATES, P.C., PROFIT SHARING PLAN AND TRUST 2015 form 5500 responses | ||
2015-11-01 | Type of plan entity | Single employer plan |
2015-11-01 | Submission has been amended | No |
2015-11-01 | This submission is the final filing | No |
2015-11-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-11-01 | Plan is a collectively bargained plan | No |
2015-11-01 | Plan funding arrangement – Trust | Yes |
2015-11-01 | Plan benefit arrangement - Trust | Yes |
2014: ROBINSON & ASSOCIATES, P.C., PROFIT SHARING PLAN AND TRUST 2014 form 5500 responses | ||
2014-11-01 | Type of plan entity | Single employer plan |
2014-11-01 | Submission has been amended | No |
2014-11-01 | This submission is the final filing | No |
2014-11-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-11-01 | Plan is a collectively bargained plan | No |
2014-11-01 | Plan funding arrangement – Trust | Yes |
2014-11-01 | Plan benefit arrangement - Trust | Yes |
2013: ROBINSON & ASSOCIATES, P.C., PROFIT SHARING PLAN AND TRUST 2013 form 5500 responses | ||
2013-11-01 | Type of plan entity | Single employer plan |
2013-11-01 | Submission has been amended | No |
2013-11-01 | This submission is the final filing | No |
2013-11-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-11-01 | Plan is a collectively bargained plan | No |
2013-11-01 | Plan funding arrangement – Trust | Yes |
2013-11-01 | Plan benefit arrangement - Trust | Yes |
2012: ROBINSON & ASSOCIATES, P.C., PROFIT SHARING PLAN AND TRUST 2012 form 5500 responses | ||
2012-11-01 | Type of plan entity | Single employer plan |
2012-11-01 | Submission has been amended | No |
2012-11-01 | This submission is the final filing | No |
2012-11-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-11-01 | Plan is a collectively bargained plan | No |
2012-11-01 | Plan funding arrangement – Trust | Yes |
2012-11-01 | Plan benefit arrangement - Trust | Yes |
2011: ROBINSON & ASSOCIATES, P.C., PROFIT SHARING PLAN AND TRUST 2011 form 5500 responses | ||
2011-11-01 | Type of plan entity | Single employer plan |
2011-11-01 | Submission has been amended | No |
2011-11-01 | This submission is the final filing | No |
2011-11-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-11-01 | Plan is a collectively bargained plan | No |
2011-11-01 | Plan funding arrangement – Trust | Yes |
2011-11-01 | Plan benefit arrangement - Trust | Yes |
2009: ROBINSON & ASSOCIATES, P.C., PROFIT SHARING PLAN AND TRUST 2009 form 5500 responses | ||
2009-11-01 | Type of plan entity | Single employer plan |
2009-11-01 | Submission has been amended | No |
2009-11-01 | This submission is the final filing | No |
2009-11-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-11-01 | Plan is a collectively bargained plan | No |
2009-11-01 | Plan funding arrangement – Trust | Yes |
2009-11-01 | Plan benefit arrangement - Trust | Yes |
2008: ROBINSON & ASSOCIATES, P.C., PROFIT SHARING PLAN AND TRUST 2008 form 5500 responses | ||
2008-11-01 | Type of plan entity | Single employer plan |
2008-11-01 | Submission has been amended | No |
2008-11-01 | This submission is the final filing | No |
2008-11-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2008-11-01 | Plan is a collectively bargained plan | No |