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ROBERT L LOBERG MONEY PURCHASE PLAN 401k Plan overview

Plan NameROBERT L LOBERG MONEY PURCHASE PLAN
Plan identification number 001

ROBERT L LOBERG MONEY PURCHASE PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • Profit-sharing
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Plan covering Self-Employed individuals.
  • Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

ROBERT L LOBERG has sponsored the creation of one or more 401k plans.

Company Name:ROBERT L LOBERG
Employer identification number (EIN):391502341
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROBERT L LOBERG MONEY PURCHASE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012011-01-01ROBERT LOBERG
0012010-01-01ROBERT LOBERG
0012009-01-01ROBERT LOBERG
0012009-01-01ROBERT LOBERG

Plan Statistics for ROBERT L LOBERG MONEY PURCHASE PLAN

401k plan membership statisitcs for ROBERT L LOBERG MONEY PURCHASE PLAN

Measure Date Value
2011: ROBERT L LOBERG MONEY PURCHASE PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-015
Total number of active participants reported on line 7a of the Form 55002011-01-014
Number of other retired or separated participants entitled to future benefits2011-01-011
Total of all active and inactive participants2011-01-015
Total participants2011-01-015
2010: ROBERT L LOBERG MONEY PURCHASE PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-013
Total number of active participants reported on line 7a of the Form 55002010-01-014
Total of all active and inactive participants2010-01-014
Total participants2010-01-014
2009: ROBERT L LOBERG MONEY PURCHASE PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-013
Total number of active participants reported on line 7a of the Form 55002009-01-013
Total of all active and inactive participants2009-01-013
Total participants2009-01-013

Financial Data on ROBERT L LOBERG MONEY PURCHASE PLAN

Measure Date Value
2011 : ROBERT L LOBERG MONEY PURCHASE PLAN 2011 401k financial data
Total income from all sources2011-12-31$31,592
Expenses. Total of all expenses incurred2011-12-31$20
Total plan assets at end of year2011-12-31$590,645
Total plan assets at beginning of year2011-12-31$559,073
Other income received2011-12-31$-878
Net income (gross income less expenses)2011-12-31$31,572
Net plan assets at end of year (total assets less liabilities)2011-12-31$590,645
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$559,073
Total contributions received or receivable from employer(s)2011-12-31$32,470
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$20
2010 : ROBERT L LOBERG MONEY PURCHASE PLAN 2010 401k financial data
Total income from all sources2010-12-31$50,378
Expenses. Total of all expenses incurred2010-12-31$30
Total plan assets at end of year2010-12-31$559,073
Total plan assets at beginning of year2010-12-31$508,725
Other income received2010-12-31$22,588
Net income (gross income less expenses)2010-12-31$50,348
Net plan assets at end of year (total assets less liabilities)2010-12-31$559,073
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$508,725
Total contributions received or receivable from employer(s)2010-12-31$27,790
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$30

Form 5500 Responses for ROBERT L LOBERG MONEY PURCHASE PLAN

2011: ROBERT L LOBERG MONEY PURCHASE PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: ROBERT L LOBERG MONEY PURCHASE PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: ROBERT L LOBERG MONEY PURCHASE PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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