401k Plan data: ROBINSON & GERALDO 401(K) PROFIT SHARING PLAN plan

ROBINSON & GERALDO 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	ROBINSON & GERALDO 401(K) PROFIT SHARING PLAN
Plan identification number	001

ROBINSON & GERALDO 401(K) PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
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.
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.
Participant-directed brokerage accounts provided as an investment option under the plan.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
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

ROBINSON & GERALDO, P.C. has sponsored the creation of one or more 401k plans.

Company Name: ROBINSON & GERALDO, P.C.

Employer identification number (EIN): 521663926

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROBINSON & GERALDO 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 MANUEL GERALDO 2024-07-26 MANUEL GERALDO 2024-07-26
001 2022-01-01 MANUEL GERALDO 2023-07-31 MANUEL GERALDO 2023-07-31
001 2021-01-01 MANUEL GERALDO 2022-10-04
001 2020-01-01 MANUEL GERALDO 2021-07-30 MANUEL GERALDO 2021-07-30
001 2019-01-01 MANUEL R GERALDO 2020-07-31 MANUEL R GERALDO 2020-07-31
001 2018-01-01 MANUEL GERALDO 2019-08-01
001 2017-01-01 MANUEL GERALDO 2018-07-30
001 2016-01-01 CLAUDIA MEJIA 2017-07-28
001 2015-01-01 MANUEL R GERALDO
001 2014-01-01 MANUEL R GERALDO
001 2013-01-01 MANUEL R GERALDO
001 2012-01-01 MANUEL GERALDO
001 2012-01-01 MANUEL GERALDO
001 2011-01-01 MANUEL GERALDO 2012-07-31
001 2010-01-01 ROBINSON GERALDO 2011-06-22

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	MANUEL GERALDO	2024-07-26	MANUEL GERALDO	2024-07-26
001	2022-01-01	MANUEL GERALDO	2023-07-31	MANUEL GERALDO	2023-07-31
001	2021-01-01	MANUEL GERALDO	2022-10-04
001	2020-01-01	MANUEL GERALDO	2021-07-30	MANUEL GERALDO	2021-07-30
001	2019-01-01	MANUEL R GERALDO	2020-07-31	MANUEL R GERALDO	2020-07-31
001	2018-01-01	MANUEL GERALDO	2019-08-01
001	2017-01-01	MANUEL GERALDO	2018-07-30
001	2016-01-01	CLAUDIA MEJIA	2017-07-28
001	2015-01-01	MANUEL R GERALDO
001	2014-01-01	MANUEL R GERALDO
001	2013-01-01	MANUEL R GERALDO
001	2012-01-01	MANUEL GERALDO
001	2012-01-01	MANUEL GERALDO
001	2011-01-01	MANUEL GERALDO	2012-07-31
001	2010-01-01	ROBINSON GERALDO	2011-06-22

Plan Statistics for ROBINSON & GERALDO 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for ROBINSON & GERALDO 401(K) PROFIT SHARING PLAN

Measure Date Value
2015: ROBINSON & GERALDO 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 3
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 3
Number of participants with account balances 2015-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: ROBINSON & GERALDO 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 3
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 3
Number of participants with account balances 2014-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: ROBINSON & GERALDO 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 4
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 0
Total of all active and inactive participants 2013-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 4
Number of participants with account balances 2013-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: ROBINSON & GERALDO 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 4
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 0
Total of all active and inactive participants 2012-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 4
Number of participants with account balances 2012-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0

Measure	Date	Value
2015: ROBINSON & GERALDO 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	3
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	3
Number of participants with account balances	2015-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: ROBINSON & GERALDO 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	3
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	3
Number of participants with account balances	2014-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: ROBINSON & GERALDO 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	4
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	0
Total of all active and inactive participants	2013-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	4
Number of participants with account balances	2013-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: ROBINSON & GERALDO 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	4
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	4
Number of participants with account balances	2012-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0

Financial Data on ROBINSON & GERALDO 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2015 : ROBINSON & GERALDO 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$17,909
Expenses. Total of all expenses incurred	2015-12-31	$0
Total plan assets at end of year	2015-12-31	$352,294
Total plan assets at beginning of year	2015-12-31	$334,385
Value of fidelity bond covering the plan	2015-12-31	$65,000
Total contributions received or receivable from participants	2015-12-31	$16,021
Other income received	2015-12-31	$-4,897
Net income (gross income less expenses)	2015-12-31	$17,909
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$352,294
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$334,385
Assets. Value of participant loans	2015-12-31	$13,813
Total contributions received or receivable from employer(s)	2015-12-31	$6,785
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : ROBINSON & GERALDO 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$45,791
Expenses. Total of all expenses incurred	2014-12-31	$5,466
Benefits paid (including direct rollovers)	2014-12-31	$5,466
Total plan assets at end of year	2014-12-31	$334,385
Total plan assets at beginning of year	2014-12-31	$294,060
Value of fidelity bond covering the plan	2014-12-31	$65,000
Total contributions received or receivable from participants	2014-12-31	$18,031
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$19,597
Net income (gross income less expenses)	2014-12-31	$40,325
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$334,385
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$294,060
Assets. Value of participant loans	2014-12-31	$3,157
Total contributions received or receivable from employer(s)	2014-12-31	$8,163
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2014-12-31	$0
Minimum employer required contribution for this plan year	2014-12-31	$0
Amount contributed by the employer to the plan for this plan year	2014-12-31	$0
2013 : ROBINSON & GERALDO 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$77,399
Expenses. Total of all expenses incurred	2013-12-31	$0
Benefits paid (including direct rollovers)	2013-12-31	$0
Total plan assets at end of year	2013-12-31	$294,060
Total plan assets at beginning of year	2013-12-31	$216,661
Value of fidelity bond covering the plan	2013-12-31	$65,000
Total contributions received or receivable from participants	2013-12-31	$19,323
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$50,146
Net income (gross income less expenses)	2013-12-31	$77,399
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$294,060
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$216,661
Assets. Value of participant loans	2013-12-31	$980
Total contributions received or receivable from employer(s)	2013-12-31	$7,930
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
2012 : ROBINSON & GERALDO 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$59,005
Expenses. Total of all expenses incurred	2012-12-31	$6
Benefits paid (including direct rollovers)	2012-12-31	$0
Total plan assets at end of year	2012-12-31	$216,661
Total plan assets at beginning of year	2012-12-31	$157,662
Value of fidelity bond covering the plan	2012-12-31	$65,000
Total contributions received or receivable from participants	2012-12-31	$15,515
Expenses. Other expenses not covered elsewhere	2012-12-31	$6
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$34,571
Net income (gross income less expenses)	2012-12-31	$58,999
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$216,661
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$157,662
Assets. Value of participant loans	2012-12-31	$0
Total contributions received or receivable from employer(s)	2012-12-31	$8,919
Value of certain deemed distributions of participant loans	2012-12-31	$0
Value of corrective distributions	2012-12-31	$0

Form 5500 Responses for ROBINSON & GERALDO 401(K) PROFIT SHARING PLAN

2015: ROBINSON & GERALDO 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: ROBINSON & GERALDO 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: ROBINSON & GERALDO 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: ROBINSON & GERALDO 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	ROBINSON & GERALDO, P.C.
Employer identification number (EIN):	521663926
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers