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ROBERT D. GREER, CPA, AN ACCOUNTANCY CORPORATION DEFINED BENEFIT PENSION PLAN 401k Plan overview

Plan NameROBERT D. GREER, CPA, AN ACCOUNTANCY CORPORATION DEFINED BENEFIT PENSION PLAN
Plan identification number 001

ROBERT D. GREER, CPA, AN ACCOUNTANCY CORPORATION DEFINED BENEFIT PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
  • Plan covering Self-Employed individuals.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

ROBERT D. GREER, CPA, AN ACCOUNTANCY CORPORATION has sponsored the creation of one or more 401k plans.

Company Name:ROBERT D. GREER, CPA, AN ACCOUNTANCY CORPORATION
Employer identification number (EIN):542101372
NAIC Classification:541211
NAIC Description:Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROBERT D. GREER, CPA, AN ACCOUNTANCY CORPORATION DEFINED BENEFIT PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012013-01-01MARLENE GREER
0012012-01-01MARLENE GREER
0012011-01-01MARLENE GREER2012-08-15
0012010-01-01ROBERT D. GREER2011-10-07
0012009-01-01ROBERT D. GREER, CPA, AN ACCT CORP

Plan Statistics for ROBERT D. GREER, CPA, AN ACCOUNTANCY CORPORATION DEFINED BENEFIT PENSION PLAN

401k plan membership statisitcs for ROBERT D. GREER, CPA, AN ACCOUNTANCY CORPORATION DEFINED BENEFIT PENSION PLAN

Measure Date Value
2013: ROBERT D. GREER, CPA, AN ACCOUNTANCY CORPORATION DEFINED BENEFIT PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-014
Total number of active participants reported on line 7a of the Form 55002013-01-010
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-010
Number of participants with account balances2013-01-010
2012: ROBERT D. GREER, CPA, AN ACCOUNTANCY CORPORATION DEFINED BENEFIT PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-014
Total number of active participants reported on line 7a of the Form 55002012-01-011
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-012
Total of all active and inactive participants2012-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-014
2009: ROBERT D. GREER, CPA, AN ACCOUNTANCY CORPORATION DEFINED BENEFIT PENSION 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
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on ROBERT D. GREER, CPA, AN ACCOUNTANCY CORPORATION DEFINED BENEFIT PENSION PLAN

Measure Date Value
2013 : ROBERT D. GREER, CPA, AN ACCOUNTANCY CORPORATION DEFINED BENEFIT PENSION PLAN 2013 401k financial data
Transfers to/from the plan2013-08-15$0
Total plan liabilities at end of year2013-08-15$0
Total plan liabilities at beginning of year2013-08-15$0
Total income from all sources2013-08-15$165,527
Expenses. Total of all expenses incurred2013-08-15$2,327,338
Benefits paid (including direct rollovers)2013-08-15$2,319,648
Total plan assets at end of year2013-08-15$0
Total plan assets at beginning of year2013-08-15$2,161,811
Value of fidelity bond covering the plan2013-08-15$230,000
Total contributions received or receivable from participants2013-08-15$0
Assets. Value of loans (other than to participants)2013-08-15$0
Expenses. Other expenses not covered elsewhere2013-08-15$0
Contributions received from other sources (not participants or employers)2013-08-15$0
Other income received2013-08-15$165,527
Noncash contributions received2013-08-15$0
Net income (gross income less expenses)2013-08-15$-2,161,811
Net plan assets at end of year (total assets less liabilities)2013-08-15$0
Net plan assets at beginning of year (total assets less liabilities)2013-08-15$2,161,811
Total contributions received or receivable from employer(s)2013-08-15$0
Value of certain deemed distributions of participant loans2013-08-15$0
Value of corrective distributions2013-08-15$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-08-15$7,690
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-08-15$0
2012 : ROBERT D. GREER, CPA, AN ACCOUNTANCY CORPORATION DEFINED BENEFIT PENSION PLAN 2012 401k financial data
Transfers to/from the plan2012-12-31$0
Total plan liabilities at end of year2012-12-31$0
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$160,215
Expenses. Total of all expenses incurred2012-12-31$4,762
Benefits paid (including direct rollovers)2012-12-31$0
Total plan assets at end of year2012-12-31$2,161,811
Total plan assets at beginning of year2012-12-31$2,006,358
Value of fidelity bond covering the plan2012-12-31$230,000
Total contributions received or receivable from participants2012-12-31$0
Assets. Value of loans (other than to participants)2012-12-31$152,161
Expenses. Other expenses not covered elsewhere2012-12-31$648
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$160,215
Noncash contributions received2012-12-31$0
Net income (gross income less expenses)2012-12-31$155,453
Net plan assets at end of year (total assets less liabilities)2012-12-31$2,161,811
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$2,006,358
Total contributions received or receivable from employer(s)2012-12-31$0
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$4,114
2009 : ROBERT D. GREER, CPA, AN ACCOUNTANCY CORPORATION DEFINED BENEFIT PENSION PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for ROBERT D. GREER, CPA, AN ACCOUNTANCY CORPORATION DEFINED BENEFIT PENSION PLAN

2013: ROBERT D. GREER, CPA, AN ACCOUNTANCY CORPORATION DEFINED BENEFIT PENSION PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01This submission is the final filingYes
2013-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: ROBERT D. GREER, CPA, AN ACCOUNTANCY CORPORATION DEFINED BENEFIT PENSION PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2009: ROBERT D. GREER, CPA, AN ACCOUNTANCY CORPORATION DEFINED BENEFIT PENSION PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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