401k Plan data: ROBERT L. SHAFER & ASSOCIATES, P.A. PROFIT SHARING PLAN AND TRUST plan

ROBERT L. SHAFER & ASSOCIATES, P.A. PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan Name	ROBERT L. SHAFER & ASSOCIATES, P.A. PROFIT SHARING PLAN AND TRUST
Plan identification number	001

ROBERT L. SHAFER & ASSOCIATES, P.A. PROFIT SHARING PLAN AND TRUST Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
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

ROBERT L. SHAFER & ASSOCIATES, PA has sponsored the creation of one or more 401k plans.

Company Name: ROBERT L. SHAFER & ASSOCIATES, PA

Employer identification number (EIN): 593428113

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Additional information about ROBERT L. SHAFER & ASSOCIATES, PA

Jurisdiction of Incorporation: Florida Department of State Division of Corporations

Incorporation Date: 1997-01-02

Company Identification Number: P97000001693

Legal Registered Office Address: 106 N PEARL ST.

JACKSONVILLE

32202

More information about ROBERT L. SHAFER & ASSOCIATES, PA

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROBERT L. SHAFER & ASSOCIATES, P.A. PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 ROBERT L. SHAFER
001 2016-01-01 ROBERT L. SHAFER
001 2015-01-01
001 2014-01-01 ROBERT L. SHAFER
001 2013-01-01 CINDY B BOHN
001 2012-01-01 ROBERT L. SHAFER 2013-07-08 ROBERT L. SHAFER 2013-07-08
001 2011-01-01 ROBERT L. SHAFER 2012-02-13 ROBERT L. SHAFER 2012-02-13
001 2010-01-01 ROBERT L. SHAFER 2011-06-27 ROBERT L. SHAFER 2011-06-27
001 2009-01-01 ROBERT L. SHAFER ROBERT L. SHAFER 2010-07-08

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01	ROBERT L. SHAFER
001	2016-01-01	ROBERT L. SHAFER
001	2015-01-01
001	2014-01-01	ROBERT L. SHAFER
001	2013-01-01	CINDY B BOHN
001	2012-01-01	ROBERT L. SHAFER	2013-07-08	ROBERT L. SHAFER	2013-07-08
001	2011-01-01	ROBERT L. SHAFER	2012-02-13	ROBERT L. SHAFER	2012-02-13
001	2010-01-01	ROBERT L. SHAFER	2011-06-27	ROBERT L. SHAFER	2011-06-27
001	2009-01-01	ROBERT L. SHAFER		ROBERT L. SHAFER	2010-07-08

Plan Statistics for ROBERT L. SHAFER & ASSOCIATES, P.A. PROFIT SHARING PLAN AND TRUST

401k plan membership statisitcs for ROBERT L. SHAFER & ASSOCIATES, P.A. PROFIT SHARING PLAN AND TRUST

Measure Date Value
2020: ROBERT L. SHAFER & ASSOCIATES, P.A. PROFIT SHARING PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year 2020-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 0
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 0
Total of all active and inactive participants 2020-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 0
Number of participants with account balances 2020-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 1
2019: ROBERT L. SHAFER & ASSOCIATES, P.A. PROFIT SHARING PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year 2019-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 5
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 1
Total of all active and inactive participants 2019-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 6
Number of participants with account balances 2019-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: ROBERT L. SHAFER & ASSOCIATES, P.A. PROFIT SHARING PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year 2018-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 5
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 1
Total of all active and inactive participants 2018-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 6
Number of participants with account balances 2018-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: ROBERT L. SHAFER & ASSOCIATES, P.A. PROFIT SHARING PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year 2017-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 6
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 0
Total of all active and inactive participants 2017-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 6
Number of participants with account balances 2017-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: ROBERT L. SHAFER & ASSOCIATES, P.A. PROFIT SHARING PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year 2016-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 6
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 0
Total of all active and inactive participants 2016-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 6
Number of participants with account balances 2016-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 1
2015: ROBERT L. SHAFER & ASSOCIATES, P.A. PROFIT SHARING PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year 2015-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 5
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 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 5
Number of participants with account balances 2015-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: ROBERT L. SHAFER & ASSOCIATES, P.A. PROFIT SHARING PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year 2014-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 5
Number of retired or separated participants receiving benefits 2014-01-01 1
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 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 6
Number of participants with account balances 2014-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: ROBERT L. SHAFER & ASSOCIATES, P.A. PROFIT SHARING PLAN AND TRUST 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 1
Total of all active and inactive participants 2013-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 5
Number of participants with account balances 2013-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: ROBERT L. SHAFER & ASSOCIATES, P.A. PROFIT SHARING PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year 2012-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 3
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 1
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 1
2011: ROBERT L. SHAFER & ASSOCIATES, P.A. PROFIT SHARING PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year 2011-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 5
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 0
Total of all active and inactive participants 2011-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 5
Number of participants with account balances 2011-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: ROBERT L. SHAFER & ASSOCIATES, P.A. PROFIT SHARING PLAN AND TRUST 2010 401k membership
Total participants, beginning-of-year 2010-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 5
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 0
Total of all active and inactive participants 2010-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 5
Number of participants with account balances 2010-01-01 5
2009: ROBERT L. SHAFER & ASSOCIATES, P.A. PROFIT SHARING PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year 2009-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 4
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 0
Total of all active and inactive participants 2009-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 4
Number of participants with account balances 2009-01-01 4

Measure	Date	Value
2020: ROBERT L. SHAFER & ASSOCIATES, P.A. PROFIT SHARING PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year	2020-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	0
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	0
Total of all active and inactive participants	2020-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	0
Number of participants with account balances	2020-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	1
2019: ROBERT L. SHAFER & ASSOCIATES, P.A. PROFIT SHARING PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year	2019-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	5
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	1
Total of all active and inactive participants	2019-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	6
Number of participants with account balances	2019-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: ROBERT L. SHAFER & ASSOCIATES, P.A. PROFIT SHARING PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year	2018-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	5
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	1
Total of all active and inactive participants	2018-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	6
Number of participants with account balances	2018-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: ROBERT L. SHAFER & ASSOCIATES, P.A. PROFIT SHARING PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year	2017-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	6
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	0
Total of all active and inactive participants	2017-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	6
Number of participants with account balances	2017-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: ROBERT L. SHAFER & ASSOCIATES, P.A. PROFIT SHARING PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year	2016-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	6
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	0
Total of all active and inactive participants	2016-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	6
Number of participants with account balances	2016-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	1
2015: ROBERT L. SHAFER & ASSOCIATES, P.A. PROFIT SHARING PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year	2015-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	5
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	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	5
Number of participants with account balances	2015-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: ROBERT L. SHAFER & ASSOCIATES, P.A. PROFIT SHARING PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year	2014-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	5
Number of retired or separated participants receiving benefits	2014-01-01	1
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	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	6
Number of participants with account balances	2014-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: ROBERT L. SHAFER & ASSOCIATES, P.A. PROFIT SHARING PLAN AND TRUST 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	1
Total of all active and inactive participants	2013-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	5
Number of participants with account balances	2013-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: ROBERT L. SHAFER & ASSOCIATES, P.A. PROFIT SHARING PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year	2012-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	3
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	1
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	1
2011: ROBERT L. SHAFER & ASSOCIATES, P.A. PROFIT SHARING PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year	2011-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	5
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	0
Total of all active and inactive participants	2011-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	5
Number of participants with account balances	2011-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: ROBERT L. SHAFER & ASSOCIATES, P.A. PROFIT SHARING PLAN AND TRUST 2010 401k membership
Total participants, beginning-of-year	2010-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	5
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	0
Total of all active and inactive participants	2010-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	5
Number of participants with account balances	2010-01-01	5
2009: ROBERT L. SHAFER & ASSOCIATES, P.A. PROFIT SHARING PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year	2009-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	4
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	0
Total of all active and inactive participants	2009-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	4
Number of participants with account balances	2009-01-01	4

Financial Data on ROBERT L. SHAFER & ASSOCIATES, P.A. PROFIT SHARING PLAN AND TRUST

Measure	Date	Value
2020 : ROBERT L. SHAFER & ASSOCIATES, P.A. PROFIT SHARING PLAN AND TRUST 2020 401k financial data
Total plan liabilities at end of year	2020-12-31	$0
Total plan liabilities at beginning of year	2020-12-31	$0
Total income from all sources	2020-12-31	$16,222
Expenses. Total of all expenses incurred	2020-12-31	$1,545,987
Benefits paid (including direct rollovers)	2020-12-31	$1,537,991
Total plan assets at end of year	2020-12-31	$0
Total plan assets at beginning of year	2020-12-31	$1,529,765
Other income received	2020-12-31	$16,222
Net income (gross income less expenses)	2020-12-31	$-1,529,765
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$1,529,765
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$7,996
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
2019 : ROBERT L. SHAFER & ASSOCIATES, P.A. PROFIT SHARING PLAN AND TRUST 2019 401k financial data
Transfers to/from the plan	2019-12-31	$226,305
Total plan liabilities at end of year	2019-12-31	$0
Total plan liabilities at beginning of year	2019-12-31	$0
Total income from all sources	2019-12-31	$183,250
Expenses. Total of all expenses incurred	2019-12-31	$7,515
Total plan assets at end of year	2019-12-31	$1,529,765
Total plan assets at beginning of year	2019-12-31	$1,127,725
Other income received	2019-12-31	$153,250
Net income (gross income less expenses)	2019-12-31	$175,735
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$1,529,765
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$1,127,725
Total contributions received or receivable from employer(s)	2019-12-31	$30,000
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$7,515
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
2018 : ROBERT L. SHAFER & ASSOCIATES, P.A. PROFIT SHARING PLAN AND TRUST 2018 401k financial data
Total plan liabilities at end of year	2018-12-31	$0
Total plan liabilities at beginning of year	2018-12-31	$0
Total income from all sources	2018-12-31	$71,091
Expenses. Total of all expenses incurred	2018-12-31	$10,495
Total plan assets at end of year	2018-12-31	$1,127,725
Total plan assets at beginning of year	2018-12-31	$1,067,129
Other income received	2018-12-31	$3,531
Net income (gross income less expenses)	2018-12-31	$60,596
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$1,127,725
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$1,067,129
Total contributions received or receivable from employer(s)	2018-12-31	$67,560
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$10,495
2017 : ROBERT L. SHAFER & ASSOCIATES, P.A. PROFIT SHARING PLAN AND TRUST 2017 401k financial data
Total income from all sources	2017-12-31	$96,521
Expenses. Total of all expenses incurred	2017-12-31	$21,362
Benefits paid (including direct rollovers)	2017-12-31	$11,468
Total plan assets at end of year	2017-12-31	$1,067,129
Total plan assets at beginning of year	2017-12-31	$991,970
Other income received	2017-12-31	$29,520
Net income (gross income less expenses)	2017-12-31	$75,159
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$1,067,129
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$991,970
Total contributions received or receivable from employer(s)	2017-12-31	$67,001
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$9,894
2016 : ROBERT L. SHAFER & ASSOCIATES, P.A. PROFIT SHARING PLAN AND TRUST 2016 401k financial data
Total income from all sources	2016-12-31	$91,823
Expenses. Total of all expenses incurred	2016-12-31	$8,194
Total plan assets at end of year	2016-12-31	$991,970
Total plan assets at beginning of year	2016-12-31	$908,341
Other income received	2016-12-31	$21,625
Net income (gross income less expenses)	2016-12-31	$83,629
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$991,970
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$908,341
Total contributions received or receivable from employer(s)	2016-12-31	$70,198
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$8,194
2015 : ROBERT L. SHAFER & ASSOCIATES, P.A. PROFIT SHARING PLAN AND TRUST 2015 401k financial data
Total income from all sources	2015-12-31	$68,177
Expenses. Total of all expenses incurred	2015-12-31	$8,137
Total plan assets at end of year	2015-12-31	$908,341
Total plan assets at beginning of year	2015-12-31	$848,301
Other income received	2015-12-31	$-1,859
Net income (gross income less expenses)	2015-12-31	$60,040
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$908,341
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$848,301
Total contributions received or receivable from employer(s)	2015-12-31	$70,036
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$8,137
2014 : ROBERT L. SHAFER & ASSOCIATES, P.A. PROFIT SHARING PLAN AND TRUST 2014 401k financial data
Total income from all sources	2014-12-31	$75,498
Expenses. Total of all expenses incurred	2014-12-31	$7,118
Benefits paid (including direct rollovers)	2014-12-31	$194
Total plan assets at end of year	2014-12-31	$848,301
Total plan assets at beginning of year	2014-12-31	$779,921
Other income received	2014-12-31	$7,704
Net income (gross income less expenses)	2014-12-31	$68,380
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$848,301
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$779,921
Total contributions received or receivable from employer(s)	2014-12-31	$67,794
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$6,924
2013 : ROBERT L. SHAFER & ASSOCIATES, P.A. PROFIT SHARING PLAN AND TRUST 2013 401k financial data
Total income from all sources	2013-12-31	$72,843
Expenses. Total of all expenses incurred	2013-12-31	$15,978
Benefits paid (including direct rollovers)	2013-12-31	$10,190
Total plan assets at end of year	2013-12-31	$779,921
Total plan assets at beginning of year	2013-12-31	$723,056
Other income received	2013-12-31	$10,698
Net income (gross income less expenses)	2013-12-31	$56,865
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$779,921
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$723,056
Total contributions received or receivable from employer(s)	2013-12-31	$62,145
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$5,788
2012 : ROBERT L. SHAFER & ASSOCIATES, P.A. PROFIT SHARING PLAN AND TRUST 2012 401k financial data
Total income from all sources	2012-12-31	$64,960
Expenses. Total of all expenses incurred	2012-12-31	$18,836
Benefits paid (including direct rollovers)	2012-12-31	$13,309
Total plan assets at end of year	2012-12-31	$723,056
Total plan assets at beginning of year	2012-12-31	$676,932
Other income received	2012-12-31	$8,861
Net income (gross income less expenses)	2012-12-31	$46,124
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$723,056
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$676,932
Total contributions received or receivable from employer(s)	2012-12-31	$56,099
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$5,527
2011 : ROBERT L. SHAFER & ASSOCIATES, P.A. PROFIT SHARING PLAN AND TRUST 2011 401k financial data
Total income from all sources	2011-12-31	$62,190
Expenses. Total of all expenses incurred	2011-12-31	$3,844
Total plan assets at end of year	2011-12-31	$676,932
Total plan assets at beginning of year	2011-12-31	$618,586
Other income received	2011-12-31	$1,385
Net income (gross income less expenses)	2011-12-31	$58,346
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$676,932
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$618,586
Total contributions received or receivable from employer(s)	2011-12-31	$60,805
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$3,844
2010 : ROBERT L. SHAFER & ASSOCIATES, P.A. PROFIT SHARING PLAN AND TRUST 2010 401k financial data
Total income from all sources	2010-12-31	$64,344
Total plan assets at end of year	2010-12-31	$618,586
Total plan assets at beginning of year	2010-12-31	$554,242
Other income received	2010-12-31	$4,447
Net income (gross income less expenses)	2010-12-31	$64,344
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$618,586
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$554,242
Total contributions received or receivable from employer(s)	2010-12-31	$59,897

Form 5500 Responses for ROBERT L. SHAFER & ASSOCIATES, P.A. PROFIT SHARING PLAN AND TRUST

2020: ROBERT L. SHAFER & ASSOCIATES, P.A. PROFIT SHARING PLAN AND TRUST 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	Yes
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: ROBERT L. SHAFER & ASSOCIATES, P.A. PROFIT SHARING PLAN AND TRUST 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: ROBERT L. SHAFER & ASSOCIATES, P.A. PROFIT SHARING PLAN AND TRUST 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: ROBERT L. SHAFER & ASSOCIATES, P.A. PROFIT SHARING PLAN AND TRUST 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: ROBERT L. SHAFER & ASSOCIATES, P.A. PROFIT SHARING PLAN AND TRUST 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: ROBERT L. SHAFER & ASSOCIATES, P.A. PROFIT SHARING PLAN AND TRUST 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: ROBERT L. SHAFER & ASSOCIATES, P.A. PROFIT SHARING PLAN AND TRUST 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: ROBERT L. SHAFER & ASSOCIATES, P.A. PROFIT SHARING PLAN AND TRUST 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: ROBERT L. SHAFER & ASSOCIATES, P.A. PROFIT SHARING PLAN AND TRUST 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: ROBERT L. SHAFER & ASSOCIATES, P.A. PROFIT SHARING PLAN AND TRUST 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: ROBERT L. SHAFER & ASSOCIATES, P.A. PROFIT SHARING PLAN AND TRUST 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: ROBERT L. SHAFER & ASSOCIATES, P.A. PROFIT SHARING PLAN AND TRUST 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	ROBERT L. SHAFER & ASSOCIATES, PA
Employer identification number (EIN):	593428113
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers

Jurisdiction of Incorporation:	Florida Department of State Division of Corporations
Incorporation Date:	1997-01-02
Company Identification Number:	P97000001693
Legal Registered Office Address:	106 N PEARL ST. JACKSONVILLE 32202