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ROBERT L. SHAFER & ASSOCIATES, P.A. MONEY PURCHASE PENSION PLAN 401k Plan overview

Plan NameROBERT L. SHAFER & ASSOCIATES, P.A. MONEY PURCHASE PENSION PLAN
Plan identification number 002

ROBERT L. SHAFER & ASSOCIATES, P.A. MONEY PURCHASE PENSION PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • 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. MONEY PURCHASE PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022019-01-01
0022018-01-01
0022017-01-01ROBERT L. SHAFER
0022016-01-01ROBERT L. SHAFER
0022015-01-01ROBERT L. SHAFER
0022014-01-01ROBERT L. SHAFER ROBERT L. SHAFER
0022014-01-01ROBERT L. SHAFER
0022013-01-01ROBERT L. SHAFER2014-07-29 ROBERT L. SHAFER2014-07-29
0022012-01-01ROBERT L. SHAFER ROBERT L. SHAFER2013-07-05
0022011-01-01ROBERT L. SHAFER2012-05-10 ROBERT L. SHAFER2012-05-10
0022010-01-01ROBERT L. SHAFER2011-07-20 ROBERT L. SHAFER2011-07-20
0022009-01-01ROBERT L. SHAFER ROBERT L. SHAFER2010-07-08

Plan Statistics for ROBERT L. SHAFER & ASSOCIATES, P.A. MONEY PURCHASE PENSION PLAN

401k plan membership statisitcs for ROBERT L. SHAFER & ASSOCIATES, P.A. MONEY PURCHASE PENSION PLAN

Measure Date Value
2019: ROBERT L. SHAFER & ASSOCIATES, P.A. MONEY PURCHASE PENSION PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-012
Total number of active participants reported on line 7a of the Form 55002019-01-010
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-010
Number of participants with account balances2019-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: ROBERT L. SHAFER & ASSOCIATES, P.A. MONEY PURCHASE PENSION PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-012
Total number of active participants reported on line 7a of the Form 55002018-01-012
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-012
Number of participants with account balances2018-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: ROBERT L. SHAFER & ASSOCIATES, P.A. MONEY PURCHASE PENSION PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-012
Total number of active participants reported on line 7a of the Form 55002017-01-012
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-012
Number of participants with account balances2017-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: ROBERT L. SHAFER & ASSOCIATES, P.A. MONEY PURCHASE PENSION PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-012
Total number of active participants reported on line 7a of the Form 55002016-01-012
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-012
Number of participants with account balances2016-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: ROBERT L. SHAFER & ASSOCIATES, P.A. MONEY PURCHASE PENSION PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-012
Total number of active participants reported on line 7a of the Form 55002015-01-012
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-012
Number of participants with account balances2015-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: ROBERT L. SHAFER & ASSOCIATES, P.A. MONEY PURCHASE PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-012
Total number of active participants reported on line 7a of the Form 55002014-01-012
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-012
Number of participants with account balances2014-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: ROBERT L. SHAFER & ASSOCIATES, P.A. MONEY PURCHASE PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-012
Total number of active participants reported on line 7a of the Form 55002013-01-012
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 participants2013-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-012
Number of participants with account balances2013-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: ROBERT L. SHAFER & ASSOCIATES, P.A. MONEY PURCHASE PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-012
Total number of active participants reported on line 7a of the Form 55002012-01-012
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-012
Number of participants with account balances2012-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: ROBERT L. SHAFER & ASSOCIATES, P.A. MONEY PURCHASE PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-012
Total number of active participants reported on line 7a of the Form 55002011-01-012
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-012
Number of participants with account balances2011-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: ROBERT L. SHAFER & ASSOCIATES, P.A. MONEY PURCHASE PENSION PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-012
Total number of active participants reported on line 7a of the Form 55002010-01-012
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-012
Number of participants with account balances2010-01-012
2009: ROBERT L. SHAFER & ASSOCIATES, P.A. MONEY PURCHASE PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-012
Total number of active participants reported on line 7a of the Form 55002009-01-012
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 participants2009-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-012
Number of participants with account balances2009-01-012

Financial Data on ROBERT L. SHAFER & ASSOCIATES, P.A. MONEY PURCHASE PENSION PLAN

Measure Date Value
2019 : ROBERT L. SHAFER & ASSOCIATES, P.A. MONEY PURCHASE PENSION PLAN 2019 401k financial data
Transfers to/from the plan2019-12-31$-226,305
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$23,714
Expenses. Total of all expenses incurred2019-12-31$95
Total plan assets at end of year2019-12-31$0
Total plan assets at beginning of year2019-12-31$202,686
Expenses. Other expenses not covered elsewhere2019-12-31$95
Other income received2019-12-31$23,714
Net income (gross income less expenses)2019-12-31$23,619
Net plan assets at end of year (total assets less liabilities)2019-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$202,686
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Funding deficiency by the employer to the plan for this plan year2019-12-31$0
Minimum employer required contribution for this plan year2019-12-31$0
Amount contributed by the employer to the plan for this plan year2019-12-31$0
2018 : ROBERT L. SHAFER & ASSOCIATES, P.A. MONEY PURCHASE PENSION PLAN 2018 401k financial data
Total income from all sources2018-12-31$-1,691
Expenses. Total of all expenses incurred2018-12-31$0
Total plan assets at end of year2018-12-31$202,686
Total plan assets at beginning of year2018-12-31$204,377
Other income received2018-12-31$-1,691
Net income (gross income less expenses)2018-12-31$-1,691
Net plan assets at end of year (total assets less liabilities)2018-12-31$202,686
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$204,377
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Funding deficiency by the employer to the plan for this plan year2018-12-31$0
Minimum employer required contribution for this plan year2018-12-31$0
Amount contributed by the employer to the plan for this plan year2018-12-31$0
2017 : ROBERT L. SHAFER & ASSOCIATES, P.A. MONEY PURCHASE PENSION PLAN 2017 401k financial data
Total income from all sources2017-12-31$3,840
Total plan assets at end of year2017-12-31$204,377
Total plan assets at beginning of year2017-12-31$200,537
Other income received2017-12-31$3,840
Net income (gross income less expenses)2017-12-31$3,840
Net plan assets at end of year (total assets less liabilities)2017-12-31$204,377
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$200,537
2016 : ROBERT L. SHAFER & ASSOCIATES, P.A. MONEY PURCHASE PENSION PLAN 2016 401k financial data
Total income from all sources2016-12-31$5,700
Total plan assets at end of year2016-12-31$200,537
Total plan assets at beginning of year2016-12-31$194,837
Other income received2016-12-31$5,700
Net income (gross income less expenses)2016-12-31$5,700
Net plan assets at end of year (total assets less liabilities)2016-12-31$200,537
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$194,837
2015 : ROBERT L. SHAFER & ASSOCIATES, P.A. MONEY PURCHASE PENSION PLAN 2015 401k financial data
Total income from all sources2015-12-31$-3,488
Total plan assets at end of year2015-12-31$194,837
Total plan assets at beginning of year2015-12-31$198,325
Other income received2015-12-31$-3,488
Net income (gross income less expenses)2015-12-31$-3,488
Net plan assets at end of year (total assets less liabilities)2015-12-31$194,837
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$198,325
2014 : ROBERT L. SHAFER & ASSOCIATES, P.A. MONEY PURCHASE PENSION PLAN 2014 401k financial data
Total income from all sources2014-12-31$6,367
Total plan assets at end of year2014-12-31$198,325
Total plan assets at beginning of year2014-12-31$191,958
Other income received2014-12-31$6,367
Net income (gross income less expenses)2014-12-31$6,367
Net plan assets at end of year (total assets less liabilities)2014-12-31$198,325
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$191,958
2013 : ROBERT L. SHAFER & ASSOCIATES, P.A. MONEY PURCHASE PENSION PLAN 2013 401k financial data
Total income from all sources2013-12-31$-17,021
Total plan assets at end of year2013-12-31$191,958
Total plan assets at beginning of year2013-12-31$208,979
Other income received2013-12-31$-17,021
Net income (gross income less expenses)2013-12-31$-17,021
Net plan assets at end of year (total assets less liabilities)2013-12-31$191,958
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$208,979
2012 : ROBERT L. SHAFER & ASSOCIATES, P.A. MONEY PURCHASE PENSION PLAN 2012 401k financial data
Total income from all sources2012-12-31$7,367
Total plan assets at end of year2012-12-31$208,979
Total plan assets at beginning of year2012-12-31$201,612
Other income received2012-12-31$7,367
Net income (gross income less expenses)2012-12-31$7,367
Net plan assets at end of year (total assets less liabilities)2012-12-31$208,979
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$201,612
2011 : ROBERT L. SHAFER & ASSOCIATES, P.A. MONEY PURCHASE PENSION PLAN 2011 401k financial data
Total income from all sources2011-12-31$8,772
Total plan assets at end of year2011-12-31$201,612
Total plan assets at beginning of year2011-12-31$192,840
Other income received2011-12-31$8,772
Net income (gross income less expenses)2011-12-31$8,772
Net plan assets at end of year (total assets less liabilities)2011-12-31$201,612
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$192,840
2010 : ROBERT L. SHAFER & ASSOCIATES, P.A. MONEY PURCHASE PENSION PLAN 2010 401k financial data
Total income from all sources2010-12-31$5,983
Total plan assets at end of year2010-12-31$192,840
Total plan assets at beginning of year2010-12-31$186,857
Other income received2010-12-31$5,983
Net income (gross income less expenses)2010-12-31$5,983
Net plan assets at end of year (total assets less liabilities)2010-12-31$192,840
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$186,857

Form 5500 Responses for ROBERT L. SHAFER & ASSOCIATES, P.A. MONEY PURCHASE PENSION PLAN

2019: ROBERT L. SHAFER & ASSOCIATES, P.A. MONEY PURCHASE PENSION PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingYes
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: ROBERT L. SHAFER & ASSOCIATES, P.A. MONEY PURCHASE PENSION PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: ROBERT L. SHAFER & ASSOCIATES, P.A. MONEY PURCHASE PENSION PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: ROBERT L. SHAFER & ASSOCIATES, P.A. MONEY PURCHASE PENSION PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: ROBERT L. SHAFER & ASSOCIATES, P.A. MONEY PURCHASE PENSION PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: ROBERT L. SHAFER & ASSOCIATES, P.A. MONEY PURCHASE PENSION PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: ROBERT L. SHAFER & ASSOCIATES, P.A. MONEY PURCHASE PENSION PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: ROBERT L. SHAFER & ASSOCIATES, P.A. MONEY PURCHASE PENSION PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: ROBERT L. SHAFER & ASSOCIATES, P.A. MONEY PURCHASE PENSION PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: ROBERT L. SHAFER & ASSOCIATES, P.A. MONEY PURCHASE PENSION PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: ROBERT L. SHAFER & ASSOCIATES, P.A. MONEY PURCHASE 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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