ROBERT L. SHAFER & ASSOCIATES, PA has sponsored the creation of one or more 401k plans.
Additional information about ROBERT L. SHAFER & ASSOCIATES, PA
Submission information for form 5500 for 401k plan 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 |
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2019: ROBERT L. SHAFER & ASSOCIATES, P.A. MONEY PURCHASE PENSION PLAN 2019 401k membership |
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Total participants, beginning-of-year | 2019-01-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 0 |
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 | 0 |
Total of all active and inactive participants | 2019-01-01 | 0 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 0 |
Number of participants with account balances | 2019-01-01 | 0 |
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. MONEY PURCHASE PENSION PLAN 2018 401k membership |
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Total participants, beginning-of-year | 2018-01-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 2 |
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 | 0 |
Total of all active and inactive participants | 2018-01-01 | 2 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 2 |
Number of participants with account balances | 2018-01-01 | 2 |
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. MONEY PURCHASE PENSION PLAN 2017 401k membership |
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Total participants, beginning-of-year | 2017-01-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 2 |
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 | 2 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 2 |
Number of participants with account balances | 2017-01-01 | 2 |
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. MONEY PURCHASE PENSION PLAN 2016 401k membership |
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Total participants, beginning-of-year | 2016-01-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 2 |
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 | 2 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 2 |
Number of participants with account balances | 2016-01-01 | 2 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: ROBERT L. SHAFER & ASSOCIATES, P.A. MONEY PURCHASE PENSION PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 2 |
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 | 2 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 2 |
Number of participants with account balances | 2015-01-01 | 2 |
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. MONEY PURCHASE PENSION PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 2 |
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 | 2 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 2 |
Number of participants with account balances | 2014-01-01 | 2 |
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. MONEY PURCHASE PENSION PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 2 |
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 | 2 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 2 |
Number of participants with account balances | 2013-01-01 | 2 |
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. MONEY PURCHASE PENSION PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 2 |
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 | 2 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 2 |
Number of participants with account balances | 2012-01-01 | 2 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: ROBERT L. SHAFER & ASSOCIATES, P.A. MONEY PURCHASE PENSION PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 2 |
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 | 2 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 2 |
Number of participants with account balances | 2011-01-01 | 2 |
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. MONEY PURCHASE PENSION PLAN 2010 401k membership |
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Total participants, beginning-of-year | 2010-01-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 2 |
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 | 2 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
Total participants | 2010-01-01 | 2 |
Number of participants with account balances | 2010-01-01 | 2 |
2009: ROBERT L. SHAFER & ASSOCIATES, P.A. MONEY PURCHASE PENSION PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 2 |
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 | 2 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 2 |
Number of participants with account balances | 2009-01-01 | 2 |
Measure | Date | Value |
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2019 : ROBERT L. SHAFER & ASSOCIATES, P.A. MONEY PURCHASE PENSION PLAN 2019 401k financial data |
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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 | $23,714 |
Expenses. Total of all expenses incurred | 2019-12-31 | $95 |
Total plan assets at end of year | 2019-12-31 | $0 |
Total plan assets at beginning of year | 2019-12-31 | $202,686 |
Expenses. Other expenses not covered elsewhere | 2019-12-31 | $95 |
Other income received | 2019-12-31 | $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 securities | 2019-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2019-12-31 | $0 |
Minimum employer required contribution for this plan year | 2019-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2019-12-31 | $0 |
2018 : ROBERT L. SHAFER & ASSOCIATES, P.A. MONEY PURCHASE PENSION PLAN 2018 401k financial data |
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Total income from all sources | 2018-12-31 | $-1,691 |
Expenses. Total of all expenses incurred | 2018-12-31 | $0 |
Total plan assets at end of year | 2018-12-31 | $202,686 |
Total plan assets at beginning of year | 2018-12-31 | $204,377 |
Other income received | 2018-12-31 | $-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 securities | 2018-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2018-12-31 | $0 |
Minimum employer required contribution for this plan year | 2018-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2018-12-31 | $0 |
2017 : ROBERT L. SHAFER & ASSOCIATES, P.A. MONEY PURCHASE PENSION PLAN 2017 401k financial data |
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Total income from all sources | 2017-12-31 | $3,840 |
Total plan assets at end of year | 2017-12-31 | $204,377 |
Total plan assets at beginning of year | 2017-12-31 | $200,537 |
Other income received | 2017-12-31 | $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 |
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Total income from all sources | 2016-12-31 | $5,700 |
Total plan assets at end of year | 2016-12-31 | $200,537 |
Total plan assets at beginning of year | 2016-12-31 | $194,837 |
Other income received | 2016-12-31 | $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 |
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Total income from all sources | 2015-12-31 | $-3,488 |
Total plan assets at end of year | 2015-12-31 | $194,837 |
Total plan assets at beginning of year | 2015-12-31 | $198,325 |
Other income received | 2015-12-31 | $-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 |
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Total income from all sources | 2014-12-31 | $6,367 |
Total plan assets at end of year | 2014-12-31 | $198,325 |
Total plan assets at beginning of year | 2014-12-31 | $191,958 |
Other income received | 2014-12-31 | $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 |
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Total income from all sources | 2013-12-31 | $-17,021 |
Total plan assets at end of year | 2013-12-31 | $191,958 |
Total plan assets at beginning of year | 2013-12-31 | $208,979 |
Other income received | 2013-12-31 | $-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 |
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Total income from all sources | 2012-12-31 | $7,367 |
Total plan assets at end of year | 2012-12-31 | $208,979 |
Total plan assets at beginning of year | 2012-12-31 | $201,612 |
Other income received | 2012-12-31 | $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 |
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Total income from all sources | 2011-12-31 | $8,772 |
Total plan assets at end of year | 2011-12-31 | $201,612 |
Total plan assets at beginning of year | 2011-12-31 | $192,840 |
Other income received | 2011-12-31 | $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 |
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Total income from all sources | 2010-12-31 | $5,983 |
Total plan assets at end of year | 2010-12-31 | $192,840 |
Total plan assets at beginning of year | 2010-12-31 | $186,857 |
Other income received | 2010-12-31 | $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 |
2019: ROBERT L. SHAFER & ASSOCIATES, P.A. MONEY PURCHASE PENSION PLAN 2019 form 5500 responses |
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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 | Yes |
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. MONEY PURCHASE PENSION PLAN 2018 form 5500 responses |
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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. MONEY PURCHASE PENSION PLAN 2017 form 5500 responses |
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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. MONEY PURCHASE PENSION PLAN 2016 form 5500 responses |
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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. MONEY PURCHASE PENSION PLAN 2015 form 5500 responses |
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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. MONEY PURCHASE PENSION PLAN 2014 form 5500 responses |
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2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | Yes |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: ROBERT L. SHAFER & ASSOCIATES, P.A. MONEY PURCHASE PENSION PLAN 2013 form 5500 responses |
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2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: ROBERT L. SHAFER & ASSOCIATES, P.A. MONEY PURCHASE PENSION PLAN 2012 form 5500 responses |
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2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | Yes |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: ROBERT L. SHAFER & ASSOCIATES, P.A. MONEY PURCHASE PENSION PLAN 2011 form 5500 responses |
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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. MONEY PURCHASE PENSION PLAN 2010 form 5500 responses |
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2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Submission has been amended | Yes |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |
2009: ROBERT L. SHAFER & ASSOCIATES, P.A. MONEY PURCHASE PENSION PLAN 2009 form 5500 responses |
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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 |