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ROBERT S GARY CPA PC PROFIT SHARING PLAN 401k Plan overview

Plan NameROBERT S GARY CPA PC PROFIT SHARING PLAN
Plan identification number 001

ROBERT S GARY CPA PC PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

ROBERT S GARY CPA PC has sponsored the creation of one or more 401k plans.

Company Name:ROBERT S GARY CPA PC
Employer identification number (EIN):731386878
NAIC Classification:541213
NAIC Description:Tax Preparation Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROBERT S GARY CPA PC PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012009-01-01ROBERT S GARY
0012008-01-01

Plan Statistics for ROBERT S GARY CPA PC PROFIT SHARING PLAN

401k plan membership statisitcs for ROBERT S GARY CPA PC PROFIT SHARING PLAN

Measure Date Value
2009: ROBERT S GARY CPA PC PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011
Total number of active participants reported on line 7a of the Form 55002009-01-011
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 participants2009-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-011
Number of participants with account balances2009-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on ROBERT S GARY CPA PC PROFIT SHARING PLAN

Measure Date Value
2010 : ROBERT S GARY CPA PC PROFIT SHARING PLAN 2010 401k financial data
Transfers to/from the plan2010-12-31$-33,966
Total income from all sources2010-12-31$211
Expenses. Total of all expenses incurred2010-12-31$0
Total plan assets at beginning of year2010-12-31$33,755
Total contributions received or receivable from participants2010-12-31$0
Other income received2010-12-31$211
Net income (gross income less expenses)2010-12-31$211
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$33,755
Total contributions received or receivable from employer(s)2010-12-31$0
Funding deficiency by the employer to the plan for this plan year2010-12-31$0
Minimum employer required contribution for this plan year2010-12-31$0
Amount contributed by the employer to the plan for this plan year2010-12-31$0
2009 : ROBERT S GARY CPA PC PROFIT SHARING PLAN 2009 401k financial data
Funding deficiency by the employer to the plan for this plan year2009-12-31$0
Minimum employer required contribution for this plan year2009-12-31$0
Amount contributed by the employer to the plan for this plan year2009-12-31$0

Form 5500 Responses for ROBERT S GARY CPA PC PROFIT SHARING PLAN

2009: ROBERT S GARY CPA PC PROFIT SHARING 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
2008: ROBERT S GARY CPA PC PROFIT SHARING PLAN 2008 form 5500 responses
2008-01-01Submission has been amendedNo
2008-01-01This submission is the final filingNo
2008-01-01This return/report is a short plan year return/report (less than 12 months)No
2008-01-01Plan is a collectively bargained planNo

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