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ROBERT NEVILLE & ASSOCIATES, P.A. PROFIT SHARING PLAN 401k Plan overview

Plan NameROBERT NEVILLE & ASSOCIATES, P.A. PROFIT SHARING PLAN
Plan identification number 001

ROBERT NEVILLE & ASSOCIATES, P.A. PROFIT SHARING PLAN Benefits

401k Plan TypeDefined 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
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • 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 NEVILLE & ASSOCIATES, P.A. has sponsored the creation of one or more 401k plans.

Company Name:ROBERT NEVILLE & ASSOCIATES, P.A.
Employer identification number (EIN):760523002
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROBERT NEVILLE & ASSOCIATES, P.A. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012019-01-01RENEE NEVILLE2020-10-13
0012019-01-01JOSHUA MARTIN2023-11-05
0012018-01-01JOSHUA MARTIN2023-11-06
0012017-01-01
0012017-01-01JOSHUA MARTIN2023-09-11
0012016-01-01
0012016-01-01JOSHUA MARTIN2023-08-02
0012015-01-01
0012015-01-01
0012014-01-01SCOTT BUDNIK2015-07-29
0012013-01-01RHONDA PIPPIN2014-06-20 RHONDA PIPPIN2014-06-20
0012012-01-01RHONDA PIPPIN2013-07-29 RHONDA PIPPIN2013-07-29
0012011-01-01RHONDA PIPPIN2012-07-20
0012010-01-01RHONDA PIPPIN2011-06-06 RHONDA PIPPIN2011-06-06

Plan Statistics for ROBERT NEVILLE & ASSOCIATES, P.A. PROFIT SHARING PLAN

401k plan membership statisitcs for ROBERT NEVILLE & ASSOCIATES, P.A. PROFIT SHARING PLAN

Measure Date Value
2019: ROBERT NEVILLE & ASSOCIATES, P.A. PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0127
Total number of active participants reported on line 7a of the Form 55002019-01-0111
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0116
Total of all active and inactive participants2019-01-0127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0127
Number of participants with account balances2019-01-0122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: ROBERT NEVILLE & ASSOCIATES, P.A. PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0133
Total number of active participants reported on line 7a of the Form 55002018-01-0113
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0124
Total of all active and inactive participants2018-01-0137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0137
Number of participants with account balances2018-01-0126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: ROBERT NEVILLE & ASSOCIATES, P.A. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0132
Total number of active participants reported on line 7a of the Form 55002017-01-0111
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0116
Total of all active and inactive participants2017-01-0127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0127
Number of participants with account balances2017-01-0122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: ROBERT NEVILLE & ASSOCIATES, P.A. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0132
Total number of active participants reported on line 7a of the Form 55002016-01-0111
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0116
Total of all active and inactive participants2016-01-0127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0127
Number of participants with account balances2016-01-0122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010

Financial Data on ROBERT NEVILLE & ASSOCIATES, P.A. PROFIT SHARING PLAN

Measure Date Value
2019 : ROBERT NEVILLE & ASSOCIATES, P.A. PROFIT SHARING PLAN 2019 401k financial data
Transfers to/from the plan2019-12-31$0
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$-810
Expenses. Total of all expenses incurred2019-12-31$0
Benefits paid (including direct rollovers)2019-12-31$0
Total plan assets at end of year2019-12-31$387,955
Total plan assets at beginning of year2019-12-31$388,765
Total contributions received or receivable from participants2019-12-31$0
Expenses. Other expenses not covered elsewhere2019-12-31$0
Contributions received from other sources (not participants or employers)2019-12-31$0
Other income received2019-12-31$-810
Noncash contributions received2019-12-31$0
Net income (gross income less expenses)2019-12-31$-810
Net plan assets at end of year (total assets less liabilities)2019-12-31$387,955
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$388,765
Assets. Value of employer securities2019-12-31$356,094
Total contributions received or receivable from employer(s)2019-12-31$0
Value of certain deemed distributions of participant loans2019-12-31$0
Value of corrective distributions2019-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$0
2018 : ROBERT NEVILLE & ASSOCIATES, P.A. PROFIT SHARING PLAN 2018 401k financial data
Transfers to/from the plan2018-12-31$0
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$0
Expenses. Total of all expenses incurred2018-12-31$0
Benefits paid (including direct rollovers)2018-12-31$0
Total plan assets at end of year2018-12-31$356,904
Total plan assets at beginning of year2018-12-31$356,904
Total contributions received or receivable from participants2018-12-31$0
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$0
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$0
Net plan assets at end of year (total assets less liabilities)2018-12-31$356,904
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$356,904
Assets. Value of employer securities2018-12-31$356,904
Total contributions received or receivable from employer(s)2018-12-31$0
Value of certain deemed distributions of participant loans2018-12-31$0
Value of corrective distributions2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$0
2017 : ROBERT NEVILLE & ASSOCIATES, P.A. PROFIT SHARING PLAN 2017 401k financial data
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$11,663
Expenses. Total of all expenses incurred2017-12-31$0
Benefits paid (including direct rollovers)2017-12-31$0
Total plan assets at end of year2017-12-31$400,428
Total plan assets at beginning of year2017-12-31$388,765
Total contributions received or receivable from participants2017-12-31$0
Expenses. Other expenses not covered elsewhere2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$11,663
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$11,663
Net plan assets at end of year (total assets less liabilities)2017-12-31$400,428
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$388,765
Assets. Value of employer securities2017-12-31$356,904
Total contributions received or receivable from employer(s)2017-12-31$0
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$0
2016 : ROBERT NEVILLE & ASSOCIATES, P.A. PROFIT SHARING PLAN 2016 401k financial data
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$39,061
Expenses. Total of all expenses incurred2016-12-31$180
Benefits paid (including direct rollovers)2016-12-31$0
Total plan assets at end of year2016-12-31$388,765
Total plan assets at beginning of year2016-12-31$349,884
Total contributions received or receivable from participants2016-12-31$0
Expenses. Other expenses not covered elsewhere2016-12-31$180
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$7,200
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$38,881
Net plan assets at end of year (total assets less liabilities)2016-12-31$388,765
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$349,884
Assets. Value of employer securities2016-12-31$356,904
Total contributions received or receivable from employer(s)2016-12-31$31,861
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$180

Form 5500 Responses for ROBERT NEVILLE & ASSOCIATES, P.A. PROFIT SHARING PLAN

2019: ROBERT NEVILLE & ASSOCIATES, P.A. PROFIT SHARING 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 filingNo
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 NEVILLE & ASSOCIATES, P.A. PROFIT SHARING 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 NEVILLE & ASSOCIATES, P.A. PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: ROBERT NEVILLE & ASSOCIATES, P.A. PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes

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