Logo

ROBERT L. FALER, CPA, P.C. 401(K) PLAN 401k Plan overview

Plan NameROBERT L. FALER, CPA, P.C. 401(K) PLAN
Plan identification number 001

ROBERT L. FALER, CPA, P.C. 401(K) 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
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • 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.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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. FALER, CPA, P.C. has sponsored the creation of one or more 401k plans.

Company Name:ROBERT L. FALER, CPA, P.C.
Employer identification number (EIN):931126800
NAIC Classification:541211
NAIC Description:Offices of Certified Public Accountants

Additional information about ROBERT L. FALER, CPA, P.C.

Jurisdiction of Incorporation: Oregon Secretary of State Corporations Division
Incorporation Date: 1993-11-04
Company Identification Number: 37123080
Legal Registered Office Address: 3683 MYRLA CT S

SALEM
United States of America (USA)
97302

More information about ROBERT L. FALER, CPA, P.C.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROBERT L. FALER, CPA, P.C. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-07-01

Plan Statistics for ROBERT L. FALER, CPA, P.C. 401(K) PLAN

401k plan membership statisitcs for ROBERT L. FALER, CPA, P.C. 401(K) PLAN

Measure Date Value
2022: ROBERT L. FALER, CPA, P.C. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-012
Total number of active participants reported on line 7a of the Form 55002022-01-010
Number of retired or separated participants receiving benefits2022-01-010
Total of all active and inactive participants2022-01-010
Total participants2022-01-010
Number of participants with account balances2022-01-010
2021: ROBERT L. FALER, CPA, P.C. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-013
Total number of active participants reported on line 7a of the Form 55002021-01-012
Number of other retired or separated participants entitled to future benefits2021-01-011
Total of all active and inactive participants2021-01-013
Total participants2021-01-013
Number of participants with account balances2021-01-013

Financial Data on ROBERT L. FALER, CPA, P.C. 401(K) PLAN

Measure Date Value
2022 : ROBERT L. FALER, CPA, P.C. 401(K) PLAN 2022 401k financial data
Total income from all sources2022-12-31$-2,299
Expenses. Total of all expenses incurred2022-12-31$59,289
Benefits paid (including direct rollovers)2022-12-31$59,289
Total plan assets at end of year2022-12-31$0
Total plan assets at beginning of year2022-12-31$61,588
Other income received2022-12-31$-2,299
Net income (gross income less expenses)2022-12-31$-61,588
Net plan assets at end of year (total assets less liabilities)2022-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$61,588
2021 : ROBERT L. FALER, CPA, P.C. 401(K) PLAN 2021 401k financial data
Total income from all sources2021-12-31$3,400
Total plan assets at end of year2021-12-31$61,588
Total plan assets at beginning of year2021-12-31$58,188
Value of fidelity bond covering the plan2021-12-31$25,000
Other income received2021-12-31$3,400
Net income (gross income less expenses)2021-12-31$3,400
Net plan assets at end of year (total assets less liabilities)2021-12-31$61,588
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$58,188
Assets. Value of participant loans2021-12-31$34,004

Form 5500 Responses for ROBERT L. FALER, CPA, P.C. 401(K) PLAN

2022: ROBERT L. FALER, CPA, P.C. 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01This submission is the final filingYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: ROBERT L. FALER, CPA, P.C. 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1