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SAVINGS LEAGUE BASIC RETIREMENT PLAN & TRUST SUPERCEDED BY FRANK JOSHUA REVERE CHARLES SCHWAB & CO., INC. CUSTODIAN IRA 401k Plan overview

Plan NameSAVINGS LEAGUE BASIC RETIREMENT PLAN & TRUST SUPERCEDED BY FRANK JOSHUA REVERE CHARLES SCHWAB & CO., INC. CUSTODIAN IRA
Plan identification number 217

SAVINGS LEAGUE BASIC RETIREMENT PLAN & TRUST SUPERCEDED BY FRANK JOSHUA REVERE CHARLES SCHWAB & CO., INC. CUSTODIAN IRA Benefits

401k Plan TypeOther Pension Benefit
Plan Features/Benefits
  • Plan covering Self-Employed individuals.

401k Sponsoring company profile

FRANK REVERE has sponsored the creation of one or more 401k plans.

Company Name:FRANK REVERE
Employer identification number (EIN):953654828
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SAVINGS LEAGUE BASIC RETIREMENT PLAN & TRUST SUPERCEDED BY FRANK JOSHUA REVERE CHARLES SCHWAB & CO., INC. CUSTODIAN IRA

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
2172017-01-01
2172016-01-01FRANK REVERE FRANK REVERE2017-07-12
2172015-01-01FRANK REVERE
2172014-01-01FRANK REVERE
2172013-01-01FRANK REVERE FRANK REVERE2014-11-14
2172012-01-01FRANK REVERE FRANK REVERE2014-11-14
2172011-01-01FRANK REVERE
2172010-01-01FRANK REVERE
2172009-01-01FRANK REVERE
2172009-01-01FRANK REVERE
2172009-01-01FRANK REVERE
2172009-01-01FRANK REVERE
2172008-01-01

Plan Statistics for SAVINGS LEAGUE BASIC RETIREMENT PLAN & TRUST SUPERCEDED BY FRANK JOSHUA REVERE CHARLES SCHWAB & CO., INC. CUSTODIAN IRA

401k plan membership statisitcs for SAVINGS LEAGUE BASIC RETIREMENT PLAN & TRUST SUPERCEDED BY FRANK JOSHUA REVERE CHARLES SCHWAB & CO., INC. CUSTODIAN IRA

Measure Date Value
2017: SAVINGS LEAGUE BASIC RETIREMENT PLAN & TRUST SUPERCEDED BY FRANK JOSHUA REVERE CHARLES SCHWAB & CO., INC. CUSTODIAN IRA 2017 401k membership
Total participants, beginning-of-year2017-01-011
Total number of active participants reported on line 7a of the Form 55002017-01-010
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 participants2017-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-010
Number of participants with account balances2017-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: SAVINGS LEAGUE BASIC RETIREMENT PLAN & TRUST SUPERCEDED BY FRANK JOSHUA REVERE CHARLES SCHWAB & CO., INC. CUSTODIAN IRA 2016 401k membership
Total participants, beginning-of-year2016-01-011
Total number of active participants reported on line 7a of the Form 55002016-01-010
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 participants2016-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-010
Number of participants with account balances2016-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: SAVINGS LEAGUE BASIC RETIREMENT PLAN & TRUST SUPERCEDED BY FRANK JOSHUA REVERE CHARLES SCHWAB & CO., INC. CUSTODIAN IRA 2015 401k membership
Total participants, beginning-of-year2015-01-011
Total number of active participants reported on line 7a of the Form 55002015-01-010
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 participants2015-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-010
Number of participants with account balances2015-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: SAVINGS LEAGUE BASIC RETIREMENT PLAN & TRUST SUPERCEDED BY FRANK JOSHUA REVERE CHARLES SCHWAB & CO., INC. CUSTODIAN IRA 2014 401k membership
Total participants, beginning-of-year2014-01-011
Total number of active participants reported on line 7a of the Form 55002014-01-010
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 participants2014-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-010
Number of participants with account balances2014-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: SAVINGS LEAGUE BASIC RETIREMENT PLAN & TRUST SUPERCEDED BY FRANK JOSHUA REVERE CHARLES SCHWAB & CO., INC. CUSTODIAN IRA 2013 401k membership
Total participants, beginning-of-year2013-01-011
Total number of active participants reported on line 7a of the Form 55002013-01-011
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 participants2013-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-011
Number of participants with account balances2013-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: SAVINGS LEAGUE BASIC RETIREMENT PLAN & TRUST SUPERCEDED BY FRANK JOSHUA REVERE CHARLES SCHWAB & CO., INC. CUSTODIAN IRA 2012 401k membership
Total participants, beginning-of-year2012-01-011
Total number of active participants reported on line 7a of the Form 55002012-01-011
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 participants2012-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-011
Number of participants with account balances2012-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: SAVINGS LEAGUE BASIC RETIREMENT PLAN & TRUST SUPERCEDED BY FRANK JOSHUA REVERE CHARLES SCHWAB & CO., INC. CUSTODIAN IRA 2011 401k membership
Total participants, beginning-of-year2011-01-011
Total number of active participants reported on line 7a of the Form 55002011-01-011
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 participants2011-01-011
Total participants2011-01-011
2010: SAVINGS LEAGUE BASIC RETIREMENT PLAN & TRUST SUPERCEDED BY FRANK JOSHUA REVERE CHARLES SCHWAB & CO., INC. CUSTODIAN IRA 2010 401k membership
Total participants, beginning-of-year2010-01-011
Total number of active participants reported on line 7a of the Form 55002010-01-011
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 participants2010-01-011
Total participants2010-01-011
2009: SAVINGS LEAGUE BASIC RETIREMENT PLAN & TRUST SUPERCEDED BY FRANK JOSHUA REVERE CHARLES SCHWAB & CO., INC. CUSTODIAN IRA 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
Total participants2009-01-011
Number of employers contributing to the scheme2009-01-011

Financial Data on SAVINGS LEAGUE BASIC RETIREMENT PLAN & TRUST SUPERCEDED BY FRANK JOSHUA REVERE CHARLES SCHWAB & CO., INC. CUSTODIAN IRA

Measure Date Value
2016 : SAVINGS LEAGUE BASIC RETIREMENT PLAN & TRUST SUPERCEDED BY FRANK JOSHUA REVERE CHARLES SCHWAB & CO., INC. CUSTODIAN IRA 2016 401k financial data
Transfers to/from the plan2016-12-31$0
Total income from all sources2016-12-31$0
Expenses. Total of all expenses incurred2016-12-31$0
Benefits paid (including direct rollovers)2016-12-31$0
Total plan assets at end of year2016-12-31$127
Total plan assets at beginning of year2016-12-31$127
Total contributions received or receivable from participants2016-12-31$0
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$0
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$0
Net plan assets at end of year (total assets less liabilities)2016-12-31$127
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$127
Total contributions received or receivable from employer(s)2016-12-31$0
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$0
2015 : SAVINGS LEAGUE BASIC RETIREMENT PLAN & TRUST SUPERCEDED BY FRANK JOSHUA REVERE CHARLES SCHWAB & CO., INC. CUSTODIAN IRA 2015 401k financial data
Total income from all sources2015-12-31$0
Expenses. Total of all expenses incurred2015-12-31$0
Benefits paid (including direct rollovers)2015-12-31$0
Total plan assets at end of year2015-12-31$0
Total plan assets at beginning of year2015-12-31$0
Total contributions received or receivable from participants2015-12-31$0
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$0
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$0
Net plan assets at end of year (total assets less liabilities)2015-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$0
Total contributions received or receivable from employer(s)2015-12-31$0
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$0
2014 : SAVINGS LEAGUE BASIC RETIREMENT PLAN & TRUST SUPERCEDED BY FRANK JOSHUA REVERE CHARLES SCHWAB & CO., INC. CUSTODIAN IRA 2014 401k financial data
Total income from all sources2014-12-31$0
Expenses. Total of all expenses incurred2014-12-31$0
Benefits paid (including direct rollovers)2014-12-31$0
Total plan assets at end of year2014-12-31$0
Total plan assets at beginning of year2014-12-31$0
Total contributions received or receivable from participants2014-12-31$0
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$0
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$0
Net plan assets at end of year (total assets less liabilities)2014-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$0
Total contributions received or receivable from employer(s)2014-12-31$0
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$0
2013 : SAVINGS LEAGUE BASIC RETIREMENT PLAN & TRUST SUPERCEDED BY FRANK JOSHUA REVERE CHARLES SCHWAB & CO., INC. CUSTODIAN IRA 2013 401k financial data
Transfers to/from the plan2013-12-31$168
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$0
Expenses. Total of all expenses incurred2013-12-31$0
Benefits paid (including direct rollovers)2013-12-31$0
Total plan assets at end of year2013-12-31$3,843
Total plan assets at beginning of year2013-12-31$4,011
Total contributions received or receivable from participants2013-12-31$0
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$0
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$0
Net plan assets at end of year (total assets less liabilities)2013-12-31$3,843
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$4,011
Total contributions received or receivable from employer(s)2013-12-31$0
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$0
2012 : SAVINGS LEAGUE BASIC RETIREMENT PLAN & TRUST SUPERCEDED BY FRANK JOSHUA REVERE CHARLES SCHWAB & CO., INC. CUSTODIAN IRA 2012 401k financial data
Transfers to/from the plan2012-12-31$1,002
Total plan liabilities at beginning of year2012-12-31$4,011
Total income from all sources2012-12-31$0
Expenses. Total of all expenses incurred2012-12-31$0
Benefits paid (including direct rollovers)2012-12-31$0
Total plan assets at beginning of year2012-12-31$5,013
Total contributions received or receivable from participants2012-12-31$0
Expenses. Other expenses not covered elsewhere2012-12-31$0
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$0
Noncash contributions received2012-12-31$0
Net income (gross income less expenses)2012-12-31$0
Net plan assets at end of year (total assets less liabilities)2012-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,002
Total contributions received or receivable from employer(s)2012-12-31$0
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$0
2011 : SAVINGS LEAGUE BASIC RETIREMENT PLAN & TRUST SUPERCEDED BY FRANK JOSHUA REVERE CHARLES SCHWAB & CO., INC. CUSTODIAN IRA 2011 401k financial data
Transfers to/from the plan2011-12-31$3,792
Total plan assets at end of year2011-12-31$24,605
Total plan assets at beginning of year2011-12-31$28,397
Net plan assets at end of year (total assets less liabilities)2011-12-31$24,605
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$28,397
2010 : SAVINGS LEAGUE BASIC RETIREMENT PLAN & TRUST SUPERCEDED BY FRANK JOSHUA REVERE CHARLES SCHWAB & CO., INC. CUSTODIAN IRA 2010 401k financial data
Total plan assets at end of year2010-12-31$10,727
Total plan assets at beginning of year2010-12-31$28,398
Net plan assets at end of year (total assets less liabilities)2010-12-31$10,727
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$28,398

Form 5500 Responses for SAVINGS LEAGUE BASIC RETIREMENT PLAN & TRUST SUPERCEDED BY FRANK JOSHUA REVERE CHARLES SCHWAB & CO., INC. CUSTODIAN IRA

2017: SAVINGS LEAGUE BASIC RETIREMENT PLAN & TRUST SUPERCEDED BY FRANK JOSHUA REVERE CHARLES SCHWAB & CO., INC. CUSTODIAN IRA 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: SAVINGS LEAGUE BASIC RETIREMENT PLAN & TRUST SUPERCEDED BY FRANK JOSHUA REVERE CHARLES SCHWAB & CO., INC. CUSTODIAN IRA 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
2015: SAVINGS LEAGUE BASIC RETIREMENT PLAN & TRUST SUPERCEDED BY FRANK JOSHUA REVERE CHARLES SCHWAB & CO., INC. CUSTODIAN IRA 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: SAVINGS LEAGUE BASIC RETIREMENT PLAN & TRUST SUPERCEDED BY FRANK JOSHUA REVERE CHARLES SCHWAB & CO., INC. CUSTODIAN IRA 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: SAVINGS LEAGUE BASIC RETIREMENT PLAN & TRUST SUPERCEDED BY FRANK JOSHUA REVERE CHARLES SCHWAB & CO., INC. CUSTODIAN IRA 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedYes
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: SAVINGS LEAGUE BASIC RETIREMENT PLAN & TRUST SUPERCEDED BY FRANK JOSHUA REVERE CHARLES SCHWAB & CO., INC. CUSTODIAN IRA 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: SAVINGS LEAGUE BASIC RETIREMENT PLAN & TRUST SUPERCEDED BY FRANK JOSHUA REVERE CHARLES SCHWAB & CO., INC. CUSTODIAN IRA 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: SAVINGS LEAGUE BASIC RETIREMENT PLAN & TRUST SUPERCEDED BY FRANK JOSHUA REVERE CHARLES SCHWAB & CO., INC. CUSTODIAN IRA 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: SAVINGS LEAGUE BASIC RETIREMENT PLAN & TRUST SUPERCEDED BY FRANK JOSHUA REVERE CHARLES SCHWAB & CO., INC. CUSTODIAN IRA 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes
2008: SAVINGS LEAGUE BASIC RETIREMENT PLAN & TRUST SUPERCEDED BY FRANK JOSHUA REVERE CHARLES SCHWAB & CO., INC. CUSTODIAN IRA 2008 form 5500 responses
2008-01-01Type of plan entitySingle employer plan
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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