401k Plan data: ROBERT L. PALTY A PROFESSIONAL CORPORATION EMPLOYEES PROFIT SHARING PLAN AND TRUST plan

ROBERT L. PALTY A PROFESSIONAL CORPORATION EMPLOYEES PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan Name	ROBERT L. PALTY A PROFESSIONAL CORPORATION EMPLOYEES PROFIT SHARING PLAN AND TRUST
Plan identification number	001

ROBERT L. PALTY A PROFESSIONAL CORPORATION EMPLOYEES PROFIT SHARING PLAN AND TRUST Benefits

401k Plan Type

Defined 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
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. PALTY A PROFESSIONAL CORPORATION has sponsored the creation of one or more 401k plans.

Company Name: ROBERT L. PALTY A PROFESSIONAL CORPORATION

Employer identification number (EIN): 954051186

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROBERT L. PALTY A PROFESSIONAL CORPORATION EMPLOYEES PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 ROBERT L. PALTY 2023-08-28 ROBERT L. PALTY 2023-08-28
001 2021-01-01 ROBERT L. PALTY 2022-09-22 ROBERT L. PALTY 2022-09-22
001 2020-01-01 ROBERT L. PALTY 2021-08-03 ROBERT L. PALTY 2021-08-03
001 2019-01-01 ROBERT L. PALTY 2020-09-28 ROBERT L. PALTY 2020-09-28
001 2018-01-01
001 2017-01-01
001 2016-01-01
001 2015-01-01
001 2014-01-01
001 2013-01-01
001 2012-01-01 ROBERT L. PALTY ROBERT L. PALTY 2013-09-03
001 2011-01-01 ROBERT L. PALTY ROBERT L. PALTY 2012-09-06
001 2010-01-01 ROBERT L. PALTY 2011-06-30 ROBERT L. PALTY 2011-06-30

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01	ROBERT L. PALTY	2023-08-28	ROBERT L. PALTY	2023-08-28
001	2021-01-01	ROBERT L. PALTY	2022-09-22	ROBERT L. PALTY	2022-09-22
001	2020-01-01	ROBERT L. PALTY	2021-08-03	ROBERT L. PALTY	2021-08-03
001	2019-01-01	ROBERT L. PALTY	2020-09-28	ROBERT L. PALTY	2020-09-28
001	2018-01-01
001	2017-01-01
001	2016-01-01
001	2015-01-01
001	2014-01-01
001	2013-01-01
001	2012-01-01	ROBERT L. PALTY		ROBERT L. PALTY	2013-09-03
001	2011-01-01	ROBERT L. PALTY		ROBERT L. PALTY	2012-09-06
001	2010-01-01	ROBERT L. PALTY	2011-06-30	ROBERT L. PALTY	2011-06-30

Plan Statistics for ROBERT L. PALTY A PROFESSIONAL CORPORATION EMPLOYEES PROFIT SHARING PLAN AND TRUST

401k plan membership statisitcs for ROBERT L. PALTY A PROFESSIONAL CORPORATION EMPLOYEES PROFIT SHARING PLAN AND TRUST

Measure Date Value
2022: ROBERT L. PALTY A PROFESSIONAL CORPORATION EMPLOYEES PROFIT SHARING PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year 2022-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 2
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 0
Total of all active and inactive participants 2022-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 2
Number of participants with account balances 2022-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: ROBERT L. PALTY A PROFESSIONAL CORPORATION EMPLOYEES PROFIT SHARING PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year 2021-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 4
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 0
Total of all active and inactive participants 2021-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 4
Number of participants with account balances 2021-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: ROBERT L. PALTY A PROFESSIONAL CORPORATION EMPLOYEES PROFIT SHARING PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year 2020-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 4
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 0
Total of all active and inactive participants 2020-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 4
Number of participants with account balances 2020-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: ROBERT L. PALTY A PROFESSIONAL CORPORATION EMPLOYEES PROFIT SHARING PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year 2019-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 4
Number of retired or separated participants receiving benefits 2019-01-01 2
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 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 6
Number of participants with account balances 2019-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: ROBERT L. PALTY A PROFESSIONAL CORPORATION EMPLOYEES PROFIT SHARING PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year 2018-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 5
Number of retired or separated participants receiving benefits 2018-01-01 1
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 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 6
Number of participants with account balances 2018-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: ROBERT L. PALTY A PROFESSIONAL CORPORATION EMPLOYEES PROFIT SHARING PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year 2017-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 5
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 1
Total of all active and inactive participants 2017-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 6
Number of participants with account balances 2017-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: ROBERT L. PALTY A PROFESSIONAL CORPORATION EMPLOYEES PROFIT SHARING PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year 2016-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 5
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 1
Total of all active and inactive participants 2016-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 6
Number of participants with account balances 2016-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: ROBERT L. PALTY A PROFESSIONAL CORPORATION EMPLOYEES PROFIT SHARING PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year 2015-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 4
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 1
Total of all active and inactive participants 2015-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 5
Number of participants with account balances 2015-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 1
2014: ROBERT L. PALTY A PROFESSIONAL CORPORATION EMPLOYEES PROFIT SHARING PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year 2014-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 5
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 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 5
Number of participants with account balances 2014-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: ROBERT L. PALTY A PROFESSIONAL CORPORATION EMPLOYEES PROFIT SHARING PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year 2013-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 4
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 2
Total of all active and inactive participants 2013-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 6
Number of participants with account balances 2013-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 1
2012: ROBERT L. PALTY A PROFESSIONAL CORPORATION EMPLOYEES PROFIT SHARING PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year 2012-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 4
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 2
Total of all active and inactive participants 2012-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 6
Number of participants with account balances 2012-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 1
2011: ROBERT L. PALTY A PROFESSIONAL CORPORATION EMPLOYEES PROFIT SHARING PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year 2011-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 5
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 1
Total of all active and inactive participants 2011-01-01 6
Total participants 2011-01-01 6
Number of participants with account balances 2011-01-01 6

Measure	Date	Value
2022: ROBERT L. PALTY A PROFESSIONAL CORPORATION EMPLOYEES PROFIT SHARING PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year	2022-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	2
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	0
Total of all active and inactive participants	2022-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	2
Number of participants with account balances	2022-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: ROBERT L. PALTY A PROFESSIONAL CORPORATION EMPLOYEES PROFIT SHARING PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year	2021-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	4
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	0
Total of all active and inactive participants	2021-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	4
Number of participants with account balances	2021-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: ROBERT L. PALTY A PROFESSIONAL CORPORATION EMPLOYEES PROFIT SHARING PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year	2020-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	4
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	0
Total of all active and inactive participants	2020-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	4
Number of participants with account balances	2020-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: ROBERT L. PALTY A PROFESSIONAL CORPORATION EMPLOYEES PROFIT SHARING PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year	2019-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	4
Number of retired or separated participants receiving benefits	2019-01-01	2
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	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	6
Number of participants with account balances	2019-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: ROBERT L. PALTY A PROFESSIONAL CORPORATION EMPLOYEES PROFIT SHARING PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year	2018-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	5
Number of retired or separated participants receiving benefits	2018-01-01	1
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	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	6
Number of participants with account balances	2018-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: ROBERT L. PALTY A PROFESSIONAL CORPORATION EMPLOYEES PROFIT SHARING PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year	2017-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	5
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	1
Total of all active and inactive participants	2017-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	6
Number of participants with account balances	2017-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: ROBERT L. PALTY A PROFESSIONAL CORPORATION EMPLOYEES PROFIT SHARING PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year	2016-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	5
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	1
Total of all active and inactive participants	2016-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	6
Number of participants with account balances	2016-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: ROBERT L. PALTY A PROFESSIONAL CORPORATION EMPLOYEES PROFIT SHARING PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year	2015-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	4
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	1
Total of all active and inactive participants	2015-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	5
Number of participants with account balances	2015-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	1
2014: ROBERT L. PALTY A PROFESSIONAL CORPORATION EMPLOYEES PROFIT SHARING PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year	2014-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	5
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	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	5
Number of participants with account balances	2014-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: ROBERT L. PALTY A PROFESSIONAL CORPORATION EMPLOYEES PROFIT SHARING PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year	2013-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	4
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	2
Total of all active and inactive participants	2013-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	6
Number of participants with account balances	2013-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	1
2012: ROBERT L. PALTY A PROFESSIONAL CORPORATION EMPLOYEES PROFIT SHARING PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year	2012-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	4
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	2
Total of all active and inactive participants	2012-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	6
Number of participants with account balances	2012-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	1
2011: ROBERT L. PALTY A PROFESSIONAL CORPORATION EMPLOYEES PROFIT SHARING PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year	2011-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	5
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	1
Total of all active and inactive participants	2011-01-01	6
Total participants	2011-01-01	6
Number of participants with account balances	2011-01-01	6

Financial Data on ROBERT L. PALTY A PROFESSIONAL CORPORATION EMPLOYEES PROFIT SHARING PLAN AND TRUST

Measure	Date	Value
2022 : ROBERT L. PALTY A PROFESSIONAL CORPORATION EMPLOYEES PROFIT SHARING PLAN AND TRUST 2022 401k financial data
Transfers to/from the plan	2022-12-31	$0
Total plan liabilities at end of year	2022-12-31	$0
Total plan liabilities at beginning of year	2022-12-31	$0
Total income from all sources	2022-12-31	$-147,332
Expenses. Total of all expenses incurred	2022-12-31	$110,241
Benefits paid (including direct rollovers)	2022-12-31	$101,120
Total plan assets at end of year	2022-12-31	$1,313,529
Total plan assets at beginning of year	2022-12-31	$1,571,102
Value of fidelity bond covering the plan	2022-12-31	$100,000
Total contributions received or receivable from participants	2022-12-31	$0
Expenses. Other expenses not covered elsewhere	2022-12-31	$0
Contributions received from other sources (not participants or employers)	2022-12-31	$0
Other income received	2022-12-31	$-147,332
Noncash contributions received	2022-12-31	$0
Net income (gross income less expenses)	2022-12-31	$-257,573
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$1,313,529
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$1,571,102
Assets. Value of assets in partnership/joint-venture interests	2022-12-31	$50,891
Total contributions received or receivable from employer(s)	2022-12-31	$0
Value of certain deemed distributions of participant loans	2022-12-31	$0
Value of corrective distributions	2022-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$9,121
2021 : ROBERT L. PALTY A PROFESSIONAL CORPORATION EMPLOYEES PROFIT SHARING PLAN AND TRUST 2021 401k financial data
Transfers to/from the plan	2021-12-31	$0
Total plan liabilities at end of year	2021-12-31	$0
Total plan liabilities at beginning of year	2021-12-31	$0
Total income from all sources	2021-12-31	$174,112
Expenses. Total of all expenses incurred	2021-12-31	$24,110
Benefits paid (including direct rollovers)	2021-12-31	$14,500
Total plan assets at end of year	2021-12-31	$1,571,102
Total plan assets at beginning of year	2021-12-31	$1,421,100
Value of fidelity bond covering the plan	2021-12-31	$100,000
Total contributions received or receivable from participants	2021-12-31	$0
Expenses. Other expenses not covered elsewhere	2021-12-31	$0
Contributions received from other sources (not participants or employers)	2021-12-31	$0
Other income received	2021-12-31	$104,112
Noncash contributions received	2021-12-31	$0
Net income (gross income less expenses)	2021-12-31	$150,002
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$1,571,102
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$1,421,100
Assets. Value of assets in partnership/joint-venture interests	2021-12-31	$50,617
Total contributions received or receivable from employer(s)	2021-12-31	$70,000
Value of certain deemed distributions of participant loans	2021-12-31	$0
Value of corrective distributions	2021-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$9,610
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
2020 : ROBERT L. PALTY A PROFESSIONAL CORPORATION EMPLOYEES PROFIT SHARING PLAN AND TRUST 2020 401k financial data
Transfers to/from the plan	2020-12-31	$0
Total plan liabilities at end of year	2020-12-31	$0
Total plan liabilities at beginning of year	2020-12-31	$0
Total income from all sources	2020-12-31	$105,998
Expenses. Total of all expenses incurred	2020-12-31	$8,068
Benefits paid (including direct rollovers)	2020-12-31	$0
Total plan assets at end of year	2020-12-31	$1,421,100
Total plan assets at beginning of year	2020-12-31	$1,323,170
Value of fidelity bond covering the plan	2020-12-31	$100,000
Total contributions received or receivable from participants	2020-12-31	$0
Expenses. Other expenses not covered elsewhere	2020-12-31	$0
Contributions received from other sources (not participants or employers)	2020-12-31	$0
Other income received	2020-12-31	$25,998
Noncash contributions received	2020-12-31	$0
Net income (gross income less expenses)	2020-12-31	$97,930
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$1,421,100
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$1,323,170
Assets. Value of assets in partnership/joint-venture interests	2020-12-31	$49,994
Total contributions received or receivable from employer(s)	2020-12-31	$80,000
Value of certain deemed distributions of participant loans	2020-12-31	$0
Value of corrective distributions	2020-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$8,068
2019 : ROBERT L. PALTY A PROFESSIONAL CORPORATION EMPLOYEES PROFIT SHARING PLAN AND TRUST 2019 401k financial data
Transfers to/from the plan	2019-12-31	$0
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	$192,131
Expenses. Total of all expenses incurred	2019-12-31	$27,536
Benefits paid (including direct rollovers)	2019-12-31	$19,308
Total plan assets at end of year	2019-12-31	$1,323,170
Total plan assets at beginning of year	2019-12-31	$1,158,575
Value of fidelity bond covering the plan	2019-12-31	$100,000
Total contributions received or receivable from participants	2019-12-31	$0
Expenses. Other expenses not covered elsewhere	2019-12-31	$0
Contributions received from other sources (not participants or employers)	2019-12-31	$0
Other income received	2019-12-31	$146,131
Noncash contributions received	2019-12-31	$0
Net income (gross income less expenses)	2019-12-31	$164,595
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$1,323,170
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$1,158,575
Assets. Value of assets in partnership/joint-venture interests	2019-12-31	$46,143
Total contributions received or receivable from employer(s)	2019-12-31	$46,000
Value of certain deemed distributions of participant loans	2019-12-31	$0
Value of corrective distributions	2019-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$8,228
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
2018 : ROBERT L. PALTY A PROFESSIONAL CORPORATION EMPLOYEES PROFIT SHARING PLAN AND TRUST 2018 401k financial data
Total income from all sources	2018-12-31	$-38,467
Expenses. Total of all expenses incurred	2018-12-31	$8,329
Total plan assets at end of year	2018-12-31	$1,158,575
Total plan assets at beginning of year	2018-12-31	$1,205,371
Value of fidelity bond covering the plan	2018-12-31	$100,000
Other income received	2018-12-31	$-49,967
Net income (gross income less expenses)	2018-12-31	$-46,796
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$1,158,575
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$1,205,371
Assets. Value of assets in partnership/joint-venture interests	2018-12-31	$44,322
Total contributions received or receivable from employer(s)	2018-12-31	$11,500
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$8,329
2017 : ROBERT L. PALTY A PROFESSIONAL CORPORATION EMPLOYEES PROFIT SHARING PLAN AND TRUST 2017 401k financial data
Total income from all sources	2017-12-31	$107,115
Expenses. Total of all expenses incurred	2017-12-31	$7,738
Total plan assets at end of year	2017-12-31	$1,205,371
Total plan assets at beginning of year	2017-12-31	$1,105,994
Value of fidelity bond covering the plan	2017-12-31	$100,000
Other income received	2017-12-31	$102,697
Net income (gross income less expenses)	2017-12-31	$99,377
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$1,205,371
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$1,105,994
Assets. Value of assets in partnership/joint-venture interests	2017-12-31	$43,056
Total contributions received or receivable from employer(s)	2017-12-31	$4,418
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$7,738
2016 : ROBERT L. PALTY A PROFESSIONAL CORPORATION EMPLOYEES PROFIT SHARING PLAN AND TRUST 2016 401k financial data
Total income from all sources	2016-12-31	$142,999
Expenses. Total of all expenses incurred	2016-12-31	$6,876
Total plan assets at end of year	2016-12-31	$1,105,994
Total plan assets at beginning of year	2016-12-31	$969,871
Value of fidelity bond covering the plan	2016-12-31	$100,000
Other income received	2016-12-31	$85,999
Net income (gross income less expenses)	2016-12-31	$136,123
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$1,105,994
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$969,871
Assets. Value of assets in partnership/joint-venture interests	2016-12-31	$41,483
Total contributions received or receivable from employer(s)	2016-12-31	$57,000
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$6,876
2015 : ROBERT L. PALTY A PROFESSIONAL CORPORATION EMPLOYEES PROFIT SHARING PLAN AND TRUST 2015 401k financial data
Total income from all sources	2015-12-31	$36,706
Expenses. Total of all expenses incurred	2015-12-31	$6,820
Total plan assets at end of year	2015-12-31	$969,871
Total plan assets at beginning of year	2015-12-31	$939,985
Value of fidelity bond covering the plan	2015-12-31	$100,000
Total contributions received or receivable from participants	2015-12-31	$0
Expenses. Other expenses not covered elsewhere	2015-12-31	$0
Contributions received from other sources (not participants or employers)	2015-12-31	$0
Other income received	2015-12-31	$-16,124
Net income (gross income less expenses)	2015-12-31	$29,886
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$969,871
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$939,985
Assets. Value of assets in partnership/joint-venture interests	2015-12-31	$40,592
Total contributions received or receivable from employer(s)	2015-12-31	$52,830
Value of certain deemed distributions of participant loans	2015-12-31	$6,820
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$0
2014 : ROBERT L. PALTY A PROFESSIONAL CORPORATION EMPLOYEES PROFIT SHARING PLAN AND TRUST 2014 401k financial data
Total income from all sources	2014-12-31	$97,696
Expenses. Total of all expenses incurred	2014-12-31	$16,923
Benefits paid (including direct rollovers)	2014-12-31	$10,460
Total plan assets at end of year	2014-12-31	$939,985
Total plan assets at beginning of year	2014-12-31	$859,212
Value of fidelity bond covering the plan	2014-12-31	$100,000
Total contributions received or receivable from participants	2014-12-31	$0
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$40,696
Net income (gross income less expenses)	2014-12-31	$80,773
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$939,985
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$859,212
Assets. Value of assets in partnership/joint-venture interests	2014-12-31	$38,482
Total contributions received or receivable from employer(s)	2014-12-31	$57,000
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$6,463
2013 : ROBERT L. PALTY A PROFESSIONAL CORPORATION EMPLOYEES PROFIT SHARING PLAN AND TRUST 2013 401k financial data
Total income from all sources	2013-12-31	$75,785
Expenses. Total of all expenses incurred	2013-12-31	$33,941
Benefits paid (including direct rollovers)	2013-12-31	$28,465
Total plan assets at end of year	2013-12-31	$859,212
Total plan assets at beginning of year	2013-12-31	$817,368
Value of fidelity bond covering the plan	2013-12-31	$100,000
Total contributions received or receivable from participants	2013-12-31	$0
Expenses. Other expenses not covered elsewhere	2013-12-31	$5,476
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$33,685
Net income (gross income less expenses)	2013-12-31	$41,844
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$859,212
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$817,368
Assets. Value of assets in partnership/joint-venture interests	2013-12-31	$37,974
Total contributions received or receivable from employer(s)	2013-12-31	$42,100
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : ROBERT L. PALTY A PROFESSIONAL CORPORATION EMPLOYEES PROFIT SHARING PLAN AND TRUST 2012 401k financial data
Total plan liabilities at beginning of year	2012-12-31	$0
Total income from all sources	2012-12-31	$101,082
Expenses. Total of all expenses incurred	2012-12-31	$8,882
Total plan assets at end of year	2012-12-31	$817,368
Total plan assets at beginning of year	2012-12-31	$725,168
Value of fidelity bond covering the plan	2012-12-31	$10,000
Total contributions received or receivable from participants	2012-12-31	$0
Expenses. Other expenses not covered elsewhere	2012-12-31	$8,882
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$15,092
Net income (gross income less expenses)	2012-12-31	$92,200
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$817,368
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$725,168
Assets. Value of assets in partnership/joint-venture interests	2012-12-31	$37,920
Total contributions received or receivable from employer(s)	2012-12-31	$85,990
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$0
2011 : ROBERT L. PALTY A PROFESSIONAL CORPORATION EMPLOYEES PROFIT SHARING PLAN AND TRUST 2011 401k financial data
Transfers to/from the plan	2011-12-31	$0
Total plan liabilities at end of year	2011-12-31	$0
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$3,693
Expenses. Total of all expenses incurred	2011-12-31	$21,370
Benefits paid (including direct rollovers)	2011-12-31	$9,198
Total plan assets at end of year	2011-12-31	$725,168
Total plan assets at beginning of year	2011-12-31	$742,845
Value of fidelity bond covering the plan	2011-12-31	$10,000
Total contributions received or receivable from participants	2011-12-31	$0
Expenses. Other expenses not covered elsewhere	2011-12-31	$12,172
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$-26,307
Noncash contributions received	2011-12-31	$0
Net income (gross income less expenses)	2011-12-31	$-17,677
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$725,168
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$742,845
Assets. Value of assets in partnership/joint-venture interests	2011-12-31	$54,997
Total contributions received or receivable from employer(s)	2011-12-31	$30,000
Value of certain deemed distributions of participant loans	2011-12-31	$0
Value of corrective distributions	2011-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0

Form 5500 Responses for ROBERT L. PALTY A PROFESSIONAL CORPORATION EMPLOYEES PROFIT SHARING PLAN AND TRUST

2022: ROBERT L. PALTY A PROFESSIONAL CORPORATION EMPLOYEES PROFIT SHARING PLAN AND TRUST 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: ROBERT L. PALTY A PROFESSIONAL CORPORATION EMPLOYEES PROFIT SHARING PLAN AND TRUST 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: ROBERT L. PALTY A PROFESSIONAL CORPORATION EMPLOYEES PROFIT SHARING PLAN AND TRUST 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: ROBERT L. PALTY A PROFESSIONAL CORPORATION EMPLOYEES PROFIT SHARING PLAN AND TRUST 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: ROBERT L. PALTY A PROFESSIONAL CORPORATION EMPLOYEES PROFIT SHARING PLAN AND TRUST 2018 form 5500 responses
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. PALTY A PROFESSIONAL CORPORATION EMPLOYEES PROFIT SHARING PLAN AND TRUST 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: ROBERT L. PALTY A PROFESSIONAL CORPORATION EMPLOYEES PROFIT SHARING PLAN AND TRUST 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: ROBERT L. PALTY A PROFESSIONAL CORPORATION EMPLOYEES PROFIT SHARING PLAN AND TRUST 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: ROBERT L. PALTY A PROFESSIONAL CORPORATION EMPLOYEES PROFIT SHARING PLAN AND TRUST 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: ROBERT L. PALTY A PROFESSIONAL CORPORATION EMPLOYEES PROFIT SHARING PLAN AND TRUST 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: ROBERT L. PALTY A PROFESSIONAL CORPORATION EMPLOYEES PROFIT SHARING PLAN AND TRUST 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: ROBERT L. PALTY A PROFESSIONAL CORPORATION EMPLOYEES PROFIT SHARING PLAN AND TRUST 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes

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

Company Name:	ROBERT L. PALTY A PROFESSIONAL CORPORATION
Employer identification number (EIN):	954051186
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers