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ROBERT V HOUSEL CO LPA PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan NameROBERT V HOUSEL CO LPA PROFIT SHARING PLAN & TRUST
Plan identification number 001

ROBERT V HOUSEL CO LPA PROFIT SHARING PLAN & TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.
  • Plan covering Self-Employed individuals.

401k Sponsoring company profile

ROBERT V. HOUSEL CO LPA has sponsored the creation of one or more 401k plans.

Company Name:ROBERT V. HOUSEL CO LPA
Employer identification number (EIN):341434768
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROBERT V HOUSEL CO LPA PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012019-04-01ROBERT HOUSEL2020-10-29
0012018-04-01ROBERT HOUSEL2019-10-25
0012017-04-01ROBERT HOUSEL2018-10-12
0012016-04-01ROBERT HOUSEL2017-10-17
0012015-04-01ROBERT HOUSEL
0012014-04-01ROBERT HOUSEL
0012013-04-01ROBERT HOUSEL
0012012-04-01ROBERT HOUSEL
0012011-04-01ROBERT V. HOUSEL

Plan Statistics for ROBERT V HOUSEL CO LPA PROFIT SHARING PLAN & TRUST

401k plan membership statisitcs for ROBERT V HOUSEL CO LPA PROFIT SHARING PLAN & TRUST

Measure Date Value
2015: ROBERT V HOUSEL CO LPA PROFIT SHARING PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year2015-04-011
Total number of active participants reported on line 7a of the Form 55002015-04-011
Number of retired or separated participants receiving benefits2015-04-010
Number of other retired or separated participants entitled to future benefits2015-04-010
Total of all active and inactive participants2015-04-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-04-010
Total participants2015-04-011
Number of participants with account balances2015-04-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-04-010
2014: ROBERT V HOUSEL CO LPA PROFIT SHARING PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year2014-04-011
Total number of active participants reported on line 7a of the Form 55002014-04-011
Number of retired or separated participants receiving benefits2014-04-010
Number of other retired or separated participants entitled to future benefits2014-04-010
Total of all active and inactive participants2014-04-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-04-010
Total participants2014-04-011
Number of participants with account balances2014-04-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-04-010
2013: ROBERT V HOUSEL CO LPA PROFIT SHARING PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year2013-04-011
Total number of active participants reported on line 7a of the Form 55002013-04-011
Total of all active and inactive participants2013-04-011
Total participants2013-04-011
Number of participants with account balances2013-04-011
2012: ROBERT V HOUSEL CO LPA PROFIT SHARING PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year2012-04-011
Total number of active participants reported on line 7a of the Form 55002012-04-011
Total of all active and inactive participants2012-04-011
Total participants2012-04-011
Number of participants with account balances2012-04-011
2011: ROBERT V HOUSEL CO LPA PROFIT SHARING PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year2011-04-011
Total number of active participants reported on line 7a of the Form 55002011-04-011
Total of all active and inactive participants2011-04-011
Total participants2011-04-011
Number of participants with account balances2011-04-011

Financial Data on ROBERT V HOUSEL CO LPA PROFIT SHARING PLAN & TRUST

Measure Date Value
2016 : ROBERT V HOUSEL CO LPA PROFIT SHARING PLAN & TRUST 2016 401k financial data
Total income from all sources2016-03-31$-1,087
Expenses. Total of all expenses incurred2016-03-31$65,508
Benefits paid (including direct rollovers)2016-03-31$60,394
Total plan assets at end of year2016-03-31$1,379,384
Total plan assets at beginning of year2016-03-31$1,445,979
Total contributions received or receivable from participants2016-03-31$24,000
Other income received2016-03-31$-25,087
Net income (gross income less expenses)2016-03-31$-66,595
Net plan assets at end of year (total assets less liabilities)2016-03-31$1,379,384
Net plan assets at beginning of year (total assets less liabilities)2016-03-31$1,445,979
Assets. Value of assets in partnership/joint-venture interests2016-03-31$497,761
Expenses. Administrative service providers (salaries,fees and commissions)2016-03-31$5,114
2015 : ROBERT V HOUSEL CO LPA PROFIT SHARING PLAN & TRUST 2015 401k financial data
Total income from all sources2015-03-31$330,877
Expenses. Total of all expenses incurred2015-03-31$51,923
Benefits paid (including direct rollovers)2015-03-31$46,118
Total plan assets at end of year2015-03-31$1,445,979
Total plan assets at beginning of year2015-03-31$1,167,025
Other income received2015-03-31$330,877
Net income (gross income less expenses)2015-03-31$278,954
Net plan assets at end of year (total assets less liabilities)2015-03-31$1,445,979
Net plan assets at beginning of year (total assets less liabilities)2015-03-31$1,167,025
Expenses. Administrative service providers (salaries,fees and commissions)2015-03-31$5,805
2014 : ROBERT V HOUSEL CO LPA PROFIT SHARING PLAN & TRUST 2014 401k financial data
Total income from all sources2014-03-31$16,251
Expenses. Total of all expenses incurred2014-03-31$20,656
Benefits paid (including direct rollovers)2014-03-31$14,801
Total plan assets at end of year2014-03-31$1,167,025
Total plan assets at beginning of year2014-03-31$1,171,430
Other income received2014-03-31$16,251
Net income (gross income less expenses)2014-03-31$-4,405
Net plan assets at end of year (total assets less liabilities)2014-03-31$1,167,025
Net plan assets at beginning of year (total assets less liabilities)2014-03-31$1,171,430
Expenses. Administrative service providers (salaries,fees and commissions)2014-03-31$5,855
2013 : ROBERT V HOUSEL CO LPA PROFIT SHARING PLAN & TRUST 2013 401k financial data
Total income from all sources2013-03-31$49,779
Expenses. Total of all expenses incurred2013-03-31$20,510
Benefits paid (including direct rollovers)2013-03-31$14,686
Total plan assets at end of year2013-03-31$1,171,430
Total plan assets at beginning of year2013-03-31$1,142,161
Other income received2013-03-31$49,779
Net income (gross income less expenses)2013-03-31$29,269
Net plan assets at end of year (total assets less liabilities)2013-03-31$1,171,430
Net plan assets at beginning of year (total assets less liabilities)2013-03-31$1,142,161
Expenses. Administrative service providers (salaries,fees and commissions)2013-03-31$5,824
2012 : ROBERT V HOUSEL CO LPA PROFIT SHARING PLAN & TRUST 2012 401k financial data
Total income from all sources2012-03-31$22,597
Expenses. Total of all expenses incurred2012-03-31$270,567
Benefits paid (including direct rollovers)2012-03-31$264,276
Total plan assets at end of year2012-03-31$1,142,161
Total plan assets at beginning of year2012-03-31$1,390,131
Value of fidelity bond covering the plan2012-03-31$150,000
Other income received2012-03-31$22,597
Net income (gross income less expenses)2012-03-31$-247,970
Net plan assets at end of year (total assets less liabilities)2012-03-31$1,142,161
Net plan assets at beginning of year (total assets less liabilities)2012-03-31$1,390,131
Expenses. Administrative service providers (salaries,fees and commissions)2012-03-31$6,291

Form 5500 Responses for ROBERT V HOUSEL CO LPA PROFIT SHARING PLAN & TRUST

2015: ROBERT V HOUSEL CO LPA PROFIT SHARING PLAN & TRUST 2015 form 5500 responses
2015-04-01Type of plan entitySingle employer plan
2015-04-01Plan funding arrangement – InsuranceYes
2015-04-01Plan funding arrangement – TrustYes
2015-04-01Plan benefit arrangement - TrustYes
2015-04-01Plan benefit arrangement – General assets of the sponsorYes
2014: ROBERT V HOUSEL CO LPA PROFIT SHARING PLAN & TRUST 2014 form 5500 responses
2014-04-01Type of plan entitySingle employer plan
2014-04-01Plan funding arrangement – InsuranceYes
2014-04-01Plan funding arrangement – TrustYes
2014-04-01Plan benefit arrangement - TrustYes
2014-04-01Plan benefit arrangement – General assets of the sponsorYes
2013: ROBERT V HOUSEL CO LPA PROFIT SHARING PLAN & TRUST 2013 form 5500 responses
2013-04-01Type of plan entitySingle employer plan
2013-04-01Submission has been amendedNo
2013-04-01This submission is the final filingNo
2013-04-01This return/report is a short plan year return/report (less than 12 months)No
2013-04-01Plan is a collectively bargained planNo
2013-04-01Plan funding arrangement – TrustYes
2013-04-01Plan benefit arrangement - TrustYes
2012: ROBERT V HOUSEL CO LPA PROFIT SHARING PLAN & TRUST 2012 form 5500 responses
2012-04-01Type of plan entitySingle employer plan
2012-04-01Submission has been amendedNo
2012-04-01This submission is the final filingNo
2012-04-01This return/report is a short plan year return/report (less than 12 months)No
2012-04-01Plan is a collectively bargained planNo
2012-04-01Plan funding arrangement – TrustYes
2012-04-01Plan benefit arrangement - TrustYes
2011: ROBERT V HOUSEL CO LPA PROFIT SHARING PLAN & TRUST 2011 form 5500 responses
2011-04-01Type of plan entitySingle employer plan
2011-04-01Plan funding arrangement – TrustYes
2011-04-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number135570651
Policy instance 1
Insurance contract or identification number135570651
Number of Individuals Covered1
Insurance policy start date2015-04-01
Insurance policy end date2016-03-31
Total amount of commissions paid to insurance brokerUSD $2,536
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,536
Insurance broker organization code?3
Insurance broker nameWILLIAM R. HAWKE
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number135570651
Policy instance 1
Insurance contract or identification number135570651
Number of Individuals Covered1
Insurance policy start date2014-04-01
Insurance policy end date2015-03-31
Total amount of commissions paid to insurance brokerUSD $10,707
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $10,707
Insurance broker organization code?3
Insurance broker nameWILLIAM R. HAWKE
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number135570651
Policy instance 1
Insurance contract or identification number135570651
Number of Individuals Covered1
Insurance policy start date2013-04-01
Insurance policy end date2014-03-31
Total amount of commissions paid to insurance brokerUSD $214
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $214
Insurance broker organization code?3
Insurance broker nameWILLIAM R HAWKE
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number158208655
Policy instance 1
Insurance contract or identification number158208655
Number of Individuals Covered1
Insurance policy start date2012-04-01
Insurance policy end date2013-03-31
Total amount of commissions paid to insurance brokerUSD $214
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $214
Insurance broker organization code?3
Insurance broker nameWILLIAM R HAWKE
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number158208855
Policy instance 1
Insurance contract or identification number158208855
Number of Individuals Covered1
Insurance policy start date2011-04-01
Insurance policy end date2012-03-31
Total amount of commissions paid to insurance brokerUSD $214
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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