401k Plan data: DRS. ROBBINS & ZIRKLE, PARTNERS PROFIT SHARING plan

DRS. ROBBINS & ZIRKLE, PARTNERS PROFIT SHARING 401k Plan overview

Plan Name	DRS. ROBBINS & ZIRKLE, PARTNERS PROFIT SHARING
Plan identification number	002

DRS. ROBBINS & ZIRKLE, PARTNERS PROFIT SHARING Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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.
Participant-directed brokerage accounts provided as an investment option under the plan.
Plan covering Self-Employed individuals.
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

DRS. ROBBINS & ZIRKLE, PARTNERS has sponsored the creation of one or more 401k plans.

Company Name: DRS. ROBBINS & ZIRKLE, PARTNERS

Employer identification number (EIN): 356265602

NAIC Classification: 621320
NAIC Description: Offices of Optometrists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DRS. ROBBINS & ZIRKLE, PARTNERS PROFIT SHARING

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01 MICHAEL S. ZIRKLE 2024-07-18
002 2022-01-01 MICHAEL S. ZIRKLE 2023-10-16
002 2021-01-01 MICHAEL S. ZIRKLE 2022-07-26
002 2020-01-01 MICHAEL S. ZIRKLE 2021-07-29
002 2019-01-01 MICHAEL S. ZIRKLE 2020-06-18
002 2018-01-01 MICHAEL S. ZIRKLE 2019-06-06
002 2017-01-01 MICHAEL S. ZIRKLE 2018-06-07
002 2016-01-01 MICHAEL S. ZIRKLE 2017-06-06
002 2015-01-01 MICHAEL S. ZIRKLE 2016-06-06
002 2014-01-01 MICHAEL S. ZIRKLE 2015-07-13
002 2013-01-01 MICHAEL S. ZIRKLE 2014-07-22
002 2012-01-01 MICHAEL S. ZIRKLE 2013-07-02
002 2011-01-01 MICHAEL S ZIRKLE 2013-07-02
002 2010-01-01 MICHAEL S ZIRKLE 2013-07-01

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2023-01-01	MICHAEL S. ZIRKLE	2024-07-18
002	2022-01-01	MICHAEL S. ZIRKLE	2023-10-16
002	2021-01-01	MICHAEL S. ZIRKLE	2022-07-26
002	2020-01-01	MICHAEL S. ZIRKLE	2021-07-29
002	2019-01-01	MICHAEL S. ZIRKLE	2020-06-18
002	2018-01-01	MICHAEL S. ZIRKLE	2019-06-06
002	2017-01-01	MICHAEL S. ZIRKLE	2018-06-07
002	2016-01-01	MICHAEL S. ZIRKLE	2017-06-06
002	2015-01-01	MICHAEL S. ZIRKLE	2016-06-06
002	2014-01-01	MICHAEL S. ZIRKLE	2015-07-13
002	2013-01-01	MICHAEL S. ZIRKLE	2014-07-22
002	2012-01-01	MICHAEL S. ZIRKLE	2013-07-02
002	2011-01-01	MICHAEL S ZIRKLE	2013-07-02
002	2010-01-01	MICHAEL S ZIRKLE	2013-07-01

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Company Name:	DRS. ROBBINS & ZIRKLE, PARTNERS
Employer identification number (EIN):	356265602
NAIC Classification:	621320
NAIC Description:	Offices of Optometrists