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ROBERT H SHAW INC PROFIT SHARING PLAN 401k Plan overview

Plan NameROBERT H SHAW INC PROFIT SHARING PLAN
Plan identification number 001

ROBERT H SHAW INC PROFIT SHARING PLAN 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.
  • 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 H SHAW INC has sponsored the creation of one or more 401k plans.

Company Name:ROBERT H SHAW INC
Employer identification number (EIN):942666833
NAIC Classification:531320
NAIC Description:Offices of Real Estate Appraisers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROBERT H SHAW INC PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012018-06-01
0012017-06-01
0012016-06-01
0012015-06-01
0012014-06-01
0012013-06-01
0012011-06-01ROBERT H SHAW ROBERT H SHAW2013-01-21
0012010-06-01PENSION FILERS
0012009-06-01ASSOCIATED PENSION CONSULTANTS

Plan Statistics for ROBERT H SHAW INC PROFIT SHARING PLAN

401k plan membership statisitcs for ROBERT H SHAW INC PROFIT SHARING PLAN

Measure Date Value
2018: ROBERT H SHAW INC PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-06-011
Total number of active participants reported on line 7a of the Form 55002018-06-010
Number of retired or separated participants receiving benefits2018-06-010
Number of other retired or separated participants entitled to future benefits2018-06-010
Total of all active and inactive participants2018-06-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-06-010
Total participants2018-06-010
Number of participants with account balances2018-06-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-06-010
2017: ROBERT H SHAW INC PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-06-012
Total number of active participants reported on line 7a of the Form 55002017-06-011
Number of retired or separated participants receiving benefits2017-06-010
Number of other retired or separated participants entitled to future benefits2017-06-010
Total of all active and inactive participants2017-06-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-06-010
Total participants2017-06-011
Number of participants with account balances2017-06-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-06-010
2016: ROBERT H SHAW INC PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-06-012
Total number of active participants reported on line 7a of the Form 55002016-06-011
Number of retired or separated participants receiving benefits2016-06-010
Number of other retired or separated participants entitled to future benefits2016-06-011
Total of all active and inactive participants2016-06-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-06-010
Total participants2016-06-012
Number of participants with account balances2016-06-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-06-010
2015: ROBERT H SHAW INC PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-06-012
Total number of active participants reported on line 7a of the Form 55002015-06-012
Number of retired or separated participants receiving benefits2015-06-010
Number of other retired or separated participants entitled to future benefits2015-06-010
Total of all active and inactive participants2015-06-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-06-010
Total participants2015-06-012
Number of participants with account balances2015-06-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-06-010
2014: ROBERT H SHAW INC PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-06-012
Total number of active participants reported on line 7a of the Form 55002014-06-012
Number of retired or separated participants receiving benefits2014-06-010
Number of other retired or separated participants entitled to future benefits2014-06-010
Total of all active and inactive participants2014-06-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-06-010
Total participants2014-06-012
Number of participants with account balances2014-06-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-06-010
2013: ROBERT H SHAW INC PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-06-012
Total number of active participants reported on line 7a of the Form 55002013-06-012
Number of retired or separated participants receiving benefits2013-06-010
Number of other retired or separated participants entitled to future benefits2013-06-010
Total of all active and inactive participants2013-06-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-06-010
Total participants2013-06-012
Number of participants with account balances2013-06-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-06-010
2011: ROBERT H SHAW INC PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-06-012
Total number of active participants reported on line 7a of the Form 55002011-06-011
Number of retired or separated participants receiving benefits2011-06-010
Number of other retired or separated participants entitled to future benefits2011-06-010
Total of all active and inactive participants2011-06-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-06-010
Total participants2011-06-011
Number of participants with account balances2011-06-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-06-010
2010: ROBERT H SHAW INC PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-06-012
Total number of active participants reported on line 7a of the Form 55002010-06-011
Number of retired or separated participants receiving benefits2010-06-010
Number of other retired or separated participants entitled to future benefits2010-06-011
Total of all active and inactive participants2010-06-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-06-010
Total participants2010-06-012
Number of participants with account balances2010-06-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-06-010
2009: ROBERT H SHAW INC PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-06-012
Total number of active participants reported on line 7a of the Form 55002009-06-012
Number of retired or separated participants receiving benefits2009-06-010
Number of other retired or separated participants entitled to future benefits2009-06-010
Total of all active and inactive participants2009-06-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-06-010
Total participants2009-06-012
Number of participants with account balances2009-06-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-06-010

Financial Data on ROBERT H SHAW INC PROFIT SHARING PLAN

Measure Date Value
2018 : ROBERT H SHAW INC PROFIT SHARING PLAN 2018 401k financial data
Transfers to/from the plan2018-12-26$0
Total plan liabilities at end of year2018-12-26$0
Total plan liabilities at beginning of year2018-12-26$0
Total income from all sources2018-12-26$1,360
Expenses. Total of all expenses incurred2018-12-26$106,671
Benefits paid (including direct rollovers)2018-12-26$106,671
Total plan assets at end of year2018-12-26$0
Total plan assets at beginning of year2018-12-26$105,311
Value of fidelity bond covering the plan2018-12-26$200,000
Total contributions received or receivable from participants2018-12-26$0
Expenses. Other expenses not covered elsewhere2018-12-26$0
Contributions received from other sources (not participants or employers)2018-12-26$0
Other income received2018-12-26$1,360
Noncash contributions received2018-12-26$0
Net income (gross income less expenses)2018-12-26$-105,311
Net plan assets at end of year (total assets less liabilities)2018-12-26$0
Net plan assets at beginning of year (total assets less liabilities)2018-12-26$105,311
Assets. Value of real-estate (other than employer real property)2018-12-26$0
Total contributions received or receivable from employer(s)2018-12-26$0
Value of certain deemed distributions of participant loans2018-12-26$0
Value of corrective distributions2018-12-26$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-26$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-26$0
Total plan liabilities at end of year2018-05-31$0
Total plan liabilities at beginning of year2018-05-31$0
Total income from all sources2018-05-31$6,326
Expenses. Total of all expenses incurred2018-05-31$12,425
Benefits paid (including direct rollovers)2018-05-31$10,895
Total plan assets at end of year2018-05-31$105,311
Total plan assets at beginning of year2018-05-31$111,410
Value of fidelity bond covering the plan2018-05-31$200,000
Other income received2018-05-31$6,326
Net income (gross income less expenses)2018-05-31$-6,099
Net plan assets at end of year (total assets less liabilities)2018-05-31$105,311
Net plan assets at beginning of year (total assets less liabilities)2018-05-31$111,410
Assets. Value of real-estate (other than employer real property)2018-05-31$92,891
Expenses. Administrative service providers (salaries,fees and commissions)2018-05-31$1,530
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-05-31$0
2017 : ROBERT H SHAW INC PROFIT SHARING PLAN 2017 401k financial data
Transfers to/from the plan2017-05-31$0
Total plan liabilities at end of year2017-05-31$0
Total plan liabilities at beginning of year2017-05-31$0
Total income from all sources2017-05-31$1,630
Expenses. Total of all expenses incurred2017-05-31$6,560
Benefits paid (including direct rollovers)2017-05-31$5,158
Total plan assets at end of year2017-05-31$111,410
Total plan assets at beginning of year2017-05-31$116,340
Value of fidelity bond covering the plan2017-05-31$200,000
Total contributions received or receivable from participants2017-05-31$0
Assets. Value of loans (other than to participants)2017-05-31$93,918
Expenses. Other expenses not covered elsewhere2017-05-31$132
Contributions received from other sources (not participants or employers)2017-05-31$0
Other income received2017-05-31$1,630
Noncash contributions received2017-05-31$0
Net income (gross income less expenses)2017-05-31$-4,930
Net plan assets at end of year (total assets less liabilities)2017-05-31$111,410
Net plan assets at beginning of year (total assets less liabilities)2017-05-31$116,340
Assets. Value of real-estate (other than employer real property)2017-05-31$0
Total contributions received or receivable from employer(s)2017-05-31$0
Value of certain deemed distributions of participant loans2017-05-31$0
Value of corrective distributions2017-05-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-05-31$1,270
2016 : ROBERT H SHAW INC PROFIT SHARING PLAN 2016 401k financial data
Total plan liabilities at end of year2016-05-31$0
Total plan liabilities at beginning of year2016-05-31$0
Total income from all sources2016-05-31$13,406
Expenses. Total of all expenses incurred2016-05-31$22,919
Benefits paid (including direct rollovers)2016-05-31$17,091
Total plan assets at end of year2016-05-31$116,340
Total plan assets at beginning of year2016-05-31$125,853
Value of fidelity bond covering the plan2016-05-31$200,000
Expenses. Other expenses not covered elsewhere2016-05-31$3,734
Other income received2016-05-31$8,406
Net income (gross income less expenses)2016-05-31$-9,513
Net plan assets at end of year (total assets less liabilities)2016-05-31$116,340
Net plan assets at beginning of year (total assets less liabilities)2016-05-31$125,853
Assets. Value of real-estate (other than employer real property)2016-05-31$115,000
Total contributions received or receivable from employer(s)2016-05-31$5,000
Expenses. Administrative service providers (salaries,fees and commissions)2016-05-31$2,094
2015 : ROBERT H SHAW INC PROFIT SHARING PLAN 2015 401k financial data
Total plan liabilities at end of year2015-05-31$0
Total plan liabilities at beginning of year2015-05-31$0
Total income from all sources2015-05-31$18,868
Expenses. Total of all expenses incurred2015-05-31$327,997
Benefits paid (including direct rollovers)2015-05-31$322,402
Total plan assets at end of year2015-05-31$125,853
Total plan assets at beginning of year2015-05-31$434,982
Value of fidelity bond covering the plan2015-05-31$200,000
Expenses. Other expenses not covered elsewhere2015-05-31$4,710
Other income received2015-05-31$18,868
Net income (gross income less expenses)2015-05-31$-309,129
Net plan assets at end of year (total assets less liabilities)2015-05-31$125,853
Net plan assets at beginning of year (total assets less liabilities)2015-05-31$434,982
Assets. Value of real-estate (other than employer real property)2015-05-31$115,000
Expenses. Administrative service providers (salaries,fees and commissions)2015-05-31$885
2014 : ROBERT H SHAW INC PROFIT SHARING PLAN 2014 401k financial data
Transfers to/from the plan2014-05-31$0
Total plan liabilities at end of year2014-05-31$0
Total plan liabilities at beginning of year2014-05-31$0
Total income from all sources2014-05-31$79,463
Expenses. Total of all expenses incurred2014-05-31$13,996
Benefits paid (including direct rollovers)2014-05-31$12,270
Total plan assets at end of year2014-05-31$434,982
Total plan assets at beginning of year2014-05-31$369,515
Value of fidelity bond covering the plan2014-05-31$200,000
Total contributions received or receivable from participants2014-05-31$0
Expenses. Other expenses not covered elsewhere2014-05-31$1,664
Contributions received from other sources (not participants or employers)2014-05-31$0
Other income received2014-05-31$79,463
Net income (gross income less expenses)2014-05-31$65,467
Net plan assets at end of year (total assets less liabilities)2014-05-31$434,982
Net plan assets at beginning of year (total assets less liabilities)2014-05-31$369,515
Assets. Value of real-estate (other than employer real property)2014-05-31$100,000
Total contributions received or receivable from employer(s)2014-05-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-05-31$62
2012 : ROBERT H SHAW INC PROFIT SHARING PLAN 2012 401k financial data
Total plan liabilities at end of year2012-05-31$0
Total income from all sources2012-05-31$24,821
Expenses. Total of all expenses incurred2012-05-31$120,085
Benefits paid (including direct rollovers)2012-05-31$112,195
Total plan assets at end of year2012-05-31$336,825
Total plan assets at beginning of year2012-05-31$432,089
Value of fidelity bond covering the plan2012-05-31$200,000
Total contributions received or receivable from participants2012-05-31$0
Expenses. Other expenses not covered elsewhere2012-05-31$7,834
Other income received2012-05-31$871
Net income (gross income less expenses)2012-05-31$-95,264
Net plan assets at end of year (total assets less liabilities)2012-05-31$336,825
Net plan assets at beginning of year (total assets less liabilities)2012-05-31$432,089
Assets. Value of real-estate (other than employer real property)2012-05-31$72,000
Total contributions received or receivable from employer(s)2012-05-31$23,950
Expenses. Administrative service providers (salaries,fees and commissions)2012-05-31$56
2011 : ROBERT H SHAW INC PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-05-31$5,774
Expenses. Total of all expenses incurred2011-05-31$2,017
Total plan assets at end of year2011-05-31$432,089
Total plan assets at beginning of year2011-05-31$428,332
Value of fidelity bond covering the plan2011-05-31$200,000
Expenses. Other expenses not covered elsewhere2011-05-31$2,017
Other income received2011-05-31$-18,433
Net income (gross income less expenses)2011-05-31$3,757
Net plan assets at end of year (total assets less liabilities)2011-05-31$432,089
Net plan assets at beginning of year (total assets less liabilities)2011-05-31$428,332
Assets. Value of real-estate (other than employer real property)2011-05-31$72,000
Total contributions received or receivable from employer(s)2011-05-31$24,207

Form 5500 Responses for ROBERT H SHAW INC PROFIT SHARING PLAN

2018: ROBERT H SHAW INC PROFIT SHARING PLAN 2018 form 5500 responses
2018-06-01Type of plan entitySingle employer plan
2018-06-01Submission has been amendedNo
2018-06-01This submission is the final filingYes
2018-06-01This return/report is a short plan year return/report (less than 12 months)Yes
2018-06-01Plan is a collectively bargained planNo
2018-06-01Plan funding arrangement – TrustYes
2018-06-01Plan benefit arrangement - TrustYes
2017: ROBERT H SHAW INC PROFIT SHARING PLAN 2017 form 5500 responses
2017-06-01Type of plan entitySingle employer plan
2017-06-01Submission has been amendedNo
2017-06-01This submission is the final filingNo
2017-06-01This return/report is a short plan year return/report (less than 12 months)No
2017-06-01Plan is a collectively bargained planNo
2017-06-01Plan funding arrangement – TrustYes
2017-06-01Plan benefit arrangement - TrustYes
2016: ROBERT H SHAW INC PROFIT SHARING PLAN 2016 form 5500 responses
2016-06-01Type of plan entitySingle employer plan
2016-06-01Submission has been amendedNo
2016-06-01This submission is the final filingNo
2016-06-01This return/report is a short plan year return/report (less than 12 months)No
2016-06-01Plan is a collectively bargained planNo
2016-06-01Plan funding arrangement – TrustYes
2016-06-01Plan benefit arrangement - TrustYes
2015: ROBERT H SHAW INC PROFIT SHARING PLAN 2015 form 5500 responses
2015-06-01Type of plan entitySingle employer plan
2015-06-01Submission has been amendedNo
2015-06-01This submission is the final filingNo
2015-06-01This return/report is a short plan year return/report (less than 12 months)No
2015-06-01Plan is a collectively bargained planNo
2015-06-01Plan funding arrangement – TrustYes
2015-06-01Plan benefit arrangement - TrustYes
2014: ROBERT H SHAW INC PROFIT SHARING PLAN 2014 form 5500 responses
2014-06-01Type of plan entitySingle employer plan
2014-06-01Submission has been amendedNo
2014-06-01This submission is the final filingNo
2014-06-01This return/report is a short plan year return/report (less than 12 months)No
2014-06-01Plan is a collectively bargained planNo
2014-06-01Plan funding arrangement – TrustYes
2014-06-01Plan benefit arrangement - TrustYes
2013: ROBERT H SHAW INC PROFIT SHARING PLAN 2013 form 5500 responses
2013-06-01Type of plan entitySingle employer plan
2013-06-01Submission has been amendedNo
2013-06-01This submission is the final filingNo
2013-06-01This return/report is a short plan year return/report (less than 12 months)No
2013-06-01Plan is a collectively bargained planNo
2013-06-01Plan funding arrangement – TrustYes
2013-06-01Plan benefit arrangement - TrustYes
2011: ROBERT H SHAW INC PROFIT SHARING PLAN 2011 form 5500 responses
2011-06-01Type of plan entitySingle employer plan
2011-06-01Submission has been amendedNo
2011-06-01This submission is the final filingNo
2011-06-01This return/report is a short plan year return/report (less than 12 months)No
2011-06-01Plan is a collectively bargained planNo
2011-06-01Plan funding arrangement – TrustYes
2011-06-01Plan benefit arrangement - TrustYes
2010: ROBERT H SHAW INC PROFIT SHARING PLAN 2010 form 5500 responses
2010-06-01Type of plan entitySingle employer plan
2010-06-01Submission has been amendedNo
2010-06-01This submission is the final filingNo
2010-06-01This return/report is a short plan year return/report (less than 12 months)No
2010-06-01Plan is a collectively bargained planNo
2010-06-01Plan funding arrangement – TrustYes
2010-06-01Plan benefit arrangement - TrustYes
2009: ROBERT H SHAW INC PROFIT SHARING PLAN 2009 form 5500 responses
2009-06-01Type of plan entitySingle employer plan
2009-06-01Submission has been amendedNo
2009-06-01This submission is the final filingNo
2009-06-01This return/report is a short plan year return/report (less than 12 months)No
2009-06-01Plan is a collectively bargained planNo
2009-06-01Plan funding arrangement – TrustYes
2009-06-01Plan benefit arrangement - TrustYes

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