FRANDZEL ROBINS BLOOM & CSATO, L.C. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan FRANDZEL ROBINS BLOOM & CSATO, L.C. 401(K) PROFIT SHARING PLAN
401k plan membership statisitcs for FRANDZEL ROBINS BLOOM & CSATO, L.C. 401(K) PROFIT SHARING PLAN
Measure | Date | Value |
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2022: FRANDZEL ROBINS BLOOM & CSATO, L.C. 401(K) PROFIT SHARING PLAN 2022 401k membership |
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Total participants, beginning-of-year | 2022-01-01 | 43 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 36 |
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 | 6 |
Total of all active and inactive participants | 2022-01-01 | 42 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 42 |
Number of participants with account balances | 2022-01-01 | 41 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: FRANDZEL ROBINS BLOOM & CSATO, L.C. 401(K) PROFIT SHARING PLAN 2021 401k membership |
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Total participants, beginning-of-year | 2021-01-01 | 46 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 36 |
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 | 7 |
Total of all active and inactive participants | 2021-01-01 | 43 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 43 |
Number of participants with account balances | 2021-01-01 | 41 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: FRANDZEL ROBINS BLOOM & CSATO, L.C. 401(K) PROFIT SHARING PLAN 2020 401k membership |
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Total participants, beginning-of-year | 2020-01-01 | 46 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 38 |
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 | 8 |
Total of all active and inactive participants | 2020-01-01 | 46 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 46 |
Number of participants with account balances | 2020-01-01 | 44 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: FRANDZEL ROBINS BLOOM & CSATO, L.C. 401(K) PROFIT SHARING PLAN 2019 401k membership |
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Total participants, beginning-of-year | 2019-01-01 | 49 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 39 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 6 |
Total of all active and inactive participants | 2019-01-01 | 45 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 45 |
Number of participants with account balances | 2019-01-01 | 42 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: FRANDZEL ROBINS BLOOM & CSATO, L.C. 401(K) PROFIT SHARING PLAN 2018 401k membership |
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Total participants, beginning-of-year | 2018-01-01 | 47 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 41 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 8 |
Total of all active and inactive participants | 2018-01-01 | 49 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 49 |
Number of participants with account balances | 2018-01-01 | 44 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: FRANDZEL ROBINS BLOOM & CSATO, L.C. 401(K) PROFIT SHARING PLAN 2017 401k membership |
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Total participants, beginning-of-year | 2017-01-01 | 49 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 40 |
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 | 7 |
Total of all active and inactive participants | 2017-01-01 | 47 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 47 |
Number of participants with account balances | 2017-01-01 | 44 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: FRANDZEL ROBINS BLOOM & CSATO, L.C. 401(K) PROFIT SHARING PLAN 2016 401k membership |
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Total participants, beginning-of-year | 2016-01-01 | 52 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 39 |
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 | 7 |
Total of all active and inactive participants | 2016-01-01 | 46 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 46 |
Number of participants with account balances | 2016-01-01 | 44 |
2015: FRANDZEL ROBINS BLOOM & CSATO, L.C. 401(K) PROFIT SHARING PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 53 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 42 |
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 | 9 |
Total of all active and inactive participants | 2015-01-01 | 51 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 51 |
Number of participants with account balances | 2015-01-01 | 50 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: FRANDZEL ROBINS BLOOM & CSATO, L.C. 401(K) PROFIT SHARING PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 56 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 46 |
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 | 7 |
Total of all active and inactive participants | 2014-01-01 | 53 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 53 |
Number of participants with account balances | 2014-01-01 | 53 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: FRANDZEL ROBINS BLOOM & CSATO, L.C. 401(K) PROFIT SHARING PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 58 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 50 |
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 | 6 |
Total of all active and inactive participants | 2013-01-01 | 56 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 56 |
Number of participants with account balances | 2013-01-01 | 53 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: FRANDZEL ROBINS BLOOM & CSATO, L.C. 401(K) PROFIT SHARING PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 55 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 51 |
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 | 6 |
Total of all active and inactive participants | 2012-01-01 | 57 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 57 |
Number of participants with account balances | 2012-01-01 | 54 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: FRANDZEL ROBINS BLOOM & CSATO, L.C. 401(K) PROFIT SHARING PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 56 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 48 |
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 | 6 |
Total of all active and inactive participants | 2011-01-01 | 54 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 54 |
Number of participants with account balances | 2011-01-01 | 54 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2010: FRANDZEL ROBINS BLOOM & CSATO, L.C. 401(K) PROFIT SHARING PLAN 2010 401k membership |
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Total participants, beginning-of-year | 2010-01-01 | 54 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 47 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 7 |
Total of all active and inactive participants | 2010-01-01 | 54 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
Total participants | 2010-01-01 | 54 |
Number of participants with account balances | 2010-01-01 | 50 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 0 |
2009: FRANDZEL ROBINS BLOOM & CSATO, L.C. 401(K) PROFIT SHARING PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 52 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 46 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 7 |
Total of all active and inactive participants | 2009-01-01 | 53 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 53 |
Number of participants with account balances | 2009-01-01 | 53 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
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2022 : FRANDZEL ROBINS BLOOM & CSATO, L.C. 401(K) PROFIT SHARING PLAN 2022 401k financial data |
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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 | $-4,092,037 |
Expenses. Total of all expenses incurred | 2022-12-31 | $1,310,170 |
Benefits paid (including direct rollovers) | 2022-12-31 | $1,169,539 |
Total plan assets at end of year | 2022-12-31 | $24,658,162 |
Total plan assets at beginning of year | 2022-12-31 | $30,060,369 |
Value of fidelity bond covering the plan | 2022-12-31 | $500,000 |
Total contributions received or receivable from participants | 2022-12-31 | $476,940 |
Expenses. Other expenses not covered elsewhere | 2022-12-31 | $207 |
Contributions received from other sources (not participants or employers) | 2022-12-31 | $17 |
Other income received | 2022-12-31 | $-5,161,140 |
Net income (gross income less expenses) | 2022-12-31 | $-5,402,207 |
Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $24,658,162 |
Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $30,060,369 |
Assets. Value of participant loans | 2022-12-31 | $67,608 |
Assets. Value of assets in partnership/joint-venture interests | 2022-12-31 | $45,490 |
Total contributions received or receivable from employer(s) | 2022-12-31 | $592,146 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $140,424 |
2021 : FRANDZEL ROBINS BLOOM & CSATO, L.C. 401(K) PROFIT SHARING PLAN 2021 401k financial data |
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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 | $5,926,298 |
Expenses. Total of all expenses incurred | 2021-12-31 | $418,512 |
Benefits paid (including direct rollovers) | 2021-12-31 | $299,553 |
Total plan assets at end of year | 2021-12-31 | $30,060,369 |
Total plan assets at beginning of year | 2021-12-31 | $24,552,583 |
Value of fidelity bond covering the plan | 2021-12-31 | $500,000 |
Total contributions received or receivable from participants | 2021-12-31 | $496,415 |
Expenses. Other expenses not covered elsewhere | 2021-12-31 | $99 |
Other income received | 2021-12-31 | $4,898,657 |
Net income (gross income less expenses) | 2021-12-31 | $5,507,786 |
Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $30,060,369 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $24,552,583 |
Assets. Value of participant loans | 2021-12-31 | $72,597 |
Assets. Value of assets in partnership/joint-venture interests | 2021-12-31 | $1,155,750 |
Total contributions received or receivable from employer(s) | 2021-12-31 | $531,226 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $118,860 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
2020 : FRANDZEL ROBINS BLOOM & CSATO, L.C. 401(K) PROFIT SHARING PLAN 2020 401k financial data |
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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 | $4,620,130 |
Expenses. Total of all expenses incurred | 2020-12-31 | $233,409 |
Benefits paid (including direct rollovers) | 2020-12-31 | $119,901 |
Total plan assets at end of year | 2020-12-31 | $24,552,583 |
Total plan assets at beginning of year | 2020-12-31 | $20,165,862 |
Value of fidelity bond covering the plan | 2020-12-31 | $500,000 |
Total contributions received or receivable from participants | 2020-12-31 | $429,922 |
Other income received | 2020-12-31 | $3,694,327 |
Net income (gross income less expenses) | 2020-12-31 | $4,386,721 |
Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $24,552,583 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $20,165,862 |
Assets. Value of participant loans | 2020-12-31 | $77,599 |
Assets. Value of assets in partnership/joint-venture interests | 2020-12-31 | $564,984 |
Total contributions received or receivable from employer(s) | 2020-12-31 | $495,881 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $113,508 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
2019 : FRANDZEL ROBINS BLOOM & CSATO, L.C. 401(K) PROFIT SHARING PLAN 2019 401k financial data |
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Transfers to/from the plan | 2019-12-31 | $-735,441 |
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 | $4,572,952 |
Expenses. Total of all expenses incurred | 2019-12-31 | $968,424 |
Benefits paid (including direct rollovers) | 2019-12-31 | $887,885 |
Total plan assets at end of year | 2019-12-31 | $20,165,862 |
Total plan assets at beginning of year | 2019-12-31 | $17,296,775 |
Value of fidelity bond covering the plan | 2019-12-31 | $500,000 |
Total contributions received or receivable from participants | 2019-12-31 | $420,947 |
Expenses. Other expenses not covered elsewhere | 2019-12-31 | $11 |
Contributions received from other sources (not participants or employers) | 2019-12-31 | $0 |
Other income received | 2019-12-31 | $3,620,998 |
Noncash contributions received | 2019-12-31 | $0 |
Net income (gross income less expenses) | 2019-12-31 | $3,604,528 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $20,165,862 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $17,296,775 |
Assets. Value of participant loans | 2019-12-31 | $103,590 |
Assets. Value of assets in partnership/joint-venture interests | 2019-12-31 | $242,957 |
Total contributions received or receivable from employer(s) | 2019-12-31 | $531,007 |
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 | $80,528 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
2018 : FRANDZEL ROBINS BLOOM & CSATO, L.C. 401(K) PROFIT SHARING PLAN 2018 401k financial data |
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Total plan liabilities at end of year | 2018-12-31 | $0 |
Total plan liabilities at beginning of year | 2018-12-31 | $0 |
Total income from all sources | 2018-12-31 | $12,829 |
Expenses. Total of all expenses incurred | 2018-12-31 | $193,834 |
Benefits paid (including direct rollovers) | 2018-12-31 | $110,782 |
Total plan assets at end of year | 2018-12-31 | $17,296,775 |
Total plan assets at beginning of year | 2018-12-31 | $17,477,780 |
Value of fidelity bond covering the plan | 2018-12-31 | $500,000 |
Total contributions received or receivable from participants | 2018-12-31 | $440,215 |
Contributions received from other sources (not participants or employers) | 2018-12-31 | $0 |
Other income received | 2018-12-31 | $-920,019 |
Noncash contributions received | 2018-12-31 | $0 |
Net income (gross income less expenses) | 2018-12-31 | $-181,005 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $17,296,775 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $17,477,780 |
Assets. Value of participant loans | 2018-12-31 | $131,518 |
Assets. Value of assets in partnership/joint-venture interests | 2018-12-31 | $235,261 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $492,633 |
Value of certain deemed distributions of participant loans | 2018-12-31 | $0 |
Value of corrective distributions | 2018-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $83,052 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
2017 : FRANDZEL ROBINS BLOOM & CSATO, L.C. 401(K) PROFIT SHARING PLAN 2017 401k financial data |
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Total plan liabilities at end of year | 2017-12-31 | $0 |
Total plan liabilities at beginning of year | 2017-12-31 | $0 |
Total income from all sources | 2017-12-31 | $4,157,438 |
Expenses. Total of all expenses incurred | 2017-12-31 | $1,888,261 |
Benefits paid (including direct rollovers) | 2017-12-31 | $1,802,668 |
Total plan assets at end of year | 2017-12-31 | $17,477,780 |
Total plan assets at beginning of year | 2017-12-31 | $15,208,603 |
Value of fidelity bond covering the plan | 2017-12-31 | $500,000 |
Total contributions received or receivable from participants | 2017-12-31 | $346,952 |
Expenses. Other expenses not covered elsewhere | 2017-12-31 | $591 |
Contributions received from other sources (not participants or employers) | 2017-12-31 | $515,911 |
Other income received | 2017-12-31 | $2,787,554 |
Noncash contributions received | 2017-12-31 | $0 |
Net income (gross income less expenses) | 2017-12-31 | $2,269,177 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $17,477,780 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $15,208,603 |
Assets. Value of participant loans | 2017-12-31 | $139,603 |
Assets. Value of assets in partnership/joint-venture interests | 2017-12-31 | $201,361 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $507,021 |
Value of certain deemed distributions of participant loans | 2017-12-31 | $0 |
Value of corrective distributions | 2017-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $85,002 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
2016 : FRANDZEL ROBINS BLOOM & CSATO, L.C. 401(K) PROFIT SHARING PLAN 2016 401k financial data |
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Total plan liabilities at end of year | 2016-12-31 | $0 |
Total plan liabilities at beginning of year | 2016-12-31 | $0 |
Total income from all sources | 2016-12-31 | $2,059,943 |
Expenses. Total of all expenses incurred | 2016-12-31 | $1,912,068 |
Benefits paid (including direct rollovers) | 2016-12-31 | $1,841,532 |
Total plan assets at end of year | 2016-12-31 | $15,208,603 |
Total plan assets at beginning of year | 2016-12-31 | $15,060,728 |
Value of fidelity bond covering the plan | 2016-12-31 | $500,000 |
Total contributions received or receivable from participants | 2016-12-31 | $482,463 |
Expenses. Other expenses not covered elsewhere | 2016-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2016-12-31 | $24,076 |
Other income received | 2016-12-31 | $1,104,627 |
Noncash contributions received | 2016-12-31 | $0 |
Net income (gross income less expenses) | 2016-12-31 | $147,875 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $15,208,603 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $15,060,728 |
Assets. Value of participant loans | 2016-12-31 | $58,906 |
Assets. Value of assets in partnership/joint-venture interests | 2016-12-31 | $125,000 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $448,777 |
Value of certain deemed distributions of participant loans | 2016-12-31 | $0 |
Value of corrective distributions | 2016-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $70,536 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
2015 : FRANDZEL ROBINS BLOOM & CSATO, L.C. 401(K) PROFIT SHARING PLAN 2015 401k financial data |
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Transfers to/from the plan | 2015-12-31 | $0 |
Total plan liabilities at end of year | 2015-12-31 | $0 |
Total plan liabilities at beginning of year | 2015-12-31 | $0 |
Total income from all sources | 2015-12-31 | $1,165,438 |
Expenses. Total of all expenses incurred | 2015-12-31 | $804,613 |
Benefits paid (including direct rollovers) | 2015-12-31 | $744,661 |
Total plan assets at end of year | 2015-12-31 | $15,060,728 |
Total plan assets at beginning of year | 2015-12-31 | $14,699,903 |
Value of fidelity bond covering the plan | 2015-12-31 | $1,000,000 |
Total contributions received or receivable from participants | 2015-12-31 | $364,162 |
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 | $330,936 |
Noncash contributions received | 2015-12-31 | $0 |
Net income (gross income less expenses) | 2015-12-31 | $360,825 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $15,060,728 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $14,699,903 |
Assets. Value of participant loans | 2015-12-31 | $90,326 |
Assets. Value of assets in partnership/joint-venture interests | 2015-12-31 | $25,000 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $470,340 |
Value of certain deemed distributions of participant loans | 2015-12-31 | $0 |
Value of corrective distributions | 2015-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $59,952 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
2014 : FRANDZEL ROBINS BLOOM & CSATO, L.C. 401(K) PROFIT SHARING PLAN 2014 401k financial data |
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Transfers to/from the plan | 2014-12-31 | $725 |
Total plan liabilities at end of year | 2014-12-31 | $0 |
Total plan liabilities at beginning of year | 2014-12-31 | $0 |
Total income from all sources | 2014-12-31 | $2,345,234 |
Expenses. Total of all expenses incurred | 2014-12-31 | $100,363 |
Benefits paid (including direct rollovers) | 2014-12-31 | $49,850 |
Total plan assets at end of year | 2014-12-31 | $14,699,903 |
Total plan assets at beginning of year | 2014-12-31 | $12,454,307 |
Value of fidelity bond covering the plan | 2014-12-31 | $500,000 |
Total contributions received or receivable from participants | 2014-12-31 | $473,360 |
Expenses. Other expenses not covered elsewhere | 2014-12-31 | $387 |
Contributions received from other sources (not participants or employers) | 2014-12-31 | $0 |
Other income received | 2014-12-31 | $1,365,571 |
Noncash contributions received | 2014-12-31 | $0 |
Net income (gross income less expenses) | 2014-12-31 | $2,244,871 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $14,699,903 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $12,454,307 |
Assets. Value of participant loans | 2014-12-31 | $84,809 |
Assets. Value of assets in partnership/joint-venture interests | 2014-12-31 | $25,000 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $506,303 |
Value of certain deemed distributions of participant loans | 2014-12-31 | $0 |
Value of corrective distributions | 2014-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $50,126 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
2013 : FRANDZEL ROBINS BLOOM & CSATO, L.C. 401(K) PROFIT SHARING PLAN 2013 401k financial data |
---|
Transfers to/from the plan | 2013-12-31 | $138,752 |
Total plan liabilities at end of year | 2013-12-31 | $0 |
Total plan liabilities at beginning of year | 2013-12-31 | $0 |
Total income from all sources | 2013-12-31 | $2,846,613 |
Expenses. Total of all expenses incurred | 2013-12-31 | $416,586 |
Benefits paid (including direct rollovers) | 2013-12-31 | $415,799 |
Total plan assets at end of year | 2013-12-31 | $12,454,307 |
Total plan assets at beginning of year | 2013-12-31 | $9,885,528 |
Value of fidelity bond covering the plan | 2013-12-31 | $500,000 |
Total contributions received or receivable from participants | 2013-12-31 | $394,878 |
Expenses. Other expenses not covered elsewhere | 2013-12-31 | $787 |
Contributions received from other sources (not participants or employers) | 2013-12-31 | $0 |
Other income received | 2013-12-31 | $2,128,717 |
Noncash contributions received | 2013-12-31 | $0 |
Net income (gross income less expenses) | 2013-12-31 | $2,430,027 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $12,454,307 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $9,885,528 |
Assets. Value of participant loans | 2013-12-31 | $89,104 |
Assets. Value of assets in partnership/joint-venture interests | 2013-12-31 | $25,000 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $323,018 |
Value of certain deemed distributions of participant loans | 2013-12-31 | $0 |
Value of corrective distributions | 2013-12-31 | $0 |
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 : FRANDZEL ROBINS BLOOM & CSATO, L.C. 401(K) PROFIT SHARING PLAN 2012 401k financial data |
---|
Transfers to/from the plan | 2012-12-31 | $87,271 |
Total income from all sources | 2012-12-31 | $1,993,692 |
Expenses. Total of all expenses incurred | 2012-12-31 | $197,834 |
Benefits paid (including direct rollovers) | 2012-12-31 | $196,596 |
Total plan assets at end of year | 2012-12-31 | $9,885,528 |
Total plan assets at beginning of year | 2012-12-31 | $8,002,399 |
Value of fidelity bond covering the plan | 2012-12-31 | $1,000,000 |
Total contributions received or receivable from participants | 2012-12-31 | $443,121 |
Contributions received from other sources (not participants or employers) | 2012-12-31 | $23,467 |
Other income received | 2012-12-31 | $1,066,547 |
Net income (gross income less expenses) | 2012-12-31 | $1,795,858 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $9,885,528 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $8,002,399 |
Assets. Value of participant loans | 2012-12-31 | $105,669 |
Assets. Value of assets in partnership/joint-venture interests | 2012-12-31 | $105,000 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $460,557 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $1,238 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
2011 : FRANDZEL ROBINS BLOOM & CSATO, L.C. 401(K) PROFIT SHARING PLAN 2011 401k financial data |
---|
Transfers to/from the plan | 2011-12-31 | $-1,994 |
Total income from all sources | 2011-12-31 | $812,795 |
Expenses. Total of all expenses incurred | 2011-12-31 | $299,662 |
Benefits paid (including direct rollovers) | 2011-12-31 | $298,437 |
Total plan assets at end of year | 2011-12-31 | $8,002,399 |
Total plan assets at beginning of year | 2011-12-31 | $7,491,260 |
Value of fidelity bond covering the plan | 2011-12-31 | $1,000,000 |
Total contributions received or receivable from participants | 2011-12-31 | $363,557 |
Other income received | 2011-12-31 | $-5,977 |
Net income (gross income less expenses) | 2011-12-31 | $513,133 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $8,002,399 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $7,491,260 |
Assets. Value of participant loans | 2011-12-31 | $88,674 |
Assets. Value of assets in partnership/joint-venture interests | 2011-12-31 | $145,000 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $455,215 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $1,225 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
2010 : FRANDZEL ROBINS BLOOM & CSATO, L.C. 401(K) PROFIT SHARING PLAN 2010 401k financial data |
---|
Transfers to/from the plan | 2010-12-31 | $27,012 |
Total plan liabilities at beginning of year | 2010-12-31 | $0 |
Total income from all sources | 2010-12-31 | $1,282,163 |
Expenses. Total of all expenses incurred | 2010-12-31 | $99,441 |
Benefits paid (including direct rollovers) | 2010-12-31 | $98,364 |
Total plan assets at end of year | 2010-12-31 | $7,491,260 |
Total plan assets at beginning of year | 2010-12-31 | $6,281,526 |
Value of fidelity bond covering the plan | 2010-12-31 | $1,000,000 |
Total contributions received or receivable from participants | 2010-12-31 | $388,407 |
Other income received | 2010-12-31 | $477,860 |
Net income (gross income less expenses) | 2010-12-31 | $1,182,722 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $7,491,260 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $6,281,526 |
Assets. Value of participant loans | 2010-12-31 | $99,785 |
Assets. Value of assets in partnership/joint-venture interests | 2010-12-31 | $65,000 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $415,896 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $1,077 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
2009 : FRANDZEL ROBINS BLOOM & CSATO, L.C. 401(K) PROFIT SHARING PLAN 2009 401k financial data |
---|
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
2022: FRANDZEL ROBINS BLOOM & CSATO, L.C. 401(K) PROFIT SHARING PLAN 2022 form 5500 responses |
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2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Submission has been amended | No |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: FRANDZEL ROBINS BLOOM & CSATO, L.C. 401(K) PROFIT SHARING PLAN 2021 form 5500 responses |
---|
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: FRANDZEL ROBINS BLOOM & CSATO, L.C. 401(K) PROFIT SHARING PLAN 2020 form 5500 responses |
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2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: FRANDZEL ROBINS BLOOM & CSATO, L.C. 401(K) PROFIT SHARING PLAN 2019 form 5500 responses |
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2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: FRANDZEL ROBINS BLOOM & CSATO, L.C. 401(K) PROFIT SHARING PLAN 2018 form 5500 responses |
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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: FRANDZEL ROBINS BLOOM & CSATO, L.C. 401(K) PROFIT SHARING PLAN 2017 form 5500 responses |
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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: FRANDZEL ROBINS BLOOM & CSATO, L.C. 401(K) PROFIT SHARING PLAN 2016 form 5500 responses |
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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: FRANDZEL ROBINS BLOOM & CSATO, L.C. 401(K) PROFIT SHARING PLAN 2015 form 5500 responses |
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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: FRANDZEL ROBINS BLOOM & CSATO, L.C. 401(K) PROFIT SHARING PLAN 2014 form 5500 responses |
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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: FRANDZEL ROBINS BLOOM & CSATO, L.C. 401(K) PROFIT SHARING PLAN 2013 form 5500 responses |
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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: FRANDZEL ROBINS BLOOM & CSATO, L.C. 401(K) PROFIT SHARING PLAN 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: FRANDZEL ROBINS BLOOM & CSATO, L.C. 401(K) PROFIT SHARING PLAN 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 |
2010: FRANDZEL ROBINS BLOOM & CSATO, L.C. 401(K) PROFIT SHARING PLAN 2010 form 5500 responses |
---|
2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Submission has been amended | No |
2010-01-01 | This submission is the final filing | No |
2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-01-01 | Plan is a collectively bargained plan | No |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |
2009: FRANDZEL ROBINS BLOOM & CSATO, L.C. 401(K) PROFIT SHARING PLAN 2009 form 5500 responses |
---|
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |