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FRANCIS J. SANDS, III, CPA, P.C. PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan NameFRANCIS J. SANDS, III, CPA, P.C. PROFIT SHARING PLAN & TRUST
Plan identification number 001

FRANCIS J. SANDS, III, CPA, P.C. PROFIT SHARING PLAN & TRUST Benefits

401k Plan TypeDefined 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.
  • 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

FRANCIS J. SANDS, III, CPA, P.C. has sponsored the creation of one or more 401k plans.

Company Name:FRANCIS J. SANDS, III, CPA, P.C.
Employer identification number (EIN):043621328
NAIC Classification:541211
NAIC Description:Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FRANCIS J. SANDS, III, CPA, P.C. PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01FRANCIS J. SANDS, III2023-08-11
0012021-01-01FRANCIS J. SANDS, III2022-09-26
0012020-01-01FRANCIS J. SANDS, III2021-08-02
0012019-01-01FRANCIS J. SANDS, III2020-07-20
0012018-01-01FRANCIS J. SANDS, III2019-09-11
0012017-01-01FRANCIS J. SANDS, III2018-09-14
0012016-01-01FRANCIS J. SANDS, III2017-09-13
0012015-01-01FRANCIS J. SANDS, III2016-10-09
0012014-01-01FRANCIS J. SANDS, III2015-10-10
0012013-01-01FRANCIS J. SANDS, III2014-09-15
0012012-01-01FRANCIS J. SANDS, III2013-08-28
0012011-01-01FRANCIS J. SANDS, III2012-08-16
0012010-01-01FRANCIS J. SANDS, III2011-09-13

Plan Statistics for FRANCIS J. SANDS, III, CPA, P.C. PROFIT SHARING PLAN & TRUST

401k plan membership statisitcs for FRANCIS J. SANDS, III, CPA, P.C. PROFIT SHARING PLAN & TRUST

Measure Date Value
2025: FRANCIS J. SANDS, III, CPA, P.C. PROFIT SHARING PLAN & TRUST 2025 401k membership
Total number of particpants at beginning of year2025-10-146
Total number of particpants at end of year2025-10-145
Number of Participants With Account Balances2025-10-145
2024: FRANCIS J. SANDS, III, CPA, P.C. PROFIT SHARING PLAN & TRUST 2024 401k membership
Total number of particpants at beginning of year2024-10-156
Total number of particpants at end of year2024-10-156
Number of Participants With Account Balances2024-10-156
2022: FRANCIS J. SANDS, III, CPA, P.C. PROFIT SHARING PLAN & TRUST 2022 401k membership
Total number of particpants at beginning of year2022-09-266
Total number of particpants at end of year2022-09-266
Number of Participants With Account Balances2022-09-266

Financial Data on FRANCIS J. SANDS, III, CPA, P.C. PROFIT SHARING PLAN & TRUST

Measure Date Value
2025 : FRANCIS J. SANDS, III, CPA, P.C. PROFIT SHARING PLAN & TRUST 2025 401k financial data
Total transfers to/from plan in this plan year2025-10-140
Total liabilities as of the end of the plan year2025-10-140
Total liabilities as of the beginning of the plan year2025-10-140
Total expenses incurred by plan in this plan year2025-10-1430229
Net assets as of the end of the plan year2025-10-141645376
Total assets as of the beginning of the plan year2025-10-141456267
Participant contributions to plan in this plan year2025-10-140
Other expenses paid from plan in this plan year2025-10-140
Other contributions to plan in this plan year2025-10-140
Other income to plan in this plan year2025-10-14219338
Plan net income in this plan year2025-10-14189109
Net assets as of the end of the plan year2025-10-141645376
Net assets as of the beginning of the plan year2025-10-141456267
Employer contributions to plan in this plan year2025-10-140
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-147910
2024 : FRANCIS J. SANDS, III, CPA, P.C. PROFIT SHARING PLAN & TRUST 2024 401k financial data
Total transfers to/from plan in this plan year2024-10-150
Total liabilities as of the end of the plan year2024-10-150
Total liabilities as of the beginning of the plan year2024-10-150
Total expenses incurred by plan in this plan year2024-10-156638
Net assets as of the end of the plan year2024-10-151456267
Total assets as of the beginning of the plan year2024-10-151325839
Value of plan covered by a fidelity bond2024-10-15250000
Participant contributions to plan in this plan year2024-10-150
Other expenses paid from plan in this plan year2024-10-150
Other contributions to plan in this plan year2024-10-150
Other income to plan in this plan year2024-10-15137066
Plan net income in this plan year2024-10-15130428
Net assets as of the end of the plan year2024-10-151456267
Net assets as of the beginning of the plan year2024-10-151325839
Employer contributions to plan in this plan year2024-10-150
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-156638
2022 : FRANCIS J. SANDS, III, CPA, P.C. PROFIT SHARING PLAN & TRUST 2022 401k financial data
Total liabilities as of the end of the plan year2022-09-260
Total liabilities as of the beginning of the plan year2022-09-260
Total expenses incurred by plan in this plan year2022-09-260
Net assets as of the end of the plan year2022-09-261358998
Total assets as of the beginning of the plan year2022-09-261206959
Value of plan covered by a fidelity bond2022-09-26250000
Other income to plan in this plan year2022-09-2679298
Plan net income in this plan year2022-09-26152039
Net assets as of the end of the plan year2022-09-261358998
Net assets as of the beginning of the plan year2022-09-261206959
Employer contributions to plan in this plan year2022-09-2672741

Potentially related plans

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