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ROBERT R. MARCHIONE, CPA, PC 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameROBERT R. MARCHIONE, CPA, PC 401(K) PROFIT SHARING PLAN
Plan identification number 001

ROBERT R. MARCHIONE, CPA, PC 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.

401k Sponsoring company profile

ROBERT MARCHIONE, CPA, PC has sponsored the creation of one or more 401k plans.

Company Name:ROBERT MARCHIONE, CPA, PC
Employer identification number (EIN):043786317
NAIC Classification:541211
NAIC Description:Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROBERT R. MARCHIONE, CPA, PC 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012024-01-01ROBERT R. MARCHIONE
0012023-01-01
0012023-01-01ROBERT R. MARCHIONE
0012022-01-01
0012022-01-01LUDWIG BACH
0012021-01-01
0012021-01-01ROBERT R. MARCHIONE
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01LUDWIG BACH

Financial Data on ROBERT R. MARCHIONE, CPA, PC 401(K) PROFIT SHARING PLAN

Measure Date Value
2024 : ROBERT R. MARCHIONE, CPA, PC 401(K) PROFIT SHARING PLAN 2024 401k financial data
Total income from all sources2024-01-01$226,077
Expenses. Total of all expenses incurred2024-01-01$3,234
Total plan assets at end of year2024-01-01$1,137,156
Total plan assets at beginning of year2024-01-01$914,313
Total contributions received or receivable from participants2024-01-01$30,500
Expenses. Other expenses not covered elsewhere2024-01-01$3,234
Other income received2024-01-01$175,177
Net income (gross income less expenses)2024-01-01$222,843
Net plan assets at end of year (total assets less liabilities)2024-01-01$1,137,156
Net plan assets at beginning of year (total assets less liabilities)2024-01-01$914,313
Total contributions received or receivable from employer(s)2024-01-01$20,400
2023 : ROBERT R. MARCHIONE, CPA, PC 401(K) PROFIT SHARING PLAN 2023 401k financial data
Total income from all sources2023-12-31$151,791
Expenses. Total of all expenses incurred2023-12-31$2,484
Total plan assets at end of year2023-12-31$914,313
Total plan assets at beginning of year2023-12-31$765,006
Total contributions received or receivable from participants2023-12-31$30,000
Expenses. Other expenses not covered elsewhere2023-12-31$2,484
Other income received2023-12-31$101,991
Net income (gross income less expenses)2023-12-31$149,307
Net plan assets at end of year (total assets less liabilities)2023-12-31$914,313
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$765,006
Total contributions received or receivable from employer(s)2023-12-31$19,800
2022 : ROBERT R. MARCHIONE, CPA, PC 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources2022-12-31$-60,619
Expenses. Total of all expenses incurred2022-12-31$2,610
Total plan assets at end of year2022-12-31$765,006
Total plan assets at beginning of year2022-12-31$828,235
Total contributions received or receivable from participants2022-12-31$27,000
Expenses. Other expenses not covered elsewhere2022-12-31$116
Other income received2022-12-31$-99,019
Net income (gross income less expenses)2022-12-31$-63,229
Net plan assets at end of year (total assets less liabilities)2022-12-31$765,006
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$828,235
Total contributions received or receivable from employer(s)2022-12-31$11,400
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$2,494
2021 : ROBERT R. MARCHIONE, CPA, PC 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources2021-12-31$183,752
Expenses. Total of all expenses incurred2021-12-31$2,500
Total plan assets at end of year2021-12-31$828,235
Total plan assets at beginning of year2021-12-31$646,983
Total contributions received or receivable from participants2021-12-31$26,000
Other income received2021-12-31$155,972
Net income (gross income less expenses)2021-12-31$181,252
Net plan assets at end of year (total assets less liabilities)2021-12-31$828,235
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$646,983
Total contributions received or receivable from employer(s)2021-12-31$1,780
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$2,500
2020 : ROBERT R. MARCHIONE, CPA, PC 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources2020-12-31$66,224
Expenses. Total of all expenses incurred2020-12-31$1,980
Total plan assets at end of year2020-12-31$646,983
Total plan assets at beginning of year2020-12-31$582,739
Total contributions received or receivable from participants2020-12-31$26,000
Other income received2020-12-31$38,444
Net income (gross income less expenses)2020-12-31$64,244
Net plan assets at end of year (total assets less liabilities)2020-12-31$646,983
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$582,739
Total contributions received or receivable from employer(s)2020-12-31$1,780
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$1,980
2019 : ROBERT R. MARCHIONE, CPA, PC 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources2019-12-31$141,857
Expenses. Total of all expenses incurred2019-12-31$1,587
Total plan assets at end of year2019-12-31$582,739
Total plan assets at beginning of year2019-12-31$442,469
Total contributions received or receivable from participants2019-12-31$1,620
Other income received2019-12-31$115,237
Net income (gross income less expenses)2019-12-31$140,270
Net plan assets at end of year (total assets less liabilities)2019-12-31$582,739
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$442,469
Total contributions received or receivable from employer(s)2019-12-31$25,000
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$1,587
2018 : ROBERT R. MARCHIONE, CPA, PC 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources2018-12-31$-28,200
Expenses. Total of all expenses incurred2018-12-31$1,506
Total plan assets at end of year2018-12-31$442,469
Total plan assets at beginning of year2018-12-31$472,175
Total contributions received or receivable from participants2018-12-31$24,500
Other income received2018-12-31$-54,260
Net income (gross income less expenses)2018-12-31$-29,706
Net plan assets at end of year (total assets less liabilities)2018-12-31$442,469
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$472,175
Total contributions received or receivable from employer(s)2018-12-31$1,560
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$1,506
2017 : ROBERT R. MARCHIONE, CPA, PC 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources2017-12-31$88,738
Expenses. Total of all expenses incurred2017-12-31$1,556
Total plan assets at end of year2017-12-31$472,175
Total plan assets at beginning of year2017-12-31$384,993
Total contributions received or receivable from participants2017-12-31$24,000
Other income received2017-12-31$63,568
Net income (gross income less expenses)2017-12-31$87,182
Net plan assets at end of year (total assets less liabilities)2017-12-31$472,175
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$384,993
Total contributions received or receivable from employer(s)2017-12-31$1,170
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$1,556

Form 5500 Responses for ROBERT R. MARCHIONE, CPA, PC 401(K) PROFIT SHARING PLAN

2023: ROBERT R. MARCHIONE, CPA, PC 401(K) PROFIT SHARING PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: ROBERT R. MARCHIONE, CPA, PC 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: ROBERT R. MARCHIONE, CPA, PC 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: ROBERT R. MARCHIONE, CPA, PC 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: ROBERT R. MARCHIONE, CPA, PC 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: ROBERT R. MARCHIONE, CPA, PC 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: ROBERT R. MARCHIONE, CPA, PC 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes

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