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AMERICAN INSTITUTE OF CERTIFIED PUBLIC ACCOUNTANTS RETIREMENT PLAN 401k Plan overview

Plan NameAMERICAN INSTITUTE OF CERTIFIED PUBLIC ACCOUNTANTS RETIREMENT PLAN
Plan identification number 002

AMERICAN INSTITUTE OF CERTIFIED PUBLIC ACCOUNTANTS RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
    SELECT distinct(Description) AS Description FROM 401k_benefit_codes LEFT JOIN 401k_benefit_code_description ON BenefitCode=Code COLLATE utf8_unicode_ci WHERE EIN='112541995' AND PlanID='002'

401k Sponsoring company profile

CONO J. GALLO AND COMPANY, LLP has sponsored the creation of one or more 401k plans.

Company Name:CONO J. GALLO AND COMPANY, LLP
Employer identification number (EIN):112541995
NAIC Classification:541211
NAIC Description:Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan AMERICAN INSTITUTE OF CERTIFIED PUBLIC ACCOUNTANTS RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022013-01-01JOHN J. GALLO2013-07-03 JOHN J. GALLO2013-07-03
0022012-01-01JOHN J. GALLO2013-05-31 JOHN J. GALLO2013-05-31
0022011-01-01JOHN J. GALLO
0022010-01-01JOHN J. GALLO
0022009-01-01JOHN J. GALLO
0022009-01-01 JOHN J. GALLO2010-05-14

Financial Data on AMERICAN INSTITUTE OF CERTIFIED PUBLIC ACCOUNTANTS RETIREMENT PLAN

Measure Date Value
2011 : AMERICAN INSTITUTE OF CERTIFIED PUBLIC ACCOUNTANTS RETIREMENT PLAN 2011 401k financial data
Total income from all sources2011-12-31$62,354
Expenses. Total of all expenses incurred2011-12-31$93,480
Benefits paid (including direct rollovers)2011-12-31$93,480
Total plan assets at end of year2011-12-31$2,854,561
Total plan assets at beginning of year2011-12-31$2,885,687
Other income received2011-12-31$10,726
Net income (gross income less expenses)2011-12-31$-31,126
Net plan assets at end of year (total assets less liabilities)2011-12-31$2,854,561
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$2,885,687
Total contributions received or receivable from employer(s)2011-12-31$51,628
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : AMERICAN INSTITUTE OF CERTIFIED PUBLIC ACCOUNTANTS RETIREMENT PLAN 2010 401k financial data
Total income from all sources2010-12-31$293,695
Expenses. Total of all expenses incurred2010-12-31$46,956
Benefits paid (including direct rollovers)2010-12-31$46,956
Total plan assets at end of year2010-12-31$2,885,687
Total plan assets at beginning of year2010-12-31$2,638,948
Other income received2010-12-31$261,576
Net income (gross income less expenses)2010-12-31$246,739
Net plan assets at end of year (total assets less liabilities)2010-12-31$2,885,687
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$2,638,948
Total contributions received or receivable from employer(s)2010-12-31$32,119
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : AMERICAN INSTITUTE OF CERTIFIED PUBLIC ACCOUNTANTS RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Potentially related plans

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