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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 001

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='131935859' AND PlanID='001'

401k Sponsoring company profile

JOSEPH WARREN & CO. C/O ROGOFF & COMPANY PC has sponsored the creation of one or more 401k plans.

Company Name:JOSEPH WARREN & CO. C/O ROGOFF & COMPANY PC
Employer identification number (EIN):131935859
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
0012017-01-01HARRY WHITE
0012016-01-01HARRY WHITE
0012015-01-01HARRY WHITE
0012014-01-01HARRY WHITE
0012013-01-01HARRY WHITE
0012012-01-01HARRY WHITE
0012011-01-01HARRY WHITE
0012009-01-01HARRY W WHITE

Financial Data on AMERICAN INSTITUTE OF CERTIFIED PUBLIC ACCOUNTANTS RETIREMENT PLAN

Measure Date Value
2017 : AMERICAN INSTITUTE OF CERTIFIED PUBLIC ACCOUNTANTS RETIREMENT PLAN 2017 401k financial data
Total income from all sources2017-12-31$29,219
Expenses. Total of all expenses incurred2017-12-31$1,070,475
Benefits paid (including direct rollovers)2017-12-31$1,070,475
Total plan assets at end of year2017-12-31$0
Total plan assets at beginning of year2017-12-31$1,041,256
Other income received2017-12-31$29,219
Net income (gross income less expenses)2017-12-31$-1,041,256
Net plan assets at end of year (total assets less liabilities)2017-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$1,041,256
2016 : AMERICAN INSTITUTE OF CERTIFIED PUBLIC ACCOUNTANTS RETIREMENT PLAN 2016 401k financial data
Total income from all sources2016-12-31$262,685
Expenses. Total of all expenses incurred2016-12-31$2,358,276
Benefits paid (including direct rollovers)2016-12-31$2,358,276
Total plan assets at end of year2016-12-31$1,041,256
Total plan assets at beginning of year2016-12-31$3,136,847
Other income received2016-12-31$262,685
Net income (gross income less expenses)2016-12-31$-2,095,591
Net plan assets at end of year (total assets less liabilities)2016-12-31$1,041,256
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$3,136,847
2015 : AMERICAN INSTITUTE OF CERTIFIED PUBLIC ACCOUNTANTS RETIREMENT PLAN 2015 401k financial data
Total income from all sources2015-12-31$125,251
Expenses. Total of all expenses incurred2015-12-31$69,080
Benefits paid (including direct rollovers)2015-12-31$69,080
Total plan assets at end of year2015-12-31$3,136,847
Total plan assets at beginning of year2015-12-31$3,080,676
Other income received2015-12-31$125,251
Net income (gross income less expenses)2015-12-31$56,171
Net plan assets at end of year (total assets less liabilities)2015-12-31$3,136,847
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$3,080,676
2014 : AMERICAN INSTITUTE OF CERTIFIED PUBLIC ACCOUNTANTS RETIREMENT PLAN 2014 401k financial data
Total income from all sources2014-12-31$255,615
Expenses. Total of all expenses incurred2014-12-31$64,454
Benefits paid (including direct rollovers)2014-12-31$64,454
Total plan assets at end of year2014-12-31$3,080,676
Total plan assets at beginning of year2014-12-31$2,889,515
Other income received2014-12-31$255,615
Net income (gross income less expenses)2014-12-31$191,161
Net plan assets at end of year (total assets less liabilities)2014-12-31$3,080,676
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$2,889,515
2013 : AMERICAN INSTITUTE OF CERTIFIED PUBLIC ACCOUNTANTS RETIREMENT PLAN 2013 401k financial data
Total income from all sources2013-12-31$742,114
Expenses. Total of all expenses incurred2013-12-31$48,965
Benefits paid (including direct rollovers)2013-12-31$48,965
Total plan assets at end of year2013-12-31$2,889,515
Total plan assets at beginning of year2013-12-31$2,196,366
Other income received2013-12-31$742,114
Net income (gross income less expenses)2013-12-31$693,149
Net plan assets at end of year (total assets less liabilities)2013-12-31$2,889,515
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$2,196,366
2012 : AMERICAN INSTITUTE OF CERTIFIED PUBLIC ACCOUNTANTS RETIREMENT PLAN 2012 401k financial data
Total income from all sources2012-12-31$316,133
Expenses. Total of all expenses incurred2012-12-31$82,394
Benefits paid (including direct rollovers)2012-12-31$82,394
Total plan assets at end of year2012-12-31$2,196,366
Total plan assets at beginning of year2012-12-31$1,962,627
Total contributions received or receivable from participants2012-12-31$0
Other income received2012-12-31$316,133
Net income (gross income less expenses)2012-12-31$233,739
Net plan assets at end of year (total assets less liabilities)2012-12-31$2,196,366
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,962,627
Total contributions received or receivable from employer(s)2012-12-31$0
2011 : AMERICAN INSTITUTE OF CERTIFIED PUBLIC ACCOUNTANTS RETIREMENT PLAN 2011 401k financial data
Total income from all sources2011-12-31$15,701
Expenses. Total of all expenses incurred2011-12-31$43,260
Benefits paid (including direct rollovers)2011-12-31$43,260
Total plan assets at end of year2011-12-31$1,962,627
Total plan assets at beginning of year2011-12-31$1,990,186
Total contributions received or receivable from participants2011-12-31$44,000
Other income received2011-12-31$-44,503
Net income (gross income less expenses)2011-12-31$-27,559
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,962,627
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,990,186
Total contributions received or receivable from employer(s)2011-12-31$16,204
2010 : AMERICAN INSTITUTE OF CERTIFIED PUBLIC ACCOUNTANTS RETIREMENT PLAN 2010 401k financial data
Total income from all sources2010-12-31$361,683
Expenses. Total of all expenses incurred2010-12-31$37,243
Benefits paid (including direct rollovers)2010-12-31$37,243
Total plan assets at end of year2010-12-31$1,990,186
Total plan assets at beginning of year2010-12-31$1,665,746
Total contributions received or receivable from participants2010-12-31$47,000
Other income received2010-12-31$297,325
Net income (gross income less expenses)2010-12-31$324,440
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,990,186
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,665,746
Total contributions received or receivable from employer(s)2010-12-31$17,358

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