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AMERICAN INSTITUTE OF CERTIFIED PUBLIC ACCOUNTANTS 401k Plan overview

Plan NameAMERICAN INSTITUTE OF CERTIFIED PUBLIC ACCOUNTANTS
Plan identification number 001

AMERICAN INSTITUTE OF CERTIFIED PUBLIC ACCOUNTANTS 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='131944790' AND PlanID='001'

401k Sponsoring company profile

LEWIS BRAFF & COMPANY has sponsored the creation of one or more 401k plans.

Company Name:LEWIS BRAFF & COMPANY
Employer identification number (EIN):131944790
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

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012019-01-01
0012019-01-01
0012018-01-01
0012017-01-01BRUCE ZIGLER
0012016-01-01BRUCE ZIGLER BRUCE ZIGLER2017-07-26
0012015-01-01BRUCE ZIGLER BRUCE ZIGLER2016-10-17
0012014-01-01BRUCE ZIGLER BRUCE ZIGLER2015-07-27
0012013-01-01BRUCE ZIGLER BRUCE ZIGLER2014-07-24
0012012-01-01BRUCE ZIGLER
0012011-01-01BRUCE ZIGLER
0012010-01-01BRUCE ZIGLER
0012009-01-01BRUCE ZIGLER

Financial Data on AMERICAN INSTITUTE OF CERTIFIED PUBLIC ACCOUNTANTS

Measure Date Value
2025 : AMERICAN INSTITUTE OF CERTIFIED PUBLIC ACCOUNTANTS 2025 401k financial data
Total transfers to/from plan in this plan year2025-09-110
Total liabilities as of the end of the plan year2025-09-110
Total liabilities as of the beginning of the plan year2025-09-110
Total expenses incurred by plan in this plan year2025-09-1160000
Net assets as of the end of the plan year2025-09-119795720
Total assets as of the beginning of the plan year2025-09-117991324
Participant contributions to plan in this plan year2025-09-1191500
Other expenses paid from plan in this plan year2025-09-110
Other contributions to plan in this plan year2025-09-110
Other income to plan in this plan year2025-09-111642160
Plan net income in this plan year2025-09-111804396
Net assets as of the end of the plan year2025-09-119795720
Net assets as of the beginning of the plan year2025-09-117991324
Employer contributions to plan in this plan year2025-09-11130736
Expensese paid to adminstrative service provicers from plan in this plan year2025-09-110
2024 : AMERICAN INSTITUTE OF CERTIFIED PUBLIC ACCOUNTANTS 2024 401k financial data
Total transfers to/from plan in this plan year2024-03-270
Total liabilities as of the end of the plan year2024-03-270
Total liabilities as of the beginning of the plan year2024-03-270
Total expenses incurred by plan in this plan year2024-03-27171110
Net assets as of the end of the plan year2024-03-278449696
Total assets as of the beginning of the plan year2024-03-276492630
Participant contributions to plan in this plan year2024-03-2790000
Other expenses paid from plan in this plan year2024-03-270
Other contributions to plan in this plan year2024-03-270
Other income to plan in this plan year2024-03-271923181
Plan net income in this plan year2024-03-271957066
Net assets as of the end of the plan year2024-03-278449696
Net assets as of the beginning of the plan year2024-03-276492630
Employer contributions to plan in this plan year2024-03-27114995
Expensese paid to adminstrative service provicers from plan in this plan year2024-03-27121166
2017 : AMERICAN INSTITUTE OF CERTIFIED PUBLIC ACCOUNTANTS 2017 401k financial data
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$669,379
Expenses. Total of all expenses incurred2017-12-31$46,009
Total plan assets at end of year2017-12-31$3,963,034
Total plan assets at beginning of year2017-12-31$3,339,664
Total contributions received or receivable from participants2017-12-31$7,313
Other income received2017-12-31$530,166
Net income (gross income less expenses)2017-12-31$623,370
Net plan assets at end of year (total assets less liabilities)2017-12-31$3,963,034
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$3,339,664
Total contributions received or receivable from employer(s)2017-12-31$131,900
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$46,009
2016 : AMERICAN INSTITUTE OF CERTIFIED PUBLIC ACCOUNTANTS 2016 401k financial data
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$288,505
Expenses. Total of all expenses incurred2016-12-31$40,605
Total plan assets at end of year2016-12-31$3,339,664
Total plan assets at beginning of year2016-12-31$3,091,764
Total contributions received or receivable from participants2016-12-31$7,313
Other income received2016-12-31$151,192
Net income (gross income less expenses)2016-12-31$247,900
Net plan assets at end of year (total assets less liabilities)2016-12-31$3,339,664
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$3,091,764
Total contributions received or receivable from employer(s)2016-12-31$130,000
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$40,605
2015 : AMERICAN INSTITUTE OF CERTIFIED PUBLIC ACCOUNTANTS 2015 401k financial data
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$65,583
Expenses. Total of all expenses incurred2015-12-31$40,717
Total plan assets at end of year2015-12-31$3,091,764
Total plan assets at beginning of year2015-12-31$3,066,898
Total contributions received or receivable from participants2015-12-31$7,442
Other income received2015-12-31$-73,859
Net income (gross income less expenses)2015-12-31$24,866
Net plan assets at end of year (total assets less liabilities)2015-12-31$3,091,764
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$3,066,898
Total contributions received or receivable from employer(s)2015-12-31$132,000
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$40,717
2014 : AMERICAN INSTITUTE OF CERTIFIED PUBLIC ACCOUNTANTS 2014 401k financial data
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$377,033
Expenses. Total of all expenses incurred2014-12-31$37,371
Benefits paid (including direct rollovers)2014-12-31$2,300
Total plan assets at end of year2014-12-31$3,066,898
Total plan assets at beginning of year2014-12-31$2,727,236
Total contributions received or receivable from participants2014-12-31$7,313
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$224,720
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$339,662
Net plan assets at end of year (total assets less liabilities)2014-12-31$3,066,898
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$2,727,236
Total contributions received or receivable from employer(s)2014-12-31$145,000
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$35,071
2013 : AMERICAN INSTITUTE OF CERTIFIED PUBLIC ACCOUNTANTS 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$568,027
Expenses. Total of all expenses incurred2013-12-31$28,741
Benefits paid (including direct rollovers)2013-12-31$2,300
Total plan assets at end of year2013-12-31$2,727,236
Total plan assets at beginning of year2013-12-31$2,187,950
Total contributions received or receivable from participants2013-12-31$7,313
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$423,714
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$539,286
Net plan assets at end of year (total assets less liabilities)2013-12-31$2,727,236
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$2,187,950
Total contributions received or receivable from employer(s)2013-12-31$137,000
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$26,441
2012 : AMERICAN INSTITUTE OF CERTIFIED PUBLIC ACCOUNTANTS 2012 401k financial data
Total income from all sources2012-12-31$393,247
Expenses. Total of all expenses incurred2012-12-31$125,410
Benefits paid (including direct rollovers)2012-12-31$102,500
Total plan assets at end of year2012-12-31$2,187,950
Total plan assets at beginning of year2012-12-31$1,920,113
Total contributions received or receivable from participants2012-12-31$7,126
Other income received2012-12-31$246,121
Net income (gross income less expenses)2012-12-31$267,837
Net plan assets at end of year (total assets less liabilities)2012-12-31$2,187,950
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,920,113
Total contributions received or receivable from employer(s)2012-12-31$140,000
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$22,910
2011 : AMERICAN INSTITUTE OF CERTIFIED PUBLIC ACCOUNTANTS 2011 401k financial data
Total income from all sources2011-12-31$237,830
Expenses. Total of all expenses incurred2011-12-31$141,527
Benefits paid (including direct rollovers)2011-12-31$120,000
Total plan assets at end of year2011-12-31$1,920,113
Total plan assets at beginning of year2011-12-31$1,823,810
Total contributions received or receivable from participants2011-12-31$147,000
Other income received2011-12-31$83,802
Net income (gross income less expenses)2011-12-31$96,303
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,920,113
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,823,810
Total contributions received or receivable from employer(s)2011-12-31$7,028
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$21,527
2010 : AMERICAN INSTITUTE OF CERTIFIED PUBLIC ACCOUNTANTS 2010 401k financial data
Total income from all sources2010-12-31$306,990
Expenses. Total of all expenses incurred2010-12-31$22,592
Benefits paid (including direct rollovers)2010-12-31$7,800
Total plan assets at end of year2010-12-31$1,823,810
Total plan assets at beginning of year2010-12-31$1,539,412
Total contributions received or receivable from participants2010-12-31$142,800
Other income received2010-12-31$157,169
Net income (gross income less expenses)2010-12-31$284,398
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,823,810
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,539,412
Total contributions received or receivable from employer(s)2010-12-31$7,021
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$14,792

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