Logo

I STEFANIA CPA PC PROFIT SHARING PLAN 401k Plan overview

Plan NameI STEFANIA CPA PC PROFIT SHARING PLAN
Plan identification number 001

I STEFANIA CPA PC PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.
  • 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.
  • 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

I STEFANIA CPA PC has sponsored the creation of one or more 401k plans.

Company Name:I STEFANIA CPA PC
Employer identification number (EIN):202349232
NAIC Classification:541211
NAIC Description:Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan I STEFANIA CPA PC PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01ISABELLA STEFANIA2024-04-26
0012022-01-01ISABELLA STEFANIA2023-06-28

Financial Data on I STEFANIA CPA PC PROFIT SHARING PLAN

Measure Date Value
2025 : I STEFANIA CPA PC PROFIT SHARING PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-04-280
Total expenses incurred by plan in this plan year2025-04-280
Net assets as of the end of the plan year2025-04-281451814
Total assets as of the beginning of the plan year2025-04-281117821
Value of plan covered by a fidelity bond2025-04-282000000
Participant contributions to plan in this plan year2025-04-2830500
Other expenses paid from plan in this plan year2025-04-280
Other contributions to plan in this plan year2025-04-280
Other income to plan in this plan year2025-04-28303493
Plan net income in this plan year2025-04-28333993
Net assets as of the end of the plan year2025-04-281451814
Net assets as of the beginning of the plan year2025-04-281117821
Employer contributions to plan in this plan year2025-04-280
Expensese paid to adminstrative service provicers from plan in this plan year2025-04-280
2024 : I STEFANIA CPA PC PROFIT SHARING PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-04-260
Total expenses incurred by plan in this plan year2024-04-260
Net assets as of the end of the plan year2024-04-261117821
Total assets as of the beginning of the plan year2024-04-26765084
Value of plan covered by a fidelity bond2024-04-262000000
Participant contributions to plan in this plan year2024-04-2630000
Other expenses paid from plan in this plan year2024-04-260
Other contributions to plan in this plan year2024-04-260
Other income to plan in this plan year2024-04-26322737
Plan net income in this plan year2024-04-26352737
Net assets as of the end of the plan year2024-04-261117821
Net assets as of the beginning of the plan year2024-04-26765084
Employer contributions to plan in this plan year2024-04-260
Expensese paid to adminstrative service provicers from plan in this plan year2024-04-260

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1