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GREEN & GREEN, CPAS, INC. 401(K) PLAN 401k Plan overview

Plan NameGREEN & GREEN, CPAS, INC. 401(K) PLAN
Plan identification number 001

GREEN & GREEN, CPAS, INC. 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • 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.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

GREEN & GREEN, CPA, INC. has sponsored the creation of one or more 401k plans.

Company Name:GREEN & GREEN, CPA, INC.
Employer identification number (EIN):202433720
NAIC Classification:541211
NAIC Description:Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GREEN & GREEN, CPAS, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012024-01-01BYRON GREEN
0012023-01-01
0012023-01-01BYRON GREEN
0012022-01-01
0012022-01-01BYRON GREEN
0012021-01-01
0012021-01-01BYRON GREEN
0012020-01-01
0012019-01-01
0012018-01-01BYRON GREEN2019-04-30 BYRON GREEN2019-04-30
0012017-01-01BYRON GREEN2018-09-27 BYRON GREEN2018-09-27
0012016-01-01BYRON GREEN2017-09-05 BYRON GREEN2017-09-05
0012015-01-01BYRON GREEN2016-07-27 BYRON GREEN2016-07-27

Financial Data on GREEN & GREEN, CPAS, INC. 401(K) PLAN

Measure Date Value
2023 : GREEN & GREEN, CPAS, INC. 401(K) PLAN 2023 401k financial data
Transfers to/from the plan2023-12-31$0
Total plan liabilities at end of year2023-12-31$0
Total plan liabilities at beginning of year2023-12-31$0
Total income from all sources2023-12-31$459,212
Expenses. Total of all expenses incurred2023-12-31$20,109
Benefits paid (including direct rollovers)2023-12-31$0
Total plan assets at end of year2023-12-31$2,326,070
Total plan assets at beginning of year2023-12-31$1,886,967
Value of fidelity bond covering the plan2023-12-31$350,000
Assets. Value of tangible personal property2023-12-31$0
Total contributions received or receivable from participants2023-12-31$106,069
Assets. Value of loans (other than to participants)2023-12-31$0
Expenses. Other expenses not covered elsewhere2023-12-31$0
Contributions received from other sources (not participants or employers)2023-12-31$0
Other income received2023-12-31$319,552
Noncash contributions received2023-12-31$0
Net income (gross income less expenses)2023-12-31$439,103
Net plan assets at end of year (total assets less liabilities)2023-12-31$2,326,070
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$1,886,967
Assets. Value of participant loans2023-12-31$0
Assets. Value of assets in partnership/joint-venture interests2023-12-31$0
Assets. Value of real-estate (other than employer real property)2023-12-31$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022023-12-31$0
Assets. Value of employer securities2023-12-31$0
Assets. Value of employer real property2023-12-31$0
Total contributions received or receivable from employer(s)2023-12-31$33,591
Value of certain deemed distributions of participant loans2023-12-31$0
Value of corrective distributions2023-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2023-12-31$20,109
2022 : GREEN & GREEN, CPAS, INC. 401(K) PLAN 2022 401k financial data
Transfers to/from the plan2022-12-31$0
Total plan liabilities at end of year2022-12-31$0
Total plan liabilities at beginning of year2022-12-31$0
Total income from all sources2022-12-31$-208,052
Expenses. Total of all expenses incurred2022-12-31$19,419
Benefits paid (including direct rollovers)2022-12-31$0
Total plan assets at end of year2022-12-31$1,886,967
Total plan assets at beginning of year2022-12-31$2,114,438
Value of fidelity bond covering the plan2022-12-31$350,000
Assets. Value of tangible personal property2022-12-31$0
Total contributions received or receivable from participants2022-12-31$114,217
Assets. Value of loans (other than to participants)2022-12-31$0
Expenses. Other expenses not covered elsewhere2022-12-31$0
Contributions received from other sources (not participants or employers)2022-12-31$0
Other income received2022-12-31$-356,302
Noncash contributions received2022-12-31$0
Net income (gross income less expenses)2022-12-31$-227,471
Net plan assets at end of year (total assets less liabilities)2022-12-31$1,886,967
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$2,114,438
Assets. Value of participant loans2022-12-31$0
Assets. Value of assets in partnership/joint-venture interests2022-12-31$0
Assets. Value of real-estate (other than employer real property)2022-12-31$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022022-12-31$0
Assets. Value of employer securities2022-12-31$0
Assets. Value of employer real property2022-12-31$0
Total contributions received or receivable from employer(s)2022-12-31$34,033
Value of certain deemed distributions of participant loans2022-12-31$0
Value of corrective distributions2022-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$19,419
2021 : GREEN & GREEN, CPAS, INC. 401(K) PLAN 2021 401k financial data
Transfers to/from the plan2021-12-31$0
Total plan liabilities at end of year2021-12-31$0
Total plan liabilities at beginning of year2021-12-31$0
Total income from all sources2021-12-31$373,593
Expenses. Total of all expenses incurred2021-12-31$18,518
Benefits paid (including direct rollovers)2021-12-31$0
Total plan assets at end of year2021-12-31$2,114,438
Total plan assets at beginning of year2021-12-31$1,759,363
Value of fidelity bond covering the plan2021-12-31$350,000
Assets. Value of tangible personal property2021-12-31$0
Total contributions received or receivable from participants2021-12-31$104,667
Assets. Value of loans (other than to participants)2021-12-31$0
Expenses. Other expenses not covered elsewhere2021-12-31$0
Contributions received from other sources (not participants or employers)2021-12-31$0
Other income received2021-12-31$236,829
Noncash contributions received2021-12-31$0
Net income (gross income less expenses)2021-12-31$355,075
Net plan assets at end of year (total assets less liabilities)2021-12-31$2,114,438
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$1,759,363
Assets. Value of participant loans2021-12-31$0
Assets. Value of assets in partnership/joint-venture interests2021-12-31$0
Assets. Value of real-estate (other than employer real property)2021-12-31$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022021-12-31$0
Assets. Value of employer securities2021-12-31$0
Assets. Value of employer real property2021-12-31$0
Total contributions received or receivable from employer(s)2021-12-31$32,097
Value of certain deemed distributions of participant loans2021-12-31$0
Value of corrective distributions2021-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$18,518
2020 : GREEN & GREEN, CPAS, INC. 401(K) PLAN 2020 401k financial data
Transfers to/from the plan2020-12-31$0
Total plan liabilities at end of year2020-12-31$0
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$316,137
Expenses. Total of all expenses incurred2020-12-31$13,619
Benefits paid (including direct rollovers)2020-12-31$-580
Total plan assets at end of year2020-12-31$1,759,363
Total plan assets at beginning of year2020-12-31$1,456,845
Assets. Value of tangible personal property2020-12-31$0
Total contributions received or receivable from participants2020-12-31$78,832
Assets. Value of loans (other than to participants)2020-12-31$0
Expenses. Other expenses not covered elsewhere2020-12-31$0
Contributions received from other sources (not participants or employers)2020-12-31$0
Other income received2020-12-31$214,159
Noncash contributions received2020-12-31$0
Net income (gross income less expenses)2020-12-31$302,518
Net plan assets at end of year (total assets less liabilities)2020-12-31$1,759,363
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$1,456,845
Assets. Value of participant loans2020-12-31$0
Assets. Value of assets in partnership/joint-venture interests2020-12-31$0
Assets. Value of real-estate (other than employer real property)2020-12-31$0
Assets. Value of employer securities2020-12-31$0
Assets. Value of employer real property2020-12-31$0
Total contributions received or receivable from employer(s)2020-12-31$23,146
Value of certain deemed distributions of participant loans2020-12-31$0
Value of corrective distributions2020-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$14,199
2019 : GREEN & GREEN, CPAS, INC. 401(K) PLAN 2019 401k financial data
Transfers to/from the plan2019-12-31$0
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$688,456
Expenses. Total of all expenses incurred2019-12-31$49,359
Benefits paid (including direct rollovers)2019-12-31$38,941
Total plan assets at end of year2019-12-31$1,456,845
Total plan assets at beginning of year2019-12-31$817,748
Total contributions received or receivable from participants2019-12-31$54,813
Expenses. Other expenses not covered elsewhere2019-12-31$0
Contributions received from other sources (not participants or employers)2019-12-31$385,527
Other income received2019-12-31$225,402
Noncash contributions received2019-12-31$0
Net income (gross income less expenses)2019-12-31$639,097
Net plan assets at end of year (total assets less liabilities)2019-12-31$1,456,845
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$817,748
Total contributions received or receivable from employer(s)2019-12-31$22,714
Value of certain deemed distributions of participant loans2019-12-31$0
Value of corrective distributions2019-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$10,418

Form 5500 Responses for GREEN & GREEN, CPAS, INC. 401(K) PLAN

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

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