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BALL & DADDINO, AN ACCOUNTANCY CORPORATION 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameBALL & DADDINO, AN ACCOUNTANCY CORPORATION 401(K) PROFIT SHARING PLAN
Plan identification number 001

BALL & DADDINO, AN ACCOUNTANCY CORPORATION 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • 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.
  • 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

BALL & DADDINO, AN ACCOUNTANCY CORPORATION has sponsored the creation of one or more 401k plans.

Company Name:BALL & DADDINO, AN ACCOUNTANCY CORPORATION
Employer identification number (EIN):203183524
NAIC Classification:541211
NAIC Description:Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BALL & DADDINO, AN ACCOUNTANCY CORPORATION 401(K) PROFIT SHARING PLAN

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
0012018-01-01
0012017-01-01
0012016-01-01JON N. BALL2017-07-20
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01RICHARD AUNE2013-07-25
0012011-01-01RICHARD AUNE2012-07-26
0012010-01-01RICHARD AUNE2011-06-15
0012009-01-01JON BALL

Financial Data on BALL & DADDINO, AN ACCOUNTANCY CORPORATION 401(K) PROFIT SHARING PLAN

Measure Date Value
2025 : BALL & DADDINO, AN ACCOUNTANCY CORPORATION 401(K) PROFIT SHARING PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-07-080
Total liabilities as of the end of the plan year2025-07-080
Total liabilities as of the beginning of the plan year2025-07-080
Total expenses incurred by plan in this plan year2025-07-0838660
Net assets as of the end of the plan year2025-07-084831862
Total assets as of the beginning of the plan year2025-07-084150021
Value of plan covered by a fidelity bond2025-07-08500000
Participant contributions to plan in this plan year2025-07-08119487
Other expenses paid from plan in this plan year2025-07-080
Other contributions to plan in this plan year2025-07-080
Other income to plan in this plan year2025-07-08519394
Plan net income in this plan year2025-07-08681841
Net assets as of the end of the plan year2025-07-084831862
Net assets as of the beginning of the plan year2025-07-084150021
Employer contributions to plan in this plan year2025-07-0881620
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-0838660
2024 : BALL & DADDINO, AN ACCOUNTANCY CORPORATION 401(K) PROFIT SHARING PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-02-200
Total liabilities as of the end of the plan year2024-02-200
Total liabilities as of the beginning of the plan year2024-02-200
Total expenses incurred by plan in this plan year2024-02-2034593
Net assets as of the end of the plan year2024-02-204150021
Total assets as of the beginning of the plan year2024-02-203454918
Value of plan covered by a fidelity bond2024-02-20500000
Participant contributions to plan in this plan year2024-02-20120991
Other expenses paid from plan in this plan year2024-02-20237
Other contributions to plan in this plan year2024-02-200
Other income to plan in this plan year2024-02-20532271
Plan net income in this plan year2024-02-20695103
Net assets as of the end of the plan year2024-02-204150021
Net assets as of the beginning of the plan year2024-02-203454918
Employer contributions to plan in this plan year2024-02-2076434
Expensese paid to adminstrative service provicers from plan in this plan year2024-02-2034356

Form 5500 Responses for BALL & DADDINO, AN ACCOUNTANCY CORPORATION 401(K) PROFIT SHARING PLAN

2009: BALL & DADDINO, AN ACCOUNTANCY CORPORATION 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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