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JAMES S. CLAUSEN & ASSOCIATES PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan NameJAMES S. CLAUSEN & ASSOCIATES PROFIT SHARING PLAN AND TRUST
Plan identification number 001

JAMES S. CLAUSEN & ASSOCIATES PROFIT SHARING PLAN AND TRUST Benefits

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

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

Company Name:CLAUSEN & COMPANY
Employer identification number (EIN):204091461
NAIC Classification:541211
NAIC Description:Offices of Certified Public Accountants

Additional information about CLAUSEN & COMPANY

Jurisdiction of Incorporation: Washington Secretary of State Corporations Division
Incorporation Date: 1994-03-14
Company Identification Number: 601535525
Legal Registered Office Address: 620 W 7TH AVE # 207

SPOKANE
United States of America (USA)
99204

More information about CLAUSEN & COMPANY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JAMES S. CLAUSEN & ASSOCIATES PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012024-01-01JAMES CLAUSEN
0012023-01-01
0012023-01-01JAMES CLAUSEN
0012022-01-01
0012022-01-01JAMES CLAUSEN
0012021-01-01
0012021-01-01JAMES CLAUSEN
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01JAMES CLAUSEN JAMES CLAUSEN2018-06-05
0012016-01-01JAMES CLAUSEN JAMES CLAUSEN2017-09-13
0012015-01-01JAMES CLAUSEN JAMES CLAUSEN2016-09-14
0012014-01-01JAMES CLAUSEN JAMES CLAUSEN2015-09-15
0012013-01-01JAMES CLAUSEN JAMES CLAUSEN2014-08-07
0012012-01-01JAMES CLAUSEN JAMES CLAUSEN2013-09-12
0012011-01-01JAMES CLAUSEN JAMES CLAUSEN2012-05-24
0012010-01-01JAMES CLAUSEN
0012009-01-01JAMES CLAUSEN

Financial Data on JAMES S. CLAUSEN & ASSOCIATES PROFIT SHARING PLAN AND TRUST

Measure Date Value
2023 : JAMES S. CLAUSEN & ASSOCIATES PROFIT SHARING PLAN AND TRUST 2023 401k financial data
Total income from all sources2023-12-31$182,187
Expenses. Total of all expenses incurred2023-12-31$19,820
Benefits paid (including direct rollovers)2023-12-31$16,340
Total plan assets at end of year2023-12-31$1,022,714
Total plan assets at beginning of year2023-12-31$860,347
Value of fidelity bond covering the plan2023-12-31$100,000
Other income received2023-12-31$135,847
Net income (gross income less expenses)2023-12-31$162,367
Net plan assets at end of year (total assets less liabilities)2023-12-31$1,022,714
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$860,347
Total contributions received or receivable from employer(s)2023-12-31$46,340
Expenses. Administrative service providers (salaries,fees and commissions)2023-12-31$3,480
2022 : JAMES S. CLAUSEN & ASSOCIATES PROFIT SHARING PLAN AND TRUST 2022 401k financial data
Total income from all sources2022-12-31$-79,157
Expenses. Total of all expenses incurred2022-12-31$22,870
Benefits paid (including direct rollovers)2022-12-31$19,690
Total plan assets at end of year2022-12-31$860,347
Total plan assets at beginning of year2022-12-31$962,374
Value of fidelity bond covering the plan2022-12-31$100,000
Other income received2022-12-31$-118,847
Net income (gross income less expenses)2022-12-31$-102,027
Net plan assets at end of year (total assets less liabilities)2022-12-31$860,347
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$962,374
Total contributions received or receivable from employer(s)2022-12-31$39,690
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$3,180
2021 : JAMES S. CLAUSEN & ASSOCIATES PROFIT SHARING PLAN AND TRUST 2021 401k financial data
Total income from all sources2021-12-31$187,940
Expenses. Total of all expenses incurred2021-12-31$17,788
Benefits paid (including direct rollovers)2021-12-31$16,115
Total plan assets at end of year2021-12-31$962,374
Total plan assets at beginning of year2021-12-31$792,222
Value of fidelity bond covering the plan2021-12-31$100,000
Other income received2021-12-31$151,825
Net income (gross income less expenses)2021-12-31$170,152
Net plan assets at end of year (total assets less liabilities)2021-12-31$962,374
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$792,222
Assets. Value of participant loans2021-12-31$0
Total contributions received or receivable from employer(s)2021-12-31$36,115
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$1,673
2020 : JAMES S. CLAUSEN & ASSOCIATES PROFIT SHARING PLAN AND TRUST 2020 401k financial data
Total income from all sources2020-12-31$122,733
Expenses. Total of all expenses incurred2020-12-31$3,311
Total plan assets at end of year2020-12-31$792,222
Total plan assets at beginning of year2020-12-31$672,800
Value of fidelity bond covering the plan2020-12-31$80,000
Other income received2020-12-31$72,733
Net income (gross income less expenses)2020-12-31$119,422
Net plan assets at end of year (total assets less liabilities)2020-12-31$792,222
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$672,800
Assets. Value of participant loans2020-12-31$0
Total contributions received or receivable from employer(s)2020-12-31$50,000
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$3,311
2019 : JAMES S. CLAUSEN & ASSOCIATES PROFIT SHARING PLAN AND TRUST 2019 401k financial data
Total income from all sources2019-12-31$174,782
Expenses. Total of all expenses incurred2019-12-31$13,790
Benefits paid (including direct rollovers)2019-12-31$10,600
Total plan assets at end of year2019-12-31$672,800
Total plan assets at beginning of year2019-12-31$511,808
Value of fidelity bond covering the plan2019-12-31$50,000
Other income received2019-12-31$134,182
Net income (gross income less expenses)2019-12-31$160,992
Net plan assets at end of year (total assets less liabilities)2019-12-31$672,800
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$511,808
Assets. Value of participant loans2019-12-31$14,751
Total contributions received or receivable from employer(s)2019-12-31$40,600
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$3,190
2018 : JAMES S. CLAUSEN & ASSOCIATES PROFIT SHARING PLAN AND TRUST 2018 401k financial data
Total income from all sources2018-12-31$-4,941
Expenses. Total of all expenses incurred2018-12-31$2,980
Total plan assets at end of year2018-12-31$511,808
Total plan assets at beginning of year2018-12-31$519,729
Value of fidelity bond covering the plan2018-12-31$50,000
Other income received2018-12-31$-30,011
Net income (gross income less expenses)2018-12-31$-7,921
Net plan assets at end of year (total assets less liabilities)2018-12-31$511,808
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$519,729
Assets. Value of participant loans2018-12-31$19,641
Total contributions received or receivable from employer(s)2018-12-31$25,070
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$2,980
2017 : JAMES S. CLAUSEN & ASSOCIATES PROFIT SHARING PLAN AND TRUST 2017 401k financial data
Total income from all sources2017-12-31$93,366
Expenses. Total of all expenses incurred2017-12-31$66,373
Benefits paid (including direct rollovers)2017-12-31$64,178
Total plan assets at end of year2017-12-31$519,729
Total plan assets at beginning of year2017-12-31$492,736
Value of fidelity bond covering the plan2017-12-31$50,000
Other income received2017-12-31$73,296
Net income (gross income less expenses)2017-12-31$26,993
Net plan assets at end of year (total assets less liabilities)2017-12-31$519,729
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$492,736
Assets. Value of participant loans2017-12-31$24,412
Total contributions received or receivable from employer(s)2017-12-31$20,070
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$2,195
2016 : JAMES S. CLAUSEN & ASSOCIATES PROFIT SHARING PLAN AND TRUST 2016 401k financial data
Total income from all sources2016-12-31$57,202
Expenses. Total of all expenses incurred2016-12-31$2,366
Total plan assets at end of year2016-12-31$492,736
Total plan assets at beginning of year2016-12-31$437,900
Value of fidelity bond covering the plan2016-12-31$50,000
Other income received2016-12-31$32,004
Net income (gross income less expenses)2016-12-31$54,836
Net plan assets at end of year (total assets less liabilities)2016-12-31$492,736
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$437,900
Assets. Value of participant loans2016-12-31$0
Total contributions received or receivable from employer(s)2016-12-31$25,198
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$2,366
2015 : JAMES S. CLAUSEN & ASSOCIATES PROFIT SHARING PLAN AND TRUST 2015 401k financial data
Total income from all sources2015-12-31$46,726
Expenses. Total of all expenses incurred2015-12-31$2,109
Total plan assets at end of year2015-12-31$437,900
Total plan assets at beginning of year2015-12-31$393,283
Value of fidelity bond covering the plan2015-12-31$50,000
Other income received2015-12-31$-3,324
Net income (gross income less expenses)2015-12-31$44,617
Net plan assets at end of year (total assets less liabilities)2015-12-31$437,900
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$393,283
Assets. Value of participant loans2015-12-31$5,100
Total contributions received or receivable from employer(s)2015-12-31$50,050
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$2,109
2014 : JAMES S. CLAUSEN & ASSOCIATES PROFIT SHARING PLAN AND TRUST 2014 401k financial data
Total income from all sources2014-12-31$22,447
Expenses. Total of all expenses incurred2014-12-31$2,012
Total plan assets at end of year2014-12-31$393,283
Total plan assets at beginning of year2014-12-31$372,848
Value of fidelity bond covering the plan2014-12-31$30,000
Other income received2014-12-31$22,447
Net income (gross income less expenses)2014-12-31$20,435
Net plan assets at end of year (total assets less liabilities)2014-12-31$393,283
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$372,848
Assets. Value of participant loans2014-12-31$11,433
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$2,012
2013 : JAMES S. CLAUSEN & ASSOCIATES PROFIT SHARING PLAN AND TRUST 2013 401k financial data
Total income from all sources2013-12-31$94,326
Expenses. Total of all expenses incurred2013-12-31$25,420
Benefits paid (including direct rollovers)2013-12-31$23,827
Total plan assets at end of year2013-12-31$372,848
Total plan assets at beginning of year2013-12-31$303,942
Value of fidelity bond covering the plan2013-12-31$30,000
Other income received2013-12-31$44,326
Net income (gross income less expenses)2013-12-31$68,906
Net plan assets at end of year (total assets less liabilities)2013-12-31$372,848
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$303,942
Assets. Value of participant loans2013-12-31$17,647
Total contributions received or receivable from employer(s)2013-12-31$50,000
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$1,593
2012 : JAMES S. CLAUSEN & ASSOCIATES PROFIT SHARING PLAN AND TRUST 2012 401k financial data
Total income from all sources2012-12-31$70,546
Expenses. Total of all expenses incurred2012-12-31$1,027
Total plan assets at end of year2012-12-31$303,942
Total plan assets at beginning of year2012-12-31$234,423
Value of fidelity bond covering the plan2012-12-31$30,000
Other income received2012-12-31$20,546
Net income (gross income less expenses)2012-12-31$69,519
Net plan assets at end of year (total assets less liabilities)2012-12-31$303,942
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$234,423
Assets. Value of participant loans2012-12-31$23,744
Total contributions received or receivable from employer(s)2012-12-31$50,000
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$1,027
2011 : JAMES S. CLAUSEN & ASSOCIATES PROFIT SHARING PLAN AND TRUST 2011 401k financial data
Total income from all sources2011-12-31$29,016
Expenses. Total of all expenses incurred2011-12-31$1,001
Total plan assets at end of year2011-12-31$234,423
Total plan assets at beginning of year2011-12-31$206,408
Value of fidelity bond covering the plan2011-12-31$30,000
Other income received2011-12-31$-6,134
Net income (gross income less expenses)2011-12-31$28,015
Net plan assets at end of year (total assets less liabilities)2011-12-31$234,423
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$206,408
Total contributions received or receivable from employer(s)2011-12-31$35,150
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$1,001
2010 : JAMES S. CLAUSEN & ASSOCIATES PROFIT SHARING PLAN AND TRUST 2010 401k financial data
Total income from all sources2010-12-31$64,969
Expenses. Total of all expenses incurred2010-12-31$653
Total plan assets at end of year2010-12-31$206,408
Total plan assets at beginning of year2010-12-31$142,092
Value of fidelity bond covering the plan2010-12-31$21,000
Other income received2010-12-31$14,819
Net income (gross income less expenses)2010-12-31$64,316
Net plan assets at end of year (total assets less liabilities)2010-12-31$206,408
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$142,092
Total contributions received or receivable from employer(s)2010-12-31$50,150
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$653

Form 5500 Responses for JAMES S. CLAUSEN & ASSOCIATES PROFIT SHARING PLAN AND TRUST

2023: JAMES S. CLAUSEN & ASSOCIATES PROFIT SHARING PLAN AND TRUST 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: JAMES S. CLAUSEN & ASSOCIATES PROFIT SHARING PLAN AND TRUST 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: JAMES S. CLAUSEN & ASSOCIATES PROFIT SHARING PLAN AND TRUST 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: JAMES S. CLAUSEN & ASSOCIATES PROFIT SHARING PLAN AND TRUST 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: JAMES S. CLAUSEN & ASSOCIATES PROFIT SHARING PLAN AND TRUST 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: JAMES S. CLAUSEN & ASSOCIATES PROFIT SHARING PLAN AND TRUST 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: JAMES S. CLAUSEN & ASSOCIATES PROFIT SHARING PLAN AND TRUST 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: JAMES S. CLAUSEN & ASSOCIATES PROFIT SHARING PLAN AND TRUST 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: JAMES S. CLAUSEN & ASSOCIATES PROFIT SHARING PLAN AND TRUST 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: JAMES S. CLAUSEN & ASSOCIATES PROFIT SHARING PLAN AND TRUST 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: JAMES S. CLAUSEN & ASSOCIATES PROFIT SHARING PLAN AND TRUST 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: JAMES S. CLAUSEN & ASSOCIATES PROFIT SHARING PLAN AND TRUST 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: JAMES S. CLAUSEN & ASSOCIATES PROFIT SHARING PLAN AND TRUST 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: JAMES S. CLAUSEN & ASSOCIATES PROFIT SHARING PLAN AND TRUST 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: JAMES S. CLAUSEN & ASSOCIATES PROFIT SHARING PLAN AND TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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