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THE CLEVELAND GROUP CPAS AND BUSINESS ADVISOR, LL 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameTHE CLEVELAND GROUP CPAS AND BUSINESS ADVISOR, LL 401(K) PROFIT SHARING PLAN
Plan identification number 001

THE CLEVELAND GROUP CPAS AND BUSINESS ADVISOR, LL 401(K) PROFIT SHARING 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan covering Self-Employed individuals.
  • 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

THE CLEVELAND GROUP CPAS AND BUSINESS ADVISORS, LLC has sponsored the creation of one or more 401k plans.

Company Name:THE CLEVELAND GROUP CPAS AND BUSINESS ADVISORS, LLC
Employer identification number (EIN):204917696
NAIC Classification:541211
NAIC Description:Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE CLEVELAND GROUP CPAS AND BUSINESS ADVISOR, LL 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
0012021-01-01B. WILLIAM CLEVELAND2022-10-16
0012020-01-01B. WILLIAM CLEVELAND2021-10-12
0012019-01-01B. WILLIAM CLEVELAND2020-06-26
0012018-01-01B. WILLIAM CLEVELAND2019-10-04
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01B. WILLIAM CLEVELAND2015-02-03
0012013-01-01B. WILLIAM CLEVELAND2014-02-07
0012012-01-01B. WILLIAM CLEVELAND2013-10-14
0012011-01-01B. WILLIAM CLEVELAND2012-07-30
0012010-01-01B. WILLIAM CLEVELAND2011-07-12

Plan Statistics for THE CLEVELAND GROUP CPAS AND BUSINESS ADVISOR, LL 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for THE CLEVELAND GROUP CPAS AND BUSINESS ADVISOR, LL 401(K) PROFIT SHARING PLAN

Measure Date Value
2025: THE CLEVELAND GROUP CPAS AND BUSINESS ADVISOR, LL 401(K) PROFIT SHARING PLAN 2025 401k membership
Total number of particpants at beginning of year2025-04-2222
Total number of particpants at end of year2025-04-2220
Number of Participants With Account Balances2025-04-2218
2024: THE CLEVELAND GROUP CPAS AND BUSINESS ADVISOR, LL 401(K) PROFIT SHARING PLAN 2024 401k membership
Total number of particpants at beginning of year2024-10-1526
Total number of particpants at end of year2024-10-1521
Number of Participants With Account Balances2024-10-1519
2022: THE CLEVELAND GROUP CPAS AND BUSINESS ADVISOR, LL 401(K) PROFIT SHARING PLAN 2022 401k membership
Total number of particpants at beginning of year2022-10-1628
Total number of particpants at end of year2022-10-1617
Number of Participants With Account Balances2022-10-1616

Financial Data on THE CLEVELAND GROUP CPAS AND BUSINESS ADVISOR, LL 401(K) PROFIT SHARING PLAN

Measure Date Value
2025 : THE CLEVELAND GROUP CPAS AND BUSINESS ADVISOR, LL 401(K) PROFIT SHARING PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-04-2241831
Net assets as of the end of the plan year2025-04-221250795
Total assets as of the beginning of the plan year2025-04-22974711
Value of plan covered by a fidelity bond2025-04-22150000
Participant contributions to plan in this plan year2025-04-2299578
Other contributions to plan in this plan year2025-04-225086
Other income to plan in this plan year2025-04-22156645
Plan net income in this plan year2025-04-22276084
Net assets as of the end of the plan year2025-04-221250795
Net assets as of the beginning of the plan year2025-04-22974711
Employer contributions to plan in this plan year2025-04-2256606
Fees paid to broker by Benefit Provider2025-04-22815
Expensese paid to adminstrative service provicers from plan in this plan year2025-04-2214266
2024 : THE CLEVELAND GROUP CPAS AND BUSINESS ADVISOR, LL 401(K) PROFIT SHARING PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-10-15935059
Net assets as of the end of the plan year2024-10-15974711
Total assets as of the beginning of the plan year2024-10-151568730
Value of plan covered by a fidelity bond2024-10-15156873
Participant contributions to plan in this plan year2024-10-1584853
Other expenses paid from plan in this plan year2024-10-150
Other contributions to plan in this plan year2024-10-150
Other income to plan in this plan year2024-10-15193462
Plan net income in this plan year2024-10-15-594019
Net assets as of the end of the plan year2024-10-15974711
Net assets as of the beginning of the plan year2024-10-151568730
Employer contributions to plan in this plan year2024-10-1562725
Fees paid to broker by Benefit Provider2024-10-15402
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-159920
2022 : THE CLEVELAND GROUP CPAS AND BUSINESS ADVISOR, LL 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-10-1654175
Net assets as of the end of the plan year2022-10-161838148
Total assets as of the beginning of the plan year2022-10-161520173
Value of plan covered by a fidelity bond2022-10-16150000
Participant contributions to plan in this plan year2022-10-1669158
Other contributions to plan in this plan year2022-10-1622439
Other income to plan in this plan year2022-10-16240846
Plan net income in this plan year2022-10-16317975
Net assets as of the end of the plan year2022-10-161838148
Net assets as of the beginning of the plan year2022-10-161520173
Employer contributions to plan in this plan year2022-10-1639707
Fees paid to broker by Benefit Provider2022-10-16436
Expensese paid to adminstrative service provicers from plan in this plan year2022-10-168953

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