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DAVID A. CROKE, CPA, LTD. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameDAVID A. CROKE, CPA, LTD. 401(K) PROFIT SHARING PLAN
Plan identification number 001

DAVID A. CROKE, CPA, LTD. 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
  • 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.

401k Sponsoring company profile

DAVID A. CROKE, CPA, LTD. has sponsored the creation of one or more 401k plans.

Company Name:DAVID A. CROKE, CPA, LTD.
Employer identification number (EIN):208192979
NAIC Classification:541211
NAIC Description:Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DAVID A. CROKE, CPA, LTD. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01DAVID CROKE2024-04-26
0012022-01-01DAVID CROKE2023-06-02
0012021-01-01DAVID CROKE2022-09-19
0012020-01-01DAVID CROKE2021-05-18
0012019-01-01DAVID CROKE2020-06-16
0012018-01-01DAVID CROKE2019-06-28
0012017-01-01DAVID CROKE2018-05-10
0012016-01-01DAVID CROKE2017-05-03
0012015-01-01DAVID CROKE2016-04-25
0012014-01-01DAVID CROKE2015-04-20
0012013-01-01DAVID CROKE2014-05-08
0012012-01-01DAVID CROKE2013-02-22
0012011-01-01DAVID CROKE2012-06-21
0012010-01-01DAVID CROKE2011-02-21
0012009-01-01DAVID CROKE

Financial Data on DAVID A. CROKE, CPA, LTD. 401(K) PROFIT SHARING PLAN

Measure Date Value
2025 : DAVID A. CROKE, CPA, LTD. 401(K) PROFIT SHARING PLAN 2025 401k financial data
Total liabilities as of the end of the plan year2025-03-180
Total liabilities as of the beginning of the plan year2025-03-180
Total expenses incurred by plan in this plan year2025-03-181978810
Net assets as of the end of the plan year2025-03-180
Total assets as of the beginning of the plan year2025-03-181645362
Value of plan covered by a fidelity bond2025-03-18150000
Participant contributions to plan in this plan year2025-03-1830500
Other expenses paid from plan in this plan year2025-03-180
Other contributions to plan in this plan year2025-03-180
Other income to plan in this plan year2025-03-18292948
Plan net income in this plan year2025-03-18-1645362
Net assets as of the end of the plan year2025-03-180
Net assets as of the beginning of the plan year2025-03-181645362
Employer contributions to plan in this plan year2025-03-1810000
Expensese paid to adminstrative service provicers from plan in this plan year2025-03-188696
2024 : DAVID A. CROKE, CPA, LTD. 401(K) PROFIT SHARING PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-04-260
Total liabilities as of the end of the plan year2024-04-260
Total liabilities as of the beginning of the plan year2024-04-260
Total expenses incurred by plan in this plan year2024-04-266908
Net assets as of the end of the plan year2024-04-261645362
Total assets as of the beginning of the plan year2024-04-261297869
Value of plan covered by a fidelity bond2024-04-26150000
Participant contributions to plan in this plan year2024-04-2640094
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 year2024-04-26282300
Plan net income in this plan year2024-04-26347493
Net assets as of the end of the plan year2024-04-261645362
Net assets as of the beginning of the plan year2024-04-261297869
Employer contributions to plan in this plan year2024-04-2632007
Expensese paid to adminstrative service provicers from plan in this plan year2024-04-266908
2022 : DAVID A. CROKE, CPA, LTD. 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-09-196666
Net assets as of the end of the plan year2022-09-191535894
Total assets as of the beginning of the plan year2022-09-191263266
Value of plan covered by a fidelity bond2022-09-19150000
Participant contributions to plan in this plan year2022-09-1940571
Other income to plan in this plan year2022-09-19206611
Plan net income in this plan year2022-09-19272628
Net assets as of the end of the plan year2022-09-191535894
Net assets as of the beginning of the plan year2022-09-191263266
Employer contributions to plan in this plan year2022-09-1932112
Expensese paid to adminstrative service provicers from plan in this plan year2022-09-196666
2009 : DAVID A. CROKE, CPA, LTD. 401(K) PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for DAVID A. CROKE, CPA, LTD. 401(K) PROFIT SHARING PLAN

2009: DAVID A. CROKE, CPA, LTD. 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01First time form 5500 has been submittedYes
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

Potentially related plans

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