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SHAPIRO & SHAPIRO CPA PA 401K PLAN 401k Plan overview

Plan NameSHAPIRO & SHAPIRO CPA PA 401K PLAN
Plan identification number 001

SHAPIRO & SHAPIRO CPA PA 401K 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

SHAPIRO & SHAPIRO CPAS PA has sponsored the creation of one or more 401k plans.

Company Name:SHAPIRO & SHAPIRO CPAS PA
Employer identification number (EIN):222468659
NAIC Classification:541211
NAIC Description:Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SHAPIRO & SHAPIRO CPA PA 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01ROBERT SHAPIRO2023-06-22
0012021-01-01ROBERT SHAPIRO2022-05-25
0012020-01-01ROBERT SHAPIRO2021-06-28
0012019-01-01ROBERT SHAPIRO2020-07-04
0012018-01-01ROBERT SHAPIRO2019-05-28
0012017-01-01ROBERT SHAPIRO2018-06-06
0012016-01-01ROBERT SHAPIRO2017-07-11
0012015-01-01ROBERT SHAPIRO
0012014-01-01ROBERT SHAPIRO
0012013-01-01ROBERT SHAPIRO
0012012-01-01ROBERT SHAPIRO
0012011-01-01ROBERT SHAPIRO
0012009-01-01ROBERT SHAPIRO

Plan Statistics for SHAPIRO & SHAPIRO CPA PA 401K PLAN

401k plan membership statisitcs for SHAPIRO & SHAPIRO CPA PA 401K PLAN

Measure Date Value
2015: SHAPIRO & SHAPIRO CPA PA 401K PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-015
Total number of active participants reported on line 7a of the Form 55002015-01-014
Total of all active and inactive participants2015-01-014
Total participants2015-01-014
Number of participants with account balances2015-01-015
2014: SHAPIRO & SHAPIRO CPA PA 401K PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-015
Total number of active participants reported on line 7a of the Form 55002014-01-014
Total of all active and inactive participants2014-01-014
Total participants2014-01-014
Number of participants with account balances2014-01-014
2013: SHAPIRO & SHAPIRO CPA PA 401K PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-015
Total number of active participants reported on line 7a of the Form 55002013-01-014
Total of all active and inactive participants2013-01-014
Total participants2013-01-014
Number of participants with account balances2013-01-015
2012: SHAPIRO & SHAPIRO CPA PA 401K PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-017
Total number of active participants reported on line 7a of the Form 55002012-01-015
Total of all active and inactive participants2012-01-015
Total participants2012-01-015
Number of participants with account balances2012-01-015
2011: SHAPIRO & SHAPIRO CPA PA 401K PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-017
Total number of active participants reported on line 7a of the Form 55002011-01-015
Total of all active and inactive participants2011-01-015
Total participants2011-01-015
Number of participants with account balances2011-01-017
2009: SHAPIRO & SHAPIRO CPA PA 401K PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-017
Total number of active participants reported on line 7a of the Form 55002009-01-015
Total of all active and inactive participants2009-01-015
Total participants2009-01-015
Number of participants with account balances2009-01-017

Financial Data on SHAPIRO & SHAPIRO CPA PA 401K PLAN

Measure Date Value
2015 : SHAPIRO & SHAPIRO CPA PA 401K PLAN 2015 401k financial data
Total income from all sources2015-12-31$145,183
Total plan assets at end of year2015-12-31$1,483,380
Total plan assets at beginning of year2015-12-31$1,338,197
Total contributions received or receivable from participants2015-12-31$57,706
Other income received2015-12-31$25,019
Net income (gross income less expenses)2015-12-31$145,183
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,483,380
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$1,338,197
Total contributions received or receivable from employer(s)2015-12-31$62,458
2014 : SHAPIRO & SHAPIRO CPA PA 401K PLAN 2014 401k financial data
Total income from all sources2014-12-31$143,270
Expenses. Total of all expenses incurred2014-12-31$77,928
Benefits paid (including direct rollovers)2014-12-31$77,928
Total plan assets at end of year2014-12-31$1,338,197
Total plan assets at beginning of year2014-12-31$1,272,855
Value of fidelity bond covering the plan2014-12-31$150,000
Total contributions received or receivable from participants2014-12-31$33,252
Other income received2014-12-31$57,258
Net income (gross income less expenses)2014-12-31$65,342
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,338,197
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,272,855
Total contributions received or receivable from employer(s)2014-12-31$52,760
2013 : SHAPIRO & SHAPIRO CPA PA 401K PLAN 2013 401k financial data
Total income from all sources2013-12-31$181,528
Total plan assets at end of year2013-12-31$1,272,855
Total plan assets at beginning of year2013-12-31$1,091,327
Value of fidelity bond covering the plan2013-12-31$150,000
Total contributions received or receivable from participants2013-12-31$34,130
Other income received2013-12-31$109,081
Net income (gross income less expenses)2013-12-31$181,528
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,272,855
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,091,327
Total contributions received or receivable from employer(s)2013-12-31$38,317
2012 : SHAPIRO & SHAPIRO CPA PA 401K PLAN 2012 401k financial data
Total income from all sources2012-12-31$132,617
Expenses. Total of all expenses incurred2012-12-31$77,680
Benefits paid (including direct rollovers)2012-12-31$77,680
Total plan assets at end of year2012-12-31$1,091,327
Total plan assets at beginning of year2012-12-31$1,036,390
Total contributions received or receivable from participants2012-12-31$52,125
Other income received2012-12-31$12,801
Net income (gross income less expenses)2012-12-31$54,937
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,091,327
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,036,390
Total contributions received or receivable from employer(s)2012-12-31$67,691
2011 : SHAPIRO & SHAPIRO CPA PA 401K PLAN 2011 401k financial data
Total income from all sources2011-12-31$157,755
Total plan assets at end of year2011-12-31$1,036,390
Total plan assets at beginning of year2011-12-31$878,635
Value of fidelity bond covering the plan2011-12-31$260,000
Total contributions received or receivable from participants2011-12-31$40,361
Other income received2011-12-31$45,394
Net income (gross income less expenses)2011-12-31$157,755
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,036,390
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$878,635
Total contributions received or receivable from employer(s)2011-12-31$72,000
2010 : SHAPIRO & SHAPIRO CPA PA 401K PLAN 2010 401k financial data
Total income from all sources2010-12-31$129,113
Total plan assets at end of year2010-12-31$878,635
Total plan assets at beginning of year2010-12-31$749,522
Value of fidelity bond covering the plan2010-12-31$260,000
Total contributions received or receivable from participants2010-12-31$39,038
Other income received2010-12-31$16,867
Net income (gross income less expenses)2010-12-31$129,113
Net plan assets at end of year (total assets less liabilities)2010-12-31$878,635
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$749,522
Total contributions received or receivable from employer(s)2010-12-31$73,208

Form 5500 Responses for SHAPIRO & SHAPIRO CPA PA 401K PLAN

2015: SHAPIRO & SHAPIRO CPA PA 401K PLAN 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: SHAPIRO & SHAPIRO CPA PA 401K PLAN 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: SHAPIRO & SHAPIRO CPA PA 401K PLAN 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: SHAPIRO & SHAPIRO CPA PA 401K PLAN 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: SHAPIRO & SHAPIRO CPA PA 401K PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: SHAPIRO & SHAPIRO CPA PA 401K PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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