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JOHN P. CATALDO JR. AND ASSOCIATES, P.C. 401(K) PLAN 401k Plan overview

Plan NameJOHN P. CATALDO JR. AND ASSOCIATES, P.C. 401(K) PLAN
Plan identification number 001

JOHN P. CATALDO JR. AND ASSOCIATES, P.C. 401(K) 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.
  • 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

JOHN P. CATALDO JR. AND ASSOCIAT has sponsored the creation of one or more 401k plans.

Company Name:JOHN P. CATALDO JR. AND ASSOCIAT
Employer identification number (EIN):232745928
NAIC Classification:541211
NAIC Description:Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOHN P. CATALDO JR. AND ASSOCIATES, P.C. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01CLARA CATALDO2024-07-02
0012022-01-01CLARA CATALDO2023-07-05
0012021-01-01CLARA CATALDO2022-06-19
0012020-01-01CLARA CATALDO2021-07-07
0012019-01-01CLARA CATALDO2020-06-30
0012018-01-01CLARA CATALDO2019-06-11
0012017-01-01CLARA CATALDO2018-06-21
0012016-01-01CLARA CATALDO2017-06-23
0012015-01-01CLARA CATALDO2016-06-20
0012014-01-01CLARA CATALDO2015-07-20
0012013-01-01CLARA CATALDO2014-06-30
0012012-01-01CLARA CATALDO2013-06-24
0012011-01-01CLARA CATALDO2012-07-23
0012010-08-01CLARA CATALDO2011-06-24

Financial Data on JOHN P. CATALDO JR. AND ASSOCIATES, P.C. 401(K) PLAN

Measure Date Value
2025 : JOHN P. CATALDO JR. AND ASSOCIATES, P.C. 401(K) PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-06-195403
Net assets as of the end of the plan year2025-06-191232731
Total assets as of the beginning of the plan year2025-06-191013281
Value of plan covered by a fidelity bond2025-06-19102000
Participant contributions to plan in this plan year2025-06-1957273
Other income to plan in this plan year2025-06-19139206
Plan net income in this plan year2025-06-19219450
Net assets as of the end of the plan year2025-06-191232731
Net assets as of the beginning of the plan year2025-06-191013281
Employer contributions to plan in this plan year2025-06-1928374
Expensese paid to adminstrative service provicers from plan in this plan year2025-06-195015
2024 : JOHN P. CATALDO JR. AND ASSOCIATES, P.C. 401(K) PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-07-024238
Net assets as of the end of the plan year2024-07-021013281
Total assets as of the beginning of the plan year2024-07-02769736
Value of plan covered by a fidelity bond2024-07-0277000
Participant contributions to plan in this plan year2024-07-0269028
Other income to plan in this plan year2024-07-02152586
Plan net income in this plan year2024-07-02243545
Net assets as of the end of the plan year2024-07-021013281
Net assets as of the beginning of the plan year2024-07-02769736
Employer contributions to plan in this plan year2024-07-0226169
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-023880

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