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COLE & ASSOCIATES CPAS LLC 401K PLAN 401k Plan overview

Plan NameCOLE & ASSOCIATES CPAS LLC 401K PLAN
Plan identification number 001

COLE & ASSOCIATES CPAS LLC 401K 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.
  • 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.

401k Sponsoring company profile

COLE & ASSOCIATES CPAS LLC has sponsored the creation of one or more 401k plans.

Company Name:COLE & ASSOCIATES CPAS LLC
Employer identification number (EIN):262951116
NAIC Classification:541211
NAIC Description:Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan COLE & ASSOCIATES CPAS LLC 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01CLARK M. COLE2024-02-23
0012022-01-01CLARK M. COLE2023-03-20
0012021-01-01CLARK COLE2022-06-03
0012020-01-01CLARK COLE2021-07-27
0012019-01-01CLARK COLE2020-05-27
0012018-01-01CLARK COLE2019-09-06 CLARK COLE2019-09-06
0012017-01-01CLARK COLE2018-07-11 CLARK COLE2018-07-11
0012016-01-01CLARK COLE2017-07-25 CLARK COLE2017-07-25
0012015-01-01CLARK COLE2016-10-03 CLARK COLE2016-10-03
0012014-01-01CLARK COLE2015-09-15 CLARK COLE2015-09-15
0012013-01-01CLARK COLE2014-06-04 CLARK COLE2014-06-04
0012012-01-01CLARK COLE2013-06-19 CLARK COLE2013-06-19
0012011-01-01CLARK COLE2012-06-20 CLARK COLE2012-06-20
0012010-01-01CLARK COLE2011-07-20 CLARK COLE2011-07-20

Plan Statistics for COLE & ASSOCIATES CPAS LLC 401K PLAN

401k plan membership statisitcs for COLE & ASSOCIATES CPAS LLC 401K PLAN

Measure Date Value
2025: COLE & ASSOCIATES CPAS LLC 401K PLAN 2025 401k membership
Total number of particpants at beginning of year2025-03-146
Total number of particpants at end of year2025-03-146
Number of Participants With Account Balances2025-03-146
2024: COLE & ASSOCIATES CPAS LLC 401K PLAN 2024 401k membership
Total number of particpants at beginning of year2024-02-238
Total number of particpants at end of year2024-02-236
Number of Participants With Account Balances2024-02-236

Financial Data on COLE & ASSOCIATES CPAS LLC 401K PLAN

Measure Date Value
2025 : COLE & ASSOCIATES CPAS LLC 401K PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-03-140
Net assets as of the end of the plan year2025-03-144036307
Total assets as of the beginning of the plan year2025-03-143333988
Value of plan covered by a fidelity bond2025-03-14385000
Participant contributions to plan in this plan year2025-03-1466403
Other income to plan in this plan year2025-03-14610916
Plan net income in this plan year2025-03-14702319
Net assets as of the end of the plan year2025-03-144036307
Net assets as of the beginning of the plan year2025-03-143333988
Employer contributions to plan in this plan year2025-03-1425000
2024 : COLE & ASSOCIATES CPAS LLC 401K PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-02-2325567
Net assets as of the end of the plan year2024-02-233333988
Total assets as of the beginning of the plan year2024-02-232836302
Value of plan covered by a fidelity bond2024-02-23385000
Participant contributions to plan in this plan year2024-02-2360903
Other income to plan in this plan year2024-02-23437350
Plan net income in this plan year2024-02-23497686
Net assets as of the end of the plan year2024-02-233333988
Net assets as of the beginning of the plan year2024-02-232836302
Employer contributions to plan in this plan year2024-02-2325000
Expensese paid to adminstrative service provicers from plan in this plan year2024-02-2390

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