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BONE & BONE, CPA'S PROFIT SHARING PLAN 401k Plan overview

Plan NameBONE & BONE, CPA'S PROFIT SHARING PLAN
Plan identification number 001

BONE & BONE, CPA'S PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.
  • 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

LARRY D. BONE has sponsored the creation of one or more 401k plans.

Company Name:LARRY D. BONE
Employer identification number (EIN):310923426
NAIC Classification:541211
NAIC Description:Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BONE & BONE, CPA'S PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012017-01-01LARRY BONE2018-07-17 LARRY BONE2018-07-17
0012016-01-01LARRY BONE2017-04-03
0012015-01-01LARRY BONE2016-05-17 LARRY BONE2016-05-17
0012014-01-01LARRY BONE2015-09-29 LARRY BONE2015-09-29
0012013-01-01LARRY BONE2014-04-17 LARRY BONE2014-04-17
0012012-01-01LARRY BONE LARRY BONE2013-10-09
0012011-01-01LARRY D. BONE
0012010-01-01LARRY BONE

Financial Data on BONE & BONE, CPA'S PROFIT SHARING PLAN

Measure Date Value
2012 : BONE & BONE, CPA'S PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$131,549
Expenses. Total of all expenses incurred2012-12-31$541,051
Benefits paid (including direct rollovers)2012-12-31$540,923
Total plan assets at end of year2012-12-31$673,918
Total plan assets at beginning of year2012-12-31$1,083,420
Value of fidelity bond covering the plan2012-12-31$150,000
Expenses. Other expenses not covered elsewhere2012-12-31$128
Other income received2012-12-31$79,098
Net income (gross income less expenses)2012-12-31$-409,502
Net plan assets at end of year (total assets less liabilities)2012-12-31$673,918
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,083,420
Total contributions received or receivable from employer(s)2012-12-31$52,451
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : BONE & BONE, CPA'S PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$73,341
Expenses. Total of all expenses incurred2011-12-31$762,813
Benefits paid (including direct rollovers)2011-12-31$762,611
Total plan assets at end of year2011-12-31$1,083,420
Total plan assets at beginning of year2011-12-31$1,772,892
Value of fidelity bond covering the plan2011-12-31$150,000
Other income received2011-12-31$17,921
Net income (gross income less expenses)2011-12-31$-689,472
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,083,420
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,772,892
Total contributions received or receivable from employer(s)2011-12-31$55,420
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$202
2010 : BONE & BONE, CPA'S PROFIT SHARING PLAN 2010 401k financial data
Total plan liabilities at beginning of year2010-12-31$7,474
Total income from all sources2010-12-31$242,970
Expenses. Total of all expenses incurred2010-12-31$10,202
Benefits paid (including direct rollovers)2010-12-31$10,000
Total plan assets at end of year2010-12-31$1,772,892
Total plan assets at beginning of year2010-12-31$1,547,598
Value of fidelity bond covering the plan2010-12-31$300,000
Expenses. Other expenses not covered elsewhere2010-12-31$202
Other income received2010-12-31$176,834
Net income (gross income less expenses)2010-12-31$232,768
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,772,892
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,540,124
Total contributions received or receivable from employer(s)2010-12-31$66,136
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0

Form 5500 Responses for BONE & BONE, CPA'S PROFIT SHARING PLAN

2012: BONE & BONE, CPA'S PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: BONE & BONE, CPA'S PROFIT SHARING 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
2010: BONE & BONE, CPA'S PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes

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