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JOHN J. ZAPPITELLI, CPA, INC. 401(K) PLAN 401k Plan overview

Plan NameJOHN J. ZAPPITELLI, CPA, INC. 401(K) PLAN
Plan identification number 001

JOHN J. ZAPPITELLI, CPA, INC. 401(K) 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.
  • 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.
  • 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 J. ZAPPITELLI, CPA, INC. has sponsored the creation of one or more 401k plans.

Company Name:JOHN J. ZAPPITELLI, CPA, INC.
Employer identification number (EIN):311369422
NAIC Classification:541211
NAIC Description:Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOHN J. ZAPPITELLI, CPA, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01JOHN ZAPPITELLI2024-09-30 JOHN ZAPPITELLI2024-09-30

Plan Statistics for JOHN J. ZAPPITELLI, CPA, INC. 401(K) PLAN

401k plan membership statisitcs for JOHN J. ZAPPITELLI, CPA, INC. 401(K) PLAN

Measure Date Value
2025: JOHN J. ZAPPITELLI, CPA, INC. 401(K) PLAN 2025 401k membership
Total number of particpants at beginning of year2025-10-062
Total number of particpants at end of year2025-10-063
Number of Participants With Account Balances2025-10-063
2024: JOHN J. ZAPPITELLI, CPA, INC. 401(K) PLAN 2024 401k membership
Total number of particpants at beginning of year2024-09-302
Total number of particpants at end of year2024-09-303
Number of Participants With Account Balances2024-09-303

Financial Data on JOHN J. ZAPPITELLI, CPA, INC. 401(K) PLAN

Measure Date Value
2025 : JOHN J. ZAPPITELLI, CPA, INC. 401(K) PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-10-060
Total liabilities as of the end of the plan year2025-10-060
Total liabilities as of the beginning of the plan year2025-10-060
Total expenses incurred by plan in this plan year2025-10-060
Net assets as of the end of the plan year2025-10-06351630
Total assets as of the beginning of the plan year2025-10-06229335
Participant contributions to plan in this plan year2025-10-0659546
Other expenses paid from plan in this plan year2025-10-060
Other contributions to plan in this plan year2025-10-060
Other income to plan in this plan year2025-10-0653390
Plan net income in this plan year2025-10-06122295
Net assets as of the end of the plan year2025-10-06351630
Net assets as of the beginning of the plan year2025-10-06229335
Employer contributions to plan in this plan year2025-10-069359
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-060
2024 : JOHN J. ZAPPITELLI, CPA, INC. 401(K) PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-09-300
Total liabilities as of the end of the plan year2024-09-300
Total liabilities as of the beginning of the plan year2024-09-300
Total expenses incurred by plan in this plan year2024-09-300
Net assets as of the end of the plan year2024-09-30350851
Total assets as of the beginning of the plan year2024-09-30229335
Participant contributions to plan in this plan year2024-09-3059546
Other expenses paid from plan in this plan year2024-09-300
Other contributions to plan in this plan year2024-09-300
Other income to plan in this plan year2024-09-3053391
Plan net income in this plan year2024-09-30121516
Net assets as of the end of the plan year2024-09-30350851
Net assets as of the beginning of the plan year2024-09-30229335
Employer contributions to plan in this plan year2024-09-308579
Expensese paid to adminstrative service provicers from plan in this plan year2024-09-300

Potentially related plans

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