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C AND L CPA SERVICES PC 401K 401k Plan overview

Plan NameC AND L CPA SERVICES PC 401K
Plan identification number 001

C AND L CPA SERVICES PC 401K 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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

C AND L CPA SERVICES PC has sponsored the creation of one or more 401k plans.

Company Name:C AND L CPA SERVICES PC
Employer identification number (EIN):320159991
NAIC Classification:541600

Form 5500 Filing Information

Submission information for form 5500 for 401k plan C AND L CPA SERVICES PC 401K

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-12-01SHIRLEY HORNER2024-09-12

Financial Data on C AND L CPA SERVICES PC 401K

Measure Date Value
2025 : C AND L CPA SERVICES PC 401K 2025 401k financial data
Total expenses incurred by plan in this plan year2025-07-180
Net assets as of the end of the plan year2025-07-18146671
Value of plan covered by a fidelity bond2025-07-181000
Participant contributions to plan in this plan year2025-07-1830655
Other contributions to plan in this plan year2025-07-1886052
Other income to plan in this plan year2025-07-189884
Plan net income in this plan year2025-07-18146671
Net assets as of the end of the plan year2025-07-18146671
Net assets as of the beginning of the plan year2025-07-180
Employer contributions to plan in this plan year2025-07-1820080
2024 : C AND L CPA SERVICES PC 401K 2024 401k financial data
Total expenses incurred by plan in this plan year2024-09-120
Value of plan covered by a fidelity bond2024-09-121000
Plan net income in this plan year2024-09-120
Net assets as of the end of the plan year2024-09-120
Net assets as of the beginning of the plan year2024-09-120

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