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| Plan Name | JAMES G. ZUPKA, CPA, INC. SOCA BENEFIT PLAN |
| Plan identification number | 502 |
| 401k Plan Type | Welfare Benefit |
| Plan Features/Benefits |
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| Company Name: | JAMES G. ZUPKA, CPA, INC. |
| Employer identification number (EIN): | 341413003 |
| NAIC Classification: | 813930 |
| NAIC Description: | Labor Unions and Similar Labor Organizations |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 502 | 2023-01-01 | MATT APPENZELLER | 2024-07-30 |
| Measure | Date | Value |
|---|---|---|
| 2024 : JAMES G. ZUPKA, CPA, INC. SOCA BENEFIT PLAN 2024 401k financial data | ||
| Total liabilities as of the end of the plan year | 2024-07-30 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-07-30 | 0 |
| Total expenses incurred by plan in this plan year | 2024-07-30 | 118190 |
| Net assets as of the end of the plan year | 2024-07-30 | 0 |
| Total assets as of the beginning of the plan year | 2024-07-30 | 0 |
| Value of plan covered by a fidelity bond | 2024-07-30 | 1000000 |
| Participant contributions to plan in this plan year | 2024-07-30 | 58822 |
| Other expenses paid from plan in this plan year | 2024-07-30 | 0 |
| Other contributions to plan in this plan year | 2024-07-30 | 0 |
| Other income to plan in this plan year | 2024-07-30 | 545 |
| Plan net income in this plan year | 2024-07-30 | 0 |
| Net assets as of the end of the plan year | 2024-07-30 | 0 |
| Net assets as of the beginning of the plan year | 2024-07-30 | 0 |
| Employer contributions to plan in this plan year | 2024-07-30 | 58823 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-07-30 | 8568 |
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