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H & J CERTIFIED PUBLIC ACCOUNTANTS, INC. 401K PLAN 401k Plan overview

Plan NameH & J CERTIFIED PUBLIC ACCOUNTANTS, INC. 401K PLAN
Plan identification number 001

H & J CERTIFIED PUBLIC ACCOUNTANTS, INC. 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.
  • 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

H & J CERTIFIED PUBLIC ACCOUNTANTS, INC. has sponsored the creation of one or more 401k plans.

Company Name:H & J CERTIFIED PUBLIC ACCOUNTANTS, INC.
Employer identification number (EIN):341602442
NAIC Classification:541211
NAIC Description:Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan H & J CERTIFIED PUBLIC ACCOUNTANTS, INC. 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01TIMOTHY J VALENTINO2024-05-24
0012022-01-01TIMOTHY J. VALENTINO, CPA2023-06-16
0012021-01-01TIMOTHY J VALENTINO2022-05-27
0012020-01-01TIMOTHY J VALENTINO2021-05-28
0012019-01-01TIMOTHY J VALENTINO2020-05-18
0012018-01-01TIMOTHY J VALENTINO2019-04-24
0012017-01-01TIMOTHY J VALENTINO2018-04-19
0012016-01-01TIMOTHY J VALENTINO2017-04-24
0012015-01-01TIMOTHY J VALENTINO2016-05-27
0012014-01-01TIMOTHY J VALENTINO2015-06-18
0012013-01-01TIMOTHY J VALENTINO2014-05-14
0012012-01-01TIMOTHY J VALENTINO2013-05-13
0012011-01-01TIMOTHY J VALENTINO2012-05-18
0012010-01-01TIMOTHY J VALENTINO2011-02-21
0012009-01-01TIMOTHY J VALENTINO

Financial Data on H & J CERTIFIED PUBLIC ACCOUNTANTS, INC. 401K PLAN

Measure Date Value
2025 : H & J CERTIFIED PUBLIC ACCOUNTANTS, INC. 401K PLAN 2025 401k financial data
Total liabilities as of the beginning of the plan year2025-05-150
Total expenses incurred by plan in this plan year2025-05-15177249
Net assets as of the end of the plan year2025-05-154326210
Total assets as of the beginning of the plan year2025-05-153880582
Value of plan covered by a fidelity bond2025-05-15340000
Participant contributions to plan in this plan year2025-05-15119780
Other income to plan in this plan year2025-05-15480997
Plan net income in this plan year2025-05-15445628
Net assets as of the end of the plan year2025-05-154326210
Net assets as of the beginning of the plan year2025-05-153880582
Employer contributions to plan in this plan year2025-05-1522100
Expensese paid to adminstrative service provicers from plan in this plan year2025-05-1521360
2024 : H & J CERTIFIED PUBLIC ACCOUNTANTS, INC. 401K PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-05-240
Total liabilities as of the end of the plan year2024-05-240
Total liabilities as of the beginning of the plan year2024-05-240
Total expenses incurred by plan in this plan year2024-05-24429137
Net assets as of the end of the plan year2024-05-243880582
Total assets as of the beginning of the plan year2024-05-243624559
Value of plan covered by a fidelity bond2024-05-24400000
Participant contributions to plan in this plan year2024-05-24120593
Other expenses paid from plan in this plan year2024-05-240
Other contributions to plan in this plan year2024-05-240
Other income to plan in this plan year2024-05-24553717
Plan net income in this plan year2024-05-24256023
Net assets as of the end of the plan year2024-05-243880582
Net assets as of the beginning of the plan year2024-05-243624559
Employer contributions to plan in this plan year2024-05-2410850
Expensese paid to adminstrative service provicers from plan in this plan year2024-05-2419137
2022 : H & J CERTIFIED PUBLIC ACCOUNTANTS, INC. 401K PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-05-2746590
Net assets as of the end of the plan year2022-05-274273867
Total assets as of the beginning of the plan year2022-05-273618409
Value of plan covered by a fidelity bond2022-05-27340000
Participant contributions to plan in this plan year2022-05-27114291
Value of participant loans at end of plan year2022-05-273941
Other contributions to plan in this plan year2022-05-270
Other income to plan in this plan year2022-05-27573608
Plan net income in this plan year2022-05-27655458
Net assets as of the end of the plan year2022-05-274273867
Net assets as of the beginning of the plan year2022-05-273618409
Employer contributions to plan in this plan year2022-05-2714149
Fees paid to broker by Benefit Provider2022-05-274170
Expensese paid to adminstrative service provicers from plan in this plan year2022-05-2720501

Form 5500 Responses for H & J CERTIFIED PUBLIC ACCOUNTANTS, INC. 401K PLAN

2009: H & J CERTIFIED PUBLIC ACCOUNTANTS, INC. 401K PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Potentially related plans

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