?>
Logo

JAMES L. STAN ATTORNEY-CPA PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan NameJAMES L. STAN ATTORNEY-CPA PROFIT SHARING PLAN AND TRUST
Plan identification number 002

JAMES L. STAN ATTORNEY-CPA PROFIT SHARING PLAN AND TRUST Benefits

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

JAMES L. STAN ATTORNEY-CPA has sponsored the creation of one or more 401k plans.

Company Name:JAMES L. STAN ATTORNEY-CPA
Employer identification number (EIN):351660941
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JAMES L. STAN ATTORNEY-CPA PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01JAMES STAN JAMES STAN2018-10-07
0022016-01-01JAMES STAN JAMES STAN2017-10-05
0022015-01-01JAMES STAN JAMES STAN2016-10-05
0022014-01-01JAMES STAN JAMES STAN2015-10-08
0022013-01-01JAMES STAN JAMES STAN2014-10-10
0022012-01-01JAMES STAN JAMES STAN2013-10-10
0022011-01-01JAMES STAN
0022009-01-01JAMES L STAN, ATTORNEY-CPA JAMES L. STAN, ATTORNEY-CPA2010-10-13

Plan Statistics for JAMES L. STAN ATTORNEY-CPA PROFIT SHARING PLAN AND TRUST

401k plan membership statisitcs for JAMES L. STAN ATTORNEY-CPA PROFIT SHARING PLAN AND TRUST

Measure Date Value
2022: JAMES L. STAN ATTORNEY-CPA PROFIT SHARING PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year2022-01-012
Total number of active participants reported on line 7a of the Form 55002022-01-012
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-012
Number of participants with account balances2022-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: JAMES L. STAN ATTORNEY-CPA PROFIT SHARING PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year2021-01-013
Total number of active participants reported on line 7a of the Form 55002021-01-012
Number of retired or separated participants receiving benefits2021-01-011
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-013
Number of participants with account balances2021-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: JAMES L. STAN ATTORNEY-CPA PROFIT SHARING PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-013
Total number of active participants reported on line 7a of the Form 55002020-01-013
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-013
Number of participants with account balances2020-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: JAMES L. STAN ATTORNEY-CPA PROFIT SHARING PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-013
Total number of active participants reported on line 7a of the Form 55002019-01-013
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-013
Number of participants with account balances2019-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: JAMES L. STAN ATTORNEY-CPA PROFIT SHARING PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-013
Total number of active participants reported on line 7a of the Form 55002018-01-013
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-013
Number of participants with account balances2018-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: JAMES L. STAN ATTORNEY-CPA PROFIT SHARING PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-013
Total number of active participants reported on line 7a of the Form 55002017-01-013
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-013
Number of participants with account balances2017-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: JAMES L. STAN ATTORNEY-CPA PROFIT SHARING PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-013
Total number of active participants reported on line 7a of the Form 55002016-01-013
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-013
Number of participants with account balances2016-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: JAMES L. STAN ATTORNEY-CPA PROFIT SHARING PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-013
Total number of active participants reported on line 7a of the Form 55002015-01-013
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-013
Number of participants with account balances2015-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: JAMES L. STAN ATTORNEY-CPA PROFIT SHARING PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-013
Total number of active participants reported on line 7a of the Form 55002014-01-013
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-013
Number of participants with account balances2014-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: JAMES L. STAN ATTORNEY-CPA PROFIT SHARING PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-011
Total number of active participants reported on line 7a of the Form 55002013-01-013
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-013
Number of participants with account balances2013-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: JAMES L. STAN ATTORNEY-CPA PROFIT SHARING PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-011
Total number of active participants reported on line 7a of the Form 55002012-01-011
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-011
Number of participants with account balances2012-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: JAMES L. STAN ATTORNEY-CPA PROFIT SHARING PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-013
Total number of active participants reported on line 7a of the Form 55002011-01-011
Number of retired or separated participants receiving benefits2011-01-012
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-013
Number of participants with account balances2011-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: JAMES L. STAN ATTORNEY-CPA PROFIT SHARING PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-011
Total number of active participants reported on line 7a of the Form 55002009-01-011
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-011
Number of participants with account balances2009-01-011

Financial Data on JAMES L. STAN ATTORNEY-CPA PROFIT SHARING PLAN AND TRUST

Measure Date Value
2022 : JAMES L. STAN ATTORNEY-CPA PROFIT SHARING PLAN AND TRUST 2022 401k financial data
Transfers to/from the plan2022-12-31$0
Total plan liabilities at end of year2022-12-31$2,379
Total plan liabilities at beginning of year2022-12-31$3,371
Total income from all sources2022-12-31$-1,532,542
Expenses. Total of all expenses incurred2022-12-31$5,594
Benefits paid (including direct rollovers)2022-12-31$0
Total plan assets at end of year2022-12-31$3,075,157
Total plan assets at beginning of year2022-12-31$4,614,285
Value of fidelity bond covering the plan2022-12-31$600,000
Total contributions received or receivable from participants2022-12-31$0
Expenses. Other expenses not covered elsewhere2022-12-31$0
Contributions received from other sources (not participants or employers)2022-12-31$0
Other income received2022-12-31$-1,561,534
Noncash contributions received2022-12-31$0
Net income (gross income less expenses)2022-12-31$-1,538,136
Net plan assets at end of year (total assets less liabilities)2022-12-31$3,072,778
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$4,610,914
Total contributions received or receivable from employer(s)2022-12-31$28,992
Value of certain deemed distributions of participant loans2022-12-31$0
Value of corrective distributions2022-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$5,594
2021 : JAMES L. STAN ATTORNEY-CPA PROFIT SHARING PLAN AND TRUST 2021 401k financial data
Transfers to/from the plan2021-12-31$0
Total plan liabilities at end of year2021-12-31$3,371
Total plan liabilities at beginning of year2021-12-31$2,854
Total income from all sources2021-12-31$826,373
Expenses. Total of all expenses incurred2021-12-31$65,313
Benefits paid (including direct rollovers)2021-12-31$60,913
Total plan assets at end of year2021-12-31$4,614,285
Total plan assets at beginning of year2021-12-31$3,852,708
Value of fidelity bond covering the plan2021-12-31$600,000
Total contributions received or receivable from participants2021-12-31$0
Expenses. Other expenses not covered elsewhere2021-12-31$0
Contributions received from other sources (not participants or employers)2021-12-31$0
Other income received2021-12-31$795,689
Noncash contributions received2021-12-31$0
Net income (gross income less expenses)2021-12-31$761,060
Net plan assets at end of year (total assets less liabilities)2021-12-31$4,610,914
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$3,849,854
Total contributions received or receivable from employer(s)2021-12-31$30,684
Value of certain deemed distributions of participant loans2021-12-31$0
Value of corrective distributions2021-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$4,400
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
2020 : JAMES L. STAN ATTORNEY-CPA PROFIT SHARING PLAN AND TRUST 2020 401k financial data
Transfers to/from the plan2020-12-31$0
Total plan liabilities at end of year2020-12-31$2,854
Total plan liabilities at beginning of year2020-12-31$94
Total income from all sources2020-12-31$655,813
Expenses. Total of all expenses incurred2020-12-31$727
Benefits paid (including direct rollovers)2020-12-31$0
Total plan assets at end of year2020-12-31$3,852,708
Total plan assets at beginning of year2020-12-31$3,194,862
Value of fidelity bond covering the plan2020-12-31$500,000
Total contributions received or receivable from participants2020-12-31$0
Expenses. Other expenses not covered elsewhere2020-12-31$0
Contributions received from other sources (not participants or employers)2020-12-31$0
Other income received2020-12-31$622,574
Noncash contributions received2020-12-31$0
Net income (gross income less expenses)2020-12-31$655,086
Net plan assets at end of year (total assets less liabilities)2020-12-31$3,849,854
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$3,194,768
Total contributions received or receivable from employer(s)2020-12-31$33,239
Value of certain deemed distributions of participant loans2020-12-31$0
Value of corrective distributions2020-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$727
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
2019 : JAMES L. STAN ATTORNEY-CPA PROFIT SHARING PLAN AND TRUST 2019 401k financial data
Transfers to/from the plan2019-12-31$0
Total plan liabilities at end of year2019-12-31$94
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$723,216
Expenses. Total of all expenses incurred2019-12-31$2,240
Benefits paid (including direct rollovers)2019-12-31$0
Total plan assets at end of year2019-12-31$3,194,862
Total plan assets at beginning of year2019-12-31$2,473,792
Value of fidelity bond covering the plan2019-12-31$500,000
Total contributions received or receivable from participants2019-12-31$0
Expenses. Other expenses not covered elsewhere2019-12-31$152
Contributions received from other sources (not participants or employers)2019-12-31$0
Other income received2019-12-31$687,310
Noncash contributions received2019-12-31$0
Net income (gross income less expenses)2019-12-31$720,976
Net plan assets at end of year (total assets less liabilities)2019-12-31$3,194,768
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$2,473,792
Total contributions received or receivable from employer(s)2019-12-31$35,906
Value of certain deemed distributions of participant loans2019-12-31$0
Value of corrective distributions2019-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$2,088
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : JAMES L. STAN ATTORNEY-CPA PROFIT SHARING PLAN AND TRUST 2018 401k financial data
Transfers to/from the plan2018-12-31$0
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$15,026
Expenses. Total of all expenses incurred2018-12-31$2,408
Benefits paid (including direct rollovers)2018-12-31$0
Total plan assets at end of year2018-12-31$2,473,792
Total plan assets at beginning of year2018-12-31$2,461,174
Value of fidelity bond covering the plan2018-12-31$450,000
Total contributions received or receivable from participants2018-12-31$0
Expenses. Other expenses not covered elsewhere2018-12-31$180
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$-20,042
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$12,618
Net plan assets at end of year (total assets less liabilities)2018-12-31$2,473,792
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$2,461,174
Total contributions received or receivable from employer(s)2018-12-31$35,068
Value of certain deemed distributions of participant loans2018-12-31$0
Value of corrective distributions2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$2,228
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : JAMES L. STAN ATTORNEY-CPA PROFIT SHARING PLAN AND TRUST 2017 401k financial data
Transfers to/from the plan2017-12-31$0
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$603,040
Expenses. Total of all expenses incurred2017-12-31$3,021
Benefits paid (including direct rollovers)2017-12-31$0
Total plan assets at end of year2017-12-31$2,461,174
Total plan assets at beginning of year2017-12-31$1,861,155
Value of fidelity bond covering the plan2017-12-31$450,000
Total contributions received or receivable from participants2017-12-31$0
Expenses. Other expenses not covered elsewhere2017-12-31$310
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$561,975
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$600,019
Net plan assets at end of year (total assets less liabilities)2017-12-31$2,461,174
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$1,861,155
Total contributions received or receivable from employer(s)2017-12-31$41,065
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$2,711
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : JAMES L. STAN ATTORNEY-CPA PROFIT SHARING PLAN AND TRUST 2016 401k financial data
Transfers to/from the plan2016-12-31$0
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$176,839
Expenses. Total of all expenses incurred2016-12-31$397
Benefits paid (including direct rollovers)2016-12-31$0
Total plan assets at end of year2016-12-31$1,861,155
Total plan assets at beginning of year2016-12-31$1,684,713
Value of fidelity bond covering the plan2016-12-31$400,000
Total contributions received or receivable from participants2016-12-31$0
Expenses. Other expenses not covered elsewhere2016-12-31$197
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$132,960
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$176,442
Net plan assets at end of year (total assets less liabilities)2016-12-31$1,861,155
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$1,684,713
Total contributions received or receivable from employer(s)2016-12-31$43,879
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$200
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : JAMES L. STAN ATTORNEY-CPA PROFIT SHARING PLAN AND TRUST 2015 401k financial data
Transfers to/from the plan2015-12-31$0
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$122,881
Expenses. Total of all expenses incurred2015-12-31$440
Benefits paid (including direct rollovers)2015-12-31$0
Total plan assets at end of year2015-12-31$1,684,713
Total plan assets at beginning of year2015-12-31$1,562,272
Value of fidelity bond covering the plan2015-12-31$325,000
Total contributions received or receivable from participants2015-12-31$0
Expenses. Other expenses not covered elsewhere2015-12-31$440
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$85,197
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$122,441
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,684,713
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$1,562,272
Total contributions received or receivable from employer(s)2015-12-31$37,684
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : JAMES L. STAN ATTORNEY-CPA PROFIT SHARING PLAN AND TRUST 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$182,632
Expenses. Total of all expenses incurred2014-12-31$740
Benefits paid (including direct rollovers)2014-12-31$0
Total plan assets at end of year2014-12-31$1,562,272
Total plan assets at beginning of year2014-12-31$1,380,380
Value of fidelity bond covering the plan2014-12-31$275,000
Total contributions received or receivable from participants2014-12-31$0
Expenses. Other expenses not covered elsewhere2014-12-31$540
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$149,306
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$181,892
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,562,272
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,380,380
Total contributions received or receivable from employer(s)2014-12-31$33,326
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$200
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : JAMES L. STAN ATTORNEY-CPA PROFIT SHARING PLAN AND TRUST 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$284,463
Expenses. Total of all expenses incurred2013-12-31$700
Benefits paid (including direct rollovers)2013-12-31$0
Total plan assets at end of year2013-12-31$1,380,380
Total plan assets at beginning of year2013-12-31$1,096,617
Value of fidelity bond covering the plan2013-12-31$275,000
Total contributions received or receivable from participants2013-12-31$0
Expenses. Other expenses not covered elsewhere2013-12-31$700
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$255,740
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$283,763
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,380,380
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,096,617
Total contributions received or receivable from employer(s)2013-12-31$28,723
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : JAMES L. STAN ATTORNEY-CPA PROFIT SHARING PLAN AND TRUST 2012 401k financial data
Transfers to/from the plan2012-12-31$0
Total plan liabilities at end of year2012-12-31$0
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$185,799
Expenses. Total of all expenses incurred2012-12-31$511
Benefits paid (including direct rollovers)2012-12-31$0
Total plan assets at end of year2012-12-31$1,096,617
Total plan assets at beginning of year2012-12-31$911,329
Value of fidelity bond covering the plan2012-12-31$200,000
Total contributions received or receivable from participants2012-12-31$0
Expenses. Other expenses not covered elsewhere2012-12-31$511
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$163,744
Noncash contributions received2012-12-31$0
Net income (gross income less expenses)2012-12-31$185,288
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,096,617
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$911,329
Total contributions received or receivable from employer(s)2012-12-31$22,055
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : JAMES L. STAN ATTORNEY-CPA PROFIT SHARING PLAN AND TRUST 2011 401k financial data
Transfers to/from the plan2011-12-31$0
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$20,379
Expenses. Total of all expenses incurred2011-12-31$4,922
Benefits paid (including direct rollovers)2011-12-31$4,133
Total plan assets at end of year2011-12-31$911,329
Total plan assets at beginning of year2011-12-31$895,872
Value of fidelity bond covering the plan2011-12-31$150,000
Total contributions received or receivable from participants2011-12-31$0
Expenses. Other expenses not covered elsewhere2011-12-31$589
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$-3,361
Noncash contributions received2011-12-31$0
Net income (gross income less expenses)2011-12-31$15,457
Net plan assets at end of year (total assets less liabilities)2011-12-31$911,329
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$895,872
Total contributions received or receivable from employer(s)2011-12-31$23,740
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$200
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : JAMES L. STAN ATTORNEY-CPA PROFIT SHARING PLAN AND TRUST 2010 401k financial data
Transfers to/from the plan2010-12-31$0
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$103,780
Expenses. Total of all expenses incurred2010-12-31$510
Benefits paid (including direct rollovers)2010-12-31$0
Total plan assets at end of year2010-12-31$895,872
Total plan assets at beginning of year2010-12-31$792,602
Value of fidelity bond covering the plan2010-12-31$150,000
Total contributions received or receivable from participants2010-12-31$0
Expenses. Other expenses not covered elsewhere2010-12-31$510
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$73,028
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$103,270
Net plan assets at end of year (total assets less liabilities)2010-12-31$895,872
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$792,602
Total contributions received or receivable from employer(s)2010-12-31$30,752
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$0
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 JAMES L. STAN ATTORNEY-CPA PROFIT SHARING PLAN AND TRUST

2022: JAMES L. STAN ATTORNEY-CPA PROFIT SHARING PLAN AND TRUST 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: JAMES L. STAN ATTORNEY-CPA PROFIT SHARING PLAN AND TRUST 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: JAMES L. STAN ATTORNEY-CPA PROFIT SHARING PLAN AND TRUST 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: JAMES L. STAN ATTORNEY-CPA PROFIT SHARING PLAN AND TRUST 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: JAMES L. STAN ATTORNEY-CPA PROFIT SHARING PLAN AND TRUST 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: JAMES L. STAN ATTORNEY-CPA PROFIT SHARING PLAN AND TRUST 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: JAMES L. STAN ATTORNEY-CPA PROFIT SHARING PLAN AND TRUST 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: JAMES L. STAN ATTORNEY-CPA PROFIT SHARING PLAN AND TRUST 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: JAMES L. STAN ATTORNEY-CPA PROFIT SHARING PLAN AND TRUST 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: JAMES L. STAN ATTORNEY-CPA PROFIT SHARING PLAN AND TRUST 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: JAMES L. STAN ATTORNEY-CPA PROFIT SHARING PLAN AND TRUST 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: JAMES L. STAN ATTORNEY-CPA PROFIT SHARING PLAN AND TRUST 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: JAMES L. STAN ATTORNEY-CPA PROFIT SHARING PLAN AND TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3