STEPHEN M. MELTZ & ASSOCIATES CPA'S, PC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan STEPHEN M. MELTZ & ASSOCIATES, CPA'S, PC EMPLOYEES' PROFIT SHARING PLAN & TRUST
401k plan membership statisitcs for STEPHEN M. MELTZ & ASSOCIATES, CPA'S, PC EMPLOYEES' PROFIT SHARING PLAN & TRUST
Measure | Date | Value |
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2019: STEPHEN M. MELTZ & ASSOCIATES, CPA'S, PC EMPLOYEES' PROFIT SHARING PLAN & TRUST 2019 401k membership |
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Total participants, beginning-of-year | 2019-01-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 0 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 0 |
Total of all active and inactive participants | 2019-01-01 | 0 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 0 |
Number of participants with account balances | 2019-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: STEPHEN M. MELTZ & ASSOCIATES, CPA'S, PC EMPLOYEES' PROFIT SHARING PLAN & TRUST 2018 401k membership |
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Total participants, beginning-of-year | 2018-01-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 2 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 0 |
Total of all active and inactive participants | 2018-01-01 | 2 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 2 |
Number of participants with account balances | 2018-01-01 | 2 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: STEPHEN M. MELTZ & ASSOCIATES, CPA'S, PC EMPLOYEES' PROFIT SHARING PLAN & TRUST 2017 401k membership |
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Total participants, beginning-of-year | 2017-01-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 2 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 0 |
Total of all active and inactive participants | 2017-01-01 | 2 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 2 |
Number of participants with account balances | 2017-01-01 | 2 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: STEPHEN M. MELTZ & ASSOCIATES, CPA'S, PC EMPLOYEES' PROFIT SHARING PLAN & TRUST 2016 401k membership |
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Total participants, beginning-of-year | 2016-01-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 2 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 0 |
Total of all active and inactive participants | 2016-01-01 | 2 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 2 |
Number of participants with account balances | 2016-01-01 | 2 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: STEPHEN M. MELTZ & ASSOCIATES, CPA'S, PC EMPLOYEES' PROFIT SHARING PLAN & TRUST 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 2 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 0 |
Total of all active and inactive participants | 2015-01-01 | 2 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 2 |
Number of participants with account balances | 2015-01-01 | 2 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: STEPHEN M. MELTZ & ASSOCIATES, CPA'S, PC EMPLOYEES' PROFIT SHARING PLAN & TRUST 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 2 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 0 |
Total of all active and inactive participants | 2014-01-01 | 2 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 2 |
Number of participants with account balances | 2014-01-01 | 2 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: STEPHEN M. MELTZ & ASSOCIATES, CPA'S, PC EMPLOYEES' PROFIT SHARING PLAN & TRUST 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 2 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 0 |
Total of all active and inactive participants | 2013-01-01 | 2 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 2 |
Number of participants with account balances | 2013-01-01 | 2 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: STEPHEN M. MELTZ & ASSOCIATES, CPA'S, PC EMPLOYEES' PROFIT SHARING PLAN & TRUST 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 2 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 0 |
Total of all active and inactive participants | 2012-01-01 | 2 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 2 |
Number of participants with account balances | 2012-01-01 | 2 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: STEPHEN M. MELTZ & ASSOCIATES, CPA'S, PC EMPLOYEES' PROFIT SHARING PLAN & TRUST 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 2 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 0 |
Total of all active and inactive participants | 2011-01-01 | 2 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 2 |
Number of participants with account balances | 2011-01-01 | 2 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2009: STEPHEN M. MELTZ & ASSOCIATES, CPA'S, PC EMPLOYEES' PROFIT SHARING PLAN & TRUST 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 2 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 0 |
Total of all active and inactive participants | 2009-01-01 | 2 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 2 |
Number of participants with account balances | 2009-01-01 | 2 |
Measure | Date | Value |
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2019 : STEPHEN M. MELTZ & ASSOCIATES, CPA'S, PC EMPLOYEES' PROFIT SHARING PLAN & TRUST 2019 401k financial data |
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Total income from all sources | 2019-12-31 | $33,618 |
Expenses. Total of all expenses incurred | 2019-12-31 | $268,320 |
Benefits paid (including direct rollovers) | 2019-12-31 | $266,002 |
Total plan assets at end of year | 2019-12-31 | $0 |
Total plan assets at beginning of year | 2019-12-31 | $234,702 |
Value of fidelity bond covering the plan | 2019-12-31 | $25,000 |
Other income received | 2019-12-31 | $33,618 |
Net income (gross income less expenses) | 2019-12-31 | $-234,702 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $0 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $234,702 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $2,318 |
2018 : STEPHEN M. MELTZ & ASSOCIATES, CPA'S, PC EMPLOYEES' PROFIT SHARING PLAN & TRUST 2018 401k financial data |
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Total income from all sources | 2018-12-31 | $8,938 |
Expenses. Total of all expenses incurred | 2018-12-31 | $10,659 |
Benefits paid (including direct rollovers) | 2018-12-31 | $7,000 |
Total plan assets at end of year | 2018-12-31 | $234,702 |
Total plan assets at beginning of year | 2018-12-31 | $236,423 |
Other income received | 2018-12-31 | $-11,062 |
Net income (gross income less expenses) | 2018-12-31 | $-1,721 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $234,702 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $236,423 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $20,000 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $3,659 |
2017 : STEPHEN M. MELTZ & ASSOCIATES, CPA'S, PC EMPLOYEES' PROFIT SHARING PLAN & TRUST 2017 401k financial data |
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Total income from all sources | 2017-12-31 | $37,491 |
Expenses. Total of all expenses incurred | 2017-12-31 | $10,354 |
Benefits paid (including direct rollovers) | 2017-12-31 | $10,000 |
Total plan assets at end of year | 2017-12-31 | $236,423 |
Total plan assets at beginning of year | 2017-12-31 | $209,286 |
Value of fidelity bond covering the plan | 2017-12-31 | $23,642 |
Other income received | 2017-12-31 | $23,696 |
Net income (gross income less expenses) | 2017-12-31 | $27,137 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $236,423 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $209,286 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $13,795 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $354 |
2016 : STEPHEN M. MELTZ & ASSOCIATES, CPA'S, PC EMPLOYEES' PROFIT SHARING PLAN & TRUST 2016 401k financial data |
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Total income from all sources | 2016-12-31 | $15,173 |
Expenses. Total of all expenses incurred | 2016-12-31 | $10,080 |
Benefits paid (including direct rollovers) | 2016-12-31 | $10,000 |
Total plan assets at end of year | 2016-12-31 | $209,286 |
Total plan assets at beginning of year | 2016-12-31 | $204,193 |
Value of fidelity bond covering the plan | 2016-12-31 | $20,928 |
Other income received | 2016-12-31 | $10,592 |
Net income (gross income less expenses) | 2016-12-31 | $5,093 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $209,286 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $204,193 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $4,581 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $80 |
2015 : STEPHEN M. MELTZ & ASSOCIATES, CPA'S, PC EMPLOYEES' PROFIT SHARING PLAN & TRUST 2015 401k financial data |
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Total income from all sources | 2015-12-31 | $9,761 |
Expenses. Total of all expenses incurred | 2015-12-31 | $10,080 |
Benefits paid (including direct rollovers) | 2015-12-31 | $10,000 |
Total plan assets at end of year | 2015-12-31 | $204,193 |
Total plan assets at beginning of year | 2015-12-31 | $204,512 |
Value of fidelity bond covering the plan | 2015-12-31 | $20,419 |
Other income received | 2015-12-31 | $1,573 |
Net income (gross income less expenses) | 2015-12-31 | $-319 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $204,193 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $204,512 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $8,188 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $80 |
2014 : STEPHEN M. MELTZ & ASSOCIATES, CPA'S, PC EMPLOYEES' PROFIT SHARING PLAN & TRUST 2014 401k financial data |
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Total income from all sources | 2014-12-31 | $16,717 |
Expenses. Total of all expenses incurred | 2014-12-31 | $10,080 |
Benefits paid (including direct rollovers) | 2014-12-31 | $10,000 |
Total plan assets at end of year | 2014-12-31 | $204,512 |
Total plan assets at beginning of year | 2014-12-31 | $197,875 |
Value of fidelity bond covering the plan | 2014-12-31 | $20,451 |
Other income received | 2014-12-31 | $-1,050 |
Net income (gross income less expenses) | 2014-12-31 | $6,637 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $204,512 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $197,875 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $17,767 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $80 |
2013 : STEPHEN M. MELTZ & ASSOCIATES, CPA'S, PC EMPLOYEES' PROFIT SHARING PLAN & TRUST 2013 401k financial data |
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Total income from all sources | 2013-12-31 | $38,799 |
Expenses. Total of all expenses incurred | 2013-12-31 | $10,080 |
Benefits paid (including direct rollovers) | 2013-12-31 | $10,000 |
Total plan assets at end of year | 2013-12-31 | $197,875 |
Total plan assets at beginning of year | 2013-12-31 | $169,156 |
Value of fidelity bond covering the plan | 2013-12-31 | $19,788 |
Other income received | 2013-12-31 | $22,765 |
Net income (gross income less expenses) | 2013-12-31 | $28,719 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $197,875 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $169,156 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $16,034 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $80 |
2012 : STEPHEN M. MELTZ & ASSOCIATES, CPA'S, PC EMPLOYEES' PROFIT SHARING PLAN & TRUST 2012 401k financial data |
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Total income from all sources | 2012-12-31 | $19,164 |
Expenses. Total of all expenses incurred | 2012-12-31 | $6,080 |
Benefits paid (including direct rollovers) | 2012-12-31 | $6,000 |
Total plan assets at end of year | 2012-12-31 | $169,156 |
Total plan assets at beginning of year | 2012-12-31 | $156,072 |
Value of fidelity bond covering the plan | 2012-12-31 | $16,916 |
Other income received | 2012-12-31 | $13,966 |
Net income (gross income less expenses) | 2012-12-31 | $13,084 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $169,156 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $156,072 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $5,198 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $80 |
2011 : STEPHEN M. MELTZ & ASSOCIATES, CPA'S, PC EMPLOYEES' PROFIT SHARING PLAN & TRUST 2011 401k financial data |
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Total income from all sources | 2011-12-31 | $14,263 |
Expenses. Total of all expenses incurred | 2011-12-31 | $5,080 |
Benefits paid (including direct rollovers) | 2011-12-31 | $5,000 |
Total plan assets at end of year | 2011-12-31 | $156,072 |
Total plan assets at beginning of year | 2011-12-31 | $146,889 |
Value of fidelity bond covering the plan | 2011-12-31 | $15,607 |
Other income received | 2011-12-31 | $-588 |
Net income (gross income less expenses) | 2011-12-31 | $9,183 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $156,072 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $146,889 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $14,851 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $80 |
2010 : STEPHEN M. MELTZ & ASSOCIATES, CPA'S, PC EMPLOYEES' PROFIT SHARING PLAN & TRUST 2010 401k financial data |
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Total income from all sources | 2010-12-31 | $22,433 |
Expenses. Total of all expenses incurred | 2010-12-31 | $3,844 |
Benefits paid (including direct rollovers) | 2010-12-31 | $3,764 |
Total plan assets at end of year | 2010-12-31 | $146,889 |
Total plan assets at beginning of year | 2010-12-31 | $128,300 |
Value of fidelity bond covering the plan | 2010-12-31 | $14,689 |
Other income received | 2010-12-31 | $11,793 |
Net income (gross income less expenses) | 2010-12-31 | $18,589 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $146,889 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $128,300 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $10,640 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $80 |