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STEPHEN M. MELTZ & ASSOCIATES, CPA'S, PC EMPLOYEES' PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan NameSTEPHEN M. MELTZ & ASSOCIATES, CPA'S, PC EMPLOYEES' PROFIT SHARING PLAN & TRUST
Plan identification number 002

STEPHEN M. MELTZ & ASSOCIATES, CPA'S, PC EMPLOYEES' PROFIT SHARING PLAN & TRUST Benefits

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

STEPHEN M. MELTZ & ASSOCIATES CPA'S, PC has sponsored the creation of one or more 401k plans.

Company Name:STEPHEN M. MELTZ & ASSOCIATES CPA'S, PC
Employer identification number (EIN):363745704
NAIC Classification:541211
NAIC Description:Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan STEPHEN M. MELTZ & ASSOCIATES, CPA'S, PC EMPLOYEES' PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022019-01-01
0022018-01-01
0022017-01-01STEPHEN M. MELTZ STEPHEN M. MELTZ2018-05-02
0022016-01-01STEPHEN M. MELTZ STEPHEN M. MELTZ2017-07-10
0022015-01-01STEPHEN M. MELTZ STEPHEN M. MELTZ2016-06-23
0022014-01-01STEPHEN M. MELTZ STEPHEN M. MELTZ2015-07-15
0022013-01-01STEPHEN M. MELTZ STEPHEN M. MELTZ2014-07-22
0022012-01-01STEPHEN M. MELTZ STEPHEN M. MELTZ2013-07-12
0022011-01-01STEPHEN M. MELTZ STEPHEN M. MELTZ2012-06-28
0022009-01-01STEPHEN M. MELTZ STEPHEN M. MELTZ2010-06-25

Plan Statistics for 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
2019: STEPHEN M. MELTZ & ASSOCIATES, CPA'S, PC EMPLOYEES' PROFIT SHARING PLAN & TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-012
Total number of active participants reported on line 7a of the Form 55002019-01-010
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 participants2019-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-010
Number of participants with account balances2019-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: STEPHEN M. MELTZ & ASSOCIATES, CPA'S, PC EMPLOYEES' PROFIT SHARING PLAN & TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-012
Total number of active participants reported on line 7a of the Form 55002018-01-012
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 participants2018-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-012
Number of participants with account balances2018-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: STEPHEN M. MELTZ & ASSOCIATES, CPA'S, PC EMPLOYEES' PROFIT SHARING PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-012
Total number of active participants reported on line 7a of the Form 55002017-01-012
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 participants2017-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-012
Number of participants with account balances2017-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: STEPHEN M. MELTZ & ASSOCIATES, CPA'S, PC EMPLOYEES' PROFIT SHARING PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-012
Total number of active participants reported on line 7a of the Form 55002016-01-012
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 participants2016-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-012
Number of participants with account balances2016-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: STEPHEN M. MELTZ & ASSOCIATES, CPA'S, PC EMPLOYEES' PROFIT SHARING PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-012
Total number of active participants reported on line 7a of the Form 55002015-01-012
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 participants2015-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-012
Number of participants with account balances2015-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: STEPHEN M. MELTZ & ASSOCIATES, CPA'S, PC EMPLOYEES' PROFIT SHARING PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-012
Total number of active participants reported on line 7a of the Form 55002014-01-012
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 participants2014-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-012
Number of participants with account balances2014-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: STEPHEN M. MELTZ & ASSOCIATES, CPA'S, PC EMPLOYEES' PROFIT SHARING PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-012
Total number of active participants reported on line 7a of the Form 55002013-01-012
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 participants2013-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-012
Number of participants with account balances2013-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: STEPHEN M. MELTZ & ASSOCIATES, CPA'S, PC EMPLOYEES' PROFIT SHARING PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-012
Total number of active participants reported on line 7a of the Form 55002012-01-012
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 participants2012-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-012
Number of participants with account balances2012-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: STEPHEN M. MELTZ & ASSOCIATES, CPA'S, PC EMPLOYEES' PROFIT SHARING PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-012
Total number of active participants reported on line 7a of the Form 55002011-01-012
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-012
Number of participants with account balances2011-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: STEPHEN M. MELTZ & ASSOCIATES, CPA'S, PC EMPLOYEES' PROFIT SHARING PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-012
Total number of active participants reported on line 7a of the Form 55002009-01-012
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 participants2009-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-012
Number of participants with account balances2009-01-012

Financial Data on STEPHEN M. MELTZ & ASSOCIATES, CPA'S, PC EMPLOYEES' PROFIT SHARING PLAN & TRUST

Measure Date Value
2019 : STEPHEN M. MELTZ & ASSOCIATES, CPA'S, PC EMPLOYEES' PROFIT SHARING PLAN & TRUST 2019 401k financial data
Total income from all sources2019-12-31$33,618
Expenses. Total of all expenses incurred2019-12-31$268,320
Benefits paid (including direct rollovers)2019-12-31$266,002
Total plan assets at end of year2019-12-31$0
Total plan assets at beginning of year2019-12-31$234,702
Value of fidelity bond covering the plan2019-12-31$25,000
Other income received2019-12-31$33,618
Net income (gross income less expenses)2019-12-31$-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
Total income from all sources2018-12-31$8,938
Expenses. Total of all expenses incurred2018-12-31$10,659
Benefits paid (including direct rollovers)2018-12-31$7,000
Total plan assets at end of year2018-12-31$234,702
Total plan assets at beginning of year2018-12-31$236,423
Other income received2018-12-31$-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
Total income from all sources2017-12-31$37,491
Expenses. Total of all expenses incurred2017-12-31$10,354
Benefits paid (including direct rollovers)2017-12-31$10,000
Total plan assets at end of year2017-12-31$236,423
Total plan assets at beginning of year2017-12-31$209,286
Value of fidelity bond covering the plan2017-12-31$23,642
Other income received2017-12-31$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
Total income from all sources2016-12-31$15,173
Expenses. Total of all expenses incurred2016-12-31$10,080
Benefits paid (including direct rollovers)2016-12-31$10,000
Total plan assets at end of year2016-12-31$209,286
Total plan assets at beginning of year2016-12-31$204,193
Value of fidelity bond covering the plan2016-12-31$20,928
Other income received2016-12-31$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
Total income from all sources2015-12-31$9,761
Expenses. Total of all expenses incurred2015-12-31$10,080
Benefits paid (including direct rollovers)2015-12-31$10,000
Total plan assets at end of year2015-12-31$204,193
Total plan assets at beginning of year2015-12-31$204,512
Value of fidelity bond covering the plan2015-12-31$20,419
Other income received2015-12-31$1,573
Net income (gross income less expenses)2015-12-31$-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
Total income from all sources2014-12-31$16,717
Expenses. Total of all expenses incurred2014-12-31$10,080
Benefits paid (including direct rollovers)2014-12-31$10,000
Total plan assets at end of year2014-12-31$204,512
Total plan assets at beginning of year2014-12-31$197,875
Value of fidelity bond covering the plan2014-12-31$20,451
Other income received2014-12-31$-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
Total income from all sources2013-12-31$38,799
Expenses. Total of all expenses incurred2013-12-31$10,080
Benefits paid (including direct rollovers)2013-12-31$10,000
Total plan assets at end of year2013-12-31$197,875
Total plan assets at beginning of year2013-12-31$169,156
Value of fidelity bond covering the plan2013-12-31$19,788
Other income received2013-12-31$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
Total income from all sources2012-12-31$19,164
Expenses. Total of all expenses incurred2012-12-31$6,080
Benefits paid (including direct rollovers)2012-12-31$6,000
Total plan assets at end of year2012-12-31$169,156
Total plan assets at beginning of year2012-12-31$156,072
Value of fidelity bond covering the plan2012-12-31$16,916
Other income received2012-12-31$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
Total income from all sources2011-12-31$14,263
Expenses. Total of all expenses incurred2011-12-31$5,080
Benefits paid (including direct rollovers)2011-12-31$5,000
Total plan assets at end of year2011-12-31$156,072
Total plan assets at beginning of year2011-12-31$146,889
Value of fidelity bond covering the plan2011-12-31$15,607
Other income received2011-12-31$-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
Total income from all sources2010-12-31$22,433
Expenses. Total of all expenses incurred2010-12-31$3,844
Benefits paid (including direct rollovers)2010-12-31$3,764
Total plan assets at end of year2010-12-31$146,889
Total plan assets at beginning of year2010-12-31$128,300
Value of fidelity bond covering the plan2010-12-31$14,689
Other income received2010-12-31$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

Form 5500 Responses for STEPHEN M. MELTZ & ASSOCIATES, CPA'S, PC EMPLOYEES' PROFIT SHARING PLAN & TRUST

2019: STEPHEN M. MELTZ & ASSOCIATES, CPA'S, PC EMPLOYEES' PROFIT SHARING PLAN & TRUST 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01This submission is the final filingYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: STEPHEN M. MELTZ & ASSOCIATES, CPA'S, PC EMPLOYEES' PROFIT SHARING PLAN & TRUST 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: STEPHEN M. MELTZ & ASSOCIATES, CPA'S, PC EMPLOYEES' PROFIT SHARING PLAN & TRUST 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: STEPHEN M. MELTZ & ASSOCIATES, CPA'S, PC EMPLOYEES' PROFIT SHARING PLAN & TRUST 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: STEPHEN M. MELTZ & ASSOCIATES, CPA'S, PC EMPLOYEES' PROFIT SHARING PLAN & TRUST 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: STEPHEN M. MELTZ & ASSOCIATES, CPA'S, PC EMPLOYEES' PROFIT SHARING PLAN & TRUST 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: STEPHEN M. MELTZ & ASSOCIATES, CPA'S, PC EMPLOYEES' PROFIT SHARING PLAN & TRUST 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: STEPHEN M. MELTZ & ASSOCIATES, CPA'S, PC EMPLOYEES' PROFIT SHARING PLAN & TRUST 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: STEPHEN M. MELTZ & ASSOCIATES, CPA'S, PC EMPLOYEES' PROFIT SHARING PLAN & TRUST 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: STEPHEN M. MELTZ & ASSOCIATES, CPA'S, PC EMPLOYEES' PROFIT SHARING PLAN & 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

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