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JAMES A. SWEET, CPA KEOGH PLAN 401k Plan overview

Plan NameJAMES A. SWEET, CPA KEOGH PLAN
Plan identification number 001

JAMES A. SWEET, CPA KEOGH PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • 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.
  • 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 A. SWEET, CPA has sponsored the creation of one or more 401k plans.

Company Name:JAMES A. SWEET, CPA
Employer identification number (EIN):391244219
NAIC Classification:541211
NAIC Description:Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JAMES A. SWEET, CPA KEOGH PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012024-01-01JAMES A SWEET
0012023-01-01
0012023-01-01JAMES A SWEET
0012022-01-01
0012022-01-01JAMES A SWEET
0012021-01-01
0012021-01-01JAMES A SWEET
0012020-01-01
0012019-01-01
0012018-01-01JAMES A SWEET
0012017-01-01JAMES A SWEET
0012016-01-01JAMES A SWEET
0012015-01-01JAMES A SWEET
0012014-01-01JAMES A SWEET
0012013-01-01JAMES A SWEET
0012012-01-01JAMES A SWEET

Financial Data on JAMES A. SWEET, CPA KEOGH PLAN

Measure Date Value
2023 : JAMES A. SWEET, CPA KEOGH PLAN 2023 401k financial data
Total income from all sources2023-12-31$170,048
Expenses. Total of all expenses incurred2023-12-31$214,320
Benefits paid (including direct rollovers)2023-12-31$214,320
Total plan assets at end of year2023-12-31$2,020,766
Total plan assets at beginning of year2023-12-31$2,065,038
Expenses. Other expenses not covered elsewhere2023-12-31$0
Other income received2023-12-31$141,926
Net income (gross income less expenses)2023-12-31$-44,272
Net plan assets at end of year (total assets less liabilities)2023-12-31$2,020,766
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$2,065,038
Total contributions received or receivable from employer(s)2023-12-31$28,122
2022 : JAMES A. SWEET, CPA KEOGH PLAN 2022 401k financial data
Total income from all sources2022-12-31$-118,911
Expenses. Total of all expenses incurred2022-12-31$328,680
Benefits paid (including direct rollovers)2022-12-31$328,680
Total plan assets at end of year2022-12-31$2,064,849
Total plan assets at beginning of year2022-12-31$2,512,440
Expenses. Other expenses not covered elsewhere2022-12-31$0
Other income received2022-12-31$-161,272
Net income (gross income less expenses)2022-12-31$-447,591
Net plan assets at end of year (total assets less liabilities)2022-12-31$2,064,849
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$2,512,440
Total contributions received or receivable from employer(s)2022-12-31$42,361
2021 : JAMES A. SWEET, CPA KEOGH PLAN 2021 401k financial data
Total income from all sources2021-12-31$359,857
Expenses. Total of all expenses incurred2021-12-31$201,343
Benefits paid (including direct rollovers)2021-12-31$201,280
Total plan assets at end of year2021-12-31$2,512,293
Total plan assets at beginning of year2021-12-31$2,353,779
Expenses. Other expenses not covered elsewhere2021-12-31$63
Other income received2021-12-31$319,293
Net income (gross income less expenses)2021-12-31$158,514
Net plan assets at end of year (total assets less liabilities)2021-12-31$2,512,293
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$2,353,779
Total contributions received or receivable from employer(s)2021-12-31$40,564
2020 : JAMES A. SWEET, CPA KEOGH PLAN 2020 401k financial data
Total income from all sources2020-12-31$140,145
Expenses. Total of all expenses incurred2020-12-31$0
Benefits paid (including direct rollovers)2020-12-31$0
Total plan assets at end of year2020-12-31$2,353,779
Total plan assets at beginning of year2020-12-31$2,213,634
Other income received2020-12-31$100,225
Net income (gross income less expenses)2020-12-31$140,145
Net plan assets at end of year (total assets less liabilities)2020-12-31$2,353,779
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$2,213,634
Total contributions received or receivable from employer(s)2020-12-31$39,920
2019 : JAMES A. SWEET, CPA KEOGH PLAN 2019 401k financial data
Total income from all sources2019-12-31$392,784
Expenses. Total of all expenses incurred2019-12-31$96,097
Benefits paid (including direct rollovers)2019-12-31$96,070
Total plan assets at end of year2019-12-31$2,213,634
Total plan assets at beginning of year2019-12-31$1,916,947
Expenses. Other expenses not covered elsewhere2019-12-31$27
Other income received2019-12-31$346,951
Net income (gross income less expenses)2019-12-31$296,687
Net plan assets at end of year (total assets less liabilities)2019-12-31$2,213,634
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$1,916,947
Total contributions received or receivable from employer(s)2019-12-31$45,833
2018 : JAMES A. SWEET, CPA KEOGH PLAN 2018 401k financial data
Total income from all sources2018-12-31$-54,826
Expenses. Total of all expenses incurred2018-12-31$99,790
Benefits paid (including direct rollovers)2018-12-31$99,780
Total plan assets at end of year2018-12-31$1,916,947
Total plan assets at beginning of year2018-12-31$2,071,563
Expenses. Other expenses not covered elsewhere2018-12-31$10
Other income received2018-12-31$-100,411
Net income (gross income less expenses)2018-12-31$-154,616
Net plan assets at end of year (total assets less liabilities)2018-12-31$1,916,947
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$2,071,563
Total contributions received or receivable from employer(s)2018-12-31$45,585
2017 : JAMES A. SWEET, CPA KEOGH PLAN 2017 401k financial data
Total income from all sources2017-12-31$260,427
Expenses. Total of all expenses incurred2017-12-31$87,792
Benefits paid (including direct rollovers)2017-12-31$87,700
Total plan assets at end of year2017-12-31$2,071,563
Total plan assets at beginning of year2017-12-31$1,898,928
Expenses. Other expenses not covered elsewhere2017-12-31$92
Other income received2017-12-31$213,635
Net income (gross income less expenses)2017-12-31$172,635
Net plan assets at end of year (total assets less liabilities)2017-12-31$2,071,563
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$1,898,928
Total contributions received or receivable from employer(s)2017-12-31$46,792
2016 : JAMES A. SWEET, CPA KEOGH PLAN 2016 401k financial data
Total income from all sources2016-12-31$219,480
Expenses. Total of all expenses incurred2016-12-31$78,236
Benefits paid (including direct rollovers)2016-12-31$78,210
Total plan assets at end of year2016-12-31$1,898,928
Total plan assets at beginning of year2016-12-31$1,757,684
Expenses. Other expenses not covered elsewhere2016-12-31$26
Other income received2016-12-31$178,525
Net income (gross income less expenses)2016-12-31$141,244
Net plan assets at end of year (total assets less liabilities)2016-12-31$1,898,928
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$1,757,684
Total contributions received or receivable from employer(s)2016-12-31$40,955
2015 : JAMES A. SWEET, CPA KEOGH PLAN 2015 401k financial data
Total income from all sources2015-12-31$24,431
Expenses. Total of all expenses incurred2015-12-31$77,256
Benefits paid (including direct rollovers)2015-12-31$77,230
Total plan assets at end of year2015-12-31$1,757,684
Total plan assets at beginning of year2015-12-31$1,810,509
Expenses. Other expenses not covered elsewhere2015-12-31$26
Other income received2015-12-31$-14,801
Net income (gross income less expenses)2015-12-31$-52,825
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,757,684
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$1,810,509
Total contributions received or receivable from employer(s)2015-12-31$39,232
2014 : JAMES A. SWEET, CPA KEOGH PLAN 2014 401k financial data
Total income from all sources2014-12-31$204,947
Expenses. Total of all expenses incurred2014-12-31$68,901
Benefits paid (including direct rollovers)2014-12-31$68,800
Total plan assets at end of year2014-12-31$1,810,509
Total plan assets at beginning of year2014-12-31$1,674,463
Expenses. Other expenses not covered elsewhere2014-12-31$101
Other income received2014-12-31$160,532
Net income (gross income less expenses)2014-12-31$136,046
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,810,509
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,674,463
Total contributions received or receivable from employer(s)2014-12-31$44,415
2013 : JAMES A. SWEET, CPA KEOGH PLAN 2013 401k financial data
Total income from all sources2013-12-31$352,866
Expenses. Total of all expenses incurred2013-12-31$54,146
Benefits paid (including direct rollovers)2013-12-31$54,130
Total plan assets at end of year2013-12-31$1,674,463
Total plan assets at beginning of year2013-12-31$1,375,743
Expenses. Other expenses not covered elsewhere2013-12-31$16
Other income received2013-12-31$313,696
Net income (gross income less expenses)2013-12-31$298,720
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,674,463
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,375,743
Total contributions received or receivable from employer(s)2013-12-31$39,170
2012 : JAMES A. SWEET, CPA KEOGH PLAN 2012 401k financial data
Total income from all sources2012-12-31$176,543
Expenses. Total of all expenses incurred2012-12-31$47,336
Benefits paid (including direct rollovers)2012-12-31$47,335
Total plan assets at end of year2012-12-31$1,375,743
Total plan assets at beginning of year2012-12-31$1,246,536
Expenses. Other expenses not covered elsewhere2012-12-31$1
Other income received2012-12-31$137,574
Net income (gross income less expenses)2012-12-31$129,207
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,375,743
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,246,536
Total contributions received or receivable from employer(s)2012-12-31$38,969

Form 5500 Responses for JAMES A. SWEET, CPA KEOGH PLAN

2023: JAMES A. SWEET, CPA KEOGH PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: JAMES A. SWEET, CPA KEOGH PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: JAMES A. SWEET, CPA KEOGH PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: JAMES A. SWEET, CPA KEOGH PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: JAMES A. SWEET, CPA KEOGH PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: JAMES A. SWEET, CPA KEOGH PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: JAMES A. SWEET, CPA KEOGH PLAN 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: JAMES A. SWEET, CPA KEOGH PLAN 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: JAMES A. SWEET, CPA KEOGH PLAN 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: JAMES A. SWEET, CPA KEOGH PLAN 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: JAMES A. SWEET, CPA KEOGH PLAN 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: JAMES A. SWEET, CPA KEOGH PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes

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