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THOMAS W. SPINNER, CPA, PC 401(K) PLAN 401k Plan overview

Plan NameTHOMAS W. SPINNER, CPA, PC 401(K) PLAN
Plan identification number 001

THOMAS W. SPINNER, CPA, PC 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • 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

THOMAS W. SPINNER, CPA, PC has sponsored the creation of one or more 401k plans.

Company Name:THOMAS W. SPINNER, CPA, PC
Employer identification number (EIN):431901679
NAIC Classification:541211
NAIC Description:Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THOMAS W. SPINNER, CPA, PC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012018-01-01
0012017-01-01
0012016-01-01

Plan Statistics for THOMAS W. SPINNER, CPA, PC 401(K) PLAN

401k plan membership statisitcs for THOMAS W. SPINNER, CPA, PC 401(K) PLAN

Measure Date Value
2025: THOMAS W. SPINNER, CPA, PC 401(K) PLAN 2025 401k membership
Total number of particpants at beginning of year2025-04-225
Total number of particpants at end of year2025-04-225
Number of Participants With Account Balances2025-04-225
2024: THOMAS W. SPINNER, CPA, PC 401(K) PLAN 2024 401k membership
Total number of particpants at beginning of year2024-04-265
Total number of particpants at end of year2024-04-265
Number of Participants With Account Balances2024-04-265
2022: THOMAS W. SPINNER, CPA, PC 401(K) PLAN 2022 401k membership
Total number of particpants at beginning of year2022-04-285
Total number of particpants at end of year2022-04-285
Number of Participants With Account Balances2022-04-285

Financial Data on THOMAS W. SPINNER, CPA, PC 401(K) PLAN

Measure Date Value
2025 : THOMAS W. SPINNER, CPA, PC 401(K) PLAN 2025 401k financial data
Total liabilities as of the end of the plan year2025-04-220
Total liabilities as of the beginning of the plan year2025-04-220
Total expenses incurred by plan in this plan year2025-04-220
Net assets as of the end of the plan year2025-04-221320044
Total assets as of the beginning of the plan year2025-04-221075407
Value of plan covered by a fidelity bond2025-04-22135000
Participant contributions to plan in this plan year2025-04-2261051
Other income to plan in this plan year2025-04-22147879
Plan net income in this plan year2025-04-22244637
Net assets as of the end of the plan year2025-04-221320044
Net assets as of the beginning of the plan year2025-04-221075407
Employer contributions to plan in this plan year2025-04-2235707
Fees paid to broker by Benefit Provider2025-04-229607
2024 : THOMAS W. SPINNER, CPA, PC 401(K) PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-04-260
Net assets as of the end of the plan year2024-04-261075407
Total assets as of the beginning of the plan year2024-04-26820909
Value of plan covered by a fidelity bond2024-04-26108000
Participant contributions to plan in this plan year2024-04-2659198
Other income to plan in this plan year2024-04-26160800
Plan net income in this plan year2024-04-26254498
Net assets as of the end of the plan year2024-04-261075407
Net assets as of the beginning of the plan year2024-04-26820909
Employer contributions to plan in this plan year2024-04-2634500
Fees paid to broker by Benefit Provider2024-04-267305
2022 : THOMAS W. SPINNER, CPA, PC 401(K) PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-04-280
Net assets as of the end of the plan year2022-04-28900248
Total assets as of the beginning of the plan year2022-04-28701644
Value of plan covered by a fidelity bond2022-04-2880000
Participant contributions to plan in this plan year2022-04-2853671
Other income to plan in this plan year2022-04-28110625
Plan net income in this plan year2022-04-28198604
Net assets as of the end of the plan year2022-04-28900248
Net assets as of the beginning of the plan year2022-04-28701644
Employer contributions to plan in this plan year2022-04-2834308
Fees paid to broker by Benefit Provider2022-04-286335

Potentially related plans

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