Logo

NORTH GEORGIA CPA, INC. RETIREMENT PLAN 401k Plan overview

Plan NameNORTH GEORGIA CPA, INC. RETIREMENT PLAN
Plan identification number 001

NORTH GEORGIA CPA, INC. RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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

NORTH GEORGIA CPA, INC. has sponsored the creation of one or more 401k plans.

Company Name:NORTH GEORGIA CPA, INC.
Employer identification number (EIN):461100428
NAIC Classification:541219
NAIC Description:Other Accounting Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NORTH GEORGIA CPA, INC. RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012024-01-01JOHN VEITH
0012023-01-01
0012023-01-01JOHN VEITH
0012022-01-01
0012022-01-01JOHN VEITH
0012021-01-01
0012021-01-01JOHN VEITH
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01JOHN PATRICK VEITH, JR.
0012016-01-01JOHN PATRICK VEITH, JR.
0012015-01-01JOHN PATRICK VEITH, JR.
0012014-01-01JOHN PATRICK VEITH, JR.
0012013-01-01JOHN PATRICK VEITH, JR.
0012012-10-01JOHN PATRICK VEITH, JR.

Financial Data on NORTH GEORGIA CPA, INC. RETIREMENT PLAN

Measure Date Value
2023 : NORTH GEORGIA CPA, INC. RETIREMENT PLAN 2023 401k financial data
Total income from all sources2023-12-31$86,049
Expenses. Total of all expenses incurred2023-12-31$0
Total plan assets at end of year2023-12-31$491,551
Total plan assets at beginning of year2023-12-31$405,502
Value of fidelity bond covering the plan2023-12-31$84,000
Total contributions received or receivable from participants2023-12-31$15,000
Other income received2023-12-31$61,049
Net income (gross income less expenses)2023-12-31$86,049
Net plan assets at end of year (total assets less liabilities)2023-12-31$491,551
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$405,502
Assets. Value of employer securities2023-12-31$347,305
Total contributions received or receivable from employer(s)2023-12-31$10,000
2022 : NORTH GEORGIA CPA, INC. RETIREMENT PLAN 2022 401k financial data
Total income from all sources2022-12-31$65,197
Expenses. Total of all expenses incurred2022-12-31$0
Total plan assets at end of year2022-12-31$405,502
Total plan assets at beginning of year2022-12-31$340,305
Value of fidelity bond covering the plan2022-12-31$84,000
Total contributions received or receivable from participants2022-12-31$10,000
Other income received2022-12-31$55,197
Net income (gross income less expenses)2022-12-31$65,197
Net plan assets at end of year (total assets less liabilities)2022-12-31$405,502
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$340,305
Assets. Value of employer securities2022-12-31$303,141
2021 : NORTH GEORGIA CPA, INC. RETIREMENT PLAN 2021 401k financial data
Total income from all sources2021-12-31$119,234
Expenses. Total of all expenses incurred2021-12-31$0
Total plan assets at end of year2021-12-31$340,305
Total plan assets at beginning of year2021-12-31$221,071
Value of fidelity bond covering the plan2021-12-31$84,000
Total contributions received or receivable from participants2021-12-31$19,000
Other income received2021-12-31$88,234
Net income (gross income less expenses)2021-12-31$119,234
Net plan assets at end of year (total assets less liabilities)2021-12-31$340,305
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$221,071
Assets. Value of employer securities2021-12-31$230,000
Total contributions received or receivable from employer(s)2021-12-31$12,000
2020 : NORTH GEORGIA CPA, INC. RETIREMENT PLAN 2020 401k financial data
Total income from all sources2020-12-31$20,641
Expenses. Total of all expenses incurred2020-12-31$18
Total plan assets at end of year2020-12-31$221,071
Total plan assets at beginning of year2020-12-31$200,448
Value of fidelity bond covering the plan2020-12-31$84,000
Total contributions received or receivable from participants2020-12-31$15,000
Other income received2020-12-31$5,641
Net income (gross income less expenses)2020-12-31$20,623
Net plan assets at end of year (total assets less liabilities)2020-12-31$221,071
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$200,448
Assets. Value of employer securities2020-12-31$150,000
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$18
2019 : NORTH GEORGIA CPA, INC. RETIREMENT PLAN 2019 401k financial data
Total income from all sources2019-12-31$43,389
Expenses. Total of all expenses incurred2019-12-31$0
Total plan assets at end of year2019-12-31$200,448
Total plan assets at beginning of year2019-12-31$157,059
Value of fidelity bond covering the plan2019-12-31$84,000
Other income received2019-12-31$43,389
Net income (gross income less expenses)2019-12-31$43,389
Net plan assets at end of year (total assets less liabilities)2019-12-31$200,448
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$157,059
Assets. Value of employer securities2019-12-31$152,474
2018 : NORTH GEORGIA CPA, INC. RETIREMENT PLAN 2018 401k financial data
Total income from all sources2018-12-31$14,222
Total plan assets at end of year2018-12-31$157,059
Total plan assets at beginning of year2018-12-31$142,837
Value of fidelity bond covering the plan2018-12-31$100,000
Other income received2018-12-31$14,222
Net income (gross income less expenses)2018-12-31$14,222
Net plan assets at end of year (total assets less liabilities)2018-12-31$157,059
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$142,837
Assets. Value of employer securities2018-12-31$118,036
2017 : NORTH GEORGIA CPA, INC. RETIREMENT PLAN 2017 401k financial data
Total income from all sources2017-12-31$32,904
Total plan assets at end of year2017-12-31$142,837
Total plan assets at beginning of year2017-12-31$109,933
Value of fidelity bond covering the plan2017-12-31$84,000
Other income received2017-12-31$32,904
Net income (gross income less expenses)2017-12-31$32,904
Net plan assets at end of year (total assets less liabilities)2017-12-31$142,837
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$109,933
Assets. Value of employer securities2017-12-31$101,462
2016 : NORTH GEORGIA CPA, INC. RETIREMENT PLAN 2016 401k financial data
Total income from all sources2016-12-31$-867
Expenses. Total of all expenses incurred2016-12-31$0
Benefits paid (including direct rollovers)2016-12-31$0
Total plan assets at end of year2016-12-31$109,933
Total plan assets at beginning of year2016-12-31$110,800
Value of fidelity bond covering the plan2016-12-31$84,000
Total contributions received or receivable from participants2016-12-31$6,500
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$-7,367
Net income (gross income less expenses)2016-12-31$-867
Net plan assets at end of year (total assets less liabilities)2016-12-31$109,933
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$110,800
Assets. Value of employer securities2016-12-31$75,000
Total contributions received or receivable from employer(s)2016-12-31$0
Value of certain deemed distributions of participant loans2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$0
2015 : NORTH GEORGIA CPA, INC. RETIREMENT PLAN 2015 401k financial data
Total income from all sources2015-12-31$14,852
Expenses. Total of all expenses incurred2015-12-31$0
Total plan assets at end of year2015-12-31$110,800
Total plan assets at beginning of year2015-12-31$95,948
Total contributions received or receivable from participants2015-12-31$19,891
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$-5,039
Net income (gross income less expenses)2015-12-31$14,852
Net plan assets at end of year (total assets less liabilities)2015-12-31$110,800
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$95,948
Assets. Value of employer securities2015-12-31$84,595
Value of certain deemed distributions of participant loans2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$0
2014 : NORTH GEORGIA CPA, INC. RETIREMENT PLAN 2014 401k financial data
Total income from all sources2014-12-31$38,245
Expenses. Total of all expenses incurred2014-12-31$0
Benefits paid (including direct rollovers)2014-12-31$0
Total plan assets at end of year2014-12-31$95,948
Total plan assets at beginning of year2014-12-31$57,703
Total contributions received or receivable from participants2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$38,245
Net income (gross income less expenses)2014-12-31$38,245
Net plan assets at end of year (total assets less liabilities)2014-12-31$95,948
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$57,703
Assets. Value of employer securities2014-12-31$90,000
Total contributions received or receivable from employer(s)2014-12-31$0
Value of certain deemed distributions of participant loans2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$0
2013 : NORTH GEORGIA CPA, INC. RETIREMENT PLAN 2013 401k financial data
Total income from all sources2013-12-31$-37,323
Expenses. Total of all expenses incurred2013-12-31$0
Benefits paid (including direct rollovers)2013-12-31$0
Total plan assets at end of year2013-12-31$57,703
Total plan assets at beginning of year2013-12-31$95,026
Total contributions received or receivable from participants2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$-37,323
Net income (gross income less expenses)2013-12-31$-37,323
Net plan assets at end of year (total assets less liabilities)2013-12-31$57,703
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$95,026
Assets. Value of employer securities2013-12-31$52,127
Total contributions received or receivable from employer(s)2013-12-31$0
Value of certain deemed distributions of participant loans2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$0
2012 : NORTH GEORGIA CPA, INC. RETIREMENT PLAN 2012 401k financial data
Total income from all sources2012-12-31$95,051
Expenses. Total of all expenses incurred2012-12-31$25
Benefits paid (including direct rollovers)2012-12-31$0
Total plan assets at end of year2012-12-31$95,026
Total contributions received or receivable from participants2012-12-31$0
Contributions received from other sources (not participants or employers)2012-12-31$105,000
Other income received2012-12-31$-9,949
Net income (gross income less expenses)2012-12-31$95,026
Net plan assets at end of year (total assets less liabilities)2012-12-31$95,026
Assets. Value of employer securities2012-12-31$90,000
Total contributions received or receivable from employer(s)2012-12-31$0
Value of certain deemed distributions of participant loans2012-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$25

Form 5500 Responses for NORTH GEORGIA CPA, INC. RETIREMENT PLAN

2023: NORTH GEORGIA CPA, INC. RETIREMENT PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: NORTH GEORGIA CPA, INC. RETIREMENT PLAN 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: NORTH GEORGIA CPA, INC. RETIREMENT PLAN 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: NORTH GEORGIA CPA, INC. RETIREMENT PLAN 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: NORTH GEORGIA CPA, INC. RETIREMENT PLAN 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: NORTH GEORGIA CPA, INC. RETIREMENT PLAN 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: NORTH GEORGIA CPA, INC. RETIREMENT 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: NORTH GEORGIA CPA, INC. RETIREMENT 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: NORTH GEORGIA CPA, INC. RETIREMENT 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: NORTH GEORGIA CPA, INC. RETIREMENT 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: NORTH GEORGIA CPA, INC. RETIREMENT 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: NORTH GEORGIA CPA, INC. RETIREMENT PLAN 2012 form 5500 responses
2012-10-01Type of plan entitySingle employer plan
2012-10-01First time form 5500 has been submittedYes
2012-10-01This return/report is a short plan year return/report (less than 12 months)Yes
2012-10-01Plan funding arrangement – TrustYes
2012-10-01Plan 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 S1