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RICHARD P BLOCH CPA PC 401K PLAN 401k Plan overview

Plan NameRICHARD P BLOCH CPA PC 401K PLAN
Plan identification number 001

RICHARD P BLOCH CPA PC 401K PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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

RICHARD P BLOCH CPA PC has sponsored the creation of one or more 401k plans.

Company Name:RICHARD P BLOCH CPA PC
Employer identification number (EIN):463140189
NAIC Classification:541211
NAIC Description:Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RICHARD P BLOCH CPA PC 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01DANIEL BLOCH2024-10-15
0012022-01-01DANIEL BLOCH2023-10-16
0012021-01-01DANIEL BLOCH2022-05-31
0012020-01-01DANIEL BLOCH2021-10-04
0012019-01-01DANIEL BLOCH2020-09-30
0012018-01-01DANIEL BLOCH2019-10-03

Plan Statistics for RICHARD P BLOCH CPA PC 401K PLAN

401k plan membership statisitcs for RICHARD P BLOCH CPA PC 401K PLAN

Measure Date Value
2024: RICHARD P BLOCH CPA PC 401K PLAN 2024 401k membership
Total number of particpants at beginning of year2024-10-153
Total number of particpants at end of year2024-10-154
Number of Participants With Account Balances2024-10-153
2022: RICHARD P BLOCH CPA PC 401K PLAN 2022 401k membership
Total number of particpants at beginning of year2022-05-313
Total number of particpants at end of year2022-05-313
Number of Participants With Account Balances2022-05-313

Financial Data on RICHARD P BLOCH CPA PC 401K PLAN

Measure Date Value
2024 : RICHARD P BLOCH CPA PC 401K PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-10-150
Net assets as of the end of the plan year2024-10-15602267
Total assets as of the beginning of the plan year2024-10-15449485
Value of plan covered by a fidelity bond2024-10-1545000
Participant contributions to plan in this plan year2024-10-1571758
Other income to plan in this plan year2024-10-1568747
Plan net income in this plan year2024-10-15152782
Net assets as of the end of the plan year2024-10-15602267
Net assets as of the beginning of the plan year2024-10-15449485
Employer contributions to plan in this plan year2024-10-1512277
2022 : RICHARD P BLOCH CPA PC 401K PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-05-310
Net assets as of the end of the plan year2022-05-31435710
Total assets as of the beginning of the plan year2022-05-31320183
Value of plan covered by a fidelity bond2022-05-3133000
Participant contributions to plan in this plan year2022-05-3165007
Other income to plan in this plan year2022-05-3138034
Plan net income in this plan year2022-05-31115527
Net assets as of the end of the plan year2022-05-31435710
Net assets as of the beginning of the plan year2022-05-31320183
Employer contributions to plan in this plan year2022-05-3112486

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