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OSCAR I. AXUME, CPA, AN ACCOUNTANCY CORP., 401(K) PLAN 401k Plan overview

Plan NameOSCAR I. AXUME, CPA, AN ACCOUNTANCY CORP., 401(K) PLAN
Plan identification number 001

OSCAR I. AXUME, CPA, AN ACCOUNTANCY CORP., 401(K) 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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

OSCAR I. AXUME, CPA, AN ACCOUNTA has sponsored the creation of one or more 401k plans.

Company Name:OSCAR I. AXUME, CPA, AN ACCOUNTA
Employer identification number (EIN):471293169
NAIC Classification:541211
NAIC Description:Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan OSCAR I. AXUME, CPA, AN ACCOUNTANCY CORP., 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01OSCAR AXUME2024-05-28
0012022-01-01OSCAR AXUME2023-07-08
0012021-01-01OSCAR AXUME2022-06-01
0012020-01-01OSCAR AXUME2021-06-02
0012019-01-01OSCAR AXUME2020-06-30
0012018-06-01OSCAR AXUME2019-07-08

Plan Statistics for OSCAR I. AXUME, CPA, AN ACCOUNTANCY CORP., 401(K) PLAN

401k plan membership statisitcs for OSCAR I. AXUME, CPA, AN ACCOUNTANCY CORP., 401(K) PLAN

Measure Date Value
2025: OSCAR I. AXUME, CPA, AN ACCOUNTANCY CORP., 401(K) PLAN 2025 401k membership
Total number of particpants at beginning of year2025-05-2821
Total number of particpants at end of year2025-05-2821
Number of Participants With Account Balances2025-05-2818
2024: OSCAR I. AXUME, CPA, AN ACCOUNTANCY CORP., 401(K) PLAN 2024 401k membership
Total number of particpants at beginning of year2024-05-2814
Total number of particpants at end of year2024-05-2816
Number of Participants With Account Balances2024-05-2815
2022: OSCAR I. AXUME, CPA, AN ACCOUNTANCY CORP., 401(K) PLAN 2022 401k membership
Total number of particpants at beginning of year2022-06-019
Total number of particpants at end of year2022-06-0110
Number of Participants With Account Balances2022-06-0110

Financial Data on OSCAR I. AXUME, CPA, AN ACCOUNTANCY CORP., 401(K) PLAN

Measure Date Value
2025 : OSCAR I. AXUME, CPA, AN ACCOUNTANCY CORP., 401(K) PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-05-281289
Net assets as of the end of the plan year2025-05-28319130
Total assets as of the beginning of the plan year2025-05-28243362
Value of plan covered by a fidelity bond2025-05-2825000
Participant contributions to plan in this plan year2025-05-2825583
Other income to plan in this plan year2025-05-2835123
Plan net income in this plan year2025-05-2875768
Net assets as of the end of the plan year2025-05-28319130
Net assets as of the beginning of the plan year2025-05-28243362
Employer contributions to plan in this plan year2025-05-2816351
Expensese paid to adminstrative service provicers from plan in this plan year2025-05-281289
2024 : OSCAR I. AXUME, CPA, AN ACCOUNTANCY CORP., 401(K) PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-05-287244
Net assets as of the end of the plan year2024-05-28243362
Total assets as of the beginning of the plan year2024-05-28166696
Value of plan covered by a fidelity bond2024-05-2817000
Participant contributions to plan in this plan year2024-05-2831470
Other income to plan in this plan year2024-05-2833339
Plan net income in this plan year2024-05-2876666
Net assets as of the end of the plan year2024-05-28243362
Net assets as of the beginning of the plan year2024-05-28166696
Employer contributions to plan in this plan year2024-05-2819101
Expensese paid to adminstrative service provicers from plan in this plan year2024-05-281014
2022 : OSCAR I. AXUME, CPA, AN ACCOUNTANCY CORP., 401(K) PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-06-01494
Net assets as of the end of the plan year2022-06-01138483
Total assets as of the beginning of the plan year2022-06-0182504
Value of plan covered by a fidelity bond2022-06-019000
Participant contributions to plan in this plan year2022-06-0124703
Other income to plan in this plan year2022-06-0117415
Plan net income in this plan year2022-06-0155979
Net assets as of the end of the plan year2022-06-01138483
Net assets as of the beginning of the plan year2022-06-0182504
Employer contributions to plan in this plan year2022-06-0114355
Expensese paid to adminstrative service provicers from plan in this plan year2022-06-01494

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