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JOHN E. LIBBY CPA PLLC 401(K) PLAN 401k Plan overview

Plan NameJOHN E. LIBBY CPA PLLC 401(K) PLAN
Plan identification number 001

JOHN E. LIBBY CPA PLLC 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.
  • 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

JOHN E. LIBBY CPA PLLC has sponsored the creation of one or more 401k plans.

Company Name:JOHN E. LIBBY CPA PLLC
Employer identification number (EIN):473188764
NAIC Classification:541213
NAIC Description:Tax Preparation Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOHN E. LIBBY CPA PLLC 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

Plan Statistics for JOHN E. LIBBY CPA PLLC 401(K) PLAN

401k plan membership statisitcs for JOHN E. LIBBY CPA PLLC 401(K) PLAN

Measure Date Value
2025: JOHN E. LIBBY CPA PLLC 401(K) PLAN 2025 401k membership
Total number of particpants at beginning of year2025-09-3011
Total number of particpants at end of year2025-09-309
Number of Participants With Account Balances2025-09-305
2024: JOHN E. LIBBY CPA PLLC 401(K) PLAN 2024 401k membership
Total number of particpants at beginning of year2024-10-154
Total number of particpants at end of year2024-10-1511
Number of Participants With Account Balances2024-10-154

Financial Data on JOHN E. LIBBY CPA PLLC 401(K) PLAN

Measure Date Value
2025 : JOHN E. LIBBY CPA PLLC 401(K) PLAN 2025 401k financial data
Total liabilities as of the end of the plan year2025-09-300
Total liabilities as of the beginning of the plan year2025-09-300
Total expenses incurred by plan in this plan year2025-09-30255
Net assets as of the end of the plan year2025-09-3051171
Total assets as of the beginning of the plan year2025-09-3032551
Value of plan covered by a fidelity bond2025-09-3020000
Participant contributions to plan in this plan year2025-09-309655
Value of participant loans at end of plan year2025-09-3012192
Other expenses paid from plan in this plan year2025-09-300
Other contributions to plan in this plan year2025-09-300
Other income to plan in this plan year2025-09-304716
Plan net income in this plan year2025-09-3018620
Net assets as of the end of the plan year2025-09-3051171
Net assets as of the beginning of the plan year2025-09-3032551
Employer contributions to plan in this plan year2025-09-304504
Expensese paid to adminstrative service provicers from plan in this plan year2025-09-30255
2024 : JOHN E. LIBBY CPA PLLC 401(K) PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-10-1565
Net assets as of the end of the plan year2024-10-1532551
Total assets as of the beginning of the plan year2024-10-1510029
Value of plan covered by a fidelity bond2024-10-1520000
Participant contributions to plan in this plan year2024-10-1512747
Other contributions to plan in this plan year2024-10-152
Other income to plan in this plan year2024-10-153489
Plan net income in this plan year2024-10-1522522
Net assets as of the end of the plan year2024-10-1532551
Net assets as of the beginning of the plan year2024-10-1510029
Employer contributions to plan in this plan year2024-10-156349
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-1565

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