GERALD L. RICHARDSON, CPA, PC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan THE GERALD L RICHARDSON CPA PC 401-K RETIREMENT PLAN
401k plan membership statisitcs for THE GERALD L RICHARDSON CPA PC 401-K RETIREMENT PLAN
Measure | Date | Value |
---|
2022: THE GERALD L RICHARDSON CPA PC 401-K RETIREMENT PLAN 2022 401k membership |
---|
Total participants, beginning-of-year | 2022-01-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 4 |
Total of all active and inactive participants | 2022-01-01 | 4 |
Total participants | 2022-01-01 | 4 |
Number of participants with account balances | 2022-01-01 | 4 |
2021: THE GERALD L RICHARDSON CPA PC 401-K RETIREMENT PLAN 2021 401k membership |
---|
Total participants, beginning-of-year | 2021-01-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 4 |
Total of all active and inactive participants | 2021-01-01 | 4 |
Total participants | 2021-01-01 | 4 |
Number of participants with account balances | 2021-01-01 | 4 |
2020: THE GERALD L RICHARDSON CPA PC 401-K RETIREMENT PLAN 2020 401k membership |
---|
Total participants, beginning-of-year | 2020-01-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 4 |
Total of all active and inactive participants | 2020-01-01 | 4 |
Total participants | 2020-01-01 | 4 |
Number of participants with account balances | 2020-01-01 | 4 |
2019: THE GERALD L RICHARDSON CPA PC 401-K RETIREMENT PLAN 2019 401k membership |
---|
Total participants, beginning-of-year | 2019-01-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 3 |
Total of all active and inactive participants | 2019-01-01 | 3 |
Total participants | 2019-01-01 | 3 |
Number of participants with account balances | 2019-01-01 | 3 |
2018: THE GERALD L RICHARDSON CPA PC 401-K RETIREMENT PLAN 2018 401k membership |
---|
Total participants, beginning-of-year | 2018-01-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 3 |
Total of all active and inactive participants | 2018-01-01 | 3 |
Total participants | 2018-01-01 | 3 |
Number of participants with account balances | 2018-01-01 | 3 |
2017: THE GERALD L RICHARDSON CPA PC 401-K RETIREMENT PLAN 2017 401k membership |
---|
Total participants, beginning-of-year | 2017-01-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 3 |
Total of all active and inactive participants | 2017-01-01 | 3 |
Total participants | 2017-01-01 | 3 |
Number of participants with account balances | 2017-01-01 | 3 |
2016: THE GERALD L RICHARDSON CPA PC 401-K RETIREMENT PLAN 2016 401k membership |
---|
Total participants, beginning-of-year | 2016-01-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 3 |
Total of all active and inactive participants | 2016-01-01 | 3 |
Total participants | 2016-01-01 | 3 |
Number of participants with account balances | 2016-01-01 | 3 |
2015: THE GERALD L RICHARDSON CPA PC 401-K RETIREMENT PLAN 2015 401k membership |
---|
Total participants, beginning-of-year | 2015-01-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 3 |
Total of all active and inactive participants | 2015-01-01 | 3 |
Total participants | 2015-01-01 | 3 |
Number of participants with account balances | 2015-01-01 | 3 |
2014: THE GERALD L RICHARDSON CPA PC 401-K RETIREMENT PLAN 2014 401k membership |
---|
Total participants, beginning-of-year | 2014-01-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 3 |
Total of all active and inactive participants | 2014-01-01 | 3 |
Total participants | 2014-01-01 | 3 |
Number of participants with account balances | 2014-01-01 | 3 |
2013: THE GERALD L RICHARDSON CPA PC 401-K RETIREMENT PLAN 2013 401k membership |
---|
Total participants, beginning-of-year | 2013-01-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 3 |
Total of all active and inactive participants | 2013-01-01 | 3 |
Total participants | 2013-01-01 | 3 |
Number of participants with account balances | 2013-01-01 | 3 |
2012: THE GERALD L RICHARDSON CPA PC 401-K RETIREMENT PLAN 2012 401k membership |
---|
Total participants, beginning-of-year | 2012-01-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 3 |
Total of all active and inactive participants | 2012-01-01 | 3 |
Total participants | 2012-01-01 | 3 |
Number of participants with account balances | 2012-01-01 | 3 |
2011: THE GERALD L RICHARDSON CPA PC 401-K RETIREMENT PLAN 2011 401k membership |
---|
Total participants, beginning-of-year | 2011-01-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 3 |
Total of all active and inactive participants | 2011-01-01 | 3 |
Total participants | 2011-01-01 | 3 |
Number of participants with account balances | 2011-01-01 | 3 |
2009: THE GERALD L RICHARDSON CPA PC 401-K RETIREMENT PLAN 2009 401k membership |
---|
Total participants, beginning-of-year | 2009-01-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 3 |
Total of all active and inactive participants | 2009-01-01 | 3 |
Total participants | 2009-01-01 | 3 |
Number of participants with account balances | 2009-01-01 | 3 |
Measure | Date | Value |
---|
2022 : THE GERALD L RICHARDSON CPA PC 401-K RETIREMENT PLAN 2022 401k financial data |
---|
Total income from all sources | 2022-12-31 | $-292,642 |
Total plan assets at end of year | 2022-12-31 | $1,824,381 |
Total plan assets at beginning of year | 2022-12-31 | $2,117,023 |
Value of fidelity bond covering the plan | 2022-12-31 | $200,000 |
Total contributions received or receivable from participants | 2022-12-31 | $74,338 |
Other income received | 2022-12-31 | $-381,657 |
Net income (gross income less expenses) | 2022-12-31 | $-292,642 |
Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $1,824,381 |
Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $2,117,023 |
Total contributions received or receivable from employer(s) | 2022-12-31 | $14,677 |
2021 : THE GERALD L RICHARDSON CPA PC 401-K RETIREMENT PLAN 2021 401k financial data |
---|
Total income from all sources | 2021-12-31 | $491,775 |
Total plan assets at end of year | 2021-12-31 | $2,117,023 |
Total plan assets at beginning of year | 2021-12-31 | $1,625,248 |
Value of fidelity bond covering the plan | 2021-12-31 | $200,000 |
Total contributions received or receivable from participants | 2021-12-31 | $69,577 |
Other income received | 2021-12-31 | $406,640 |
Net income (gross income less expenses) | 2021-12-31 | $491,775 |
Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $2,117,023 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $1,625,248 |
Total contributions received or receivable from employer(s) | 2021-12-31 | $15,558 |
2020 : THE GERALD L RICHARDSON CPA PC 401-K RETIREMENT PLAN 2020 401k financial data |
---|
Total income from all sources | 2020-12-31 | $178,366 |
Total plan assets at end of year | 2020-12-31 | $1,625,248 |
Total plan assets at beginning of year | 2020-12-31 | $1,446,882 |
Value of fidelity bond covering the plan | 2020-12-31 | $200,000 |
Total contributions received or receivable from participants | 2020-12-31 | $63,420 |
Other income received | 2020-12-31 | $102,053 |
Net income (gross income less expenses) | 2020-12-31 | $178,366 |
Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $1,625,248 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $1,446,882 |
Total contributions received or receivable from employer(s) | 2020-12-31 | $12,893 |
2019 : THE GERALD L RICHARDSON CPA PC 401-K RETIREMENT PLAN 2019 401k financial data |
---|
Total income from all sources | 2019-12-31 | $304,281 |
Total plan assets at end of year | 2019-12-31 | $1,446,882 |
Total plan assets at beginning of year | 2019-12-31 | $1,142,601 |
Value of fidelity bond covering the plan | 2019-12-31 | $200,000 |
Total contributions received or receivable from participants | 2019-12-31 | $57,000 |
Other income received | 2019-12-31 | $238,121 |
Net income (gross income less expenses) | 2019-12-31 | $304,281 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $1,446,882 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $1,142,601 |
Total contributions received or receivable from employer(s) | 2019-12-31 | $9,160 |
2018 : THE GERALD L RICHARDSON CPA PC 401-K RETIREMENT PLAN 2018 401k financial data |
---|
Total income from all sources | 2018-12-31 | $-66,902 |
Total plan assets at end of year | 2018-12-31 | $1,142,601 |
Total plan assets at beginning of year | 2018-12-31 | $1,209,503 |
Value of fidelity bond covering the plan | 2018-12-31 | $200,000 |
Total contributions received or receivable from participants | 2018-12-31 | $54,000 |
Other income received | 2018-12-31 | $-129,683 |
Net income (gross income less expenses) | 2018-12-31 | $-66,902 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $1,142,601 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $1,209,503 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $8,781 |
2017 : THE GERALD L RICHARDSON CPA PC 401-K RETIREMENT PLAN 2017 401k financial data |
---|
Total income from all sources | 2017-12-31 | $220,040 |
Total plan assets at end of year | 2017-12-31 | $1,209,503 |
Total plan assets at beginning of year | 2017-12-31 | $989,463 |
Value of fidelity bond covering the plan | 2017-12-31 | $200,000 |
Total contributions received or receivable from participants | 2017-12-31 | $53,000 |
Other income received | 2017-12-31 | $158,653 |
Net income (gross income less expenses) | 2017-12-31 | $220,040 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $1,209,503 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $989,463 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $8,387 |
2016 : THE GERALD L RICHARDSON CPA PC 401-K RETIREMENT PLAN 2016 401k financial data |
---|
Total income from all sources | 2016-12-31 | $150,424 |
Total plan assets at end of year | 2016-12-31 | $989,463 |
Total plan assets at beginning of year | 2016-12-31 | $839,039 |
Value of fidelity bond covering the plan | 2016-12-31 | $1,000,000 |
Total contributions received or receivable from participants | 2016-12-31 | $53,000 |
Other income received | 2016-12-31 | $89,426 |
Net income (gross income less expenses) | 2016-12-31 | $150,424 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $989,463 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $839,039 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $7,998 |
2015 : THE GERALD L RICHARDSON CPA PC 401-K RETIREMENT PLAN 2015 401k financial data |
---|
Total income from all sources | 2015-12-31 | $55,455 |
Total plan assets at end of year | 2015-12-31 | $839,039 |
Total plan assets at beginning of year | 2015-12-31 | $783,584 |
Value of fidelity bond covering the plan | 2015-12-31 | $100,000 |
Total contributions received or receivable from participants | 2015-12-31 | $51,000 |
Other income received | 2015-12-31 | $-3,356 |
Net income (gross income less expenses) | 2015-12-31 | $55,455 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $839,039 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $783,584 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $7,811 |
2014 : THE GERALD L RICHARDSON CPA PC 401-K RETIREMENT PLAN 2014 401k financial data |
---|
Total income from all sources | 2014-12-31 | $130,994 |
Total plan assets at end of year | 2014-12-31 | $783,584 |
Total plan assets at beginning of year | 2014-12-31 | $652,590 |
Value of fidelity bond covering the plan | 2014-12-31 | $100,000 |
Total contributions received or receivable from participants | 2014-12-31 | $51,000 |
Other income received | 2014-12-31 | $71,996 |
Net income (gross income less expenses) | 2014-12-31 | $130,994 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $783,584 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $652,590 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $7,998 |
2013 : THE GERALD L RICHARDSON CPA PC 401-K RETIREMENT PLAN 2013 401k financial data |
---|
Total income from all sources | 2013-12-31 | $178,000 |
Total plan assets at end of year | 2013-12-31 | $652,590 |
Total plan assets at beginning of year | 2013-12-31 | $474,590 |
Total contributions received or receivable from participants | 2013-12-31 | $51,000 |
Other income received | 2013-12-31 | $119,558 |
Net income (gross income less expenses) | 2013-12-31 | $178,000 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $652,590 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $474,590 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $7,442 |
2012 : THE GERALD L RICHARDSON CPA PC 401-K RETIREMENT PLAN 2012 401k financial data |
---|
Total income from all sources | 2012-12-31 | $95,082 |
Total plan assets at end of year | 2012-12-31 | $474,590 |
Total plan assets at beginning of year | 2012-12-31 | $379,508 |
Total contributions received or receivable from participants | 2012-12-31 | $50,000 |
Other income received | 2012-12-31 | $37,732 |
Net income (gross income less expenses) | 2012-12-31 | $95,082 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $474,590 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $379,508 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $7,350 |
2011 : THE GERALD L RICHARDSON CPA PC 401-K RETIREMENT PLAN 2011 401k financial data |
---|
Total income from all sources | 2011-12-31 | $59,771 |
Total plan assets at end of year | 2011-12-31 | $379,508 |
Total plan assets at beginning of year | 2011-12-31 | $319,737 |
Total contributions received or receivable from participants | 2011-12-31 | $48,000 |
Other income received | 2011-12-31 | $4,851 |
Net income (gross income less expenses) | 2011-12-31 | $59,771 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $379,508 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $319,737 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $6,920 |
2010 : THE GERALD L RICHARDSON CPA PC 401-K RETIREMENT PLAN 2010 401k financial data |
---|
Total income from all sources | 2010-12-31 | $85,028 |
Total plan assets at end of year | 2010-12-31 | $319,737 |
Total plan assets at beginning of year | 2010-12-31 | $234,709 |
Total contributions received or receivable from participants | 2010-12-31 | $48,000 |
Other income received | 2010-12-31 | $30,166 |
Net income (gross income less expenses) | 2010-12-31 | $85,028 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $319,737 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $234,709 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $6,862 |
2022: THE GERALD L RICHARDSON CPA PC 401-K RETIREMENT PLAN 2022 form 5500 responses |
---|
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: THE GERALD L RICHARDSON CPA PC 401-K RETIREMENT PLAN 2021 form 5500 responses |
---|
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: THE GERALD L RICHARDSON CPA PC 401-K RETIREMENT PLAN 2020 form 5500 responses |
---|
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: THE GERALD L RICHARDSON CPA PC 401-K RETIREMENT PLAN 2019 form 5500 responses |
---|
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: THE GERALD L RICHARDSON CPA PC 401-K RETIREMENT PLAN 2018 form 5500 responses |
---|
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: THE GERALD L RICHARDSON CPA PC 401-K RETIREMENT PLAN 2017 form 5500 responses |
---|
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: THE GERALD L RICHARDSON CPA PC 401-K RETIREMENT PLAN 2016 form 5500 responses |
---|
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: THE GERALD L RICHARDSON CPA PC 401-K RETIREMENT PLAN 2015 form 5500 responses |
---|
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: THE GERALD L RICHARDSON CPA PC 401-K RETIREMENT PLAN 2014 form 5500 responses |
---|
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: THE GERALD L RICHARDSON CPA PC 401-K RETIREMENT PLAN 2013 form 5500 responses |
---|
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: THE GERALD L RICHARDSON CPA PC 401-K RETIREMENT PLAN 2012 form 5500 responses |
---|
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: THE GERALD L RICHARDSON CPA PC 401-K RETIREMENT PLAN 2011 form 5500 responses |
---|
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2009: THE GERALD L RICHARDSON CPA PC 401-K RETIREMENT PLAN 2009 form 5500 responses |
---|
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |