?>
Logo

THE GERALD L RICHARDSON CPA PC 401-K RETIREMENT PLAN 401k Plan overview

Plan NameTHE GERALD L RICHARDSON CPA PC 401-K RETIREMENT PLAN
Plan identification number 001

THE GERALD L RICHARDSON CPA PC 401-K RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • 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

GERALD L. RICHARDSON, CPA, PC has sponsored the creation of one or more 401k plans.

Company Name:GERALD L. RICHARDSON, CPA, PC
Employer identification number (EIN):541591563
NAIC Classification:541211
NAIC Description:Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE GERALD L RICHARDSON CPA PC 401-K RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01GERALD L RICHARDSON
0012016-01-01GERALD L RICHARDSON
0012015-01-01GERALD L RICHARDSON
0012014-01-01GERALD L RICHARDSON
0012013-01-01GERALD L RICHARDSON
0012012-01-01GERALD L RICHARDSON
0012011-01-01GERALD L RICHARDSON
0012009-01-01GERALD L RICHARDSON

Plan Statistics for 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-year2022-01-014
Total number of active participants reported on line 7a of the Form 55002022-01-014
Total of all active and inactive participants2022-01-014
Total participants2022-01-014
Number of participants with account balances2022-01-014
2021: THE GERALD L RICHARDSON CPA PC 401-K RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-014
Total number of active participants reported on line 7a of the Form 55002021-01-014
Total of all active and inactive participants2021-01-014
Total participants2021-01-014
Number of participants with account balances2021-01-014
2020: THE GERALD L RICHARDSON CPA PC 401-K RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-013
Total number of active participants reported on line 7a of the Form 55002020-01-014
Total of all active and inactive participants2020-01-014
Total participants2020-01-014
Number of participants with account balances2020-01-014
2019: THE GERALD L RICHARDSON CPA PC 401-K RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-013
Total number of active participants reported on line 7a of the Form 55002019-01-013
Total of all active and inactive participants2019-01-013
Total participants2019-01-013
Number of participants with account balances2019-01-013
2018: THE GERALD L RICHARDSON CPA PC 401-K RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-013
Total number of active participants reported on line 7a of the Form 55002018-01-013
Total of all active and inactive participants2018-01-013
Total participants2018-01-013
Number of participants with account balances2018-01-013
2017: THE GERALD L RICHARDSON CPA PC 401-K RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-013
Total number of active participants reported on line 7a of the Form 55002017-01-013
Total of all active and inactive participants2017-01-013
Total participants2017-01-013
Number of participants with account balances2017-01-013
2016: THE GERALD L RICHARDSON CPA PC 401-K RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-013
Total number of active participants reported on line 7a of the Form 55002016-01-013
Total of all active and inactive participants2016-01-013
Total participants2016-01-013
Number of participants with account balances2016-01-013
2015: THE GERALD L RICHARDSON CPA PC 401-K RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-013
Total number of active participants reported on line 7a of the Form 55002015-01-013
Total of all active and inactive participants2015-01-013
Total participants2015-01-013
Number of participants with account balances2015-01-013
2014: THE GERALD L RICHARDSON CPA PC 401-K RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-013
Total number of active participants reported on line 7a of the Form 55002014-01-013
Total of all active and inactive participants2014-01-013
Total participants2014-01-013
Number of participants with account balances2014-01-013
2013: THE GERALD L RICHARDSON CPA PC 401-K RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-013
Total number of active participants reported on line 7a of the Form 55002013-01-013
Total of all active and inactive participants2013-01-013
Total participants2013-01-013
Number of participants with account balances2013-01-013
2012: THE GERALD L RICHARDSON CPA PC 401-K RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-013
Total number of active participants reported on line 7a of the Form 55002012-01-013
Total of all active and inactive participants2012-01-013
Total participants2012-01-013
Number of participants with account balances2012-01-013
2011: THE GERALD L RICHARDSON CPA PC 401-K RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-013
Total number of active participants reported on line 7a of the Form 55002011-01-013
Total of all active and inactive participants2011-01-013
Total participants2011-01-013
Number of participants with account balances2011-01-013
2009: THE GERALD L RICHARDSON CPA PC 401-K RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-012
Total number of active participants reported on line 7a of the Form 55002009-01-013
Total of all active and inactive participants2009-01-013
Total participants2009-01-013
Number of participants with account balances2009-01-013

Financial Data on 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 financial data
Total income from all sources2022-12-31$-292,642
Total plan assets at end of year2022-12-31$1,824,381
Total plan assets at beginning of year2022-12-31$2,117,023
Value of fidelity bond covering the plan2022-12-31$200,000
Total contributions received or receivable from participants2022-12-31$74,338
Other income received2022-12-31$-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 sources2021-12-31$491,775
Total plan assets at end of year2021-12-31$2,117,023
Total plan assets at beginning of year2021-12-31$1,625,248
Value of fidelity bond covering the plan2021-12-31$200,000
Total contributions received or receivable from participants2021-12-31$69,577
Other income received2021-12-31$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 sources2020-12-31$178,366
Total plan assets at end of year2020-12-31$1,625,248
Total plan assets at beginning of year2020-12-31$1,446,882
Value of fidelity bond covering the plan2020-12-31$200,000
Total contributions received or receivable from participants2020-12-31$63,420
Other income received2020-12-31$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 sources2019-12-31$304,281
Total plan assets at end of year2019-12-31$1,446,882
Total plan assets at beginning of year2019-12-31$1,142,601
Value of fidelity bond covering the plan2019-12-31$200,000
Total contributions received or receivable from participants2019-12-31$57,000
Other income received2019-12-31$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$9,160
2018 : THE GERALD L RICHARDSON CPA PC 401-K RETIREMENT PLAN 2018 401k financial data
Total income from all sources2018-12-31$-66,902
Total plan assets at end of year2018-12-31$1,142,601
Total plan assets at beginning of year2018-12-31$1,209,503
Value of fidelity bond covering the plan2018-12-31$200,000
Total contributions received or receivable from participants2018-12-31$54,000
Other income received2018-12-31$-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 sources2017-12-31$220,040
Total plan assets at end of year2017-12-31$1,209,503
Total plan assets at beginning of year2017-12-31$989,463
Value of fidelity bond covering the plan2017-12-31$200,000
Total contributions received or receivable from participants2017-12-31$53,000
Other income received2017-12-31$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 sources2016-12-31$150,424
Total plan assets at end of year2016-12-31$989,463
Total plan assets at beginning of year2016-12-31$839,039
Value of fidelity bond covering the plan2016-12-31$1,000,000
Total contributions received or receivable from participants2016-12-31$53,000
Other income received2016-12-31$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 sources2015-12-31$55,455
Total plan assets at end of year2015-12-31$839,039
Total plan assets at beginning of year2015-12-31$783,584
Value of fidelity bond covering the plan2015-12-31$100,000
Total contributions received or receivable from participants2015-12-31$51,000
Other income received2015-12-31$-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 sources2014-12-31$130,994
Total plan assets at end of year2014-12-31$783,584
Total plan assets at beginning of year2014-12-31$652,590
Value of fidelity bond covering the plan2014-12-31$100,000
Total contributions received or receivable from participants2014-12-31$51,000
Other income received2014-12-31$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 sources2013-12-31$178,000
Total plan assets at end of year2013-12-31$652,590
Total plan assets at beginning of year2013-12-31$474,590
Total contributions received or receivable from participants2013-12-31$51,000
Other income received2013-12-31$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 sources2012-12-31$95,082
Total plan assets at end of year2012-12-31$474,590
Total plan assets at beginning of year2012-12-31$379,508
Total contributions received or receivable from participants2012-12-31$50,000
Other income received2012-12-31$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 sources2011-12-31$59,771
Total plan assets at end of year2011-12-31$379,508
Total plan assets at beginning of year2011-12-31$319,737
Total contributions received or receivable from participants2011-12-31$48,000
Other income received2011-12-31$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 sources2010-12-31$85,028
Total plan assets at end of year2010-12-31$319,737
Total plan assets at beginning of year2010-12-31$234,709
Total contributions received or receivable from participants2010-12-31$48,000
Other income received2010-12-31$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

Form 5500 Responses for THE GERALD L RICHARDSON CPA PC 401-K RETIREMENT PLAN

2022: THE GERALD L RICHARDSON CPA PC 401-K RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: THE GERALD L RICHARDSON CPA PC 401-K RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: THE GERALD L RICHARDSON CPA PC 401-K RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: THE GERALD L RICHARDSON CPA PC 401-K RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: THE GERALD L RICHARDSON CPA PC 401-K 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: THE GERALD L RICHARDSON CPA PC 401-K 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: THE GERALD L RICHARDSON CPA PC 401-K 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: THE GERALD L RICHARDSON CPA PC 401-K 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: THE GERALD L RICHARDSON CPA PC 401-K 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: THE GERALD L RICHARDSON CPA PC 401-K 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: THE GERALD L RICHARDSON CPA PC 401-K RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: THE GERALD L RICHARDSON CPA PC 401-K RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: THE GERALD L RICHARDSON CPA PC 401-K RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan 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 S3