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C & D CPAS INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameC & D CPAS INC. 401(K) PROFIT SHARING PLAN
Plan identification number 001

C & D CPAS INC. 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • 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.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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

C & D CPAS INC. has sponsored the creation of one or more 401k plans.

Company Name:C & D CPAS INC.
Employer identification number (EIN):542139636
NAIC Classification:541211
NAIC Description:Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan C & D CPAS INC. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01JAMES DU2024-08-29
0012022-01-01JAMES DU2023-10-04

Financial Data on C & D CPAS INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2025 : C & D CPAS INC. 401(K) PROFIT SHARING PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-09-230
Total liabilities as of the end of the plan year2025-09-230
Total liabilities as of the beginning of the plan year2025-09-230
Total expenses incurred by plan in this plan year2025-09-230
Net assets as of the end of the plan year2025-09-23269686
Total assets as of the beginning of the plan year2025-09-23160014
Participant contributions to plan in this plan year2025-09-2330500
Other expenses paid from plan in this plan year2025-09-230
Other contributions to plan in this plan year2025-09-230
Other income to plan in this plan year2025-09-2319743
Plan net income in this plan year2025-09-23109672
Net assets as of the end of the plan year2025-09-23269686
Net assets as of the beginning of the plan year2025-09-23160014
Employer contributions to plan in this plan year2025-09-2359429
Expensese paid to adminstrative service provicers from plan in this plan year2025-09-230
2024 : C & D CPAS INC. 401(K) PROFIT SHARING PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-08-290
Total liabilities as of the end of the plan year2024-08-290
Total liabilities as of the beginning of the plan year2024-08-290
Total expenses incurred by plan in this plan year2024-08-290
Net assets as of the end of the plan year2024-08-29160014
Total assets as of the beginning of the plan year2024-08-2975407
Participant contributions to plan in this plan year2024-08-2930000
Other expenses paid from plan in this plan year2024-08-290
Other contributions to plan in this plan year2024-08-290
Other income to plan in this plan year2024-08-29339
Plan net income in this plan year2024-08-2984607
Net assets as of the end of the plan year2024-08-29160014
Net assets as of the beginning of the plan year2024-08-2975407
Employer contributions to plan in this plan year2024-08-2954268
Expensese paid to adminstrative service provicers from plan in this plan year2024-08-290

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