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NORTH CAROLINA ASSOCIATION OF CERTIFIED PUBLIC ACCOUNTANTS EMPLOYEES' 401K 401k Plan overview

Plan NameNORTH CAROLINA ASSOCIATION OF CERTIFIED PUBLIC ACCOUNTANTS EMPLOYEES' 401K
Plan identification number 003

NORTH CAROLINA ASSOCIATION OF CERTIFIED PUBLIC ACCOUNTANTS EMPLOYEES' 401K Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • 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.
  • 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

NORTH CAROLINA ASSOCIATION OF CERTIFIED PUBLIC ACCOUNTANTS has sponsored the creation of one or more 401k plans.

Company Name:NORTH CAROLINA ASSOCIATION OF CERTIFIED PUBLIC ACCOUNTANTS
Employer identification number (EIN):560521526
NAIC Classification:541990
NAIC Description:All Other Professional, Scientific, and Technical Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NORTH CAROLINA ASSOCIATION OF CERTIFIED PUBLIC ACCOUNTANTS EMPLOYEES' 401K

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032023-01-01MARK P SOTICHECK II2024-06-06
0032022-01-01SHARON BRYSON2023-06-10
0032021-01-01SHARON BRYSON2022-06-15
0032020-01-01SHARON BRYSON2021-05-22
0032019-01-01SHARON BRYSON2020-05-31
0032018-01-01SHARON BRYSON2019-06-14
0032017-01-01SHARON BRYSON2018-07-05
0032016-01-01SHARON BRYSON2017-07-20
0032015-01-01SHARON BRYSON2016-07-15
0032014-01-01JAMES T AHLER2015-07-10
0032013-01-01JAMES T AHLER2014-10-06
0032011-01-01JAMES T AHLER2013-07-31
0032010-01-01JAMES T. AHLER2013-04-17

Plan Statistics for NORTH CAROLINA ASSOCIATION OF CERTIFIED PUBLIC ACCOUNTANTS EMPLOYEES' 401K

401k plan membership statisitcs for NORTH CAROLINA ASSOCIATION OF CERTIFIED PUBLIC ACCOUNTANTS EMPLOYEES' 401K

Measure Date Value
2025: NORTH CAROLINA ASSOCIATION OF CERTIFIED PUBLIC ACCOUNTANTS EMPLOYEES' 401K 2025 401k membership
Total number of particpants at beginning of year2025-06-1345
Total number of particpants at end of year2025-06-1340
Number of Participants With Account Balances2025-06-1335
2024: NORTH CAROLINA ASSOCIATION OF CERTIFIED PUBLIC ACCOUNTANTS EMPLOYEES' 401K 2024 401k membership
Total number of particpants at beginning of year2024-06-0637
Total number of particpants at end of year2024-06-0642
Number of Participants With Account Balances2024-06-0642
2022: NORTH CAROLINA ASSOCIATION OF CERTIFIED PUBLIC ACCOUNTANTS EMPLOYEES' 401K 2022 401k membership
Total number of particpants at beginning of year2022-06-1537
Total number of particpants at end of year2022-06-1535
Number of Participants With Account Balances2022-06-1535

Financial Data on NORTH CAROLINA ASSOCIATION OF CERTIFIED PUBLIC ACCOUNTANTS EMPLOYEES' 401K

Measure Date Value
2025 : NORTH CAROLINA ASSOCIATION OF CERTIFIED PUBLIC ACCOUNTANTS EMPLOYEES' 401K 2025 401k financial data
Total expenses incurred by plan in this plan year2025-06-13244584
Net assets as of the end of the plan year2025-06-134434492
Total assets as of the beginning of the plan year2025-06-133888921
Value of plan covered by a fidelity bond2025-06-13500000
Participant contributions to plan in this plan year2025-06-13104600
Other income to plan in this plan year2025-06-13568168
Plan net income in this plan year2025-06-13545571
Net assets as of the end of the plan year2025-06-134434492
Net assets as of the beginning of the plan year2025-06-133888921
Employer contributions to plan in this plan year2025-06-13117387
Expensese paid to adminstrative service provicers from plan in this plan year2025-06-1320424
2024 : NORTH CAROLINA ASSOCIATION OF CERTIFIED PUBLIC ACCOUNTANTS EMPLOYEES' 401K 2024 401k financial data
Total expenses incurred by plan in this plan year2024-06-0620738
Net assets as of the end of the plan year2024-06-063888921
Total assets as of the beginning of the plan year2024-06-062997684
Value of plan covered by a fidelity bond2024-06-06500000
Participant contributions to plan in this plan year2024-06-06112886
Other income to plan in this plan year2024-06-06571067
Plan net income in this plan year2024-06-06891237
Net assets as of the end of the plan year2024-06-063888921
Net assets as of the beginning of the plan year2024-06-062997684
Employer contributions to plan in this plan year2024-06-06228022
Expensese paid to adminstrative service provicers from plan in this plan year2024-06-0618940
2022 : NORTH CAROLINA ASSOCIATION OF CERTIFIED PUBLIC ACCOUNTANTS EMPLOYEES' 401K 2022 401k financial data
Total expenses incurred by plan in this plan year2022-06-15641803
Net assets as of the end of the plan year2022-06-156242992
Total assets as of the beginning of the plan year2022-06-155782405
Value of plan covered by a fidelity bond2022-06-15500000
Participant contributions to plan in this plan year2022-06-15121269
Other income to plan in this plan year2022-06-15797644
Plan net income in this plan year2022-06-15460587
Net assets as of the end of the plan year2022-06-156242992
Net assets as of the beginning of the plan year2022-06-155782405
Employer contributions to plan in this plan year2022-06-15183477
Expensese paid to adminstrative service provicers from plan in this plan year2022-06-1533885

Potentially related plans

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