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JOHN E. RUSSI CERTIFIED PUBLIC ACCOUNTANT, P.A. 401(K) PLAN 401k Plan overview

Plan NameJOHN E. RUSSI CERTIFIED PUBLIC ACCOUNTANT, P.A. 401(K) PLAN
Plan identification number 001

JOHN E. RUSSI CERTIFIED PUBLIC ACCOUNTANT, P.A. 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • 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.
Multiple company records found for EIN

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOHN E. RUSSI CERTIFIED PUBLIC ACCOUNTANT, P.A. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01JOHN RUSSI2024-07-09 JOHN RUSSI2024-07-09
0012022-01-01JOHN RUSSI2023-07-19
0012021-01-01
0012021-01-01

Plan Statistics for JOHN E. RUSSI CERTIFIED PUBLIC ACCOUNTANT, P.A. 401(K) PLAN

401k plan membership statisitcs for JOHN E. RUSSI CERTIFIED PUBLIC ACCOUNTANT, P.A. 401(K) PLAN

Measure Date Value
2025: JOHN E. RUSSI CERTIFIED PUBLIC ACCOUNTANT, P.A. 401(K) PLAN 2025 401k membership
Total number of particpants at beginning of year2025-06-257
Total number of particpants at end of year2025-06-256
Number of Participants With Account Balances2025-06-254
2024: JOHN E. RUSSI CERTIFIED PUBLIC ACCOUNTANT, P.A. 401(K) PLAN 2024 401k membership
Total number of particpants at beginning of year2024-07-097
Total number of particpants at end of year2024-07-097
Number of Participants With Account Balances2024-07-094
2022: JOHN E. RUSSI CERTIFIED PUBLIC ACCOUNTANT, P.A. 401(K) PLAN 2022 401k membership
Total number of particpants at beginning of year2022-10-105
Total number of particpants at end of year2022-10-105
Number of Participants With Account Balances2022-10-105

Financial Data on JOHN E. RUSSI CERTIFIED PUBLIC ACCOUNTANT, P.A. 401(K) PLAN

Measure Date Value
2025 : JOHN E. RUSSI CERTIFIED PUBLIC ACCOUNTANT, P.A. 401(K) PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-06-250
Total expenses incurred by plan in this plan year2025-06-2514470
Net assets as of the end of the plan year2025-06-2538068
Total assets as of the beginning of the plan year2025-06-2535809
Value of plan covered by a fidelity bond2025-06-2530000
Participant contributions to plan in this plan year2025-06-257810
Value of participant loans at end of plan year2025-06-250
Other contributions to plan in this plan year2025-06-250
Other income to plan in this plan year2025-06-254400
Plan net income in this plan year2025-06-252259
Net assets as of the end of the plan year2025-06-2538068
Net assets as of the beginning of the plan year2025-06-2535809
Value of contributions failed to transmitted timely2025-06-255445
Employer contributions to plan in this plan year2025-06-254519
Fees paid to broker by Benefit Provider2025-06-2578
Expensese paid to adminstrative service provicers from plan in this plan year2025-06-25850
2024 : JOHN E. RUSSI CERTIFIED PUBLIC ACCOUNTANT, P.A. 401(K) PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-07-090
Total expenses incurred by plan in this plan year2024-07-09108478
Net assets as of the end of the plan year2024-07-0935809
Total assets as of the beginning of the plan year2024-07-09123826
Value of plan covered by a fidelity bond2024-07-0930000
Participant contributions to plan in this plan year2024-07-091174
Value of participant loans at end of plan year2024-07-0913316
Other expenses paid from plan in this plan year2024-07-090
Other contributions to plan in this plan year2024-07-090
Other income to plan in this plan year2024-07-0910545
Plan net income in this plan year2024-07-09-88017
Net assets as of the end of the plan year2024-07-0935809
Net assets as of the beginning of the plan year2024-07-09123826
Value of contributions failed to transmitted timely2024-07-092634
Employer contributions to plan in this plan year2024-07-098742
Fees paid to broker by Benefit Provider2024-07-09400
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-092181
2022 : JOHN E. RUSSI CERTIFIED PUBLIC ACCOUNTANT, P.A. 401(K) PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-10-10185
Net assets as of the end of the plan year2022-10-1093813
Participant contributions to plan in this plan year2022-10-1053312
Other income to plan in this plan year2022-10-102567
Plan net income in this plan year2022-10-1093813
Net assets as of the end of the plan year2022-10-1093813
Employer contributions to plan in this plan year2022-10-1038119
Expensese paid to adminstrative service provicers from plan in this plan year2022-10-10185

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