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CAMPBELL & COMPANY CPAS PA 401K 401k Plan overview

Plan NameCAMPBELL & COMPANY CPAS PA 401K
Plan identification number 001

CAMPBELL & COMPANY CPAS PA 401K Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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

CAMPBELL & COMPANY CPAS PA has sponsored the creation of one or more 401k plans.

Company Name:CAMPBELL & COMPANY CPAS PA
Employer identification number (EIN):593227066
NAIC Classification:541211
NAIC Description:Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CAMPBELL & COMPANY CPAS PA 401K

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01CINDY DOUGLASS2024-05-29
0012022-01-01CINDY DOUGLASS2023-06-01
0012021-01-01CINDY DOUGLASS2022-06-08

Plan Statistics for CAMPBELL & COMPANY CPAS PA 401K

401k plan membership statisitcs for CAMPBELL & COMPANY CPAS PA 401K

Measure Date Value
2025: CAMPBELL & COMPANY CPAS PA 401K 2025 401k membership
Total number of particpants at beginning of year2025-06-0430
Total number of particpants at end of year2025-06-0429
Number of Participants With Account Balances2025-06-0427
2024: CAMPBELL & COMPANY CPAS PA 401K 2024 401k membership
Total number of particpants at beginning of year2024-05-2931
Total number of particpants at end of year2024-05-2928
Number of Participants With Account Balances2024-05-2926

Financial Data on CAMPBELL & COMPANY CPAS PA 401K

Measure Date Value
2025 : CAMPBELL & COMPANY CPAS PA 401K 2025 401k financial data
Total expenses incurred by plan in this plan year2025-06-0471997
Net assets as of the end of the plan year2025-06-04878505
Total assets as of the beginning of the plan year2025-06-04592263
Value of plan covered by a fidelity bond2025-06-0460000
Participant contributions to plan in this plan year2025-06-04165443
Value of participant loans at end of plan year2025-06-0446883
Other contributions to plan in this plan year2025-06-0457890
Other income to plan in this plan year2025-06-0479781
Plan net income in this plan year2025-06-04286242
Net assets as of the end of the plan year2025-06-04878505
Net assets as of the beginning of the plan year2025-06-04592263
Employer contributions to plan in this plan year2025-06-0455125
Expensese paid to adminstrative service provicers from plan in this plan year2025-06-043447
2024 : CAMPBELL & COMPANY CPAS PA 401K 2024 401k financial data
Total expenses incurred by plan in this plan year2024-05-29104485
Net assets as of the end of the plan year2024-05-29592263
Total assets as of the beginning of the plan year2024-05-29363731
Value of plan covered by a fidelity bond2024-05-2937000
Participant contributions to plan in this plan year2024-05-29164625
Value of participant loans at end of plan year2024-05-298363
Other contributions to plan in this plan year2024-05-2938483
Other income to plan in this plan year2024-05-2976288
Plan net income in this plan year2024-05-29228532
Net assets as of the end of the plan year2024-05-29592263
Net assets as of the beginning of the plan year2024-05-29363731
Employer contributions to plan in this plan year2024-05-2953621
Expensese paid to adminstrative service provicers from plan in this plan year2024-05-292606

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