?>
Logo

MICHAEL P. EVANSON CPA, INC. RETIREMENT PLAN 401k Plan overview

Plan NameMICHAEL P. EVANSON CPA, INC. RETIREMENT PLAN
Plan identification number 001

MICHAEL P. EVANSON CPA, INC. RETIREMENT 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.

401k Sponsoring company profile

EVANSON AND ASSOCIATES, P.C. has sponsored the creation of one or more 401k plans.

Company Name:EVANSON AND ASSOCIATES, P.C.
Employer identification number (EIN):731349755
NAIC Classification:541211
NAIC Description:Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MICHAEL P. EVANSON CPA, INC. RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012016-01-01MICHAEL P. EVANSON2017-10-13
0012015-01-01MICHAEL P. EVANSON2016-08-31
0012014-01-01MICHAEL P. EVANSON
0012013-01-01MICHAEL P. EVANSON
0012012-01-01MICHAEL P. EVANSON
0012011-01-01MICHAEL P EVANSON
0012009-01-01MICHAEL P EVANSON

Plan Statistics for MICHAEL P. EVANSON CPA, INC. RETIREMENT PLAN

401k plan membership statisitcs for MICHAEL P. EVANSON CPA, INC. RETIREMENT PLAN

Measure Date Value
2014: MICHAEL P. EVANSON CPA, INC. RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-012
Total number of active participants reported on line 7a of the Form 55002014-01-013
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: MICHAEL P. EVANSON CPA, INC. RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-012
Total number of active participants reported on line 7a of the Form 55002013-01-012
Total of all active and inactive participants2013-01-012
Total participants2013-01-012
2012: MICHAEL P. EVANSON CPA, INC. RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011
Total number of active participants reported on line 7a of the Form 55002012-01-012
Total of all active and inactive participants2012-01-012
Total participants2012-01-012
2011: MICHAEL P. EVANSON CPA, INC. RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-012
Total number of active participants reported on line 7a of the Form 55002011-01-011
Total of all active and inactive participants2011-01-011
Total participants2011-01-011
Number of participants with account balances2011-01-011
2009: MICHAEL P. EVANSON CPA, INC. RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-012
Total number of active participants reported on line 7a of the Form 55002009-01-012
Total of all active and inactive participants2009-01-012
Total participants2009-01-012
Number of participants with account balances2009-01-012

Financial Data on MICHAEL P. EVANSON CPA, INC. RETIREMENT PLAN

Measure Date Value
2014 : MICHAEL P. EVANSON CPA, INC. RETIREMENT PLAN 2014 401k financial data
Total income from all sources2014-12-31$53,481
Total plan assets at end of year2014-12-31$430,604
Total plan assets at beginning of year2014-12-31$377,123
Value of fidelity bond covering the plan2014-12-31$50,000
Total contributions received or receivable from participants2014-12-31$12,853
Other income received2014-12-31$36,395
Net income (gross income less expenses)2014-12-31$53,481
Net plan assets at end of year (total assets less liabilities)2014-12-31$430,604
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$377,123
Assets. Value of participant loans2014-12-31$17,976
Total contributions received or receivable from employer(s)2014-12-31$4,233
2013 : MICHAEL P. EVANSON CPA, INC. RETIREMENT PLAN 2013 401k financial data
Total income from all sources2013-12-31$75,489
Total plan assets at end of year2013-12-31$377,123
Total plan assets at beginning of year2013-12-31$301,634
Value of fidelity bond covering the plan2013-12-31$50,000
Total contributions received or receivable from participants2013-12-31$11,540
Other income received2013-12-31$60,773
Net income (gross income less expenses)2013-12-31$75,489
Net plan assets at end of year (total assets less liabilities)2013-12-31$377,123
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$301,634
Assets. Value of participant loans2013-12-31$27,897
Total contributions received or receivable from employer(s)2013-12-31$3,176
2012 : MICHAEL P. EVANSON CPA, INC. RETIREMENT PLAN 2012 401k financial data
Total income from all sources2012-12-31$48,820
Total plan assets at end of year2012-12-31$301,634
Total plan assets at beginning of year2012-12-31$252,814
Value of fidelity bond covering the plan2012-12-31$50,000
Total contributions received or receivable from participants2012-12-31$10,744
Other income received2012-12-31$33,406
Net income (gross income less expenses)2012-12-31$48,820
Net plan assets at end of year (total assets less liabilities)2012-12-31$301,634
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$252,814
Assets. Value of participant loans2012-12-31$27,570
Total contributions received or receivable from employer(s)2012-12-31$4,670
2011 : MICHAEL P. EVANSON CPA, INC. RETIREMENT PLAN 2011 401k financial data
Total income from all sources2011-12-31$18,953
Expenses. Total of all expenses incurred2011-12-31$80,855
Benefits paid (including direct rollovers)2011-12-31$80,855
Total plan assets at end of year2011-12-31$252,814
Total plan assets at beginning of year2011-12-31$314,716
Value of fidelity bond covering the plan2011-12-31$50,000
Total contributions received or receivable from participants2011-12-31$11,104
Other income received2011-12-31$4,823
Net income (gross income less expenses)2011-12-31$-61,902
Net plan assets at end of year (total assets less liabilities)2011-12-31$252,814
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$314,716
Total contributions received or receivable from employer(s)2011-12-31$3,026
2010 : MICHAEL P. EVANSON CPA, INC. RETIREMENT PLAN 2010 401k financial data
Total income from all sources2010-12-31$53,728
Total plan assets at end of year2010-12-31$314,716
Total plan assets at beginning of year2010-12-31$260,988
Value of fidelity bond covering the plan2010-12-31$50,000
Total contributions received or receivable from participants2010-12-31$16,170
Other income received2010-12-31$34,354
Net income (gross income less expenses)2010-12-31$53,728
Net plan assets at end of year (total assets less liabilities)2010-12-31$314,716
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$260,988
Total contributions received or receivable from employer(s)2010-12-31$3,204

Form 5500 Responses for MICHAEL P. EVANSON CPA, INC. RETIREMENT PLAN

2014: MICHAEL P. EVANSON CPA, INC. 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: MICHAEL P. EVANSON CPA, INC. 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: MICHAEL P. EVANSON CPA, INC. 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: MICHAEL P. EVANSON CPA, INC. 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: MICHAEL P. EVANSON CPA, INC. RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
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