Logo

CRIS A. LEMON, C.P.A. PROFIT SHARING PLAN 401k Plan overview

Plan NameCRIS A. LEMON, C.P.A. PROFIT SHARING PLAN
Plan identification number 001

CRIS A. LEMON, C.P.A. PROFIT SHARING PLAN 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan covering Self-Employed individuals.
  • 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

CRIS A LEMON, CPA has sponsored the creation of one or more 401k plans.

Company Name:CRIS A LEMON, CPA
Employer identification number (EIN):752557389
NAIC Classification:541211
NAIC Description:Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CRIS A. LEMON, C.P.A. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01CRIS A LEMON2024-05-14
0012022-01-01CRIS A LEMON2023-07-05
0012021-01-01CRIS A LEMON2022-05-05
0012020-01-01CRIS A LEMON2021-05-10
0012019-01-01CRIS A LEMON2020-04-29
0012018-01-01CRIS A LEMON2019-05-22
0012017-01-01CRIS A LEMON2018-06-19
0012016-01-01CRIS A LEMON2017-06-09
0012015-01-01CRIS A LEMON2016-07-13
0012014-01-01CRIS LEMON2015-07-24 CRIS LEMON2015-07-24
0012013-01-01CRIS LEMON2014-07-14 CRIS LEMON2014-07-14
0012012-01-01CRIS LEMON2013-07-24 CRIS LEMON2013-07-24
0012011-01-01CRIS LEMON2012-07-18 CRIS LEMON2012-07-18
0012010-01-01CRIS LEMON2011-06-03 CRIS LEMON2011-06-03

Financial Data on CRIS A. LEMON, C.P.A. PROFIT SHARING PLAN

Measure Date Value
2025 : CRIS A. LEMON, C.P.A. PROFIT SHARING PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-03-310
Total liabilities as of the end of the plan year2025-03-310
Total liabilities as of the beginning of the plan year2025-03-310
Total expenses incurred by plan in this plan year2025-03-319104
Net assets as of the end of the plan year2025-03-31760549
Total assets as of the beginning of the plan year2025-03-31652288
Value of plan covered by a fidelity bond2025-03-310
Participant contributions to plan in this plan year2025-03-3111797
Value of participant loans at end of plan year2025-03-310
Other expenses paid from plan in this plan year2025-03-310
Other contributions to plan in this plan year2025-03-310
Other income to plan in this plan year2025-03-3194898
Plan net income in this plan year2025-03-31108261
Net assets as of the end of the plan year2025-03-31760549
Net assets as of the beginning of the plan year2025-03-31652288
Employer contributions to plan in this plan year2025-03-3110670
Fees paid to broker by Benefit Provider2025-03-310
Expensese paid to adminstrative service provicers from plan in this plan year2025-03-314514
2024 : CRIS A. LEMON, C.P.A. PROFIT SHARING PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-05-140
Total liabilities as of the end of the plan year2024-05-140
Total liabilities as of the beginning of the plan year2024-05-140
Total expenses incurred by plan in this plan year2024-05-1412872
Net assets as of the end of the plan year2024-05-14652288
Total assets as of the beginning of the plan year2024-05-14542914
Participant contributions to plan in this plan year2024-05-1412932
Other expenses paid from plan in this plan year2024-05-140
Other contributions to plan in this plan year2024-05-140
Other income to plan in this plan year2024-05-1497921
Plan net income in this plan year2024-05-14109374
Net assets as of the end of the plan year2024-05-14652288
Net assets as of the beginning of the plan year2024-05-14542914
Employer contributions to plan in this plan year2024-05-1411393
Expensese paid to adminstrative service provicers from plan in this plan year2024-05-143958
2022 : CRIS A. LEMON, C.P.A. PROFIT SHARING PLAN 2022 401k financial data
Total transfers to/from plan in this plan year2022-05-050
Total liabilities as of the end of the plan year2022-05-050
Total liabilities as of the beginning of the plan year2022-05-050
Total expenses incurred by plan in this plan year2022-05-059530
Net assets as of the end of the plan year2022-05-05624148
Total assets as of the beginning of the plan year2022-05-05525550
Participant contributions to plan in this plan year2022-05-0511011
Other expenses paid from plan in this plan year2022-05-050
Other contributions to plan in this plan year2022-05-050
Other income to plan in this plan year2022-05-0587551
Plan net income in this plan year2022-05-0598598
Net assets as of the end of the plan year2022-05-05624148
Net assets as of the beginning of the plan year2022-05-05525550
Employer contributions to plan in this plan year2022-05-059566
Expensese paid to adminstrative service provicers from plan in this plan year2022-05-053896

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 S1