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JOHN D JORDAN CPA PA 401(K) PLAN 401k Plan overview

Plan NameJOHN D JORDAN CPA PA 401(K) PLAN
Plan identification number 001

JOHN D JORDAN CPA PA 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
    SELECT distinct(Description) AS Description FROM 401k_benefit_codes LEFT JOIN 401k_benefit_code_description ON BenefitCode=Code COLLATE utf8_unicode_ci WHERE EIN='811637514' AND PlanID='001'

401k Sponsoring company profile

JOHN D JORDAN CPA PA has sponsored the creation of one or more 401k plans.

Company Name:JOHN D JORDAN CPA PA
Employer identification number (EIN):811637514
NAIC Classification:541211
NAIC Description:Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOHN D JORDAN CPA PA 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01QIAN LIU2024-05-02
0012022-01-01CHRISTINE RIMER2023-05-27

Financial Data on JOHN D JORDAN CPA PA 401(K) PLAN

Measure Date Value
2025 : JOHN D JORDAN CPA PA 401(K) PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-04-170
Total liabilities as of the end of the plan year2025-04-170
Total liabilities as of the beginning of the plan year2025-04-170
Total expenses incurred by plan in this plan year2025-04-172364
Net assets as of the end of the plan year2025-04-17189137
Total assets as of the beginning of the plan year2025-04-17153387
Value of plan covered by a fidelity bond2025-04-17917471694
Participant contributions to plan in this plan year2025-04-1713673
Other expenses paid from plan in this plan year2025-04-170
Other contributions to plan in this plan year2025-04-170
Other income to plan in this plan year2025-04-1721921
Plan net income in this plan year2025-04-1735750
Net assets as of the end of the plan year2025-04-17189137
Net assets as of the beginning of the plan year2025-04-17153387
Value of contributions failed to transmitted timely2025-04-170
Employer contributions to plan in this plan year2025-04-172520
Fees paid to broker by Benefit Provider2025-04-170
Expensese paid to adminstrative service provicers from plan in this plan year2025-04-17173
2024 : JOHN D JORDAN CPA PA 401(K) PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-05-020
Total liabilities as of the end of the plan year2024-05-020
Total liabilities as of the beginning of the plan year2024-05-020
Total expenses incurred by plan in this plan year2024-05-024943
Net assets as of the end of the plan year2024-05-02153387
Total assets as of the beginning of the plan year2024-05-02118889
Value of plan covered by a fidelity bond2024-05-02705050000
Participant contributions to plan in this plan year2024-05-0210655
Other expenses paid from plan in this plan year2024-05-020
Other contributions to plan in this plan year2024-05-020
Other income to plan in this plan year2024-05-0223646
Plan net income in this plan year2024-05-0234498
Net assets as of the end of the plan year2024-05-02153387
Net assets as of the beginning of the plan year2024-05-02118889
Value of contributions failed to transmitted timely2024-05-020
Employer contributions to plan in this plan year2024-05-025140
Fees paid to broker by Benefit Provider2024-05-020
Expensese paid to adminstrative service provicers from plan in this plan year2024-05-02327

Potentially related plans

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