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MARK D. BOHNET CPA 401(K) PLAN 401k Plan overview

Plan NameMARK D. BOHNET CPA 401(K) PLAN
Plan identification number 001

MARK D. BOHNET CPA 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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

MARK D. BOHNET, CPA, LLC has sponsored the creation of one or more 401k plans.

Company Name:MARK D. BOHNET, CPA, LLC
Employer identification number (EIN):813401494
NAIC Classification:541211
NAIC Description:Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MARK D. BOHNET CPA 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01MARK BOHNET2024-05-30
0012022-01-01MARK BOHNET2023-04-05
0012021-01-01MARK D. BOHNET CPA2022-05-16 MARK D BOHNET CPA2022-05-16
0012020-01-01MARK D. BOHNET CPA2021-08-24 MARK D BOHNET CPA2021-08-24

Plan Statistics for MARK D. BOHNET CPA 401(K) PLAN

401k plan membership statisitcs for MARK D. BOHNET CPA 401(K) PLAN

Measure Date Value
2025: MARK D. BOHNET CPA 401(K) PLAN 2025 401k membership
Total number of particpants at beginning of year2025-03-074
Total number of particpants at end of year2025-03-074
Number of Participants With Account Balances2025-03-074
2024: MARK D. BOHNET CPA 401(K) PLAN 2024 401k membership
Total number of particpants at beginning of year2024-05-303
Total number of particpants at end of year2024-05-303
Number of Participants With Account Balances2024-05-303
2022: MARK D. BOHNET CPA 401(K) PLAN 2022 401k membership
Total number of particpants at beginning of year2022-05-162
Total number of particpants at end of year2022-05-162
Number of Participants With Account Balances2022-05-162

Financial Data on MARK D. BOHNET CPA 401(K) PLAN

Measure Date Value
2025 : MARK D. BOHNET CPA 401(K) PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-03-078719
Net assets as of the end of the plan year2025-03-07607577
Total assets as of the beginning of the plan year2025-03-07243402
Value of plan covered by a fidelity bond2025-03-0730000
Participant contributions to plan in this plan year2025-03-0732701
Other contributions to plan in this plan year2025-03-07159571
Other income to plan in this plan year2025-03-0778837
Plan net income in this plan year2025-03-07364175
Net assets as of the end of the plan year2025-03-07607577
Net assets as of the beginning of the plan year2025-03-07243402
Employer contributions to plan in this plan year2025-03-07101785
Expensese paid to adminstrative service provicers from plan in this plan year2025-03-078719
2024 : MARK D. BOHNET CPA 401(K) PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-05-3025111
Net assets as of the end of the plan year2024-05-30243402
Total assets as of the beginning of the plan year2024-05-30151307
Value of plan covered by a fidelity bond2024-05-3030000
Participant contributions to plan in this plan year2024-05-3030000
Other income to plan in this plan year2024-05-3040121
Plan net income in this plan year2024-05-3092095
Net assets as of the end of the plan year2024-05-30243402
Net assets as of the beginning of the plan year2024-05-30151307
Employer contributions to plan in this plan year2024-05-3047085
Expensese paid to adminstrative service provicers from plan in this plan year2024-05-303449
2022 : MARK D. BOHNET CPA 401(K) PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-05-1640
Net assets as of the end of the plan year2022-05-16145964
Total assets as of the beginning of the plan year2022-05-1661171
Value of plan covered by a fidelity bond2022-05-1630000
Participant contributions to plan in this plan year2022-05-1628120
Other income to plan in this plan year2022-05-1612720
Plan net income in this plan year2022-05-1684793
Net assets as of the end of the plan year2022-05-16145964
Net assets as of the beginning of the plan year2022-05-1661171
Employer contributions to plan in this plan year2022-05-1643993
Expensese paid to adminstrative service provicers from plan in this plan year2022-05-1640

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