401k Plan data: MICHAEL J. RIORDAN, CPA, INC. DEFINED BENEFIT PENSION PLAN plan

MICHAEL J. RIORDAN, CPA, INC. DEFINED BENEFIT PENSION PLAN 401k Plan overview

Plan Name	MICHAEL J. RIORDAN, CPA, INC. DEFINED BENEFIT PENSION PLAN
Plan identification number	003

MICHAEL J. RIORDAN, CPA, INC. DEFINED BENEFIT PENSION PLAN Benefits

401k Plan Type	Defined Benefit Pension
Plan Features/Benefits	Benefits are primarily pay related 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

MICHAEL J. RIORDAN, CPA, INC. has sponsored the creation of one or more 401k plans.

Company Name: MICHAEL J. RIORDAN, CPA, INC.

Employer identification number (EIN): 830697342

NAIC Classification: 541211
NAIC Description: Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MICHAEL J. RIORDAN, CPA, INC. DEFINED BENEFIT PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2023-01-01 MICHAEL J. RIORDAN 2024-10-12 MICHAEL J. RIORDAN 2024-10-12
003 2022-01-01
003 2021-01-01
003 2021-01-01
003 2020-01-01

Plan Statistics for MICHAEL J. RIORDAN, CPA, INC. DEFINED BENEFIT PENSION PLAN

401k plan membership statisitcs for MICHAEL J. RIORDAN, CPA, INC. DEFINED BENEFIT PENSION PLAN

Measure Date Value
2025: MICHAEL J. RIORDAN, CPA, INC. DEFINED BENEFIT PENSION PLAN 2025 401k membership
Total number of particpants at beginning of year 2025-10-12 5
Total number of particpants at end of year 2025-10-12 5
2024: MICHAEL J. RIORDAN, CPA, INC. DEFINED BENEFIT PENSION PLAN 2024 401k membership
Total number of particpants at beginning of year 2024-10-12 5
Total number of particpants at end of year 2024-10-12 5
2022: MICHAEL J. RIORDAN, CPA, INC. DEFINED BENEFIT PENSION PLAN 2022 401k membership
Market value of plan assets 2022-12-31 1,955,415
Acturial value of plan assets 2022-12-31 1,955,415
Funding target for retired participants and beneficiaries receiving payment 2022-12-31 0
Number of terminated vested participants 2022-12-31 2
Fundng target for terminated vested participants 2022-12-31 10,914
Active participant vested funding target 2022-12-31 1,437,052
Number of active participants 2022-12-31 2
Total funding liabilities for active participants 2022-12-31 1,437,052
Total participant count 2022-12-31 4
Total funding target for all participants 2022-12-31 1,447,966
Balance at beginning of prior year after applicable adjustments 2022-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2022-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2022-12-31 0
Prefunding balanced used to offset prior years funding requirement 2022-12-31 0
Amount remaining of carryover balance 2022-12-31 0
Amount remaining of prefunding balance 2022-12-31 0
Present value of excess contributions 2022-12-31 307,586
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-12-31 307,586
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2022-12-31 0
Reductions in caryover balances due to elections or deemed elections 2022-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2022-12-31 0
Balance of carryovers at beginning of current year 2022-12-31 0
Balance of prefunding at beginning of current year 2022-12-31 0
Total employer contributions 2022-12-31 275,000
Total employee contributions 2022-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2022-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2022-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2022-12-31 278,588
Unpaid minimum required contributions for all prior years 2022-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2022-12-31 0
Remaining amount of unpaid minimum required contributions 2022-12-31 0
Minimum required contributions for current year target normal cost 2022-12-31 107,193
Net shortfall amortization installment of oustanding balance 2022-12-31 0
Waiver amortization installment 2022-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2022-12-31 0
Carryover balance elected to use to offset funding requirement 2022-12-31 0
Prefunding balance elected to use to offset funding requirement 2022-12-31 0
Additional cash requirement 2022-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2022-12-31 278,588
Unpaid minimum required contributions for current year 2022-12-31 0
Unpaid minimum required contributions for all years 2022-12-31 0
Total number of particpants at beginning of year 2022-10-04 4
Total number of particpants at end of year 2022-10-04 4
2021: MICHAEL J. RIORDAN, CPA, INC. DEFINED BENEFIT PENSION PLAN 2021 401k membership
Market value of plan assets 2021-12-31 1,685,726
Acturial value of plan assets 2021-12-31 1,685,726
Funding target for retired participants and beneficiaries receiving payment 2021-12-31 0
Number of terminated vested participants 2021-12-31 2
Fundng target for terminated vested participants 2021-12-31 9,641
Active participant vested funding target 2021-12-31 1,217,569
Number of active participants 2021-12-31 2
Total funding liabilities for active participants 2021-12-31 1,217,569
Total participant count 2021-12-31 4
Total funding target for all participants 2021-12-31 1,227,210
Balance at beginning of prior year after applicable adjustments 2021-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2021-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2021-12-31 0
Prefunding balanced used to offset prior years funding requirement 2021-12-31 0
Amount remaining of carryover balance 2021-12-31 0
Amount remaining of prefunding balance 2021-12-31 0
Present value of excess contributions 2021-12-31 301,350
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-12-31 301,350
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2021-12-31 0
Reductions in caryover balances due to elections or deemed elections 2021-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2021-12-31 0
Balance of carryovers at beginning of current year 2021-12-31 0
Balance of prefunding at beginning of current year 2021-12-31 0
Total employer contributions 2021-12-31 300,600
Total employee contributions 2021-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2021-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2021-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2021-12-31 307,586
Unpaid minimum required contributions for all prior years 2021-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2021-12-31 0
Remaining amount of unpaid minimum required contributions 2021-12-31 0
Minimum required contributions for current year target normal cost 2021-12-31 123,511
Net shortfall amortization installment of oustanding balance 2021-12-31 0
Waiver amortization installment 2021-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2021-12-31 0
Carryover balance elected to use to offset funding requirement 2021-12-31 0
Prefunding balance elected to use to offset funding requirement 2021-12-31 0
Additional cash requirement 2021-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2021-12-31 307,586
Unpaid minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for all years 2021-12-31 0
2020: MICHAEL J. RIORDAN, CPA, INC. DEFINED BENEFIT PENSION PLAN 2020 401k membership
Market value of plan assets 2020-12-31 1,305,421
Acturial value of plan assets 2020-12-31 1,305,421
Funding target for retired participants and beneficiaries receiving payment 2020-12-31 0
Number of terminated vested participants 2020-12-31 1
Fundng target for terminated vested participants 2020-12-31 79
Active participant vested funding target 2020-12-31 1,007,282
Number of active participants 2020-12-31 3
Total funding liabilities for active participants 2020-12-31 1,007,282
Total participant count 2020-12-31 4
Total funding target for all participants 2020-12-31 1,007,361
Balance at beginning of prior year after applicable adjustments 2020-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2020-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2020-12-31 0
Prefunding balanced used to offset prior years funding requirement 2020-12-31 0
Amount remaining of carryover balance 2020-12-31 0
Amount remaining of prefunding balance 2020-12-31 0
Present value of excess contributions 2020-12-31 290,084
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-12-31 290,084
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2020-12-31 0
Reductions in caryover balances due to elections or deemed elections 2020-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2020-12-31 0
Balance of carryovers at beginning of current year 2020-12-31 0
Balance of prefunding at beginning of current year 2020-12-31 0
Total employer contributions 2020-12-31 300,000
Total employee contributions 2020-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2020-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2020-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2020-12-31 301,350
Unpaid minimum required contributions for all prior years 2020-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2020-12-31 0
Remaining amount of unpaid minimum required contributions 2020-12-31 0
Minimum required contributions for current year target normal cost 2020-12-31 143,843
Net shortfall amortization installment of oustanding balance 2020-12-31 0
Waiver amortization installment 2020-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2020-12-31 0
Carryover balance elected to use to offset funding requirement 2020-12-31 0
Prefunding balance elected to use to offset funding requirement 2020-12-31 0
Additional cash requirement 2020-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2020-12-31 301,350
Unpaid minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for all years 2020-12-31 0

Measure	Date	Value
2025: MICHAEL J. RIORDAN, CPA, INC. DEFINED BENEFIT PENSION PLAN 2025 401k membership
Total number of particpants at beginning of year	2025-10-12	5
Total number of particpants at end of year	2025-10-12	5
2024: MICHAEL J. RIORDAN, CPA, INC. DEFINED BENEFIT PENSION PLAN 2024 401k membership
Total number of particpants at beginning of year	2024-10-12	5
Total number of particpants at end of year	2024-10-12	5
2022: MICHAEL J. RIORDAN, CPA, INC. DEFINED BENEFIT PENSION PLAN 2022 401k membership
Market value of plan assets	2022-12-31	1,955,415
Acturial value of plan assets	2022-12-31	1,955,415
Funding target for retired participants and beneficiaries receiving payment	2022-12-31	0
Number of terminated vested participants	2022-12-31	2
Fundng target for terminated vested participants	2022-12-31	10,914
Active participant vested funding target	2022-12-31	1,437,052
Number of active participants	2022-12-31	2
Total funding liabilities for active participants	2022-12-31	1,437,052
Total participant count	2022-12-31	4
Total funding target for all participants	2022-12-31	1,447,966
Balance at beginning of prior year after applicable adjustments	2022-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2022-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2022-12-31	0
Prefunding balanced used to offset prior years funding requirement	2022-12-31	0
Amount remaining of carryover balance	2022-12-31	0
Amount remaining of prefunding balance	2022-12-31	0
Present value of excess contributions	2022-12-31	307,586
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-12-31	307,586
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2022-12-31	0
Reductions in caryover balances due to elections or deemed elections	2022-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2022-12-31	0
Balance of carryovers at beginning of current year	2022-12-31	0
Balance of prefunding at beginning of current year	2022-12-31	0
Total employer contributions	2022-12-31	275,000
Total employee contributions	2022-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2022-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2022-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2022-12-31	278,588
Unpaid minimum required contributions for all prior years	2022-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2022-12-31	0
Remaining amount of unpaid minimum required contributions	2022-12-31	0
Minimum required contributions for current year target normal cost	2022-12-31	107,193
Net shortfall amortization installment of oustanding balance	2022-12-31	0
Waiver amortization installment	2022-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2022-12-31	0
Carryover balance elected to use to offset funding requirement	2022-12-31	0
Prefunding balance elected to use to offset funding requirement	2022-12-31	0
Additional cash requirement	2022-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2022-12-31	278,588
Unpaid minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for all years	2022-12-31	0
Total number of particpants at beginning of year	2022-10-04	4
Total number of particpants at end of year	2022-10-04	4
2021: MICHAEL J. RIORDAN, CPA, INC. DEFINED BENEFIT PENSION PLAN 2021 401k membership
Market value of plan assets	2021-12-31	1,685,726
Acturial value of plan assets	2021-12-31	1,685,726
Funding target for retired participants and beneficiaries receiving payment	2021-12-31	0
Number of terminated vested participants	2021-12-31	2
Fundng target for terminated vested participants	2021-12-31	9,641
Active participant vested funding target	2021-12-31	1,217,569
Number of active participants	2021-12-31	2
Total funding liabilities for active participants	2021-12-31	1,217,569
Total participant count	2021-12-31	4
Total funding target for all participants	2021-12-31	1,227,210
Balance at beginning of prior year after applicable adjustments	2021-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2021-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2021-12-31	0
Prefunding balanced used to offset prior years funding requirement	2021-12-31	0
Amount remaining of carryover balance	2021-12-31	0
Amount remaining of prefunding balance	2021-12-31	0
Present value of excess contributions	2021-12-31	301,350
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	301,350
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2021-12-31	0
Reductions in caryover balances due to elections or deemed elections	2021-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2021-12-31	0
Balance of carryovers at beginning of current year	2021-12-31	0
Balance of prefunding at beginning of current year	2021-12-31	0
Total employer contributions	2021-12-31	300,600
Total employee contributions	2021-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2021-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2021-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2021-12-31	307,586
Unpaid minimum required contributions for all prior years	2021-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2021-12-31	0
Remaining amount of unpaid minimum required contributions	2021-12-31	0
Minimum required contributions for current year target normal cost	2021-12-31	123,511
Net shortfall amortization installment of oustanding balance	2021-12-31	0
Waiver amortization installment	2021-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2021-12-31	0
Carryover balance elected to use to offset funding requirement	2021-12-31	0
Prefunding balance elected to use to offset funding requirement	2021-12-31	0
Additional cash requirement	2021-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2021-12-31	307,586
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0
2020: MICHAEL J. RIORDAN, CPA, INC. DEFINED BENEFIT PENSION PLAN 2020 401k membership
Market value of plan assets	2020-12-31	1,305,421
Acturial value of plan assets	2020-12-31	1,305,421
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	0
Number of terminated vested participants	2020-12-31	1
Fundng target for terminated vested participants	2020-12-31	79
Active participant vested funding target	2020-12-31	1,007,282
Number of active participants	2020-12-31	3
Total funding liabilities for active participants	2020-12-31	1,007,282
Total participant count	2020-12-31	4
Total funding target for all participants	2020-12-31	1,007,361
Balance at beginning of prior year after applicable adjustments	2020-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2020-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2020-12-31	0
Prefunding balanced used to offset prior years funding requirement	2020-12-31	0
Amount remaining of carryover balance	2020-12-31	0
Amount remaining of prefunding balance	2020-12-31	0
Present value of excess contributions	2020-12-31	290,084
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	290,084
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-12-31	0
Reductions in caryover balances due to elections or deemed elections	2020-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2020-12-31	0
Balance of carryovers at beginning of current year	2020-12-31	0
Balance of prefunding at beginning of current year	2020-12-31	0
Total employer contributions	2020-12-31	300,000
Total employee contributions	2020-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2020-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2020-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2020-12-31	301,350
Unpaid minimum required contributions for all prior years	2020-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2020-12-31	0
Remaining amount of unpaid minimum required contributions	2020-12-31	0
Minimum required contributions for current year target normal cost	2020-12-31	143,843
Net shortfall amortization installment of oustanding balance	2020-12-31	0
Waiver amortization installment	2020-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2020-12-31	0
Carryover balance elected to use to offset funding requirement	2020-12-31	0
Prefunding balance elected to use to offset funding requirement	2020-12-31	0
Additional cash requirement	2020-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	301,350
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0

Financial Data on MICHAEL J. RIORDAN, CPA, INC. DEFINED BENEFIT PENSION PLAN

Measure	Date	Value
2025 : MICHAEL J. RIORDAN, CPA, INC. DEFINED BENEFIT PENSION PLAN 2025 401k financial data
Total liabilities as of the beginning of the plan year	2025-10-12	0
Total expenses incurred by plan in this plan year	2025-10-12	2
Net assets as of the end of the plan year	2025-10-12	3056942
Total assets as of the beginning of the plan year	2025-10-12	2668103
Participant contributions to plan in this plan year	2025-10-12	0
Other expenses paid from plan in this plan year	2025-10-12	0
Other contributions to plan in this plan year	2025-10-12	0
Other income to plan in this plan year	2025-10-12	138841
Plan net income in this plan year	2025-10-12	388839
Net assets as of the end of the plan year	2025-10-12	3056942
Net assets as of the beginning of the plan year	2025-10-12	2668103
Employer contributions to plan in this plan year	2025-10-12	250000
Expensese paid to adminstrative service provicers from plan in this plan year	2025-10-12	2
2024 : MICHAEL J. RIORDAN, CPA, INC. DEFINED BENEFIT PENSION PLAN 2024 401k financial data
Total liabilities as of the end of the plan year	2024-10-12	0
Total liabilities as of the beginning of the plan year	2024-10-12	0
Total expenses incurred by plan in this plan year	2024-10-12	14
Net assets as of the end of the plan year	2024-10-12	2668103
Total assets as of the beginning of the plan year	2024-10-12	2234003
Value of plan covered by a fidelity bond	2024-10-12	250000
Participant contributions to plan in this plan year	2024-10-12	0
Other expenses paid from plan in this plan year	2024-10-12	0
Other contributions to plan in this plan year	2024-10-12	0
Other income to plan in this plan year	2024-10-12	159114
Plan net income in this plan year	2024-10-12	434100
Net assets as of the end of the plan year	2024-10-12	2668103
Net assets as of the beginning of the plan year	2024-10-12	2234003
Employer contributions to plan in this plan year	2024-10-12	275000
Expensese paid to adminstrative service provicers from plan in this plan year	2024-10-12	14
2022 : MICHAEL J. RIORDAN, CPA, INC. DEFINED BENEFIT PENSION PLAN 2022 401k financial data
Total transfers to/from plan in this plan year	2022-10-04	0
Total liabilities as of the end of the plan year	2022-10-04	0
Total liabilities as of the beginning of the plan year	2022-10-04	0
Total expenses incurred by plan in this plan year	2022-10-04	57
Net assets as of the end of the plan year	2022-10-04	1993312
Total assets as of the beginning of the plan year	2022-10-04	1606771
Value of plan covered by a fidelity bond	2022-10-04	150000
Participant contributions to plan in this plan year	2022-10-04	0
Other expenses paid from plan in this plan year	2022-10-04	32
Other contributions to plan in this plan year	2022-10-04	0
Other income to plan in this plan year	2022-10-04	85998
Plan net income in this plan year	2022-10-04	386541
Net assets as of the end of the plan year	2022-10-04	1993312
Net assets as of the beginning of the plan year	2022-10-04	1606771
Employer contributions to plan in this plan year	2022-10-04	300600
Expensese paid to adminstrative service provicers from plan in this plan year	2022-10-04	25

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Company Name:	MICHAEL J. RIORDAN, CPA, INC.
Employer identification number (EIN):	830697342
NAIC Classification:	541211
NAIC Description:	Offices of Certified Public Accountants

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
003	2023-01-01	MICHAEL J. RIORDAN	2024-10-12	MICHAEL J. RIORDAN	2024-10-12
003	2022-01-01
003	2021-01-01
003	2021-01-01
003	2020-01-01