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DAVID MELTON, C.P.A. PROFIT SHARING PLAN 401k Plan overview

Plan NameDAVID MELTON, C.P.A. PROFIT SHARING PLAN
Plan identification number 002

DAVID MELTON, C.P.A. PROFIT SHARING 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.

401k Sponsoring company profile

DAVID MELTON, C.P.A. has sponsored the creation of one or more 401k plans.

Company Name:DAVID MELTON, C.P.A.
Employer identification number (EIN):840828945
NAIC Classification:541211
NAIC Description:Offices of Certified Public Accountants

Form 5500 Filing Information

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

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022012-01-01DAVID MELTON
0022011-01-01DAVID MELTON
0022009-01-01DAVID MELTON

Financial Data on DAVID MELTON, C.P.A. PROFIT SHARING PLAN

Measure Date Value
2012 : DAVID MELTON, C.P.A. PROFIT SHARING PLAN 2012 401k financial data
Transfers to/from the plan2012-03-31$1,360,748
Total plan liabilities at end of year2012-03-31$0
Total income from all sources2012-03-31$1,415
Total plan assets at end of year2012-03-31$0
Total plan assets at beginning of year2012-03-31$1,359,333
Other income received2012-03-31$1,415
Net income (gross income less expenses)2012-03-31$1,415
Net plan assets at end of year (total assets less liabilities)2012-03-31$0
Net plan assets at beginning of year (total assets less liabilities)2012-03-31$1,359,333
2011 : DAVID MELTON, C.P.A. PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$13,501
Expenses. Total of all expenses incurred2011-12-31$678
Total plan assets at end of year2011-12-31$1,359,333
Total plan assets at beginning of year2011-12-31$1,346,510
Other income received2011-12-31$13,501
Net income (gross income less expenses)2011-12-31$12,823
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,359,333
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,346,510
Assets. Value of assets in partnership/joint-venture interests2011-12-31$790,000
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$678
2010 : DAVID MELTON, C.P.A. PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$95,180
Expenses. Total of all expenses incurred2010-12-31$286,753
Benefits paid (including direct rollovers)2010-12-31$286,093
Total plan assets at end of year2010-12-31$1,346,510
Total plan assets at beginning of year2010-12-31$1,538,084
Other income received2010-12-31$95,180
Net income (gross income less expenses)2010-12-31$-191,573
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,346,510
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,538,084
Assets. Value of assets in partnership/joint-venture interests2010-12-31$794,840
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$660

Form 5500 Responses for DAVID MELTON, C.P.A. PROFIT SHARING PLAN

2012: DAVID MELTON, C.P.A. PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingYes
2012-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: DAVID MELTON, C.P.A. PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: DAVID MELTON, C.P.A. PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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