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DAVID L. STOCKING, CPA, LTD. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameDAVID L. STOCKING, CPA, LTD. 401(K) PROFIT SHARING PLAN
Plan identification number 001

DAVID L. STOCKING, CPA, LTD. 401(K) PROFIT SHARING 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='860829197' AND PlanID='001'

401k Sponsoring company profile

DAVID L. STOCKING, CPA, LTD. has sponsored the creation of one or more 401k plans.

Company Name:DAVID L. STOCKING, CPA, LTD.
Employer identification number (EIN):860829197
NAIC Classification:541211
NAIC Description:Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DAVID L. STOCKING, CPA, LTD. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012020-01-01
0012019-01-01
0012019-01-01
0012018-01-01
0012016-01-01DAVID L. STOCKING
0012015-01-01DAVID L. STOCKING
0012014-01-01DAVID L. STOCKING
0012013-01-01DAVID L. STOCKING
0012011-01-01DAVID L STOCKING
0012009-01-01 DAVID STOCKING2010-09-23
0012009-01-01DAVID STOCKING

Financial Data on DAVID L. STOCKING, CPA, LTD. 401(K) PROFIT SHARING PLAN

Measure Date Value
2019 : DAVID L. STOCKING, CPA, LTD. 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources2019-12-31$181,361
Expenses. Total of all expenses incurred2019-12-31$66,047
Benefits paid (including direct rollovers)2019-12-31$62,000
Total plan assets at end of year2019-12-31$1,212,323
Total plan assets at beginning of year2019-12-31$1,097,009
Total contributions received or receivable from participants2019-12-31$31,417
Expenses. Other expenses not covered elsewhere2019-12-31$4,047
Other income received2019-12-31$144,194
Net income (gross income less expenses)2019-12-31$115,314
Net plan assets at end of year (total assets less liabilities)2019-12-31$1,212,323
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$1,097,009
Total contributions received or receivable from employer(s)2019-12-31$5,750
2018 : DAVID L. STOCKING, CPA, LTD. 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources2018-12-31$22,991
Expenses. Total of all expenses incurred2018-12-31$54,406
Benefits paid (including direct rollovers)2018-12-31$50,000
Total plan assets at end of year2018-12-31$1,097,009
Total plan assets at beginning of year2018-12-31$1,128,424
Total contributions received or receivable from participants2018-12-31$31,596
Expenses. Other expenses not covered elsewhere2018-12-31$4,406
Other income received2018-12-31$-16,095
Net income (gross income less expenses)2018-12-31$-31,415
Net plan assets at end of year (total assets less liabilities)2018-12-31$1,097,009
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$1,128,424
Total contributions received or receivable from employer(s)2018-12-31$7,490
2016 : DAVID L. STOCKING, CPA, LTD. 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources2016-12-31$95,299
Expenses. Total of all expenses incurred2016-12-31$47,950
Benefits paid (including direct rollovers)2016-12-31$44,000
Total plan assets at end of year2016-12-31$1,052,506
Total plan assets at beginning of year2016-12-31$1,005,157
Total contributions received or receivable from participants2016-12-31$34,162
Expenses. Other expenses not covered elsewhere2016-12-31$3,950
Other income received2016-12-31$51,899
Net income (gross income less expenses)2016-12-31$47,349
Net plan assets at end of year (total assets less liabilities)2016-12-31$1,052,506
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$1,005,157
Total contributions received or receivable from employer(s)2016-12-31$9,238
2015 : DAVID L. STOCKING, CPA, LTD. 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-12-31$52,232
Expenses. Total of all expenses incurred2015-12-31$42,691
Benefits paid (including direct rollovers)2015-12-31$40,000
Total plan assets at end of year2015-12-31$1,005,157
Total plan assets at beginning of year2015-12-31$995,616
Total contributions received or receivable from participants2015-12-31$33,931
Expenses. Other expenses not covered elsewhere2015-12-31$2,691
Other income received2015-12-31$9,575
Net income (gross income less expenses)2015-12-31$9,541
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,005,157
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$995,616
Total contributions received or receivable from employer(s)2015-12-31$8,726
2014 : DAVID L. STOCKING, CPA, LTD. 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-12-31$88,950
Expenses. Total of all expenses incurred2014-12-31$38,640
Benefits paid (including direct rollovers)2014-12-31$36,000
Total plan assets at end of year2014-12-31$995,616
Total plan assets at beginning of year2014-12-31$945,306
Total contributions received or receivable from participants2014-12-31$32,083
Expenses. Other expenses not covered elsewhere2014-12-31$2,640
Other income received2014-12-31$48,578
Net income (gross income less expenses)2014-12-31$50,310
Net plan assets at end of year (total assets less liabilities)2014-12-31$995,616
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$945,306
Total contributions received or receivable from employer(s)2014-12-31$8,289
2013 : DAVID L. STOCKING, CPA, LTD. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$157,315
Expenses. Total of all expenses incurred2013-12-31$35,629
Benefits paid (including direct rollovers)2013-12-31$35,629
Total plan assets at end of year2013-12-31$945,306
Total plan assets at beginning of year2013-12-31$823,620
Total contributions received or receivable from participants2013-12-31$31,400
Other income received2013-12-31$118,117
Net income (gross income less expenses)2013-12-31$121,686
Net plan assets at end of year (total assets less liabilities)2013-12-31$945,306
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$823,620
Total contributions received or receivable from employer(s)2013-12-31$7,798
2011 : DAVID L. STOCKING, CPA, LTD. 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$28,170
Expenses. Total of all expenses incurred2011-12-31$33,083
Benefits paid (including direct rollovers)2011-12-31$31,945
Total plan assets at end of year2011-12-31$753,958
Total plan assets at beginning of year2011-12-31$758,871
Value of fidelity bond covering the plan2011-12-31$100,000
Total contributions received or receivable from participants2011-12-31$30,400
Expenses. Other expenses not covered elsewhere2011-12-31$1,138
Other income received2011-12-31$-10,035
Net income (gross income less expenses)2011-12-31$-4,913
Net plan assets at end of year (total assets less liabilities)2011-12-31$753,958
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$758,871
Total contributions received or receivable from employer(s)2011-12-31$7,805
2010 : DAVID L. STOCKING, CPA, LTD. 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$92,928
Expenses. Total of all expenses incurred2010-12-31$26,222
Benefits paid (including direct rollovers)2010-12-31$25,000
Total plan assets at end of year2010-12-31$758,871
Total plan assets at beginning of year2010-12-31$692,165
Value of fidelity bond covering the plan2010-12-31$100,000
Total contributions received or receivable from participants2010-12-31$31,567
Expenses. Other expenses not covered elsewhere2010-12-31$1,222
Other income received2010-12-31$53,743
Net income (gross income less expenses)2010-12-31$66,706
Net plan assets at end of year (total assets less liabilities)2010-12-31$758,871
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$692,165
Total contributions received or receivable from employer(s)2010-12-31$7,618

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