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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
  • 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
  • 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.
  • 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

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

Plan Statistics for DAVID L. STOCKING, CPA, LTD. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for 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 membership
Total participants, beginning-of-year2019-01-013
Total number of active participants reported on line 7a of the Form 55002019-01-013
Total of all active and inactive participants2019-01-013
Total participants2019-01-013
Number of participants with account balances2019-01-013
2018: DAVID L. STOCKING, CPA, LTD. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-013
Total number of active participants reported on line 7a of the Form 55002018-01-013
Total of all active and inactive participants2018-01-013
Total participants2018-01-013
2016: DAVID L. STOCKING, CPA, LTD. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-010
Total number of active participants reported on line 7a of the Form 55002016-01-013
Total of all active and inactive participants2016-01-013
Total participants2016-01-013
2015: DAVID L. STOCKING, CPA, LTD. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-010
Total number of active participants reported on line 7a of the Form 55002015-01-013
Total of all active and inactive participants2015-01-013
Total participants2015-01-013
2014: DAVID L. STOCKING, CPA, LTD. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-012
Total number of active participants reported on line 7a of the Form 55002014-01-013
Total of all active and inactive participants2014-01-013
Total participants2014-01-013
Number of participants with account balances2014-01-013
2013: DAVID L. STOCKING, CPA, LTD. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-012
Total number of active participants reported on line 7a of the Form 55002013-01-012
Total of all active and inactive participants2013-01-012
Total participants2013-01-012
Number of participants with account balances2013-01-012
2011: DAVID L. STOCKING, CPA, LTD. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-013
Total number of active participants reported on line 7a of the Form 55002011-01-012
Total of all active and inactive participants2011-01-012
Total participants2011-01-012
Number of participants with account balances2011-01-012
2009: DAVID L. STOCKING, CPA, LTD. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-013
Total number of active participants reported on line 7a of the Form 55002009-01-012
Total of all active and inactive participants2009-01-012
Total participants2009-01-012
Number of participants with account balances2009-01-012

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

Form 5500 Responses for DAVID L. STOCKING, CPA, LTD. 401(K) PROFIT SHARING PLAN

2019: DAVID L. STOCKING, CPA, LTD. 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: DAVID L. STOCKING, CPA, LTD. 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2016: DAVID L. STOCKING, CPA, LTD. 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: DAVID L. STOCKING, CPA, LTD. 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: DAVID L. STOCKING, CPA, LTD. 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: DAVID L. STOCKING, CPA, LTD. 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2011: DAVID L. STOCKING, CPA, LTD. 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: DAVID L. STOCKING, CPA, LTD. 401(K) 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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