| Plan Name | STEVEN E. HOWELL, CPA, PC CASH BALANCE PLAN |
| Plan identification number | 002 |
| 401k Plan Type | Defined Benefit Pension |
| Plan Features/Benefits |
|
| Company Name: | STEVEN E. HOWELL, CPA, PC |
| Employer identification number (EIN): | 900149456 |
| 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 |
|---|---|---|---|---|---|
| 002 | 2024-01-01 | STEVEN E. HOWELL, CPA | |||
| 002 | 2024-01-01 | STEVEN E. HOWELL, CPA | |||
| 002 | 2024-01-01 | STEVEN E. HOWELL, CPA | |||
| 002 | 2023-01-01 | ||||
| 002 | 2023-01-01 | STEVEN E. HOWELL, CPA |
| Measure | Date | Value |
|---|---|---|
| 2023: STEVEN E. HOWELL, CPA, PC CASH BALANCE PLAN 2023 401k membership | ||
| Total participants, beginning-of-year | 2023-01-01 | 1 |
| Total number of active participants reported on line 7a of the Form 5500 | 2023-01-01 | 1 |
| Number of retired or separated participants receiving benefits | 2023-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2023-01-01 | 0 |
| Total of all active and inactive participants | 2023-01-01 | 1 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2023-01-01 | 0 |
| Total participants | 2023-01-01 | 1 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2023-01-01 | 0 |
| Measure | Date | Value |
|---|---|---|
| 2023 : STEVEN E. HOWELL, CPA, PC CASH BALANCE PLAN 2023 401k financial data | ||
| Total income from all sources | 2023-12-31 | $306,180 |
| Total plan assets at end of year | 2023-12-31 | $306,180 |
| Total plan assets at beginning of year | 2023-12-31 | $0 |
| Other income received | 2023-12-31 | $6,180 |
| Net income (gross income less expenses) | 2023-12-31 | $306,180 |
| Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $306,180 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2023-12-31 | $300,000 |
| 2023: STEVEN E. HOWELL, CPA, PC CASH BALANCE PLAN 2023 form 5500 responses | ||
|---|---|---|
| 2023-01-01 | Type of plan entity | Single employer plan |
| 2023-01-01 | First time form 5500 has been submitted | Yes |
| 2023-01-01 | Submission has been amended | Yes |
| 2023-01-01 | Plan funding arrangement – Trust | Yes |
| 2023-01-01 | Plan benefit arrangement - Trust | Yes |