| Plan Name | FLEXIBLE SPENDING PLAN |
| Plan identification number | 501 |
| 401k Plan Type | Welfare Benefit |
| Plan Features/Benefits |
|
| Company Name: | ACCOUNTAX CPAS, PC |
| Employer identification number (EIN): | 900199605 |
| 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 |
|---|---|---|---|---|---|
| 501 | 2011-01-01 | VIRGINIA MILLER CAVANAGH | |||
| 501 | 2009-01-01 | VIRGINIA MILLER CAVANAGH |
| Measure | Date | Value |
|---|---|---|
| 2011: FLEXIBLE SPENDING PLAN 2011 401k membership | ||
| Total participants, beginning-of-year | 2011-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 3 |
| Total of all active and inactive participants | 2011-01-01 | 3 |
| Total participants | 2011-01-01 | 3 |
| 2009: FLEXIBLE SPENDING PLAN 2009 401k membership | ||
| Total participants, beginning-of-year | 2009-01-01 | 5 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 3 |
| Number of retired or separated participants receiving benefits | 2009-01-01 | 2 |
| Total of all active and inactive participants | 2009-01-01 | 5 |
| Total participants | 2009-01-01 | 5 |
| Measure | Date | Value |
|---|---|---|
| 2011 : FLEXIBLE SPENDING PLAN 2011 401k financial data | ||
| Total income from all sources | 2011-12-31 | $6,750 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $6,750 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $6,750 |
| Total contributions received or receivable from participants | 2011-12-31 | $6,750 |
| 2010 : FLEXIBLE SPENDING PLAN 2010 401k financial data | ||
| Total income from all sources | 2010-12-31 | $15,667 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $15,667 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $15,594 |
| Total contributions received or receivable from participants | 2010-12-31 | $8,781 |
| Expenses. Other expenses not covered elsewhere | 2010-12-31 | $73 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $6,886 |
| 2011: FLEXIBLE SPENDING PLAN 2011 form 5500 responses | ||
|---|---|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: FLEXIBLE SPENDING PLAN 2009 form 5500 responses | ||
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Plan funding arrangement – Insurance | Yes |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |