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CONE & COMPANY, PC 401K PROFIT SHARING PLAN 401k Plan overview

Plan NameCONE & COMPANY, PC 401K PROFIT SHARING PLAN
Plan identification number 001

CONE & COMPANY, PC 401K PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • 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.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • 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

CONE & COMPANY, PC has sponsored the creation of one or more 401k plans.

Company Name:CONE & COMPANY, PC
Employer identification number (EIN):911953381
NAIC Classification:541211
NAIC Description:Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CONE & COMPANY, PC 401K PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01DALE STEVENS2015-10-14
0012013-01-01DALE STEVENS2014-10-14
0012012-01-01DALE STEVENS
0012011-01-01DALE STEVENS
0012009-01-01DALE STEVENS

Plan Statistics for CONE & COMPANY, PC 401K PROFIT SHARING PLAN

401k plan membership statisitcs for CONE & COMPANY, PC 401K PROFIT SHARING PLAN

Measure Date Value
2015: CONE & COMPANY, PC 401K PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0110
Total number of active participants reported on line 7a of the Form 55002015-01-019
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-012
Total of all active and inactive participants2015-01-0111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0111
Number of participants with account balances2015-01-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2012: CONE & COMPANY, PC 401K PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-017
Total number of active participants reported on line 7a of the Form 55002012-01-017
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-012
Total of all active and inactive participants2012-01-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-019
Number of participants with account balances2012-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-011
2011: CONE & COMPANY, PC 401K PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-019
Total number of active participants reported on line 7a of the Form 55002011-01-016
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-011
Total of all active and inactive participants2011-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-017
Number of participants with account balances2011-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: CONE & COMPANY, PC 401K PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-014
Total number of active participants reported on line 7a of the Form 55002009-01-014
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-014
Number of participants with account balances2009-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on CONE & COMPANY, PC 401K PROFIT SHARING PLAN

Measure Date Value
2015 : CONE & COMPANY, PC 401K PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-12-31$8,630
Expenses. Total of all expenses incurred2015-12-31$50
Total plan assets at end of year2015-12-31$156,095
Total plan assets at beginning of year2015-12-31$147,515
Value of fidelity bond covering the plan2015-12-31$45,000
Total contributions received or receivable from participants2015-12-31$2,046
Other income received2015-12-31$628
Net income (gross income less expenses)2015-12-31$8,580
Net plan assets at end of year (total assets less liabilities)2015-12-31$156,095
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$147,515
Assets. Value of participant loans2015-12-31$32,728
Total contributions received or receivable from employer(s)2015-12-31$5,956
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$50
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2012 : CONE & COMPANY, PC 401K PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$18,940
Expenses. Total of all expenses incurred2012-12-31$18,017
Benefits paid (including direct rollovers)2012-12-31$18,017
Total plan assets at end of year2012-12-31$113,498
Total plan assets at beginning of year2012-12-31$112,575
Value of fidelity bond covering the plan2012-12-31$15,000
Total contributions received or receivable from participants2012-12-31$1,853
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$10,841
Net income (gross income less expenses)2012-12-31$923
Net plan assets at end of year (total assets less liabilities)2012-12-31$113,498
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$112,575
Assets. Value of participant loans2012-12-31$4,913
Total contributions received or receivable from employer(s)2012-12-31$6,246
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : CONE & COMPANY, PC 401K PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$7,575
Expenses. Total of all expenses incurred2011-12-31$0
Benefits paid (including direct rollovers)2011-12-31$0
Total plan assets at end of year2011-12-31$112,575
Total plan assets at beginning of year2011-12-31$105,000
Value of fidelity bond covering the plan2011-12-31$15,000
Total contributions received or receivable from participants2011-12-31$2,002
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$-598
Noncash contributions received2011-12-31$0
Net income (gross income less expenses)2011-12-31$7,575
Net plan assets at end of year (total assets less liabilities)2011-12-31$112,575
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$105,000
Assets. Value of participant loans2011-12-31$10,129
Total contributions received or receivable from employer(s)2011-12-31$6,171
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : CONE & COMPANY, PC 401K PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$14,538
Expenses. Total of all expenses incurred2010-12-31$0
Benefits paid (including direct rollovers)2010-12-31$0
Total plan assets at end of year2010-12-31$105,000
Total plan assets at beginning of year2010-12-31$90,462
Value of fidelity bond covering the plan2010-12-31$15,000
Total contributions received or receivable from participants2010-12-31$1,623
Contributions received from other sources (not participants or employers)2010-12-31$860
Other income received2010-12-31$6,533
Net income (gross income less expenses)2010-12-31$14,538
Net plan assets at end of year (total assets less liabilities)2010-12-31$105,000
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$90,462
Assets. Value of participant loans2010-12-31$14,809
Total contributions received or receivable from employer(s)2010-12-31$5,522
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : CONE & COMPANY, PC 401K PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for CONE & COMPANY, PC 401K PROFIT SHARING PLAN

2015: CONE & COMPANY, PC 401K PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2012: CONE & COMPANY, PC 401K 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 filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: CONE & COMPANY, PC 401K 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: CONE & COMPANY, PC 401K 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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