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ROBERT J. ALLEN, CPA, PC 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameROBERT J. ALLEN, CPA, PC 401(K) PROFIT SHARING PLAN
Plan identification number 001

ROBERT J. ALLEN, CPA, PC 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing

401k Sponsoring company profile

ROBERT J. ALLEN, CPA, P.C. has sponsored the creation of one or more 401k plans.

Company Name:ROBERT J. ALLEN, CPA, P.C.
Employer identification number (EIN):920584466
NAIC Classification:541211
NAIC Description:Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROBERT J. ALLEN, CPA, PC 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012024-01-01ROBERT J. ALLEN
0012023-01-01
0012023-01-01ROBERT J. ALLEN

Financial Data on ROBERT J. ALLEN, CPA, PC 401(K) PROFIT SHARING PLAN

Measure Date Value
2023 : ROBERT J. ALLEN, CPA, PC 401(K) PROFIT SHARING PLAN 2023 401k financial data
Total income from all sources2023-12-31$921,235
Total plan assets at end of year2023-12-31$921,235
Total plan assets at beginning of year2023-12-31$0
Contributions received from other sources (not participants or employers)2023-12-31$873,394
Other income received2023-12-31$47,841
Net income (gross income less expenses)2023-12-31$921,235
Net plan assets at end of year (total assets less liabilities)2023-12-31$921,235
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$0

Form 5500 Responses for ROBERT J. ALLEN, CPA, PC 401(K) PROFIT SHARING PLAN

2023: ROBERT J. ALLEN, CPA, PC 401(K) PROFIT SHARING PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes

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