| Plan Name | ROBERT J. ALLEN, CPA, PC 401(K) PROFIT SHARING PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| Company Name: | ROBERT J. ALLEN, CPA, P.C. |
| Employer identification number (EIN): | 920584466 |
| 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 |
|---|---|---|---|---|---|
| 001 | 2024-01-01 | ROBERT J. ALLEN | |||
| 001 | 2023-01-01 | ||||
| 001 | 2023-01-01 | ROBERT J. ALLEN |
| Measure | Date | Value |
|---|---|---|
| 2023 : ROBERT J. ALLEN, CPA, PC 401(K) PROFIT SHARING PLAN 2023 401k financial data | ||
| Total income from all sources | 2023-12-31 | $921,235 |
| Total plan assets at end of year | 2023-12-31 | $921,235 |
| Total plan assets at beginning of year | 2023-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2023-12-31 | $873,394 |
| Other income received | 2023-12-31 | $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 |
| 2023: ROBERT J. ALLEN, CPA, PC 401(K) PROFIT SHARING PLAN 2023 form 5500 responses | ||
|---|---|---|
| 2023-01-01 | Type of plan entity | Single employer plan |
| 2023-01-01 | Plan funding arrangement – Trust | Yes |
| 2023-01-01 | Plan benefit arrangement - Trust | Yes |