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J AND J CPAS, PC 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameJ AND J CPAS, PC 401(K) PROFIT SHARING PLAN
Plan identification number 001

J AND J CPAS, PC 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.

401k Sponsoring company profile

J AND J CPAS, PC has sponsored the creation of one or more 401k plans.

Company Name:J AND J CPAS, PC
Employer identification number (EIN):930641854
NAIC Classification:541211
NAIC Description:Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan J AND J CPAS, PC 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01JOAN EDGELL2023-05-16 JOAN EDGELL2023-05-16
0012021-01-01JOAN EDGELL2022-04-18 JOAN EDGELL2022-04-18
0012020-01-01JOAN EDGELL2021-07-06 JOAN EDGELL2021-07-06
0012018-01-01JOAN EDGELL2019-07-08 JOAN EDGELL2019-07-08
0012017-01-01JOAN EDGELL2018-06-11 JOAN EDGELL2018-06-11
0012016-01-01JOAN EDGELL2017-07-12 JOAN EDGELL2017-07-12
0012015-01-01JOAN EDGELL2016-05-09 JOAN EDGELL2016-05-09
0012014-01-01JOAN EDGELL2015-05-26 JOAN EDGELL2015-05-26
0012013-01-01JOAN EDGELL2014-07-24 JOAN EDGELL2014-07-24
0012012-01-01J D KUHN2013-04-25 J D KUHN2013-04-25
0012011-01-01J D KUHN J D KUHN2012-06-25
0012009-01-01J D KUHN J D KUHN2010-05-29

Plan Statistics for J AND J CPAS, PC 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for J AND J CPAS, PC 401(K) PROFIT SHARING PLAN

Measure Date Value
2011: J AND J CPAS, PC 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0111
Total number of active participants reported on line 7a of the Form 55002011-01-017
Number of other retired or separated participants entitled to future benefits2011-01-013
Total of all active and inactive participants2011-01-0110
Total participants2011-01-0110
Number of participants with account balances2011-01-0110
2009: J AND J CPAS, PC 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0110
Total number of active participants reported on line 7a of the Form 55002009-01-019
Number of other retired or separated participants entitled to future benefits2009-01-012
Total of all active and inactive participants2009-01-0111
Total participants2009-01-0111
Number of participants with account balances2009-01-0111

Financial Data on J AND J CPAS, PC 401(K) PROFIT SHARING PLAN

Measure Date Value
2011 : J AND J CPAS, PC 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$-31,430
Expenses. Total of all expenses incurred2011-12-31$79,962
Benefits paid (including direct rollovers)2011-12-31$64,719
Total plan assets at end of year2011-12-31$2,635,580
Total plan assets at beginning of year2011-12-31$2,746,972
Total contributions received or receivable from participants2011-12-31$63,245
Other income received2011-12-31$-129,992
Net income (gross income less expenses)2011-12-31$-111,392
Net plan assets at end of year (total assets less liabilities)2011-12-31$2,635,580
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$2,746,972
Total contributions received or receivable from employer(s)2011-12-31$35,317
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$15,243
2010 : J AND J CPAS, PC 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$447,301
Expenses. Total of all expenses incurred2010-12-31$39,399
Benefits paid (including direct rollovers)2010-12-31$27,857
Total plan assets at end of year2010-12-31$2,746,972
Total plan assets at beginning of year2010-12-31$2,339,070
Total contributions received or receivable from participants2010-12-31$68,489
Other income received2010-12-31$340,435
Net income (gross income less expenses)2010-12-31$407,902
Net plan assets at end of year (total assets less liabilities)2010-12-31$2,746,972
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$2,339,070
Total contributions received or receivable from employer(s)2010-12-31$38,377
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$11,542

Form 5500 Responses for J AND J CPAS, PC 401(K) PROFIT SHARING PLAN

2011: J AND J CPAS, PC 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: J AND J CPAS, PC 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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