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RICHARD D. CALDWELL, CPA PROFIT SHARING PLAN 401k Plan overview

Plan NameRICHARD D. CALDWELL, CPA PROFIT SHARING PLAN
Plan identification number 001

RICHARD D. CALDWELL, CPA PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.
  • Plan covering Self-Employed individuals.

401k Sponsoring company profile

RICHARD D. CALDWELL, CPA has sponsored the creation of one or more 401k plans.

Company Name:RICHARD D. CALDWELL, CPA
Employer identification number (EIN):931048349
NAIC Classification:541211
NAIC Description:Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RICHARD D. CALDWELL, CPA PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01RICHARD D. CALDWELL2024-10-10
0012022-01-01RICHARD D. CALDWELL2023-10-13
0012021-01-01RICHARD D. CALDWELL2022-10-15
0012020-01-01RICHARD D. CALDWELL2021-10-15
0012019-01-01RICHARD D. CALDWELL2020-10-14
0012018-01-01RICHARD D. CALDWELL2019-10-15
0012017-01-01RICHARD D. CALDWELL2018-10-12
0012016-01-01RICHARD D. CALDWELL2017-10-12
0012015-01-01RICHARD D. CALDWELL
0012014-01-01RICHARD D. CALDWELL
0012013-01-01RICHARD D. CALDWELL
0012012-01-01RICHARD D. CALDWELL
0012011-01-01RICHARD D CALDWELL
0012010-01-01RICHARD D CALDWELL
0012009-01-01RICHARD D CALDWELL

Financial Data on RICHARD D. CALDWELL, CPA PROFIT SHARING PLAN

Measure Date Value
2025 : RICHARD D. CALDWELL, CPA PROFIT SHARING PLAN 2025 401k financial data
Net assets as of the end of the plan year2025-10-143958703
Total assets as of the beginning of the plan year2025-10-142560879
Value of plan covered by a fidelity bond2025-10-14395870
Participant contributions to plan in this plan year2025-10-148679
Other income to plan in this plan year2025-10-141350306
Plan net income in this plan year2025-10-141397824
Net assets as of the end of the plan year2025-10-143958703
Net assets as of the beginning of the plan year2025-10-142560879
Employer contributions to plan in this plan year2025-10-1438839
2024 : RICHARD D. CALDWELL, CPA PROFIT SHARING PLAN 2024 401k financial data
Net assets as of the end of the plan year2024-10-112560879
Total assets as of the beginning of the plan year2024-10-111864852
Value of plan covered by a fidelity bond2024-10-11256087
Participant contributions to plan in this plan year2024-10-118055
Other income to plan in this plan year2024-10-11655781
Plan net income in this plan year2024-10-11696027
Net assets as of the end of the plan year2024-10-112560879
Net assets as of the beginning of the plan year2024-10-111864852
Employer contributions to plan in this plan year2024-10-1132191
2022 : RICHARD D. CALDWELL, CPA PROFIT SHARING PLAN 2022 401k financial data
Net assets as of the end of the plan year2022-10-163162590
Total assets as of the beginning of the plan year2022-10-163043520
Value of plan covered by a fidelity bond2022-10-16316259
Participant contributions to plan in this plan year2022-10-162293
Other income to plan in this plan year2022-10-1698301
Plan net income in this plan year2022-10-16119070
Net assets as of the end of the plan year2022-10-163162590
Net assets as of the beginning of the plan year2022-10-163043520
Employer contributions to plan in this plan year2022-10-1618476
2015 : RICHARD D. CALDWELL, CPA PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-12-31$150,860
Total plan assets at end of year2015-12-31$852,893
Total plan assets at beginning of year2015-12-31$702,033
Value of fidelity bond covering the plan2015-12-31$86,000
Total contributions received or receivable from participants2015-12-31$3,384
Other income received2015-12-31$128,238
Net income (gross income less expenses)2015-12-31$150,860
Net plan assets at end of year (total assets less liabilities)2015-12-31$852,893
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$702,033
Total contributions received or receivable from employer(s)2015-12-31$19,238
2014 : RICHARD D. CALDWELL, CPA PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-12-31$38,870
Total plan assets at end of year2014-12-31$702,033
Total plan assets at beginning of year2014-12-31$663,163
Value of fidelity bond covering the plan2014-12-31$70,500
Other income received2014-12-31$22,413
Net income (gross income less expenses)2014-12-31$38,870
Net plan assets at end of year (total assets less liabilities)2014-12-31$702,033
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$663,163
Total contributions received or receivable from employer(s)2014-12-31$16,457
2013 : RICHARD D. CALDWELL, CPA PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$217,117
Total plan assets at end of year2013-12-31$663,163
Total plan assets at beginning of year2013-12-31$446,046
Value of fidelity bond covering the plan2013-12-31$67,000
Other income received2013-12-31$198,565
Net income (gross income less expenses)2013-12-31$217,117
Net plan assets at end of year (total assets less liabilities)2013-12-31$663,163
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$446,046
Total contributions received or receivable from employer(s)2013-12-31$18,552
2012 : RICHARD D. CALDWELL, CPA PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$63,044
Total plan assets at end of year2012-12-31$446,046
Total plan assets at beginning of year2012-12-31$383,002
Value of fidelity bond covering the plan2012-12-31$45,000
Other income received2012-12-31$43,386
Net income (gross income less expenses)2012-12-31$63,044
Net plan assets at end of year (total assets less liabilities)2012-12-31$446,046
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$383,002
Total contributions received or receivable from employer(s)2012-12-31$19,658
2011 : RICHARD D. CALDWELL, CPA PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$-48,463
Expenses. Total of all expenses incurred2011-12-31$40
Total plan assets at end of year2011-12-31$383,002
Total plan assets at beginning of year2011-12-31$431,505
Value of fidelity bond covering the plan2011-12-31$38,400
Expenses. Other expenses not covered elsewhere2011-12-31$40
Other income received2011-12-31$-66,463
Net income (gross income less expenses)2011-12-31$-48,503
Net plan assets at end of year (total assets less liabilities)2011-12-31$383,002
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$431,505
Total contributions received or receivable from employer(s)2011-12-31$18,000
2010 : RICHARD D. CALDWELL, CPA PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$111,299
Expenses. Total of all expenses incurred2010-12-31$20
Total plan assets at end of year2010-12-31$431,505
Total plan assets at beginning of year2010-12-31$320,226
Value of fidelity bond covering the plan2010-12-31$43,160
Expenses. Other expenses not covered elsewhere2010-12-31$20
Other income received2010-12-31$94,299
Net income (gross income less expenses)2010-12-31$111,279
Net plan assets at end of year (total assets less liabilities)2010-12-31$431,505
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$320,226
Total contributions received or receivable from employer(s)2010-12-31$17,000

Form 5500 Responses for RICHARD D. CALDWELL, CPA PROFIT SHARING PLAN

2015: RICHARD D. CALDWELL, CPA PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: RICHARD D. CALDWELL, CPA PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: RICHARD D. CALDWELL, CPA PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: RICHARD D. CALDWELL, CPA PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: RICHARD D. CALDWELL, CPA 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
2010: RICHARD D. CALDWELL, CPA PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: RICHARD D. CALDWELL, CPA 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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