JAMES L SHOOK CPA PC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan JAMES L SHOOK CPA PC 401 K PROFIT SHARING PLAN TRUST
401k plan membership statisitcs for JAMES L SHOOK CPA PC 401 K PROFIT SHARING PLAN TRUST
| Measure | Date | Value |
|---|
| 2025: JAMES L SHOOK CPA PC 401 K PROFIT SHARING PLAN TRUST 2025 401k membership |
|---|
| Total number of particpants at beginning of year | 2025-04-30 | 9 |
| Total number of particpants at end of year | 2025-04-30 | 8 |
| Number of Participants With Account Balances | 2025-04-30 | 8 |
| Total number of particpants at beginning of year | 2025-03-07 | 8 |
| Total number of particpants at end of year | 2025-03-07 | 0 |
| Number of Participants With Account Balances | 2025-03-07 | 0 |
| 2009: JAMES L SHOOK CPA PC 401 K PROFIT SHARING PLAN TRUST 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 6 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 5 |
| Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 0 |
| Total of all active and inactive participants | 2009-01-01 | 5 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
| Total participants | 2009-01-01 | 5 |
| Number of participants with account balances | 2009-01-01 | 7 |
| Measure | Date | Value |
|---|
| 2025 : JAMES L SHOOK CPA PC 401 K PROFIT SHARING PLAN TRUST 2025 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2025-04-30 | 0 |
| Total liabilities as of the end of the plan year | 2025-04-30 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-04-30 | 0 |
| Total expenses incurred by plan in this plan year | 2025-04-30 | 1557626 |
| Net assets as of the end of the plan year | 2025-04-30 | 109619 |
| Total assets as of the beginning of the plan year | 2025-04-30 | 1430798 |
| Value of plan covered by a fidelity bond | 2025-04-30 | 150000 |
| Participant contributions to plan in this plan year | 2025-04-30 | 46828 |
| Other expenses paid from plan in this plan year | 2025-04-30 | 0 |
| Other contributions to plan in this plan year | 2025-04-30 | 0 |
| Other income to plan in this plan year | 2025-04-30 | 126532 |
| Plan net income in this plan year | 2025-04-30 | -1321179 |
| Net assets as of the end of the plan year | 2025-04-30 | 109619 |
| Net assets as of the beginning of the plan year | 2025-04-30 | 1430798 |
| Employer contributions to plan in this plan year | 2025-04-30 | 63087 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-04-30 | 5769 |
| Total transfers to/from plan in this plan year | 2025-03-07 | 0 |
| Total liabilities as of the end of the plan year | 2025-03-07 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-03-07 | 0 |
| Total expenses incurred by plan in this plan year | 2025-03-07 | 115477 |
| Net assets as of the end of the plan year | 2025-03-07 | 0 |
| Total assets as of the beginning of the plan year | 2025-03-07 | 109619 |
| Value of plan covered by a fidelity bond | 2025-03-07 | 150000 |
| Participant contributions to plan in this plan year | 2025-03-07 | 0 |
| Other expenses paid from plan in this plan year | 2025-03-07 | 0 |
| Other contributions to plan in this plan year | 2025-03-07 | 0 |
| Other income to plan in this plan year | 2025-03-07 | 5858 |
| Plan net income in this plan year | 2025-03-07 | -109619 |
| Net assets as of the end of the plan year | 2025-03-07 | 0 |
| Net assets as of the beginning of the plan year | 2025-03-07 | 109619 |
| Employer contributions to plan in this plan year | 2025-03-07 | 0 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-03-07 | 1022 |
| 2010 : JAMES L SHOOK CPA PC 401 K PROFIT SHARING PLAN TRUST 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $78,328 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $3,943 |
| Total plan assets at end of year | 2010-12-31 | $412,902 |
| Total plan assets at beginning of year | 2010-12-31 | $338,517 |
| Value of fidelity bond covering the plan | 2010-12-31 | $40,000 |
| Other income received | 2010-12-31 | $52,328 |
| Net income (gross income less expenses) | 2010-12-31 | $74,385 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $412,902 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $338,517 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $26,000 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $3,943 |
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