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Plan Name | JAMES L SHOOK CPA PC 401 K PROFIT SHARING PLAN TRUST |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
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Company Name: | JAMES L SHOOK CPA PC |
Employer identification number (EIN): | 931143981 |
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 | 2022-01-01 | JAMES SHOOK | 2023-06-06 | ||
001 | 2021-01-01 | JAMES SHOOK | 2022-05-31 | ||
001 | 2020-01-01 | JAMES SHOOK | 2021-07-15 | ||
001 | 2019-01-01 | JAMES L SHOOK | 2020-06-19 | ||
001 | 2018-01-01 | JAMES L SHOOK | 2019-07-03 | ||
001 | 2017-01-01 | JAMES SHOOK | 2018-07-06 | ||
001 | 2016-01-01 | JAMES SHOOK | 2017-06-02 | ||
001 | 2015-01-01 | JAMES L SHOOK | 2016-05-12 | ||
001 | 2014-01-01 | JAMES L SHOOK | 2015-06-05 | ||
001 | 2013-01-01 | MICHAEL S. PAPP | 2014-06-25 | ||
001 | 2012-01-01 | JAMES L SHOOK CPA PC | 2013-07-23 | ||
001 | 2011-01-01 | JAMES L SHOOK CPA PC | 2012-10-03 | ||
001 | 2009-01-01 | JAMES L. SHOOK |
Measure | Date | Value |
---|---|---|
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 |
---|---|---|
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 |
2009: JAMES L SHOOK CPA PC 401 K PROFIT SHARING PLAN TRUST 2009 form 5500 responses | ||
---|---|---|
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |