ROBERT L. STACY, CPA, LLC has sponsored the creation of one or more 401k plans.
Additional information about ROBERT L. STACY, CPA, LLC
Submission information for form 5500 for 401k plan ROBERT L. STACY, CPA, LLC 401(K) PLAN
| Measure | Date | Value |
|---|
| 2024 : ROBERT L. STACY, CPA, LLC 401(K) PLAN 2024 401k financial data |
|---|
| Total liabilities as of the beginning of the plan year | 2024-02-27 | 0 |
| Total expenses incurred by plan in this plan year | 2024-02-27 | 331353 |
| Net assets as of the end of the plan year | 2024-02-27 | 0 |
| Total assets as of the beginning of the plan year | 2024-02-27 | 304767 |
| Value of plan covered by a fidelity bond | 2024-02-27 | 120000 |
| Participant contributions to plan in this plan year | 2024-02-27 | 0 |
| Other contributions to plan in this plan year | 2024-02-27 | 0 |
| Other income to plan in this plan year | 2024-02-27 | 26586 |
| Plan net income in this plan year | 2024-02-27 | -304767 |
| Net assets as of the end of the plan year | 2024-02-27 | 0 |
| Net assets as of the beginning of the plan year | 2024-02-27 | 304767 |
| Employer contributions to plan in this plan year | 2024-02-27 | 0 |
| 2018 : ROBERT L. STACY, CPA, LLC 401(K) PLAN 2018 401k financial data |
|---|
| Total plan liabilities at end of year | 2018-12-31 | $20 |
| Total plan liabilities at beginning of year | 2018-12-31 | $0 |
| Total income from all sources | 2018-12-31 | $23,597 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $293 |
| Total plan assets at end of year | 2018-12-31 | $1,046,923 |
| Total plan assets at beginning of year | 2018-12-31 | $1,023,599 |
| Value of fidelity bond covering the plan | 2018-12-31 | $120,000 |
| Total contributions received or receivable from participants | 2018-12-31 | $53,253 |
| Expenses. Other expenses not covered elsewhere | 2018-12-31 | $293 |
| Other income received | 2018-12-31 | $-53,128 |
| Net income (gross income less expenses) | 2018-12-31 | $23,304 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $1,046,903 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $1,023,599 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $23,472 |
| 2017 : ROBERT L. STACY, CPA, LLC 401(K) PLAN 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $215,938 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $1,797 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $1,684 |
| Total plan assets at end of year | 2017-12-31 | $1,037,606 |
| Total plan assets at beginning of year | 2017-12-31 | $823,465 |
| Value of fidelity bond covering the plan | 2017-12-31 | $120,000 |
| Total contributions received or receivable from participants | 2017-12-31 | $38,410 |
| Expenses. Other expenses not covered elsewhere | 2017-12-31 | $113 |
| Contributions received from other sources (not participants or employers) | 2017-12-31 | $1 |
| Other income received | 2017-12-31 | $155,458 |
| Net income (gross income less expenses) | 2017-12-31 | $214,141 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $1,037,606 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $823,465 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $22,069 |
| 2016 : ROBERT L. STACY, CPA, LLC 401(K) PLAN 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $155,642 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $133,015 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $132,296 |
| Total plan assets at end of year | 2016-12-31 | $823,465 |
| Total plan assets at beginning of year | 2016-12-31 | $800,838 |
| Value of fidelity bond covering the plan | 2016-12-31 | $100,000 |
| Total contributions received or receivable from participants | 2016-12-31 | $39,940 |
| Expenses. Other expenses not covered elsewhere | 2016-12-31 | $43 |
| Other income received | 2016-12-31 | $94,638 |
| Net income (gross income less expenses) | 2016-12-31 | $22,627 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $823,465 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $800,838 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $21,064 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $676 |
| 2015 : ROBERT L. STACY, CPA, LLC 401(K) PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $42,426 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $220 |
| Total plan assets at end of year | 2015-12-31 | $800,838 |
| Total plan assets at beginning of year | 2015-12-31 | $758,632 |
| Value of fidelity bond covering the plan | 2015-12-31 | $90,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $37,157 |
| Other income received | 2015-12-31 | $-23,672 |
| Net income (gross income less expenses) | 2015-12-31 | $42,206 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $800,838 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $758,632 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $28,941 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $220 |
| 2014 : ROBERT L. STACY, CPA, LLC 401(K) PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $113,630 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $3,543 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $3,481 |
| Total plan assets at end of year | 2014-12-31 | $758,632 |
| Total plan assets at beginning of year | 2014-12-31 | $648,545 |
| Value of fidelity bond covering the plan | 2014-12-31 | $70,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $32,837 |
| Other income received | 2014-12-31 | $60,387 |
| Net income (gross income less expenses) | 2014-12-31 | $110,087 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $758,632 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $648,545 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $20,406 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $62 |
| 2013 : ROBERT L. STACY, CPA, LLC 401(K) PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $137,324 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $16 |
| Total plan assets at end of year | 2013-12-31 | $648,545 |
| Total plan assets at beginning of year | 2013-12-31 | $511,237 |
| Value of fidelity bond covering the plan | 2013-12-31 | $60,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $32,713 |
| Other income received | 2013-12-31 | $89,577 |
| Net income (gross income less expenses) | 2013-12-31 | $137,308 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $648,545 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $511,237 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $15,034 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $16 |
