| Plan Name | MICHAEL J. CLARK, CPA SAFE HARBOR 401(K) PLAN |
| Plan identification number | 003 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| Company Name: | MICHAEL J. CLARK, CPA |
| Employer identification number (EIN): | 942965060 |
| 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 |
|---|---|---|---|---|---|
| 003 | 2021-01-01 | MICHAEL CLARK | 2022-06-29 | ||
| 003 | 2020-01-01 | MICHAEL CLARK | 2021-06-08 | ||
| 003 | 2019-01-01 | DEBORAH DURRENBERGER | 2020-06-30 | ||
| 003 | 2018-01-01 | DEBORAH DURRENBERGER | 2019-06-06 | ||
| 003 | 2017-01-01 | DEBORAH DURRENBERGER | 2018-07-11 | ||
| 003 | 2016-01-01 | MICHAEL CLARK | 2017-07-19 | ||
| 003 | 2013-01-01 | AMY HITEREDDY | 2014-06-02 | ||
| 003 | 2012-01-01 | AMY HITEREDDY | 2014-06-10 | ||
| 003 | 2011-01-01 | AMY HITEREDDY | 2014-06-10 | ||
| 003 | 2010-01-01 | MIKE CLARK | 2011-07-07 | ||
| 003 | 2009-01-01 | MICHAEL CLARK |
| Measure | Date | Value |
|---|---|---|
| 2022: MICHAEL J. CLARK, CPA SAFE HARBOR 401(K) PLAN 2022 401k membership | ||
| Total number of particpants at beginning of year | 2022-06-29 | 3 |
| Total number of particpants at end of year | 2022-06-29 | 3 |
| Number of Participants With Account Balances | 2022-06-29 | 3 |
| 2009: MICHAEL J. CLARK, CPA SAFE HARBOR 401(K) PLAN 2009 401k membership | ||
| Total participants, beginning-of-year | 2009-01-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 4 |
| 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 | 4 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
| Total participants | 2009-01-01 | 4 |
| Number of participants with account balances | 2009-01-01 | 4 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
| Measure | Date | Value |
|---|---|---|
| 2022 : MICHAEL J. CLARK, CPA SAFE HARBOR 401(K) PLAN 2022 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2022-06-29 | 14980 |
| Net assets as of the end of the plan year | 2022-06-29 | 445377 |
| Total assets as of the beginning of the plan year | 2022-06-29 | 393018 |
| Value of plan covered by a fidelity bond | 2022-06-29 | 40000 |
| Participant contributions to plan in this plan year | 2022-06-29 | 13567 |
| Other income to plan in this plan year | 2022-06-29 | 53286 |
| Plan net income in this plan year | 2022-06-29 | 52359 |
| Net assets as of the end of the plan year | 2022-06-29 | 445377 |
| Net assets as of the beginning of the plan year | 2022-06-29 | 393018 |
| Employer contributions to plan in this plan year | 2022-06-29 | 486 |
| 2009: MICHAEL J. CLARK, CPA SAFE HARBOR 401(K) PLAN 2009 form 5500 responses | ||
|---|---|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | No |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan is a collectively bargained plan | No |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |