JAMES G. WOO, CPA has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan JAMES G. WOO, CPA RETIREMENT PLAN
| Measure | Date | Value |
|---|
| 2022 : JAMES G. WOO, CPA RETIREMENT PLAN 2022 401k financial data |
|---|
| Transfers to/from the plan | 2022-07-25 | $0 |
| Total plan liabilities at end of year | 2022-07-25 | $0 |
| Total plan liabilities at beginning of year | 2022-07-25 | $0 |
| Total income from all sources | 2022-07-25 | $-23,192 |
| Expenses. Total of all expenses incurred | 2022-07-25 | $148,540 |
| Benefits paid (including direct rollovers) | 2022-07-25 | $148,540 |
| Total plan assets at end of year | 2022-07-25 | $0 |
| Total plan assets at beginning of year | 2022-07-25 | $171,732 |
| Value of fidelity bond covering the plan | 2022-07-25 | $20,000 |
| Total contributions received or receivable from participants | 2022-07-25 | $0 |
| Expenses. Other expenses not covered elsewhere | 2022-07-25 | $0 |
| Contributions received from other sources (not participants or employers) | 2022-07-25 | $0 |
| Other income received | 2022-07-25 | $-23,192 |
| Noncash contributions received | 2022-07-25 | $0 |
| Net income (gross income less expenses) | 2022-07-25 | $-171,732 |
| Net plan assets at end of year (total assets less liabilities) | 2022-07-25 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-07-25 | $171,732 |
| Total contributions received or receivable from employer(s) | 2022-07-25 | $0 |
| Value of certain deemed distributions of participant loans | 2022-07-25 | $0 |
| Value of corrective distributions | 2022-07-25 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-07-25 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2022-07-25 | $0 |
| 2021 : JAMES G. WOO, CPA RETIREMENT PLAN 2021 401k financial data |
|---|
| Transfers to/from the plan | 2021-12-31 | $0 |
| Total plan liabilities at end of year | 2021-12-31 | $0 |
| Total plan liabilities at beginning of year | 2021-12-31 | $0 |
| Total income from all sources | 2021-12-31 | $18,918 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $6,762 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $5,933 |
| Total plan assets at end of year | 2021-12-31 | $171,732 |
| Total plan assets at beginning of year | 2021-12-31 | $159,576 |
| Value of fidelity bond covering the plan | 2021-12-31 | $20,000 |
| Total contributions received or receivable from participants | 2021-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2021-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2021-12-31 | $0 |
| Other income received | 2021-12-31 | $18,918 |
| Noncash contributions received | 2021-12-31 | $0 |
| Net income (gross income less expenses) | 2021-12-31 | $12,156 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $171,732 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $159,576 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $0 |
| Value of certain deemed distributions of participant loans | 2021-12-31 | $0 |
| Value of corrective distributions | 2021-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $829 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
| 2020 : JAMES G. WOO, CPA RETIREMENT PLAN 2020 401k financial data |
|---|
| Transfers to/from the plan | 2020-12-31 | $0 |
| Total plan liabilities at end of year | 2020-12-31 | $0 |
| Total plan liabilities at beginning of year | 2020-12-31 | $0 |
| Total income from all sources | 2020-12-31 | $7,919 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $0 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $0 |
| Total plan assets at end of year | 2020-12-31 | $159,576 |
| Total plan assets at beginning of year | 2020-12-31 | $151,657 |
| Value of fidelity bond covering the plan | 2020-12-31 | $20,000 |
| Total contributions received or receivable from participants | 2020-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2020-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2020-12-31 | $0 |
| Other income received | 2020-12-31 | $7,919 |
| Noncash contributions received | 2020-12-31 | $0 |
| Net income (gross income less expenses) | 2020-12-31 | $7,919 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $159,576 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $151,657 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $0 |
| Value of certain deemed distributions of participant loans | 2020-12-31 | $0 |
| Value of corrective distributions | 2020-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $0 |
| 2019 : JAMES G. WOO, CPA RETIREMENT PLAN 2019 401k financial data |
|---|
| Transfers to/from the plan | 2019-12-31 | $0 |
| Total plan liabilities at end of year | 2019-12-31 | $0 |
| Total plan liabilities at beginning of year | 2019-12-31 | $0 |
| Total income from all sources | 2019-12-31 | $51,740 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $3,618 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $3,618 |
| Total plan assets at end of year | 2019-12-31 | $151,657 |
| Total plan assets at beginning of year | 2019-12-31 | $103,535 |
| Value of fidelity bond covering the plan | 2019-12-31 | $20,000 |
| Total contributions received or receivable from participants | 2019-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2019-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2019-12-31 | $0 |
| Other income received | 2019-12-31 | $11,740 |
| Noncash contributions received | 2019-12-31 | $0 |
| Net income (gross income less expenses) | 2019-12-31 | $48,122 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $151,657 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $103,535 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $40,000 |
| Value of certain deemed distributions of participant loans | 2019-12-31 | $0 |
| Value of corrective distributions | 2019-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
| 2018 : JAMES G. WOO, CPA RETIREMENT PLAN 2018 401k financial data |
|---|
| Transfers to/from the plan | 2018-12-31 | $0 |
| Total plan liabilities at end of year | 2018-12-31 | $0 |
| Total plan liabilities at beginning of year | 2018-12-31 | $0 |
| Total income from all sources | 2018-12-31 | $31,555 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $0 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $0 |
| Total plan assets at end of year | 2018-12-31 | $103,535 |
| Total plan assets at beginning of year | 2018-12-31 | $71,980 |
| Value of fidelity bond covering the plan | 2018-12-31 | $15,000 |
| Total contributions received or receivable from participants | 2018-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2018-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2018-12-31 | $0 |
| Other income received | 2018-12-31 | $-5,632 |
| Noncash contributions received | 2018-12-31 | $0 |
| Net income (gross income less expenses) | 2018-12-31 | $31,555 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $103,535 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $71,980 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $37,187 |
| Value of certain deemed distributions of participant loans | 2018-12-31 | $0 |
| Value of corrective distributions | 2018-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $0 |
| 2017 : JAMES G. WOO, CPA RETIREMENT PLAN 2017 401k financial data |
|---|
| Transfers to/from the plan | 2017-12-31 | $0 |
| Total plan liabilities at end of year | 2017-12-31 | $0 |
| Total plan liabilities at beginning of year | 2017-12-31 | $0 |
| Total income from all sources | 2017-12-31 | $33,512 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $0 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $0 |
| Total plan assets at end of year | 2017-12-31 | $71,980 |
| Total plan assets at beginning of year | 2017-12-31 | $38,468 |
| Value of fidelity bond covering the plan | 2017-12-31 | $10,000 |
| Total contributions received or receivable from participants | 2017-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2017-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2017-12-31 | $0 |
| Other income received | 2017-12-31 | $817 |
| Noncash contributions received | 2017-12-31 | $0 |
| Net income (gross income less expenses) | 2017-12-31 | $33,512 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $71,980 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $38,468 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $32,695 |
| Value of certain deemed distributions of participant loans | 2017-12-31 | $0 |
| Value of corrective distributions | 2017-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $0 |
| 2016 : JAMES G. WOO, CPA RETIREMENT PLAN 2016 401k financial data |
|---|
| Transfers to/from the plan | 2016-12-31 | $0 |
| Total plan liabilities at end of year | 2016-12-31 | $0 |
| Total plan liabilities at beginning of year | 2016-12-31 | $0 |
| Total income from all sources | 2016-12-31 | $38,468 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $0 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $0 |
| Total plan assets at end of year | 2016-12-31 | $38,468 |
| Total plan assets at beginning of year | 2016-12-31 | $0 |
| Value of fidelity bond covering the plan | 2016-12-31 | $10,000 |
| Total contributions received or receivable from participants | 2016-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2016-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2016-12-31 | $0 |
| Other income received | 2016-12-31 | $0 |
| Noncash contributions received | 2016-12-31 | $0 |
| Net income (gross income less expenses) | 2016-12-31 | $38,468 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $38,468 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $38,468 |
| Value of certain deemed distributions of participant loans | 2016-12-31 | $0 |
| Value of corrective distributions | 2016-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $0 |
