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DAVID J KUPFERMAN, CPA 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameDAVID J KUPFERMAN, CPA 401(K) PROFIT SHARING PLAN
Plan identification number 001

DAVID J KUPFERMAN, CPA 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Plan covering Self-Employed individuals.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

DAVID J KUPFERMAN, CPA has sponsored the creation of one or more 401k plans.

Company Name:DAVID J KUPFERMAN, CPA
Employer identification number (EIN):943250474
NAIC Classification:541219
NAIC Description:Other Accounting Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DAVID J KUPFERMAN, CPA 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01DAVID KUPFERMAN2024-09-04
0012022-01-01DAVID KUPFERMAN2023-09-29
0012021-01-01DAVID KUPFERMAN2022-10-03
0012020-01-01DAVID KUPFERMAN2021-06-23
0012019-01-01

Financial Data on DAVID J KUPFERMAN, CPA 401(K) PROFIT SHARING PLAN

Measure Date Value
2025 : DAVID J KUPFERMAN, CPA 401(K) PROFIT SHARING PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-09-174297
Net assets as of the end of the plan year2025-09-17475382
Total assets as of the beginning of the plan year2025-09-17399473
Value of plan covered by a fidelity bond2025-09-1750000
Participant contributions to plan in this plan year2025-09-1726400
Other income to plan in this plan year2025-09-1727702
Plan net income in this plan year2025-09-1775909
Net assets as of the end of the plan year2025-09-17475382
Net assets as of the beginning of the plan year2025-09-17399473
Employer contributions to plan in this plan year2025-09-1726104
Expensese paid to adminstrative service provicers from plan in this plan year2025-09-174297
2024 : DAVID J KUPFERMAN, CPA 401(K) PROFIT SHARING PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-09-042087
Net assets as of the end of the plan year2024-09-04399473
Total assets as of the beginning of the plan year2024-09-04269511
Value of plan covered by a fidelity bond2024-09-0450000
Participant contributions to plan in this plan year2024-09-0443450
Other income to plan in this plan year2024-09-0425099
Plan net income in this plan year2024-09-04129962
Net assets as of the end of the plan year2024-09-04399473
Net assets as of the beginning of the plan year2024-09-04269511
Employer contributions to plan in this plan year2024-09-0463500
Expensese paid to adminstrative service provicers from plan in this plan year2024-09-042087

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