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AMERICAN INSTITUTE OF CERTIFIED PUBLIC ACCOUNTANTS RETIREMENT PLAN 401k Plan overview

Plan NameAMERICAN INSTITUTE OF CERTIFIED PUBLIC ACCOUNTANTS RETIREMENT PLAN
Plan identification number 001

AMERICAN INSTITUTE OF CERTIFIED PUBLIC ACCOUNTANTS RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.

401k Sponsoring company profile

ROMBERGER, WILSON & BEESON, INC. has sponsored the creation of one or more 401k plans.

Company Name:ROMBERGER, WILSON & BEESON, INC.
Employer identification number (EIN):953654092
NAIC Classification:541211
NAIC Description:Offices of Certified Public Accountants

Additional information about ROMBERGER, WILSON & BEESON, INC.

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 2013-06-03
Company Identification Number: 0801796875
Legal Registered Office Address: 500 N CENTRAL AVE STE 325
1019 HIDDEN HILLS DR.
GLENDALE
United States of America (USA)
91203

More information about ROMBERGER, WILSON & BEESON, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan AMERICAN INSTITUTE OF CERTIFIED PUBLIC ACCOUNTANTS RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012012-01-01GORDON P HOFFMAN
0012011-01-01GORDON P HOFFMAN
0012010-01-01GORDON P HOFFMAN
0012009-01-01DARYL L WILSON

Plan Statistics for AMERICAN INSTITUTE OF CERTIFIED PUBLIC ACCOUNTANTS RETIREMENT PLAN

401k plan membership statisitcs for AMERICAN INSTITUTE OF CERTIFIED PUBLIC ACCOUNTANTS RETIREMENT PLAN

Measure Date Value
2012: AMERICAN INSTITUTE OF CERTIFIED PUBLIC ACCOUNTANTS RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011
Total of all active and inactive participants2012-01-010
Total participants2012-01-010
2011: AMERICAN INSTITUTE OF CERTIFIED PUBLIC ACCOUNTANTS RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-012
Total number of active participants reported on line 7a of the Form 55002011-01-011
Total of all active and inactive participants2011-01-011
Total participants2011-01-011
2010: AMERICAN INSTITUTE OF CERTIFIED PUBLIC ACCOUNTANTS RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-012
Total number of active participants reported on line 7a of the Form 55002010-01-012
Total of all active and inactive participants2010-01-012
Total participants2010-01-012
2009: AMERICAN INSTITUTE OF CERTIFIED PUBLIC ACCOUNTANTS RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-012
Total number of active participants reported on line 7a of the Form 55002009-01-012
Total of all active and inactive participants2009-01-012
Total participants2009-01-012

Financial Data on AMERICAN INSTITUTE OF CERTIFIED PUBLIC ACCOUNTANTS RETIREMENT PLAN

Measure Date Value
2012 : AMERICAN INSTITUTE OF CERTIFIED PUBLIC ACCOUNTANTS RETIREMENT PLAN 2012 401k financial data
Total income from all sources2012-12-31$1,986
Expenses. Total of all expenses incurred2012-12-31$46,642
Benefits paid (including direct rollovers)2012-12-31$46,642
Total plan assets at end of year2012-12-31$0
Total plan assets at beginning of year2012-12-31$44,656
Other income received2012-12-31$1,986
Net income (gross income less expenses)2012-12-31$-44,656
Net plan assets at end of year (total assets less liabilities)2012-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$44,656
2011 : AMERICAN INSTITUTE OF CERTIFIED PUBLIC ACCOUNTANTS RETIREMENT PLAN 2011 401k financial data
Total income from all sources2011-12-31$19,553
Expenses. Total of all expenses incurred2011-12-31$857,223
Benefits paid (including direct rollovers)2011-12-31$857,223
Total plan assets at end of year2011-12-31$44,656
Total plan assets at beginning of year2011-12-31$882,326
Other income received2011-12-31$19,553
Net income (gross income less expenses)2011-12-31$-837,670
Net plan assets at end of year (total assets less liabilities)2011-12-31$44,656
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$882,326
2010 : AMERICAN INSTITUTE OF CERTIFIED PUBLIC ACCOUNTANTS RETIREMENT PLAN 2010 401k financial data
Total income from all sources2010-12-31$97,969
Expenses. Total of all expenses incurred2010-12-31$9,172
Benefits paid (including direct rollovers)2010-12-31$9,172
Total plan assets at end of year2010-12-31$882,326
Total plan assets at beginning of year2010-12-31$793,529
Other income received2010-12-31$97,969
Net income (gross income less expenses)2010-12-31$88,797
Net plan assets at end of year (total assets less liabilities)2010-12-31$882,326
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$793,529

Form 5500 Responses for AMERICAN INSTITUTE OF CERTIFIED PUBLIC ACCOUNTANTS RETIREMENT PLAN

2012: AMERICAN INSTITUTE OF CERTIFIED PUBLIC ACCOUNTANTS RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01This submission is the final filingYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: AMERICAN INSTITUTE OF CERTIFIED PUBLIC ACCOUNTANTS RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: AMERICAN INSTITUTE OF CERTIFIED PUBLIC ACCOUNTANTS RETIREMENT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: AMERICAN INSTITUTE OF CERTIFIED PUBLIC ACCOUNTANTS RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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