Logo

WALLACE & ASHER CPA'S 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameWALLACE & ASHER CPA'S 401(K) PROFIT SHARING PLAN
Plan identification number 002

WALLACE & ASHER CPA'S 401(K) PROFIT SHARING 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.
  • 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

WALLACE & ASHER, CPA'S has sponsored the creation of one or more 401k plans.

Company Name:WALLACE & ASHER, CPA'S
Employer identification number (EIN):954007266
NAIC Classification:541211
NAIC Description:Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WALLACE & ASHER CPA'S 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022015-01-01DAVID G. ASHER
0022014-01-01DAVID G. ASHER
0022013-01-01DAVID G. ASHER
0022012-01-01DAVID G. ASHER

Financial Data on WALLACE & ASHER CPA'S 401(K) PROFIT SHARING PLAN

Measure Date Value
2015 : WALLACE & ASHER CPA'S 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-12-31$-36,306
Expenses. Total of all expenses incurred2015-12-31$1,230,843
Benefits paid (including direct rollovers)2015-12-31$1,213,042
Total plan assets at end of year2015-12-31$0
Total plan assets at beginning of year2015-12-31$1,267,149
Expenses. Other expenses not covered elsewhere2015-12-31$17,801
Other income received2015-12-31$-36,306
Net income (gross income less expenses)2015-12-31$-1,267,149
Net plan assets at end of year (total assets less liabilities)2015-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$1,267,149
Assets. Value of assets in partnership/joint-venture interests2015-12-31$0
2014 : WALLACE & ASHER CPA'S 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-12-31$55,697
Expenses. Total of all expenses incurred2014-12-31$15,340
Total plan assets at end of year2014-12-31$1,267,149
Total plan assets at beginning of year2014-12-31$1,226,792
Expenses. Other expenses not covered elsewhere2014-12-31$15,340
Other income received2014-12-31$25,697
Net income (gross income less expenses)2014-12-31$40,357
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,267,149
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,226,792
Assets. Value of assets in partnership/joint-venture interests2014-12-31$52,329
Total contributions received or receivable from employer(s)2014-12-31$30,000
2013 : WALLACE & ASHER CPA'S 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$196,645
Expenses. Total of all expenses incurred2013-12-31$15,950
Total plan assets at end of year2013-12-31$1,226,792
Total plan assets at beginning of year2013-12-31$1,046,097
Expenses. Other expenses not covered elsewhere2013-12-31$15,950
Other income received2013-12-31$163,137
Net income (gross income less expenses)2013-12-31$180,695
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,226,792
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,046,097
Assets. Value of assets in partnership/joint-venture interests2013-12-31$53,011
Total contributions received or receivable from employer(s)2013-12-31$33,508
2012 : WALLACE & ASHER CPA'S 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$118,784
Expenses. Total of all expenses incurred2012-12-31$13,101
Total plan assets at end of year2012-12-31$1,046,097
Total plan assets at beginning of year2012-12-31$940,414
Expenses. Other expenses not covered elsewhere2012-12-31$13,101
Other income received2012-12-31$89,574
Net income (gross income less expenses)2012-12-31$105,683
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,046,097
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$940,414
Assets. Value of assets in partnership/joint-venture interests2012-12-31$60,147
Total contributions received or receivable from employer(s)2012-12-31$29,210

Form 5500 Responses for WALLACE & ASHER CPA'S 401(K) PROFIT SHARING PLAN

2015: WALLACE & ASHER CPA'S 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01This submission is the final filingYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: WALLACE & ASHER CPA'S 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: WALLACE & ASHER CPA'S 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: WALLACE & ASHER CPA'S 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1