401k Plan data: JEFFREY L. OTTO, CPA 401(K) PROFIT SHARING PLAN plan

JEFFREY L. OTTO, CPA 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	JEFFREY L. OTTO, CPA 401(K) PROFIT SHARING PLAN
Plan identification number	002

JEFFREY L. OTTO, CPA 401(K) PROFIT SHARING PLAN Benefits

401k Plan Type

Defined 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
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.
Participant-directed brokerage accounts provided as an investment option under the plan.
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

JEFFREY L. OTTO, CPA has sponsored the creation of one or more 401k plans.

Company Name: JEFFREY L. OTTO, CPA

Employer identification number (EIN): 954063153

NAIC Classification: 541219
NAIC Description: Other Accounting Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JEFFREY L. OTTO, CPA 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01 JEFFREY OTTO 2023-09-25
002 2021-01-01 JEFFREY OTTO 2022-09-08
002 2020-01-01 JEFFREY OTTO 2021-10-07
002 2019-01-01 JEFFREY OTTO 2020-09-24
002 2018-01-01 JEFFREY OTTO 2019-10-10
002 2017-01-01 JEFFREY OTTO
002 2016-01-01 JEFFREY OTTO 2017-10-11
002 2015-01-01 JEFFREY OTTO
002 2014-01-01 JEFFREY OTTO
002 2013-01-01 JEFFREY OTTO
002 2012-01-01 JEFFREY OTTO 2013-10-12

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2022-01-01	JEFFREY OTTO	2023-09-25
002	2021-01-01	JEFFREY OTTO	2022-09-08
002	2020-01-01	JEFFREY OTTO	2021-10-07
002	2019-01-01	JEFFREY OTTO	2020-09-24
002	2018-01-01	JEFFREY OTTO	2019-10-10
002	2017-01-01	JEFFREY OTTO
002	2016-01-01	JEFFREY OTTO	2017-10-11
002	2015-01-01	JEFFREY OTTO
002	2014-01-01	JEFFREY OTTO
002	2013-01-01	JEFFREY OTTO
002	2012-01-01	JEFFREY OTTO	2013-10-12

Plan Statistics for JEFFREY L. OTTO, CPA 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for JEFFREY L. OTTO, CPA 401(K) PROFIT SHARING PLAN

Measure Date Value
2017: JEFFREY L. OTTO, CPA 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 2
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 0
Total of all active and inactive participants 2017-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 2
Number of participants with account balances 2017-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2015: JEFFREY L. OTTO, CPA 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 2
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 2
Number of participants with account balances 2015-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: JEFFREY L. OTTO, CPA 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 2
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 2
Number of participants with account balances 2014-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: JEFFREY L. OTTO, CPA 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 2
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 0
Total of all active and inactive participants 2013-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 2
Number of participants with account balances 2013-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0

Measure	Date	Value
2017: JEFFREY L. OTTO, CPA 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	2
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	0
Total of all active and inactive participants	2017-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	2
Number of participants with account balances	2017-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2015: JEFFREY L. OTTO, CPA 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	2
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	2
Number of participants with account balances	2015-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: JEFFREY L. OTTO, CPA 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	2
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	2
Number of participants with account balances	2014-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: JEFFREY L. OTTO, CPA 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	2
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	0
Total of all active and inactive participants	2013-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	2
Number of participants with account balances	2013-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0

Financial Data on JEFFREY L. OTTO, CPA 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2017 : JEFFREY L. OTTO, CPA 401(K) PROFIT SHARING 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	$468,568
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	$3,641,433
Total plan assets at beginning of year	2017-12-31	$3,172,865
Value of fidelity bond covering the plan	2017-12-31	$350,000
Total contributions received or receivable from participants	2017-12-31	$48,000
Assets. Value of loans (other than to participants)	2017-12-31	$424,534
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	$368,168
Noncash contributions received	2017-12-31	$0
Net income (gross income less expenses)	2017-12-31	$468,568
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$3,641,433
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$3,172,865
Assets. Value of assets in partnership/joint-venture interests	2017-12-31	$685,000
Total contributions received or receivable from employer(s)	2017-12-31	$52,400
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
2015 : JEFFREY L. OTTO, CPA 401(K) PROFIT SHARING PLAN 2015 401k financial data
Transfers to/from the plan	2015-12-31	$0
Total plan liabilities at end of year	2015-12-31	$0
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$-63,596
Expenses. Total of all expenses incurred	2015-12-31	$0
Benefits paid (including direct rollovers)	2015-12-31	$0
Total plan assets at end of year	2015-12-31	$2,383,243
Total plan assets at beginning of year	2015-12-31	$2,446,839
Value of fidelity bond covering the plan	2015-12-31	$350,000
Total contributions received or receivable from participants	2015-12-31	$24,000
Assets. Value of loans (other than to participants)	2015-12-31	$398,418
Expenses. Other expenses not covered elsewhere	2015-12-31	$0
Contributions received from other sources (not participants or employers)	2015-12-31	$0
Other income received	2015-12-31	$-87,596
Noncash contributions received	2015-12-31	$0
Net income (gross income less expenses)	2015-12-31	$-63,596
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$2,383,243
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$2,446,839
Assets. Value of assets in partnership/joint-venture interests	2015-12-31	$78,710
Total contributions received or receivable from employer(s)	2015-12-31	$0
Value of certain deemed distributions of participant loans	2015-12-31	$0
Value of corrective distributions	2015-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$0
2014 : JEFFREY L. OTTO, CPA 401(K) PROFIT SHARING PLAN 2014 401k financial data
Transfers to/from the plan	2014-12-31	$0
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$197,435
Expenses. Total of all expenses incurred	2014-12-31	$135
Benefits paid (including direct rollovers)	2014-12-31	$0
Total plan assets at end of year	2014-12-31	$2,446,839
Total plan assets at beginning of year	2014-12-31	$2,249,539
Value of fidelity bond covering the plan	2014-12-31	$350,000
Total contributions received or receivable from participants	2014-12-31	$46,000
Assets. Value of loans (other than to participants)	2014-12-31	$315,588
Expenses. Other expenses not covered elsewhere	2014-12-31	$135
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$100,615
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$197,300
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$2,446,839
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$2,249,539
Assets. Value of assets in partnership/joint-venture interests	2014-12-31	$78,710
Total contributions received or receivable from employer(s)	2014-12-31	$50,820
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$0
2013 : JEFFREY L. OTTO, CPA 401(K) PROFIT SHARING PLAN 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
Total plan liabilities at end of year	2013-12-31	$0
Total plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$1,445,379
Expenses. Total of all expenses incurred	2013-12-31	$413
Benefits paid (including direct rollovers)	2013-12-31	$0
Total plan assets at end of year	2013-12-31	$2,249,539
Total plan assets at beginning of year	2013-12-31	$804,573
Value of fidelity bond covering the plan	2013-12-31	$350,000
Total contributions received or receivable from participants	2013-12-31	$33,791
Assets. Value of loans (other than to participants)	2013-12-31	$267,120
Expenses. Other expenses not covered elsewhere	2013-12-31	$413
Contributions received from other sources (not participants or employers)	2013-12-31	$1,171,164
Other income received	2013-12-31	$185,676
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$1,444,966
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$2,249,539
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$804,573
Assets. Value of assets in partnership/joint-venture interests	2013-12-31	$78,710
Total contributions received or receivable from employer(s)	2013-12-31	$54,748
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$0

Form 5500 Responses for JEFFREY L. OTTO, CPA 401(K) PROFIT SHARING PLAN

2017: JEFFREY L. OTTO, CPA 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2015: JEFFREY L. OTTO, CPA 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: JEFFREY L. OTTO, CPA 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: JEFFREY L. OTTO, CPA 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes

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

Company Name:	JEFFREY L. OTTO, CPA
Employer identification number (EIN):	954063153
NAIC Classification:	541219
NAIC Description:	Other Accounting Services