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RICHARD E. MATLOCK, CPA 401(K)PROFIT SHARING PLAN 401k Plan overview

Plan NameRICHARD E. MATLOCK, CPA 401(K)PROFIT SHARING PLAN
Plan identification number 003

RICHARD E. MATLOCK, CPA 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

RICHARD E. MATLOCK, CPA has sponsored the creation of one or more 401k plans.

Company Name:RICHARD E. MATLOCK, CPA
Employer identification number (EIN):954387126
NAIC Classification:541211
NAIC Description:Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RICHARD E. MATLOCK, CPA 401(K)PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032016-01-01RICHARD E MATLOCK RICHARD E MATLOCK2017-06-20
0032015-01-01RICHARD E MATLOCK RICHARD E MATLOCK2016-04-29
0032015-01-01
0032014-01-01RICHARD E MATLOCK
0032013-01-01RICHARD E MATLOCK
0032012-01-01RICHARD MATLOCK2013-08-13 RICHARD MATLOCK2013-08-13
0032011-01-01RICHARD E. MATLOCK RICHARD E. MATLOCK2012-10-09
0032010-01-01RICHARD E. MATLOCK2011-10-21 RICHARD E. MATLOCK2011-10-21
0032009-01-01RICHARD E. MATLOCK RICHARD E. MATLOCK2010-10-13

Financial Data on RICHARD E. MATLOCK, CPA 401(K)PROFIT SHARING PLAN

Measure Date Value
2016 : RICHARD E. MATLOCK, CPA 401(K)PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources2016-12-31$7,662
Expenses. Total of all expenses incurred2016-12-31$204,617
Benefits paid (including direct rollovers)2016-12-31$200,741
Total plan assets at end of year2016-12-31$0
Total plan assets at beginning of year2016-12-31$196,955
Expenses. Other expenses not covered elsewhere2016-12-31$300
Other income received2016-12-31$7,662
Net income (gross income less expenses)2016-12-31$-196,955
Net plan assets at end of year (total assets less liabilities)2016-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$196,955
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$3,576
2015 : RICHARD E. MATLOCK, CPA 401(K)PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-12-31$3,501
Expenses. Total of all expenses incurred2015-12-31$249,712
Benefits paid (including direct rollovers)2015-12-31$245,143
Total plan assets at end of year2015-12-31$196,955
Total plan assets at beginning of year2015-12-31$443,166
Other income received2015-12-31$3,501
Net income (gross income less expenses)2015-12-31$-246,211
Net plan assets at end of year (total assets less liabilities)2015-12-31$196,955
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$443,166
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$4,569
2014 : RICHARD E. MATLOCK, CPA 401(K)PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-12-31$30,984
Expenses. Total of all expenses incurred2014-12-31$6,043
Total plan assets at end of year2014-12-31$443,166
Total plan assets at beginning of year2014-12-31$418,225
Total contributions received or receivable from participants2014-12-31$12,000
Other income received2014-12-31$18,984
Net income (gross income less expenses)2014-12-31$24,941
Net plan assets at end of year (total assets less liabilities)2014-12-31$443,166
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$418,225
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$6,043
2013 : RICHARD E. MATLOCK, CPA 401(K)PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$44,226
Expenses. Total of all expenses incurred2013-12-31$17,500
Benefits paid (including direct rollovers)2013-12-31$12,000
Total plan assets at end of year2013-12-31$418,225
Total plan assets at beginning of year2013-12-31$391,499
Total contributions received or receivable from participants2013-12-31$18,000
Other income received2013-12-31$26,226
Net income (gross income less expenses)2013-12-31$26,726
Net plan assets at end of year (total assets less liabilities)2013-12-31$418,225
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$391,499
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$5,500
2011 : RICHARD E. MATLOCK, CPA 401(K)PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$38,493
Expenses. Total of all expenses incurred2011-12-31$12,000
Benefits paid (including direct rollovers)2011-12-31$12,000
Total plan assets at end of year2011-12-31$331,747
Total plan assets at beginning of year2011-12-31$305,254
Total contributions received or receivable from participants2011-12-31$35,000
Contributions received from other sources (not participants or employers)2011-12-31$4,121
Other income received2011-12-31$-628
Net income (gross income less expenses)2011-12-31$26,493
Net plan assets at end of year (total assets less liabilities)2011-12-31$331,747
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$305,254
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0

Form 5500 Responses for RICHARD E. MATLOCK, CPA 401(K)PROFIT SHARING PLAN

2016: RICHARD E. MATLOCK, CPA 401(K)PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01This submission is the final filingYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: RICHARD E. MATLOCK, CPA 401(K)PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: RICHARD E. MATLOCK, CPA 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: RICHARD E. MATLOCK, CPA 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
2011: RICHARD E. MATLOCK, CPA 401(K)PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: RICHARD E. MATLOCK, CPA 401(K)PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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