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DICLAUDIO & KRAMER, LLC PROFIT SHARING PLAN 401k Plan overview

Plan NameDICLAUDIO & KRAMER, LLC PROFIT SHARING PLAN
Plan identification number 001

DICLAUDIO & KRAMER, LLC PROFIT SHARING PLAN Benefits

401k Plan Type
Plan Features/Benefits

    401k Sponsoring company profile

    DICLAUDIO & KRAMER, LLC has sponsored the creation of one or more 401k plans.

    Company Name:DICLAUDIO & KRAMER, LLC
    Employer identification number (EIN):270889793
    NAIC Classification:541211
    NAIC Description:Offices of Certified Public Accountants

    Form 5500 Filing Information

    Submission information for form 5500 for 401k plan DICLAUDIO & KRAMER, LLC PROFIT SHARING PLAN

    Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
    0012020-01-01
    0012019-01-01
    0012018-01-01FRANK DICLAUDIO
    0012017-01-01FRANK DICLAUDIO
    0012016-01-01FRANK DICLAUDIO
    0012015-01-01FRANK DICLAUDIO
    0012014-01-01FRANK DICLAUDIO
    0012013-01-01FRANK DICLAUDIO
    0012012-01-01FRANK DICLAUDIO
    0012011-01-01FRANK DICLAUDIO
    0012010-01-01FRANK DICLAUDIO

    Plan Statistics for DICLAUDIO & KRAMER, LLC PROFIT SHARING PLAN

    401k plan membership statisitcs for DICLAUDIO & KRAMER, LLC PROFIT SHARING PLAN

    Measure Date Value
    2020
    Total participants, beginning-of-year2020-01-018
    Total number of active participants reported on line 7a of the Form 55002020-01-019
    Number of retired or separated participants receiving benefits2020-01-010
    Number of other retired or separated participants entitled to future benefits2020-01-010
    Total of all active and inactive participants2020-01-019
    Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
    Total participants2020-01-019
    Number of participants with account balances2020-01-019
    2019
    Total participants, beginning-of-year2019-01-018
    Total number of active participants reported on line 7a of the Form 55002019-01-018
    Number of retired or separated participants receiving benefits2019-01-010
    Number of other retired or separated participants entitled to future benefits2019-01-010
    Total of all active and inactive participants2019-01-018
    Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
    Total participants2019-01-018
    Number of participants with account balances2019-01-018
    2018
    Total participants, beginning-of-year2018-01-018
    Total number of active participants reported on line 7a of the Form 55002018-01-017
    Number of retired or separated participants receiving benefits2018-01-010
    Number of other retired or separated participants entitled to future benefits2018-01-011
    Total of all active and inactive participants2018-01-018
    Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
    Total participants2018-01-018
    Number of participants with account balances2018-01-018
    2017
    Total participants, beginning-of-year2017-01-018
    Total number of active participants reported on line 7a of the Form 55002017-01-017
    Number of retired or separated participants receiving benefits2017-01-010
    Number of other retired or separated participants entitled to future benefits2017-01-011
    Total of all active and inactive participants2017-01-018
    Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
    Total participants2017-01-018
    Number of participants with account balances2017-01-018
    2016
    Total participants, beginning-of-year2016-01-018
    Total number of active participants reported on line 7a of the Form 55002016-01-017
    Number of retired or separated participants receiving benefits2016-01-010
    Number of other retired or separated participants entitled to future benefits2016-01-011
    Total of all active and inactive participants2016-01-018
    Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
    Total participants2016-01-018
    Number of participants with account balances2016-01-018
    2015
    Total participants, beginning-of-year2015-01-017
    Total number of active participants reported on line 7a of the Form 55002015-01-017
    Number of retired or separated participants receiving benefits2015-01-011
    Number of other retired or separated participants entitled to future benefits2015-01-010
    Total of all active and inactive participants2015-01-018
    Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
    Total participants2015-01-018
    Number of participants with account balances2015-01-018
    2014
    Total participants, beginning-of-year2014-01-015
    Total number of active participants reported on line 7a of the Form 55002014-01-017
    Number of retired or separated participants receiving benefits2014-01-010
    Number of other retired or separated participants entitled to future benefits2014-01-010
    Total of all active and inactive participants2014-01-017
    Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
    Total participants2014-01-017
    Number of participants with account balances2014-01-017
    2013
    Total participants, beginning-of-year2013-01-015
    Total number of active participants reported on line 7a of the Form 55002013-01-015
    Number of retired or separated participants receiving benefits2013-01-010
    Number of other retired or separated participants entitled to future benefits2013-01-010
    Total of all active and inactive participants2013-01-015
    Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
    Total participants2013-01-015
    Number of participants with account balances2013-01-015
    2012
    Total participants, beginning-of-year2012-01-015
    Total number of active participants reported on line 7a of the Form 55002012-01-015
    Number of retired or separated participants receiving benefits2012-01-010
    Number of other retired or separated participants entitled to future benefits2012-01-010
    Total of all active and inactive participants2012-01-015
    Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
    Total participants2012-01-015
    Number of participants with account balances2012-01-015
    2011
    Total participants, beginning-of-year2011-01-016
    Total number of active participants reported on line 7a of the Form 55002011-01-015
    Number of retired or separated participants receiving benefits2011-01-010
    Number of other retired or separated participants entitled to future benefits2011-01-010
    Total of all active and inactive participants2011-01-015
    Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
    Total participants2011-01-015
    Number of participants with account balances2011-01-015
    2010
    Total participants, beginning-of-year2010-01-010
    Total number of active participants reported on line 7a of the Form 55002010-01-015
    Number of retired or separated participants receiving benefits2010-01-010
    Number of other retired or separated participants entitled to future benefits2010-01-011
    Total of all active and inactive participants2010-01-016
    Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
    Total participants2010-01-016
    Number of participants with account balances2010-01-016

    Financial Data on DICLAUDIO & KRAMER, LLC PROFIT SHARING PLAN

    Measure Date Value
    2020
    Total income from all sources2020-12-31$289,781
    Expenses. Total of all expenses incurred2020-12-31$0
    Total plan assets at end of year2020-12-31$2,936,385
    Total plan assets at beginning of year2020-12-31$2,646,604
    Value of fidelity bond covering the plan2020-12-31$294,000
    Other income received2020-12-31$198,523
    Net income (gross income less expenses)2020-12-31$289,781
    Net plan assets at end of year (total assets less liabilities)2020-12-31$2,936,385
    Net plan assets at beginning of year (total assets less liabilities)2020-12-31$2,646,604
    Total contributions received or receivable from employer(s)2020-12-31$91,258
    Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
    2019
    Total income from all sources2019-12-31$571,226
    Expenses. Total of all expenses incurred2019-12-31$19,638
    Benefits paid (including direct rollovers)2019-12-31$19,638
    Total plan assets at end of year2019-12-31$2,646,604
    Total plan assets at beginning of year2019-12-31$2,095,016
    Value of fidelity bond covering the plan2019-12-31$265,000
    Other income received2019-12-31$488,294
    Net income (gross income less expenses)2019-12-31$551,588
    Net plan assets at end of year (total assets less liabilities)2019-12-31$2,646,604
    Net plan assets at beginning of year (total assets less liabilities)2019-12-31$2,095,016
    Total contributions received or receivable from employer(s)2019-12-31$82,932
    Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
    2018
    Total income from all sources2018-12-31$-135,076
    Expenses. Total of all expenses incurred2018-12-31$7,394
    Benefits paid (including direct rollovers)2018-12-31$7,394
    Total plan assets at end of year2018-12-31$2,095,016
    Total plan assets at beginning of year2018-12-31$2,237,486
    Value of fidelity bond covering the plan2018-12-31$224,000
    Other income received2018-12-31$-218,942
    Net income (gross income less expenses)2018-12-31$-142,470
    Net plan assets at end of year (total assets less liabilities)2018-12-31$2,095,016
    Net plan assets at beginning of year (total assets less liabilities)2018-12-31$2,237,486
    Total contributions received or receivable from employer(s)2018-12-31$83,866
    Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
    2017
    Total income from all sources2017-12-31$317,493
    Expenses. Total of all expenses incurred2017-12-31$0
    Total plan assets at end of year2017-12-31$2,237,486
    Total plan assets at beginning of year2017-12-31$1,919,993
    Value of fidelity bond covering the plan2017-12-31$224,000
    Other income received2017-12-31$209,718
    Net income (gross income less expenses)2017-12-31$317,493
    Net plan assets at end of year (total assets less liabilities)2017-12-31$2,237,486
    Net plan assets at beginning of year (total assets less liabilities)2017-12-31$1,919,993
    Total contributions received or receivable from employer(s)2017-12-31$107,775
    Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
    2016
    Total income from all sources2016-12-31$613,131
    Expenses. Total of all expenses incurred2016-12-31$0
    Total plan assets at end of year2016-12-31$1,919,993
    Total plan assets at beginning of year2016-12-31$1,306,862
    Value of fidelity bond covering the plan2016-12-31$192,000
    Other income received2016-12-31$507,846
    Net income (gross income less expenses)2016-12-31$613,131
    Net plan assets at end of year (total assets less liabilities)2016-12-31$1,919,993
    Net plan assets at beginning of year (total assets less liabilities)2016-12-31$1,306,862
    Total contributions received or receivable from employer(s)2016-12-31$105,285
    Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
    2015
    Total income from all sources2015-12-31$51,405
    Expenses. Total of all expenses incurred2015-12-31$0
    Total plan assets at end of year2015-12-31$1,306,862
    Total plan assets at beginning of year2015-12-31$1,255,457
    Value of fidelity bond covering the plan2015-12-31$130,686
    Other income received2015-12-31$-48,039
    Net income (gross income less expenses)2015-12-31$51,405
    Net plan assets at end of year (total assets less liabilities)2015-12-31$1,306,862
    Net plan assets at beginning of year (total assets less liabilities)2015-12-31$1,255,457
    Total contributions received or receivable from employer(s)2015-12-31$99,444
    Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
    2014
    Total income from all sources2014-12-31$361,272
    Expenses. Total of all expenses incurred2014-12-31$0
    Total plan assets at end of year2014-12-31$1,255,457
    Total plan assets at beginning of year2014-12-31$894,185
    Value of fidelity bond covering the plan2014-12-31$125,546
    Other income received2014-12-31$269,603
    Net income (gross income less expenses)2014-12-31$361,272
    Net plan assets at end of year (total assets less liabilities)2014-12-31$1,255,457
    Net plan assets at beginning of year (total assets less liabilities)2014-12-31$894,185
    Total contributions received or receivable from employer(s)2014-12-31$91,669
    Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
    2013
    Total income from all sources2013-12-31$71,846
    Expenses. Total of all expenses incurred2013-12-31$0
    Total plan assets at end of year2013-12-31$894,185
    Total plan assets at beginning of year2013-12-31$822,339
    Value of fidelity bond covering the plan2013-12-31$89,419
    Other income received2013-12-31$-6,059
    Net income (gross income less expenses)2013-12-31$71,846
    Net plan assets at end of year (total assets less liabilities)2013-12-31$894,185
    Net plan assets at beginning of year (total assets less liabilities)2013-12-31$822,339
    Total contributions received or receivable from employer(s)2013-12-31$77,905
    Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
    2012
    Total income from all sources2012-12-31$185,424
    Expenses. Total of all expenses incurred2012-12-31$0
    Total plan assets at end of year2012-12-31$822,339
    Total plan assets at beginning of year2012-12-31$636,915
    Value of fidelity bond covering the plan2012-12-31$82,234
    Other income received2012-12-31$108,689
    Net income (gross income less expenses)2012-12-31$185,424
    Net plan assets at end of year (total assets less liabilities)2012-12-31$822,339
    Net plan assets at beginning of year (total assets less liabilities)2012-12-31$636,915
    Total contributions received or receivable from employer(s)2012-12-31$76,735
    Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
    2011
    Total income from all sources2011-12-31$82,373
    Expenses. Total of all expenses incurred2011-12-31$78,157
    Benefits paid (including direct rollovers)2011-12-31$78,157
    Total plan assets at end of year2011-12-31$636,915
    Total plan assets at beginning of year2011-12-31$632,699
    Value of fidelity bond covering the plan2011-12-31$63,692
    Other income received2011-12-31$6,139
    Net income (gross income less expenses)2011-12-31$4,216
    Net plan assets at end of year (total assets less liabilities)2011-12-31$636,915
    Net plan assets at beginning of year (total assets less liabilities)2011-12-31$632,699
    Total contributions received or receivable from employer(s)2011-12-31$76,234
    Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
    2010
    Total income from all sources2010-12-31$632,699
    Expenses. Total of all expenses incurred2010-12-31$0
    Total plan assets at end of year2010-12-31$632,699
    Total plan assets at beginning of year2010-12-31$0
    Value of fidelity bond covering the plan2010-12-31$63,270
    Contributions received from other sources (not participants or employers)2010-12-31$561,924
    Other income received2010-12-31$-974
    Net income (gross income less expenses)2010-12-31$632,699
    Net plan assets at end of year (total assets less liabilities)2010-12-31$632,699
    Net plan assets at beginning of year (total assets less liabilities)2010-12-31$0
    Total contributions received or receivable from employer(s)2010-12-31$71,749

    Form 5500 Responses

    2020
    2020-01-01Type of plan entitySingle employer plan
    2020-01-01Submission has been amendedNo
    2020-01-01This submission is the final filingNo
    2020-01-01This return/report is a short plan year return/report (less than 12 months)No
    2020-01-01Plan is a collectively bargained planNo
    2020-01-01Plan funding arrangement – TrustYes
    2020-01-01Plan benefit arrangement - TrustYes
    2019
    2019-01-01Type of plan entitySingle employer plan
    2019-01-01Submission has been amendedNo
    2019-01-01This submission is the final filingNo
    2019-01-01This return/report is a short plan year return/report (less than 12 months)No
    2019-01-01Plan is a collectively bargained planNo
    2019-01-01Plan funding arrangement – TrustYes
    2019-01-01Plan benefit arrangement - TrustYes
    2018
    2018-01-01Type of plan entitySingle employer plan
    2018-01-01Submission has been amendedNo
    2018-01-01This submission is the final filingNo
    2018-01-01This return/report is a short plan year return/report (less than 12 months)No
    2018-01-01Plan is a collectively bargained planNo
    2018-01-01Plan funding arrangement – TrustYes
    2018-01-01Plan benefit arrangement - TrustYes
    2017
    2017-01-01Type of plan entitySingle employer plan
    2017-01-01Submission has been amendedNo
    2017-01-01This submission is the final filingNo
    2017-01-01This return/report is a short plan year return/report (less than 12 months)No
    2017-01-01Plan is a collectively bargained planNo
    2017-01-01Plan funding arrangement – TrustYes
    2017-01-01Plan benefit arrangement - TrustYes
    2016
    2016-01-01Type of plan entitySingle employer plan
    2016-01-01Submission has been amendedNo
    2016-01-01This submission is the final filingNo
    2016-01-01This return/report is a short plan year return/report (less than 12 months)No
    2016-01-01Plan is a collectively bargained planNo
    2016-01-01Plan funding arrangement – TrustYes
    2016-01-01Plan benefit arrangement - TrustYes
    2015
    2015-01-01Type of plan entitySingle employer plan
    2015-01-01Submission has been amendedNo
    2015-01-01This submission is the final filingNo
    2015-01-01This return/report is a short plan year return/report (less than 12 months)No
    2015-01-01Plan is a collectively bargained planNo
    2015-01-01Plan funding arrangement – TrustYes
    2015-01-01Plan benefit arrangement - TrustYes
    2014
    2014-01-01Type of plan entitySingle employer plan
    2014-01-01Submission has been amendedNo
    2014-01-01This submission is the final filingNo
    2014-01-01This return/report is a short plan year return/report (less than 12 months)No
    2014-01-01Plan is a collectively bargained planNo
    2014-01-01Plan funding arrangement – TrustYes
    2014-01-01Plan benefit arrangement - TrustYes
    2013
    2013-01-01Type of plan entitySingle employer plan
    2013-01-01Submission has been amendedNo
    2013-01-01This submission is the final filingNo
    2013-01-01This return/report is a short plan year return/report (less than 12 months)No
    2013-01-01Plan is a collectively bargained planNo
    2013-01-01Plan funding arrangement – TrustYes
    2013-01-01Plan benefit arrangement - TrustYes
    2012
    2012-01-01Type of plan entitySingle employer plan
    2012-01-01Submission has been amendedNo
    2012-01-01This submission is the final filingNo
    2012-01-01This return/report is a short plan year return/report (less than 12 months)No
    2012-01-01Plan is a collectively bargained planNo
    2012-01-01Plan funding arrangement – TrustYes
    2012-01-01Plan benefit arrangement - TrustYes
    2011
    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
    2010
    2010-01-01Type of plan entitySingle employer plan
    2010-01-01First time form 5500 has been submittedYes
    2010-01-01Submission has been amendedNo
    2010-01-01This submission is the final filingNo
    2010-01-01This return/report is a short plan year return/report (less than 12 months)No
    2010-01-01Plan is a collectively bargained planNo
    2010-01-01Plan funding arrangement – TrustYes
    2010-01-01Plan benefit arrangement - TrustYes

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