401k Plan data: JEFFREY D. STEWART & CO., CPA'S PROFIT SHARING PLA plan

JEFFREY D. STEWART & CO., CPA'S PROFIT SHARING PLA 401k Plan overview

Plan Name	JEFFREY D. STEWART & CO., CPA'S PROFIT SHARING PLA
Plan identification number	001

JEFFREY D. STEWART & CO., CPA'S PROFIT SHARING PLA 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
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.

401k Sponsoring company profile

JEFFREY D. STEWART & CO., CPA'S has sponsored the creation of one or more 401k plans.

Company Name: JEFFREY D. STEWART & CO., CPA'S

Employer identification number (EIN): 310919315

NAIC Classification: 541211
NAIC Description: Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JEFFREY D. STEWART & CO., CPA'S PROFIT SHARING PLA

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2018-01-01 JEFFREY D. STEWART
001 2017-01-01 JEFFREY D. STEWART
001 2016-01-01 JEFFREY D. STEWART
001 2015-01-01 JEFFREY D. STEWART
001 2014-01-01 JEFFREY D. STEWART
001 2013-01-01 JEFFREY D. STEWART
001 2012-01-01 JEFFREY D. STEWART
001 2011-01-01 JEFFREY D. STEWART
001 2010-01-01 JEFFREY D. STEWART
001 2009-01-01 JEFFREY D. STEWART

Plan id#	Filing Submission Date	Name of Administrator
001	2018-01-01	JEFFREY D. STEWART
001	2017-01-01	JEFFREY D. STEWART
001	2016-01-01	JEFFREY D. STEWART
001	2015-01-01	JEFFREY D. STEWART
001	2014-01-01	JEFFREY D. STEWART
001	2013-01-01	JEFFREY D. STEWART
001	2012-01-01	JEFFREY D. STEWART
001	2011-01-01	JEFFREY D. STEWART
001	2010-01-01	JEFFREY D. STEWART
001	2009-01-01	JEFFREY D. STEWART

Financial Data on JEFFREY D. STEWART & CO., CPA'S PROFIT SHARING PLA

Measure	Date	Value
2018 : JEFFREY D. STEWART & CO., CPA'S PROFIT SHARING PLA 2018 401k financial data
Total income from all sources	2018-07-31	$65,528
Expenses. Total of all expenses incurred	2018-07-31	$1,702,887
Benefits paid (including direct rollovers)	2018-07-31	$1,702,887
Total plan assets at beginning of year	2018-07-31	$1,637,359
Value of fidelity bond covering the plan	2018-07-31	$130,000
Total contributions received or receivable from participants	2018-07-31	$0
Other income received	2018-07-31	$65,528
Net income (gross income less expenses)	2018-07-31	$-1,637,359
Net plan assets at beginning of year (total assets less liabilities)	2018-07-31	$1,637,359
Total contributions received or receivable from employer(s)	2018-07-31	$0
2017 : JEFFREY D. STEWART & CO., CPA'S PROFIT SHARING PLA 2017 401k financial data
Total income from all sources	2017-12-31	$382,083
Total plan assets at end of year	2017-12-31	$1,637,359
Total plan assets at beginning of year	2017-12-31	$1,255,276
Value of fidelity bond covering the plan	2017-12-31	$130,000
Total contributions received or receivable from participants	2017-12-31	$64,972
Other income received	2017-12-31	$272,259
Net income (gross income less expenses)	2017-12-31	$382,083
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$1,637,359
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$1,255,276
Total contributions received or receivable from employer(s)	2017-12-31	$44,852
2016 : JEFFREY D. STEWART & CO., CPA'S PROFIT SHARING PLA 2016 401k financial data
Total income from all sources	2016-12-31	$174,896
Total plan assets at end of year	2016-12-31	$1,255,276
Total plan assets at beginning of year	2016-12-31	$1,080,380
Value of fidelity bond covering the plan	2016-12-31	$130,000
Total contributions received or receivable from participants	2016-12-31	$60,099
Other income received	2016-12-31	$70,414
Net income (gross income less expenses)	2016-12-31	$174,896
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$1,255,276
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$1,080,380
Total contributions received or receivable from employer(s)	2016-12-31	$44,383
2015 : JEFFREY D. STEWART & CO., CPA'S PROFIT SHARING PLA 2015 401k financial data
Total income from all sources	2015-12-31	$44,966
Total plan assets at end of year	2015-12-31	$1,080,380
Total plan assets at beginning of year	2015-12-31	$1,035,414
Value of fidelity bond covering the plan	2015-12-31	$130,000
Total contributions received or receivable from participants	2015-12-31	$55,064
Other income received	2015-12-31	$-30,313
Net income (gross income less expenses)	2015-12-31	$44,966
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$1,080,380
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$1,035,414
Total contributions received or receivable from employer(s)	2015-12-31	$20,215
2014 : JEFFREY D. STEWART & CO., CPA'S PROFIT SHARING PLA 2014 401k financial data
Total income from all sources	2014-12-31	$131,278
Total plan assets at end of year	2014-12-31	$1,035,414
Total plan assets at beginning of year	2014-12-31	$904,136
Value of fidelity bond covering the plan	2014-12-31	$100,000
Total contributions received or receivable from participants	2014-12-31	$50,800
Other income received	2014-12-31	$60,478
Net income (gross income less expenses)	2014-12-31	$131,278
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,035,414
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$904,136
Total contributions received or receivable from employer(s)	2014-12-31	$20,000
2013 : JEFFREY D. STEWART & CO., CPA'S PROFIT SHARING PLA 2013 401k financial data
Total income from all sources	2013-12-31	$211,467
Total plan assets at end of year	2013-12-31	$904,136
Total plan assets at beginning of year	2013-12-31	$692,669
Value of fidelity bond covering the plan	2013-12-31	$100,000
Total contributions received or receivable from participants	2013-12-31	$50,800
Other income received	2013-12-31	$143,833
Net income (gross income less expenses)	2013-12-31	$211,467
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$904,136
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$692,669
Total contributions received or receivable from employer(s)	2013-12-31	$16,834
2012 : JEFFREY D. STEWART & CO., CPA'S PROFIT SHARING PLA 2012 401k financial data
Total income from all sources	2012-12-31	$130,932
Total plan assets at end of year	2012-12-31	$692,669
Total plan assets at beginning of year	2012-12-31	$561,737
Value of fidelity bond covering the plan	2012-12-31	$100,000
Total contributions received or receivable from participants	2012-12-31	$49,000
Other income received	2012-12-31	$69,879
Net income (gross income less expenses)	2012-12-31	$130,932
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$692,669
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$561,737
Total contributions received or receivable from employer(s)	2012-12-31	$12,053
2011 : JEFFREY D. STEWART & CO., CPA'S PROFIT SHARING PLA 2011 401k financial data
Total income from all sources	2011-12-31	$35,416
Total plan assets at end of year	2011-12-31	$561,737
Total plan assets at beginning of year	2011-12-31	$526,321
Value of fidelity bond covering the plan	2011-12-31	$100,000
Total contributions received or receivable from participants	2011-12-31	$48,800
Other income received	2011-12-31	$-25,086
Net income (gross income less expenses)	2011-12-31	$35,416
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$561,737
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$526,321
Total contributions received or receivable from employer(s)	2011-12-31	$11,702
2010 : JEFFREY D. STEWART & CO., CPA'S PROFIT SHARING PLA 2010 401k financial data
Total income from all sources	2010-12-31	$115,194
Expenses. Total of all expenses incurred	2010-12-31	$1,000
Total plan assets at end of year	2010-12-31	$526,321
Total plan assets at beginning of year	2010-12-31	$412,127
Value of fidelity bond covering the plan	2010-12-31	$100,000
Total contributions received or receivable from participants	2010-12-31	$47,600
Other income received	2010-12-31	$56,063
Net income (gross income less expenses)	2010-12-31	$114,194
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$526,321
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$412,127
Total contributions received or receivable from employer(s)	2010-12-31	$11,531
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$1,000

Form 5500 Responses for JEFFREY D. STEWART & CO., CPA'S PROFIT SHARING PLA

2018: JEFFREY D. STEWART & CO., CPA'S PROFIT SHARING PLA 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	This submission is the final filing	Yes
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: JEFFREY D. STEWART & CO., CPA'S PROFIT SHARING PLA 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: JEFFREY D. STEWART & CO., CPA'S PROFIT SHARING PLA 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: JEFFREY D. STEWART & CO., CPA'S PROFIT SHARING PLA 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: JEFFREY D. STEWART & CO., CPA'S PROFIT SHARING PLA 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: JEFFREY D. STEWART & CO., CPA'S PROFIT SHARING PLA 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: JEFFREY D. STEWART & CO., CPA'S PROFIT SHARING PLA 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: JEFFREY D. STEWART & CO., CPA'S PROFIT SHARING PLA 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: JEFFREY D. STEWART & CO., CPA'S PROFIT SHARING PLA 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: JEFFREY D. STEWART & CO., CPA'S PROFIT SHARING PLA 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	This submission is the final filing	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	JEFFREY D. STEWART & CO., CPA'S
Employer identification number (EIN):	310919315
NAIC Classification:	541211
NAIC Description:	Offices of Certified Public Accountants