WINTERSET CPA GROUP has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan WINTERSET CPA GROUP INC 401K PLAN
Measure | Date | Value |
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2022: WINTERSET CPA GROUP INC 401K PLAN 2022 401k membership |
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Total participants, beginning-of-year | 2022-01-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 3 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 6 |
Total of all active and inactive participants | 2022-01-01 | 10 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 10 |
Number of participants with account balances | 2022-01-01 | 10 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: WINTERSET CPA GROUP INC 401K PLAN 2021 401k membership |
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Total participants, beginning-of-year | 2021-01-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 3 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 6 |
Total of all active and inactive participants | 2021-01-01 | 9 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 9 |
Number of participants with account balances | 2021-01-01 | 9 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: WINTERSET CPA GROUP INC 401K PLAN 2020 401k membership |
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Total participants, beginning-of-year | 2020-01-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 3 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 7 |
Total of all active and inactive participants | 2020-01-01 | 10 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 10 |
Number of participants with account balances | 2020-01-01 | 9 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: WINTERSET CPA GROUP INC 401K PLAN 2019 401k membership |
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Total participants, beginning-of-year | 2019-01-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 3 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 6 |
Total of all active and inactive participants | 2019-01-01 | 9 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 9 |
Number of participants with account balances | 2019-01-01 | 9 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: WINTERSET CPA GROUP INC 401K PLAN 2018 401k membership |
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Total participants, beginning-of-year | 2018-01-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 4 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 6 |
Total of all active and inactive participants | 2018-01-01 | 10 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 10 |
Number of participants with account balances | 2018-01-01 | 10 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: WINTERSET CPA GROUP INC 401K PLAN 2017 401k membership |
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Total participants, beginning-of-year | 2017-01-01 | 9 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 4 |
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 | 5 |
Total of all active and inactive participants | 2017-01-01 | 9 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 9 |
Number of participants with account balances | 2017-01-01 | 9 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: WINTERSET CPA GROUP INC 401K PLAN 2016 401k membership |
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Total participants, beginning-of-year | 2016-01-01 | 9 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 4 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 5 |
Total of all active and inactive participants | 2016-01-01 | 9 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 9 |
Number of participants with account balances | 2016-01-01 | 9 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: WINTERSET CPA GROUP INC 401K PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 5 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 5 |
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 | 4 |
Total of all active and inactive participants | 2015-01-01 | 9 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 9 |
Number of participants with account balances | 2015-01-01 | 9 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: WINTERSET CPA GROUP INC 401K PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 5 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 5 |
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 | 5 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 5 |
Number of participants with account balances | 2014-01-01 | 9 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: WINTERSET CPA GROUP INC 401K PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 5 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 5 |
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 | 5 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 5 |
Number of participants with account balances | 2013-01-01 | 8 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: WINTERSET CPA GROUP INC 401K PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 5 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 5 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 0 |
Total of all active and inactive participants | 2012-01-01 | 5 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 5 |
Number of participants with account balances | 2012-01-01 | 8 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: WINTERSET CPA GROUP INC 401K PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 6 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 5 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 0 |
Total of all active and inactive participants | 2011-01-01 | 5 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 5 |
Number of participants with account balances | 2011-01-01 | 9 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2010: WINTERSET CPA GROUP INC 401K PLAN 2010 401k membership |
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Total participants, beginning-of-year | 2010-01-01 | 11 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 6 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 0 |
Total of all active and inactive participants | 2010-01-01 | 6 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
Total participants | 2010-01-01 | 6 |
Number of participants with account balances | 2010-01-01 | 11 |
2009: WINTERSET CPA GROUP INC 401K PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 13 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 6 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 5 |
Total of all active and inactive participants | 2009-01-01 | 11 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 11 |
Number of participants with account balances | 2009-01-01 | 11 |
Measure | Date | Value |
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2022 : WINTERSET CPA GROUP INC 401K PLAN 2022 401k financial data |
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Total income from all sources | 2022-12-31 | $-402,388 |
Expenses. Total of all expenses incurred | 2022-12-31 | $675 |
Benefits paid (including direct rollovers) | 2022-12-31 | $675 |
Total plan assets at end of year | 2022-12-31 | $2,859,772 |
Total plan assets at beginning of year | 2022-12-31 | $3,262,835 |
Total contributions received or receivable from participants | 2022-12-31 | $51,580 |
Other income received | 2022-12-31 | $-497,173 |
Net income (gross income less expenses) | 2022-12-31 | $-403,063 |
Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $2,859,772 |
Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $3,262,835 |
Total contributions received or receivable from employer(s) | 2022-12-31 | $43,205 |
2021 : WINTERSET CPA GROUP INC 401K PLAN 2021 401k financial data |
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Total income from all sources | 2021-12-31 | $510,507 |
Expenses. Total of all expenses incurred | 2021-12-31 | $693 |
Benefits paid (including direct rollovers) | 2021-12-31 | $693 |
Total plan assets at end of year | 2021-12-31 | $3,262,835 |
Total plan assets at beginning of year | 2021-12-31 | $2,753,021 |
Total contributions received or receivable from participants | 2021-12-31 | $50,001 |
Other income received | 2021-12-31 | $412,565 |
Net income (gross income less expenses) | 2021-12-31 | $509,814 |
Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $3,262,835 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $2,753,021 |
Total contributions received or receivable from employer(s) | 2021-12-31 | $47,941 |
2020 : WINTERSET CPA GROUP INC 401K PLAN 2020 401k financial data |
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Total income from all sources | 2020-12-31 | $759,810 |
Expenses. Total of all expenses incurred | 2020-12-31 | $375,606 |
Benefits paid (including direct rollovers) | 2020-12-31 | $132,133 |
Total plan assets at end of year | 2020-12-31 | $2,753,021 |
Total plan assets at beginning of year | 2020-12-31 | $2,368,817 |
Total contributions received or receivable from participants | 2020-12-31 | $49,558 |
Expenses. Other expenses not covered elsewhere | 2020-12-31 | $243,473 |
Other income received | 2020-12-31 | $657,942 |
Net income (gross income less expenses) | 2020-12-31 | $384,204 |
Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $2,753,021 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $2,368,817 |
Total contributions received or receivable from employer(s) | 2020-12-31 | $52,310 |
2019 : WINTERSET CPA GROUP INC 401K PLAN 2019 401k financial data |
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Total income from all sources | 2019-12-31 | $463,928 |
Expenses. Total of all expenses incurred | 2019-12-31 | $20,865 |
Benefits paid (including direct rollovers) | 2019-12-31 | $20,865 |
Total plan assets at end of year | 2019-12-31 | $2,368,817 |
Total plan assets at beginning of year | 2019-12-31 | $1,925,754 |
Total contributions received or receivable from participants | 2019-12-31 | $60,080 |
Assets. Value of loans (other than to participants) | 2019-12-31 | $0 |
Other income received | 2019-12-31 | $365,869 |
Net income (gross income less expenses) | 2019-12-31 | $443,063 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $2,368,817 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $1,925,754 |
Total contributions received or receivable from employer(s) | 2019-12-31 | $37,979 |
2018 : WINTERSET CPA GROUP INC 401K PLAN 2018 401k financial data |
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Total income from all sources | 2018-12-31 | $70,937 |
Expenses. Total of all expenses incurred | 2018-12-31 | $9,428 |
Benefits paid (including direct rollovers) | 2018-12-31 | $9,428 |
Total plan assets at end of year | 2018-12-31 | $1,925,754 |
Total plan assets at beginning of year | 2018-12-31 | $1,864,245 |
Total contributions received or receivable from participants | 2018-12-31 | $52,268 |
Assets. Value of loans (other than to participants) | 2018-12-31 | $0 |
Other income received | 2018-12-31 | $-37,469 |
Net income (gross income less expenses) | 2018-12-31 | $61,509 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $1,925,754 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $1,864,245 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $56,138 |
2017 : WINTERSET CPA GROUP INC 401K PLAN 2017 401k financial data |
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Total income from all sources | 2017-12-31 | $332,263 |
Expenses. Total of all expenses incurred | 2017-12-31 | $15,209 |
Benefits paid (including direct rollovers) | 2017-12-31 | $13,028 |
Total plan assets at end of year | 2017-12-31 | $1,864,245 |
Total plan assets at beginning of year | 2017-12-31 | $1,547,191 |
Total contributions received or receivable from participants | 2017-12-31 | $54,655 |
Assets. Value of loans (other than to participants) | 2017-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2017-12-31 | $2,181 |
Other income received | 2017-12-31 | $218,483 |
Net income (gross income less expenses) | 2017-12-31 | $317,054 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $1,864,245 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $1,547,191 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $59,125 |
2016 : WINTERSET CPA GROUP INC 401K PLAN 2016 401k financial data |
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Total income from all sources | 2016-12-31 | $171,357 |
Expenses. Total of all expenses incurred | 2016-12-31 | $250 |
Total plan assets at end of year | 2016-12-31 | $1,547,191 |
Total plan assets at beginning of year | 2016-12-31 | $1,376,084 |
Total contributions received or receivable from participants | 2016-12-31 | $46,845 |
Assets. Value of loans (other than to participants) | 2016-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2016-12-31 | $250 |
Other income received | 2016-12-31 | $65,870 |
Net income (gross income less expenses) | 2016-12-31 | $171,107 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $1,547,191 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $1,376,084 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $58,642 |
2015 : WINTERSET CPA GROUP INC 401K PLAN 2015 401k financial data |
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Total income from all sources | 2015-12-31 | $95,889 |
Expenses. Total of all expenses incurred | 2015-12-31 | $620 |
Total plan assets at end of year | 2015-12-31 | $1,376,084 |
Total plan assets at beginning of year | 2015-12-31 | $1,280,815 |
Total contributions received or receivable from participants | 2015-12-31 | $51,248 |
Assets. Value of loans (other than to participants) | 2015-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2015-12-31 | $13 |
Other income received | 2015-12-31 | $25,651 |
Net income (gross income less expenses) | 2015-12-31 | $95,269 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $1,376,084 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $1,280,815 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $18,990 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $607 |
2014 : WINTERSET CPA GROUP INC 401K PLAN 2014 401k financial data |
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Total income from all sources | 2014-12-31 | $143,078 |
Expenses. Total of all expenses incurred | 2014-12-31 | $24 |
Total plan assets at end of year | 2014-12-31 | $1,280,815 |
Total plan assets at beginning of year | 2014-12-31 | $1,137,761 |
Total contributions received or receivable from participants | 2014-12-31 | $48,885 |
Assets. Value of loans (other than to participants) | 2014-12-31 | $2,640 |
Other income received | 2014-12-31 | $77,562 |
Net income (gross income less expenses) | 2014-12-31 | $143,054 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $1,280,815 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $1,137,761 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $16,631 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $24 |
2013 : WINTERSET CPA GROUP INC 401K PLAN 2013 401k financial data |
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Total income from all sources | 2013-12-31 | $227,326 |
Expenses. Total of all expenses incurred | 2013-12-31 | $1,802 |
Benefits paid (including direct rollovers) | 2013-12-31 | $1,530 |
Total plan assets at end of year | 2013-12-31 | $1,137,761 |
Total plan assets at beginning of year | 2013-12-31 | $912,237 |
Total contributions received or receivable from participants | 2013-12-31 | $9,126 |
Assets. Value of loans (other than to participants) | 2013-12-31 | $6,255 |
Other income received | 2013-12-31 | $170,822 |
Net income (gross income less expenses) | 2013-12-31 | $225,524 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $1,137,761 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $912,237 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $47,378 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $272 |
2012 : WINTERSET CPA GROUP INC 401K PLAN 2012 401k financial data |
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Total income from all sources | 2012-12-31 | $189,612 |
Expenses. Total of all expenses incurred | 2012-12-31 | $52,737 |
Benefits paid (including direct rollovers) | 2012-12-31 | $52,714 |
Total plan assets at end of year | 2012-12-31 | $912,237 |
Total plan assets at beginning of year | 2012-12-31 | $775,362 |
Value of fidelity bond covering the plan | 2012-12-31 | $100,000 |
Total contributions received or receivable from participants | 2012-12-31 | $40,002 |
Assets. Value of loans (other than to participants) | 2012-12-31 | $8,771 |
Other income received | 2012-12-31 | $77,498 |
Net income (gross income less expenses) | 2012-12-31 | $136,875 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $912,237 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $775,362 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $72,112 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $23 |
2011 : WINTERSET CPA GROUP INC 401K PLAN 2011 401k financial data |
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Total income from all sources | 2011-12-31 | $58,665 |
Expenses. Total of all expenses incurred | 2011-12-31 | $70,146 |
Benefits paid (including direct rollovers) | 2011-12-31 | $70,146 |
Total plan assets at end of year | 2011-12-31 | $775,362 |
Total plan assets at beginning of year | 2011-12-31 | $786,843 |
Total contributions received or receivable from participants | 2011-12-31 | $43,309 |
Assets. Value of loans (other than to participants) | 2011-12-31 | $11,488 |
Other income received | 2011-12-31 | $467 |
Net income (gross income less expenses) | 2011-12-31 | $-11,481 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $775,362 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $786,843 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $14,889 |
2010 : WINTERSET CPA GROUP INC 401K PLAN 2010 401k financial data |
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Total income from all sources | 2010-12-31 | $114,039 |
Expenses. Total of all expenses incurred | 2010-12-31 | $75 |
Total plan assets at end of year | 2010-12-31 | $786,843 |
Total plan assets at beginning of year | 2010-12-31 | $672,879 |
Value of fidelity bond covering the plan | 2010-12-31 | $50,000 |
Total contributions received or receivable from participants | 2010-12-31 | $26,943 |
Assets. Value of loans (other than to participants) | 2010-12-31 | $13,925 |
Expenses. Other expenses not covered elsewhere | 2010-12-31 | $75 |
Other income received | 2010-12-31 | $71,951 |
Net income (gross income less expenses) | 2010-12-31 | $113,964 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $786,843 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $672,879 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $15,145 |