401k Plan data: MICHAEL DISTEFANO CPA PROFIT SHARING PLAN plan

MICHAEL DISTEFANO CPA PROFIT SHARING PLAN 401k Plan overview

Plan Name	MICHAEL DISTEFANO CPA PROFIT SHARING PLAN
Plan identification number	001

MICHAEL DISTEFANO CPA PROFIT SHARING PLAN Benefits

401k Plan Type	Other Pension Benefit
Plan Features/Benefits	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

MICHAEL DISTEFANO CPA has sponsored the creation of one or more 401k plans.

Company Name: MICHAEL DISTEFANO CPA

Employer identification number (EIN): 330072380

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MICHAEL DISTEFANO CPA PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2020-01-01
001 2019-01-01
001 2018-01-01 MICHAEL DISTEFANO CPA
001 2017-01-01 MICHAEL DISTEFANO CPA
001 2016-01-01 MICHAEL DISTEFANO CPA
001 2015-01-01 MICHAEL DISTEFANO CPA
001 2014-01-01 MICHAEL DISTEFANO CPA
001 2013-01-01 MICHAEL DISTEFANO CPA
001 2012-01-01 MICHAEL DISTEFANO CPA
001 2011-01-01 MICHAEL DISTEFANO CPA
001 2009-01-01 MICHAEL DISTEFANO CPA MICHAEL DISTEFANO CPA 2010-06-23
001 2009-01-01 MICHAEL DISTEFANO CPA

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2020-01-01
001	2019-01-01
001	2018-01-01	MICHAEL DISTEFANO CPA
001	2017-01-01	MICHAEL DISTEFANO CPA
001	2016-01-01	MICHAEL DISTEFANO CPA
001	2015-01-01	MICHAEL DISTEFANO CPA
001	2014-01-01	MICHAEL DISTEFANO CPA
001	2013-01-01	MICHAEL DISTEFANO CPA
001	2012-01-01	MICHAEL DISTEFANO CPA
001	2011-01-01	MICHAEL DISTEFANO CPA
001	2009-01-01	MICHAEL DISTEFANO CPA	MICHAEL DISTEFANO CPA	2010-06-23
001	2009-01-01	MICHAEL DISTEFANO CPA

Plan Statistics for MICHAEL DISTEFANO CPA PROFIT SHARING PLAN

401k plan membership statisitcs for MICHAEL DISTEFANO CPA PROFIT SHARING PLAN

Measure Date Value
2020: MICHAEL DISTEFANO CPA PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 1
Number of retired or separated participants receiving benefits 2020-01-01 1
Number of other retired or separated participants entitled to future benefits 2020-01-01 0
Total of all active and inactive participants 2020-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: MICHAEL DISTEFANO CPA PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 2
Total of all active and inactive participants 2019-01-01 2
Total participants 2019-01-01 2
2018: MICHAEL DISTEFANO CPA PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 2
Total of all active and inactive participants 2018-01-01 2
Total participants 2018-01-01 2
2017: MICHAEL DISTEFANO CPA 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
Total of all active and inactive participants 2017-01-01 2
Total participants 2017-01-01 2
2016: MICHAEL DISTEFANO CPA PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 2
Total of all active and inactive participants 2016-01-01 2
Total participants 2016-01-01 2
2015: MICHAEL DISTEFANO CPA 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
Total of all active and inactive participants 2015-01-01 2
Total participants 2015-01-01 2
2014: MICHAEL DISTEFANO CPA 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
Total of all active and inactive participants 2014-01-01 2
Total participants 2014-01-01 2
2013: MICHAEL DISTEFANO CPA PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 2
Total of all active and inactive participants 2013-01-01 2
Total participants 2013-01-01 2
2012: MICHAEL DISTEFANO CPA PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 3
Total of all active and inactive participants 2012-01-01 3
Total participants 2012-01-01 3
2011: MICHAEL DISTEFANO CPA PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 3
Total of all active and inactive participants 2011-01-01 3
Total participants 2011-01-01 3
2009: MICHAEL DISTEFANO CPA PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 2
Number of retired or separated participants receiving benefits 2009-01-01 1
Total of all active and inactive participants 2009-01-01 3
Total participants 2009-01-01 3

Measure	Date	Value
2020: MICHAEL DISTEFANO CPA PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	1
Number of retired or separated participants receiving benefits	2020-01-01	1
Number of other retired or separated participants entitled to future benefits	2020-01-01	0
Total of all active and inactive participants	2020-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: MICHAEL DISTEFANO CPA PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	2
Total of all active and inactive participants	2019-01-01	2
Total participants	2019-01-01	2
2018: MICHAEL DISTEFANO CPA PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	2
Total of all active and inactive participants	2018-01-01	2
Total participants	2018-01-01	2
2017: MICHAEL DISTEFANO CPA 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
Total of all active and inactive participants	2017-01-01	2
Total participants	2017-01-01	2
2016: MICHAEL DISTEFANO CPA PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	2
Total of all active and inactive participants	2016-01-01	2
Total participants	2016-01-01	2
2015: MICHAEL DISTEFANO CPA 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
Total of all active and inactive participants	2015-01-01	2
Total participants	2015-01-01	2
2014: MICHAEL DISTEFANO CPA 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
Total of all active and inactive participants	2014-01-01	2
Total participants	2014-01-01	2
2013: MICHAEL DISTEFANO CPA PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	2
Total of all active and inactive participants	2013-01-01	2
Total participants	2013-01-01	2
2012: MICHAEL DISTEFANO CPA PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	3
Total of all active and inactive participants	2012-01-01	3
Total participants	2012-01-01	3
2011: MICHAEL DISTEFANO CPA PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	3
Total of all active and inactive participants	2011-01-01	3
Total participants	2011-01-01	3
2009: MICHAEL DISTEFANO CPA PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	2
Number of retired or separated participants receiving benefits	2009-01-01	1
Total of all active and inactive participants	2009-01-01	3
Total participants	2009-01-01	3

Financial Data on MICHAEL DISTEFANO CPA PROFIT SHARING PLAN

Measure	Date	Value
2020 : MICHAEL DISTEFANO CPA PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$170,844
Expenses. Total of all expenses incurred	2020-12-31	$76,787
Benefits paid (including direct rollovers)	2020-12-31	$61,967
Total plan assets at end of year	2020-12-31	$1,945,512
Total plan assets at beginning of year	2020-12-31	$1,851,455
Other income received	2020-12-31	$113,844
Net income (gross income less expenses)	2020-12-31	$94,057
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$1,945,512
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$1,851,455
Total contributions received or receivable from employer(s)	2020-12-31	$57,000
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$14,820
2019 : MICHAEL DISTEFANO CPA PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$194,392
Expenses. Total of all expenses incurred	2019-12-31	$13,745
Total plan assets at end of year	2019-12-31	$1,851,455
Total plan assets at beginning of year	2019-12-31	$1,670,808
Other income received	2019-12-31	$131,542
Net income (gross income less expenses)	2019-12-31	$180,647
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$1,851,455
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$1,670,808
Total contributions received or receivable from employer(s)	2019-12-31	$62,850
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$13,745
2018 : MICHAEL DISTEFANO CPA PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$33,215
Expenses. Total of all expenses incurred	2018-12-31	$10,420
Total plan assets at end of year	2018-12-31	$1,670,808
Total plan assets at beginning of year	2018-12-31	$1,648,013
Other income received	2018-12-31	$-27,975
Net income (gross income less expenses)	2018-12-31	$22,795
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$1,670,808
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$1,648,013
Total contributions received or receivable from employer(s)	2018-12-31	$61,190
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$10,420
2017 : MICHAEL DISTEFANO CPA PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$120,453
Expenses. Total of all expenses incurred	2017-12-31	$12,296
Total plan assets at end of year	2017-12-31	$1,648,013
Total plan assets at beginning of year	2017-12-31	$1,539,856
Other income received	2017-12-31	$60,479
Net income (gross income less expenses)	2017-12-31	$108,157
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$1,648,013
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$1,539,856
Total contributions received or receivable from employer(s)	2017-12-31	$59,974
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$12,296
2016 : MICHAEL DISTEFANO CPA PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$120,643
Expenses. Total of all expenses incurred	2016-12-31	$11,549
Total plan assets at end of year	2016-12-31	$1,539,856
Total plan assets at beginning of year	2016-12-31	$1,430,762
Other income received	2016-12-31	$61,265
Net income (gross income less expenses)	2016-12-31	$109,094
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$1,539,856
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$1,430,762
Total contributions received or receivable from employer(s)	2016-12-31	$59,378
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$11,549
2015 : MICHAEL DISTEFANO CPA PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$45,359
Expenses. Total of all expenses incurred	2015-12-31	$10,950
Total plan assets at end of year	2015-12-31	$1,430,762
Total plan assets at beginning of year	2015-12-31	$1,396,353
Other income received	2015-12-31	$-13,504
Net income (gross income less expenses)	2015-12-31	$34,409
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$1,430,762
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$1,396,353
Total contributions received or receivable from employer(s)	2015-12-31	$58,863
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$10,950
2014 : MICHAEL DISTEFANO CPA PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$195,185
Expenses. Total of all expenses incurred	2014-12-31	$9,753
Total plan assets at end of year	2014-12-31	$1,396,353
Total plan assets at beginning of year	2014-12-31	$1,210,921
Other income received	2014-12-31	$137,712
Net income (gross income less expenses)	2014-12-31	$185,432
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,396,353
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,210,921
Total contributions received or receivable from employer(s)	2014-12-31	$57,473
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$9,753
2013 : MICHAEL DISTEFANO CPA PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$247,342
Expenses. Total of all expenses incurred	2013-12-31	$83,625
Benefits paid (including direct rollovers)	2013-12-31	$75,392
Total plan assets at end of year	2013-12-31	$1,210,921
Total plan assets at beginning of year	2013-12-31	$1,047,204
Other income received	2013-12-31	$190,703
Net income (gross income less expenses)	2013-12-31	$163,717
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,210,921
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,047,204
Total contributions received or receivable from employer(s)	2013-12-31	$56,639
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$8,233
2012 : MICHAEL DISTEFANO CPA PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$158,195
Expenses. Total of all expenses incurred	2012-12-31	$6,640
Total plan assets at end of year	2012-12-31	$1,047,204
Total plan assets at beginning of year	2012-12-31	$895,649
Other income received	2012-12-31	$97,394
Net income (gross income less expenses)	2012-12-31	$151,555
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,047,204
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$895,649
Total contributions received or receivable from employer(s)	2012-12-31	$60,801
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$6,640
2011 : MICHAEL DISTEFANO CPA PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$57,518
Expenses. Total of all expenses incurred	2011-12-31	$6,073
Total plan assets at end of year	2011-12-31	$895,649
Total plan assets at beginning of year	2011-12-31	$844,204
Other income received	2011-12-31	$-2,007
Net income (gross income less expenses)	2011-12-31	$51,445
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$895,649
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$844,204
Total contributions received or receivable from employer(s)	2011-12-31	$59,525
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$6,073
2010 : MICHAEL DISTEFANO CPA PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$157,299
Expenses. Total of all expenses incurred	2010-12-31	$4,030
Total plan assets at end of year	2010-12-31	$844,204
Total plan assets at beginning of year	2010-12-31	$690,935
Other income received	2010-12-31	$103,099
Net income (gross income less expenses)	2010-12-31	$153,269
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$844,204
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$690,935
Assets. Value of assets in partnership/joint-venture interests	2010-12-31	$26,348
Total contributions received or receivable from employer(s)	2010-12-31	$54,200
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$4,030

Form 5500 Responses for MICHAEL DISTEFANO CPA PROFIT SHARING PLAN

2020: MICHAEL DISTEFANO CPA PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: MICHAEL DISTEFANO CPA PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: MICHAEL DISTEFANO CPA PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: MICHAEL DISTEFANO CPA PROFIT SHARING PLAN 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: MICHAEL DISTEFANO CPA PROFIT SHARING PLAN 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: MICHAEL DISTEFANO CPA PROFIT SHARING PLAN 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: MICHAEL DISTEFANO CPA PROFIT SHARING PLAN 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: MICHAEL DISTEFANO CPA PROFIT SHARING PLAN 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: MICHAEL DISTEFANO CPA PROFIT SHARING PLAN 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: MICHAEL DISTEFANO CPA PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: MICHAEL DISTEFANO CPA PROFIT SHARING PLAN 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:	MICHAEL DISTEFANO CPA
Employer identification number (EIN):	330072380
NAIC Classification:	541211
NAIC Description:	Offices of Certified Public Accountants