ALEX A. ACCETTA, CPA & ASSOCIATES, INC. has sponsored the creation of one or more 401k plans.
Additional information about ALEX A. ACCETTA, CPA & ASSOCIATES, INC.
Submission information for form 5500 for 401k plan ALEX A. ACCETTA, CPA & ASSOCIATES, INC. PROFIT SHA RING PLAN
| Measure | Date | Value |
|---|
| 2023 : ALEX A. ACCETTA, CPA & ASSOCIATES, INC. PROFIT SHA RING PLAN 2023 401k financial data |
|---|
| Transfers to/from the plan | 2023-12-31 | $0 |
| Total plan liabilities at end of year | 2023-12-31 | $0 |
| Total plan liabilities at beginning of year | 2023-12-31 | $0 |
| Total income from all sources | 2023-12-31 | $294,195 |
| Expenses. Total of all expenses incurred | 2023-12-31 | $5,990 |
| Benefits paid (including direct rollovers) | 2023-12-31 | $46 |
| Total plan assets at end of year | 2023-12-31 | $2,026,991 |
| Total plan assets at beginning of year | 2023-12-31 | $1,738,786 |
| Value of fidelity bond covering the plan | 2023-12-31 | $220,000 |
| Total contributions received or receivable from participants | 2023-12-31 | $36,855 |
| Expenses. Other expenses not covered elsewhere | 2023-12-31 | $5,944 |
| Contributions received from other sources (not participants or employers) | 2023-12-31 | $0 |
| Other income received | 2023-12-31 | $247,340 |
| Noncash contributions received | 2023-12-31 | $0 |
| Net income (gross income less expenses) | 2023-12-31 | $288,205 |
| Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $2,026,991 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $1,738,786 |
| Assets. Value of assets in partnership/joint-venture interests | 2023-12-31 | $13,826 |
| Total contributions received or receivable from employer(s) | 2023-12-31 | $10,000 |
| Value of certain deemed distributions of participant loans | 2023-12-31 | $0 |
| Value of corrective distributions | 2023-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2023-12-31 | $0 |
| 2022 : ALEX A. ACCETTA, CPA & ASSOCIATES, INC. PROFIT SHA RING PLAN 2022 401k financial data |
|---|
| Total plan liabilities at end of year | 2022-12-31 | $0 |
| Total plan liabilities at beginning of year | 2022-12-31 | $0 |
| Total income from all sources | 2022-12-31 | $-262,249 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $7,701 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $1,513 |
| Total plan assets at end of year | 2022-12-31 | $1,738,786 |
| Total plan assets at beginning of year | 2022-12-31 | $2,008,736 |
| Value of fidelity bond covering the plan | 2022-12-31 | $220,000 |
| Total contributions received or receivable from participants | 2022-12-31 | $35,860 |
| Expenses. Other expenses not covered elsewhere | 2022-12-31 | $6,188 |
| Contributions received from other sources (not participants or employers) | 2022-12-31 | $0 |
| Other income received | 2022-12-31 | $-308,109 |
| Noncash contributions received | 2022-12-31 | $0 |
| Net income (gross income less expenses) | 2022-12-31 | $-269,950 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $1,738,786 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $2,008,736 |
| Assets. Value of assets in partnership/joint-venture interests | 2022-12-31 | $12,158 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $10,000 |
| Value of certain deemed distributions of participant loans | 2022-12-31 | $0 |
| Value of corrective distributions | 2022-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $0 |
| 2021 : ALEX A. ACCETTA, CPA & ASSOCIATES, INC. PROFIT SHA RING PLAN 2021 401k financial data |
|---|
| Total plan liabilities at end of year | 2021-12-31 | $0 |
| Total plan liabilities at beginning of year | 2021-12-31 | $0 |
| Total income from all sources | 2021-12-31 | $304,041 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $322,852 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $316,599 |
| Total plan assets at end of year | 2021-12-31 | $2,008,736 |
| Total plan assets at beginning of year | 2021-12-31 | $2,027,547 |
| Value of fidelity bond covering the plan | 2021-12-31 | $220,000 |
| Assets. Value of tangible personal property | 2021-12-31 | $0 |
| Total contributions received or receivable from participants | 2021-12-31 | $32,700 |
| Assets. Value of loans (other than to participants) | 2021-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2021-12-31 | $6,253 |
| Contributions received from other sources (not participants or employers) | 2021-12-31 | $0 |
| Other income received | 2021-12-31 | $261,341 |
| Noncash contributions received | 2021-12-31 | $0 |
| Net income (gross income less expenses) | 2021-12-31 | $-18,811 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $2,008,736 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $2,027,547 |
| Assets. Value of participant loans | 2021-12-31 | $0 |
| Assets. Value of assets in partnership/joint-venture interests | 2021-12-31 | $11,403 |
| Assets. Value of real-estate (other than employer real property) | 2021-12-31 | $0 |
| Assets. Value of employer securities | 2021-12-31 | $0 |
| Assets. Value of employer real property | 2021-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $10,000 |
| Value of certain deemed distributions of participant loans | 2021-12-31 | $0 |
| Value of corrective distributions | 2021-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
| 2012 : ALEX A. ACCETTA, CPA & ASSOCIATES, INC. PROFIT SHA RING PLAN 2012 401k financial data |
|---|
| Transfers to/from the plan | 2012-12-31 | $0 |
| Total plan liabilities at end of year | 2012-12-31 | $0 |
| Total plan liabilities at beginning of year | 2012-12-31 | $0 |
| Total income from all sources | 2012-12-31 | $154,986 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $348,632 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $343,553 |
| Total plan assets at end of year | 2012-12-31 | $1,137,857 |
| Total plan assets at beginning of year | 2012-12-31 | $1,331,503 |
| Value of fidelity bond covering the plan | 2012-12-31 | $150,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $19,200 |
| Expenses. Other expenses not covered elsewhere | 2012-12-31 | $4,889 |
| Contributions received from other sources (not participants or employers) | 2012-12-31 | $0 |
| Other income received | 2012-12-31 | $125,786 |
| Noncash contributions received | 2012-12-31 | $0 |
| Net income (gross income less expenses) | 2012-12-31 | $-193,646 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $1,137,857 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $1,331,503 |
| Assets. Value of assets in partnership/joint-venture interests | 2012-12-31 | $37,033 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $10,000 |
| Value of certain deemed distributions of participant loans | 2012-12-31 | $0 |
| Value of corrective distributions | 2012-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $190 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
| 2011 : ALEX A. ACCETTA, CPA & ASSOCIATES, INC. PROFIT SHA RING PLAN 2011 401k financial data |
|---|
| Transfers to/from the plan | 2011-12-31 | $0 |
| Total plan liabilities at end of year | 2011-12-31 | $0 |
| Total plan liabilities at beginning of year | 2011-12-31 | $0 |
| Total income from all sources | 2011-12-31 | $-3,959 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $5,384 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $0 |
| Total plan assets at end of year | 2011-12-31 | $1,331,503 |
| Total plan assets at beginning of year | 2011-12-31 | $1,340,846 |
| Value of fidelity bond covering the plan | 2011-12-31 | $150,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $15,600 |
| Expenses. Other expenses not covered elsewhere | 2011-12-31 | $5,384 |
| Contributions received from other sources (not participants or employers) | 2011-12-31 | $0 |
| Other income received | 2011-12-31 | $-29,559 |
| Noncash contributions received | 2011-12-31 | $0 |
| Net income (gross income less expenses) | 2011-12-31 | $-9,343 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $1,331,503 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $1,340,846 |
| Assets. Value of assets in partnership/joint-venture interests | 2011-12-31 | $38,777 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $10,000 |
| Value of certain deemed distributions of participant loans | 2011-12-31 | $0 |
| Value of corrective distributions | 2011-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $0 |
| 2010 : ALEX A. ACCETTA, CPA & ASSOCIATES, INC. PROFIT SHA RING PLAN 2010 401k financial data |
|---|
| Transfers to/from the plan | 2010-12-31 | $0 |
| Total plan liabilities at end of year | 2010-12-31 | $0 |
| Total plan liabilities at beginning of year | 2010-12-31 | $0 |
| Total income from all sources | 2010-12-31 | $148,826 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $4,488 |
| Total plan assets at end of year | 2010-12-31 | $1,346,346 |
| Total plan assets at beginning of year | 2010-12-31 | $1,202,008 |
| Value of fidelity bond covering the plan | 2010-12-31 | $150,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $22,445 |
| Expenses. Other expenses not covered elsewhere | 2010-12-31 | $4,488 |
| Contributions received from other sources (not participants or employers) | 2010-12-31 | $0 |
| Other income received | 2010-12-31 | $116,381 |
| Noncash contributions received | 2010-12-31 | $0 |
| Net income (gross income less expenses) | 2010-12-31 | $144,338 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $1,346,346 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $1,202,008 |
| Assets. Value of assets in partnership/joint-venture interests | 2010-12-31 | $39,337 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $10,000 |
| Value of certain deemed distributions of participant loans | 2010-12-31 | $0 |
| Value of corrective distributions | 2010-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $0 |
| 2023: ALEX A. ACCETTA, CPA & ASSOCIATES, INC. PROFIT SHA RING PLAN 2023 form 5500 responses |
|---|
| 2023-01-01 | Type of plan entity | Single employer plan |
| 2023-01-01 | Submission has been amended | No |
| 2023-01-01 | This submission is the final filing | No |
| 2023-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2023-01-01 | Plan is a collectively bargained plan | No |
| 2023-01-01 | Plan funding arrangement – Trust | Yes |
| 2023-01-01 | Plan benefit arrangement - Trust | Yes |
| 2022: ALEX A. ACCETTA, CPA & ASSOCIATES, INC. PROFIT SHA RING PLAN 2022 form 5500 responses |
|---|
| 2022-01-01 | Type of plan entity | Single employer plan |
| 2022-01-01 | Submission has been amended | No |
| 2022-01-01 | This submission is the final filing | No |
| 2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2022-01-01 | Plan is a collectively bargained plan | No |
| 2022-01-01 | Plan funding arrangement – Trust | Yes |
| 2022-01-01 | Plan benefit arrangement - Trust | Yes |
| 2021: ALEX A. ACCETTA, CPA & ASSOCIATES, INC. PROFIT SHA RING PLAN 2021 form 5500 responses |
|---|
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | Submission has been amended | No |
| 2021-01-01 | This submission is the final filing | No |
| 2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-01-01 | Plan is a collectively bargained plan | No |
| 2021-01-01 | Plan funding arrangement – Trust | Yes |
| 2021-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: ALEX A. ACCETTA, CPA & ASSOCIATES, INC. PROFIT SHA RING PLAN 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Submission has been amended | No |
| 2012-01-01 | This submission is the final filing | No |
| 2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-01-01 | Plan is a collectively bargained plan | No |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: ALEX A. ACCETTA, CPA & ASSOCIATES, INC. PROFIT SHA RING PLAN 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Submission has been amended | No |
| 2011-01-01 | This submission is the final filing | No |
| 2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-01-01 | Plan is a collectively bargained plan | No |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2010: ALEX A. ACCETTA, CPA & ASSOCIATES, INC. PROFIT SHA RING PLAN 2010 form 5500 responses |
|---|
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | Submission has been amended | No |
| 2010-01-01 | This submission is the final filing | No |
| 2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2010-01-01 | Plan is a collectively bargained plan | No |
| 2010-01-01 | Plan funding arrangement – Trust | Yes |
| 2010-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: ALEX A. ACCETTA, CPA & ASSOCIATES, INC. PROFIT SHA RING PLAN 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | No |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan is a collectively bargained plan | No |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
