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ROSANNA BELL, CPA, PLLC 401(K)/PROFIT SHARING PLAN 401k Plan overview

Plan NameROSANNA BELL, CPA, PLLC 401(K)/PROFIT SHARING PLAN
Plan identification number 001

ROSANNA BELL, CPA, PLLC 401(K)/PROFIT SHARING PLAN Benefits

401k Plan TypeDefined 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
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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

ROSANNA BELL, CPA, PLLC has sponsored the creation of one or more 401k plans.

Company Name:ROSANNA BELL, CPA, PLLC
Employer identification number (EIN):463087348
NAIC Classification:541211
NAIC Description:Offices of Certified Public Accountants

Additional information about ROSANNA BELL, CPA, PLLC

Jurisdiction of Incorporation: New York Department of State
Incorporation Date: 2013-07-02
Company Identification Number: 4425581
Legal Registered Office Address: 54 WHEELER AVENUE
Westchester
PLEASANTVILLE
United States of America (USA)
10570

More information about ROSANNA BELL, CPA, PLLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROSANNA BELL, CPA, PLLC 401(K)/PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01ROSANNA BELL2024-08-22 ROSANNA BELL2024-08-22
0012022-01-01ROSANNA BELL2023-09-18 ROSANNA BELL2023-09-18
0012021-01-01ROSANNA BELL2022-09-30 ROSANNA BELL2022-09-30
0012020-01-01ROSANNA BELLA2021-07-08 ROSANNA BELLA2021-07-08
0012019-01-01ROSANNA BELL2020-08-19 ROSANNA BELL2020-08-19
0012018-01-01ROSANNA BELL2019-09-06 ROSANNA BELL2019-09-06
0012017-01-01ROSANNA BELL2018-10-01 ROSANNA BELL2018-10-01
0012016-01-01ROSANNA BELL2017-09-27 ROSANNA BELL2017-09-27
0012015-01-01ROSANNA BELL2016-08-17 ROSANNA BELL2016-08-17
0012014-01-01ROSANNA BELL2015-09-21 ROSANNA BELL2015-09-21
0012013-01-01ROSANNA BELL2014-09-22 ROSANNA BELL2014-09-22

Financial Data on ROSANNA BELL, CPA, PLLC 401(K)/PROFIT SHARING PLAN

Measure Date Value
2025 : ROSANNA BELL, CPA, PLLC 401(K)/PROFIT SHARING PLAN 2025 401k financial data
Total liabilities as of the end of the plan year2025-08-280
Total liabilities as of the beginning of the plan year2025-08-280
Total expenses incurred by plan in this plan year2025-08-2886841
Net assets as of the end of the plan year2025-08-281374339
Total assets as of the beginning of the plan year2025-08-281226378
Value of plan covered by a fidelity bond2025-08-28122638
Participant contributions to plan in this plan year2025-08-2891339
Value of participant loans at end of plan year2025-08-2812298
Other contributions to plan in this plan year2025-08-280
Other income to plan in this plan year2025-08-28114303
Plan net income in this plan year2025-08-28147961
Net assets as of the end of the plan year2025-08-281374339
Net assets as of the beginning of the plan year2025-08-281226378
Employer contributions to plan in this plan year2025-08-2829160
Fees paid to broker by Benefit Provider2025-08-284100
Expensese paid to adminstrative service provicers from plan in this plan year2025-08-287903
2024 : ROSANNA BELL, CPA, PLLC 401(K)/PROFIT SHARING PLAN 2024 401k financial data
Total liabilities as of the end of the plan year2024-08-220
Total liabilities as of the beginning of the plan year2024-08-220
Total expenses incurred by plan in this plan year2024-08-2220683
Net assets as of the end of the plan year2024-08-221226378
Total assets as of the beginning of the plan year2024-08-221007931
Value of plan covered by a fidelity bond2024-08-22100794
Participant contributions to plan in this plan year2024-08-2274173
Value of participant loans at end of plan year2024-08-2217232
Other contributions to plan in this plan year2024-08-220
Other income to plan in this plan year2024-08-22137705
Plan net income in this plan year2024-08-22218447
Net assets as of the end of the plan year2024-08-221226378
Net assets as of the beginning of the plan year2024-08-221007931
Employer contributions to plan in this plan year2024-08-2227252
Fees paid to broker by Benefit Provider2024-08-223211
Expensese paid to adminstrative service provicers from plan in this plan year2024-08-226322
2022 : ROSANNA BELL, CPA, PLLC 401(K)/PROFIT SHARING PLAN 2022 401k financial data
Total transfers to/from plan in this plan year2022-09-300
Total liabilities as of the end of the plan year2022-09-300
Total liabilities as of the beginning of the plan year2022-09-300
Total expenses incurred by plan in this plan year2022-09-301536
Net assets as of the end of the plan year2022-09-301102370
Total assets as of the beginning of the plan year2022-09-30918812
Value of plan covered by a fidelity bond2022-09-30100000
Participant contributions to plan in this plan year2022-09-3066058
Other expenses paid from plan in this plan year2022-09-300
Other contributions to plan in this plan year2022-09-300
Other income to plan in this plan year2022-09-3092027
Plan net income in this plan year2022-09-30183558
Net assets as of the end of the plan year2022-09-301102370
Net assets as of the beginning of the plan year2022-09-30918812
Employer contributions to plan in this plan year2022-09-3027009
Fees paid to broker by Benefit Provider2022-09-3011079
Expensese paid to adminstrative service provicers from plan in this plan year2022-09-301536

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