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JARUS & CO CPA 401(K) PLAN 401k Plan overview

Plan NameJARUS & CO CPA 401(K) PLAN
Plan identification number 001

JARUS & CO CPA 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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

JARUS & CO CPA, INC. has sponsored the creation of one or more 401k plans.

Company Name:JARUS & CO CPA, INC.
Employer identification number (EIN):463881951
NAIC Classification:541211
NAIC Description:Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JARUS & CO CPA 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01QIAN LIU2024-05-13
0012022-01-01CHRISTINE RIMER2023-05-31
0012021-01-01CHRISTINE RIMER2022-05-24
0012020-01-01CAROL HO2021-05-11
0012019-01-01CAROL HO2020-06-15
0012018-12-09CAROL HO2019-07-17
0012018-12-09CAROL HO2020-05-18

Financial Data on JARUS & CO CPA 401(K) PLAN

Measure Date Value
2025 : JARUS & CO CPA 401(K) PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-04-120
Total liabilities as of the end of the plan year2025-04-120
Total liabilities as of the beginning of the plan year2025-04-120
Total expenses incurred by plan in this plan year2025-04-1215034
Net assets as of the end of the plan year2025-04-1245945
Total assets as of the beginning of the plan year2025-04-1254870
Value of plan covered by a fidelity bond2025-04-12917471694
Participant contributions to plan in this plan year2025-04-121048
Value of participant loans at end of plan year2025-04-124962
Other expenses paid from plan in this plan year2025-04-120
Other contributions to plan in this plan year2025-04-120
Other income to plan in this plan year2025-04-124013
Plan net income in this plan year2025-04-12-8925
Net assets as of the end of the plan year2025-04-1245945
Net assets as of the beginning of the plan year2025-04-1254870
Value of contributions failed to transmitted timely2025-04-12126
Employer contributions to plan in this plan year2025-04-121048
Fees paid to broker by Benefit Provider2025-04-120
Expensese paid to adminstrative service provicers from plan in this plan year2025-04-1234
2024 : JARUS & CO CPA 401(K) PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-05-130
Total liabilities as of the end of the plan year2024-05-130
Total liabilities as of the beginning of the plan year2024-05-130
Total expenses incurred by plan in this plan year2024-05-136204
Net assets as of the end of the plan year2024-05-1354870
Total assets as of the beginning of the plan year2024-05-1357240
Value of plan covered by a fidelity bond2024-05-13705050000
Participant contributions to plan in this plan year2024-05-13263
Value of participant loans at end of plan year2024-05-137957
Other expenses paid from plan in this plan year2024-05-130
Other contributions to plan in this plan year2024-05-130
Other income to plan in this plan year2024-05-133316
Plan net income in this plan year2024-05-13-2370
Net assets as of the end of the plan year2024-05-1354870
Net assets as of the beginning of the plan year2024-05-1357240
Value of contributions failed to transmitted timely2024-05-13629
Employer contributions to plan in this plan year2024-05-13255
Fees paid to broker by Benefit Provider2024-05-130
Expensese paid to adminstrative service provicers from plan in this plan year2024-05-1335
2022 : JARUS & CO CPA 401(K) PLAN 2022 401k financial data
Total transfers to/from plan in this plan year2022-05-250
Total liabilities as of the end of the plan year2022-05-250
Total liabilities as of the beginning of the plan year2022-05-250
Total expenses incurred by plan in this plan year2022-05-251741
Net assets as of the end of the plan year2022-05-2557130
Total assets as of the beginning of the plan year2022-05-2541924
Value of plan covered by a fidelity bond2022-05-25336000000
Participant contributions to plan in this plan year2022-05-258311
Value of participant loans at end of plan year2022-05-2521628
Other expenses paid from plan in this plan year2022-05-250
Other contributions to plan in this plan year2022-05-250
Other income to plan in this plan year2022-05-256332
Plan net income in this plan year2022-05-2515206
Net assets as of the end of the plan year2022-05-2557130
Net assets as of the beginning of the plan year2022-05-2541924
Value of contributions failed to transmitted timely2022-05-250
Employer contributions to plan in this plan year2022-05-252304
Fees paid to broker by Benefit Provider2022-05-250
Expensese paid to adminstrative service provicers from plan in this plan year2022-05-2522

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