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JOYCE SWANSON CPA PROFIT SHARING PLAN 401k Plan overview

Plan NameJOYCE SWANSON CPA PROFIT SHARING PLAN
Plan identification number 001

JOYCE SWANSON CPA PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing

401k Sponsoring company profile

JOYCE SWANSON CPA has sponsored the creation of one or more 401k plans.

Company Name:JOYCE SWANSON CPA
Employer identification number (EIN):470740689
NAIC Classification:541211
NAIC Description:Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOYCE SWANSON CPA PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012019-01-01
0012018-01-01JOYCE SWANSON JOYCE SWANSON2019-07-24
0012017-01-01JOYCE SWANSON JOYCE SWANSON2018-07-17
0012016-01-01JOYCE SWANSON JOYCE SWANSON2017-07-19
0012015-01-01JOYCE SWANSON JOYCE SWANSON2016-07-07
0012014-01-01JOYCE SWANSON JOYCE SWANSON2015-07-20
0012013-01-01JOYCE SWANSON JOYCE SWANSON2014-06-17
0012012-01-01JOYCE SWANSON JOYCE SWANSON2013-07-25
0012011-01-01JOYCE SWANSON
0012009-01-01JOYCE SWANSON
0012009-01-01 JOYCE SWANSON2010-07-30
0012009-01-01 JOYCE SWANSON2010-07-29

Plan Statistics for JOYCE SWANSON CPA PROFIT SHARING PLAN

401k plan membership statisitcs for JOYCE SWANSON CPA PROFIT SHARING PLAN

Measure Date Value
2019: JOYCE SWANSON CPA PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-013
Total number of active participants reported on line 7a of the Form 55002019-01-013
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-013
Number of participants with account balances2019-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: JOYCE SWANSON CPA PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-013
Total number of active participants reported on line 7a of the Form 55002018-01-013
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-013
Number of participants with account balances2018-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: JOYCE SWANSON CPA PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-013
Total number of active participants reported on line 7a of the Form 55002017-01-013
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-013
Number of participants with account balances2017-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: JOYCE SWANSON CPA PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-013
Total number of active participants reported on line 7a of the Form 55002016-01-013
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-013
Number of participants with account balances2016-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: JOYCE SWANSON CPA PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-012
Total number of active participants reported on line 7a of the Form 55002015-01-012
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-012
Number of participants with account balances2015-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: JOYCE SWANSON CPA PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011
Total number of active participants reported on line 7a of the Form 55002014-01-011
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-011
Number of participants with account balances2014-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: JOYCE SWANSON CPA PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011
Total number of active participants reported on line 7a of the Form 55002013-01-011
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-011
Number of participants with account balances2013-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: JOYCE SWANSON CPA PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-012
Total number of active participants reported on line 7a of the Form 55002012-01-012
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-012
Total participants2012-01-012
Number of participants with account balances2012-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: JOYCE SWANSON CPA PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-012
Total number of active participants reported on line 7a of the Form 55002011-01-012
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-012
Number of participants with account balances2011-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: JOYCE SWANSON CPA PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-012
Total number of active participants reported on line 7a of the Form 55002009-01-012
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-012
Number of participants with account balances2009-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on JOYCE SWANSON CPA PROFIT SHARING PLAN

Measure Date Value
2019 : JOYCE SWANSON CPA PROFIT SHARING PLAN 2019 401k financial data
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$48,265
Expenses. Total of all expenses incurred2019-12-31$17,810
Benefits paid (including direct rollovers)2019-12-31$17,810
Total plan assets at end of year2019-12-31$223,174
Total plan assets at beginning of year2019-12-31$192,719
Other income received2019-12-31$48,265
Net income (gross income less expenses)2019-12-31$30,455
Net plan assets at end of year (total assets less liabilities)2019-12-31$223,174
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$192,719
2018 : JOYCE SWANSON CPA PROFIT SHARING PLAN 2018 401k financial data
Transfers to/from the plan2018-12-31$0
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$-11,349
Expenses. Total of all expenses incurred2018-12-31$19,583
Benefits paid (including direct rollovers)2018-12-31$19,583
Total plan assets at end of year2018-12-31$192,719
Total plan assets at beginning of year2018-12-31$223,651
Total contributions received or receivable from participants2018-12-31$0
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$-11,349
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$-30,932
Net plan assets at end of year (total assets less liabilities)2018-12-31$192,719
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$223,651
Total contributions received or receivable from employer(s)2018-12-31$0
Value of certain deemed distributions of participant loans2018-12-31$0
Value of corrective distributions2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$0
2017 : JOYCE SWANSON CPA PROFIT SHARING PLAN 2017 401k financial data
Transfers to/from the plan2017-12-31$0
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$34,507
Expenses. Total of all expenses incurred2017-12-31$17,149
Benefits paid (including direct rollovers)2017-12-31$17,149
Total plan assets at end of year2017-12-31$223,651
Total plan assets at beginning of year2017-12-31$206,293
Total contributions received or receivable from participants2017-12-31$0
Expenses. Other expenses not covered elsewhere2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$34,507
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$17,358
Net plan assets at end of year (total assets less liabilities)2017-12-31$223,651
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$206,293
Total contributions received or receivable from employer(s)2017-12-31$0
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$0
2016 : JOYCE SWANSON CPA PROFIT SHARING PLAN 2016 401k financial data
Transfers to/from the plan2016-12-31$0
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$24,393
Expenses. Total of all expenses incurred2016-12-31$15,502
Benefits paid (including direct rollovers)2016-12-31$15,502
Total plan assets at end of year2016-12-31$206,293
Total plan assets at beginning of year2016-12-31$197,402
Total contributions received or receivable from participants2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$23,882
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$8,891
Net plan assets at end of year (total assets less liabilities)2016-12-31$206,293
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$197,402
Total contributions received or receivable from employer(s)2016-12-31$511
2015 : JOYCE SWANSON CPA PROFIT SHARING PLAN 2015 401k financial data
Transfers to/from the plan2015-12-31$0
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$14,587
Expenses. Total of all expenses incurred2015-12-31$32,526
Benefits paid (including direct rollovers)2015-12-31$16,031
Total plan assets at end of year2015-12-31$197,402
Total plan assets at beginning of year2015-12-31$215,341
Expenses. Other expenses not covered elsewhere2015-12-31$16,495
Other income received2015-12-31$14,064
Net income (gross income less expenses)2015-12-31$-17,939
Net plan assets at end of year (total assets less liabilities)2015-12-31$197,402
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$215,341
Total contributions received or receivable from employer(s)2015-12-31$523
2014 : JOYCE SWANSON CPA PROFIT SHARING PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$17,542
Expenses. Total of all expenses incurred2014-12-31$15,059
Benefits paid (including direct rollovers)2014-12-31$15,059
Total plan assets at end of year2014-12-31$215,341
Total plan assets at beginning of year2014-12-31$212,858
Other income received2014-12-31$17,019
Net income (gross income less expenses)2014-12-31$2,483
Net plan assets at end of year (total assets less liabilities)2014-12-31$215,341
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$212,858
Total contributions received or receivable from employer(s)2014-12-31$523
2013 : JOYCE SWANSON CPA PROFIT SHARING PLAN 2013 401k financial data
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$44,208
Expenses. Total of all expenses incurred2013-12-31$14,735
Benefits paid (including direct rollovers)2013-12-31$14,523
Total plan assets at end of year2013-12-31$212,858
Total plan assets at beginning of year2013-12-31$183,385
Other income received2013-12-31$43,685
Net income (gross income less expenses)2013-12-31$29,473
Net plan assets at end of year (total assets less liabilities)2013-12-31$212,858
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$183,385
Total contributions received or receivable from employer(s)2013-12-31$523
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$212
2012 : JOYCE SWANSON CPA PROFIT SHARING PLAN 2012 401k financial data
Total plan liabilities at end of year2012-12-31$0
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$27,463
Expenses. Total of all expenses incurred2012-12-31$11,172
Benefits paid (including direct rollovers)2012-12-31$10,747
Total plan assets at end of year2012-12-31$183,385
Total plan assets at beginning of year2012-12-31$167,094
Other income received2012-12-31$26,940
Net income (gross income less expenses)2012-12-31$16,291
Net plan assets at end of year (total assets less liabilities)2012-12-31$183,385
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$167,094
Total contributions received or receivable from employer(s)2012-12-31$523
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$425
2011 : JOYCE SWANSON CPA PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$-2,231
Expenses. Total of all expenses incurred2011-12-31$11,486
Benefits paid (including direct rollovers)2011-12-31$11,061
Total plan assets at end of year2011-12-31$167,094
Total plan assets at beginning of year2011-12-31$180,012
Other income received2011-12-31$-2,754
Net income (gross income less expenses)2011-12-31$-13,717
Net plan assets at end of year (total assets less liabilities)2011-12-31$167,094
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$180,012
Total contributions received or receivable from employer(s)2011-12-31$523
Value of certain deemed distributions of participant loans2011-12-31$425
2010 : JOYCE SWANSON CPA PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$23,915
Expenses. Total of all expenses incurred2010-12-31$19,733
Benefits paid (including direct rollovers)2010-12-31$19,339
Total plan assets at end of year2010-12-31$180,812
Total plan assets at beginning of year2010-12-31$176,630
Total contributions received or receivable from participants2010-12-31$523
Expenses. Other expenses not covered elsewhere2010-12-31$394
Other income received2010-12-31$23,392
Net income (gross income less expenses)2010-12-31$4,182
Net plan assets at end of year (total assets less liabilities)2010-12-31$180,812
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$176,630

Form 5500 Responses for JOYCE SWANSON CPA PROFIT SHARING PLAN

2019: JOYCE SWANSON CPA PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: JOYCE SWANSON CPA PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: JOYCE SWANSON CPA PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: JOYCE SWANSON CPA PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: JOYCE SWANSON CPA PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: JOYCE SWANSON CPA PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: JOYCE SWANSON CPA PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: JOYCE SWANSON CPA PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: JOYCE SWANSON CPA PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: JOYCE SWANSON CPA PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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