401k Plan data: YERKES AND MICHELS CPAS 401K PLAN plan

YERKES AND MICHELS CPAS 401K PLAN 401k Plan overview

Plan Name	YERKES AND MICHELS CPAS 401K PLAN
Plan identification number	001

YERKES AND MICHELS CPAS 401K PLAN Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	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. Plan covering Self-Employed individuals.

401k Sponsoring company profile

YERKES AND MICHELS, CPA, LLC has sponsored the creation of one or more 401k plans.

Company Name: YERKES AND MICHELS, CPA, LLC

Employer identification number (EIN): 481219802

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan YERKES AND MICHELS CPAS 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2017-01-01
001 2016-01-01 J. DAN CARROLL
001 2015-01-01 J. DAN CARROLL
001 2014-01-01 J. DAN CARROLL
001 2013-01-01 J. DAN CARROLL
001 2012-01-01 J. DAN CARROLL
001 2011-01-01 J. DAN CARROLL
001 2010-01-01 J. DAN CARROLL
001 2009-01-01 J. DAN CARROLL
001 2009-01-01 J. DAN CARROLL J. DAN CARROLL 2010-07-22
001 2009-01-01 J. DAN CARROLL J. DAN CARROLL 2010-07-21
001 2009-01-01 J. DAN CARROLL J. DAN CARROLL 2010-07-22
001 2009-01-01 J. DAN CARROLL J. DAN CARROLL 2010-07-22
001 2009-01-01 J. DAN CARROLL
001 2009-01-01 J. DAN CARROLL J. DAN CARROLL 2010-07-22

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2017-01-01
001	2016-01-01	J. DAN CARROLL
001	2015-01-01	J. DAN CARROLL
001	2014-01-01	J. DAN CARROLL
001	2013-01-01	J. DAN CARROLL
001	2012-01-01	J. DAN CARROLL
001	2011-01-01	J. DAN CARROLL
001	2010-01-01	J. DAN CARROLL
001	2009-01-01	J. DAN CARROLL
001	2009-01-01	J. DAN CARROLL	J. DAN CARROLL	2010-07-22
001	2009-01-01	J. DAN CARROLL	J. DAN CARROLL	2010-07-21
001	2009-01-01	J. DAN CARROLL	J. DAN CARROLL	2010-07-22
001	2009-01-01	J. DAN CARROLL	J. DAN CARROLL	2010-07-22
001	2009-01-01	J. DAN CARROLL
001	2009-01-01	J. DAN CARROLL	J. DAN CARROLL	2010-07-22

Plan Statistics for YERKES AND MICHELS CPAS 401K PLAN

401k plan membership statisitcs for YERKES AND MICHELS CPAS 401K PLAN

Measure Date Value
2017: YERKES AND MICHELS CPAS 401K PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 0
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 0
Total of all active and inactive participants 2017-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 0
Number of participants with account balances 2017-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: YERKES AND MICHELS CPAS 401K PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 9
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 2
Total of all active and inactive participants 2016-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 11
Number of participants with account balances 2016-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: YERKES AND MICHELS CPAS 401K PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 9
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 2
Total of all active and inactive participants 2015-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 11
Number of participants with account balances 2015-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: YERKES AND MICHELS CPAS 401K PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 9
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 1
Total of all active and inactive participants 2014-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 10
Number of participants with account balances 2014-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: YERKES AND MICHELS CPAS 401K PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 8
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 2
Total of all active and inactive participants 2013-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 10
Number of participants with account balances 2013-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: YERKES AND MICHELS CPAS 401K PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 8
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 2
Total of all active and inactive participants 2012-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 10
Number of participants with account balances 2012-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: YERKES AND MICHELS CPAS 401K PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 9
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 1
Total of all active and inactive participants 2011-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 10
Number of participants with account balances 2011-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: YERKES AND MICHELS CPAS 401K PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 9
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 0
Total of all active and inactive participants 2010-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 9
Number of participants with account balances 2010-01-01 9
2009: YERKES AND MICHELS CPAS 401K PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 8
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 1
Total of all active and inactive participants 2009-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 9
Number of participants with account balances 2009-01-01 9

Measure	Date	Value
2017: YERKES AND MICHELS CPAS 401K PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	0
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	0
Total of all active and inactive participants	2017-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	0
Number of participants with account balances	2017-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: YERKES AND MICHELS CPAS 401K PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	9
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	2
Total of all active and inactive participants	2016-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	11
Number of participants with account balances	2016-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: YERKES AND MICHELS CPAS 401K PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	9
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	2
Total of all active and inactive participants	2015-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	11
Number of participants with account balances	2015-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: YERKES AND MICHELS CPAS 401K PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	9
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	1
Total of all active and inactive participants	2014-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	10
Number of participants with account balances	2014-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: YERKES AND MICHELS CPAS 401K PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	8
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	2
Total of all active and inactive participants	2013-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	10
Number of participants with account balances	2013-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: YERKES AND MICHELS CPAS 401K PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	8
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	2
Total of all active and inactive participants	2012-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	10
Number of participants with account balances	2012-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: YERKES AND MICHELS CPAS 401K PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	9
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	1
Total of all active and inactive participants	2011-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	10
Number of participants with account balances	2011-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: YERKES AND MICHELS CPAS 401K PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	9
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	0
Total of all active and inactive participants	2010-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	9
Number of participants with account balances	2010-01-01	9
2009: YERKES AND MICHELS CPAS 401K PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	8
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	1
Total of all active and inactive participants	2009-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	9
Number of participants with account balances	2009-01-01	9

Financial Data on YERKES AND MICHELS CPAS 401K PLAN

Measure	Date	Value
2016 : YERKES AND MICHELS CPAS 401K PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$75,534
Total plan assets at end of year	2016-12-31	$419,195
Total plan assets at beginning of year	2016-12-31	$343,661
Value of fidelity bond covering the plan	2016-12-31	$50,000
Total contributions received or receivable from participants	2016-12-31	$17,030
Other income received	2016-12-31	$51,305
Net income (gross income less expenses)	2016-12-31	$75,534
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$419,195
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$343,661
Total contributions received or receivable from employer(s)	2016-12-31	$7,199
2015 : YERKES AND MICHELS CPAS 401K PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$9,272
Expenses. Total of all expenses incurred	2015-12-31	$3,000
Benefits paid (including direct rollovers)	2015-12-31	$3,000
Total plan assets at end of year	2015-12-31	$343,661
Total plan assets at beginning of year	2015-12-31	$337,389
Value of fidelity bond covering the plan	2015-12-31	$50,000
Total contributions received or receivable from participants	2015-12-31	$17,492
Other income received	2015-12-31	$-15,420
Net income (gross income less expenses)	2015-12-31	$6,272
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$343,661
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$337,389
Total contributions received or receivable from employer(s)	2015-12-31	$7,200
2014 : YERKES AND MICHELS CPAS 401K PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$44,674
Expenses. Total of all expenses incurred	2014-12-31	$67,140
Benefits paid (including direct rollovers)	2014-12-31	$67,140
Total plan assets at end of year	2014-12-31	$337,389
Total plan assets at beginning of year	2014-12-31	$359,855
Total contributions received or receivable from participants	2014-12-31	$16,658
Other income received	2014-12-31	$20,816
Net income (gross income less expenses)	2014-12-31	$-22,466
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$337,389
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$359,855
Total contributions received or receivable from employer(s)	2014-12-31	$7,200
2013 : YERKES AND MICHELS CPAS 401K PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$92,394
Expenses. Total of all expenses incurred	2013-12-31	$6,200
Benefits paid (including direct rollovers)	2013-12-31	$6,200
Total plan assets at end of year	2013-12-31	$359,855
Total plan assets at beginning of year	2013-12-31	$273,661
Total contributions received or receivable from participants	2013-12-31	$13,279
Other income received	2013-12-31	$71,915
Net income (gross income less expenses)	2013-12-31	$86,194
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$359,855
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$273,661
Total contributions received or receivable from employer(s)	2013-12-31	$7,200
2012 : YERKES AND MICHELS CPAS 401K PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$49,895
Total plan assets at end of year	2012-12-31	$273,661
Total plan assets at beginning of year	2012-12-31	$223,766
Total contributions received or receivable from participants	2012-12-31	$12,983
Other income received	2012-12-31	$29,712
Net income (gross income less expenses)	2012-12-31	$49,895
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$273,661
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$223,766
Total contributions received or receivable from employer(s)	2012-12-31	$7,200
2011 : YERKES AND MICHELS CPAS 401K PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$12,363
Total plan assets at end of year	2011-12-31	$223,766
Total plan assets at beginning of year	2011-12-31	$211,403
Total contributions received or receivable from participants	2011-12-31	$11,620
Other income received	2011-12-31	$-6,457
Net income (gross income less expenses)	2011-12-31	$12,363
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$223,766
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$211,403
Total contributions received or receivable from employer(s)	2011-12-31	$7,200
2010 : YERKES AND MICHELS CPAS 401K PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$45,880
Expenses. Total of all expenses incurred	2010-12-31	$500
Benefits paid (including direct rollovers)	2010-12-31	$500
Total plan assets at end of year	2010-12-31	$211,403
Total plan assets at beginning of year	2010-12-31	$166,023
Total contributions received or receivable from participants	2010-12-31	$9,936
Other income received	2010-12-31	$28,744
Net income (gross income less expenses)	2010-12-31	$45,380
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$211,403
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$166,023
Total contributions received or receivable from employer(s)	2010-12-31	$7,200

Form 5500 Responses for YERKES AND MICHELS CPAS 401K PLAN

2017: YERKES AND MICHELS CPAS 401K PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	Yes
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: YERKES AND MICHELS CPAS 401K 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: YERKES AND MICHELS CPAS 401K 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: YERKES AND MICHELS CPAS 401K 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: YERKES AND MICHELS CPAS 401K 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: YERKES AND MICHELS CPAS 401K 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: YERKES AND MICHELS CPAS 401K PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: YERKES AND MICHELS CPAS 401K PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: YERKES AND MICHELS CPAS 401K PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	YERKES AND MICHELS, CPA, LLC
Employer identification number (EIN):	481219802
NAIC Classification:	541211
NAIC Description:	Offices of Certified Public Accountants