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CRISLER CPA, PLLC RETIREMENT TRUST 401k Plan overview

Plan NameCRISLER CPA, PLLC RETIREMENT TRUST
Plan identification number 001

CRISLER CPA, PLLC RETIREMENT TRUST 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.
  • 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

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

Company Name:CRISLER CPA, PLLC
Employer identification number (EIN):510463228
NAIC Classification:541211
NAIC Description:Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CRISLER CPA, PLLC RETIREMENT TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01MICHAEL CRISLER2024-07-25
0012022-01-01MICHAEL W CRISLER2023-07-18
0012021-01-01MICHAEL W CRISLER2022-07-11
0012020-01-01MICHAEL W CRISLER2021-07-15
0012019-01-01MICHAEL W CRISLER2020-07-23
0012018-01-01MICHAEL W CRISLER2019-07-17
0012017-01-01MICHAEL W CRISLER2018-07-17
0012016-01-01PLAN SPONSOR2017-07-10

Plan Statistics for CRISLER CPA, PLLC RETIREMENT TRUST

401k plan membership statisitcs for CRISLER CPA, PLLC RETIREMENT TRUST

Measure Date Value
2025: CRISLER CPA, PLLC RETIREMENT TRUST 2025 401k membership
Total number of particpants at beginning of year2025-07-1522
Total number of particpants at end of year2025-07-1525
Number of Participants With Account Balances2025-07-1515
2024: CRISLER CPA, PLLC RETIREMENT TRUST 2024 401k membership
Total number of particpants at beginning of year2024-07-2523
Total number of particpants at end of year2024-07-2523
Number of Participants With Account Balances2024-07-2513
2022: CRISLER CPA, PLLC RETIREMENT TRUST 2022 401k membership
Total number of particpants at beginning of year2022-07-1125
Total number of particpants at end of year2022-07-1124
Number of Participants With Account Balances2022-07-1117

Financial Data on CRISLER CPA, PLLC RETIREMENT TRUST

Measure Date Value
2025 : CRISLER CPA, PLLC RETIREMENT TRUST 2025 401k financial data
Total expenses incurred by plan in this plan year2025-07-1564778
Net assets as of the end of the plan year2025-07-15504485
Total assets as of the beginning of the plan year2025-07-15440116
Value of plan covered by a fidelity bond2025-07-150
Participant contributions to plan in this plan year2025-07-1543844
Value of participant loans at end of plan year2025-07-150
Other contributions to plan in this plan year2025-07-150
Other income to plan in this plan year2025-07-1554740
Plan net income in this plan year2025-07-1564369
Net assets as of the end of the plan year2025-07-15504485
Net assets as of the beginning of the plan year2025-07-15440116
Employer contributions to plan in this plan year2025-07-1530563
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-151397
2024 : CRISLER CPA, PLLC RETIREMENT TRUST 2024 401k financial data
Total expenses incurred by plan in this plan year2024-07-2533776
Net assets as of the end of the plan year2024-07-25440116
Total assets as of the beginning of the plan year2024-07-25352974
Value of plan covered by a fidelity bond2024-07-250
Participant contributions to plan in this plan year2024-07-2529263
Value of participant loans at end of plan year2024-07-250
Other contributions to plan in this plan year2024-07-250
Other income to plan in this plan year2024-07-2563610
Plan net income in this plan year2024-07-2587142
Net assets as of the end of the plan year2024-07-25440116
Net assets as of the beginning of the plan year2024-07-25352974
Employer contributions to plan in this plan year2024-07-2528045
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-251448
2022 : CRISLER CPA, PLLC RETIREMENT TRUST 2022 401k financial data
Total expenses incurred by plan in this plan year2022-07-1125091
Net assets as of the end of the plan year2022-07-11401123
Total assets as of the beginning of the plan year2022-07-11314505
Value of plan covered by a fidelity bond2022-07-110
Participant contributions to plan in this plan year2022-07-1147660
Value of participant loans at end of plan year2022-07-110
Other contributions to plan in this plan year2022-07-110
Other income to plan in this plan year2022-07-1139298
Plan net income in this plan year2022-07-1186618
Net assets as of the end of the plan year2022-07-11401123
Net assets as of the beginning of the plan year2022-07-11314505
Employer contributions to plan in this plan year2022-07-1124751
Expensese paid to adminstrative service provicers from plan in this plan year2022-07-111573

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