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KAREN A. BARNHOUSE CPA INDIVIDUAL 401 (K) PLAN 401k Plan overview

Plan NameKAREN A. BARNHOUSE CPA INDIVIDUAL 401 (K) PLAN
Plan identification number 002

KAREN A. BARNHOUSE CPA INDIVIDUAL 401 (K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Plan covering Self-Employed individuals.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

KAREN A. BARNHOUSE has sponsored the creation of one or more 401k plans.

Company Name:KAREN A. BARNHOUSE
Employer identification number (EIN):521854198
NAIC Classification:541211
NAIC Description:Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan KAREN A. BARNHOUSE CPA INDIVIDUAL 401 (K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022017-01-01KAREN A. BARNHOUSE
0022016-01-01KAREN A. BARNHOUSE
0022015-01-01KAREN A. BARNHOUSE
0022014-01-01KAREN A. BARNHOUSE
0022013-01-01KAREN A. BARNHOUSE
0022012-01-01KAREN A. BARNHOUSE
0022011-01-01KAREN A. BARNHOUSE
0022010-01-01KAREN A. BARNHOUSE
0022009-01-01KAREN A. BARNHOUSE

Plan Statistics for KAREN A. BARNHOUSE CPA INDIVIDUAL 401 (K) PLAN

401k plan membership statisitcs for KAREN A. BARNHOUSE CPA INDIVIDUAL 401 (K) PLAN

Measure Date Value
2017: KAREN A. BARNHOUSE CPA INDIVIDUAL 401 (K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011
Total number of active participants reported on line 7a of the Form 55002017-01-010
Total of all active and inactive participants2017-01-010
Total participants2017-01-010
Number of participants with account balances2017-01-010
2016: KAREN A. BARNHOUSE CPA INDIVIDUAL 401 (K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011
Total number of active participants reported on line 7a of the Form 55002016-01-011
Total of all active and inactive participants2016-01-011
Total participants2016-01-011
Number of participants with account balances2016-01-011
2015: KAREN A. BARNHOUSE CPA INDIVIDUAL 401 (K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011
Total number of active participants reported on line 7a of the Form 55002015-01-011
Total of all active and inactive participants2015-01-011
Total participants2015-01-011
Number of participants with account balances2015-01-011
2014: KAREN A. BARNHOUSE CPA INDIVIDUAL 401 (K) 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
Total of all active and inactive participants2014-01-011
Total participants2014-01-011
Number of participants with account balances2014-01-011
2013: KAREN A. BARNHOUSE CPA INDIVIDUAL 401 (K) 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
Total of all active and inactive participants2013-01-011
Total participants2013-01-011
Number of participants with account balances2013-01-011
2012: KAREN A. BARNHOUSE CPA INDIVIDUAL 401 (K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011
Total number of active participants reported on line 7a of the Form 55002012-01-011
Total of all active and inactive participants2012-01-011
Total participants2012-01-011
Number of participants with account balances2012-01-011
2011: KAREN A. BARNHOUSE CPA INDIVIDUAL 401 (K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011
Total number of active participants reported on line 7a of the Form 55002011-01-011
Total of all active and inactive participants2011-01-011
Total participants2011-01-011
Number of participants with account balances2011-01-011
2010: KAREN A. BARNHOUSE CPA INDIVIDUAL 401 (K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-011
Total number of active participants reported on line 7a of the Form 55002010-01-011
Total of all active and inactive participants2010-01-011
Total participants2010-01-011
Number of participants with account balances2010-01-011
2009: KAREN A. BARNHOUSE CPA INDIVIDUAL 401 (K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011
Total number of active participants reported on line 7a of the Form 55002009-01-011
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 participants2009-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-011
Number of participants with account balances2009-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on KAREN A. BARNHOUSE CPA INDIVIDUAL 401 (K) PLAN

Measure Date Value
2017 : KAREN A. BARNHOUSE CPA INDIVIDUAL 401 (K) PLAN 2017 401k financial data
Total income from all sources2017-10-10$303,163
Expenses. Total of all expenses incurred2017-10-10$1,810,654
Benefits paid (including direct rollovers)2017-10-10$1,810,654
Total plan assets at end of year2017-10-10$0
Total plan assets at beginning of year2017-10-10$1,507,491
Other income received2017-10-10$303,163
Net income (gross income less expenses)2017-10-10$-1,507,491
Net plan assets at end of year (total assets less liabilities)2017-10-10$0
Net plan assets at beginning of year (total assets less liabilities)2017-10-10$1,507,491
2016 : KAREN A. BARNHOUSE CPA INDIVIDUAL 401 (K) PLAN 2016 401k financial data
Total income from all sources2016-12-31$75,914
Total plan assets at end of year2016-12-31$1,507,491
Total plan assets at beginning of year2016-12-31$1,431,577
Other income received2016-12-31$75,914
Net income (gross income less expenses)2016-12-31$75,914
Net plan assets at end of year (total assets less liabilities)2016-12-31$1,507,491
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$1,431,577
2015 : KAREN A. BARNHOUSE CPA INDIVIDUAL 401 (K) PLAN 2015 401k financial data
Total income from all sources2015-12-31$39,341
Total plan assets at end of year2015-12-31$1,431,577
Total plan assets at beginning of year2015-12-31$1,392,236
Other income received2015-12-31$33,329
Net income (gross income less expenses)2015-12-31$39,341
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,431,577
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$1,392,236
Total contributions received or receivable from employer(s)2015-12-31$6,012
2014 : KAREN A. BARNHOUSE CPA INDIVIDUAL 401 (K) PLAN 2014 401k financial data
Total income from all sources2014-12-31$156,088
Total plan assets at end of year2014-12-31$1,392,236
Total plan assets at beginning of year2014-12-31$1,236,148
Other income received2014-12-31$146,482
Net income (gross income less expenses)2014-12-31$156,088
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,392,236
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,236,148
Total contributions received or receivable from employer(s)2014-12-31$9,606
2013 : KAREN A. BARNHOUSE CPA INDIVIDUAL 401 (K) PLAN 2013 401k financial data
Total income from all sources2013-12-31$320,053
Total plan assets at end of year2013-12-31$1,236,148
Total plan assets at beginning of year2013-12-31$916,095
Other income received2013-12-31$303,768
Net income (gross income less expenses)2013-12-31$320,053
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,236,148
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$916,095
Total contributions received or receivable from employer(s)2013-12-31$16,285
2012 : KAREN A. BARNHOUSE CPA INDIVIDUAL 401 (K) PLAN 2012 401k financial data
Total income from all sources2012-12-31$143,982
Total plan assets at end of year2012-12-31$916,095
Total plan assets at beginning of year2012-12-31$772,113
Other income received2012-12-31$127,882
Net income (gross income less expenses)2012-12-31$143,982
Net plan assets at end of year (total assets less liabilities)2012-12-31$916,095
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$772,113
Total contributions received or receivable from employer(s)2012-12-31$16,100
2011 : KAREN A. BARNHOUSE CPA INDIVIDUAL 401 (K) PLAN 2011 401k financial data
Total income from all sources2011-12-31$2,720
Total plan assets at end of year2011-12-31$772,113
Total plan assets at beginning of year2011-12-31$769,393
Other income received2011-12-31$-11,620
Net income (gross income less expenses)2011-12-31$2,720
Net plan assets at end of year (total assets less liabilities)2011-12-31$772,113
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$769,393
Total contributions received or receivable from employer(s)2011-12-31$14,340
2010 : KAREN A. BARNHOUSE CPA INDIVIDUAL 401 (K) PLAN 2010 401k financial data
Total income from all sources2010-12-31$119,909
Total plan assets at end of year2010-12-31$769,393
Total plan assets at beginning of year2010-12-31$649,484
Other income received2010-12-31$107,272
Net income (gross income less expenses)2010-12-31$119,909
Net plan assets at end of year (total assets less liabilities)2010-12-31$769,393
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$649,484
Total contributions received or receivable from employer(s)2010-12-31$12,637

Form 5500 Responses for KAREN A. BARNHOUSE CPA INDIVIDUAL 401 (K) PLAN

2017: KAREN A. BARNHOUSE CPA INDIVIDUAL 401 (K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01This submission is the final filingYes
2017-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: KAREN A. BARNHOUSE CPA INDIVIDUAL 401 (K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: KAREN A. BARNHOUSE CPA INDIVIDUAL 401 (K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: KAREN A. BARNHOUSE CPA INDIVIDUAL 401 (K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: KAREN A. BARNHOUSE CPA INDIVIDUAL 401 (K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: KAREN A. BARNHOUSE CPA INDIVIDUAL 401 (K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: KAREN A. BARNHOUSE CPA INDIVIDUAL 401 (K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: KAREN A. BARNHOUSE CPA INDIVIDUAL 401 (K) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: KAREN A. BARNHOUSE CPA INDIVIDUAL 401 (K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01First time form 5500 has been submittedYes
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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