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MIGUEL A. GUZMAN CPA PA PROFIT SHARING TRUST AND 401K PLAN 401k Plan overview

Plan NameMIGUEL A. GUZMAN CPA PA PROFIT SHARING TRUST AND 401K PLAN
Plan identification number 002

MIGUEL A. GUZMAN CPA PA PROFIT SHARING TRUST AND 401K PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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

MIGUEL A. GUZMAN CPA P.A. has sponsored the creation of one or more 401k plans.

Company Name:MIGUEL A. GUZMAN CPA P.A.
Employer identification number (EIN):591902410
NAIC Classification:541211
NAIC Description:Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MIGUEL A. GUZMAN CPA PA PROFIT SHARING TRUST AND 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022015-01-01MIGUEL A. GUZMAN2016-10-14
0022014-01-01MIGUEL A. GUZMAN2015-07-22
0022013-01-01MIGUEL A. GUZMAN2014-10-10
0022012-01-01MIGUEL A. GUZMAN
0022011-01-01MIGUEL A GUZMAN
0022010-01-01MIGUEL A GUZMAN
0022009-01-01MIGUEL A GUZMAN

Plan Statistics for MIGUEL A. GUZMAN CPA PA PROFIT SHARING TRUST AND 401K PLAN

401k plan membership statisitcs for MIGUEL A. GUZMAN CPA PA PROFIT SHARING TRUST AND 401K PLAN

Measure Date Value
2012: MIGUEL A. GUZMAN CPA PA PROFIT SHARING TRUST AND 401K PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-016
Total number of active participants reported on line 7a of the Form 55002012-01-016
Total of all active and inactive participants2012-01-016
Total participants2012-01-016
2011: MIGUEL A. GUZMAN CPA PA PROFIT SHARING TRUST AND 401K PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-015
Total number of active participants reported on line 7a of the Form 55002011-01-016
Total of all active and inactive participants2011-01-016
Total participants2011-01-016
Number of participants with account balances2011-01-016
2010: MIGUEL A. GUZMAN CPA PA PROFIT SHARING TRUST AND 401K PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-017
Total number of active participants reported on line 7a of the Form 55002010-01-016
Total of all active and inactive participants2010-01-016
Total participants2010-01-016
Number of participants with account balances2010-01-016
2009: MIGUEL A. GUZMAN CPA PA PROFIT SHARING TRUST AND 401K PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-015
Total number of active participants reported on line 7a of the Form 55002009-01-016
Total of all active and inactive participants2009-01-016
Total participants2009-01-016
Number of participants with account balances2009-01-016

Financial Data on MIGUEL A. GUZMAN CPA PA PROFIT SHARING TRUST AND 401K PLAN

Measure Date Value
2012 : MIGUEL A. GUZMAN CPA PA PROFIT SHARING TRUST AND 401K PLAN 2012 401k financial data
Total income from all sources2012-12-31$85,477
Expenses. Total of all expenses incurred2012-12-31$32,283
Benefits paid (including direct rollovers)2012-12-31$31,958
Total plan assets at end of year2012-12-31$719,464
Total plan assets at beginning of year2012-12-31$666,270
Total contributions received or receivable from participants2012-12-31$36,966
Expenses. Other expenses not covered elsewhere2012-12-31$325
Other income received2012-12-31$35,812
Net income (gross income less expenses)2012-12-31$53,194
Net plan assets at end of year (total assets less liabilities)2012-12-31$719,464
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$666,270
Total contributions received or receivable from employer(s)2012-12-31$12,699
2011 : MIGUEL A. GUZMAN CPA PA PROFIT SHARING TRUST AND 401K PLAN 2011 401k financial data
Total income from all sources2011-12-31$53,596
Expenses. Total of all expenses incurred2011-12-31$30,552
Benefits paid (including direct rollovers)2011-12-31$30,418
Total plan assets at end of year2011-12-31$666,270
Total plan assets at beginning of year2011-12-31$643,226
Total contributions received or receivable from participants2011-12-31$35,406
Expenses. Other expenses not covered elsewhere2011-12-31$35
Other income received2011-12-31$6,247
Net income (gross income less expenses)2011-12-31$23,044
Net plan assets at end of year (total assets less liabilities)2011-12-31$666,270
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$643,226
Total contributions received or receivable from employer(s)2011-12-31$11,943
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$99
2010 : MIGUEL A. GUZMAN CPA PA PROFIT SHARING TRUST AND 401K PLAN 2010 401k financial data
Total income from all sources2010-12-31$105,214
Expenses. Total of all expenses incurred2010-12-31$27,434
Benefits paid (including direct rollovers)2010-12-31$27,100
Total plan assets at end of year2010-12-31$643,226
Total plan assets at beginning of year2010-12-31$565,446
Total contributions received or receivable from participants2010-12-31$32,063
Expenses. Other expenses not covered elsewhere2010-12-31$334
Other income received2010-12-31$62,164
Net income (gross income less expenses)2010-12-31$77,780
Net plan assets at end of year (total assets less liabilities)2010-12-31$643,226
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$565,446
Total contributions received or receivable from employer(s)2010-12-31$10,987

Form 5500 Responses for MIGUEL A. GUZMAN CPA PA PROFIT SHARING TRUST AND 401K PLAN

2012: MIGUEL A. GUZMAN CPA PA PROFIT SHARING TRUST AND 401K 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: MIGUEL A. GUZMAN CPA PA PROFIT SHARING TRUST AND 401K 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: MIGUEL A. GUZMAN CPA PA PROFIT SHARING TRUST AND 401K 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: MIGUEL A. GUZMAN CPA PA PROFIT SHARING TRUST AND 401K PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

C.M. LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 93432 )
Policy contract numberODY15281893
Policy instance 1
Insurance contract or identification numberODY15281893
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Are there contracts with allocated funds for individual policies?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
C.M. LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 93432 )
Policy contract numberODY15281893
Policy instance 1
Insurance contract or identification numberODY15281893
Number of Individuals Covered1
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Are there contracts with allocated funds for individual policies?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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