401k Plan data: CPA CONSULTING GROUP, PLLC 401(K) PLAN plan

CPA CONSULTING GROUP, PLLC 401(K) PLAN 401k Plan overview

Plan Name	CPA CONSULTING GROUP, PLLC 401(K) PLAN
Plan identification number	001

CPA CONSULTING GROUP, PLLC 401(K) PLAN Benefits

401k Plan Type

Defined 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.
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.
Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

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

Company Name: CPA CONSULTING GROUP, PLLC

Employer identification number (EIN): 621836110

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CPA CONSULTING GROUP, PLLC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2020-01-01 CATHY WERTHAN 2021-07-22
001 2019-01-01 CATHY WERTHAN 2020-10-09
001 2018-01-01 CATHY WERTHAN 2019-07-30
001 2017-01-01 CATHY WERTHAN 2018-05-03
001 2016-01-01 CATHY WERTHAN 2017-07-18
001 2015-01-01 CATHY WERTHAN 2016-02-18
001 2014-01-01 CATHY WERTHAN 2015-09-22
001 2013-01-01 CATHY WERTHAN CATHY WERTHAN 2014-02-26
001 2012-01-01 CATHY WERTHAN CATHY WERTHAN 2013-10-02
001 2011-01-01 CATHY WERTHAN CATHY WERTHAN 2012-10-13
001 2009-01-01 CATHY WERTHAN CATHY WERTHAN 2010-10-11

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2020-01-01	CATHY WERTHAN	2021-07-22
001	2019-01-01	CATHY WERTHAN	2020-10-09
001	2018-01-01	CATHY WERTHAN	2019-07-30
001	2017-01-01	CATHY WERTHAN	2018-05-03
001	2016-01-01	CATHY WERTHAN	2017-07-18
001	2015-01-01	CATHY WERTHAN	2016-02-18
001	2014-01-01	CATHY WERTHAN	2015-09-22
001	2013-01-01	CATHY WERTHAN		CATHY WERTHAN	2014-02-26
001	2012-01-01	CATHY WERTHAN		CATHY WERTHAN	2013-10-02
001	2011-01-01	CATHY WERTHAN		CATHY WERTHAN	2012-10-13
001	2009-01-01	CATHY WERTHAN		CATHY WERTHAN	2010-10-11

Plan Statistics for CPA CONSULTING GROUP, PLLC 401(K) PLAN

401k plan membership statisitcs for CPA CONSULTING GROUP, PLLC 401(K) PLAN

Measure Date Value
2013: CPA CONSULTING GROUP, PLLC 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 11
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 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 13
Number of participants with account balances 2013-01-01 13
Number of employers contributing to the scheme 2013-01-01 0
2012: CPA CONSULTING GROUP, PLLC 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 10
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 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 12
Number of participants with account balances 2012-01-01 10
Number of employers contributing to the scheme 2012-01-01 0
2011: CPA CONSULTING GROUP, PLLC 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 12
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 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 13
Number of participants with account balances 2011-01-01 9
Number of employers contributing to the scheme 2011-01-01 2
2009: CPA CONSULTING GROUP, PLLC 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 13
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 5
Total of all active and inactive participants 2009-01-01 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 13
Number of participants with account balances 2009-01-01 10

Measure	Date	Value
2013: CPA CONSULTING GROUP, PLLC 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	11
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	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	13
Number of participants with account balances	2013-01-01	13
Number of employers contributing to the scheme	2013-01-01	0
2012: CPA CONSULTING GROUP, PLLC 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	10
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	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	12
Number of participants with account balances	2012-01-01	10
Number of employers contributing to the scheme	2012-01-01	0
2011: CPA CONSULTING GROUP, PLLC 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	12
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	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	13
Number of participants with account balances	2011-01-01	9
Number of employers contributing to the scheme	2011-01-01	2
2009: CPA CONSULTING GROUP, PLLC 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	13
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	5
Total of all active and inactive participants	2009-01-01	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	13
Number of participants with account balances	2009-01-01	10

Financial Data on CPA CONSULTING GROUP, PLLC 401(K) PLAN

Measure	Date	Value
2013 : CPA CONSULTING GROUP, PLLC 401(K) PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$63,030
Expenses. Total of all expenses incurred	2013-12-31	$3,759
Benefits paid (including direct rollovers)	2013-12-31	$3,759
Total plan assets at end of year	2013-12-31	$189,530
Total plan assets at beginning of year	2013-12-31	$130,259
Value of fidelity bond covering the plan	2013-12-31	$100,000
Total contributions received or receivable from participants	2013-12-31	$27,237
Other income received	2013-12-31	$22,221
Net income (gross income less expenses)	2013-12-31	$59,271
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$189,530
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$130,259
Total contributions received or receivable from employer(s)	2013-12-31	$13,572
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$3,759
2012 : CPA CONSULTING GROUP, PLLC 401(K) PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$42,719
Expenses. Total of all expenses incurred	2012-12-31	$9,129
Benefits paid (including direct rollovers)	2012-12-31	$9,129
Total plan assets at end of year	2012-12-31	$130,259
Total plan assets at beginning of year	2012-12-31	$96,669
Value of fidelity bond covering the plan	2012-12-31	$100,000
Total contributions received or receivable from participants	2012-12-31	$19,848
Other income received	2012-12-31	$11,472
Net income (gross income less expenses)	2012-12-31	$33,590
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$130,259
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$96,669
Total contributions received or receivable from employer(s)	2012-12-31	$11,399
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$9,129
2011 : CPA CONSULTING GROUP, PLLC 401(K) PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$44,959
Expenses. Total of all expenses incurred	2011-12-31	$3,806
Benefits paid (including direct rollovers)	2011-12-31	$3,781
Total plan assets at end of year	2011-12-31	$96,669
Total plan assets at beginning of year	2011-12-31	$55,516
Value of fidelity bond covering the plan	2011-12-31	$100,000
Total contributions received or receivable from participants	2011-12-31	$33,424
Expenses. Other expenses not covered elsewhere	2011-12-31	$25
Other income received	2011-12-31	$-998
Net income (gross income less expenses)	2011-12-31	$41,153
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$96,669
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$55,516
Assets. Value of participant loans	2011-12-31	$1,724
Total contributions received or receivable from employer(s)	2011-12-31	$12,533
2010 : CPA CONSULTING GROUP, PLLC 401(K) PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$12,323
Expenses. Total of all expenses incurred	2010-12-31	$100
Total plan assets at end of year	2010-12-31	$55,516
Total plan assets at beginning of year	2010-12-31	$43,293
Value of fidelity bond covering the plan	2010-12-31	$100,000
Total contributions received or receivable from participants	2010-12-31	$6,604
Expenses. Other expenses not covered elsewhere	2010-12-31	$100
Other income received	2010-12-31	$5,719
Net income (gross income less expenses)	2010-12-31	$12,223
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$55,516
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$43,293
Assets. Value of participant loans	2010-12-31	$3,740

Form 5500 Responses for CPA CONSULTING GROUP, PLLC 401(K) PLAN

2013: CPA CONSULTING GROUP, PLLC 401(K) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Multi-employer plan
2013-01-01	Plan is a collectively bargained plan	Yes
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: CPA CONSULTING GROUP, PLLC 401(K) PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Multi-employer plan
2012-01-01	Plan is a collectively bargained plan	Yes
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: CPA CONSULTING GROUP, PLLC 401(K) PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Multi-employer plan
2011-01-01	Plan is a collectively bargained plan	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: CPA CONSULTING GROUP, PLLC 401(K) 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

Insurance Providers Used on plan

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

804256-000

Policy instance

Insurance contract or identification number	804256-000
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

GA-824583

Policy instance

Insurance contract or identification number	GA-824583
Number of Individuals Covered	10
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $74
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $74
Additional information about fees paid to insurance broker	SALES/MARKETING
Insurance broker organization code?	3
Insurance broker name	LPL FINANCIAL LLC

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

GA-824583

Policy instance

Insurance contract or identification number	GA-824583
Number of Individuals Covered	10
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

Potentially related plans

CPA CONSULTING GROUP LLP 401(K) PROFIT SHARING PLAN [EIN = 205409237]

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Company Name:	CPA CONSULTING GROUP, PLLC
Employer identification number (EIN):	621836110
NAIC Classification:	541211
NAIC Description:	Offices of Certified Public Accountants