STEVEN F CUNDIFF, CPA, INC has sponsored the creation of one or more 401k plans.
| Measure | Date | Value |
|---|
| 2019: STEVEN F CUNDIFF, CPA, INC 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 1 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 0 |
| Number of retired or separated participants receiving benefits | 2019-01-01 | 1 |
| Total of all active and inactive participants | 2019-01-01 | 1 |
| Total participants | 2019-01-01 | 1 |
| Number of participants with account balances | 2019-01-01 | 0 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
| 2018: STEVEN F CUNDIFF, CPA, INC 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 1 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 1 |
| Total of all active and inactive participants | 2018-01-01 | 1 |
| Total participants | 2018-01-01 | 1 |
| Number of participants with account balances | 2018-01-01 | 1 |
| 2017: STEVEN F CUNDIFF, CPA, INC 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 1 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 1 |
| Total of all active and inactive participants | 2017-01-01 | 1 |
| Total participants | 2017-01-01 | 1 |
| Number of participants with account balances | 2017-01-01 | 1 |
| 2016: STEVEN F CUNDIFF, CPA, INC 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 1 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 1 |
| Total of all active and inactive participants | 2016-01-01 | 1 |
| Total participants | 2016-01-01 | 1 |
| Number of participants with account balances | 2016-01-01 | 1 |
| 2015: STEVEN F CUNDIFF, CPA, INC 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 1 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 1 |
| Total of all active and inactive participants | 2015-01-01 | 1 |
| Total participants | 2015-01-01 | 1 |
| Number of participants with account balances | 2015-01-01 | 1 |
| 2014: STEVEN F CUNDIFF, CPA, INC 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 1 |
| Total of all active and inactive participants | 2014-01-01 | 1 |
| Total participants | 2014-01-01 | 1 |
| Number of participants with account balances | 2014-01-01 | 1 |
| 2013: STEVEN F CUNDIFF, CPA, INC 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 1 |
| 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 | 1 |
| Total of all active and inactive participants | 2013-01-01 | 2 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
| Total participants | 2013-01-01 | 2 |
| Number of participants with account balances | 2013-01-01 | 2 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
| 2012: STEVEN F CUNDIFF, CPA, INC 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 1 |
| Number of retired or separated participants receiving benefits | 2012-01-01 | 2 |
| Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 0 |
| Total of all active and inactive participants | 2012-01-01 | 3 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
| Total participants | 2012-01-01 | 3 |
| Number of participants with account balances | 2012-01-01 | 2 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
| 2011: STEVEN F CUNDIFF, CPA, INC 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 1 |
| Number of retired or separated participants receiving benefits | 2011-01-01 | 2 |
| Total of all active and inactive participants | 2011-01-01 | 3 |
| Total participants | 2011-01-01 | 3 |
| Number of participants with account balances | 2011-01-01 | 3 |
| 2010: STEVEN F CUNDIFF, CPA, INC 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 2 |
| Number of retired or separated participants receiving benefits | 2010-01-01 | 1 |
| Total of all active and inactive participants | 2010-01-01 | 3 |
| Total participants | 2010-01-01 | 3 |
| Number of participants with account balances | 2010-01-01 | 3 |
| 2009: STEVEN F CUNDIFF, CPA, INC 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 2 |
| Number of retired or separated participants receiving benefits | 2009-01-01 | 1 |
| Total of all active and inactive participants | 2009-01-01 | 3 |
| Total participants | 2009-01-01 | 3 |
| Number of participants with account balances | 2009-01-01 | 3 |
| Measure | Date | Value |
|---|
| 2019 : STEVEN F CUNDIFF, CPA, INC 2019 401k financial data |
|---|
| Total income from all sources | 2019-12-31 | $398,804 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $1,921,985 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $1,921,985 |
| Total plan assets at end of year | 2019-12-31 | $0 |
| Total plan assets at beginning of year | 2019-12-31 | $1,523,181 |
| Other income received | 2019-12-31 | $398,804 |
| Net income (gross income less expenses) | 2019-12-31 | $-1,523,181 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $1,523,181 |
| 2018 : STEVEN F CUNDIFF, CPA, INC 2018 401k financial data |
|---|
| Total income from all sources | 2018-12-31 | $-84,904 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $0 |
| Total plan assets at end of year | 2018-12-31 | $1,523,181 |
| Total plan assets at beginning of year | 2018-12-31 | $1,608,085 |
| Other income received | 2018-12-31 | $-84,904 |
| Net income (gross income less expenses) | 2018-12-31 | $-84,904 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $1,523,181 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $1,608,085 |
| 2017 : STEVEN F CUNDIFF, CPA, INC 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $382,238 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $0 |
| Total plan assets at end of year | 2017-12-31 | $1,608,085 |
| Total plan assets at beginning of year | 2017-12-31 | $1,225,847 |
| Other income received | 2017-12-31 | $351,238 |
| Net income (gross income less expenses) | 2017-12-31 | $382,238 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $1,608,085 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $1,225,847 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $31,000 |
| 2016 : STEVEN F CUNDIFF, CPA, INC 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $115,956 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $0 |
| Total plan assets at end of year | 2016-12-31 | $1,225,847 |
| Total plan assets at beginning of year | 2016-12-31 | $1,109,891 |
| Other income received | 2016-12-31 | $84,956 |
| Net income (gross income less expenses) | 2016-12-31 | $115,956 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $1,225,847 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $1,109,891 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $31,000 |
| 2015 : STEVEN F CUNDIFF, CPA, INC 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $68,427 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $0 |
| Total plan assets at end of year | 2015-12-31 | $1,109,891 |
| Total plan assets at beginning of year | 2015-12-31 | $1,041,464 |
| Other income received | 2015-12-31 | $37,427 |
| Net income (gross income less expenses) | 2015-12-31 | $68,427 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $1,109,891 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $1,041,464 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $31,000 |
| 2014 : STEVEN F CUNDIFF, CPA, INC 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $89,686 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $183,760 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $183,760 |
| Total plan assets at end of year | 2014-12-31 | $1,041,464 |
| Total plan assets at beginning of year | 2014-12-31 | $1,135,538 |
| Other income received | 2014-12-31 | $58,686 |
| Net income (gross income less expenses) | 2014-12-31 | $-94,074 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $1,041,464 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $1,135,538 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $31,000 |
| 2013 : STEVEN F CUNDIFF, CPA, INC 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $291,570 |
| Total plan assets at end of year | 2013-12-31 | $1,135,538 |
| Total plan assets at beginning of year | 2013-12-31 | $843,968 |
| Expenses. Other expenses not covered elsewhere | 2013-12-31 | $0 |
| Other income received | 2013-12-31 | $291,570 |
| Net income (gross income less expenses) | 2013-12-31 | $291,570 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $1,135,538 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $843,968 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $0 |
| 2012 : STEVEN F CUNDIFF, CPA, INC 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $178,429 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $6,666 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $6,666 |
| Total plan assets at end of year | 2012-12-31 | $843,968 |
| Total plan assets at beginning of year | 2012-12-31 | $672,205 |
| Other income received | 2012-12-31 | $121,971 |
| Net income (gross income less expenses) | 2012-12-31 | $171,763 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $843,968 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $672,205 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $56,458 |
| 2011 : STEVEN F CUNDIFF, CPA, INC 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $13,363 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $869 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $869 |
| Total plan assets at end of year | 2011-12-31 | $672,205 |
| Total plan assets at beginning of year | 2011-12-31 | $659,711 |
| Other income received | 2011-12-31 | $-16,201 |
| Net income (gross income less expenses) | 2011-12-31 | $12,494 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $672,205 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $659,711 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $29,564 |
| 2010 : STEVEN F CUNDIFF, CPA, INC 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $97,444 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $5,651 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $5,651 |
| Total plan assets at end of year | 2010-12-31 | $659,711 |
| Total plan assets at beginning of year | 2010-12-31 | $567,918 |
| Other income received | 2010-12-31 | $77,622 |
| Net income (gross income less expenses) | 2010-12-31 | $91,793 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $659,711 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $567,918 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $19,822 |
| 2019: STEVEN F CUNDIFF, CPA, INC 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Submission has been amended | No |
| 2019-01-01 | This submission is the final filing | No |
| 2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-01-01 | Plan is a collectively bargained plan | No |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: STEVEN F CUNDIFF, CPA, INC 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Submission has been amended | No |
| 2018-01-01 | This submission is the final filing | No |
| 2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-01-01 | Plan is a collectively bargained plan | No |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: STEVEN F CUNDIFF, CPA, INC 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 | No |
| 2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 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: STEVEN F CUNDIFF, CPA, INC 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Submission has been amended | No |
| 2016-01-01 | This submission is the final filing | No |
| 2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-01-01 | Plan is a collectively bargained plan | No |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: STEVEN F CUNDIFF, CPA, INC 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Submission has been amended | No |
| 2015-01-01 | This submission is the final filing | No |
| 2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-01-01 | Plan is a collectively bargained plan | No |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: STEVEN F CUNDIFF, CPA, INC 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Submission has been amended | No |
| 2014-01-01 | This submission is the final filing | No |
| 2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-01-01 | Plan is a collectively bargained plan | No |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: STEVEN F CUNDIFF, CPA, INC 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Submission has been amended | No |
| 2013-01-01 | This submission is the final filing | No |
| 2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-01-01 | Plan is a collectively bargained plan | No |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: STEVEN F CUNDIFF, CPA, INC 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Submission has been amended | No |
| 2012-01-01 | This submission is the final filing | No |
| 2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-01-01 | Plan is a collectively bargained plan | No |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: STEVEN F CUNDIFF, CPA, INC 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Submission has been amended | No |
| 2011-01-01 | This submission is the final filing | No |
| 2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-01-01 | Plan is a collectively bargained plan | No |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2010: STEVEN F CUNDIFF, CPA, INC 2010 form 5500 responses |
|---|
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | Submission has been amended | No |
| 2010-01-01 | This submission is the final filing | No |
| 2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2010-01-01 | Plan is a collectively bargained plan | No |
| 2010-01-01 | Plan funding arrangement – Trust | Yes |
| 2010-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: STEVEN F CUNDIFF, CPA, INC 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | No |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan is a collectively bargained plan | No |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
