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Plan Name | CRAIG FRANKLIN, CPA, P.C. PROFIT SHARING PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
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Company Name: | CRAIG FRANKLIN, CPA, P.C. |
Employer identification number (EIN): | 742848805 |
NAIC Classification: | 541211 |
NAIC Description: | Offices of Certified Public Accountants |
Additional information about CRAIG FRANKLIN, CPA, P.C.
Jurisdiction of Incorporation: | Texas Secretary of State |
Incorporation Date: | 1997-09-03 |
Company Identification Number: | 0092338302 |
Legal Registered Office Address: |
16797 SAN PEDRO AVE SAN ANTONIO United States of America (USA) 78232 |
More information about CRAIG FRANKLIN, CPA, P.C.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2022-01-01 | DEBBIE LLEWELLYN | 2023-10-16 | ||
001 | 2021-01-01 | DEBBIE LLEWELLYN | 2022-05-25 | ||
001 | 2020-01-01 | DEBBIE LLEWELLYN | 2021-08-09 | ||
001 | 2019-01-01 | ||||
001 | 2018-01-01 | ||||
001 | 2017-01-01 | CRAIG FRANKLIN | CRAIG FRANKLIN | 2018-01-26 | |
001 | 2016-01-01 | CRAIG FRANKLIN | CRAIG FRANKLIN | 2017-07-05 | |
001 | 2015-01-01 | CRAIG FRANKLIN | CRAIG FRANKLIN | 2016-07-20 | |
001 | 2014-01-01 | CRAIG FRANKLIN | CRAIG FRANKLIN | 2015-10-11 | |
001 | 2013-01-01 | CRAIG FRANKLIN | 2014-10-09 | CRAIG FRANKLIN | 2014-10-09 |
001 | 2012-01-01 | CRAIG FRANKLIN | 2013-07-22 | CRAIG FRANKLIN | 2013-07-22 |
001 | 2011-01-01 | CRAIG FRANKLIN | 2012-06-28 | CRAIG FRANKLIN | 2012-06-28 |
001 | 2010-01-01 | CRAIG FRANKLIN | 2011-10-11 | CRAIG FRANKLIN | 2011-10-11 |
Measure | Date | Value |
---|---|---|
2019: CRAIG FRANKLIN, CPA, P.C. PROFIT SHARING PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 11 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 9 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 1 |
Total of all active and inactive participants | 2019-01-01 | 10 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 10 |
Number of participants with account balances | 2019-01-01 | 10 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: CRAIG FRANKLIN, CPA, P.C. PROFIT SHARING PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 10 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 10 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 1 |
Total of all active and inactive participants | 2018-01-01 | 11 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 11 |
Number of participants with account balances | 2018-01-01 | 11 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: CRAIG FRANKLIN, CPA, P.C. PROFIT SHARING PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 11 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 9 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 1 |
Total of all active and inactive participants | 2017-01-01 | 10 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 10 |
Number of participants with account balances | 2017-01-01 | 10 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: CRAIG FRANKLIN, CPA, P.C. PROFIT SHARING PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 10 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 7 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 2 |
Total of all active and inactive participants | 2016-01-01 | 9 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 9 |
Number of participants with account balances | 2016-01-01 | 9 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 2 |
2015: CRAIG FRANKLIN, CPA, P.C. PROFIT SHARING PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 8 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 7 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 1 |
Total of all active and inactive participants | 2015-01-01 | 8 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 8 |
Number of participants with account balances | 2015-01-01 | 7 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: CRAIG FRANKLIN, CPA, P.C. PROFIT SHARING PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 8 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 8 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 0 |
Total of all active and inactive participants | 2014-01-01 | 8 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 8 |
Number of participants with account balances | 2014-01-01 | 7 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2019 : CRAIG FRANKLIN, CPA, P.C. PROFIT SHARING PLAN 2019 401k financial data | ||
Total income from all sources | 2019-12-31 | $249,865 |
Expenses. Total of all expenses incurred | 2019-12-31 | $3,540 |
Total plan assets at end of year | 2019-12-31 | $865,088 |
Total plan assets at beginning of year | 2019-12-31 | $618,763 |
Total contributions received or receivable from participants | 2019-12-31 | $99,579 |
Other income received | 2019-12-31 | $116,422 |
Net income (gross income less expenses) | 2019-12-31 | $246,325 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $865,088 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $618,763 |
Total contributions received or receivable from employer(s) | 2019-12-31 | $33,864 |
Value of certain deemed distributions of participant loans | 2019-12-31 | $64 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $3,476 |
2018 : CRAIG FRANKLIN, CPA, P.C. PROFIT SHARING PLAN 2018 401k financial data | ||
Total income from all sources | 2018-12-31 | $74,044 |
Expenses. Total of all expenses incurred | 2018-12-31 | $2,370 |
Total plan assets at end of year | 2018-12-31 | $618,763 |
Total plan assets at beginning of year | 2018-12-31 | $547,089 |
Value of fidelity bond covering the plan | 2018-12-31 | $45,000 |
Total contributions received or receivable from participants | 2018-12-31 | $75,757 |
Other income received | 2018-12-31 | $-32,673 |
Net income (gross income less expenses) | 2018-12-31 | $71,674 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $618,763 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $547,089 |
Assets. Value of participant loans | 2018-12-31 | $61,776 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $30,960 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $2,370 |
2017 : CRAIG FRANKLIN, CPA, P.C. PROFIT SHARING PLAN 2017 401k financial data | ||
Total income from all sources | 2017-12-31 | $101,803 |
Expenses. Total of all expenses incurred | 2017-12-31 | $8,636 |
Benefits paid (including direct rollovers) | 2017-12-31 | $7,313 |
Total plan assets at end of year | 2017-12-31 | $547,089 |
Total plan assets at beginning of year | 2017-12-31 | $453,922 |
Value of fidelity bond covering the plan | 2017-12-31 | $45,000 |
Total contributions received or receivable from participants | 2017-12-31 | $61,212 |
Other income received | 2017-12-31 | $-16,778 |
Net income (gross income less expenses) | 2017-12-31 | $93,167 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $547,089 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $453,922 |
Assets. Value of participant loans | 2017-12-31 | $68,812 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $57,369 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $1,323 |
2016 : CRAIG FRANKLIN, CPA, P.C. PROFIT SHARING PLAN 2016 401k financial data | ||
Total income from all sources | 2016-12-31 | $109,173 |
Expenses. Total of all expenses incurred | 2016-12-31 | $15,104 |
Benefits paid (including direct rollovers) | 2016-12-31 | $4,126 |
Total plan assets at end of year | 2016-12-31 | $453,922 |
Total plan assets at beginning of year | 2016-12-31 | $359,853 |
Value of fidelity bond covering the plan | 2016-12-31 | $35,000 |
Total contributions received or receivable from participants | 2016-12-31 | $57,943 |
Other income received | 2016-12-31 | $-34,351 |
Net income (gross income less expenses) | 2016-12-31 | $94,069 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $453,922 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $359,853 |
Assets. Value of participant loans | 2016-12-31 | $42,019 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $85,581 |
Value of certain deemed distributions of participant loans | 2016-12-31 | $10,978 |
2015 : CRAIG FRANKLIN, CPA, P.C. PROFIT SHARING PLAN 2015 401k financial data | ||
Total income from all sources | 2015-12-31 | $36,459 |
Expenses. Total of all expenses incurred | 2015-12-31 | $25,459 |
Benefits paid (including direct rollovers) | 2015-12-31 | $25,391 |
Total plan assets at end of year | 2015-12-31 | $359,853 |
Total plan assets at beginning of year | 2015-12-31 | $348,853 |
Value of fidelity bond covering the plan | 2015-12-31 | $35,000 |
Total contributions received or receivable from participants | 2015-12-31 | $48,199 |
Other income received | 2015-12-31 | $-33,112 |
Net income (gross income less expenses) | 2015-12-31 | $11,000 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $359,853 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $348,853 |
Assets. Value of participant loans | 2015-12-31 | $19,617 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $21,372 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $68 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
2014 : CRAIG FRANKLIN, CPA, P.C. PROFIT SHARING PLAN 2014 401k financial data | ||
Total income from all sources | 2014-12-31 | $63,033 |
Expenses. Total of all expenses incurred | 2014-12-31 | $7,542 |
Benefits paid (including direct rollovers) | 2014-12-31 | $7,484 |
Total plan assets at end of year | 2014-12-31 | $348,853 |
Total plan assets at beginning of year | 2014-12-31 | $293,362 |
Value of fidelity bond covering the plan | 2014-12-31 | $35,000 |
Total contributions received or receivable from participants | 2014-12-31 | $30,928 |
Assets. Value of loans (other than to participants) | 2014-12-31 | $28,875 |
Contributions received from other sources (not participants or employers) | 2014-12-31 | $10,683 |
Other income received | 2014-12-31 | $1,120 |
Net income (gross income less expenses) | 2014-12-31 | $55,491 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $348,853 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $293,362 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $20,302 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $58 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
2019: CRAIG FRANKLIN, CPA, P.C. PROFIT SHARING PLAN 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 – Insurance | Yes |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement – Insurance | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: CRAIG FRANKLIN, CPA, P.C. PROFIT SHARING PLAN 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: CRAIG FRANKLIN, CPA, P.C. PROFIT SHARING PLAN 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: CRAIG FRANKLIN, CPA, P.C. PROFIT SHARING PLAN 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: CRAIG FRANKLIN, CPA, P.C. PROFIT SHARING PLAN 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: CRAIG FRANKLIN, CPA, P.C. PROFIT SHARING PLAN 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 |