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JTH CPA LLC 401k Plan overview

Plan NameJTH CPA LLC
Plan identification number 001

JTH CPA LLC Benefits

401k Plan TypeDefined 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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

JTH CPA LLC has sponsored the creation of one or more 401k plans.

Company Name:JTH CPA LLC
Employer identification number (EIN):843576516
NAIC Classification:541211
NAIC Description:Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JTH CPA LLC

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01NICK RICE2024-09-12
0012022-01-01SHIRLEY HORNER2023-09-11
0012021-02-01NICK RICE2022-09-21

Financial Data on JTH CPA LLC

Measure Date Value
2025 : JTH CPA LLC 2025 401k financial data
Total expenses incurred by plan in this plan year2025-07-1815994
Net assets as of the end of the plan year2025-07-1872844
Total assets as of the beginning of the plan year2025-07-1838443
Value of plan covered by a fidelity bond2025-07-184000
Participant contributions to plan in this plan year2025-07-1844338
Other income to plan in this plan year2025-07-186057
Plan net income in this plan year2025-07-1834401
Net assets as of the end of the plan year2025-07-1872844
Net assets as of the beginning of the plan year2025-07-1838443
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-18834
2024 : JTH CPA LLC 2024 401k financial data
Total expenses incurred by plan in this plan year2024-09-121710
Net assets as of the end of the plan year2024-09-1238443
Total assets as of the beginning of the plan year2024-09-1217905
Value of plan covered by a fidelity bond2024-09-122000
Participant contributions to plan in this plan year2024-09-1217554
Other income to plan in this plan year2024-09-124694
Plan net income in this plan year2024-09-1220538
Net assets as of the end of the plan year2024-09-1238443
Net assets as of the beginning of the plan year2024-09-1217905
Expensese paid to adminstrative service provicers from plan in this plan year2024-09-12353
2022 : JTH CPA LLC 2022 401k financial data
Total expenses incurred by plan in this plan year2022-09-21865
Net assets as of the end of the plan year2022-09-217787
Value of plan covered by a fidelity bond2022-09-211000
Participant contributions to plan in this plan year2022-09-218278
Other income to plan in this plan year2022-09-21374
Plan net income in this plan year2022-09-217787
Net assets as of the end of the plan year2022-09-217787
Net assets as of the beginning of the plan year2022-09-210
Expensese paid to adminstrative service provicers from plan in this plan year2022-09-2155

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