401k Plan data: R & A CPAS, P.C. 401(K) PROFIT SHARING PLAN plan

R & A CPAS, P.C. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	R & A CPAS, P.C. 401(K) PROFIT SHARING PLAN
Plan identification number	002

R & A CPAS, P.C. 401(K) PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
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.
Participant-directed brokerage accounts provided as an investment option under the plan.
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

R & A CPAS, P.C. has sponsored the creation of one or more 401k plans.

Company Name: R & A CPAS, P.C.

Employer identification number (EIN): 860550947

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan R & A CPAS, P.C. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-05-01
002 2017-05-01
002 2016-05-01
002 2015-05-01 JUDY RICHARDSON
002 2014-05-01 JUDY RICHARDSON
002 2013-05-01 JUDY RICHARDSON
002 2012-05-01 THOMAS FURRIER THOMAS FURRIER 2014-02-18
002 2011-05-01 THOMAS FURRIER THOMAS FURRIER 2013-01-28
002 2010-05-01 THOMAS FURRIER 2012-01-27 THOMAS FURRIER 2012-01-27

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2022-01-01
002	2021-01-01
002	2020-01-01
002	2019-01-01
002	2018-05-01
002	2017-05-01
002	2016-05-01
002	2015-05-01	JUDY RICHARDSON
002	2014-05-01	JUDY RICHARDSON
002	2013-05-01	JUDY RICHARDSON
002	2012-05-01	THOMAS FURRIER		THOMAS FURRIER	2014-02-18
002	2011-05-01	THOMAS FURRIER		THOMAS FURRIER	2013-01-28
002	2010-05-01	THOMAS FURRIER	2012-01-27	THOMAS FURRIER	2012-01-27

Plan Statistics for R & A CPAS, P.C. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for R & A CPAS, P.C. 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: R & A CPAS, P.C. 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 51
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 43
Number of retired or separated participants receiving benefits 2022-01-01 3
Number of other retired or separated participants entitled to future benefits 2022-01-01 10
Total of all active and inactive participants 2022-01-01 56
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 56
Number of participants with account balances 2022-01-01 54
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: R & A CPAS, P.C. 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 54
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 41
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 10
Total of all active and inactive participants 2021-01-01 51
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 51
Number of participants with account balances 2021-01-01 42
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 4
2020: R & A CPAS, P.C. 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 43
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 40
Number of retired or separated participants receiving benefits 2020-01-01 3
Number of other retired or separated participants entitled to future benefits 2020-01-01 8
Total of all active and inactive participants 2020-01-01 51
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 51
Number of participants with account balances 2020-01-01 47
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 3
2019: R & A CPAS, P.C. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 44
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 35
Number of retired or separated participants receiving benefits 2019-01-01 2
Number of other retired or separated participants entitled to future benefits 2019-01-01 3
Total of all active and inactive participants 2019-01-01 40
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 40
Number of participants with account balances 2019-01-01 40
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: R & A CPAS, P.C. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-05-01 38
Total number of active participants reported on line 7a of the Form 5500 2018-05-01 44
Number of retired or separated participants receiving benefits 2018-05-01 0
Number of other retired or separated participants entitled to future benefits 2018-05-01 0
Total of all active and inactive participants 2018-05-01 44
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-05-01 0
Total participants 2018-05-01 44
Number of participants with account balances 2018-05-01 43
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-05-01 0
2017: R & A CPAS, P.C. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-05-01 43
Total number of active participants reported on line 7a of the Form 5500 2017-05-01 38
Number of retired or separated participants receiving benefits 2017-05-01 0
Number of other retired or separated participants entitled to future benefits 2017-05-01 0
Total of all active and inactive participants 2017-05-01 38
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-05-01 0
Total participants 2017-05-01 38
Number of participants with account balances 2017-05-01 36
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-05-01 0
2016: R & A CPAS, P.C. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-05-01 49
Total number of active participants reported on line 7a of the Form 5500 2016-05-01 30
Number of retired or separated participants receiving benefits 2016-05-01 0
Number of other retired or separated participants entitled to future benefits 2016-05-01 13
Total of all active and inactive participants 2016-05-01 43
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-05-01 0
Total participants 2016-05-01 43
Number of participants with account balances 2016-05-01 43
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-05-01 1
2015: R & A CPAS, P.C. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-05-01 54
Total number of active participants reported on line 7a of the Form 5500 2015-05-01 25
Number of retired or separated participants receiving benefits 2015-05-01 0
Number of other retired or separated participants entitled to future benefits 2015-05-01 22
Total of all active and inactive participants 2015-05-01 47
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-05-01 0
Total participants 2015-05-01 47
Number of participants with account balances 2015-05-01 47
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-05-01 5
2014: R & A CPAS, P.C. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-05-01 46
Total number of active participants reported on line 7a of the Form 5500 2014-05-01 30
Number of retired or separated participants receiving benefits 2014-05-01 11
Number of other retired or separated participants entitled to future benefits 2014-05-01 9
Total of all active and inactive participants 2014-05-01 50
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-05-01 0
Total participants 2014-05-01 50
Number of participants with account balances 2014-05-01 50
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-05-01 0
2013: R & A CPAS, P.C. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-05-01 42
Total number of active participants reported on line 7a of the Form 5500 2013-05-01 25
Number of retired or separated participants receiving benefits 2013-05-01 21
Number of other retired or separated participants entitled to future benefits 2013-05-01 0
Total of all active and inactive participants 2013-05-01 46
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-05-01 0
Total participants 2013-05-01 46
Number of participants with account balances 2013-05-01 45
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-05-01 1
2012: R & A CPAS, P.C. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-05-01 34
Total number of active participants reported on line 7a of the Form 5500 2012-05-01 23
Number of retired or separated participants receiving benefits 2012-05-01 14
Total of all active and inactive participants 2012-05-01 37
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-05-01 0
Total participants 2012-05-01 37
Number of participants with account balances 2012-05-01 37
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-05-01 2
2011: R & A CPAS, P.C. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-05-01 33
Total number of active participants reported on line 7a of the Form 5500 2011-05-01 20
Number of retired or separated participants receiving benefits 2011-05-01 2
Number of other retired or separated participants entitled to future benefits 2011-05-01 11
Total of all active and inactive participants 2011-05-01 33
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-05-01 0
Total participants 2011-05-01 33
Number of participants with account balances 2011-05-01 33
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-05-01 3

Measure	Date	Value
2022: R & A CPAS, P.C. 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	51
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	43
Number of retired or separated participants receiving benefits	2022-01-01	3
Number of other retired or separated participants entitled to future benefits	2022-01-01	10
Total of all active and inactive participants	2022-01-01	56
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	56
Number of participants with account balances	2022-01-01	54
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: R & A CPAS, P.C. 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	54
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	41
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	10
Total of all active and inactive participants	2021-01-01	51
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	51
Number of participants with account balances	2021-01-01	42
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	4
2020: R & A CPAS, P.C. 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	43
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	40
Number of retired or separated participants receiving benefits	2020-01-01	3
Number of other retired or separated participants entitled to future benefits	2020-01-01	8
Total of all active and inactive participants	2020-01-01	51
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	51
Number of participants with account balances	2020-01-01	47
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	3
2019: R & A CPAS, P.C. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	44
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	35
Number of retired or separated participants receiving benefits	2019-01-01	2
Number of other retired or separated participants entitled to future benefits	2019-01-01	3
Total of all active and inactive participants	2019-01-01	40
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	40
Number of participants with account balances	2019-01-01	40
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: R & A CPAS, P.C. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-05-01	38
Total number of active participants reported on line 7a of the Form 5500	2018-05-01	44
Number of retired or separated participants receiving benefits	2018-05-01	0
Number of other retired or separated participants entitled to future benefits	2018-05-01	0
Total of all active and inactive participants	2018-05-01	44
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-05-01	0
Total participants	2018-05-01	44
Number of participants with account balances	2018-05-01	43
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-05-01	0
2017: R & A CPAS, P.C. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-05-01	43
Total number of active participants reported on line 7a of the Form 5500	2017-05-01	38
Number of retired or separated participants receiving benefits	2017-05-01	0
Number of other retired or separated participants entitled to future benefits	2017-05-01	0
Total of all active and inactive participants	2017-05-01	38
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-05-01	0
Total participants	2017-05-01	38
Number of participants with account balances	2017-05-01	36
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-05-01	0
2016: R & A CPAS, P.C. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-05-01	49
Total number of active participants reported on line 7a of the Form 5500	2016-05-01	30
Number of retired or separated participants receiving benefits	2016-05-01	0
Number of other retired or separated participants entitled to future benefits	2016-05-01	13
Total of all active and inactive participants	2016-05-01	43
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-05-01	0
Total participants	2016-05-01	43
Number of participants with account balances	2016-05-01	43
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-05-01	1
2015: R & A CPAS, P.C. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-05-01	54
Total number of active participants reported on line 7a of the Form 5500	2015-05-01	25
Number of retired or separated participants receiving benefits	2015-05-01	0
Number of other retired or separated participants entitled to future benefits	2015-05-01	22
Total of all active and inactive participants	2015-05-01	47
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-05-01	0
Total participants	2015-05-01	47
Number of participants with account balances	2015-05-01	47
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-05-01	5
2014: R & A CPAS, P.C. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-05-01	46
Total number of active participants reported on line 7a of the Form 5500	2014-05-01	30
Number of retired or separated participants receiving benefits	2014-05-01	11
Number of other retired or separated participants entitled to future benefits	2014-05-01	9
Total of all active and inactive participants	2014-05-01	50
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-05-01	0
Total participants	2014-05-01	50
Number of participants with account balances	2014-05-01	50
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-05-01	0
2013: R & A CPAS, P.C. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-05-01	42
Total number of active participants reported on line 7a of the Form 5500	2013-05-01	25
Number of retired or separated participants receiving benefits	2013-05-01	21
Number of other retired or separated participants entitled to future benefits	2013-05-01	0
Total of all active and inactive participants	2013-05-01	46
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-05-01	0
Total participants	2013-05-01	46
Number of participants with account balances	2013-05-01	45
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-05-01	1
2012: R & A CPAS, P.C. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-05-01	34
Total number of active participants reported on line 7a of the Form 5500	2012-05-01	23
Number of retired or separated participants receiving benefits	2012-05-01	14
Total of all active and inactive participants	2012-05-01	37
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-05-01	0
Total participants	2012-05-01	37
Number of participants with account balances	2012-05-01	37
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-05-01	2
2011: R & A CPAS, P.C. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-05-01	33
Total number of active participants reported on line 7a of the Form 5500	2011-05-01	20
Number of retired or separated participants receiving benefits	2011-05-01	2
Number of other retired or separated participants entitled to future benefits	2011-05-01	11
Total of all active and inactive participants	2011-05-01	33
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-05-01	0
Total participants	2011-05-01	33
Number of participants with account balances	2011-05-01	33
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-05-01	3

Financial Data on R & A CPAS, P.C. 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2022 : R & A CPAS, P.C. 401(K) PROFIT SHARING PLAN 2022 401k financial data
Transfers to/from the plan	2022-12-31	$0
Total income from all sources	2022-12-31	$-461,293
Expenses. Total of all expenses incurred	2022-12-31	$74,303
Benefits paid (including direct rollovers)	2022-12-31	$38,632
Total plan assets at end of year	2022-12-31	$8,256,200
Total plan assets at beginning of year	2022-12-31	$8,791,796
Value of fidelity bond covering the plan	2022-12-31	$500,000
Total contributions received or receivable from participants	2022-12-31	$411,624
Expenses. Other expenses not covered elsewhere	2022-12-31	$0
Contributions received from other sources (not participants or employers)	2022-12-31	$159,723
Other income received	2022-12-31	$-1,194,986
Net income (gross income less expenses)	2022-12-31	$-535,596
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$8,256,200
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$8,791,796
Assets. Value of participant loans	2022-12-31	$47,191
Assets. Value of assets in partnership/joint-venture interests	2022-12-31	$1,040,000
Total contributions received or receivable from employer(s)	2022-12-31	$162,346
Value of certain deemed distributions of participant loans	2022-12-31	$0
Value of corrective distributions	2022-12-31	$9
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$35,662
2021 : R & A CPAS, P.C. 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$1,877,542
Expenses. Total of all expenses incurred	2021-12-31	$721,745
Benefits paid (including direct rollovers)	2021-12-31	$686,190
Total plan assets at end of year	2021-12-31	$8,791,796
Total plan assets at beginning of year	2021-12-31	$7,635,999
Value of fidelity bond covering the plan	2021-12-31	$500,000
Total contributions received or receivable from participants	2021-12-31	$341,425
Other income received	2021-12-31	$1,369,545
Net income (gross income less expenses)	2021-12-31	$1,155,797
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$8,791,796
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$7,635,999
Assets. Value of participant loans	2021-12-31	$62,206
Assets. Value of assets in partnership/joint-venture interests	2021-12-31	$845,000
Total contributions received or receivable from employer(s)	2021-12-31	$166,572
Value of certain deemed distributions of participant loans	2021-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$35,555
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
2020 : R & A CPAS, P.C. 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$1,516,264
Expenses. Total of all expenses incurred	2020-12-31	$42,697
Benefits paid (including direct rollovers)	2020-12-31	$14,628
Total plan assets at end of year	2020-12-31	$7,635,999
Total plan assets at beginning of year	2020-12-31	$6,162,432
Value of fidelity bond covering the plan	2020-12-31	$500,000
Total contributions received or receivable from participants	2020-12-31	$299,997
Other income received	2020-12-31	$1,037,718
Net income (gross income less expenses)	2020-12-31	$1,473,567
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$7,635,999
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$6,162,432
Assets. Value of participant loans	2020-12-31	$74,428
Assets. Value of assets in partnership/joint-venture interests	2020-12-31	$902,447
Total contributions received or receivable from employer(s)	2020-12-31	$178,549
Value of certain deemed distributions of participant loans	2020-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$28,069
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
2019 : R & A CPAS, P.C. 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$590,654
Expenses. Total of all expenses incurred	2019-12-31	$48,389
Benefits paid (including direct rollovers)	2019-12-31	$28,333
Total plan assets at end of year	2019-12-31	$6,162,432
Total plan assets at beginning of year	2019-12-31	$5,620,167
Value of fidelity bond covering the plan	2019-12-31	$500,000
Total contributions received or receivable from participants	2019-12-31	$277,480
Contributions received from other sources (not participants or employers)	2019-12-31	$-1,382
Other income received	2019-12-31	$165,163
Net income (gross income less expenses)	2019-12-31	$542,265
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$6,162,432
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$5,620,167
Assets. Value of participant loans	2019-12-31	$33,549
Assets. Value of assets in partnership/joint-venture interests	2019-12-31	$609,900
Total contributions received or receivable from employer(s)	2019-12-31	$149,393
Value of certain deemed distributions of participant loans	2019-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$20,056
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
2018 : R & A CPAS, P.C. 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$295,496
Expenses. Total of all expenses incurred	2018-12-31	$11,646
Benefits paid (including direct rollovers)	2018-12-31	$11,646
Total plan assets at end of year	2018-12-31	$5,620,167
Total plan assets at beginning of year	2018-12-31	$5,336,317
Value of fidelity bond covering the plan	2018-12-31	$500,000
Total contributions received or receivable from participants	2018-12-31	$210,867
Expenses. Other expenses not covered elsewhere	2018-12-31	$0
Contributions received from other sources (not participants or employers)	2018-12-31	$0
Other income received	2018-12-31	$-150,667
Noncash contributions received	2018-12-31	$0
Net income (gross income less expenses)	2018-12-31	$283,850
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$5,620,167
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$5,336,317
Assets. Value of assets in partnership/joint-venture interests	2018-12-31	$632,758
Total contributions received or receivable from employer(s)	2018-12-31	$235,296
Value of certain deemed distributions of participant loans	2018-12-31	$0
Value of corrective distributions	2018-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$0
Transfers to/from the plan	2018-04-30	$0
Total income from all sources	2018-04-30	$500,974
Expenses. Total of all expenses incurred	2018-04-30	$17,982
Benefits paid (including direct rollovers)	2018-04-30	$17,982
Total plan assets at end of year	2018-04-30	$5,336,317
Total plan assets at beginning of year	2018-04-30	$4,853,325
Value of fidelity bond covering the plan	2018-04-30	$100,000
Total contributions received or receivable from participants	2018-04-30	$237,023
Expenses. Other expenses not covered elsewhere	2018-04-30	$0
Contributions received from other sources (not participants or employers)	2018-04-30	$0
Other income received	2018-04-30	$128,548
Noncash contributions received	2018-04-30	$0
Net income (gross income less expenses)	2018-04-30	$482,992
Net plan assets at end of year (total assets less liabilities)	2018-04-30	$5,336,317
Net plan assets at beginning of year (total assets less liabilities)	2018-04-30	$4,853,325
Assets. Value of participant loans	2018-04-30	$42,656
Assets. Value of assets in partnership/joint-venture interests	2018-04-30	$545,933
Total contributions received or receivable from employer(s)	2018-04-30	$135,403
Value of certain deemed distributions of participant loans	2018-04-30	$0
Value of corrective distributions	2018-04-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2018-04-30	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-04-30	$0
2017 : R & A CPAS, P.C. 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources	2017-04-30	$817,077
Expenses. Total of all expenses incurred	2017-04-30	$95,583
Benefits paid (including direct rollovers)	2017-04-30	$54,917
Total plan assets at end of year	2017-04-30	$4,853,325
Total plan assets at beginning of year	2017-04-30	$4,131,831
Value of fidelity bond covering the plan	2017-04-30	$1,000,000
Total contributions received or receivable from participants	2017-04-30	$221,276
Other income received	2017-04-30	$444,264
Net income (gross income less expenses)	2017-04-30	$721,494
Net plan assets at end of year (total assets less liabilities)	2017-04-30	$4,853,325
Net plan assets at beginning of year (total assets less liabilities)	2017-04-30	$4,131,831
Assets. Value of participant loans	2017-04-30	$16,107
Assets. Value of assets in partnership/joint-venture interests	2017-04-30	$437,986
Total contributions received or receivable from employer(s)	2017-04-30	$151,537
Expenses. Administrative service providers (salaries,fees and commissions)	2017-04-30	$40,666
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-04-30	$0
2016 : R & A CPAS, P.C. 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources	2016-04-30	$181,170
Expenses. Total of all expenses incurred	2016-04-30	$157,019
Benefits paid (including direct rollovers)	2016-04-30	$120,879
Total plan assets at end of year	2016-04-30	$4,131,831
Total plan assets at beginning of year	2016-04-30	$4,107,680
Value of fidelity bond covering the plan	2016-04-30	$1,000,000
Total contributions received or receivable from participants	2016-04-30	$192,318
Contributions received from other sources (not participants or employers)	2016-04-30	$15,426
Other income received	2016-04-30	$-154,522
Net income (gross income less expenses)	2016-04-30	$24,151
Net plan assets at end of year (total assets less liabilities)	2016-04-30	$4,131,831
Net plan assets at beginning of year (total assets less liabilities)	2016-04-30	$4,107,680
Assets. Value of participant loans	2016-04-30	$16,976
Assets. Value of assets in partnership/joint-venture interests	2016-04-30	$412,275
Total contributions received or receivable from employer(s)	2016-04-30	$127,948
Expenses. Administrative service providers (salaries,fees and commissions)	2016-04-30	$36,140
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-04-30	$0
2015 : R & A CPAS, P.C. 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-04-30	$479,380
Expenses. Total of all expenses incurred	2015-04-30	$92,780
Benefits paid (including direct rollovers)	2015-04-30	$61,328
Total plan assets at end of year	2015-04-30	$4,107,680
Total plan assets at beginning of year	2015-04-30	$3,721,080
Value of fidelity bond covering the plan	2015-04-30	$1,000,000
Total contributions received or receivable from participants	2015-04-30	$186,357
Contributions received from other sources (not participants or employers)	2015-04-30	$1,092
Other income received	2015-04-30	$152,613
Net income (gross income less expenses)	2015-04-30	$386,600
Net plan assets at end of year (total assets less liabilities)	2015-04-30	$4,107,680
Net plan assets at beginning of year (total assets less liabilities)	2015-04-30	$3,721,080
Assets. Value of participant loans	2015-04-30	$18,702
Assets. Value of assets in partnership/joint-venture interests	2015-04-30	$52,587
Total contributions received or receivable from employer(s)	2015-04-30	$139,318
Expenses. Administrative service providers (salaries,fees and commissions)	2015-04-30	$31,452
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-04-30	$0
2014 : R & A CPAS, P.C. 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-04-30	$288,660
Expenses. Total of all expenses incurred	2014-04-30	$61,130
Benefits paid (including direct rollovers)	2014-04-30	$39,850
Total plan assets at end of year	2014-04-30	$3,721,080
Total plan assets at beginning of year	2014-04-30	$3,493,550
Value of fidelity bond covering the plan	2014-04-30	$1,000,000
Total contributions received or receivable from participants	2014-04-30	$143,710
Contributions received from other sources (not participants or employers)	2014-04-30	$14,920
Other income received	2014-04-30	$17,244
Net income (gross income less expenses)	2014-04-30	$227,530
Net plan assets at end of year (total assets less liabilities)	2014-04-30	$3,721,080
Net plan assets at beginning of year (total assets less liabilities)	2014-04-30	$3,493,550
Assets. Value of participant loans	2014-04-30	$85
Assets. Value of assets in partnership/joint-venture interests	2014-04-30	$51,006
Total contributions received or receivable from employer(s)	2014-04-30	$112,786
Expenses. Administrative service providers (salaries,fees and commissions)	2014-04-30	$21,280
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-04-30	$0
2013 : R & A CPAS, P.C. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-04-30	$410,976
Expenses. Total of all expenses incurred	2013-04-30	$147,334
Benefits paid (including direct rollovers)	2013-04-30	$126,332
Total plan assets at end of year	2013-04-30	$3,493,550
Total plan assets at beginning of year	2013-04-30	$3,229,908
Value of fidelity bond covering the plan	2013-04-30	$1,000,000
Total contributions received or receivable from participants	2013-04-30	$115,452
Contributions received from other sources (not participants or employers)	2013-04-30	$0
Other income received	2013-04-30	$196,347
Net income (gross income less expenses)	2013-04-30	$263,642
Net plan assets at end of year (total assets less liabilities)	2013-04-30	$3,493,550
Net plan assets at beginning of year (total assets less liabilities)	2013-04-30	$3,229,908
Assets. Value of participant loans	2013-04-30	$117
Assets. Value of assets in partnership/joint-venture interests	2013-04-30	$60,400
Total contributions received or receivable from employer(s)	2013-04-30	$99,177
Expenses. Administrative service providers (salaries,fees and commissions)	2013-04-30	$21,002
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-04-30	$0
2012 : R & A CPAS, P.C. 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-04-30	$64,761
Expenses. Total of all expenses incurred	2012-04-30	$90,222
Benefits paid (including direct rollovers)	2012-04-30	$63,809
Total plan assets at end of year	2012-04-30	$3,229,908
Total plan assets at beginning of year	2012-04-30	$3,255,369
Value of fidelity bond covering the plan	2012-04-30	$1,000,000
Total contributions received or receivable from participants	2012-04-30	$101,047
Expenses. Other expenses not covered elsewhere	2012-04-30	$809
Contributions received from other sources (not participants or employers)	2012-04-30	$20,415
Other income received	2012-04-30	$-162,389
Net income (gross income less expenses)	2012-04-30	$-25,461
Net plan assets at end of year (total assets less liabilities)	2012-04-30	$3,229,908
Net plan assets at beginning of year (total assets less liabilities)	2012-04-30	$3,255,369
Assets. Value of participant loans	2012-04-30	$85
Assets. Value of assets in partnership/joint-venture interests	2012-04-30	$92,200
Total contributions received or receivable from employer(s)	2012-04-30	$105,688
Expenses. Administrative service providers (salaries,fees and commissions)	2012-04-30	$25,604
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-04-30	$0

Form 5500 Responses for R & A CPAS, P.C. 401(K) PROFIT SHARING PLAN

2022: R & A CPAS, P.C. 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: R & A CPAS, P.C. 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: R & A CPAS, P.C. 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: R & A CPAS, P.C. 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
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: R & A CPAS, P.C. 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-05-01	Type of plan entity	Single employer plan
2018-05-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2018-05-01	Plan funding arrangement – Trust	Yes
2018-05-01	Plan benefit arrangement - Trust	Yes
2017: R & A CPAS, P.C. 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-05-01	Type of plan entity	Single employer plan
2017-05-01	Plan funding arrangement – Trust	Yes
2017-05-01	Plan benefit arrangement - Trust	Yes
2016: R & A CPAS, P.C. 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-05-01	Type of plan entity	Single employer plan
2016-05-01	Submission has been amended	No
2016-05-01	This submission is the final filing	No
2016-05-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-05-01	Plan is a collectively bargained plan	No
2016-05-01	Plan funding arrangement – Trust	Yes
2016-05-01	Plan benefit arrangement - Trust	Yes
2015: R & A CPAS, P.C. 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-05-01	Type of plan entity	Single employer plan
2015-05-01	Submission has been amended	No
2015-05-01	This submission is the final filing	No
2015-05-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-05-01	Plan is a collectively bargained plan	No
2015-05-01	Plan funding arrangement – Trust	Yes
2015-05-01	Plan benefit arrangement - Trust	Yes
2014: R & A CPAS, P.C. 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-05-01	Type of plan entity	Single employer plan
2014-05-01	Submission has been amended	No
2014-05-01	This submission is the final filing	No
2014-05-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-05-01	Plan is a collectively bargained plan	No
2014-05-01	Plan funding arrangement – Trust	Yes
2014-05-01	Plan benefit arrangement - Trust	Yes
2013: R & A CPAS, P.C. 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-05-01	Type of plan entity	Single employer plan
2013-05-01	Submission has been amended	No
2013-05-01	This submission is the final filing	No
2013-05-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-05-01	Plan is a collectively bargained plan	No
2013-05-01	Plan funding arrangement – Trust	Yes
2013-05-01	Plan benefit arrangement - Trust	Yes
2012: R & A CPAS, P.C. 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-05-01	Type of plan entity	Single employer plan
2012-05-01	Submission has been amended	No
2012-05-01	This submission is the final filing	No
2012-05-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-05-01	Plan is a collectively bargained plan	No
2012-05-01	Plan funding arrangement – Trust	Yes
2012-05-01	Plan benefit arrangement - Trust	Yes
2011: R & A CPAS, P.C. 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-05-01	Type of plan entity	Single employer plan
2011-05-01	Submission has been amended	No
2011-05-01	This submission is the final filing	No
2011-05-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-05-01	Plan is a collectively bargained plan	No
2011-05-01	Plan funding arrangement – Trust	Yes
2011-05-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

GAP-CP-KF3G

Policy instance

Insurance contract or identification number	GAP-CP-KF3G
Number of Individuals Covered	54
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

GAP-CP-KF3G

Policy instance

Insurance contract or identification number	GAP-CP-KF3G
Number of Individuals Covered	42
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

GAP-CP-KF3G

Policy instance

Insurance contract or identification number	GAP-CP-KF3G
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

GAP-CP-KF3G

Policy instance

Insurance contract or identification number	GAP-CP-KF3G
Number of Individuals Covered	40
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes

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Company Name:	R & A CPAS, P.C.
Employer identification number (EIN):	860550947
NAIC Classification:	541211
NAIC Description:	Offices of Certified Public Accountants