401k Plan data: SEGHETTI & WAXLER, AN ACCOUNTANCY CORPORATION 401(K) PROFIT SHARING PLAN plan

SEGHETTI & WAXLER, AN ACCOUNTANCY CORPORATION 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	SEGHETTI & WAXLER, AN ACCOUNTANCY CORPORATION 401(K) PROFIT SHARING PLAN
Plan identification number	002

SEGHETTI & WAXLER, AN ACCOUNTANCY CORPORATION 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
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.

401k Sponsoring company profile

SEGHETTI & WAXLER, AN ACCOUNTANCY CORPORATION has sponsored the creation of one or more 401k plans.

Company Name: SEGHETTI & WAXLER, AN ACCOUNTANCY CORPORATION

Employer identification number (EIN): 942651987

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SEGHETTI & WAXLER, AN ACCOUNTANCY CORPORATION 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2015-01-01 DOUGLAS WAXLER
002 2014-01-01 DOUGLAS WAXLER
002 2013-01-01 DOUGLAS WAXLER
002 2012-01-01 DOUGLAS WAXLER
002 2011-01-01 DOUGLAS WAXLER
002 2009-01-01 DOUGLAS WAXLER
002 2009-01-01 DOUGLAS WAXLER

Plan id#	Filing Submission Date	Name of Administrator
002	2015-01-01	DOUGLAS WAXLER
002	2014-01-01	DOUGLAS WAXLER
002	2013-01-01	DOUGLAS WAXLER
002	2012-01-01	DOUGLAS WAXLER
002	2011-01-01	DOUGLAS WAXLER
002	2009-01-01	DOUGLAS WAXLER
002	2009-01-01	DOUGLAS WAXLER

Financial Data on SEGHETTI & WAXLER, AN ACCOUNTANCY CORPORATION 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2015 : SEGHETTI & WAXLER, AN ACCOUNTANCY CORPORATION 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total plan liabilities at beginning of year	2015-02-28	$200
Total income from all sources	2015-02-28	$-23,848
Expenses. Total of all expenses incurred	2015-02-28	$3,177,147
Benefits paid (including direct rollovers)	2015-02-28	$3,173,217
Total plan assets at end of year	2015-02-28	$0
Total plan assets at beginning of year	2015-02-28	$3,201,195
Value of fidelity bond covering the plan	2015-02-28	$350,000
Assets. Value of loans (other than to participants)	2015-02-28	$0
Other income received	2015-02-28	$-23,848
Net income (gross income less expenses)	2015-02-28	$-3,200,995
Net plan assets at end of year (total assets less liabilities)	2015-02-28	$0
Net plan assets at beginning of year (total assets less liabilities)	2015-02-28	$3,200,995
Assets. Value of participant loans	2015-02-28	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-02-28	$3,930
2014 : SEGHETTI & WAXLER, AN ACCOUNTANCY CORPORATION 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total plan liabilities at end of year	2014-12-31	$200
Total plan liabilities at beginning of year	2014-12-31	$205
Total income from all sources	2014-12-31	$121,874
Expenses. Total of all expenses incurred	2014-12-31	$83,493
Benefits paid (including direct rollovers)	2014-12-31	$48,878
Total plan assets at end of year	2014-12-31	$3,201,195
Total plan assets at beginning of year	2014-12-31	$3,162,819
Value of fidelity bond covering the plan	2014-12-31	$350,000
Assets. Value of loans (other than to participants)	2014-12-31	$20,263
Other income received	2014-12-31	$121,874
Net income (gross income less expenses)	2014-12-31	$38,381
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$3,200,995
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$3,162,614
Assets. Value of participant loans	2014-12-31	$35,291
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$34,615
2013 : SEGHETTI & WAXLER, AN ACCOUNTANCY CORPORATION 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total plan liabilities at end of year	2013-12-31	$205
Total income from all sources	2013-12-31	$359,279
Expenses. Total of all expenses incurred	2013-12-31	$72,634
Benefits paid (including direct rollovers)	2013-12-31	$45,000
Total plan assets at end of year	2013-12-31	$3,162,819
Total plan assets at beginning of year	2013-12-31	$2,875,969
Value of fidelity bond covering the plan	2013-12-31	$350,000
Assets. Value of loans (other than to participants)	2013-12-31	$36,192
Other income received	2013-12-31	$275,678
Net income (gross income less expenses)	2013-12-31	$286,645
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$3,162,614
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$2,875,969
Assets. Value of participant loans	2013-12-31	$14,676
Total contributions received or receivable from employer(s)	2013-12-31	$83,601
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$27,634
2012 : SEGHETTI & WAXLER, AN ACCOUNTANCY CORPORATION 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$233,804
Expenses. Total of all expenses incurred	2012-12-31	$16,461
Total plan assets at end of year	2012-12-31	$2,875,969
Total plan assets at beginning of year	2012-12-31	$2,658,626
Value of fidelity bond covering the plan	2012-12-31	$350,000
Assets. Value of loans (other than to participants)	2012-12-31	$50,900
Other income received	2012-12-31	$135,947
Net income (gross income less expenses)	2012-12-31	$217,343
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$2,875,969
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$2,658,626
Assets. Value of participant loans	2012-12-31	$26,855
Total contributions received or receivable from employer(s)	2012-12-31	$97,857
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$16,461
2011 : SEGHETTI & WAXLER, AN ACCOUNTANCY CORPORATION 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$156,656
Expenses. Total of all expenses incurred	2011-12-31	$10,976
Total plan assets at end of year	2011-12-31	$2,658,626
Total plan assets at beginning of year	2011-12-31	$2,512,946
Value of fidelity bond covering the plan	2011-12-31	$350,000
Assets. Value of loans (other than to participants)	2011-12-31	$64,481
Other income received	2011-12-31	$50,149
Net income (gross income less expenses)	2011-12-31	$145,680
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$2,658,626
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$2,512,946
Assets. Value of participant loans	2011-12-31	$38,458
Total contributions received or receivable from employer(s)	2011-12-31	$106,507
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$10,976
2010 : SEGHETTI & WAXLER, AN ACCOUNTANCY CORPORATION 401(K) PROFIT SHARING PLAN 2010 401k financial data
Transfers to/from the plan	2010-12-31	$0
Total plan liabilities at end of year	2010-12-31	$0
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$147,930
Expenses. Total of all expenses incurred	2010-12-31	$9,385
Benefits paid (including direct rollovers)	2010-12-31	$0
Total plan assets at end of year	2010-12-31	$2,512,946
Total plan assets at beginning of year	2010-12-31	$2,374,401
Value of fidelity bond covering the plan	2010-12-31	$300,000
Total contributions received or receivable from participants	2010-12-31	$0
Assets. Value of loans (other than to participants)	2010-12-31	$2,410
Expenses. Other expenses not covered elsewhere	2010-12-31	$0
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$48,392
Noncash contributions received	2010-12-31	$0
Net income (gross income less expenses)	2010-12-31	$138,545
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$2,512,946
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$2,374,401
Assets. Value of participant loans	2010-12-31	$38,375
Total contributions received or receivable from employer(s)	2010-12-31	$99,538
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$9,385

Form 5500 Responses for SEGHETTI & WAXLER, AN ACCOUNTANCY CORPORATION 401(K) PROFIT SHARING PLAN

2015: SEGHETTI & WAXLER, AN ACCOUNTANCY CORPORATION 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	This submission is the final filing	Yes
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: SEGHETTI & WAXLER, AN ACCOUNTANCY CORPORATION 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: SEGHETTI & WAXLER, AN ACCOUNTANCY CORPORATION 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: SEGHETTI & WAXLER, AN ACCOUNTANCY CORPORATION 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: SEGHETTI & WAXLER, AN ACCOUNTANCY CORPORATION 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: SEGHETTI & WAXLER, AN ACCOUNTANCY CORPORATION 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	SEGHETTI & WAXLER, AN ACCOUNTANCY CORPORATION
Employer identification number (EIN):	942651987
NAIC Classification:	541211
NAIC Description:	Offices of Certified Public Accountants