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ALEX ALONZO ACCOUNTANCY CORPORATION PROFIT SHARING PLAN 401k Plan overview

Plan NameALEX ALONZO ACCOUNTANCY CORPORATION PROFIT SHARING PLAN
Plan identification number 002

ALEX ALONZO ACCOUNTANCY CORPORATION PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing

401k Sponsoring company profile

ALEX ALONZO ACCOUNTANCY CORPORATION has sponsored the creation of one or more 401k plans.

Company Name:ALEX ALONZO ACCOUNTANCY CORPORATION
Employer identification number (EIN):942680718
NAIC Classification:541211
NAIC Description:Offices of Certified Public Accountants

Additional information about ALEX ALONZO ACCOUNTANCY CORPORATION

Jurisdiction of Incorporation: California Department of State
Incorporation Date: 1980-08-04
Company Identification Number: C0998948
Legal Registered Office Address: 650 North First Street

San Jose
United States of America (USA)
95112

More information about ALEX ALONZO ACCOUNTANCY CORPORATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ALEX ALONZO ACCOUNTANCY CORPORATION PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022019-01-01
0022018-01-01ALEX ALONZO
0022017-01-01ALEX ALONZO
0022016-01-01ALEX ALONZO
0022015-01-01ALEX ALONZO
0022014-01-01ALEX ALONZO
0022013-01-01ALEX ALONZO
0022012-01-01ALEX ALONZO
0022011-01-01ALEX ALONZO
0022009-01-01ALEX ALONZO

Financial Data on ALEX ALONZO ACCOUNTANCY CORPORATION PROFIT SHARING PLAN

Measure Date Value
2019 : ALEX ALONZO ACCOUNTANCY CORPORATION PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources2019-12-31$251,578
Expenses. Total of all expenses incurred2019-12-31$279,295
Benefits paid (including direct rollovers)2019-12-31$279,000
Total plan assets at end of year2019-12-31$4,166,337
Total plan assets at beginning of year2019-12-31$4,194,054
Assets. Value of loans (other than to participants)2019-12-31$3,607,514
Expenses. Other expenses not covered elsewhere2019-12-31$295
Other income received2019-12-31$251,578
Net income (gross income less expenses)2019-12-31$-27,717
Net plan assets at end of year (total assets less liabilities)2019-12-31$4,166,337
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$4,194,054
2018 : ALEX ALONZO ACCOUNTANCY CORPORATION PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources2018-12-31$159,796
Expenses. Total of all expenses incurred2018-12-31$167,219
Benefits paid (including direct rollovers)2018-12-31$166,000
Total plan assets at end of year2018-12-31$4,194,054
Total plan assets at beginning of year2018-12-31$4,201,477
Assets. Value of loans (other than to participants)2018-12-31$3,892,018
Expenses. Other expenses not covered elsewhere2018-12-31$1,219
Other income received2018-12-31$159,796
Net income (gross income less expenses)2018-12-31$-7,423
Net plan assets at end of year (total assets less liabilities)2018-12-31$4,194,054
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$4,201,477
2017 : ALEX ALONZO ACCOUNTANCY CORPORATION PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources2017-12-31$954,993
Expenses. Total of all expenses incurred2017-12-31$68,913
Benefits paid (including direct rollovers)2017-12-31$66,822
Total plan assets at end of year2017-12-31$4,201,477
Total plan assets at beginning of year2017-12-31$3,315,397
Assets. Value of loans (other than to participants)2017-12-31$1,835,622
Expenses. Other expenses not covered elsewhere2017-12-31$2,091
Other income received2017-12-31$954,993
Net income (gross income less expenses)2017-12-31$886,080
Net plan assets at end of year (total assets less liabilities)2017-12-31$4,201,477
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$3,315,397
Assets. Value of real-estate (other than employer real property)2017-12-31$420,000
2016 : ALEX ALONZO ACCOUNTANCY CORPORATION PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources2016-12-31$283,301
Expenses. Total of all expenses incurred2016-12-31$220,047
Benefits paid (including direct rollovers)2016-12-31$220,043
Total plan assets at end of year2016-12-31$3,315,397
Total plan assets at beginning of year2016-12-31$3,252,143
Assets. Value of loans (other than to participants)2016-12-31$90,000
Other income received2016-12-31$283,301
Net income (gross income less expenses)2016-12-31$63,254
Net plan assets at end of year (total assets less liabilities)2016-12-31$3,315,397
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$3,252,143
Assets. Value of real-estate (other than employer real property)2016-12-31$818,824
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$4
2015 : ALEX ALONZO ACCOUNTANCY CORPORATION PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-12-31$246,040
Expenses. Total of all expenses incurred2015-12-31$31,020
Benefits paid (including direct rollovers)2015-12-31$31,000
Total plan assets at end of year2015-12-31$3,252,143
Total plan assets at beginning of year2015-12-31$3,037,123
Assets. Value of loans (other than to participants)2015-12-31$2,383,233
Expenses. Other expenses not covered elsewhere2015-12-31$20
Other income received2015-12-31$246,040
Net income (gross income less expenses)2015-12-31$215,020
Net plan assets at end of year (total assets less liabilities)2015-12-31$3,252,143
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$3,037,123
Assets. Value of real-estate (other than employer real property)2015-12-31$758,824
2014 : ALEX ALONZO ACCOUNTANCY CORPORATION PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-12-31$205,007
Expenses. Total of all expenses incurred2014-12-31$20,000
Benefits paid (including direct rollovers)2014-12-31$20,000
Total plan assets at end of year2014-12-31$3,037,123
Total plan assets at beginning of year2014-12-31$2,852,116
Assets. Value of loans (other than to participants)2014-12-31$2,265,942
Other income received2014-12-31$205,007
Net income (gross income less expenses)2014-12-31$185,007
Net plan assets at end of year (total assets less liabilities)2014-12-31$3,037,123
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$2,852,116
Assets. Value of real-estate (other than employer real property)2014-12-31$758,824
2013 : ALEX ALONZO ACCOUNTANCY CORPORATION PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$223,981
Expenses. Total of all expenses incurred2013-12-31$30,000
Benefits paid (including direct rollovers)2013-12-31$30,000
Total plan assets at end of year2013-12-31$2,852,116
Total plan assets at beginning of year2013-12-31$2,658,135
Assets. Value of loans (other than to participants)2013-12-31$2,109,828
Other income received2013-12-31$223,981
Net income (gross income less expenses)2013-12-31$193,981
Net plan assets at end of year (total assets less liabilities)2013-12-31$2,852,116
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$2,658,135
Assets. Value of real-estate (other than employer real property)2013-12-31$741,176
2012 : ALEX ALONZO ACCOUNTANCY CORPORATION PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$178,574
Expenses. Total of all expenses incurred2012-12-31$50
Total plan assets at end of year2012-12-31$2,658,135
Total plan assets at beginning of year2012-12-31$2,479,611
Assets. Value of loans (other than to participants)2012-12-31$1,933,795
Expenses. Other expenses not covered elsewhere2012-12-31$50
Other income received2012-12-31$178,574
Net income (gross income less expenses)2012-12-31$178,524
Net plan assets at end of year (total assets less liabilities)2012-12-31$2,658,135
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$2,479,611
Assets. Value of real-estate (other than employer real property)2012-12-31$723,529
2011 : ALEX ALONZO ACCOUNTANCY CORPORATION PROFIT SHARING PLAN 2011 401k financial data
Total plan liabilities at beginning of year2011-12-31$14,626
Total income from all sources2011-12-31$209,001
Expenses. Total of all expenses incurred2011-12-31$156
Total plan assets at end of year2011-12-31$2,479,611
Total plan assets at beginning of year2011-12-31$2,285,392
Expenses. Other expenses not covered elsewhere2011-12-31$156
Other income received2011-12-31$209,001
Net income (gross income less expenses)2011-12-31$208,845
Net plan assets at end of year (total assets less liabilities)2011-12-31$2,479,611
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$2,270,766
2010 : ALEX ALONZO ACCOUNTANCY CORPORATION PROFIT SHARING PLAN 2010 401k financial data
Total plan liabilities at end of year2010-12-31$14,626
Total plan liabilities at beginning of year2010-12-31$19,901
Total income from all sources2010-12-31$210,572
Expenses. Total of all expenses incurred2010-12-31$563
Total plan assets at end of year2010-12-31$2,285,392
Total plan assets at beginning of year2010-12-31$2,080,658
Expenses. Other expenses not covered elsewhere2010-12-31$563
Other income received2010-12-31$210,572
Net income (gross income less expenses)2010-12-31$210,009
Net plan assets at end of year (total assets less liabilities)2010-12-31$2,270,766
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$2,060,757
Assets. Value of real-estate (other than employer real property)2010-12-31$843,750

Form 5500 Responses for ALEX ALONZO ACCOUNTANCY CORPORATION PROFIT SHARING PLAN

2019: ALEX ALONZO ACCOUNTANCY CORPORATION PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: ALEX ALONZO ACCOUNTANCY CORPORATION PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: ALEX ALONZO ACCOUNTANCY CORPORATION PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: ALEX ALONZO ACCOUNTANCY CORPORATION PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: ALEX ALONZO ACCOUNTANCY CORPORATION PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: ALEX ALONZO ACCOUNTANCY CORPORATION PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: ALEX ALONZO ACCOUNTANCY CORPORATION PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: ALEX ALONZO ACCOUNTANCY CORPORATION PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: ALEX ALONZO ACCOUNTANCY CORPORATION PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: ALEX ALONZO ACCOUNTANCY CORPORATION PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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