401k Plan data: CONSIDINE & CONSIDINE 401(K) PROFIT SHARING PLAN AND TRUST plan

CONSIDINE & CONSIDINE 401(K) PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan Name	CONSIDINE & CONSIDINE 401(K) PROFIT SHARING PLAN AND TRUST
Plan identification number	002

CONSIDINE & CONSIDINE 401(K) PROFIT SHARING PLAN AND TRUST 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
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

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

Company Name: CONSIDINE & CONSIDINE AN ACCOUNTANCY CORPORATION

Employer identification number (EIN): 952694444

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CONSIDINE & CONSIDINE 401(K) PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01 JIM SWARTOUT 2023-09-20 JIM SWARTOUT 2023-09-20
002 2021-10-01
002 2020-10-01
002 2019-10-01
002 2018-10-01
002 2017-10-01 JIM SWARTOUT JIM SWARTOUT 2019-02-07
002 2016-10-01 JIM SWARTOUT JIM SWARTOUT 2018-02-13
002 2015-10-01 JIM SWARTOUT JIM SWARTOUT 2017-02-20
002 2014-10-01 JIM SWARTOUT JIM SWARTOUT 2016-05-12
002 2013-10-01 JIM SWARTOUT JIM SWARTOUT 2015-06-22
002 2012-10-01 PERRY WRIGHT PERRY WRIGHT 2014-02-07
002 2011-10-01 PERRY WRIGHT PERRY WRIGHT 2013-06-10
002 2009-10-01 PERRY WRIGHT PERRY WRIGHT 2011-01-17

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2022-01-01	JIM SWARTOUT	2023-09-20	JIM SWARTOUT	2023-09-20
002	2021-10-01
002	2020-10-01
002	2019-10-01
002	2018-10-01
002	2017-10-01	JIM SWARTOUT		JIM SWARTOUT	2019-02-07
002	2016-10-01	JIM SWARTOUT		JIM SWARTOUT	2018-02-13
002	2015-10-01	JIM SWARTOUT		JIM SWARTOUT	2017-02-20
002	2014-10-01	JIM SWARTOUT		JIM SWARTOUT	2016-05-12
002	2013-10-01	JIM SWARTOUT		JIM SWARTOUT	2015-06-22
002	2012-10-01	PERRY WRIGHT		PERRY WRIGHT	2014-02-07
002	2011-10-01	PERRY WRIGHT		PERRY WRIGHT	2013-06-10
002	2009-10-01	PERRY WRIGHT		PERRY WRIGHT	2011-01-17

Plan Statistics for CONSIDINE & CONSIDINE 401(K) PROFIT SHARING PLAN AND TRUST

401k plan membership statisitcs for CONSIDINE & CONSIDINE 401(K) PROFIT SHARING PLAN AND TRUST

Measure Date Value
2022: CONSIDINE & CONSIDINE 401(K) PROFIT SHARING PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year 2022-01-01 64
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 70
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 33
Total of all active and inactive participants 2022-01-01 103
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 103
Number of participants with account balances 2022-01-01 103
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: CONSIDINE & CONSIDINE 401(K) PROFIT SHARING PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year 2021-10-01 79
Total number of active participants reported on line 7a of the Form 5500 2021-10-01 89
Total of all active and inactive participants 2021-10-01 89
Total participants 2021-10-01 89
Number of participants with account balances 2021-10-01 89
2020: CONSIDINE & CONSIDINE 401(K) PROFIT SHARING PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year 2020-10-01 77
Total number of active participants reported on line 7a of the Form 5500 2020-10-01 79
Total of all active and inactive participants 2020-10-01 79
Total participants 2020-10-01 79
Number of participants with account balances 2020-10-01 79
2019: CONSIDINE & CONSIDINE 401(K) PROFIT SHARING PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year 2019-10-01 76
Total number of active participants reported on line 7a of the Form 5500 2019-10-01 50
Number of other retired or separated participants entitled to future benefits 2019-10-01 27
Total of all active and inactive participants 2019-10-01 77
Total participants 2019-10-01 77
Number of participants with account balances 2019-10-01 77
2018: CONSIDINE & CONSIDINE 401(K) PROFIT SHARING PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year 2018-10-01 77
Total number of active participants reported on line 7a of the Form 5500 2018-10-01 45
Number of retired or separated participants receiving benefits 2018-10-01 0
Number of other retired or separated participants entitled to future benefits 2018-10-01 31
Total of all active and inactive participants 2018-10-01 76
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-10-01 0
Total participants 2018-10-01 76
Number of participants with account balances 2018-10-01 76
2017: CONSIDINE & CONSIDINE 401(K) PROFIT SHARING PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year 2017-10-01 70
Total number of active participants reported on line 7a of the Form 5500 2017-10-01 49
Number of retired or separated participants receiving benefits 2017-10-01 0
Number of other retired or separated participants entitled to future benefits 2017-10-01 21
Total of all active and inactive participants 2017-10-01 70
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-10-01 0
Total participants 2017-10-01 70
Number of participants with account balances 2017-10-01 77
2016: CONSIDINE & CONSIDINE 401(K) PROFIT SHARING PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year 2016-10-01 63
Total number of active participants reported on line 7a of the Form 5500 2016-10-01 50
Number of retired or separated participants receiving benefits 2016-10-01 0
Number of other retired or separated participants entitled to future benefits 2016-10-01 20
Total of all active and inactive participants 2016-10-01 70
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-10-01 0
Total participants 2016-10-01 70
Number of participants with account balances 2016-10-01 70
2015: CONSIDINE & CONSIDINE 401(K) PROFIT SHARING PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year 2015-10-01 63
Total number of active participants reported on line 7a of the Form 5500 2015-10-01 45
Number of retired or separated participants receiving benefits 2015-10-01 0
Number of other retired or separated participants entitled to future benefits 2015-10-01 18
Total of all active and inactive participants 2015-10-01 63
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-10-01 0
Total participants 2015-10-01 63
Number of participants with account balances 2015-10-01 63
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-10-01 0
2014: CONSIDINE & CONSIDINE 401(K) PROFIT SHARING PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year 2014-10-01 59
Total number of active participants reported on line 7a of the Form 5500 2014-10-01 45
Number of retired or separated participants receiving benefits 2014-10-01 0
Number of other retired or separated participants entitled to future benefits 2014-10-01 18
Total of all active and inactive participants 2014-10-01 63
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-10-01 0
Total participants 2014-10-01 63
Number of participants with account balances 2014-10-01 63
2013: CONSIDINE & CONSIDINE 401(K) PROFIT SHARING PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year 2013-10-01 60
Total number of active participants reported on line 7a of the Form 5500 2013-10-01 48
Number of retired or separated participants receiving benefits 2013-10-01 0
Number of other retired or separated participants entitled to future benefits 2013-10-01 11
Total of all active and inactive participants 2013-10-01 59
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-10-01 0
Total participants 2013-10-01 59
Number of participants with account balances 2013-10-01 59
2012: CONSIDINE & CONSIDINE 401(K) PROFIT SHARING PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year 2012-10-01 58
Total number of active participants reported on line 7a of the Form 5500 2012-10-01 47
Number of retired or separated participants receiving benefits 2012-10-01 0
Number of other retired or separated participants entitled to future benefits 2012-10-01 13
Total of all active and inactive participants 2012-10-01 60
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-10-01 0
Total participants 2012-10-01 60
Number of participants with account balances 2012-10-01 60
2011: CONSIDINE & CONSIDINE 401(K) PROFIT SHARING PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year 2011-10-01 57
Total number of active participants reported on line 7a of the Form 5500 2011-10-01 46
Number of retired or separated participants receiving benefits 2011-10-01 0
Number of other retired or separated participants entitled to future benefits 2011-10-01 12
Total of all active and inactive participants 2011-10-01 58
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-10-01 0
Total participants 2011-10-01 58
Number of participants with account balances 2011-10-01 58
2009: CONSIDINE & CONSIDINE 401(K) PROFIT SHARING PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year 2009-10-01 51
Total number of active participants reported on line 7a of the Form 5500 2009-10-01 44
Number of retired or separated participants receiving benefits 2009-10-01 0
Number of other retired or separated participants entitled to future benefits 2009-10-01 12
Total of all active and inactive participants 2009-10-01 56
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-10-01 0
Total participants 2009-10-01 56
Number of participants with account balances 2009-10-01 56
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-10-01 0

Measure	Date	Value
2022: CONSIDINE & CONSIDINE 401(K) PROFIT SHARING PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year	2022-01-01	64
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	70
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	33
Total of all active and inactive participants	2022-01-01	103
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	103
Number of participants with account balances	2022-01-01	103
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: CONSIDINE & CONSIDINE 401(K) PROFIT SHARING PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year	2021-10-01	79
Total number of active participants reported on line 7a of the Form 5500	2021-10-01	89
Total of all active and inactive participants	2021-10-01	89
Total participants	2021-10-01	89
Number of participants with account balances	2021-10-01	89
2020: CONSIDINE & CONSIDINE 401(K) PROFIT SHARING PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year	2020-10-01	77
Total number of active participants reported on line 7a of the Form 5500	2020-10-01	79
Total of all active and inactive participants	2020-10-01	79
Total participants	2020-10-01	79
Number of participants with account balances	2020-10-01	79
2019: CONSIDINE & CONSIDINE 401(K) PROFIT SHARING PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year	2019-10-01	76
Total number of active participants reported on line 7a of the Form 5500	2019-10-01	50
Number of other retired or separated participants entitled to future benefits	2019-10-01	27
Total of all active and inactive participants	2019-10-01	77
Total participants	2019-10-01	77
Number of participants with account balances	2019-10-01	77
2018: CONSIDINE & CONSIDINE 401(K) PROFIT SHARING PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year	2018-10-01	77
Total number of active participants reported on line 7a of the Form 5500	2018-10-01	45
Number of retired or separated participants receiving benefits	2018-10-01	0
Number of other retired or separated participants entitled to future benefits	2018-10-01	31
Total of all active and inactive participants	2018-10-01	76
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-10-01	0
Total participants	2018-10-01	76
Number of participants with account balances	2018-10-01	76
2017: CONSIDINE & CONSIDINE 401(K) PROFIT SHARING PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year	2017-10-01	70
Total number of active participants reported on line 7a of the Form 5500	2017-10-01	49
Number of retired or separated participants receiving benefits	2017-10-01	0
Number of other retired or separated participants entitled to future benefits	2017-10-01	21
Total of all active and inactive participants	2017-10-01	70
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-10-01	0
Total participants	2017-10-01	70
Number of participants with account balances	2017-10-01	77
2016: CONSIDINE & CONSIDINE 401(K) PROFIT SHARING PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year	2016-10-01	63
Total number of active participants reported on line 7a of the Form 5500	2016-10-01	50
Number of retired or separated participants receiving benefits	2016-10-01	0
Number of other retired or separated participants entitled to future benefits	2016-10-01	20
Total of all active and inactive participants	2016-10-01	70
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-10-01	0
Total participants	2016-10-01	70
Number of participants with account balances	2016-10-01	70
2015: CONSIDINE & CONSIDINE 401(K) PROFIT SHARING PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year	2015-10-01	63
Total number of active participants reported on line 7a of the Form 5500	2015-10-01	45
Number of retired or separated participants receiving benefits	2015-10-01	0
Number of other retired or separated participants entitled to future benefits	2015-10-01	18
Total of all active and inactive participants	2015-10-01	63
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-10-01	0
Total participants	2015-10-01	63
Number of participants with account balances	2015-10-01	63
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-10-01	0
2014: CONSIDINE & CONSIDINE 401(K) PROFIT SHARING PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year	2014-10-01	59
Total number of active participants reported on line 7a of the Form 5500	2014-10-01	45
Number of retired or separated participants receiving benefits	2014-10-01	0
Number of other retired or separated participants entitled to future benefits	2014-10-01	18
Total of all active and inactive participants	2014-10-01	63
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-10-01	0
Total participants	2014-10-01	63
Number of participants with account balances	2014-10-01	63
2013: CONSIDINE & CONSIDINE 401(K) PROFIT SHARING PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year	2013-10-01	60
Total number of active participants reported on line 7a of the Form 5500	2013-10-01	48
Number of retired or separated participants receiving benefits	2013-10-01	0
Number of other retired or separated participants entitled to future benefits	2013-10-01	11
Total of all active and inactive participants	2013-10-01	59
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-10-01	0
Total participants	2013-10-01	59
Number of participants with account balances	2013-10-01	59
2012: CONSIDINE & CONSIDINE 401(K) PROFIT SHARING PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year	2012-10-01	58
Total number of active participants reported on line 7a of the Form 5500	2012-10-01	47
Number of retired or separated participants receiving benefits	2012-10-01	0
Number of other retired or separated participants entitled to future benefits	2012-10-01	13
Total of all active and inactive participants	2012-10-01	60
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-10-01	0
Total participants	2012-10-01	60
Number of participants with account balances	2012-10-01	60
2011: CONSIDINE & CONSIDINE 401(K) PROFIT SHARING PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year	2011-10-01	57
Total number of active participants reported on line 7a of the Form 5500	2011-10-01	46
Number of retired or separated participants receiving benefits	2011-10-01	0
Number of other retired or separated participants entitled to future benefits	2011-10-01	12
Total of all active and inactive participants	2011-10-01	58
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-10-01	0
Total participants	2011-10-01	58
Number of participants with account balances	2011-10-01	58
2009: CONSIDINE & CONSIDINE 401(K) PROFIT SHARING PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year	2009-10-01	51
Total number of active participants reported on line 7a of the Form 5500	2009-10-01	44
Number of retired or separated participants receiving benefits	2009-10-01	0
Number of other retired or separated participants entitled to future benefits	2009-10-01	12
Total of all active and inactive participants	2009-10-01	56
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-10-01	0
Total participants	2009-10-01	56
Number of participants with account balances	2009-10-01	56
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-10-01	0

Financial Data on CONSIDINE & CONSIDINE 401(K) PROFIT SHARING PLAN AND TRUST

Measure	Date	Value
2022 : CONSIDINE & CONSIDINE 401(K) PROFIT SHARING PLAN AND TRUST 2022 401k financial data
Total income from all sources	2022-12-31	$2,917,182
Expenses. Total of all expenses incurred	2022-12-31	$45,075
Benefits paid (including direct rollovers)	2022-12-31	$30,467
Total plan assets at end of year	2022-12-31	$20,239,294
Total plan assets at beginning of year	2022-12-31	$17,367,187
Value of fidelity bond covering the plan	2022-12-31	$500,000
Total contributions received or receivable from participants	2022-12-31	$568,266
Contributions received from other sources (not participants or employers)	2022-12-31	$4,493,209
Other income received	2022-12-31	$-2,415,038
Net income (gross income less expenses)	2022-12-31	$2,872,107
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$20,239,294
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$17,367,187
Assets. Value of participant loans	2022-12-31	$67,503
Assets. Value of assets in partnership/joint-venture interests	2022-12-31	$1,029,538
Total contributions received or receivable from employer(s)	2022-12-31	$270,745
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$14,608
2021 : CONSIDINE & CONSIDINE 401(K) PROFIT SHARING PLAN AND TRUST 2021 401k financial data
Total income from all sources	2021-12-31	$963,472
Expenses. Total of all expenses incurred	2021-12-31	$99,808
Benefits paid (including direct rollovers)	2021-12-31	$98,961
Total plan assets at end of year	2021-12-31	$17,367,187
Total plan assets at beginning of year	2021-12-31	$16,503,523
Value of fidelity bond covering the plan	2021-12-31	$500,000
Other income received	2021-12-31	$787,468
Net income (gross income less expenses)	2021-12-31	$863,664
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$17,367,187
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$16,503,523
Assets. Value of participant loans	2021-12-31	$52,960
Assets. Value of assets in partnership/joint-venture interests	2021-12-31	$100,000
Total contributions received or receivable from employer(s)	2021-12-31	$176,004
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$847
Total income from all sources	2021-09-30	$2,959,944
Expenses. Total of all expenses incurred	2021-09-30	$78,811
Benefits paid (including direct rollovers)	2021-09-30	$51,419
Total plan assets at end of year	2021-09-30	$16,503,523
Total plan assets at beginning of year	2021-09-30	$13,622,390
Value of fidelity bond covering the plan	2021-09-30	$500,000
Other income received	2021-09-30	$2,100,372
Net income (gross income less expenses)	2021-09-30	$2,881,133
Net plan assets at end of year (total assets less liabilities)	2021-09-30	$16,503,523
Net plan assets at beginning of year (total assets less liabilities)	2021-09-30	$13,622,390
Assets. Value of participant loans	2021-09-30	$67,108
Assets. Value of assets in partnership/joint-venture interests	2021-09-30	$100,000
Total contributions received or receivable from employer(s)	2021-09-30	$859,572
Expenses. Administrative service providers (salaries,fees and commissions)	2021-09-30	$27,392
2020 : CONSIDINE & CONSIDINE 401(K) PROFIT SHARING PLAN AND TRUST 2020 401k financial data
Total income from all sources	2020-09-30	$1,917,532
Expenses. Total of all expenses incurred	2020-09-30	$384,118
Benefits paid (including direct rollovers)	2020-09-30	$309,515
Total plan assets at end of year	2020-09-30	$13,622,390
Total plan assets at beginning of year	2020-09-30	$12,088,976
Value of fidelity bond covering the plan	2020-09-30	$500,000
Other income received	2020-09-30	$1,109,375
Net income (gross income less expenses)	2020-09-30	$1,533,414
Net plan assets at end of year (total assets less liabilities)	2020-09-30	$13,622,390
Net plan assets at beginning of year (total assets less liabilities)	2020-09-30	$12,088,976
Assets. Value of participant loans	2020-09-30	$124,803
Assets. Value of assets in partnership/joint-venture interests	2020-09-30	$100,003
Total contributions received or receivable from employer(s)	2020-09-30	$808,157
Expenses. Administrative service providers (salaries,fees and commissions)	2020-09-30	$74,603
2019 : CONSIDINE & CONSIDINE 401(K) PROFIT SHARING PLAN AND TRUST 2019 401k financial data
Total income from all sources	2019-09-30	$1,252,269
Expenses. Total of all expenses incurred	2019-09-30	$162,497
Benefits paid (including direct rollovers)	2019-09-30	$89,136
Total plan assets at end of year	2019-09-30	$12,088,976
Total plan assets at beginning of year	2019-09-30	$10,999,204
Value of fidelity bond covering the plan	2019-09-30	$500,000
Other income received	2019-09-30	$500,860
Net income (gross income less expenses)	2019-09-30	$1,089,772
Net plan assets at end of year (total assets less liabilities)	2019-09-30	$12,088,976
Net plan assets at beginning of year (total assets less liabilities)	2019-09-30	$10,999,204
Assets. Value of participant loans	2019-09-30	$74,523
Assets. Value of assets in partnership/joint-venture interests	2019-09-30	$127,110
Total contributions received or receivable from employer(s)	2019-09-30	$751,409
Expenses. Administrative service providers (salaries,fees and commissions)	2019-09-30	$73,361
2018 : CONSIDINE & CONSIDINE 401(K) PROFIT SHARING PLAN AND TRUST 2018 401k financial data
Total income from all sources	2018-09-30	$1,466,901
Expenses. Total of all expenses incurred	2018-09-30	$2,409,370
Benefits paid (including direct rollovers)	2018-09-30	$2,345,122
Total plan assets at end of year	2018-09-30	$10,999,204
Total plan assets at beginning of year	2018-09-30	$11,941,673
Value of fidelity bond covering the plan	2018-09-30	$500,000
Other income received	2018-09-30	$746,474
Net income (gross income less expenses)	2018-09-30	$-942,469
Net plan assets at end of year (total assets less liabilities)	2018-09-30	$10,999,204
Net plan assets at beginning of year (total assets less liabilities)	2018-09-30	$11,941,673
Assets. Value of participant loans	2018-09-30	$111,920
Assets. Value of assets in partnership/joint-venture interests	2018-09-30	$146,459
Total contributions received or receivable from employer(s)	2018-09-30	$720,427
Expenses. Administrative service providers (salaries,fees and commissions)	2018-09-30	$64,248
2017 : CONSIDINE & CONSIDINE 401(K) PROFIT SHARING PLAN AND TRUST 2017 401k financial data
Total income from all sources	2017-09-30	$1,862,749
Expenses. Total of all expenses incurred	2017-09-30	$114,760
Benefits paid (including direct rollovers)	2017-09-30	$47,383
Total plan assets at end of year	2017-09-30	$11,941,673
Total plan assets at beginning of year	2017-09-30	$10,193,684
Value of fidelity bond covering the plan	2017-09-30	$500,000
Other income received	2017-09-30	$1,095,385
Net income (gross income less expenses)	2017-09-30	$1,747,989
Net plan assets at end of year (total assets less liabilities)	2017-09-30	$11,941,673
Net plan assets at beginning of year (total assets less liabilities)	2017-09-30	$10,193,684
Assets. Value of participant loans	2017-09-30	$145,743
Assets. Value of assets in partnership/joint-venture interests	2017-09-30	$210,987
Total contributions received or receivable from employer(s)	2017-09-30	$767,364
Expenses. Administrative service providers (salaries,fees and commissions)	2017-09-30	$67,377
2016 : CONSIDINE & CONSIDINE 401(K) PROFIT SHARING PLAN AND TRUST 2016 401k financial data
Total income from all sources	2016-09-30	$1,511,169
Expenses. Total of all expenses incurred	2016-09-30	$74,992
Benefits paid (including direct rollovers)	2016-09-30	$13,385
Total plan assets at end of year	2016-09-30	$10,193,684
Total plan assets at beginning of year	2016-09-30	$8,757,507
Value of fidelity bond covering the plan	2016-09-30	$500,000
Other income received	2016-09-30	$768,509
Net income (gross income less expenses)	2016-09-30	$1,436,177
Net plan assets at end of year (total assets less liabilities)	2016-09-30	$10,193,684
Net plan assets at beginning of year (total assets less liabilities)	2016-09-30	$8,757,507
Assets. Value of participant loans	2016-09-30	$105,139
Assets. Value of assets in partnership/joint-venture interests	2016-09-30	$362,509
Total contributions received or receivable from employer(s)	2016-09-30	$742,660
Expenses. Administrative service providers (salaries,fees and commissions)	2016-09-30	$61,607
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-09-30	$0
2015 : CONSIDINE & CONSIDINE 401(K) PROFIT SHARING PLAN AND TRUST 2015 401k financial data
Total income from all sources	2015-09-30	$534,102
Expenses. Total of all expenses incurred	2015-09-30	$85,219
Benefits paid (including direct rollovers)	2015-09-30	$22,590
Total plan assets at end of year	2015-09-30	$8,757,507
Total plan assets at beginning of year	2015-09-30	$8,308,624
Value of fidelity bond covering the plan	2015-09-30	$500,000
Other income received	2015-09-30	$-165,570
Net income (gross income less expenses)	2015-09-30	$448,883
Net plan assets at end of year (total assets less liabilities)	2015-09-30	$8,757,507
Net plan assets at beginning of year (total assets less liabilities)	2015-09-30	$8,308,624
Assets. Value of participant loans	2015-09-30	$64,830
Assets. Value of assets in partnership/joint-venture interests	2015-09-30	$967,409
Total contributions received or receivable from employer(s)	2015-09-30	$699,672
Expenses. Administrative service providers (salaries,fees and commissions)	2015-09-30	$62,629
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-09-30	$0
2014 : CONSIDINE & CONSIDINE 401(K) PROFIT SHARING PLAN AND TRUST 2014 401k financial data
Total income from all sources	2014-09-30	$1,396,056
Expenses. Total of all expenses incurred	2014-09-30	$1,025,161
Benefits paid (including direct rollovers)	2014-09-30	$974,362
Total plan assets at end of year	2014-09-30	$8,308,624
Total plan assets at beginning of year	2014-09-30	$7,937,729
Value of fidelity bond covering the plan	2014-09-30	$500,000
Other income received	2014-09-30	$712,444
Net income (gross income less expenses)	2014-09-30	$370,895
Net plan assets at end of year (total assets less liabilities)	2014-09-30	$8,308,624
Net plan assets at beginning of year (total assets less liabilities)	2014-09-30	$7,937,729
Assets. Value of participant loans	2014-09-30	$57,046
Assets. Value of assets in partnership/joint-venture interests	2014-09-30	$642,838
Total contributions received or receivable from employer(s)	2014-09-30	$683,612
Expenses. Administrative service providers (salaries,fees and commissions)	2014-09-30	$50,799
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-09-30	$0
2013 : CONSIDINE & CONSIDINE 401(K) PROFIT SHARING PLAN AND TRUST 2013 401k financial data
Total income from all sources	2013-09-30	$1,432,021
Expenses. Total of all expenses incurred	2013-09-30	$1,406,238
Benefits paid (including direct rollovers)	2013-09-30	$1,362,748
Total plan assets at end of year	2013-09-30	$7,937,729
Total plan assets at beginning of year	2013-09-30	$7,911,946
Value of fidelity bond covering the plan	2013-09-30	$500,000
Other income received	2013-09-30	$769,216
Net income (gross income less expenses)	2013-09-30	$25,783
Net plan assets at end of year (total assets less liabilities)	2013-09-30	$7,937,729
Net plan assets at beginning of year (total assets less liabilities)	2013-09-30	$7,911,946
Assets. Value of participant loans	2013-09-30	$68,887
Assets. Value of assets in partnership/joint-venture interests	2013-09-30	$616,337
Total contributions received or receivable from employer(s)	2013-09-30	$662,805
Expenses. Administrative service providers (salaries,fees and commissions)	2013-09-30	$43,490
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-09-30	$0
2012 : CONSIDINE & CONSIDINE 401(K) PROFIT SHARING PLAN AND TRUST 2012 401k financial data
Total income from all sources	2012-09-30	$1,345,053
Expenses. Total of all expenses incurred	2012-09-30	$386,200
Benefits paid (including direct rollovers)	2012-09-30	$336,836
Total plan assets at end of year	2012-09-30	$7,911,946
Total plan assets at beginning of year	2012-09-30	$6,953,093
Value of fidelity bond covering the plan	2012-09-30	$500,000
Other income received	2012-09-30	$714,299
Net income (gross income less expenses)	2012-09-30	$958,853
Net plan assets at end of year (total assets less liabilities)	2012-09-30	$7,911,946
Net plan assets at beginning of year (total assets less liabilities)	2012-09-30	$6,953,093
Assets. Value of participant loans	2012-09-30	$89,895
Assets. Value of assets in partnership/joint-venture interests	2012-09-30	$709,404
Total contributions received or receivable from employer(s)	2012-09-30	$630,754
Expenses. Administrative service providers (salaries,fees and commissions)	2012-09-30	$49,364
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-09-30	$0
2011 : CONSIDINE & CONSIDINE 401(K) PROFIT SHARING PLAN AND TRUST 2011 401k financial data
Total income from all sources	2011-09-30	$386,997
Expenses. Total of all expenses incurred	2011-09-30	$78,902
Benefits paid (including direct rollovers)	2011-09-30	$34,929
Total plan assets at end of year	2011-09-30	$6,953,093
Total plan assets at beginning of year	2011-09-30	$6,644,998
Value of fidelity bond covering the plan	2011-09-30	$500,000
Assets. Value of loans (other than to participants)	2011-09-30	$225,000
Other income received	2011-09-30	$-220,257
Net income (gross income less expenses)	2011-09-30	$308,095
Net plan assets at end of year (total assets less liabilities)	2011-09-30	$6,953,093
Net plan assets at beginning of year (total assets less liabilities)	2011-09-30	$6,644,998
Assets. Value of participant loans	2011-09-30	$103,526
Assets. Value of assets in partnership/joint-venture interests	2011-09-30	$899,952
Total contributions received or receivable from employer(s)	2011-09-30	$607,254
Expenses. Administrative service providers (salaries,fees and commissions)	2011-09-30	$43,973

Form 5500 Responses for CONSIDINE & CONSIDINE 401(K) PROFIT SHARING PLAN AND TRUST

2022: CONSIDINE & CONSIDINE 401(K) PROFIT SHARING PLAN AND TRUST 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: CONSIDINE & CONSIDINE 401(K) PROFIT SHARING PLAN AND TRUST 2021 form 5500 responses
2021-10-01	Type of plan entity	Single employer plan
2021-10-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2021-10-01	Plan funding arrangement – Trust	Yes
2021-10-01	Plan benefit arrangement - Trust	Yes
2020: CONSIDINE & CONSIDINE 401(K) PROFIT SHARING PLAN AND TRUST 2020 form 5500 responses
2020-10-01	Type of plan entity	Single employer plan
2020-10-01	Plan funding arrangement – Trust	Yes
2020-10-01	Plan benefit arrangement - Trust	Yes
2019: CONSIDINE & CONSIDINE 401(K) PROFIT SHARING PLAN AND TRUST 2019 form 5500 responses
2019-10-01	Type of plan entity	Single employer plan
2019-10-01	Plan funding arrangement – Trust	Yes
2019-10-01	Plan benefit arrangement - Trust	Yes
2018: CONSIDINE & CONSIDINE 401(K) PROFIT SHARING PLAN AND TRUST 2018 form 5500 responses
2018-10-01	Type of plan entity	Single employer plan
2018-10-01	Plan funding arrangement – Trust	Yes
2018-10-01	Plan benefit arrangement - Trust	Yes
2017: CONSIDINE & CONSIDINE 401(K) PROFIT SHARING PLAN AND TRUST 2017 form 5500 responses
2017-10-01	Type of plan entity	Single employer plan
2017-10-01	Plan funding arrangement – Trust	Yes
2017-10-01	Plan benefit arrangement - Trust	Yes
2016: CONSIDINE & CONSIDINE 401(K) PROFIT SHARING PLAN AND TRUST 2016 form 5500 responses
2016-10-01	Type of plan entity	Single employer plan
2016-10-01	Plan funding arrangement – Trust	Yes
2016-10-01	Plan benefit arrangement - Trust	Yes
2015: CONSIDINE & CONSIDINE 401(K) PROFIT SHARING PLAN AND TRUST 2015 form 5500 responses
2015-10-01	Type of plan entity	Single employer plan
2015-10-01	Plan funding arrangement – Trust	Yes
2015-10-01	Plan benefit arrangement - Trust	Yes
2014: CONSIDINE & CONSIDINE 401(K) PROFIT SHARING PLAN AND TRUST 2014 form 5500 responses
2014-10-01	Type of plan entity	Single employer plan
2014-10-01	Plan funding arrangement – Trust	Yes
2014-10-01	Plan benefit arrangement - Trust	Yes
2013: CONSIDINE & CONSIDINE 401(K) PROFIT SHARING PLAN AND TRUST 2013 form 5500 responses
2013-10-01	Type of plan entity	Single employer plan
2013-10-01	Plan funding arrangement – Trust	Yes
2013-10-01	Plan benefit arrangement - Trust	Yes
2012: CONSIDINE & CONSIDINE 401(K) PROFIT SHARING PLAN AND TRUST 2012 form 5500 responses
2012-10-01	Type of plan entity	Single employer plan
2012-10-01	Plan funding arrangement – Trust	Yes
2012-10-01	Plan benefit arrangement - Trust	Yes
2011: CONSIDINE & CONSIDINE 401(K) PROFIT SHARING PLAN AND TRUST 2011 form 5500 responses
2011-10-01	Type of plan entity	Single employer plan
2011-10-01	Plan funding arrangement – Trust	Yes
2011-10-01	Plan benefit arrangement - Trust	Yes
2009: CONSIDINE & CONSIDINE 401(K) PROFIT SHARING PLAN AND TRUST 2009 form 5500 responses
2009-10-01	Type of plan entity	Single employer plan
2009-10-01	This submission is the final filing	No
2009-10-01	Plan funding arrangement – Trust	Yes
2009-10-01	Plan benefit arrangement - Trust	Yes

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Company Name:	CONSIDINE & CONSIDINE AN ACCOUNTANCY CORPORATION
Employer identification number (EIN):	952694444
NAIC Classification:	541211
NAIC Description:	Offices of Certified Public Accountants