STEPHEN E. FELDER, C.P.A., P.C. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan STEPHEN E FELDER CPA PC 401K PLAN
| Measure | Date | Value |
|---|
| 2021: STEPHEN E FELDER CPA PC 401K PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 1 |
| 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 | 2 |
| Total of all active and inactive participants | 2021-01-01 | 3 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
| Total participants | 2021-01-01 | 3 |
| Number of participants with account balances | 2021-01-01 | 3 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
| 2020: STEPHEN E FELDER CPA PC 401K PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 1 |
| Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 2 |
| Total of all active and inactive participants | 2020-01-01 | 3 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
| Total participants | 2020-01-01 | 3 |
| Number of participants with account balances | 2020-01-01 | 3 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
| 2019: STEPHEN E FELDER CPA PC 401K PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 1 |
| Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 2 |
| Total of all active and inactive participants | 2019-01-01 | 3 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
| Total participants | 2019-01-01 | 3 |
| Number of participants with account balances | 2019-01-01 | 3 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
| 2018: STEPHEN E FELDER CPA PC 401K PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 1 |
| Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 2 |
| Total of all active and inactive participants | 2018-01-01 | 3 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
| Total participants | 2018-01-01 | 3 |
| Number of participants with account balances | 2018-01-01 | 3 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
| 2017: STEPHEN E FELDER CPA PC 401K PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 1 |
| Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 2 |
| Total of all active and inactive participants | 2017-01-01 | 3 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
| Total participants | 2017-01-01 | 3 |
| Number of participants with account balances | 2017-01-01 | 3 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
| 2016: STEPHEN E FELDER CPA PC 401K PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 2 |
| Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 1 |
| Total of all active and inactive participants | 2016-01-01 | 3 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
| Total participants | 2016-01-01 | 3 |
| Number of participants with account balances | 2016-01-01 | 3 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
| 2015: STEPHEN E FELDER CPA PC 401K PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 2 |
| Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 1 |
| Total of all active and inactive participants | 2015-01-01 | 3 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
| Total participants | 2015-01-01 | 3 |
| Number of participants with account balances | 2015-01-01 | 3 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
| 2014: STEPHEN E FELDER CPA PC 401K PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 2 |
| Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 1 |
| Total of all active and inactive participants | 2014-01-01 | 3 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
| Total participants | 2014-01-01 | 3 |
| Number of participants with account balances | 2014-01-01 | 3 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
| 2013: STEPHEN E FELDER CPA PC 401K PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 2 |
| Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 1 |
| Total of all active and inactive participants | 2013-01-01 | 3 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
| Total participants | 2013-01-01 | 3 |
| Number of participants with account balances | 2013-01-01 | 3 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
| 2012: STEPHEN E FELDER CPA PC 401K PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 2 |
| Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 1 |
| Total of all active and inactive participants | 2012-01-01 | 3 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
| Total participants | 2012-01-01 | 3 |
| Number of participants with account balances | 2012-01-01 | 3 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
| 2011: STEPHEN E FELDER CPA PC 401K PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 2 |
| Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 1 |
| Total of all active and inactive participants | 2011-01-01 | 3 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
| Total participants | 2011-01-01 | 3 |
| Number of participants with account balances | 2011-01-01 | 3 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
| 2010: STEPHEN E FELDER CPA PC 401K PLAN 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 2 |
| Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 1 |
| Total of all active and inactive participants | 2010-01-01 | 3 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
| Total participants | 2010-01-01 | 3 |
| Number of participants with account balances | 2010-01-01 | 3 |
| 2009: STEPHEN E FELDER CPA PC 401K PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 1 |
| Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 1 |
| Total of all active and inactive participants | 2009-01-01 | 2 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
| Total participants | 2009-01-01 | 2 |
| Number of participants with account balances | 2009-01-01 | 2 |
| Measure | Date | Value |
|---|
| 2021 : STEPHEN E FELDER CPA PC 401K PLAN 2021 401k financial data |
|---|
| Total income from all sources | 2021-12-31 | $30,516 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $28 |
| Total plan assets at end of year | 2021-12-31 | $353,420 |
| Total plan assets at beginning of year | 2021-12-31 | $322,932 |
| Expenses. Other expenses not covered elsewhere | 2021-12-31 | $28 |
| Other income received | 2021-12-31 | $30,516 |
| Net income (gross income less expenses) | 2021-12-31 | $30,488 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $353,420 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $322,932 |
| 2020 : STEPHEN E FELDER CPA PC 401K PLAN 2020 401k financial data |
|---|
| Total income from all sources | 2020-12-31 | $21,409 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $77 |
| Total plan assets at end of year | 2020-12-31 | $322,932 |
| Total plan assets at beginning of year | 2020-12-31 | $301,600 |
| Expenses. Other expenses not covered elsewhere | 2020-12-31 | $77 |
| Other income received | 2020-12-31 | $21,409 |
| Net income (gross income less expenses) | 2020-12-31 | $21,332 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $322,932 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $301,600 |
| 2019 : STEPHEN E FELDER CPA PC 401K PLAN 2019 401k financial data |
|---|
| Total income from all sources | 2019-12-31 | $70,568 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $10,271 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $10,000 |
| Total plan assets at end of year | 2019-12-31 | $301,600 |
| Total plan assets at beginning of year | 2019-12-31 | $241,303 |
| Expenses. Other expenses not covered elsewhere | 2019-12-31 | $271 |
| Other income received | 2019-12-31 | $70,568 |
| Net income (gross income less expenses) | 2019-12-31 | $60,297 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $301,600 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $241,303 |
| 2018 : STEPHEN E FELDER CPA PC 401K PLAN 2018 401k financial data |
|---|
| Total income from all sources | 2018-12-31 | $-14,182 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $15,155 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $15,000 |
| Total plan assets at end of year | 2018-12-31 | $241,303 |
| Total plan assets at beginning of year | 2018-12-31 | $270,640 |
| Expenses. Other expenses not covered elsewhere | 2018-12-31 | $155 |
| Other income received | 2018-12-31 | $-14,182 |
| Net income (gross income less expenses) | 2018-12-31 | $-29,337 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $241,303 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $270,640 |
| 2017 : STEPHEN E FELDER CPA PC 401K PLAN 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $54,602 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $103 |
| Total plan assets at end of year | 2017-12-31 | $270,640 |
| Total plan assets at beginning of year | 2017-12-31 | $216,141 |
| Expenses. Other expenses not covered elsewhere | 2017-12-31 | $103 |
| Other income received | 2017-12-31 | $50,602 |
| Net income (gross income less expenses) | 2017-12-31 | $54,499 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $270,640 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $216,141 |
| Assets. Value of participant loans | 2017-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $4,000 |
| 2016 : STEPHEN E FELDER CPA PC 401K PLAN 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $22,842 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $45 |
| Total plan assets at end of year | 2016-12-31 | $216,141 |
| Total plan assets at beginning of year | 2016-12-31 | $193,344 |
| Expenses. Other expenses not covered elsewhere | 2016-12-31 | $45 |
| Other income received | 2016-12-31 | $18,842 |
| Net income (gross income less expenses) | 2016-12-31 | $22,797 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $216,141 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $193,344 |
| Assets. Value of participant loans | 2016-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $4,000 |
| 2015 : STEPHEN E FELDER CPA PC 401K PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $7,852 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $25,028 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $25,000 |
| Total plan assets at end of year | 2015-12-31 | $193,344 |
| Total plan assets at beginning of year | 2015-12-31 | $210,520 |
| Expenses. Other expenses not covered elsewhere | 2015-12-31 | $28 |
| Other income received | 2015-12-31 | $7,852 |
| Net income (gross income less expenses) | 2015-12-31 | $-17,176 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $193,344 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $210,520 |
| Assets. Value of participant loans | 2015-12-31 | $0 |
| 2014 : STEPHEN E FELDER CPA PC 401K PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $18,415 |
| Total plan assets at end of year | 2014-12-31 | $210,520 |
| Total plan assets at beginning of year | 2014-12-31 | $192,105 |
| Other income received | 2014-12-31 | $18,415 |
| Net income (gross income less expenses) | 2014-12-31 | $18,415 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $210,520 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $192,105 |
| Assets. Value of participant loans | 2014-12-31 | $0 |
| 2013 : STEPHEN E FELDER CPA PC 401K PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $35,994 |
| Total plan assets at end of year | 2013-12-31 | $192,105 |
| Total plan assets at beginning of year | 2013-12-31 | $156,111 |
| Other income received | 2013-12-31 | $35,994 |
| Net income (gross income less expenses) | 2013-12-31 | $35,994 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $192,105 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $156,111 |
| Assets. Value of participant loans | 2013-12-31 | $2,526 |
| 2012 : STEPHEN E FELDER CPA PC 401K PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $11,762 |
| Total plan assets at end of year | 2012-12-31 | $156,111 |
| Total plan assets at beginning of year | 2012-12-31 | $144,349 |
| Other income received | 2012-12-31 | $11,762 |
| Net income (gross income less expenses) | 2012-12-31 | $11,762 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $156,111 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $144,349 |
| Assets. Value of participant loans | 2012-12-31 | $3,461 |
| 2011 : STEPHEN E FELDER CPA PC 401K PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $-2,846 |
| Total plan assets at end of year | 2011-12-31 | $144,349 |
| Total plan assets at beginning of year | 2011-12-31 | $147,195 |
| Total contributions received or receivable from participants | 2011-12-31 | $650 |
| Other income received | 2011-12-31 | $-3,496 |
| Net income (gross income less expenses) | 2011-12-31 | $-2,846 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $144,349 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $147,195 |
| Assets. Value of participant loans | 2011-12-31 | $6,777 |
| 2010 : STEPHEN E FELDER CPA PC 401K PLAN 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $8,807 |
| Total plan assets at end of year | 2010-12-31 | $147,195 |
| Total plan assets at beginning of year | 2010-12-31 | $138,388 |
| Total contributions received or receivable from participants | 2010-12-31 | $4,000 |
| Other income received | 2010-12-31 | $4,807 |
| Net income (gross income less expenses) | 2010-12-31 | $8,807 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $147,195 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $138,388 |
| Assets. Value of participant loans | 2010-12-31 | $9,954 |
| 2021: STEPHEN E FELDER CPA PC 401K PLAN 2021 form 5500 responses |
|---|
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | Submission has been amended | No |
| 2021-01-01 | This submission is the final filing | No |
| 2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-01-01 | Plan is a collectively bargained plan | No |
| 2021-01-01 | Plan funding arrangement – Trust | Yes |
| 2021-01-01 | Plan benefit arrangement - Trust | Yes |
| 2020: STEPHEN E FELDER CPA PC 401K PLAN 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | Plan funding arrangement – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| 2019: STEPHEN E FELDER CPA PC 401K PLAN 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: STEPHEN E FELDER CPA PC 401K PLAN 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: STEPHEN E FELDER CPA PC 401K PLAN 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: STEPHEN E FELDER CPA PC 401K PLAN 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: STEPHEN E FELDER CPA PC 401K PLAN 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: STEPHEN E FELDER CPA PC 401K 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: STEPHEN E FELDER CPA PC 401K 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: STEPHEN E FELDER CPA PC 401K 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: STEPHEN E FELDER CPA PC 401K 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 |
| 2010: STEPHEN E FELDER CPA PC 401K PLAN 2010 form 5500 responses |
|---|
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | Plan funding arrangement – Trust | Yes |
| 2010-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: STEPHEN E FELDER CPA PC 401K PLAN 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
