401k Plan data: ROBERT R. MARCHIONE, CPA, PC 401(K) PROFIT SHARING PLAN plan

ROBERT R. MARCHIONE, CPA, PC 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	ROBERT R. MARCHIONE, CPA, PC 401(K) PROFIT SHARING PLAN
Plan identification number	001

ROBERT R. MARCHIONE, CPA, PC 401(K) PROFIT SHARING PLAN Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	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.

401k Sponsoring company profile

ROBERT MARCHIONE, CPA, PC has sponsored the creation of one or more 401k plans.

Company Name: ROBERT MARCHIONE, CPA, PC

Employer identification number (EIN): 043786317

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROBERT R. MARCHIONE, CPA, PC 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 LUDWIG BACH

Plan Statistics for ROBERT R. MARCHIONE, CPA, PC 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for ROBERT R. MARCHIONE, CPA, PC 401(K) PROFIT SHARING PLAN

Measure Date Value
2023: ROBERT R. MARCHIONE, CPA, PC 401(K) PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 1
Number of retired or separated participants receiving benefits 2023-01-01 0
Number of other retired or separated participants entitled to future benefits 2023-01-01 0
Total of all active and inactive participants 2023-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 1
Number of participants with account balances 2023-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 0
2022: ROBERT R. MARCHIONE, CPA, PC 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 1
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 0
Total of all active and inactive participants 2022-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 1
Number of participants with account balances 2022-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: ROBERT R. MARCHIONE, CPA, PC 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 1
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 0
Total of all active and inactive participants 2021-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 1
Number of participants with account balances 2021-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: ROBERT R. MARCHIONE, CPA, PC 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 1
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 0
Total of all active and inactive participants 2020-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 1
Number of participants with account balances 2020-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: ROBERT R. MARCHIONE, CPA, PC 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 1
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 0
Total of all active and inactive participants 2019-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 1
Number of participants with account balances 2019-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: ROBERT R. MARCHIONE, CPA, PC 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 1
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 0
Total of all active and inactive participants 2018-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 1
Number of participants with account balances 2018-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: ROBERT R. MARCHIONE, CPA, PC 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 1
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 0
Total of all active and inactive participants 2017-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 1
Number of participants with account balances 2017-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0

Measure	Date	Value
2023: ROBERT R. MARCHIONE, CPA, PC 401(K) PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	1
Number of retired or separated participants receiving benefits	2023-01-01	0
Number of other retired or separated participants entitled to future benefits	2023-01-01	0
Total of all active and inactive participants	2023-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	1
Number of participants with account balances	2023-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	0
2022: ROBERT R. MARCHIONE, CPA, PC 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	1
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	0
Total of all active and inactive participants	2022-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	1
Number of participants with account balances	2022-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: ROBERT R. MARCHIONE, CPA, PC 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	1
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	0
Total of all active and inactive participants	2021-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	1
Number of participants with account balances	2021-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: ROBERT R. MARCHIONE, CPA, PC 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	1
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	0
Total of all active and inactive participants	2020-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	1
Number of participants with account balances	2020-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: ROBERT R. MARCHIONE, CPA, PC 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	1
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	0
Total of all active and inactive participants	2019-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	1
Number of participants with account balances	2019-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: ROBERT R. MARCHIONE, CPA, PC 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	1
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	0
Total of all active and inactive participants	2018-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	1
Number of participants with account balances	2018-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: ROBERT R. MARCHIONE, CPA, PC 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	1
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	0
Total of all active and inactive participants	2017-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	1
Number of participants with account balances	2017-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0

Financial Data on ROBERT R. MARCHIONE, CPA, PC 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2023 : ROBERT R. MARCHIONE, CPA, PC 401(K) PROFIT SHARING PLAN 2023 401k financial data
Total income from all sources	2023-12-31	$151,791
Expenses. Total of all expenses incurred	2023-12-31	$2,484
Total plan assets at end of year	2023-12-31	$914,313
Total plan assets at beginning of year	2023-12-31	$765,006
Total contributions received or receivable from participants	2023-12-31	$30,000
Expenses. Other expenses not covered elsewhere	2023-12-31	$2,484
Other income received	2023-12-31	$101,991
Net income (gross income less expenses)	2023-12-31	$149,307
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$914,313
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$765,006
Total contributions received or receivable from employer(s)	2023-12-31	$19,800
2022 : ROBERT R. MARCHIONE, CPA, PC 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources	2022-12-31	$-60,619
Expenses. Total of all expenses incurred	2022-12-31	$2,610
Total plan assets at end of year	2022-12-31	$765,006
Total plan assets at beginning of year	2022-12-31	$828,235
Total contributions received or receivable from participants	2022-12-31	$27,000
Expenses. Other expenses not covered elsewhere	2022-12-31	$116
Other income received	2022-12-31	$-99,019
Net income (gross income less expenses)	2022-12-31	$-63,229
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$765,006
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$828,235
Total contributions received or receivable from employer(s)	2022-12-31	$11,400
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$2,494
2021 : ROBERT R. MARCHIONE, CPA, PC 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$183,752
Expenses. Total of all expenses incurred	2021-12-31	$2,500
Total plan assets at end of year	2021-12-31	$828,235
Total plan assets at beginning of year	2021-12-31	$646,983
Total contributions received or receivable from participants	2021-12-31	$26,000
Other income received	2021-12-31	$155,972
Net income (gross income less expenses)	2021-12-31	$181,252
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$828,235
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$646,983
Total contributions received or receivable from employer(s)	2021-12-31	$1,780
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$2,500
2020 : ROBERT R. MARCHIONE, CPA, PC 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$66,224
Expenses. Total of all expenses incurred	2020-12-31	$1,980
Total plan assets at end of year	2020-12-31	$646,983
Total plan assets at beginning of year	2020-12-31	$582,739
Total contributions received or receivable from participants	2020-12-31	$26,000
Other income received	2020-12-31	$38,444
Net income (gross income less expenses)	2020-12-31	$64,244
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$646,983
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$582,739
Total contributions received or receivable from employer(s)	2020-12-31	$1,780
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$1,980
2019 : ROBERT R. MARCHIONE, CPA, PC 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$141,857
Expenses. Total of all expenses incurred	2019-12-31	$1,587
Total plan assets at end of year	2019-12-31	$582,739
Total plan assets at beginning of year	2019-12-31	$442,469
Total contributions received or receivable from participants	2019-12-31	$1,620
Other income received	2019-12-31	$115,237
Net income (gross income less expenses)	2019-12-31	$140,270
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$582,739
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$442,469
Total contributions received or receivable from employer(s)	2019-12-31	$25,000
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$1,587
2018 : ROBERT R. MARCHIONE, CPA, PC 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$-28,200
Expenses. Total of all expenses incurred	2018-12-31	$1,506
Total plan assets at end of year	2018-12-31	$442,469
Total plan assets at beginning of year	2018-12-31	$472,175
Total contributions received or receivable from participants	2018-12-31	$24,500
Other income received	2018-12-31	$-54,260
Net income (gross income less expenses)	2018-12-31	$-29,706
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$442,469
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$472,175
Total contributions received or receivable from employer(s)	2018-12-31	$1,560
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$1,506
2017 : ROBERT R. MARCHIONE, CPA, PC 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$88,738
Expenses. Total of all expenses incurred	2017-12-31	$1,556
Total plan assets at end of year	2017-12-31	$472,175
Total plan assets at beginning of year	2017-12-31	$384,993
Total contributions received or receivable from participants	2017-12-31	$24,000
Other income received	2017-12-31	$63,568
Net income (gross income less expenses)	2017-12-31	$87,182
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$472,175
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$384,993
Total contributions received or receivable from employer(s)	2017-12-31	$1,170
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$1,556

Form 5500 Responses for ROBERT R. MARCHIONE, CPA, PC 401(K) PROFIT SHARING PLAN

2023: ROBERT R. MARCHIONE, CPA, PC 401(K) PROFIT SHARING PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: ROBERT R. MARCHIONE, CPA, PC 401(K) PROFIT SHARING PLAN 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: ROBERT R. MARCHIONE, CPA, PC 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 – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: ROBERT R. MARCHIONE, CPA, PC 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 – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: ROBERT R. MARCHIONE, CPA, PC 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 – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: ROBERT R. MARCHIONE, CPA, PC 401(K) PROFIT SHARING 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: ROBERT R. MARCHIONE, CPA, PC 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	ROBERT MARCHIONE, CPA, PC
Employer identification number (EIN):	043786317
NAIC Classification:	541211
NAIC Description:	Offices of Certified Public Accountants