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DAVID H. ANGLISS CPA PROFIT SHARING PLAN 401k Plan overview

Plan NameDAVID H. ANGLISS CPA PROFIT SHARING PLAN
Plan identification number 001

DAVID H. ANGLISS CPA PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

DAVID H. ANGLISS has sponsored the creation of one or more 401k plans.

Company Name:DAVID H. ANGLISS
Employer identification number (EIN):061310615
NAIC Classification:541211
NAIC Description:Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DAVID H. ANGLISS CPA PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012013-01-01DAVID H. ANGLISS2014-03-31 DAVID H. ANGLISS2014-03-31
0012012-01-01DAVID ANGLISS2013-07-22 DAVID ANGLISS2013-07-22
0012011-01-01DAVID ANGLISS2012-07-25
0012009-01-01DAVID ANGLISS

Plan Statistics for DAVID H. ANGLISS CPA PROFIT SHARING PLAN

401k plan membership statisitcs for DAVID H. ANGLISS CPA PROFIT SHARING PLAN

Measure Date Value
2009: DAVID H. ANGLISS CPA PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-015
Total number of active participants reported on line 7a of the Form 55002009-01-014
Number of retired or separated participants receiving benefits2009-01-011
Total of all active and inactive participants2009-01-015
Total participants2009-01-015
Number of participants with account balances2009-01-014

Financial Data on DAVID H. ANGLISS CPA PROFIT SHARING PLAN

Measure Date Value
2010 : DAVID H. ANGLISS CPA PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$88,816
Total plan assets at end of year2010-12-31$558,626
Total plan assets at beginning of year2010-12-31$469,810
Other income received2010-12-31$48,816
Net income (gross income less expenses)2010-12-31$88,816
Net plan assets at end of year (total assets less liabilities)2010-12-31$558,626
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$469,810
Total contributions received or receivable from employer(s)2010-12-31$40,000

Form 5500 Responses for DAVID H. ANGLISS CPA PROFIT SHARING PLAN

2009: DAVID H. ANGLISS CPA PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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