Plan Name | DAVID H. ANGLISS CPA PROFIT SHARING PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
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Company Name: | DAVID H. ANGLISS |
Employer identification number (EIN): | 061310615 |
NAIC Classification: | 541211 |
NAIC Description: | Offices of Certified Public Accountants |
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2013-01-01 | DAVID H. ANGLISS | 2014-03-31 | DAVID H. ANGLISS | 2014-03-31 |
001 | 2012-01-01 | DAVID ANGLISS | 2013-07-22 | DAVID ANGLISS | 2013-07-22 |
001 | 2011-01-01 | DAVID ANGLISS | 2012-07-25 | ||
001 | 2009-01-01 | DAVID ANGLISS |
Measure | Date | Value |
---|---|---|
2009: DAVID H. ANGLISS CPA PROFIT SHARING PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 5 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 4 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 1 |
Total of all active and inactive participants | 2009-01-01 | 5 |
Total participants | 2009-01-01 | 5 |
Number of participants with account balances | 2009-01-01 | 4 |
Measure | Date | Value |
---|---|---|
2010 : DAVID H. ANGLISS CPA PROFIT SHARING PLAN 2010 401k financial data | ||
Total income from all sources | 2010-12-31 | $88,816 |
Total plan assets at end of year | 2010-12-31 | $558,626 |
Total plan assets at beginning of year | 2010-12-31 | $469,810 |
Other income received | 2010-12-31 | $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 |
2009: DAVID H. ANGLISS CPA PROFIT SHARING PLAN 2009 form 5500 responses | ||
---|---|---|
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |