Logo

AMERICAN INSTITUTE OF CERTIFIED PUBLIC ACCOUNTANTS RETIREMENT PLAN 401k Plan overview

Plan NameAMERICAN INSTITUTE OF CERTIFIED PUBLIC ACCOUNTANTS RETIREMENT PLAN
Plan identification number 002

AMERICAN INSTITUTE OF CERTIFIED PUBLIC ACCOUNTANTS RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Plan covering Self-Employed individuals.
  • 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

CONO J. GALLO AND COMPANY, LLP has sponsored the creation of one or more 401k plans.

Company Name:CONO J. GALLO AND COMPANY, LLP
Employer identification number (EIN):112541995
NAIC Classification:541211
NAIC Description:Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan AMERICAN INSTITUTE OF CERTIFIED PUBLIC ACCOUNTANTS RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022013-01-01JOHN J. GALLO2013-07-03 JOHN J. GALLO2013-07-03
0022012-01-01JOHN J. GALLO2013-05-31 JOHN J. GALLO2013-05-31
0022011-01-01JOHN J. GALLO
0022010-01-01JOHN J. GALLO
0022009-01-01JOHN J. GALLO
0022009-01-01 JOHN J. GALLO2010-05-14

Plan Statistics for AMERICAN INSTITUTE OF CERTIFIED PUBLIC ACCOUNTANTS RETIREMENT PLAN

401k plan membership statisitcs for AMERICAN INSTITUTE OF CERTIFIED PUBLIC ACCOUNTANTS RETIREMENT PLAN

Measure Date Value
2011: AMERICAN INSTITUTE OF CERTIFIED PUBLIC ACCOUNTANTS RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-015
Total number of active participants reported on line 7a of the Form 55002011-01-013
Number of retired or separated participants receiving benefits2011-01-011
Total of all active and inactive participants2011-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-015
Number of participants with account balances2011-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: AMERICAN INSTITUTE OF CERTIFIED PUBLIC ACCOUNTANTS RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-015
Total number of active participants reported on line 7a of the Form 55002010-01-013
Number of retired or separated participants receiving benefits2010-01-011
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-011
Total participants2010-01-015
Number of participants with account balances2010-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: AMERICAN INSTITUTE OF CERTIFIED PUBLIC ACCOUNTANTS RETIREMENT 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
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-015
Number of participants with account balances2009-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on AMERICAN INSTITUTE OF CERTIFIED PUBLIC ACCOUNTANTS RETIREMENT PLAN

Measure Date Value
2011 : AMERICAN INSTITUTE OF CERTIFIED PUBLIC ACCOUNTANTS RETIREMENT PLAN 2011 401k financial data
Total income from all sources2011-12-31$62,354
Expenses. Total of all expenses incurred2011-12-31$93,480
Benefits paid (including direct rollovers)2011-12-31$93,480
Total plan assets at end of year2011-12-31$2,854,561
Total plan assets at beginning of year2011-12-31$2,885,687
Other income received2011-12-31$10,726
Net income (gross income less expenses)2011-12-31$-31,126
Net plan assets at end of year (total assets less liabilities)2011-12-31$2,854,561
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$2,885,687
Total contributions received or receivable from employer(s)2011-12-31$51,628
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : AMERICAN INSTITUTE OF CERTIFIED PUBLIC ACCOUNTANTS RETIREMENT PLAN 2010 401k financial data
Total income from all sources2010-12-31$293,695
Expenses. Total of all expenses incurred2010-12-31$46,956
Benefits paid (including direct rollovers)2010-12-31$46,956
Total plan assets at end of year2010-12-31$2,885,687
Total plan assets at beginning of year2010-12-31$2,638,948
Other income received2010-12-31$261,576
Net income (gross income less expenses)2010-12-31$246,739
Net plan assets at end of year (total assets less liabilities)2010-12-31$2,885,687
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$2,638,948
Total contributions received or receivable from employer(s)2010-12-31$32,119
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : AMERICAN INSTITUTE OF CERTIFIED PUBLIC ACCOUNTANTS RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for AMERICAN INSTITUTE OF CERTIFIED PUBLIC ACCOUNTANTS RETIREMENT PLAN

2011: AMERICAN INSTITUTE OF CERTIFIED PUBLIC ACCOUNTANTS RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: AMERICAN INSTITUTE OF CERTIFIED PUBLIC ACCOUNTANTS RETIREMENT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: AMERICAN INSTITUTE OF CERTIFIED PUBLIC ACCOUNTANTS RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
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

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1