JESSE B. COHEN has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan STRATEGIC TAX & ACCTG SERVICES INC MPP/PS PLAN DATED 12/29/2000
401k plan membership statisitcs for STRATEGIC TAX & ACCTG SERVICES INC MPP/PS PLAN DATED 12/29/2000
| Measure | Date | Value |
|---|
| 2021: STRATEGIC TAX & ACCTG SERVICES INC MPP/PS PLAN DATED 12/29/2000 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-01-01 | 2 |
| 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: STRATEGIC TAX & ACCTG SERVICES INC MPP/PS PLAN DATED 12/29/2000 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 2 |
| Total of all active and inactive participants | 2020-01-01 | 2 |
| Total participants | 2020-01-01 | 2 |
| Number of participants with account balances | 2020-01-01 | 2 |
| 2019: STRATEGIC TAX & ACCTG SERVICES INC MPP/PS PLAN DATED 12/29/2000 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 2 |
| Total of all active and inactive participants | 2019-01-01 | 2 |
| Total participants | 2019-01-01 | 2 |
| Number of participants with account balances | 2019-01-01 | 2 |
| 2018: STRATEGIC TAX & ACCTG SERVICES INC MPP/PS PLAN DATED 12/29/2000 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 2 |
| Total of all active and inactive participants | 2018-01-01 | 2 |
| Total participants | 2018-01-01 | 2 |
| Number of participants with account balances | 2018-01-01 | 2 |
| 2017: STRATEGIC TAX & ACCTG SERVICES INC MPP/PS PLAN DATED 12/29/2000 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 2 |
| Total of all active and inactive participants | 2017-01-01 | 2 |
| Total participants | 2017-01-01 | 2 |
| Number of participants with account balances | 2017-01-01 | 2 |
| 2016: STRATEGIC TAX & ACCTG SERVICES INC MPP/PS PLAN DATED 12/29/2000 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 2 |
| Total of all active and inactive participants | 2016-01-01 | 2 |
| Total participants | 2016-01-01 | 2 |
| 2015: STRATEGIC TAX & ACCTG SERVICES INC MPP/PS PLAN DATED 12/29/2000 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 2 |
| Total of all active and inactive participants | 2015-01-01 | 2 |
| Total participants | 2015-01-01 | 2 |
| 2014: STRATEGIC TAX & ACCTG SERVICES INC MPP/PS PLAN DATED 12/29/2000 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 2 |
| Total of all active and inactive participants | 2014-01-01 | 2 |
| Total participants | 2014-01-01 | 2 |
| Number of participants with account balances | 2014-01-01 | 2 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
| 2013: STRATEGIC TAX & ACCTG SERVICES INC MPP/PS PLAN DATED 12/29/2000 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 2 |
| Total of all active and inactive participants | 2013-01-01 | 2 |
| Total participants | 2013-01-01 | 2 |
| Number of participants with account balances | 2013-01-01 | 2 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
| 2012: STRATEGIC TAX & ACCTG SERVICES INC MPP/PS PLAN DATED 12/29/2000 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 2 |
| Total of all active and inactive participants | 2012-01-01 | 2 |
| Total participants | 2012-01-01 | 2 |
| Number of participants with account balances | 2012-01-01 | 2 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
| 2011: STRATEGIC TAX & ACCTG SERVICES INC MPP/PS PLAN DATED 12/29/2000 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 2 |
| Total of all active and inactive participants | 2011-01-01 | 2 |
| Total participants | 2011-01-01 | 2 |
| Number of participants with account balances | 2011-01-01 | 2 |
| 2009: STRATEGIC TAX & ACCTG SERVICES INC MPP/PS PLAN DATED 12/29/2000 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 | 2 |
| Total of all active and inactive participants | 2009-01-01 | 2 |
| Total participants | 2009-01-01 | 2 |
| Measure | Date | Value |
|---|
| 2021 : STRATEGIC TAX & ACCTG SERVICES INC MPP/PS PLAN DATED 12/29/2000 2021 401k financial data |
|---|
| Total income from all sources | 2021-12-31 | $236,925 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $229,174 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $229,174 |
| Total plan assets at end of year | 2021-12-31 | $1,408,876 |
| Total plan assets at beginning of year | 2021-12-31 | $1,401,125 |
| Other income received | 2021-12-31 | $205,799 |
| Net income (gross income less expenses) | 2021-12-31 | $7,751 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $1,408,876 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $1,401,125 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $31,126 |
| 2020 : STRATEGIC TAX & ACCTG SERVICES INC MPP/PS PLAN DATED 12/29/2000 2020 401k financial data |
|---|
| Total income from all sources | 2020-12-31 | $194,779 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $13,000 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $13,000 |
| Total plan assets at end of year | 2020-12-31 | $1,401,125 |
| Total plan assets at beginning of year | 2020-12-31 | $1,219,346 |
| Other income received | 2020-12-31 | $146,879 |
| Net income (gross income less expenses) | 2020-12-31 | $181,779 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $1,401,125 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $1,219,346 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $47,900 |
| 2019 : STRATEGIC TAX & ACCTG SERVICES INC MPP/PS PLAN DATED 12/29/2000 2019 401k financial data |
|---|
| Total income from all sources | 2019-12-31 | $291,064 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $13,000 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $13,000 |
| Total plan assets at end of year | 2019-12-31 | $1,219,346 |
| Total plan assets at beginning of year | 2019-12-31 | $941,282 |
| Other income received | 2019-12-31 | $244,792 |
| Net income (gross income less expenses) | 2019-12-31 | $278,064 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $1,219,346 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $941,282 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $46,272 |
| 2018 : STRATEGIC TAX & ACCTG SERVICES INC MPP/PS PLAN DATED 12/29/2000 2018 401k financial data |
|---|
| Total income from all sources | 2018-12-31 | $-66,288 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $7,000 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $7,000 |
| Total plan assets at end of year | 2018-12-31 | $941,282 |
| Total plan assets at beginning of year | 2018-12-31 | $1,014,570 |
| Other income received | 2018-12-31 | $-110,982 |
| Net income (gross income less expenses) | 2018-12-31 | $-73,288 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $941,282 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $1,014,570 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $44,694 |
| 2017 : STRATEGIC TAX & ACCTG SERVICES INC MPP/PS PLAN DATED 12/29/2000 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $209,757 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $0 |
| Total plan assets at end of year | 2017-12-31 | $1,014,570 |
| Total plan assets at beginning of year | 2017-12-31 | $804,813 |
| Other income received | 2017-12-31 | $165,846 |
| Net income (gross income less expenses) | 2017-12-31 | $209,757 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $1,014,570 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $804,813 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $43,911 |
| 2016 : STRATEGIC TAX & ACCTG SERVICES INC MPP/PS PLAN DATED 12/29/2000 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $123,740 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $0 |
| Total plan assets at end of year | 2016-12-31 | $804,813 |
| Total plan assets at beginning of year | 2016-12-31 | $681,073 |
| Other income received | 2016-12-31 | $82,194 |
| Net income (gross income less expenses) | 2016-12-31 | $123,740 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $804,813 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $681,073 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $41,546 |
| 2015 : STRATEGIC TAX & ACCTG SERVICES INC MPP/PS PLAN DATED 12/29/2000 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $64,359 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $0 |
| Total plan assets at end of year | 2015-12-31 | $681,073 |
| Total plan assets at beginning of year | 2015-12-31 | $616,714 |
| Other income received | 2015-12-31 | $23,445 |
| Net income (gross income less expenses) | 2015-12-31 | $64,359 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $681,073 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $616,714 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $40,914 |
| 2014 : STRATEGIC TAX & ACCTG SERVICES INC MPP/PS PLAN DATED 12/29/2000 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $88,251 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $0 |
| Total plan assets at end of year | 2014-12-31 | $616,714 |
| Total plan assets at beginning of year | 2014-12-31 | $528,463 |
| Other income received | 2014-12-31 | $48,496 |
| Net income (gross income less expenses) | 2014-12-31 | $88,251 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $616,714 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $528,463 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $39,755 |
| 2013 : STRATEGIC TAX & ACCTG SERVICES INC MPP/PS PLAN DATED 12/29/2000 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $99,250 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $100 |
| Total plan assets at end of year | 2013-12-31 | $528,463 |
| Total plan assets at beginning of year | 2013-12-31 | $429,313 |
| Other income received | 2013-12-31 | $60,458 |
| Net income (gross income less expenses) | 2013-12-31 | $99,150 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $528,463 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $429,313 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $38,792 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $100 |
| 2012 : STRATEGIC TAX & ACCTG SERVICES INC MPP/PS PLAN DATED 12/29/2000 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $123,542 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $100 |
| Total plan assets at end of year | 2012-12-31 | $429,313 |
| Total plan assets at beginning of year | 2012-12-31 | $305,671 |
| Other income received | 2012-12-31 | $87,612 |
| Net income (gross income less expenses) | 2012-12-31 | $123,442 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $429,313 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $305,671 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $35,930 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $100 |
| 2011 : STRATEGIC TAX & ACCTG SERVICES INC MPP/PS PLAN DATED 12/29/2000 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $30,849 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $4,500 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $4,500 |
| Total plan assets at end of year | 2011-12-31 | $305,671 |
| Total plan assets at beginning of year | 2011-12-31 | $279,322 |
| Other income received | 2011-12-31 | $-3,254 |
| Net income (gross income less expenses) | 2011-12-31 | $26,349 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $305,671 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $279,322 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $34,103 |
| 2010 : STRATEGIC TAX & ACCTG SERVICES INC MPP/PS PLAN DATED 12/29/2000 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $58,385 |
| Total plan assets at end of year | 2010-12-31 | $279,322 |
| Total plan assets at beginning of year | 2010-12-31 | $220,937 |
| Other income received | 2010-12-31 | $26,349 |
| Net income (gross income less expenses) | 2010-12-31 | $58,385 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $279,322 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $220,937 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $32,036 |
| 2021: STRATEGIC TAX & ACCTG SERVICES INC MPP/PS PLAN DATED 12/29/2000 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: STRATEGIC TAX & ACCTG SERVICES INC MPP/PS PLAN DATED 12/29/2000 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | Submission has been amended | No |
| 2020-01-01 | This submission is the final filing | No |
| 2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-01-01 | Plan is a collectively bargained plan | No |
| 2020-01-01 | Plan funding arrangement – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| 2019: STRATEGIC TAX & ACCTG SERVICES INC MPP/PS PLAN DATED 12/29/2000 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Submission has been amended | No |
| 2019-01-01 | This submission is the final filing | No |
| 2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-01-01 | Plan is a collectively bargained plan | No |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: STRATEGIC TAX & ACCTG SERVICES INC MPP/PS PLAN DATED 12/29/2000 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Submission has been amended | No |
| 2018-01-01 | This submission is the final filing | No |
| 2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-01-01 | Plan is a collectively bargained plan | No |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: STRATEGIC TAX & ACCTG SERVICES INC MPP/PS PLAN DATED 12/29/2000 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 |
| 2016: STRATEGIC TAX & ACCTG SERVICES INC MPP/PS PLAN DATED 12/29/2000 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Submission has been amended | No |
| 2016-01-01 | This submission is the final filing | No |
| 2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-01-01 | Plan is a collectively bargained plan | No |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: STRATEGIC TAX & ACCTG SERVICES INC MPP/PS PLAN DATED 12/29/2000 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Submission has been amended | No |
| 2015-01-01 | This submission is the final filing | No |
| 2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-01-01 | Plan is a collectively bargained plan | No |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: STRATEGIC TAX & ACCTG SERVICES INC MPP/PS PLAN DATED 12/29/2000 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Submission has been amended | No |
| 2014-01-01 | This submission is the final filing | No |
| 2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-01-01 | Plan is a collectively bargained plan | No |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: STRATEGIC TAX & ACCTG SERVICES INC MPP/PS PLAN DATED 12/29/2000 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Submission has been amended | No |
| 2013-01-01 | This submission is the final filing | No |
| 2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-01-01 | Plan is a collectively bargained plan | No |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: STRATEGIC TAX & ACCTG SERVICES INC MPP/PS PLAN DATED 12/29/2000 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Submission has been amended | No |
| 2012-01-01 | This submission is the final filing | No |
| 2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-01-01 | Plan is a collectively bargained plan | No |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: STRATEGIC TAX & ACCTG SERVICES INC MPP/PS PLAN DATED 12/29/2000 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Submission has been amended | No |
| 2011-01-01 | This submission is the final filing | No |
| 2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-01-01 | Plan is a collectively bargained plan | No |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: STRATEGIC TAX & ACCTG SERVICES INC MPP/PS PLAN DATED 12/29/2000 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 |
