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JOSEPH A MORABITO CPA CGM PROFIT SHARING PLAN 401k Plan overview

Plan NameJOSEPH A MORABITO CPA CGM PROFIT SHARING PLAN
Plan identification number 001

JOSEPH A MORABITO CPA CGM PROFIT SHARING 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Plan covering Self-Employed individuals.

401k Sponsoring company profile

JOSEPH A MORABITO CPA has sponsored the creation of one or more 401k plans.

Company Name:JOSEPH A MORABITO CPA
Employer identification number (EIN):133147024
NAIC Classification:541211
NAIC Description:Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOSEPH A MORABITO CPA CGM PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012012-01-01JOSEPH A MORABITO JOSEPH A MORABITO2013-07-16
0012011-01-01JOSEPH A MORABITO JOSEPH A MORABITO2012-07-13
0012010-01-01JOSEPH A MORABITO JOSEPH A MORABITO2011-07-06
0012009-01-01JOSEPH A MORABITO JOSEPH A MORABITO2010-07-12
0012009-01-01JOSEPH A MORABITO JOSEPH A MORABITO2010-07-12

Plan Statistics for JOSEPH A MORABITO CPA CGM PROFIT SHARING PLAN

401k plan membership statisitcs for JOSEPH A MORABITO CPA CGM PROFIT SHARING PLAN

Measure Date Value
2012: JOSEPH A MORABITO CPA CGM PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011
Total number of active participants reported on line 7a of the Form 55002012-01-011
Total of all active and inactive participants2012-01-011
Total participants2012-01-011
Number of participants with account balances2012-01-011
2011: JOSEPH A MORABITO CPA CGM PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011
Total number of active participants reported on line 7a of the Form 55002011-01-011
Total of all active and inactive participants2011-01-011
Total participants2011-01-011
Number of participants with account balances2011-01-011
2010: JOSEPH A MORABITO CPA CGM PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-011
Total number of active participants reported on line 7a of the Form 55002010-01-011
Total of all active and inactive participants2010-01-011
Total participants2010-01-011
2009: JOSEPH A MORABITO CPA CGM PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011
Total number of active participants reported on line 7a of the Form 55002009-01-011
Total of all active and inactive participants2009-01-011
Total participants2009-01-011

Financial Data on JOSEPH A MORABITO CPA CGM PROFIT SHARING PLAN

Measure Date Value
2012 : JOSEPH A MORABITO CPA CGM PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$42,861
Expenses. Total of all expenses incurred2012-12-31$246,722
Benefits paid (including direct rollovers)2012-12-31$246,662
Total plan assets at end of year2012-12-31$7,387
Total plan assets at beginning of year2012-12-31$211,248
Other income received2012-12-31$32,346
Net income (gross income less expenses)2012-12-31$-203,861
Net plan assets at end of year (total assets less liabilities)2012-12-31$7,387
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$211,248
Total contributions received or receivable from employer(s)2012-12-31$10,515
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$60
2011 : JOSEPH A MORABITO CPA CGM PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$17,104
Expenses. Total of all expenses incurred2011-12-31$60
Total plan assets at end of year2011-12-31$211,248
Total plan assets at beginning of year2011-12-31$194,204
Other income received2011-12-31$5,189
Net income (gross income less expenses)2011-12-31$17,044
Net plan assets at end of year (total assets less liabilities)2011-12-31$211,248
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$194,204
Total contributions received or receivable from employer(s)2011-12-31$11,915
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$60
2010 : JOSEPH A MORABITO CPA CGM PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$48,461
Expenses. Total of all expenses incurred2010-12-31$60
Total plan assets at end of year2010-12-31$194,204
Total plan assets at beginning of year2010-12-31$145,803
Other income received2010-12-31$36,966
Net income (gross income less expenses)2010-12-31$48,401
Net plan assets at end of year (total assets less liabilities)2010-12-31$194,204
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$145,803
Total contributions received or receivable from employer(s)2010-12-31$11,495
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$60

Form 5500 Responses for JOSEPH A MORABITO CPA CGM PROFIT SHARING PLAN

2012: JOSEPH A MORABITO CPA CGM PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: JOSEPH A MORABITO CPA CGM PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: JOSEPH A MORABITO CPA CGM PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: JOSEPH A MORABITO CPA CGM PROFIT SHARING 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
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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