GERARD ADDEO, CPA, P.C. PROFIT SHARING PLAN 401k Plan overview
| Plan Name | GERARD ADDEO, CPA, P.C. PROFIT SHARING PLAN |
| Plan identification number | 001 |
GERARD ADDEO, CPA, P.C. PROFIT SHARING PLAN Benefits
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits | - Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
- Profit-sharing
- 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
GERARD ADDEO, CPA, P.C. has sponsored the creation of one or more 401k plans.
| Company Name: | GERARD ADDEO, CPA, P.C. |
| Employer identification number (EIN): | 134129113 |
| NAIC Classification: | 541211 |
| NAIC Description: | Offices of Certified Public Accountants |
Additional information about GERARD ADDEO, CPA, P.C.
| Jurisdiction of Incorporation: | New York Department of State |
| Incorporation Date: | 2000-08-15 |
| Company Identification Number: | 2542213 |
| Legal Registered Office Address: |
12 TROTTER DRIVE
New York
NORTH SALEM
United States of America (USA)
10560
|
More information about GERARD ADDEO, CPA, P.C.
Form 5500 Filing Information
Submission information for form 5500 for 401k plan GERARD ADDEO, CPA, P.C. PROFIT SHARING PLAN
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|
| 001 | 2016-01-01 | GERARD ADDEO | | | |
| 001 | 2015-01-01 | GERARD ADDEO | 2016-10-17 | | |
| 001 | 2014-01-01 | GERARD ADDEO | 2015-10-06 | | |
| 001 | 2013-01-01 | GERARD ADDEO | 2014-08-18 | | |
| 001 | 2012-01-01 | GERARD ADDEO | 2013-07-16 | | |
| 001 | 2011-01-01 | GERARD ADDEO | 2012-05-30 | | |
| 001 | 2010-01-01 | GERARD ADDEO | 2011-06-02 | | |
Plan Statistics for GERARD ADDEO, CPA, P.C. PROFIT SHARING PLAN
401k plan membership statisitcs for GERARD ADDEO, CPA, P.C. PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2016: GERARD ADDEO, CPA, P.C. PROFIT SHARING PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 8 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 0 |
| Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 8 |
| Total of all active and inactive participants | 2016-01-01 | 8 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
| Total participants | 2016-01-01 | 8 |
| Number of participants with account balances | 2016-01-01 | 8 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
Financial Data on GERARD ADDEO, CPA, P.C. PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2016 : GERARD ADDEO, CPA, P.C. PROFIT SHARING PLAN 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $16,649 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $0 |
| Total plan assets at end of year | 2016-12-31 | $864,430 |
| Total plan assets at beginning of year | 2016-12-31 | $847,781 |
| Value of fidelity bond covering the plan | 2016-12-31 | $100,000 |
| Other income received | 2016-12-31 | $16,649 |
| Net income (gross income less expenses) | 2016-12-31 | $16,649 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $864,430 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $847,781 |
Form 5500 Responses for GERARD ADDEO, CPA, P.C. PROFIT SHARING PLAN
| 2016: GERARD ADDEO, CPA, P.C. PROFIT SHARING PLAN 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 |
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