STEVEN L. LOPATA, CPA LTD has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan SELF-EMPLOYED 401(K) FOR STEVEN L. LOPATA
401k plan membership statisitcs for SELF-EMPLOYED 401(K) FOR STEVEN L. LOPATA
Measure | Date | Value |
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2023: SELF-EMPLOYED 401(K) FOR STEVEN L. LOPATA 2023 401k membership |
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Total participants, beginning-of-year | 2023-01-01 | 1 |
Total number of active participants reported on line 7a of the Form 5500 | 2023-01-01 | 1 |
Total of all active and inactive participants | 2023-01-01 | 1 |
Total participants | 2023-01-01 | 1 |
Number of participants with account balances | 2023-01-01 | 1 |
2022: SELF-EMPLOYED 401(K) FOR STEVEN L. LOPATA 2022 401k membership |
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Total participants, beginning-of-year | 2022-01-01 | 1 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 1 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 0 |
Total of all active and inactive participants | 2022-01-01 | 1 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 1 |
Number of participants with account balances | 2022-01-01 | 1 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: SELF-EMPLOYED 401(K) FOR STEVEN L. LOPATA 2021 401k membership |
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Total participants, beginning-of-year | 2021-01-01 | 1 |
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: SELF-EMPLOYED 401(K) FOR STEVEN L. LOPATA 2020 401k membership |
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Total participants, beginning-of-year | 2020-01-01 | 1 |
Total of all active and inactive participants | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 0 |
2019: SELF-EMPLOYED 401(K) FOR STEVEN L. LOPATA 2019 401k membership |
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Total participants, beginning-of-year | 2019-01-01 | 1 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 1 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 0 |
Total of all active and inactive participants | 2019-01-01 | 1 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 1 |
Number of participants with account balances | 2019-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: SELF-EMPLOYED 401(K) FOR STEVEN L. LOPATA 2018 401k membership |
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Total participants, beginning-of-year | 2018-01-01 | 1 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 0 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 1 |
Total of all active and inactive participants | 2018-01-01 | 1 |
Total participants | 2018-01-01 | 1 |
Measure | Date | Value |
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2023 : SELF-EMPLOYED 401(K) FOR STEVEN L. LOPATA 2023 401k financial data |
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Total income from all sources | 2023-12-31 | $184,193 |
Total plan assets at end of year | 2023-12-31 | $809,527 |
Total plan assets at beginning of year | 2023-12-31 | $625,334 |
Total contributions received or receivable from participants | 2023-12-31 | $30,000 |
Other income received | 2023-12-31 | $140,443 |
Net income (gross income less expenses) | 2023-12-31 | $184,193 |
Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $809,527 |
Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $625,334 |
Total contributions received or receivable from employer(s) | 2023-12-31 | $13,750 |
2022 : SELF-EMPLOYED 401(K) FOR STEVEN L. LOPATA 2022 401k financial data |
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Total income from all sources | 2022-12-31 | $26,750 |
Expenses. Total of all expenses incurred | 2022-12-31 | $284,875 |
Total plan assets at end of year | 2022-12-31 | $625,334 |
Total plan assets at beginning of year | 2022-12-31 | $883,459 |
Total contributions received or receivable from participants | 2022-12-31 | $26,750 |
Expenses. Other expenses not covered elsewhere | 2022-12-31 | $284,875 |
Net income (gross income less expenses) | 2022-12-31 | $-258,125 |
Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $625,334 |
Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $883,459 |
2021 : SELF-EMPLOYED 401(K) FOR STEVEN L. LOPATA 2021 401k financial data |
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Total income from all sources | 2021-12-31 | $110,179 |
Total plan assets at end of year | 2021-12-31 | $883,459 |
Total plan assets at beginning of year | 2021-12-31 | $773,280 |
Total contributions received or receivable from participants | 2021-12-31 | $26,000 |
Other income received | 2021-12-31 | $68,929 |
Net income (gross income less expenses) | 2021-12-31 | $110,179 |
Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $883,459 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $773,280 |
Total contributions received or receivable from employer(s) | 2021-12-31 | $15,250 |
2020 : SELF-EMPLOYED 401(K) FOR STEVEN L. LOPATA 2020 401k financial data |
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Total plan liabilities at beginning of year | 2020-12-31 | $0 |
Total income from all sources | 2020-12-31 | $251,503 |
Total plan assets at end of year | 2020-12-31 | $773,280 |
Total plan assets at beginning of year | 2020-12-31 | $521,777 |
Total contributions received or receivable from participants | 2020-12-31 | $25,000 |
Other income received | 2020-12-31 | $214,003 |
Net income (gross income less expenses) | 2020-12-31 | $251,503 |
Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $773,280 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $521,777 |
Total contributions received or receivable from employer(s) | 2020-12-31 | $12,500 |
2019 : SELF-EMPLOYED 401(K) FOR STEVEN L. LOPATA 2019 401k financial data |
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Transfers to/from the plan | 2019-12-31 | $123,053 |
Total plan liabilities at beginning of year | 2019-12-31 | $0 |
Total income from all sources | 2019-12-31 | $136,580 |
Total plan assets at end of year | 2019-12-31 | $521,777 |
Total plan assets at beginning of year | 2019-12-31 | $262,144 |
Total contributions received or receivable from participants | 2019-12-31 | $25,000 |
Other income received | 2019-12-31 | $99,330 |
Net income (gross income less expenses) | 2019-12-31 | $136,580 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $521,777 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $262,144 |
Total contributions received or receivable from employer(s) | 2019-12-31 | $12,250 |
2018 : SELF-EMPLOYED 401(K) FOR STEVEN L. LOPATA 2018 401k financial data |
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Total plan liabilities at beginning of year | 2018-12-31 | $0 |
Total income from all sources | 2018-12-31 | $27,915 |
Total plan assets at end of year | 2018-12-31 | $262,144 |
Total plan assets at beginning of year | 2018-12-31 | $234,229 |
Other income received | 2018-12-31 | $27,915 |
Net income (gross income less expenses) | 2018-12-31 | $27,915 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $262,144 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $234,229 |
2023: SELF-EMPLOYED 401(K) FOR STEVEN L. LOPATA 2023 form 5500 responses |
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2023-01-01 | Type of plan entity | Single employer plan |
2023-01-01 | Plan funding arrangement – Trust | Yes |
2023-01-01 | Plan benefit arrangement - Trust | Yes |
2022: SELF-EMPLOYED 401(K) FOR STEVEN L. LOPATA 2022 form 5500 responses |
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2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: SELF-EMPLOYED 401(K) FOR STEVEN L. LOPATA 2021 form 5500 responses |
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2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: SELF-EMPLOYED 401(K) FOR STEVEN L. LOPATA 2020 form 5500 responses |
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2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: SELF-EMPLOYED 401(K) FOR STEVEN L. LOPATA 2019 form 5500 responses |
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2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: SELF-EMPLOYED 401(K) FOR STEVEN L. LOPATA 2018 form 5500 responses |
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2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |