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SELF-EMPLOYED 401(K) FOR STEVEN L. LOPATA 401k Plan overview

Plan NameSELF-EMPLOYED 401(K) FOR STEVEN L. LOPATA
Plan identification number 001

SELF-EMPLOYED 401(K) FOR STEVEN L. LOPATA Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.

401k Sponsoring company profile

STEVEN L. LOPATA, CPA LTD has sponsored the creation of one or more 401k plans.

Company Name:STEVEN L. LOPATA, CPA LTD
Employer identification number (EIN):200397855
NAIC Classification:541211
NAIC Description:Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SELF-EMPLOYED 401(K) FOR STEVEN L. LOPATA

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01STEVEN L. LOPATA

Plan Statistics for SELF-EMPLOYED 401(K) FOR STEVEN L. LOPATA

401k plan membership statisitcs for SELF-EMPLOYED 401(K) FOR STEVEN L. LOPATA

Measure Date Value
2023: SELF-EMPLOYED 401(K) FOR STEVEN L. LOPATA 2023 401k membership
Total participants, beginning-of-year2023-01-011
Total number of active participants reported on line 7a of the Form 55002023-01-011
Total of all active and inactive participants2023-01-011
Total participants2023-01-011
Number of participants with account balances2023-01-011
2022: SELF-EMPLOYED 401(K) FOR STEVEN L. LOPATA 2022 401k membership
Total participants, beginning-of-year2022-01-011
Total number of active participants reported on line 7a of the Form 55002022-01-011
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-011
Number of participants with account balances2022-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: SELF-EMPLOYED 401(K) FOR STEVEN L. LOPATA 2021 401k membership
Total participants, beginning-of-year2021-01-011
Total number of active participants reported on line 7a of the Form 55002021-01-011
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-011
Number of participants with account balances2021-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: SELF-EMPLOYED 401(K) FOR STEVEN L. LOPATA 2020 401k membership
Total participants, beginning-of-year2020-01-011
Total of all active and inactive participants2020-01-010
Total participants2020-01-010
2019: SELF-EMPLOYED 401(K) FOR STEVEN L. LOPATA 2019 401k membership
Total participants, beginning-of-year2019-01-011
Total number of active participants reported on line 7a of the Form 55002019-01-011
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-011
Number of participants with account balances2019-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: SELF-EMPLOYED 401(K) FOR STEVEN L. LOPATA 2018 401k membership
Total participants, beginning-of-year2018-01-011
Total number of active participants reported on line 7a of the Form 55002018-01-010
Number of retired or separated participants receiving benefits2018-01-011
Total of all active and inactive participants2018-01-011
Total participants2018-01-011

Financial Data on SELF-EMPLOYED 401(K) FOR STEVEN L. LOPATA

Measure Date Value
2023 : SELF-EMPLOYED 401(K) FOR STEVEN L. LOPATA 2023 401k financial data
Total income from all sources2023-12-31$184,193
Total plan assets at end of year2023-12-31$809,527
Total plan assets at beginning of year2023-12-31$625,334
Total contributions received or receivable from participants2023-12-31$30,000
Other income received2023-12-31$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
Total income from all sources2022-12-31$26,750
Expenses. Total of all expenses incurred2022-12-31$284,875
Total plan assets at end of year2022-12-31$625,334
Total plan assets at beginning of year2022-12-31$883,459
Total contributions received or receivable from participants2022-12-31$26,750
Expenses. Other expenses not covered elsewhere2022-12-31$284,875
Net income (gross income less expenses)2022-12-31$-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
Total income from all sources2021-12-31$110,179
Total plan assets at end of year2021-12-31$883,459
Total plan assets at beginning of year2021-12-31$773,280
Total contributions received or receivable from participants2021-12-31$26,000
Other income received2021-12-31$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
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$251,503
Total plan assets at end of year2020-12-31$773,280
Total plan assets at beginning of year2020-12-31$521,777
Total contributions received or receivable from participants2020-12-31$25,000
Other income received2020-12-31$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
Transfers to/from the plan2019-12-31$123,053
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$136,580
Total plan assets at end of year2019-12-31$521,777
Total plan assets at beginning of year2019-12-31$262,144
Total contributions received or receivable from participants2019-12-31$25,000
Other income received2019-12-31$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
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$27,915
Total plan assets at end of year2018-12-31$262,144
Total plan assets at beginning of year2018-12-31$234,229
Other income received2018-12-31$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

Form 5500 Responses for SELF-EMPLOYED 401(K) FOR STEVEN L. LOPATA

2023: SELF-EMPLOYED 401(K) FOR STEVEN L. LOPATA 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: SELF-EMPLOYED 401(K) FOR STEVEN L. LOPATA 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: SELF-EMPLOYED 401(K) FOR STEVEN L. LOPATA 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: SELF-EMPLOYED 401(K) FOR STEVEN L. LOPATA 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: SELF-EMPLOYED 401(K) FOR STEVEN L. LOPATA 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: SELF-EMPLOYED 401(K) FOR STEVEN L. LOPATA 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes

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