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GERALD J. POST CPA PC PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan NameGERALD J. POST CPA PC PROFIT SHARING PLAN & TRUST
Plan identification number 002

GERALD J. POST CPA PC PROFIT SHARING PLAN & TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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

GERALD J. POST CPA PC has sponsored the creation of one or more 401k plans.

Company Name:GERALD J. POST CPA PC
Employer identification number (EIN):222711357
NAIC Classification:541211
NAIC Description:Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GERALD J. POST CPA PC PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022015-02-01GERALD POST GERALD POST2016-06-23
0022014-02-01GERALD POST GERALD POST2015-08-20
0022013-02-01GERALD POST
0022012-02-01GERALD POST
0022011-02-01GERALD POST
0022010-02-01GERALD POST
0022009-02-01GERALD POST
0022009-02-01GERALD POST

Plan Statistics for GERALD J. POST CPA PC PROFIT SHARING PLAN & TRUST

401k plan membership statisitcs for GERALD J. POST CPA PC PROFIT SHARING PLAN & TRUST

Measure Date Value
2015: GERALD J. POST CPA PC PROFIT SHARING PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year2015-02-013
Total number of active participants reported on line 7a of the Form 55002015-02-010
Number of other retired or separated participants entitled to future benefits2015-02-010
Total of all active and inactive participants2015-02-010
Total participants2015-02-010
Number of participants with account balances2015-02-010
2014: GERALD J. POST CPA PC PROFIT SHARING PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year2014-02-013
Total number of active participants reported on line 7a of the Form 55002014-02-012
Number of other retired or separated participants entitled to future benefits2014-02-011
Total of all active and inactive participants2014-02-013
Total participants2014-02-013
Number of participants with account balances2014-02-013
2013: GERALD J. POST CPA PC PROFIT SHARING PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year2013-02-013
Total number of active participants reported on line 7a of the Form 55002013-02-012
Number of other retired or separated participants entitled to future benefits2013-02-011
Total of all active and inactive participants2013-02-013
Total participants2013-02-013
Number of participants with account balances2013-02-013
2012: GERALD J. POST CPA PC PROFIT SHARING PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year2012-02-013
Total number of active participants reported on line 7a of the Form 55002012-02-012
Number of other retired or separated participants entitled to future benefits2012-02-011
Total of all active and inactive participants2012-02-013
Total participants2012-02-013
Number of participants with account balances2012-02-013
2011: GERALD J. POST CPA PC PROFIT SHARING PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year2011-02-013
Total number of active participants reported on line 7a of the Form 55002011-02-012
Number of other retired or separated participants entitled to future benefits2011-02-011
Total of all active and inactive participants2011-02-013
Total participants2011-02-013
Number of participants with account balances2011-02-013
2010: GERALD J. POST CPA PC PROFIT SHARING PLAN & TRUST 2010 401k membership
Total participants, beginning-of-year2010-02-013
Total number of active participants reported on line 7a of the Form 55002010-02-012
Number of other retired or separated participants entitled to future benefits2010-02-011
Total of all active and inactive participants2010-02-013
Total participants2010-02-013
Number of participants with account balances2010-02-013
2009: GERALD J. POST CPA PC PROFIT SHARING PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year2009-02-013
Total number of active participants reported on line 7a of the Form 55002009-02-012
Number of other retired or separated participants entitled to future benefits2009-02-011
Total of all active and inactive participants2009-02-013
Total participants2009-02-013
Number of participants with account balances2009-02-013

Financial Data on GERALD J. POST CPA PC PROFIT SHARING PLAN & TRUST

Measure Date Value
2016 : GERALD J. POST CPA PC PROFIT SHARING PLAN & TRUST 2016 401k financial data
Total income from all sources2016-01-31$53,225
Expenses. Total of all expenses incurred2016-01-31$1,490,206
Benefits paid (including direct rollovers)2016-01-31$1,490,206
Total plan assets at end of year2016-01-31$0
Total plan assets at beginning of year2016-01-31$1,436,981
Other income received2016-01-31$53,225
Net income (gross income less expenses)2016-01-31$-1,436,981
Net plan assets at end of year (total assets less liabilities)2016-01-31$0
Net plan assets at beginning of year (total assets less liabilities)2016-01-31$1,436,981
Assets. Value of assets in partnership/joint-venture interests2016-01-31$0
Total contributions received or receivable from employer(s)2016-01-31$0
2015 : GERALD J. POST CPA PC PROFIT SHARING PLAN & TRUST 2015 401k financial data
Total income from all sources2015-01-31$84,456
Expenses. Total of all expenses incurred2015-01-31$35,689
Benefits paid (including direct rollovers)2015-01-31$35,689
Total plan assets at end of year2015-01-31$1,436,981
Total plan assets at beginning of year2015-01-31$1,388,214
Other income received2015-01-31$38,256
Net income (gross income less expenses)2015-01-31$48,767
Net plan assets at end of year (total assets less liabilities)2015-01-31$1,436,981
Net plan assets at beginning of year (total assets less liabilities)2015-01-31$1,388,214
Assets. Value of assets in partnership/joint-venture interests2015-01-31$293,847
Total contributions received or receivable from employer(s)2015-01-31$46,200
2014 : GERALD J. POST CPA PC PROFIT SHARING PLAN & TRUST 2014 401k financial data
Total income from all sources2014-01-31$88,233
Expenses. Total of all expenses incurred2014-01-31$33,090
Benefits paid (including direct rollovers)2014-01-31$33,090
Total plan assets at end of year2014-01-31$1,388,214
Total plan assets at beginning of year2014-01-31$1,333,071
Other income received2014-01-31$42,633
Net income (gross income less expenses)2014-01-31$55,143
Net plan assets at end of year (total assets less liabilities)2014-01-31$1,388,214
Net plan assets at beginning of year (total assets less liabilities)2014-01-31$1,333,071
Assets. Value of assets in partnership/joint-venture interests2014-01-31$305,614
Total contributions received or receivable from employer(s)2014-01-31$45,600
2013 : GERALD J. POST CPA PC PROFIT SHARING PLAN & TRUST 2013 401k financial data
Total income from all sources2013-01-31$93,427
Total plan assets at end of year2013-01-31$1,333,071
Total plan assets at beginning of year2013-01-31$1,239,644
Other income received2013-01-31$48,427
Net income (gross income less expenses)2013-01-31$93,427
Net plan assets at end of year (total assets less liabilities)2013-01-31$1,333,071
Net plan assets at beginning of year (total assets less liabilities)2013-01-31$1,239,644
Assets. Value of assets in partnership/joint-venture interests2013-01-31$293,073
Total contributions received or receivable from employer(s)2013-01-31$45,000
2012 : GERALD J. POST CPA PC PROFIT SHARING PLAN & TRUST 2012 401k financial data
Total income from all sources2012-01-31$95,497
Total plan assets at end of year2012-01-31$1,239,644
Total plan assets at beginning of year2012-01-31$1,144,147
Other income received2012-01-31$51,097
Net income (gross income less expenses)2012-01-31$95,497
Net plan assets at end of year (total assets less liabilities)2012-01-31$1,239,644
Net plan assets at beginning of year (total assets less liabilities)2012-01-31$1,144,147
Assets. Value of assets in partnership/joint-venture interests2012-01-31$288,882
Total contributions received or receivable from employer(s)2012-01-31$44,400
2011 : GERALD J. POST CPA PC PROFIT SHARING PLAN & TRUST 2011 401k financial data
Total income from all sources2011-01-31$104,235
Total plan assets at end of year2011-01-31$1,144,147
Total plan assets at beginning of year2011-01-31$1,039,912
Other income received2011-01-31$59,835
Net income (gross income less expenses)2011-01-31$104,235
Net plan assets at end of year (total assets less liabilities)2011-01-31$1,144,147
Net plan assets at beginning of year (total assets less liabilities)2011-01-31$1,039,912
Assets. Value of assets in partnership/joint-venture interests2011-01-31$282,744
Total contributions received or receivable from employer(s)2011-01-31$44,400

Form 5500 Responses for GERALD J. POST CPA PC PROFIT SHARING PLAN & TRUST

2015: GERALD J. POST CPA PC PROFIT SHARING PLAN & TRUST 2015 form 5500 responses
2015-02-01Type of plan entitySingle employer plan
2015-02-01This submission is the final filingYes
2015-02-01Plan funding arrangement – TrustYes
2015-02-01Plan benefit arrangement - TrustYes
2014: GERALD J. POST CPA PC PROFIT SHARING PLAN & TRUST 2014 form 5500 responses
2014-02-01Type of plan entitySingle employer plan
2014-02-01Plan funding arrangement – TrustYes
2014-02-01Plan benefit arrangement - TrustYes
2013: GERALD J. POST CPA PC PROFIT SHARING PLAN & TRUST 2013 form 5500 responses
2013-02-01Type of plan entitySingle employer plan
2013-02-01Plan funding arrangement – TrustYes
2013-02-01Plan benefit arrangement - TrustYes
2012: GERALD J. POST CPA PC PROFIT SHARING PLAN & TRUST 2012 form 5500 responses
2012-02-01Type of plan entitySingle employer plan
2012-02-01Plan funding arrangement – TrustYes
2012-02-01Plan benefit arrangement - TrustYes
2011: GERALD J. POST CPA PC PROFIT SHARING PLAN & TRUST 2011 form 5500 responses
2011-02-01Type of plan entitySingle employer plan
2011-02-01Plan funding arrangement – TrustYes
2011-02-01Plan benefit arrangement - TrustYes
2010: GERALD J. POST CPA PC PROFIT SHARING PLAN & TRUST 2010 form 5500 responses
2010-02-01Type of plan entitySingle employer plan
2010-02-01Plan funding arrangement – TrustYes
2010-02-01Plan benefit arrangement - TrustYes
2009: GERALD J. POST CPA PC PROFIT SHARING PLAN & TRUST 2009 form 5500 responses
2009-02-01Type of plan entitySingle employer plan
2009-02-01Submission has been amendedYes
2009-02-01This submission is the final filingNo
2009-02-01Plan funding arrangement – TrustYes
2009-02-01Plan benefit arrangement - TrustYes

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