401k Plan data: JOSEPH A BESSER CPA BASIC plan

JOSEPH A BESSER CPA BASIC 401k Plan overview

Plan Name	JOSEPH A BESSER CPA BASIC
Plan identification number	002

JOSEPH A BESSER CPA BASIC Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	Money purchase (other than target benefit)

401k Sponsoring company profile

J.A. BESSER & COMPANY, LLC has sponsored the creation of one or more 401k plans.

Company Name: J.A. BESSER & COMPANY, LLC

Employer identification number (EIN): 223169942

NAIC Classification: 541211
NAIC Description: Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOSEPH A BESSER CPA BASIC

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01
002 2017-01-01 JOSEPH BESSER
002 2016-01-01 JOSEPH BESSER
002 2015-01-01 JOSEPH BESSER
002 2014-01-01 JOSEPH BESSER
002 2013-01-01 JOSEPH BESSER
002 2012-01-01 JOSEPH BESSER
002 2011-01-01 JOSEPH BESSER
002 2009-01-01 JOSEPH BESSER JOSEPH A BESSER 2010-09-25
002 2009-01-01 JOSEPH BESSER
002 2009-01-01 JOSEPH BESSER JOSEPH A BESSER 2010-09-18
002 2009-01-01 JOSEPH BESSER JOSEPH A BESSER 2010-09-18

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
002	2022-01-01
002	2021-01-01
002	2020-01-01
002	2019-01-01
002	2018-01-01
002	2017-01-01	JOSEPH BESSER
002	2016-01-01	JOSEPH BESSER
002	2015-01-01	JOSEPH BESSER
002	2014-01-01	JOSEPH BESSER
002	2013-01-01	JOSEPH BESSER
002	2012-01-01	JOSEPH BESSER
002	2011-01-01	JOSEPH BESSER
002	2009-01-01	JOSEPH BESSER	JOSEPH A BESSER	2010-09-25
002	2009-01-01	JOSEPH BESSER
002	2009-01-01	JOSEPH BESSER	JOSEPH A BESSER	2010-09-18
002	2009-01-01	JOSEPH BESSER	JOSEPH A BESSER	2010-09-18

Plan Statistics for JOSEPH A BESSER CPA BASIC

401k plan membership statisitcs for JOSEPH A BESSER CPA BASIC

Measure Date Value
2022: JOSEPH A BESSER CPA BASIC 2022 401k membership
Total participants, beginning-of-year 2022-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 2
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 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 2
Number of participants with account balances 2022-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 2
2021: JOSEPH A BESSER CPA BASIC 2021 401k membership
Total participants, beginning-of-year 2021-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 2
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 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 2
Number of participants with account balances 2021-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: JOSEPH A BESSER CPA BASIC 2020 401k membership
Total participants, beginning-of-year 2020-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 2
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 0
Total of all active and inactive participants 2020-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 2
Number of participants with account balances 2020-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: JOSEPH A BESSER CPA BASIC 2019 401k membership
Total participants, beginning-of-year 2019-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 2
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 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 2
Number of participants with account balances 2019-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: JOSEPH A BESSER CPA BASIC 2018 401k membership
Total participants, beginning-of-year 2018-01-01 0
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 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 0
Total of all active and inactive participants 2018-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: JOSEPH A BESSER CPA BASIC 2017 401k membership
Total participants, beginning-of-year 2017-01-01 0
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 0
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 0
Total of all active and inactive participants 2017-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: JOSEPH A BESSER CPA BASIC 2016 401k membership
Total participants, beginning-of-year 2016-01-01 2
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 0
Total of all active and inactive participants 2016-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: JOSEPH A BESSER CPA BASIC 2015 401k membership
Total participants, beginning-of-year 2015-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 2
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 2
Number of participants with account balances 2015-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: JOSEPH A BESSER CPA BASIC 2014 401k membership
Total participants, beginning-of-year 2014-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 0
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: JOSEPH A BESSER CPA BASIC 2013 401k membership
Total participants, beginning-of-year 2013-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 2
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 0
Total of all active and inactive participants 2013-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 2
Number of participants with account balances 2013-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: JOSEPH A BESSER CPA BASIC 2012 401k membership
Total participants, beginning-of-year 2012-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 2
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 0
Total of all active and inactive participants 2012-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 2
Number of participants with account balances 2012-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: JOSEPH A BESSER CPA BASIC 2011 401k membership
Total participants, beginning-of-year 2011-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 2
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 0
Total of all active and inactive participants 2011-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 2
Number of participants with account balances 2011-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: JOSEPH A BESSER CPA BASIC 2009 401k membership
Total participants, beginning-of-year 2009-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 3
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 0
Total of all active and inactive participants 2009-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 3
Number of participants with account balances 2009-01-01 3

Measure	Date	Value
2022: JOSEPH A BESSER CPA BASIC 2022 401k membership
Total participants, beginning-of-year	2022-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	2
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	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	2
Number of participants with account balances	2022-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	2
2021: JOSEPH A BESSER CPA BASIC 2021 401k membership
Total participants, beginning-of-year	2021-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	2
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	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	2
Number of participants with account balances	2021-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: JOSEPH A BESSER CPA BASIC 2020 401k membership
Total participants, beginning-of-year	2020-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	2
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	0
Total of all active and inactive participants	2020-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	2
Number of participants with account balances	2020-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: JOSEPH A BESSER CPA BASIC 2019 401k membership
Total participants, beginning-of-year	2019-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	2
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	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	2
Number of participants with account balances	2019-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: JOSEPH A BESSER CPA BASIC 2018 401k membership
Total participants, beginning-of-year	2018-01-01	0
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	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	0
Total of all active and inactive participants	2018-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: JOSEPH A BESSER CPA BASIC 2017 401k membership
Total participants, beginning-of-year	2017-01-01	0
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	0
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	0
Total of all active and inactive participants	2017-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: JOSEPH A BESSER CPA BASIC 2016 401k membership
Total participants, beginning-of-year	2016-01-01	2
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	0
Total of all active and inactive participants	2016-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: JOSEPH A BESSER CPA BASIC 2015 401k membership
Total participants, beginning-of-year	2015-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	2
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	2
Number of participants with account balances	2015-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: JOSEPH A BESSER CPA BASIC 2014 401k membership
Total participants, beginning-of-year	2014-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	0
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: JOSEPH A BESSER CPA BASIC 2013 401k membership
Total participants, beginning-of-year	2013-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	2
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	0
Total of all active and inactive participants	2013-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	2
Number of participants with account balances	2013-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: JOSEPH A BESSER CPA BASIC 2012 401k membership
Total participants, beginning-of-year	2012-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	2
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	2
Number of participants with account balances	2012-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: JOSEPH A BESSER CPA BASIC 2011 401k membership
Total participants, beginning-of-year	2011-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	2
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	0
Total of all active and inactive participants	2011-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	2
Number of participants with account balances	2011-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: JOSEPH A BESSER CPA BASIC 2009 401k membership
Total participants, beginning-of-year	2009-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	3
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	0
Total of all active and inactive participants	2009-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	3
Number of participants with account balances	2009-01-01	3

Financial Data on JOSEPH A BESSER CPA BASIC

Measure	Date	Value
2022 : JOSEPH A BESSER CPA BASIC 2022 401k financial data
Total income from all sources	2022-12-31	$-26,604
Expenses. Total of all expenses incurred	2022-12-31	$4,530
Total plan assets at end of year	2022-12-31	$200,167
Total plan assets at beginning of year	2022-12-31	$231,301
Expenses. Other expenses not covered elsewhere	2022-12-31	$387
Other income received	2022-12-31	$-30,296
Net income (gross income less expenses)	2022-12-31	$-31,134
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$200,167
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$231,301
Total contributions received or receivable from employer(s)	2022-12-31	$3,692
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$4,143
2021 : JOSEPH A BESSER CPA BASIC 2021 401k financial data
Total income from all sources	2021-12-31	$30,971
Expenses. Total of all expenses incurred	2021-12-31	$3,542
Total plan assets at end of year	2021-12-31	$231,301
Total plan assets at beginning of year	2021-12-31	$203,872
Expenses. Other expenses not covered elsewhere	2021-12-31	$-620
Other income received	2021-12-31	$27,667
Net income (gross income less expenses)	2021-12-31	$27,429
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$231,301
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$203,872
Total contributions received or receivable from employer(s)	2021-12-31	$3,304
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$4,162
2020 : JOSEPH A BESSER CPA BASIC 2020 401k financial data
Total income from all sources	2020-12-31	$28,283
Expenses. Total of all expenses incurred	2020-12-31	$3,338
Total plan assets at end of year	2020-12-31	$207,796
Total plan assets at beginning of year	2020-12-31	$182,851
Expenses. Other expenses not covered elsewhere	2020-12-31	$1
Other income received	2020-12-31	$24,359
Net income (gross income less expenses)	2020-12-31	$24,945
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$207,796
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$182,851
Total contributions received or receivable from employer(s)	2020-12-31	$3,924
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$3,337
2019 : JOSEPH A BESSER CPA BASIC 2019 401k financial data
Total income from all sources	2019-12-31	$32,913
Expenses. Total of all expenses incurred	2019-12-31	$3,137
Total plan assets at end of year	2019-12-31	$182,851
Total plan assets at beginning of year	2019-12-31	$153,075
Other income received	2019-12-31	$28,214
Net income (gross income less expenses)	2019-12-31	$29,776
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$182,851
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$153,075
Total contributions received or receivable from employer(s)	2019-12-31	$4,699
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$3,137
2018 : JOSEPH A BESSER CPA BASIC 2018 401k financial data
Total income from all sources	2018-12-31	$-1,523
Expenses. Total of all expenses incurred	2018-12-31	$3,067
Total plan assets at end of year	2018-12-31	$153,075
Total plan assets at beginning of year	2018-12-31	$157,665
Other income received	2018-12-31	$-6,793
Net income (gross income less expenses)	2018-12-31	$-4,590
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$153,075
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$157,665
Total contributions received or receivable from employer(s)	2018-12-31	$5,270
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$3,067
2017 : JOSEPH A BESSER CPA BASIC 2017 401k financial data
Total income from all sources	2017-12-31	$20,661
Total plan assets at end of year	2017-12-31	$157,665
Total plan assets at beginning of year	2017-12-31	$137,004
Other income received	2017-12-31	$15,474
Net income (gross income less expenses)	2017-12-31	$20,661
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$157,665
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$137,004
Total contributions received or receivable from employer(s)	2017-12-31	$5,187
2016 : JOSEPH A BESSER CPA BASIC 2016 401k financial data
Total income from all sources	2016-12-31	$12,557
Expenses. Total of all expenses incurred	2016-12-31	$2,510
Total plan assets at end of year	2016-12-31	$137,004
Total plan assets at beginning of year	2016-12-31	$126,957
Other income received	2016-12-31	$6,244
Net income (gross income less expenses)	2016-12-31	$10,047
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$137,004
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$126,957
Total contributions received or receivable from employer(s)	2016-12-31	$6,313
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$2,510
2015 : JOSEPH A BESSER CPA BASIC 2015 401k financial data
Total income from all sources	2015-12-31	$3,978
Expenses. Total of all expenses incurred	2015-12-31	$2,275
Total plan assets at end of year	2015-12-31	$126,957
Total plan assets at beginning of year	2015-12-31	$125,254
Other income received	2015-12-31	$-2,323
Net income (gross income less expenses)	2015-12-31	$1,703
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$126,957
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$125,254
Total contributions received or receivable from employer(s)	2015-12-31	$6,301
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$2,275
2014 : JOSEPH A BESSER CPA BASIC 2014 401k financial data
Total income from all sources	2014-12-31	$10,801
Expenses. Total of all expenses incurred	2014-12-31	$1,850
Total plan assets at end of year	2014-12-31	$125,254
Total plan assets at beginning of year	2014-12-31	$116,303
Other income received	2014-12-31	$5,495
Net income (gross income less expenses)	2014-12-31	$8,951
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$125,254
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$116,303
Total contributions received or receivable from employer(s)	2014-12-31	$5,306
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$1,850
2013 : JOSEPH A BESSER CPA BASIC 2013 401k financial data
Total income from all sources	2013-12-31	$17,961
Expenses. Total of all expenses incurred	2013-12-31	$11,677
Benefits paid (including direct rollovers)	2013-12-31	$10,000
Total plan assets at end of year	2013-12-31	$116,303
Total plan assets at beginning of year	2013-12-31	$110,019
Other income received	2013-12-31	$12,211
Net income (gross income less expenses)	2013-12-31	$6,284
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$116,303
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$110,019
Total contributions received or receivable from employer(s)	2013-12-31	$5,750
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$1,677
2012 : JOSEPH A BESSER CPA BASIC 2012 401k financial data
Total income from all sources	2012-12-31	$13,397
Expenses. Total of all expenses incurred	2012-12-31	$11,319
Benefits paid (including direct rollovers)	2012-12-31	$11,319
Total plan assets at end of year	2012-12-31	$110,019
Total plan assets at beginning of year	2012-12-31	$107,941
Other income received	2012-12-31	$7,506
Net income (gross income less expenses)	2012-12-31	$2,078
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$110,019
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$107,941
Total contributions received or receivable from employer(s)	2012-12-31	$5,891
2011 : JOSEPH A BESSER CPA BASIC 2011 401k financial data
Total income from all sources	2011-12-31	$34,082
Expenses. Total of all expenses incurred	2011-12-31	$73,941
Benefits paid (including direct rollovers)	2011-12-31	$73,941
Total plan assets at end of year	2011-12-31	$107,941
Total plan assets at beginning of year	2011-12-31	$147,800
Other income received	2011-12-31	$34,082
Net income (gross income less expenses)	2011-12-31	$-39,859
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$107,941
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$147,800
2010 : JOSEPH A BESSER CPA BASIC 2010 401k financial data
Total income from all sources	2010-12-31	$13,226
Total plan assets at end of year	2010-12-31	$147,800
Total plan assets at beginning of year	2010-12-31	$134,574
Other income received	2010-12-31	$13,226
Net income (gross income less expenses)	2010-12-31	$13,226
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$147,800
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$134,574

Form 5500 Responses for JOSEPH A BESSER CPA BASIC

2022: JOSEPH A BESSER CPA BASIC 2022 form 5500 responses
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: JOSEPH A BESSER CPA BASIC 2021 form 5500 responses
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: JOSEPH A BESSER CPA BASIC 2020 form 5500 responses
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: JOSEPH A BESSER CPA BASIC 2019 form 5500 responses
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: JOSEPH A BESSER CPA BASIC 2018 form 5500 responses
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
2017: JOSEPH A BESSER CPA BASIC 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: JOSEPH A BESSER CPA BASIC 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: JOSEPH A BESSER CPA BASIC 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: JOSEPH A BESSER CPA BASIC 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: JOSEPH A BESSER CPA BASIC 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: JOSEPH A BESSER CPA BASIC 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: JOSEPH A BESSER CPA BASIC 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: JOSEPH A BESSER CPA BASIC 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	J.A. BESSER & COMPANY, LLC
Employer identification number (EIN):	223169942
NAIC Classification:	541211
NAIC Description:	Offices of Certified Public Accountants