RONALD T. KARPOWICH, CPA has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan RONALD T. KARPOWICH, CPA PROFIT SHARING PLAN & TRUST
401k plan membership statisitcs for RONALD T. KARPOWICH, CPA PROFIT SHARING PLAN & TRUST
| Measure | Date | Value |
|---|
| 2020: RONALD T. KARPOWICH, CPA PROFIT SHARING PLAN & TRUST 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 1 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 1 |
| 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 | 1 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
| Total participants | 2020-01-01 | 1 |
| Number of participants with account balances | 2020-01-01 | 1 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
| 2019: RONALD T. KARPOWICH, CPA PROFIT SHARING PLAN & TRUST 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 1 |
| Total of all active and inactive participants | 2019-01-01 | 0 |
| Total participants | 2019-01-01 | 0 |
| 2018: RONALD T. KARPOWICH, CPA PROFIT SHARING PLAN & TRUST 2018 401k membership |
|---|
| 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 | 1 |
| Total of all active and inactive participants | 2018-01-01 | 1 |
| Total participants | 2018-01-01 | 1 |
| Number of participants with account balances | 2018-01-01 | 1 |
| 2017: RONALD T. KARPOWICH, CPA PROFIT SHARING PLAN & TRUST 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 1 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 1 |
| Total of all active and inactive participants | 2017-01-01 | 1 |
| Total participants | 2017-01-01 | 1 |
| Number of participants with account balances | 2017-01-01 | 1 |
| 2016: RONALD T. KARPOWICH, CPA PROFIT SHARING PLAN & TRUST 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 0 |
| Total of all active and inactive participants | 2016-01-01 | 0 |
| Total participants | 2016-01-01 | 0 |
| 2015: RONALD T. KARPOWICH, CPA PROFIT SHARING PLAN & TRUST 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 1 |
| Total of all active and inactive participants | 2015-01-01 | 0 |
| Total participants | 2015-01-01 | 0 |
| Number of participants with account balances | 2015-01-01 | 1 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
| 2014: RONALD T. KARPOWICH, CPA PROFIT SHARING PLAN & TRUST 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 1 |
| Total of all active and inactive participants | 2014-01-01 | 0 |
| Total participants | 2014-01-01 | 0 |
| Number of participants with account balances | 2014-01-01 | 1 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
| 2013: RONALD T. KARPOWICH, CPA PROFIT SHARING PLAN & TRUST 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 1 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 1 |
| Total of all active and inactive participants | 2013-01-01 | 1 |
| Total participants | 2013-01-01 | 1 |
| Number of participants with account balances | 2013-01-01 | 1 |
| 2012: RONALD T. KARPOWICH, CPA PROFIT SHARING PLAN & TRUST 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 1 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 1 |
| Total of all active and inactive participants | 2012-01-01 | 1 |
| Total participants | 2012-01-01 | 1 |
| Number of participants with account balances | 2012-01-01 | 1 |
| 2011: RONALD T. KARPOWICH, CPA PROFIT SHARING PLAN & TRUST 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 1 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 1 |
| Total of all active and inactive participants | 2011-01-01 | 1 |
| Total participants | 2011-01-01 | 1 |
| Number of participants with account balances | 2011-01-01 | 1 |
| 2009: RONALD T. KARPOWICH, CPA PROFIT SHARING PLAN & TRUST 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 1 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 1 |
| Total of all active and inactive participants | 2009-01-01 | 1 |
| Total participants | 2009-01-01 | 1 |
| Number of participants with account balances | 2009-01-01 | 1 |
| Measure | Date | Value |
|---|
| 2020 : RONALD T. KARPOWICH, CPA PROFIT SHARING PLAN & TRUST 2020 401k financial data |
|---|
| Total plan liabilities at beginning of year | 2020-12-31 | $0 |
| Total income from all sources | 2020-12-31 | $316,960 |
| Total plan assets at end of year | 2020-12-31 | $1,315,970 |
| Total plan assets at beginning of year | 2020-12-31 | $999,010 |
| Other income received | 2020-12-31 | $295,960 |
| Net income (gross income less expenses) | 2020-12-31 | $316,960 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $1,315,970 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $999,010 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $21,000 |
| Funding deficiency by the employer to the plan for this plan year | 2020-12-31 | $-21,000 |
| Minimum employer required contribution for this plan year | 2020-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2020-12-31 | $21,000 |
| 2019 : RONALD T. KARPOWICH, CPA PROFIT SHARING PLAN & TRUST 2019 401k financial data |
|---|
| Total plan liabilities at beginning of year | 2019-12-31 | $0 |
| Total income from all sources | 2019-12-31 | $245,930 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $40,000 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $40,000 |
| Total plan assets at end of year | 2019-12-31 | $999,010 |
| Total plan assets at beginning of year | 2019-12-31 | $793,080 |
| Other income received | 2019-12-31 | $234,502 |
| Net income (gross income less expenses) | 2019-12-31 | $205,930 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $999,010 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $793,080 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $11,428 |
| Funding deficiency by the employer to the plan for this plan year | 2019-12-31 | $-11,428 |
| Minimum employer required contribution for this plan year | 2019-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2019-12-31 | $11,428 |
| 2018 : RONALD T. KARPOWICH, CPA PROFIT SHARING PLAN & TRUST 2018 401k financial data |
|---|
| Total plan liabilities at beginning of year | 2018-12-31 | $0 |
| Total income from all sources | 2018-12-31 | $-4,311 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $38,000 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $38,000 |
| Total plan assets at end of year | 2018-12-31 | $793,080 |
| Total plan assets at beginning of year | 2018-12-31 | $835,391 |
| Other income received | 2018-12-31 | $-20,832 |
| Net income (gross income less expenses) | 2018-12-31 | $-42,311 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $793,080 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $835,391 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $16,521 |
| 2017 : RONALD T. KARPOWICH, CPA PROFIT SHARING PLAN & TRUST 2017 401k financial data |
|---|
| Total plan liabilities at beginning of year | 2017-12-31 | $0 |
| Total income from all sources | 2017-12-31 | $141,155 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $32,000 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $32,000 |
| Total plan assets at end of year | 2017-12-31 | $835,391 |
| Total plan assets at beginning of year | 2017-12-31 | $726,236 |
| Other income received | 2017-12-31 | $125,183 |
| Net income (gross income less expenses) | 2017-12-31 | $109,155 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $835,391 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $726,236 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $15,972 |
| Funding deficiency by the employer to the plan for this plan year | 2017-12-31 | $-15,972 |
| Minimum employer required contribution for this plan year | 2017-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2017-12-31 | $15,972 |
| 2016 : RONALD T. KARPOWICH, CPA PROFIT SHARING PLAN & TRUST 2016 401k financial data |
|---|
| Total plan liabilities at beginning of year | 2016-12-31 | $0 |
| Total income from all sources | 2016-12-31 | $48,191 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $30,000 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $30,000 |
| Total plan assets at end of year | 2016-12-31 | $726,236 |
| Total plan assets at beginning of year | 2016-12-31 | $708,045 |
| Other income received | 2016-12-31 | $32,687 |
| Net income (gross income less expenses) | 2016-12-31 | $18,191 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $726,236 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $708,045 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $15,504 |
| 2015 : RONALD T. KARPOWICH, CPA PROFIT SHARING PLAN & TRUST 2015 401k financial data |
|---|
| Total plan liabilities at beginning of year | 2015-12-31 | $0 |
| Total income from all sources | 2015-12-31 | $48,252 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $27,700 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $27,700 |
| Total plan assets at end of year | 2015-12-31 | $708,045 |
| Total plan assets at beginning of year | 2015-12-31 | $687,493 |
| Other income received | 2015-12-31 | $32,959 |
| Net income (gross income less expenses) | 2015-12-31 | $20,552 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $708,045 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $687,493 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $15,293 |
| 2014 : RONALD T. KARPOWICH, CPA PROFIT SHARING PLAN & TRUST 2014 401k financial data |
|---|
| Total plan liabilities at end of year | 2014-12-31 | $0 |
| Total plan liabilities at beginning of year | 2014-12-31 | $0 |
| Total income from all sources | 2014-12-31 | $89,882 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $25,000 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $25,000 |
| Total plan assets at end of year | 2014-12-31 | $687,493 |
| Total plan assets at beginning of year | 2014-12-31 | $622,611 |
| Other income received | 2014-12-31 | $74,274 |
| Net income (gross income less expenses) | 2014-12-31 | $64,882 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $687,493 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $622,611 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $15,608 |
| 2013 : RONALD T. KARPOWICH, CPA PROFIT SHARING PLAN & TRUST 2013 401k financial data |
|---|
| Total plan liabilities at beginning of year | 2013-12-31 | $0 |
| Total income from all sources | 2013-12-31 | $122,405 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $20,000 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $20,000 |
| Total plan assets at end of year | 2013-12-31 | $622,611 |
| Total plan assets at beginning of year | 2013-12-31 | $520,206 |
| Other income received | 2013-12-31 | $106,777 |
| Net income (gross income less expenses) | 2013-12-31 | $102,405 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $622,611 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $520,206 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $15,628 |
| 2012 : RONALD T. KARPOWICH, CPA PROFIT SHARING PLAN & TRUST 2012 401k financial data |
|---|
| Total plan liabilities at beginning of year | 2012-12-31 | $0 |
| Total income from all sources | 2012-12-31 | $66,660 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $20,000 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $20,000 |
| Total plan assets at end of year | 2012-12-31 | $520,206 |
| Total plan assets at beginning of year | 2012-12-31 | $473,546 |
| Other income received | 2012-12-31 | $51,592 |
| Net income (gross income less expenses) | 2012-12-31 | $46,660 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $520,206 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $473,546 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $15,068 |
| Minimum employer required contribution for this plan year | 2012-12-31 | $0 |
| 2011 : RONALD T. KARPOWICH, CPA PROFIT SHARING PLAN & TRUST 2011 401k financial data |
|---|
| Total plan liabilities at beginning of year | 2011-12-31 | $0 |
| Total income from all sources | 2011-12-31 | $29,574 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $55,912 |
| Total plan assets at end of year | 2011-12-31 | $473,546 |
| Total plan assets at beginning of year | 2011-12-31 | $499,884 |
| Expenses. Other expenses not covered elsewhere | 2011-12-31 | $55,912 |
| Other income received | 2011-12-31 | $14,442 |
| Net income (gross income less expenses) | 2011-12-31 | $-26,338 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $473,546 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $499,884 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $15,132 |
| 2010 : RONALD T. KARPOWICH, CPA PROFIT SHARING PLAN & TRUST 2010 401k financial data |
|---|
| Total plan liabilities at beginning of year | 2010-12-31 | $0 |
| Total income from all sources | 2010-12-31 | $79,773 |
| Total plan assets at end of year | 2010-12-31 | $499,884 |
| Total plan assets at beginning of year | 2010-12-31 | $420,111 |
| Other income received | 2010-12-31 | $67,415 |
| Net income (gross income less expenses) | 2010-12-31 | $79,773 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $499,884 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $420,111 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $12,358 |
| Minimum employer required contribution for this plan year | 2010-12-31 | $0 |
| 2020: RONALD T. KARPOWICH, CPA PROFIT SHARING PLAN & TRUST 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: RONALD T. KARPOWICH, CPA PROFIT SHARING PLAN & TRUST 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: RONALD T. KARPOWICH, CPA PROFIT SHARING PLAN & TRUST 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: RONALD T. KARPOWICH, CPA PROFIT SHARING PLAN & TRUST 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: RONALD T. KARPOWICH, CPA PROFIT SHARING PLAN & TRUST 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: RONALD T. KARPOWICH, CPA PROFIT SHARING PLAN & TRUST 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: RONALD T. KARPOWICH, CPA PROFIT SHARING PLAN & TRUST 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: RONALD T. KARPOWICH, CPA PROFIT SHARING PLAN & TRUST 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: RONALD T. KARPOWICH, CPA PROFIT SHARING PLAN & TRUST 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Submission has been amended | Yes |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: RONALD T. KARPOWICH, CPA PROFIT SHARING PLAN & TRUST 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: RONALD T. KARPOWICH, CPA PROFIT SHARING PLAN & TRUST 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | No |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan is a collectively bargained plan | No |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
