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K R DEITZ CPA CORPORATION 401 K PLAN 401k Plan overview

Plan NameK R DEITZ CPA CORPORATION 401 K PLAN
Plan identification number 001

K R DEITZ CPA CORPORATION 401 K PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • 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.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • 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

K. R. DEITZ CPA CORPORATION has sponsored the creation of one or more 401k plans.

Company Name:K. R. DEITZ CPA CORPORATION
Employer identification number (EIN):260023697
NAIC Classification:541211
NAIC Description:Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan K R DEITZ CPA CORPORATION 401 K PLAN

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
0012018-01-01
0012017-01-01KENNETH R. DEITZ
0012016-01-01KENNETH R. DEITZ
0012015-01-01KENNETH R. DEITZ
0012014-01-01KENNETH R. DEITZ
0012013-01-01KENNETH R. DEITZ
0012012-01-01KENNETH R. DEITZ
0012011-01-01KENNETH R DEITZ
0012010-01-01KENNETH R DEITZ2011-09-13

Plan Statistics for K R DEITZ CPA CORPORATION 401 K PLAN

401k plan membership statisitcs for K R DEITZ CPA CORPORATION 401 K PLAN

Measure Date Value
2023: K R DEITZ CPA CORPORATION 401 K PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-0112
Number of other retired or separated participants entitled to future benefits2023-01-015
Total of all active and inactive participants2023-01-015
Total participants2023-01-015
Number of participants with account balances2023-01-010
2022: K R DEITZ CPA CORPORATION 401 K PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0112
Total number of active participants reported on line 7a of the Form 55002022-01-017
Number of other retired or separated participants entitled to future benefits2022-01-015
Total of all active and inactive participants2022-01-0112
Total participants2022-01-0112
Number of participants with account balances2022-01-0112
2021: K R DEITZ CPA CORPORATION 401 K PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0111
Total number of active participants reported on line 7a of the Form 55002021-01-016
Number of other retired or separated participants entitled to future benefits2021-01-015
Total of all active and inactive participants2021-01-0111
Total participants2021-01-0111
Number of participants with account balances2021-01-0111
2020: K R DEITZ CPA CORPORATION 401 K PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0111
Total number of active participants reported on line 7a of the Form 55002020-01-0111
Total of all active and inactive participants2020-01-0111
Total participants2020-01-0111
Number of participants with account balances2020-01-0111
2019: K R DEITZ CPA CORPORATION 401 K PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0111
Total number of active participants reported on line 7a of the Form 55002019-01-0110
Number of retired or separated participants receiving benefits2019-01-013
Total of all active and inactive participants2019-01-0113
Total participants2019-01-0113
Number of participants with account balances2019-01-0110
2018: K R DEITZ CPA CORPORATION 401 K PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-019
Total number of active participants reported on line 7a of the Form 55002018-01-0111
Number of retired or separated participants receiving benefits2018-01-012
Total of all active and inactive participants2018-01-0113
Total participants2018-01-0113
Number of participants with account balances2018-01-0111
2017: K R DEITZ CPA CORPORATION 401 K PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-010
Total of all active and inactive participants2017-01-010
Total participants2017-01-010
2016: K R DEITZ CPA CORPORATION 401 K PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-017
Total of all active and inactive participants2016-01-010
Total participants2016-01-010
Number of participants with account balances2016-01-017
2015: K R DEITZ CPA CORPORATION 401 K PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-014
Total number of active participants reported on line 7a of the Form 55002015-01-017
Total of all active and inactive participants2015-01-017
Total participants2015-01-017
Number of participants with account balances2015-01-017
2014: K R DEITZ CPA CORPORATION 401 K PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-013
Total number of active participants reported on line 7a of the Form 55002014-01-014
Total of all active and inactive participants2014-01-014
Total participants2014-01-014
Number of participants with account balances2014-01-014
2013: K R DEITZ CPA CORPORATION 401 K PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-010
Total number of active participants reported on line 7a of the Form 55002013-01-013
Total of all active and inactive participants2013-01-013
Total participants2013-01-013
Number of participants with account balances2013-01-013
2012: K R DEITZ CPA CORPORATION 401 K PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-012
Total number of active participants reported on line 7a of the Form 55002012-01-012
Total of all active and inactive participants2012-01-012
Total participants2012-01-012
Number of participants with account balances2012-01-012
2011: K R DEITZ CPA CORPORATION 401 K PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-012
Total number of active participants reported on line 7a of the Form 55002011-01-012
Total of all active and inactive participants2011-01-012
Total participants2011-01-012
Number of participants with account balances2011-01-012

Financial Data on K R DEITZ CPA CORPORATION 401 K PLAN

Measure Date Value
2023 : K R DEITZ CPA CORPORATION 401 K PLAN 2023 401k financial data
Total income from all sources2023-12-31$98,333
Expenses. Total of all expenses incurred2023-12-31$895,396
Benefits paid (including direct rollovers)2023-12-31$895,396
Total plan assets at end of year2023-12-31$0
Total plan assets at beginning of year2023-12-31$797,063
Other income received2023-12-31$98,333
Net income (gross income less expenses)2023-12-31$-797,063
Net plan assets at end of year (total assets less liabilities)2023-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$797,063
2022 : K R DEITZ CPA CORPORATION 401 K PLAN 2022 401k financial data
Total income from all sources2022-12-31$-61,156
Expenses. Total of all expenses incurred2022-12-31$100
Total plan assets at end of year2022-12-31$797,063
Total plan assets at beginning of year2022-12-31$858,319
Total contributions received or receivable from participants2022-12-31$43,922
Expenses. Other expenses not covered elsewhere2022-12-31$100
Other income received2022-12-31$-114,732
Net income (gross income less expenses)2022-12-31$-61,256
Net plan assets at end of year (total assets less liabilities)2022-12-31$797,063
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$858,319
Total contributions received or receivable from employer(s)2022-12-31$9,654
2021 : K R DEITZ CPA CORPORATION 401 K PLAN 2021 401k financial data
Total income from all sources2021-12-31$143,464
Total plan assets at end of year2021-12-31$858,319
Total plan assets at beginning of year2021-12-31$714,855
Total contributions received or receivable from participants2021-12-31$43,476
Other income received2021-12-31$90,440
Net income (gross income less expenses)2021-12-31$143,464
Net plan assets at end of year (total assets less liabilities)2021-12-31$858,319
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$714,855
Total contributions received or receivable from employer(s)2021-12-31$9,548
2020 : K R DEITZ CPA CORPORATION 401 K PLAN 2020 401k financial data
Total income from all sources2020-12-31$175,955
Expenses. Total of all expenses incurred2020-12-31$12,405
Benefits paid (including direct rollovers)2020-12-31$12,405
Total plan assets at end of year2020-12-31$714,855
Total plan assets at beginning of year2020-12-31$551,305
Total contributions received or receivable from participants2020-12-31$61,843
Other income received2020-12-31$103,584
Net income (gross income less expenses)2020-12-31$163,550
Net plan assets at end of year (total assets less liabilities)2020-12-31$714,855
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$551,305
Total contributions received or receivable from employer(s)2020-12-31$10,528
2019 : K R DEITZ CPA CORPORATION 401 K PLAN 2019 401k financial data
Total income from all sources2019-12-31$138,820
Expenses. Total of all expenses incurred2019-12-31$2,511
Benefits paid (including direct rollovers)2019-12-31$2,511
Total plan assets at end of year2019-12-31$551,305
Total plan assets at beginning of year2019-12-31$414,996
Total contributions received or receivable from participants2019-12-31$50,161
Other income received2019-12-31$76,155
Net income (gross income less expenses)2019-12-31$136,309
Net plan assets at end of year (total assets less liabilities)2019-12-31$551,305
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$414,996
Total contributions received or receivable from employer(s)2019-12-31$12,504
2018 : K R DEITZ CPA CORPORATION 401 K PLAN 2018 401k financial data
Total income from all sources2018-12-31$15,293
Total plan assets at end of year2018-12-31$414,996
Total plan assets at beginning of year2018-12-31$399,703
Total contributions received or receivable from participants2018-12-31$47,445
Other income received2018-12-31$-43,048
Net income (gross income less expenses)2018-12-31$15,293
Net plan assets at end of year (total assets less liabilities)2018-12-31$414,996
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$399,703
Total contributions received or receivable from employer(s)2018-12-31$10,896
2017 : K R DEITZ CPA CORPORATION 401 K PLAN 2017 401k financial data
Total income from all sources2017-12-31$96,946
Total plan assets at end of year2017-12-31$399,703
Total plan assets at beginning of year2017-12-31$302,757
Total contributions received or receivable from participants2017-12-31$50,078
Other income received2017-12-31$39,255
Net income (gross income less expenses)2017-12-31$96,946
Net plan assets at end of year (total assets less liabilities)2017-12-31$399,703
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$302,757
Total contributions received or receivable from employer(s)2017-12-31$7,613
2016 : K R DEITZ CPA CORPORATION 401 K PLAN 2016 401k financial data
Total income from all sources2016-12-31$65,261
Total plan assets at end of year2016-12-31$302,757
Total plan assets at beginning of year2016-12-31$237,496
Total contributions received or receivable from participants2016-12-31$38,007
Other income received2016-12-31$18,132
Net income (gross income less expenses)2016-12-31$65,261
Net plan assets at end of year (total assets less liabilities)2016-12-31$302,757
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$237,496
Total contributions received or receivable from employer(s)2016-12-31$9,122
2015 : K R DEITZ CPA CORPORATION 401 K PLAN 2015 401k financial data
Total income from all sources2015-12-31$69,806
Total plan assets at end of year2015-12-31$237,496
Total plan assets at beginning of year2015-12-31$167,690
Total contributions received or receivable from participants2015-12-31$46,895
Contributions received from other sources (not participants or employers)2015-12-31$19,772
Other income received2015-12-31$-3,318
Net income (gross income less expenses)2015-12-31$69,806
Net plan assets at end of year (total assets less liabilities)2015-12-31$237,496
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$167,690
Total contributions received or receivable from employer(s)2015-12-31$6,457
2014 : K R DEITZ CPA CORPORATION 401 K PLAN 2014 401k financial data
Total income from all sources2014-12-31$48,550
Total plan assets at end of year2014-12-31$167,690
Total plan assets at beginning of year2014-12-31$119,140
Total contributions received or receivable from participants2014-12-31$33,883
Other income received2014-12-31$10,741
Net income (gross income less expenses)2014-12-31$48,550
Net plan assets at end of year (total assets less liabilities)2014-12-31$167,690
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$119,140
Total contributions received or receivable from employer(s)2014-12-31$3,926
2013 : K R DEITZ CPA CORPORATION 401 K PLAN 2013 401k financial data
Total income from all sources2013-12-31$47,452
Total plan assets at end of year2013-12-31$119,140
Total plan assets at beginning of year2013-12-31$71,688
Total contributions received or receivable from participants2013-12-31$23,455
Other income received2013-12-31$20,230
Net income (gross income less expenses)2013-12-31$47,452
Net plan assets at end of year (total assets less liabilities)2013-12-31$119,140
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$71,688
Total contributions received or receivable from employer(s)2013-12-31$3,767
2012 : K R DEITZ CPA CORPORATION 401 K PLAN 2012 401k financial data
Transfers to/from the plan2012-12-31$-70,862
Total income from all sources2012-12-31$31,567
Expenses. Total of all expenses incurred2012-12-31$80
Total plan assets at end of year2012-12-31$71,688
Total plan assets at beginning of year2012-12-31$111,063
Total contributions received or receivable from participants2012-12-31$25,528
Expenses. Other expenses not covered elsewhere2012-12-31$80
Other income received2012-12-31$2,382
Net income (gross income less expenses)2012-12-31$31,487
Net plan assets at end of year (total assets less liabilities)2012-12-31$71,688
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$111,063
Total contributions received or receivable from employer(s)2012-12-31$3,657
2011 : K R DEITZ CPA CORPORATION 401 K PLAN 2011 401k financial data
Total income from all sources2011-12-31$20,802
Expenses. Total of all expenses incurred2011-12-31$758
Total plan assets at end of year2011-12-31$111,063
Total plan assets at beginning of year2011-12-31$91,019
Total contributions received or receivable from participants2011-12-31$22,646
Expenses. Other expenses not covered elsewhere2011-12-31$758
Other income received2011-12-31$-5,428
Net income (gross income less expenses)2011-12-31$20,044
Net plan assets at end of year (total assets less liabilities)2011-12-31$111,063
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$91,019
Total contributions received or receivable from employer(s)2011-12-31$3,584

Form 5500 Responses for K R DEITZ CPA CORPORATION 401 K PLAN

2023: K R DEITZ CPA CORPORATION 401 K PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01This submission is the final filingYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: K R DEITZ CPA CORPORATION 401 K PLAN 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: K R DEITZ CPA CORPORATION 401 K PLAN 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: K R DEITZ CPA CORPORATION 401 K PLAN 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: K R DEITZ CPA CORPORATION 401 K PLAN 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: K R DEITZ CPA CORPORATION 401 K PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: K R DEITZ CPA CORPORATION 401 K PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: K R DEITZ CPA CORPORATION 401 K PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: K R DEITZ CPA CORPORATION 401 K PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: K R DEITZ CPA CORPORATION 401 K PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: K R DEITZ CPA CORPORATION 401 K PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: K R DEITZ CPA CORPORATION 401 K PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: K R DEITZ CPA CORPORATION 401 K PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes

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