STONE & ASSOCIATES, CPAS, LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan STONE & ASSOCIATES, CPAS, 401(K) PLAN
Measure | Date | Value |
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2022: STONE & ASSOCIATES, CPAS, 401(K) PLAN 2022 401k membership |
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Total participants, beginning-of-year | 2022-01-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 4 |
Total of all active and inactive participants | 2022-01-01 | 4 |
Total participants | 2022-01-01 | 4 |
Number of participants with account balances | 2022-01-01 | 4 |
2021: STONE & ASSOCIATES, CPAS, 401(K) PLAN 2021 401k membership |
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Total participants, beginning-of-year | 2021-01-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 4 |
Total of all active and inactive participants | 2021-01-01 | 4 |
Total participants | 2021-01-01 | 4 |
Number of participants with account balances | 2021-01-01 | 4 |
2020: STONE & ASSOCIATES, CPAS, 401(K) PLAN 2020 401k membership |
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Total participants, beginning-of-year | 2020-01-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 3 |
Total of all active and inactive participants | 2020-01-01 | 3 |
Total participants | 2020-01-01 | 3 |
Number of participants with account balances | 2020-01-01 | 3 |
2019: STONE & ASSOCIATES, CPAS, 401(K) PLAN 2019 401k membership |
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Total participants, beginning-of-year | 2019-01-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 3 |
Total of all active and inactive participants | 2019-01-01 | 3 |
Total participants | 2019-01-01 | 3 |
Number of participants with account balances | 2019-01-01 | 3 |
2018: STONE & ASSOCIATES, CPAS, 401(K) PLAN 2018 401k membership |
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Total participants, beginning-of-year | 2018-01-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 3 |
Total of all active and inactive participants | 2018-01-01 | 3 |
Total participants | 2018-01-01 | 3 |
Number of participants with account balances | 2018-01-01 | 3 |
2017: STONE & ASSOCIATES, CPAS, 401(K) PLAN 2017 401k membership |
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Total participants, beginning-of-year | 2017-01-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 2 |
Total of all active and inactive participants | 2017-01-01 | 2 |
Total participants | 2017-01-01 | 2 |
Number of participants with account balances | 2017-01-01 | 2 |
2016: STONE & ASSOCIATES, CPAS, 401(K) PLAN 2016 401k membership |
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Total participants, beginning-of-year | 2016-01-01 | 0 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 2 |
Total of all active and inactive participants | 2016-01-01 | 2 |
Total participants | 2016-01-01 | 2 |
Number of participants with account balances | 2016-01-01 | 2 |
2015: STONE & ASSOCIATES, CPAS, 401(K) PLAN 2015 401k membership |
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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 |
Total of all active and inactive participants | 2015-01-01 | 2 |
Total participants | 2015-01-01 | 2 |
Number of participants with account balances | 2015-01-01 | 2 |
2014: STONE & ASSOCIATES, CPAS, 401(K) PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 0 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 2 |
Total of all active and inactive participants | 2014-01-01 | 2 |
Total participants | 2014-01-01 | 2 |
Number of participants with account balances | 2014-01-01 | 2 |
2013: STONE & ASSOCIATES, CPAS, 401(K) PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 0 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 2 |
Total of all active and inactive participants | 2013-01-01 | 2 |
Total participants | 2013-01-01 | 2 |
Number of participants with account balances | 2013-01-01 | 2 |
2012: STONE & ASSOCIATES, CPAS, 401(K) PLAN 2012 401k membership |
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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 |
Total of all active and inactive participants | 2012-01-01 | 2 |
Total participants | 2012-01-01 | 2 |
Number of participants with account balances | 2012-01-01 | 2 |
2011: STONE & ASSOCIATES, CPAS, 401(K) PLAN 2011 401k membership |
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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 |
Total of all active and inactive participants | 2011-01-01 | 2 |
Total participants | 2011-01-01 | 2 |
Number of participants with account balances | 2011-01-01 | 2 |
2010: STONE & ASSOCIATES, CPAS, 401(K) PLAN 2010 401k membership |
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Total participants, beginning-of-year | 2010-01-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 2 |
Total of all active and inactive participants | 2010-01-01 | 2 |
Total participants | 2010-01-01 | 2 |
Number of participants with account balances | 2010-01-01 | 2 |
2009: STONE & ASSOCIATES, CPAS, 401(K) PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 2 |
Total of all active and inactive participants | 2009-01-01 | 2 |
Total participants | 2009-01-01 | 2 |
Measure | Date | Value |
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2022 : STONE & ASSOCIATES, CPAS, 401(K) PLAN 2022 401k financial data |
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Total income from all sources | 2022-12-31 | $-206,318 |
Expenses. Total of all expenses incurred | 2022-12-31 | $18,753 |
Total plan assets at end of year | 2022-12-31 | $1,458,832 |
Total plan assets at beginning of year | 2022-12-31 | $1,683,903 |
Total contributions received or receivable from participants | 2022-12-31 | $39,278 |
Expenses. Other expenses not covered elsewhere | 2022-12-31 | $18,753 |
Other income received | 2022-12-31 | $-283,605 |
Net income (gross income less expenses) | 2022-12-31 | $-225,071 |
Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $1,458,832 |
Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $1,683,903 |
Total contributions received or receivable from employer(s) | 2022-12-31 | $38,009 |
2021 : STONE & ASSOCIATES, CPAS, 401(K) PLAN 2021 401k financial data |
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Total income from all sources | 2021-12-31 | $404,972 |
Expenses. Total of all expenses incurred | 2021-12-31 | $18,164 |
Total plan assets at end of year | 2021-12-31 | $1,683,903 |
Total plan assets at beginning of year | 2021-12-31 | $1,297,095 |
Total contributions received or receivable from participants | 2021-12-31 | $41,105 |
Expenses. Other expenses not covered elsewhere | 2021-12-31 | $18,164 |
Other income received | 2021-12-31 | $335,466 |
Net income (gross income less expenses) | 2021-12-31 | $386,808 |
Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $1,683,903 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $1,297,095 |
Total contributions received or receivable from employer(s) | 2021-12-31 | $28,401 |
2020 : STONE & ASSOCIATES, CPAS, 401(K) PLAN 2020 401k financial data |
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Total income from all sources | 2020-12-31 | $178,463 |
Expenses. Total of all expenses incurred | 2020-12-31 | $14,110 |
Total plan assets at end of year | 2020-12-31 | $1,297,095 |
Total plan assets at beginning of year | 2020-12-31 | $1,132,742 |
Total contributions received or receivable from participants | 2020-12-31 | $38,948 |
Expenses. Other expenses not covered elsewhere | 2020-12-31 | $14,110 |
Other income received | 2020-12-31 | $111,634 |
Net income (gross income less expenses) | 2020-12-31 | $164,353 |
Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $1,297,095 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $1,132,742 |
Total contributions received or receivable from employer(s) | 2020-12-31 | $27,881 |
2019 : STONE & ASSOCIATES, CPAS, 401(K) PLAN 2019 401k financial data |
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Total income from all sources | 2019-12-31 | $280,014 |
Expenses. Total of all expenses incurred | 2019-12-31 | $16,015 |
Total plan assets at end of year | 2019-12-31 | $1,132,742 |
Total plan assets at beginning of year | 2019-12-31 | $868,743 |
Total contributions received or receivable from participants | 2019-12-31 | $37,471 |
Other income received | 2019-12-31 | $211,293 |
Net income (gross income less expenses) | 2019-12-31 | $263,999 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $1,132,742 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $868,743 |
Total contributions received or receivable from employer(s) | 2019-12-31 | $31,250 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $16,015 |
2018 : STONE & ASSOCIATES, CPAS, 401(K) PLAN 2018 401k financial data |
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Total income from all sources | 2018-12-31 | $23,854 |
Expenses. Total of all expenses incurred | 2018-12-31 | $12,978 |
Total plan assets at end of year | 2018-12-31 | $868,743 |
Total plan assets at beginning of year | 2018-12-31 | $857,867 |
Total contributions received or receivable from participants | 2018-12-31 | $35,814 |
Expenses. Other expenses not covered elsewhere | 2018-12-31 | $12,978 |
Other income received | 2018-12-31 | $-45,717 |
Net income (gross income less expenses) | 2018-12-31 | $10,876 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $868,743 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $857,867 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $33,757 |
2017 : STONE & ASSOCIATES, CPAS, 401(K) PLAN 2017 401k financial data |
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Total income from all sources | 2017-12-31 | $216,797 |
Expenses. Total of all expenses incurred | 2017-12-31 | $10,853 |
Total plan assets at end of year | 2017-12-31 | $857,668 |
Total plan assets at beginning of year | 2017-12-31 | $651,724 |
Total contributions received or receivable from participants | 2017-12-31 | $31,750 |
Expenses. Other expenses not covered elsewhere | 2017-12-31 | $10,853 |
Other income received | 2017-12-31 | $160,893 |
Net income (gross income less expenses) | 2017-12-31 | $205,944 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $857,668 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $651,724 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $24,154 |
2016 : STONE & ASSOCIATES, CPAS, 401(K) PLAN 2016 401k financial data |
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Total income from all sources | 2016-12-31 | $130,588 |
Expenses. Total of all expenses incurred | 2016-12-31 | $8,497 |
Total plan assets at end of year | 2016-12-31 | $651,724 |
Total plan assets at beginning of year | 2016-12-31 | $529,633 |
Total contributions received or receivable from participants | 2016-12-31 | $30,750 |
Expenses. Other expenses not covered elsewhere | 2016-12-31 | $8,497 |
Other income received | 2016-12-31 | $74,358 |
Net income (gross income less expenses) | 2016-12-31 | $122,091 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $651,724 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $529,633 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $25,480 |
2015 : STONE & ASSOCIATES, CPAS, 401(K) PLAN 2015 401k financial data |
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Total income from all sources | 2015-12-31 | $6,973 |
Expenses. Total of all expenses incurred | 2015-12-31 | $7,714 |
Total plan assets at end of year | 2015-12-31 | $529,633 |
Total plan assets at beginning of year | 2015-12-31 | $530,374 |
Total contributions received or receivable from participants | 2015-12-31 | $30,600 |
Expenses. Other expenses not covered elsewhere | 2015-12-31 | $7,714 |
Other income received | 2015-12-31 | $-45,787 |
Net income (gross income less expenses) | 2015-12-31 | $-741 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $529,633 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $530,374 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $22,160 |
2014 : STONE & ASSOCIATES, CPAS, 401(K) PLAN 2014 401k financial data |
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Total income from all sources | 2014-12-31 | $109,864 |
Expenses. Total of all expenses incurred | 2014-12-31 | $6,909 |
Total plan assets at end of year | 2014-12-31 | $530,374 |
Total plan assets at beginning of year | 2014-12-31 | $427,419 |
Total contributions received or receivable from participants | 2014-12-31 | $29,215 |
Expenses. Other expenses not covered elsewhere | 2014-12-31 | $6,909 |
Other income received | 2014-12-31 | $54,568 |
Net income (gross income less expenses) | 2014-12-31 | $102,955 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $530,374 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $427,419 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $26,081 |
2013 : STONE & ASSOCIATES, CPAS, 401(K) PLAN 2013 401k financial data |
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Total income from all sources | 2013-12-31 | $77,232 |
Expenses. Total of all expenses incurred | 2013-12-31 | $5,539 |
Total plan assets at end of year | 2013-12-31 | $427,483 |
Total plan assets at beginning of year | 2013-12-31 | $355,790 |
Total contributions received or receivable from participants | 2013-12-31 | $29,075 |
Expenses. Other expenses not covered elsewhere | 2013-12-31 | $5,539 |
Other income received | 2013-12-31 | $26,179 |
Net income (gross income less expenses) | 2013-12-31 | $71,693 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $427,483 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $355,790 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $21,978 |
2012 : STONE & ASSOCIATES, CPAS, 401(K) PLAN 2012 401k financial data |
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Total income from all sources | 2012-12-31 | $59,921 |
Expenses. Total of all expenses incurred | 2012-12-31 | $7,224 |
Total plan assets at end of year | 2012-12-31 | $355,790 |
Total plan assets at beginning of year | 2012-12-31 | $303,093 |
Total contributions received or receivable from participants | 2012-12-31 | $28,780 |
Expenses. Other expenses not covered elsewhere | 2012-12-31 | $7,224 |
Other income received | 2012-12-31 | $9,949 |
Net income (gross income less expenses) | 2012-12-31 | $52,697 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $355,790 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $303,093 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $21,192 |
2011 : STONE & ASSOCIATES, CPAS, 401(K) PLAN 2011 401k financial data |
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Total income from all sources | 2011-12-31 | $57,561 |
Expenses. Total of all expenses incurred | 2011-12-31 | $5,566 |
Total plan assets at end of year | 2011-12-31 | $303,093 |
Total plan assets at beginning of year | 2011-12-31 | $251,098 |
Total contributions received or receivable from participants | 2011-12-31 | $31,071 |
Expenses. Other expenses not covered elsewhere | 2011-12-31 | $5,566 |
Other income received | 2011-12-31 | $5,561 |
Net income (gross income less expenses) | 2011-12-31 | $51,995 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $303,093 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $251,098 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $20,929 |
2010 : STONE & ASSOCIATES, CPAS, 401(K) PLAN 2010 401k financial data |
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Total income from all sources | 2010-12-31 | $40,157 |
Expenses. Total of all expenses incurred | 2010-12-31 | $4,810 |
Total plan assets at end of year | 2010-12-31 | $251,098 |
Total plan assets at beginning of year | 2010-12-31 | $215,751 |
Total contributions received or receivable from participants | 2010-12-31 | $31,075 |
Expenses. Other expenses not covered elsewhere | 2010-12-31 | $4,810 |
Other income received | 2010-12-31 | $-9,041 |
Net income (gross income less expenses) | 2010-12-31 | $35,347 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $251,098 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $215,751 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $18,123 |
2022: STONE & ASSOCIATES, CPAS, 401(K) PLAN 2022 form 5500 responses |
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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: STONE & ASSOCIATES, CPAS, 401(K) PLAN 2021 form 5500 responses |
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2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | Yes |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: STONE & ASSOCIATES, CPAS, 401(K) PLAN 2020 form 5500 responses |
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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: STONE & ASSOCIATES, CPAS, 401(K) PLAN 2019 form 5500 responses |
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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: STONE & ASSOCIATES, CPAS, 401(K) PLAN 2018 form 5500 responses |
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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: STONE & ASSOCIATES, CPAS, 401(K) PLAN 2017 form 5500 responses |
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2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | Yes |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: STONE & ASSOCIATES, CPAS, 401(K) PLAN 2016 form 5500 responses |
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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: STONE & ASSOCIATES, CPAS, 401(K) PLAN 2015 form 5500 responses |
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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: STONE & ASSOCIATES, CPAS, 401(K) PLAN 2014 form 5500 responses |
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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: STONE & ASSOCIATES, CPAS, 401(K) PLAN 2013 form 5500 responses |
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2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | Yes |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: STONE & ASSOCIATES, CPAS, 401(K) PLAN 2012 form 5500 responses |
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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: STONE & ASSOCIATES, CPAS, 401(K) PLAN 2011 form 5500 responses |
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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 |
2010: STONE & ASSOCIATES, CPAS, 401(K) PLAN 2010 form 5500 responses |
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2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |
2009: STONE & ASSOCIATES, CPAS, 401(K) PLAN 2009 form 5500 responses |
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2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |