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STONE & ASSOCIATES, CPAS, 401(K) PLAN 401k Plan overview

Plan NameSTONE & ASSOCIATES, CPAS, 401(K) PLAN
Plan identification number 001

STONE & ASSOCIATES, CPAS, 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • 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.
  • Plan covering Self-Employed individuals.
  • 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

STONE & ASSOCIATES, CPAS, LLC has sponsored the creation of one or more 401k plans.

Company Name:STONE & ASSOCIATES, CPAS, LLC
Employer identification number (EIN):261439796
NAIC Classification:541211
NAIC Description:Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan STONE & ASSOCIATES, CPAS, 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01MICHAEL N STONE
0012017-01-01
0012016-01-01MICHAEL N STONE
0012015-01-01MICHAEL N STONE
0012014-01-01MICHAEL N STONE
0012013-01-01MICHAEL N STONE
0012012-01-01MICHAEL N STONE
0012011-01-01MICHAEL N STONE
0012010-01-01MICHAEL N STONE
0012009-01-01MICHAEL N STONE

Plan Statistics for STONE & ASSOCIATES, CPAS, 401(K) PLAN

401k plan membership statisitcs for STONE & ASSOCIATES, CPAS, 401(K) PLAN

Measure Date Value
2022: STONE & ASSOCIATES, CPAS, 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-014
Total number of active participants reported on line 7a of the Form 55002022-01-014
Total of all active and inactive participants2022-01-014
Total participants2022-01-014
Number of participants with account balances2022-01-014
2021: STONE & ASSOCIATES, CPAS, 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-013
Total number of active participants reported on line 7a of the Form 55002021-01-014
Total of all active and inactive participants2021-01-014
Total participants2021-01-014
Number of participants with account balances2021-01-014
2020: STONE & ASSOCIATES, CPAS, 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-013
Total number of active participants reported on line 7a of the Form 55002020-01-013
Total of all active and inactive participants2020-01-013
Total participants2020-01-013
Number of participants with account balances2020-01-013
2019: STONE & ASSOCIATES, CPAS, 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-013
Total number of active participants reported on line 7a of the Form 55002019-01-013
Total of all active and inactive participants2019-01-013
Total participants2019-01-013
Number of participants with account balances2019-01-013
2018: STONE & ASSOCIATES, CPAS, 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-012
Total number of active participants reported on line 7a of the Form 55002018-01-013
Total of all active and inactive participants2018-01-013
Total participants2018-01-013
Number of participants with account balances2018-01-013
2017: STONE & ASSOCIATES, CPAS, 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-012
Total number of active participants reported on line 7a of the Form 55002017-01-012
Total of all active and inactive participants2017-01-012
Total participants2017-01-012
Number of participants with account balances2017-01-012
2016: STONE & ASSOCIATES, CPAS, 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-010
Total number of active participants reported on line 7a of the Form 55002016-01-012
Total of all active and inactive participants2016-01-012
Total participants2016-01-012
Number of participants with account balances2016-01-012
2015: STONE & ASSOCIATES, CPAS, 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-012
Total number of active participants reported on line 7a of the Form 55002015-01-012
Total of all active and inactive participants2015-01-012
Total participants2015-01-012
Number of participants with account balances2015-01-012
2014: STONE & ASSOCIATES, CPAS, 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-010
Total number of active participants reported on line 7a of the Form 55002014-01-012
Total of all active and inactive participants2014-01-012
Total participants2014-01-012
Number of participants with account balances2014-01-012
2013: STONE & ASSOCIATES, CPAS, 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 55002013-01-012
Total of all active and inactive participants2013-01-012
Total participants2013-01-012
Number of participants with account balances2013-01-012
2012: STONE & ASSOCIATES, CPAS, 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: STONE & ASSOCIATES, CPAS, 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
2010: STONE & ASSOCIATES, CPAS, 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-012
Total number of active participants reported on line 7a of the Form 55002010-01-012
Total of all active and inactive participants2010-01-012
Total participants2010-01-012
Number of participants with account balances2010-01-012
2009: STONE & ASSOCIATES, CPAS, 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-012
Total number of active participants reported on line 7a of the Form 55002009-01-012
Total of all active and inactive participants2009-01-012
Total participants2009-01-012

Financial Data on STONE & ASSOCIATES, CPAS, 401(K) PLAN

Measure Date Value
2022 : STONE & ASSOCIATES, CPAS, 401(K) PLAN 2022 401k financial data
Total income from all sources2022-12-31$-206,318
Expenses. Total of all expenses incurred2022-12-31$18,753
Total plan assets at end of year2022-12-31$1,458,832
Total plan assets at beginning of year2022-12-31$1,683,903
Total contributions received or receivable from participants2022-12-31$39,278
Expenses. Other expenses not covered elsewhere2022-12-31$18,753
Other income received2022-12-31$-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
Total income from all sources2021-12-31$404,972
Expenses. Total of all expenses incurred2021-12-31$18,164
Total plan assets at end of year2021-12-31$1,683,903
Total plan assets at beginning of year2021-12-31$1,297,095
Total contributions received or receivable from participants2021-12-31$41,105
Expenses. Other expenses not covered elsewhere2021-12-31$18,164
Other income received2021-12-31$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
Total income from all sources2020-12-31$178,463
Expenses. Total of all expenses incurred2020-12-31$14,110
Total plan assets at end of year2020-12-31$1,297,095
Total plan assets at beginning of year2020-12-31$1,132,742
Total contributions received or receivable from participants2020-12-31$38,948
Expenses. Other expenses not covered elsewhere2020-12-31$14,110
Other income received2020-12-31$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
Total income from all sources2019-12-31$280,014
Expenses. Total of all expenses incurred2019-12-31$16,015
Total plan assets at end of year2019-12-31$1,132,742
Total plan assets at beginning of year2019-12-31$868,743
Total contributions received or receivable from participants2019-12-31$37,471
Other income received2019-12-31$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
Total income from all sources2018-12-31$23,854
Expenses. Total of all expenses incurred2018-12-31$12,978
Total plan assets at end of year2018-12-31$868,743
Total plan assets at beginning of year2018-12-31$857,867
Total contributions received or receivable from participants2018-12-31$35,814
Expenses. Other expenses not covered elsewhere2018-12-31$12,978
Other income received2018-12-31$-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
Total income from all sources2017-12-31$216,797
Expenses. Total of all expenses incurred2017-12-31$10,853
Total plan assets at end of year2017-12-31$857,668
Total plan assets at beginning of year2017-12-31$651,724
Total contributions received or receivable from participants2017-12-31$31,750
Expenses. Other expenses not covered elsewhere2017-12-31$10,853
Other income received2017-12-31$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
Total income from all sources2016-12-31$130,588
Expenses. Total of all expenses incurred2016-12-31$8,497
Total plan assets at end of year2016-12-31$651,724
Total plan assets at beginning of year2016-12-31$529,633
Total contributions received or receivable from participants2016-12-31$30,750
Expenses. Other expenses not covered elsewhere2016-12-31$8,497
Other income received2016-12-31$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
Total income from all sources2015-12-31$6,973
Expenses. Total of all expenses incurred2015-12-31$7,714
Total plan assets at end of year2015-12-31$529,633
Total plan assets at beginning of year2015-12-31$530,374
Total contributions received or receivable from participants2015-12-31$30,600
Expenses. Other expenses not covered elsewhere2015-12-31$7,714
Other income received2015-12-31$-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
Total income from all sources2014-12-31$109,864
Expenses. Total of all expenses incurred2014-12-31$6,909
Total plan assets at end of year2014-12-31$530,374
Total plan assets at beginning of year2014-12-31$427,419
Total contributions received or receivable from participants2014-12-31$29,215
Expenses. Other expenses not covered elsewhere2014-12-31$6,909
Other income received2014-12-31$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
Total income from all sources2013-12-31$77,232
Expenses. Total of all expenses incurred2013-12-31$5,539
Total plan assets at end of year2013-12-31$427,483
Total plan assets at beginning of year2013-12-31$355,790
Total contributions received or receivable from participants2013-12-31$29,075
Expenses. Other expenses not covered elsewhere2013-12-31$5,539
Other income received2013-12-31$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
Total income from all sources2012-12-31$59,921
Expenses. Total of all expenses incurred2012-12-31$7,224
Total plan assets at end of year2012-12-31$355,790
Total plan assets at beginning of year2012-12-31$303,093
Total contributions received or receivable from participants2012-12-31$28,780
Expenses. Other expenses not covered elsewhere2012-12-31$7,224
Other income received2012-12-31$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
Total income from all sources2011-12-31$57,561
Expenses. Total of all expenses incurred2011-12-31$5,566
Total plan assets at end of year2011-12-31$303,093
Total plan assets at beginning of year2011-12-31$251,098
Total contributions received or receivable from participants2011-12-31$31,071
Expenses. Other expenses not covered elsewhere2011-12-31$5,566
Other income received2011-12-31$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
Total income from all sources2010-12-31$40,157
Expenses. Total of all expenses incurred2010-12-31$4,810
Total plan assets at end of year2010-12-31$251,098
Total plan assets at beginning of year2010-12-31$215,751
Total contributions received or receivable from participants2010-12-31$31,075
Expenses. Other expenses not covered elsewhere2010-12-31$4,810
Other income received2010-12-31$-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

Form 5500 Responses for STONE & ASSOCIATES, CPAS, 401(K) PLAN

2022: STONE & ASSOCIATES, CPAS, 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: STONE & ASSOCIATES, CPAS, 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: STONE & ASSOCIATES, CPAS, 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: STONE & ASSOCIATES, CPAS, 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: STONE & ASSOCIATES, CPAS, 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: STONE & ASSOCIATES, CPAS, 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: STONE & ASSOCIATES, CPAS, 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: STONE & ASSOCIATES, CPAS, 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: STONE & ASSOCIATES, CPAS, 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: STONE & ASSOCIATES, CPAS, 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: STONE & ASSOCIATES, CPAS, 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: STONE & ASSOCIATES, CPAS, 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
2010: STONE & ASSOCIATES, CPAS, 401(K) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: STONE & ASSOCIATES, CPAS, 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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