MICHAEL K WEBER CPA PLLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan MICHAEL K WEBER CPA PLLC 401(K) PROFIT SHARING PLAN & TRUST
401k plan membership statisitcs for MICHAEL K WEBER CPA PLLC 401(K) PROFIT SHARING PLAN & TRUST
Measure | Date | Value |
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2023: MICHAEL K WEBER CPA PLLC 401(K) PROFIT SHARING PLAN & TRUST 2023 401k membership |
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Total participants, beginning-of-year | 2023-01-01 | 10 |
Total number of active participants reported on line 7a of the Form 5500 | 2023-01-01 | 6 |
Number of retired or separated participants receiving benefits | 2023-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2023-01-01 | 3 |
Total of all active and inactive participants | 2023-01-01 | 9 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2023-01-01 | 0 |
Total participants | 2023-01-01 | 9 |
Number of participants with account balances | 2023-01-01 | 9 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2023-01-01 | 1 |
2022: MICHAEL K WEBER CPA PLLC 401(K) PROFIT SHARING PLAN & TRUST 2022 401k membership |
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Total participants, beginning-of-year | 2022-01-01 | 11 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 6 |
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 | 4 |
Total of all active and inactive participants | 2022-01-01 | 10 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 10 |
Number of participants with account balances | 2022-01-01 | 10 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2020: MICHAEL K WEBER CPA PLLC 401(K) PROFIT SHARING PLAN & TRUST 2020 401k membership |
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Total participants, beginning-of-year | 2020-01-01 | 8 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 7 |
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 | 2 |
Total of all active and inactive participants | 2020-01-01 | 9 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 9 |
Number of participants with account balances | 2020-01-01 | 9 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: MICHAEL K WEBER CPA PLLC 401(K) PROFIT SHARING PLAN & TRUST 2019 401k membership |
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Total participants, beginning-of-year | 2019-01-01 | 7 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 5 |
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 | 2 |
Total of all active and inactive participants | 2019-01-01 | 7 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 7 |
Number of participants with account balances | 2019-01-01 | 7 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: MICHAEL K WEBER CPA PLLC 401(K) PROFIT SHARING PLAN & TRUST 2018 401k membership |
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Total participants, beginning-of-year | 2018-01-01 | 6 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 4 |
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 | 3 |
Total of all active and inactive participants | 2018-01-01 | 7 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 7 |
Number of participants with account balances | 2018-01-01 | 7 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 1 |
2017: MICHAEL K WEBER CPA PLLC 401(K) PROFIT SHARING PLAN & TRUST 2017 401k membership |
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Total participants, beginning-of-year | 2017-01-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 3 |
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 | 2 |
Total of all active and inactive participants | 2017-01-01 | 5 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 5 |
Number of participants with account balances | 2017-01-01 | 5 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: MICHAEL K WEBER CPA PLLC 401(K) PROFIT SHARING PLAN & TRUST 2016 401k membership |
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Total participants, beginning-of-year | 2016-01-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 2 |
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 | 2 |
Total of all active and inactive participants | 2016-01-01 | 4 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 4 |
Number of participants with account balances | 2016-01-01 | 4 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
Measure | Date | Value |
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2023 : MICHAEL K WEBER CPA PLLC 401(K) PROFIT SHARING PLAN & TRUST 2023 401k financial data |
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Transfers to/from the plan | 2023-12-31 | $0 |
Total plan liabilities at end of year | 2023-12-31 | $0 |
Total plan liabilities at beginning of year | 2023-12-31 | $0 |
Total income from all sources | 2023-12-31 | $16,433 |
Expenses. Total of all expenses incurred | 2023-12-31 | $96,327 |
Benefits paid (including direct rollovers) | 2023-12-31 | $95,304 |
Total plan assets at end of year | 2023-12-31 | $32,601 |
Total plan assets at beginning of year | 2023-12-31 | $112,495 |
Value of fidelity bond covering the plan | 2023-12-31 | $50,000 |
Total contributions received or receivable from participants | 2023-12-31 | $6,926 |
Expenses. Other expenses not covered elsewhere | 2023-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2023-12-31 | $0 |
Other income received | 2023-12-31 | $5,066 |
Net income (gross income less expenses) | 2023-12-31 | $-79,894 |
Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $32,601 |
Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $112,495 |
Total contributions received or receivable from employer(s) | 2023-12-31 | $4,441 |
Value of certain deemed distributions of participant loans | 2023-12-31 | $0 |
Value of corrective distributions | 2023-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2023-12-31 | $1,023 |
2022 : MICHAEL K WEBER CPA PLLC 401(K) PROFIT SHARING PLAN & TRUST 2022 401k financial data |
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Transfers to/from the plan | 2022-12-31 | $0 |
Total plan liabilities at end of year | 2022-12-31 | $0 |
Total plan liabilities at beginning of year | 2022-12-31 | $0 |
Total income from all sources | 2022-12-31 | $-9,274 |
Expenses. Total of all expenses incurred | 2022-12-31 | $248 |
Benefits paid (including direct rollovers) | 2022-12-31 | $0 |
Total plan assets at end of year | 2022-12-31 | $112,495 |
Total plan assets at beginning of year | 2022-12-31 | $122,017 |
Value of fidelity bond covering the plan | 2022-12-31 | $50,000 |
Total contributions received or receivable from participants | 2022-12-31 | $12,519 |
Expenses. Other expenses not covered elsewhere | 2022-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2022-12-31 | $0 |
Other income received | 2022-12-31 | $-26,728 |
Net income (gross income less expenses) | 2022-12-31 | $-9,522 |
Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $112,495 |
Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $122,017 |
Total contributions received or receivable from employer(s) | 2022-12-31 | $4,935 |
Value of certain deemed distributions of participant loans | 2022-12-31 | $0 |
Value of corrective distributions | 2022-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $248 |
2020 : MICHAEL K WEBER CPA PLLC 401(K) PROFIT SHARING PLAN & TRUST 2020 401k financial data |
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Transfers to/from the plan | 2020-12-31 | $0 |
Total plan liabilities at end of year | 2020-12-31 | $0 |
Total plan liabilities at beginning of year | 2020-12-31 | $0 |
Total income from all sources | 2020-12-31 | $31,993 |
Expenses. Total of all expenses incurred | 2020-12-31 | $55 |
Benefits paid (including direct rollovers) | 2020-12-31 | $0 |
Total plan assets at end of year | 2020-12-31 | $88,469 |
Total plan assets at beginning of year | 2020-12-31 | $56,531 |
Value of fidelity bond covering the plan | 2020-12-31 | $0 |
Total contributions received or receivable from participants | 2020-12-31 | $12,643 |
Expenses. Other expenses not covered elsewhere | 2020-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2020-12-31 | $0 |
Other income received | 2020-12-31 | $13,242 |
Net income (gross income less expenses) | 2020-12-31 | $31,938 |
Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $88,469 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $56,531 |
Total contributions received or receivable from employer(s) | 2020-12-31 | $6,108 |
Value of certain deemed distributions of participant loans | 2020-12-31 | $0 |
Value of corrective distributions | 2020-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $55 |
2019 : MICHAEL K WEBER CPA PLLC 401(K) PROFIT SHARING PLAN & TRUST 2019 401k financial data |
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Transfers to/from the plan | 2019-12-31 | $0 |
Total plan liabilities at end of year | 2019-12-31 | $0 |
Total plan liabilities at beginning of year | 2019-12-31 | $0 |
Total income from all sources | 2019-12-31 | $26,452 |
Expenses. Total of all expenses incurred | 2019-12-31 | $1,462 |
Benefits paid (including direct rollovers) | 2019-12-31 | $792 |
Total plan assets at end of year | 2019-12-31 | $56,531 |
Total plan assets at beginning of year | 2019-12-31 | $31,541 |
Value of fidelity bond covering the plan | 2019-12-31 | $0 |
Total contributions received or receivable from participants | 2019-12-31 | $10,434 |
Expenses. Other expenses not covered elsewhere | 2019-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2019-12-31 | $0 |
Other income received | 2019-12-31 | $10,935 |
Net income (gross income less expenses) | 2019-12-31 | $24,990 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $56,531 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $31,541 |
Total contributions received or receivable from employer(s) | 2019-12-31 | $5,083 |
Value of certain deemed distributions of participant loans | 2019-12-31 | $0 |
Value of corrective distributions | 2019-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $670 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2019-12-31 | $0 |
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 | $0 |
2018 : MICHAEL K WEBER CPA PLLC 401(K) PROFIT SHARING PLAN & TRUST 2018 401k financial data |
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Transfers to/from the plan | 2018-12-31 | $0 |
Total plan liabilities at end of year | 2018-12-31 | $0 |
Total plan liabilities at beginning of year | 2018-12-31 | $0 |
Total income from all sources | 2018-12-31 | $7,686 |
Expenses. Total of all expenses incurred | 2018-12-31 | $126 |
Benefits paid (including direct rollovers) | 2018-12-31 | $0 |
Total plan assets at end of year | 2018-12-31 | $31,541 |
Total plan assets at beginning of year | 2018-12-31 | $23,981 |
Value of fidelity bond covering the plan | 2018-12-31 | $0 |
Total contributions received or receivable from participants | 2018-12-31 | $7,289 |
Expenses. Other expenses not covered elsewhere | 2018-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2018-12-31 | $0 |
Other income received | 2018-12-31 | $-4,098 |
Net income (gross income less expenses) | 2018-12-31 | $7,560 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $31,541 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $23,981 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $4,495 |
Value of certain deemed distributions of participant loans | 2018-12-31 | $0 |
Value of corrective distributions | 2018-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $126 |
2017 : MICHAEL K WEBER CPA PLLC 401(K) PROFIT SHARING PLAN & TRUST 2017 401k financial data |
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Transfers to/from the plan | 2017-12-31 | $0 |
Total plan liabilities at end of year | 2017-12-31 | $0 |
Total plan liabilities at beginning of year | 2017-12-31 | $0 |
Total income from all sources | 2017-12-31 | $13,276 |
Expenses. Total of all expenses incurred | 2017-12-31 | $77 |
Benefits paid (including direct rollovers) | 2017-12-31 | $0 |
Total plan assets at end of year | 2017-12-31 | $23,981 |
Total plan assets at beginning of year | 2017-12-31 | $10,782 |
Value of fidelity bond covering the plan | 2017-12-31 | $0 |
Total contributions received or receivable from participants | 2017-12-31 | $5,774 |
Expenses. Other expenses not covered elsewhere | 2017-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2017-12-31 | $0 |
Other income received | 2017-12-31 | $3,942 |
Net income (gross income less expenses) | 2017-12-31 | $13,199 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $23,981 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $10,782 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $3,560 |
Value of certain deemed distributions of participant loans | 2017-12-31 | $0 |
Value of corrective distributions | 2017-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $77 |
2016 : MICHAEL K WEBER CPA PLLC 401(K) PROFIT SHARING PLAN & TRUST 2016 401k financial data |
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Transfers to/from the plan | 2016-12-31 | $0 |
Total plan liabilities at end of year | 2016-12-31 | $0 |
Total plan liabilities at beginning of year | 2016-12-31 | $0 |
Total income from all sources | 2016-12-31 | $10,803 |
Expenses. Total of all expenses incurred | 2016-12-31 | $21 |
Benefits paid (including direct rollovers) | 2016-12-31 | $0 |
Total plan assets at end of year | 2016-12-31 | $10,782 |
Total plan assets at beginning of year | 2016-12-31 | $0 |
Value of fidelity bond covering the plan | 2016-12-31 | $0 |
Total contributions received or receivable from participants | 2016-12-31 | $6,453 |
Expenses. Other expenses not covered elsewhere | 2016-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2016-12-31 | $0 |
Other income received | 2016-12-31 | $431 |
Net income (gross income less expenses) | 2016-12-31 | $10,782 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $10,782 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $3,919 |
Value of certain deemed distributions of participant loans | 2016-12-31 | $0 |
Value of corrective distributions | 2016-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $21 |
2023: MICHAEL K WEBER CPA PLLC 401(K) PROFIT SHARING PLAN & TRUST 2023 form 5500 responses |
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2023-01-01 | Type of plan entity | Single employer plan |
2023-01-01 | Submission has been amended | No |
2023-01-01 | This submission is the final filing | No |
2023-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2023-01-01 | Plan is a collectively bargained plan | No |
2023-01-01 | Plan funding arrangement – Trust | Yes |
2023-01-01 | Plan benefit arrangement - Trust | Yes |
2022: MICHAEL K WEBER CPA PLLC 401(K) PROFIT SHARING PLAN & TRUST 2022 form 5500 responses |
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2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Submission has been amended | No |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2020: MICHAEL K WEBER CPA PLLC 401(K) PROFIT SHARING PLAN & TRUST 2020 form 5500 responses |
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2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: MICHAEL K WEBER CPA PLLC 401(K) PROFIT SHARING PLAN & TRUST 2019 form 5500 responses |
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2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: MICHAEL K WEBER CPA PLLC 401(K) PROFIT SHARING PLAN & TRUST 2018 form 5500 responses |
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2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: MICHAEL K WEBER CPA PLLC 401(K) PROFIT SHARING PLAN & TRUST 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 | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: MICHAEL K WEBER CPA PLLC 401(K) PROFIT SHARING PLAN & TRUST 2016 form 5500 responses |
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2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | First time form 5500 has been submitted | Yes |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |