401k Plan data: JAMES G ZUPKA CPA INC RETIREMENT PLAN plan

JAMES G ZUPKA CPA INC RETIREMENT PLAN 401k Plan overview

Plan Name	JAMES G ZUPKA CPA INC RETIREMENT PLAN
Plan identification number	001

JAMES G ZUPKA CPA INC RETIREMENT PLAN Benefits

401k Plan Type

Defined 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.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
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.
Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

JAMES G. ZUPKA, CPA, INC. has sponsored the creation of one or more 401k plans.

Company Name: JAMES G. ZUPKA, CPA, INC.

Employer identification number (EIN): 341413003

NAIC Classification: 541211
NAIC Description: Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JAMES G ZUPKA CPA INC RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2017-01-01 JAMES ZUPKA
001 2016-01-01 JAMES ZUPKA JAMES ZUPKA 2017-10-16
001 2014-01-01 JAMES G ZUPKA JAMES G ZUPKA
001 2013-01-01 JAMES G ZUPKA
001 2012-01-01 JAMES G ZUPKA
001 2011-01-01 JAMES G ZUPKA
001 2009-01-01 JAMES G ZUPKA

Plan Statistics for JAMES G ZUPKA CPA INC RETIREMENT PLAN

401k plan membership statisitcs for JAMES G ZUPKA CPA INC RETIREMENT PLAN

Measure Date Value
2022: JAMES G ZUPKA CPA INC RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 22
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 20
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 1
Total of all active and inactive participants 2022-01-01 21
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 21
Number of participants with account balances 2022-01-01 18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: JAMES G ZUPKA CPA INC RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 19
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 22
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 0
Total of all active and inactive participants 2021-01-01 22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 22
Number of participants with account balances 2021-01-01 20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: JAMES G ZUPKA CPA INC RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 17
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 19
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 19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 19
Number of participants with account balances 2020-01-01 18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: JAMES G ZUPKA CPA INC RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 16
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 15
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 17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 17
Number of participants with account balances 2019-01-01 17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2017: JAMES G ZUPKA CPA INC RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 18
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 16
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 0
Total of all active and inactive participants 2017-01-01 16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 16
Number of participants with account balances 2017-01-01 16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: JAMES G ZUPKA CPA INC RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 21
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 16
Number of retired or separated participants receiving benefits 2016-01-01 2
Number of other retired or separated participants entitled to future benefits 2016-01-01 0
Total of all active and inactive participants 2016-01-01 18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 18
Number of participants with account balances 2016-01-01 18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 3
2014: JAMES G ZUPKA CPA INC RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 17
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 18
Number of retired or separated participants receiving benefits 2014-01-01 2
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 20
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 20
Number of participants with account balances 2014-01-01 18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: JAMES G ZUPKA CPA INC RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 17
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 17
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 0
Total of all active and inactive participants 2013-01-01 17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 17
Number of participants with account balances 2013-01-01 17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: JAMES G ZUPKA CPA INC RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 20
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 16
Number of other retired or separated participants entitled to future benefits 2012-01-01 1
Total of all active and inactive participants 2012-01-01 17
Total participants 2012-01-01 17
Number of participants with account balances 2012-01-01 17
2011: JAMES G ZUPKA CPA INC RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 21
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 17
Number of other retired or separated participants entitled to future benefits 2011-01-01 5
Total of all active and inactive participants 2011-01-01 22
Total participants 2011-01-01 22
Number of participants with account balances 2011-01-01 22
2009: JAMES G ZUPKA CPA INC RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 18
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 17
Number of other retired or separated participants entitled to future benefits 2009-01-01 4
Total of all active and inactive participants 2009-01-01 21
Total participants 2009-01-01 21
Number of participants with account balances 2009-01-01 21

Measure	Date	Value
2022: JAMES G ZUPKA CPA INC RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	22
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	20
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	1
Total of all active and inactive participants	2022-01-01	21
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	21
Number of participants with account balances	2022-01-01	18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: JAMES G ZUPKA CPA INC RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	19
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	22
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	0
Total of all active and inactive participants	2021-01-01	22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	22
Number of participants with account balances	2021-01-01	20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: JAMES G ZUPKA CPA INC RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	17
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	19
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	19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	19
Number of participants with account balances	2020-01-01	18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: JAMES G ZUPKA CPA INC RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	16
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	15
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	17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	17
Number of participants with account balances	2019-01-01	17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2017: JAMES G ZUPKA CPA INC RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	18
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	16
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	0
Total of all active and inactive participants	2017-01-01	16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	16
Number of participants with account balances	2017-01-01	16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: JAMES G ZUPKA CPA INC RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	21
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	16
Number of retired or separated participants receiving benefits	2016-01-01	2
Number of other retired or separated participants entitled to future benefits	2016-01-01	0
Total of all active and inactive participants	2016-01-01	18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	18
Number of participants with account balances	2016-01-01	18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	3
2014: JAMES G ZUPKA CPA INC RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	17
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	18
Number of retired or separated participants receiving benefits	2014-01-01	2
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	20
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	20
Number of participants with account balances	2014-01-01	18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: JAMES G ZUPKA CPA INC RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	17
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	17
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	0
Total of all active and inactive participants	2013-01-01	17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	17
Number of participants with account balances	2013-01-01	17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: JAMES G ZUPKA CPA INC RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	20
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	16
Number of other retired or separated participants entitled to future benefits	2012-01-01	1
Total of all active and inactive participants	2012-01-01	17
Total participants	2012-01-01	17
Number of participants with account balances	2012-01-01	17
2011: JAMES G ZUPKA CPA INC RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	21
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	17
Number of other retired or separated participants entitled to future benefits	2011-01-01	5
Total of all active and inactive participants	2011-01-01	22
Total participants	2011-01-01	22
Number of participants with account balances	2011-01-01	22
2009: JAMES G ZUPKA CPA INC RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	18
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	17
Number of other retired or separated participants entitled to future benefits	2009-01-01	4
Total of all active and inactive participants	2009-01-01	21
Total participants	2009-01-01	21
Number of participants with account balances	2009-01-01	21

Financial Data on JAMES G ZUPKA CPA INC RETIREMENT PLAN

Measure	Date	Value
2022 : JAMES G ZUPKA CPA INC RETIREMENT PLAN 2022 401k financial data
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	$-651,742
Expenses. Total of all expenses incurred	2022-12-31	$1,649,343
Benefits paid (including direct rollovers)	2022-12-31	$1,649,119
Total plan assets at end of year	2022-12-31	$2,987,220
Total plan assets at beginning of year	2022-12-31	$5,288,305
Value of fidelity bond covering the plan	2022-12-31	$400,000
Total contributions received or receivable from participants	2022-12-31	$150,392
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	$-859,935
Noncash contributions received	2022-12-31	$0
Net income (gross income less expenses)	2022-12-31	$-2,301,085
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$2,987,220
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$5,288,305
Total contributions received or receivable from employer(s)	2022-12-31	$57,801
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	$224
2021 : JAMES G ZUPKA CPA INC RETIREMENT PLAN 2021 401k financial data
Transfers to/from the plan	2021-12-31	$0
Total plan liabilities at end of year	2021-12-31	$0
Total plan liabilities at beginning of year	2021-12-31	$0
Total income from all sources	2021-12-31	$822,561
Expenses. Total of all expenses incurred	2021-12-31	$60,452
Benefits paid (including direct rollovers)	2021-12-31	$60,370
Total plan assets at end of year	2021-12-31	$5,288,305
Total plan assets at beginning of year	2021-12-31	$4,526,196
Value of fidelity bond covering the plan	2021-12-31	$400,000
Assets. Value of tangible personal property	2021-12-31	$0
Total contributions received or receivable from participants	2021-12-31	$180,612
Assets. Value of loans (other than to participants)	2021-12-31	$0
Expenses. Other expenses not covered elsewhere	2021-12-31	$0
Contributions received from other sources (not participants or employers)	2021-12-31	$2,307
Other income received	2021-12-31	$525,384
Noncash contributions received	2021-12-31	$0
Net income (gross income less expenses)	2021-12-31	$762,109
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$5,288,305
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$4,526,196
Assets. Value of participant loans	2021-12-31	$0
Assets. Value of assets in partnership/joint-venture interests	2021-12-31	$0
Assets. Value of real-estate (other than employer real property)	2021-12-31	$0
Assets. Value of employer securities	2021-12-31	$0
Assets. Value of employer real property	2021-12-31	$0
Total contributions received or receivable from employer(s)	2021-12-31	$114,258
Value of certain deemed distributions of participant loans	2021-12-31	$0
Value of corrective distributions	2021-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$82
2020 : JAMES G ZUPKA CPA INC RETIREMENT PLAN 2020 401k financial data
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	$822,618
Expenses. Total of all expenses incurred	2020-12-31	$228,587
Benefits paid (including direct rollovers)	2020-12-31	$228,499
Total plan assets at end of year	2020-12-31	$4,526,196
Total plan assets at beginning of year	2020-12-31	$3,932,165
Value of fidelity bond covering the plan	2020-12-31	$400,000
Assets. Value of tangible personal property	2020-12-31	$0
Total contributions received or receivable from participants	2020-12-31	$173,294
Assets. Value of loans (other than to participants)	2020-12-31	$0
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	$543,828
Noncash contributions received	2020-12-31	$0
Net income (gross income less expenses)	2020-12-31	$594,031
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$4,526,196
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$3,932,165
Assets. Value of participant loans	2020-12-31	$0
Assets. Value of assets in partnership/joint-venture interests	2020-12-31	$0
Assets. Value of real-estate (other than employer real property)	2020-12-31	$0
Assets. Value of employer securities	2020-12-31	$0
Assets. Value of employer real property	2020-12-31	$0
Total contributions received or receivable from employer(s)	2020-12-31	$105,496
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	$88
2019 : JAMES G ZUPKA CPA INC RETIREMENT PLAN 2019 401k financial data
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	$896,423
Expenses. Total of all expenses incurred	2019-12-31	$149,580
Benefits paid (including direct rollovers)	2019-12-31	$149,526
Total plan assets at end of year	2019-12-31	$3,932,165
Total plan assets at beginning of year	2019-12-31	$3,185,322
Value of fidelity bond covering the plan	2019-12-31	$400,000
Total contributions received or receivable from participants	2019-12-31	$163,159
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	$636,130
Noncash contributions received	2019-12-31	$0
Net income (gross income less expenses)	2019-12-31	$746,843
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$3,932,165
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$3,185,322
Total contributions received or receivable from employer(s)	2019-12-31	$97,134
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	$54
2018 : JAMES G ZUPKA CPA INC RETIREMENT PLAN 2018 401k financial data
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	$82,606
Expenses. Total of all expenses incurred	2018-12-31	$20,990
Benefits paid (including direct rollovers)	2018-12-31	$20,990
Total plan assets at end of year	2018-12-31	$3,185,322
Total plan assets at beginning of year	2018-12-31	$3,123,706
Value of fidelity bond covering the plan	2018-12-31	$400,000
Total contributions received or receivable from participants	2018-12-31	$148,898
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	$-162,776
Noncash contributions received	2018-12-31	$0
Net income (gross income less expenses)	2018-12-31	$61,616
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$3,185,322
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$3,123,706
Total contributions received or receivable from employer(s)	2018-12-31	$96,484
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	$0
2017 : JAMES G ZUPKA CPA INC RETIREMENT PLAN 2017 401k financial data
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	$665,146
Expenses. Total of all expenses incurred	2017-12-31	$131,819
Benefits paid (including direct rollovers)	2017-12-31	$131,819
Total plan assets at end of year	2017-12-31	$3,123,706
Total plan assets at beginning of year	2017-12-31	$2,590,379
Value of fidelity bond covering the plan	2017-12-31	$400,000
Total contributions received or receivable from participants	2017-12-31	$141,732
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	$427,638
Noncash contributions received	2017-12-31	$0
Net income (gross income less expenses)	2017-12-31	$533,327
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$3,123,706
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$2,590,379
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2017-12-31	$0
Total contributions received or receivable from employer(s)	2017-12-31	$95,776
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	$0
2016 : JAMES G ZUPKA CPA INC RETIREMENT PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$446,923
Expenses. Total of all expenses incurred	2016-12-31	$235,865
Benefits paid (including direct rollovers)	2016-12-31	$220,908
Total plan assets at end of year	2016-12-31	$2,590,379
Total plan assets at beginning of year	2016-12-31	$2,379,321
Total contributions received or receivable from participants	2016-12-31	$224,683
Expenses. Other expenses not covered elsewhere	2016-12-31	$14,957
Other income received	2016-12-31	$222,240
Net income (gross income less expenses)	2016-12-31	$211,058
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$2,590,379
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$2,379,321
2014 : JAMES G ZUPKA CPA INC RETIREMENT PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$334,946
Expenses. Total of all expenses incurred	2014-12-31	$45,895
Benefits paid (including direct rollovers)	2014-12-31	$33,274
Total plan assets at end of year	2014-12-31	$2,157,618
Total plan assets at beginning of year	2014-12-31	$1,868,567
Total contributions received or receivable from participants	2014-12-31	$126,642
Expenses. Other expenses not covered elsewhere	2014-12-31	$12,621
Other income received	2014-12-31	$113,323
Net income (gross income less expenses)	2014-12-31	$289,051
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$2,157,618
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,868,567
Total contributions received or receivable from employer(s)	2014-12-31	$94,981
2013 : JAMES G ZUPKA CPA INC RETIREMENT PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$509,597
Expenses. Total of all expenses incurred	2013-12-31	$24,565
Benefits paid (including direct rollovers)	2013-12-31	$13,860
Total plan assets at end of year	2013-12-31	$1,868,567
Total plan assets at beginning of year	2013-12-31	$1,383,535
Total contributions received or receivable from participants	2013-12-31	$110,960
Expenses. Other expenses not covered elsewhere	2013-12-31	$10,705
Other income received	2013-12-31	$311,490
Net income (gross income less expenses)	2013-12-31	$485,032
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,868,567
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,383,535
Total contributions received or receivable from employer(s)	2013-12-31	$87,147
2012 : JAMES G ZUPKA CPA INC RETIREMENT PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$318,416
Expenses. Total of all expenses incurred	2012-12-31	$27,544
Benefits paid (including direct rollovers)	2012-12-31	$27,219
Total plan assets at end of year	2012-12-31	$1,383,535
Total plan assets at beginning of year	2012-12-31	$1,092,663
Total contributions received or receivable from participants	2012-12-31	$100,949
Expenses. Other expenses not covered elsewhere	2012-12-31	$325
Other income received	2012-12-31	$137,533
Net income (gross income less expenses)	2012-12-31	$290,872
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,383,535
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,092,663
Total contributions received or receivable from employer(s)	2012-12-31	$79,934
2011 : JAMES G ZUPKA CPA INC RETIREMENT PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$137,020
Expenses. Total of all expenses incurred	2011-12-31	$171,616
Benefits paid (including direct rollovers)	2011-12-31	$165,991
Total plan assets at end of year	2011-12-31	$1,092,663
Total plan assets at beginning of year	2011-12-31	$1,127,259
Total contributions received or receivable from participants	2011-12-31	$97,965
Expenses. Other expenses not covered elsewhere	2011-12-31	$5,625
Other income received	2011-12-31	$-7,446
Net income (gross income less expenses)	2011-12-31	$-34,596
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,092,663
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,127,259
Total contributions received or receivable from employer(s)	2011-12-31	$46,501
2010 : JAMES G ZUPKA CPA INC RETIREMENT PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$261,833
Expenses. Total of all expenses incurred	2010-12-31	$18,810
Benefits paid (including direct rollovers)	2010-12-31	$13,958
Total plan assets at end of year	2010-12-31	$1,127,259
Total plan assets at beginning of year	2010-12-31	$884,236
Total contributions received or receivable from participants	2010-12-31	$116,329
Other income received	2010-12-31	$95,333
Net income (gross income less expenses)	2010-12-31	$243,023
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,127,259
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$884,236
Total contributions received or receivable from employer(s)	2010-12-31	$50,171
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$4,852

Form 5500 Responses for JAMES G ZUPKA CPA INC RETIREMENT PLAN

2022: JAMES G ZUPKA CPA INC RETIREMENT PLAN 2022 form 5500 responses
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
2021: JAMES G ZUPKA CPA INC RETIREMENT PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	This submission is the final filing	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: JAMES G ZUPKA CPA INC RETIREMENT PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	This submission is the final filing	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: JAMES G ZUPKA CPA INC RETIREMENT PLAN 2019 form 5500 responses
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
2017: JAMES G ZUPKA CPA INC RETIREMENT PLAN 2017 form 5500 responses
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: JAMES G ZUPKA CPA INC RETIREMENT PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
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
2013: JAMES G ZUPKA CPA INC RETIREMENT PLAN 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: JAMES G ZUPKA CPA INC RETIREMENT PLAN 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: JAMES G ZUPKA CPA INC RETIREMENT PLAN 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: JAMES G ZUPKA CPA INC RETIREMENT PLAN 2009 form 5500 responses
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

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Company Name:	JAMES G. ZUPKA, CPA, INC.
Employer identification number (EIN):	341413003
NAIC Classification:	541211
NAIC Description:	Offices of Certified Public Accountants