401k Plan data: JAMES A. SWEET, CPA KEOGH PLAN plan

JAMES A. SWEET, CPA KEOGH PLAN 401k Plan overview

Plan Name	JAMES A. SWEET, CPA KEOGH PLAN
Plan identification number	001

JAMES A. SWEET, CPA KEOGH PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Money purchase (other than target benefit)
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.
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

JAMES A. SWEET, CPA has sponsored the creation of one or more 401k plans.

Company Name: JAMES A. SWEET, CPA

Employer identification number (EIN): 391244219

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JAMES A. SWEET, CPA KEOGH PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01 JAMES A SWEET
001 2017-01-01 JAMES A SWEET
001 2016-01-01 JAMES A SWEET
001 2015-01-01 JAMES A SWEET
001 2014-01-01 JAMES A SWEET
001 2013-01-01 JAMES A SWEET
001 2012-01-01 JAMES A SWEET

Plan Statistics for JAMES A. SWEET, CPA KEOGH PLAN

401k plan membership statisitcs for JAMES A. SWEET, CPA KEOGH PLAN

Measure Date Value
2023: JAMES A. SWEET, CPA KEOGH PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 1
Total of all active and inactive participants 2023-01-01 1
Total participants 2023-01-01 1
Number of participants with account balances 2023-01-01 1
2022: JAMES A. SWEET, CPA KEOGH PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 1
Total of all active and inactive participants 2022-01-01 1
Total participants 2022-01-01 1
Number of participants with account balances 2022-01-01 1
2021: JAMES A. SWEET, CPA KEOGH PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 1
Total of all active and inactive participants 2021-01-01 1
Total participants 2021-01-01 1
Number of participants with account balances 2021-01-01 1
2020: JAMES A. SWEET, CPA KEOGH PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 1
Total of all active and inactive participants 2020-01-01 1
Total participants 2020-01-01 1
Number of participants with account balances 2020-01-01 1
2019: JAMES A. SWEET, CPA KEOGH PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 1
Total of all active and inactive participants 2019-01-01 1
Total participants 2019-01-01 1
Number of participants with account balances 2019-01-01 1
2018: JAMES A. SWEET, CPA KEOGH PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 1
Total of all active and inactive participants 2018-01-01 1
Total participants 2018-01-01 1
Number of participants with account balances 2018-01-01 1
2017: JAMES A. SWEET, CPA KEOGH PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 1
Total of all active and inactive participants 2017-01-01 1
Total participants 2017-01-01 1
Number of participants with account balances 2017-01-01 1
2016: JAMES A. SWEET, CPA KEOGH PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 1
Total of all active and inactive participants 2016-01-01 1
Total participants 2016-01-01 1
Number of participants with account balances 2016-01-01 1
2015: JAMES A. SWEET, CPA KEOGH PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 1
Number of other retired or separated participants entitled to future benefits 2015-01-01 1
Total of all active and inactive participants 2015-01-01 1
Total participants 2015-01-01 1
2014: JAMES A. SWEET, CPA KEOGH PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 1
Number of other retired or separated participants entitled to future benefits 2014-01-01 1
Total of all active and inactive participants 2014-01-01 1
Total participants 2014-01-01 1
2013: JAMES A. SWEET, CPA KEOGH PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 1
Total of all active and inactive participants 2013-01-01 1
Total participants 2013-01-01 1
Number of participants with account balances 2013-01-01 1
2012: JAMES A. SWEET, CPA KEOGH PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 1
Total of all active and inactive participants 2012-01-01 1
Total participants 2012-01-01 1
Number of participants with account balances 2012-01-01 1

Measure	Date	Value
2023: JAMES A. SWEET, CPA KEOGH PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	1
Total of all active and inactive participants	2023-01-01	1
Total participants	2023-01-01	1
Number of participants with account balances	2023-01-01	1
2022: JAMES A. SWEET, CPA KEOGH PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	1
Total of all active and inactive participants	2022-01-01	1
Total participants	2022-01-01	1
Number of participants with account balances	2022-01-01	1
2021: JAMES A. SWEET, CPA KEOGH PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	1
Total of all active and inactive participants	2021-01-01	1
Total participants	2021-01-01	1
Number of participants with account balances	2021-01-01	1
2020: JAMES A. SWEET, CPA KEOGH PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	1
Total of all active and inactive participants	2020-01-01	1
Total participants	2020-01-01	1
Number of participants with account balances	2020-01-01	1
2019: JAMES A. SWEET, CPA KEOGH PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	1
Total of all active and inactive participants	2019-01-01	1
Total participants	2019-01-01	1
Number of participants with account balances	2019-01-01	1
2018: JAMES A. SWEET, CPA KEOGH PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	1
Total of all active and inactive participants	2018-01-01	1
Total participants	2018-01-01	1
Number of participants with account balances	2018-01-01	1
2017: JAMES A. SWEET, CPA KEOGH PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	1
Total of all active and inactive participants	2017-01-01	1
Total participants	2017-01-01	1
Number of participants with account balances	2017-01-01	1
2016: JAMES A. SWEET, CPA KEOGH PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	1
Total of all active and inactive participants	2016-01-01	1
Total participants	2016-01-01	1
Number of participants with account balances	2016-01-01	1
2015: JAMES A. SWEET, CPA KEOGH PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	1
Number of other retired or separated participants entitled to future benefits	2015-01-01	1
Total of all active and inactive participants	2015-01-01	1
Total participants	2015-01-01	1
2014: JAMES A. SWEET, CPA KEOGH PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	1
Number of other retired or separated participants entitled to future benefits	2014-01-01	1
Total of all active and inactive participants	2014-01-01	1
Total participants	2014-01-01	1
2013: JAMES A. SWEET, CPA KEOGH PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	1
Total of all active and inactive participants	2013-01-01	1
Total participants	2013-01-01	1
Number of participants with account balances	2013-01-01	1
2012: JAMES A. SWEET, CPA KEOGH PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	1
Total of all active and inactive participants	2012-01-01	1
Total participants	2012-01-01	1
Number of participants with account balances	2012-01-01	1

Financial Data on JAMES A. SWEET, CPA KEOGH PLAN

Measure	Date	Value
2023 : JAMES A. SWEET, CPA KEOGH PLAN 2023 401k financial data
Total income from all sources	2023-12-31	$170,048
Expenses. Total of all expenses incurred	2023-12-31	$214,320
Benefits paid (including direct rollovers)	2023-12-31	$214,320
Total plan assets at end of year	2023-12-31	$2,020,766
Total plan assets at beginning of year	2023-12-31	$2,065,038
Expenses. Other expenses not covered elsewhere	2023-12-31	$0
Other income received	2023-12-31	$141,926
Net income (gross income less expenses)	2023-12-31	$-44,272
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$2,020,766
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$2,065,038
Total contributions received or receivable from employer(s)	2023-12-31	$28,122
2022 : JAMES A. SWEET, CPA KEOGH PLAN 2022 401k financial data
Total income from all sources	2022-12-31	$-118,911
Expenses. Total of all expenses incurred	2022-12-31	$328,680
Benefits paid (including direct rollovers)	2022-12-31	$328,680
Total plan assets at end of year	2022-12-31	$2,064,849
Total plan assets at beginning of year	2022-12-31	$2,512,440
Expenses. Other expenses not covered elsewhere	2022-12-31	$0
Other income received	2022-12-31	$-161,272
Net income (gross income less expenses)	2022-12-31	$-447,591
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$2,064,849
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$2,512,440
Total contributions received or receivable from employer(s)	2022-12-31	$42,361
2021 : JAMES A. SWEET, CPA KEOGH PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$359,857
Expenses. Total of all expenses incurred	2021-12-31	$201,343
Benefits paid (including direct rollovers)	2021-12-31	$201,280
Total plan assets at end of year	2021-12-31	$2,512,293
Total plan assets at beginning of year	2021-12-31	$2,353,779
Expenses. Other expenses not covered elsewhere	2021-12-31	$63
Other income received	2021-12-31	$319,293
Net income (gross income less expenses)	2021-12-31	$158,514
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$2,512,293
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$2,353,779
Total contributions received or receivable from employer(s)	2021-12-31	$40,564
2020 : JAMES A. SWEET, CPA KEOGH PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$140,145
Expenses. Total of all expenses incurred	2020-12-31	$0
Benefits paid (including direct rollovers)	2020-12-31	$0
Total plan assets at end of year	2020-12-31	$2,353,779
Total plan assets at beginning of year	2020-12-31	$2,213,634
Other income received	2020-12-31	$100,225
Net income (gross income less expenses)	2020-12-31	$140,145
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$2,353,779
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$2,213,634
Total contributions received or receivable from employer(s)	2020-12-31	$39,920
2019 : JAMES A. SWEET, CPA KEOGH PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$392,784
Expenses. Total of all expenses incurred	2019-12-31	$96,097
Benefits paid (including direct rollovers)	2019-12-31	$96,070
Total plan assets at end of year	2019-12-31	$2,213,634
Total plan assets at beginning of year	2019-12-31	$1,916,947
Expenses. Other expenses not covered elsewhere	2019-12-31	$27
Other income received	2019-12-31	$346,951
Net income (gross income less expenses)	2019-12-31	$296,687
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$2,213,634
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$1,916,947
Total contributions received or receivable from employer(s)	2019-12-31	$45,833
2018 : JAMES A. SWEET, CPA KEOGH PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$-54,826
Expenses. Total of all expenses incurred	2018-12-31	$99,790
Benefits paid (including direct rollovers)	2018-12-31	$99,780
Total plan assets at end of year	2018-12-31	$1,916,947
Total plan assets at beginning of year	2018-12-31	$2,071,563
Expenses. Other expenses not covered elsewhere	2018-12-31	$10
Other income received	2018-12-31	$-100,411
Net income (gross income less expenses)	2018-12-31	$-154,616
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$1,916,947
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$2,071,563
Total contributions received or receivable from employer(s)	2018-12-31	$45,585
2017 : JAMES A. SWEET, CPA KEOGH PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$260,427
Expenses. Total of all expenses incurred	2017-12-31	$87,792
Benefits paid (including direct rollovers)	2017-12-31	$87,700
Total plan assets at end of year	2017-12-31	$2,071,563
Total plan assets at beginning of year	2017-12-31	$1,898,928
Expenses. Other expenses not covered elsewhere	2017-12-31	$92
Other income received	2017-12-31	$213,635
Net income (gross income less expenses)	2017-12-31	$172,635
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$2,071,563
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$1,898,928
Total contributions received or receivable from employer(s)	2017-12-31	$46,792
2016 : JAMES A. SWEET, CPA KEOGH PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$219,480
Expenses. Total of all expenses incurred	2016-12-31	$78,236
Benefits paid (including direct rollovers)	2016-12-31	$78,210
Total plan assets at end of year	2016-12-31	$1,898,928
Total plan assets at beginning of year	2016-12-31	$1,757,684
Expenses. Other expenses not covered elsewhere	2016-12-31	$26
Other income received	2016-12-31	$178,525
Net income (gross income less expenses)	2016-12-31	$141,244
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$1,898,928
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$1,757,684
Total contributions received or receivable from employer(s)	2016-12-31	$40,955
2015 : JAMES A. SWEET, CPA KEOGH PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$24,431
Expenses. Total of all expenses incurred	2015-12-31	$77,256
Benefits paid (including direct rollovers)	2015-12-31	$77,230
Total plan assets at end of year	2015-12-31	$1,757,684
Total plan assets at beginning of year	2015-12-31	$1,810,509
Expenses. Other expenses not covered elsewhere	2015-12-31	$26
Other income received	2015-12-31	$-14,801
Net income (gross income less expenses)	2015-12-31	$-52,825
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$1,757,684
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$1,810,509
Total contributions received or receivable from employer(s)	2015-12-31	$39,232
2014 : JAMES A. SWEET, CPA KEOGH PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$204,947
Expenses. Total of all expenses incurred	2014-12-31	$68,901
Benefits paid (including direct rollovers)	2014-12-31	$68,800
Total plan assets at end of year	2014-12-31	$1,810,509
Total plan assets at beginning of year	2014-12-31	$1,674,463
Expenses. Other expenses not covered elsewhere	2014-12-31	$101
Other income received	2014-12-31	$160,532
Net income (gross income less expenses)	2014-12-31	$136,046
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,810,509
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,674,463
Total contributions received or receivable from employer(s)	2014-12-31	$44,415
2013 : JAMES A. SWEET, CPA KEOGH PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$352,866
Expenses. Total of all expenses incurred	2013-12-31	$54,146
Benefits paid (including direct rollovers)	2013-12-31	$54,130
Total plan assets at end of year	2013-12-31	$1,674,463
Total plan assets at beginning of year	2013-12-31	$1,375,743
Expenses. Other expenses not covered elsewhere	2013-12-31	$16
Other income received	2013-12-31	$313,696
Net income (gross income less expenses)	2013-12-31	$298,720
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,674,463
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,375,743
Total contributions received or receivable from employer(s)	2013-12-31	$39,170
2012 : JAMES A. SWEET, CPA KEOGH PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$176,543
Expenses. Total of all expenses incurred	2012-12-31	$47,336
Benefits paid (including direct rollovers)	2012-12-31	$47,335
Total plan assets at end of year	2012-12-31	$1,375,743
Total plan assets at beginning of year	2012-12-31	$1,246,536
Expenses. Other expenses not covered elsewhere	2012-12-31	$1
Other income received	2012-12-31	$137,574
Net income (gross income less expenses)	2012-12-31	$129,207
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,375,743
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,246,536
Total contributions received or receivable from employer(s)	2012-12-31	$38,969

Form 5500 Responses for JAMES A. SWEET, CPA KEOGH PLAN

2023: JAMES A. SWEET, CPA KEOGH PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: JAMES A. SWEET, CPA KEOGH PLAN 2022 form 5500 responses
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: JAMES A. SWEET, CPA KEOGH PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: JAMES A. SWEET, CPA KEOGH PLAN 2020 form 5500 responses
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: JAMES A. SWEET, CPA KEOGH PLAN 2019 form 5500 responses
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: JAMES A. SWEET, CPA KEOGH PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: JAMES A. SWEET, CPA KEOGH PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: JAMES A. SWEET, CPA KEOGH PLAN 2016 form 5500 responses
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: JAMES A. SWEET, CPA KEOGH PLAN 2015 form 5500 responses
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: JAMES A. SWEET, CPA KEOGH PLAN 2014 form 5500 responses
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: JAMES A. SWEET, CPA KEOGH 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 A. SWEET, CPA KEOGH PLAN 2012 form 5500 responses
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

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Company Name:	JAMES A. SWEET, CPA
Employer identification number (EIN):	391244219
NAIC Classification:	541211
NAIC Description:	Offices of Certified Public Accountants