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DAVID L. TRIESCH, CPA, P.C. 401(K) PLAN 401k Plan overview

Plan NameDAVID L. TRIESCH, CPA, P.C. 401(K) PLAN
Plan identification number 001

DAVID L. TRIESCH, CPA, P.C. 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • 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.
  • 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

DAVID L. TRIESCH, CPA, P.C. has sponsored the creation of one or more 401k plans.

Company Name:DAVID L. TRIESCH, CPA, P.C.
Employer identification number (EIN):453328298

Additional information about DAVID L. TRIESCH, CPA, P.C.

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 1998-06-29
Company Identification Number: 0092438502
Legal Registered Office Address: 50 TWYNBRIDGE

SAN ANTONIO
United States of America (USA)
78259

More information about DAVID L. TRIESCH, CPA, P.C.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DAVID L. TRIESCH, CPA, P.C. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012011-01-01DAVID L. TRIESCH DAVID L. TRIESCH2012-09-10

Plan Statistics for DAVID L. TRIESCH, CPA, P.C. 401(K) PLAN

401k plan membership statisitcs for DAVID L. TRIESCH, CPA, P.C. 401(K) PLAN

Measure Date Value
2011: DAVID L. TRIESCH, CPA, P.C. 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

Financial Data on DAVID L. TRIESCH, CPA, P.C. 401(K) PLAN

Measure Date Value
2011 : DAVID L. TRIESCH, CPA, P.C. 401(K) PLAN 2011 401k financial data
Total income from all sources2011-12-31$33,294
Total plan assets at end of year2011-12-31$33,294
Value of fidelity bond covering the plan2011-12-31$20,000
Total contributions received or receivable from participants2011-12-31$25,220
Other income received2011-12-31$213
Net income (gross income less expenses)2011-12-31$33,294
Net plan assets at end of year (total assets less liabilities)2011-12-31$33,294
Total contributions received or receivable from employer(s)2011-12-31$7,861

Form 5500 Responses for DAVID L. TRIESCH, CPA, P.C. 401(K) PLAN

2011: DAVID L. TRIESCH, CPA, P.C. 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01First time form 5500 has been submittedYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes

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