401k Plan data: MARY PIERCE CPA RETIREMENT PLAN plan

MARY PIERCE CPA RETIREMENT PLAN 401k Plan overview

Plan Name	MARY PIERCE CPA RETIREMENT PLAN
Plan identification number	001

MARY PIERCE CPA RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
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.

401k Sponsoring company profile

MARY PIERCE CPA, INC. has sponsored the creation of one or more 401k plans.

Company Name: MARY PIERCE CPA, INC.

Employer identification number (EIN): 472457892

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

Additional information about MARY PIERCE CPA, INC.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations

Incorporation Date: 2014-12-02

Company Identification Number: P14000096743

Legal Registered Office Address: 10944 DENOEU ROAD

BOYNTON BEACH

33472

More information about MARY PIERCE CPA, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MARY PIERCE CPA RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-04-01
001 2021-04-01
001 2020-04-01
001 2019-04-01
001 2018-04-01
001 2017-04-01 MARY PIERCE
001 2016-04-01 MARY PIERCE
001 2015-04-01 MARY PIERCE
001 2014-04-01 MARY PIERCE
001 2014-01-01 MARY PIERCE

Plan Statistics for MARY PIERCE CPA RETIREMENT PLAN

401k plan membership statisitcs for MARY PIERCE CPA RETIREMENT PLAN

Measure Date Value
2022: MARY PIERCE CPA RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year 2022-04-01 2
Total number of active participants reported on line 7a of the Form 5500 2022-04-01 0
Number of retired or separated participants receiving benefits 2022-04-01 0
Number of other retired or separated participants entitled to future benefits 2022-04-01 0
Total of all active and inactive participants 2022-04-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-04-01 0
Total participants 2022-04-01 0
Number of participants with account balances 2022-04-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-04-01 0
2021: MARY PIERCE CPA RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-04-01 2
Total number of active participants reported on line 7a of the Form 5500 2021-04-01 2
Number of retired or separated participants receiving benefits 2021-04-01 0
Number of other retired or separated participants entitled to future benefits 2021-04-01 0
Total of all active and inactive participants 2021-04-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-04-01 0
Total participants 2021-04-01 2
Number of participants with account balances 2021-04-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-04-01 0
2020: MARY PIERCE CPA RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-04-01 2
Total number of active participants reported on line 7a of the Form 5500 2020-04-01 2
Number of retired or separated participants receiving benefits 2020-04-01 0
Number of other retired or separated participants entitled to future benefits 2020-04-01 0
Total of all active and inactive participants 2020-04-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-04-01 0
Total participants 2020-04-01 2
Number of participants with account balances 2020-04-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-04-01 0
2019: MARY PIERCE CPA RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-04-01 2
Total number of active participants reported on line 7a of the Form 5500 2019-04-01 2
Number of retired or separated participants receiving benefits 2019-04-01 0
Number of other retired or separated participants entitled to future benefits 2019-04-01 0
Total of all active and inactive participants 2019-04-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-04-01 0
Total participants 2019-04-01 2
Number of participants with account balances 2019-04-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-04-01 0
2018: MARY PIERCE CPA RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-04-01 2
Total number of active participants reported on line 7a of the Form 5500 2018-04-01 2
Total of all active and inactive participants 2018-04-01 2
Total participants 2018-04-01 2
Number of participants with account balances 2018-04-01 2
2017: MARY PIERCE CPA RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-04-01 2
Total number of active participants reported on line 7a of the Form 5500 2017-04-01 2
Total of all active and inactive participants 2017-04-01 2
Total participants 2017-04-01 2
Number of participants with account balances 2017-04-01 2
2016: MARY PIERCE CPA RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-04-01 2
Total number of active participants reported on line 7a of the Form 5500 2016-04-01 2
Total of all active and inactive participants 2016-04-01 2
Total participants 2016-04-01 2
Number of participants with account balances 2016-04-01 2
2015: MARY PIERCE CPA RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-04-01 2
Total number of active participants reported on line 7a of the Form 5500 2015-04-01 2
Total of all active and inactive participants 2015-04-01 2
Total participants 2015-04-01 2
Number of participants with account balances 2015-04-01 2
2014: MARY PIERCE CPA RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-04-01 0
Total number of active participants reported on line 7a of the Form 5500 2014-04-01 2
Total of all active and inactive participants 2014-04-01 2
Total participants 2014-04-01 2
Number of participants with account balances 2014-04-01 2
Total participants, beginning-of-year 2014-01-01 0
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 2
Total of all active and inactive participants 2014-01-01 2
Total participants 2014-01-01 2
Number of participants with account balances 2014-01-01 2

Measure	Date	Value
2022: MARY PIERCE CPA RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year	2022-04-01	2
Total number of active participants reported on line 7a of the Form 5500	2022-04-01	0
Number of retired or separated participants receiving benefits	2022-04-01	0
Number of other retired or separated participants entitled to future benefits	2022-04-01	0
Total of all active and inactive participants	2022-04-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-04-01	0
Total participants	2022-04-01	0
Number of participants with account balances	2022-04-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-04-01	0
2021: MARY PIERCE CPA RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-04-01	2
Total number of active participants reported on line 7a of the Form 5500	2021-04-01	2
Number of retired or separated participants receiving benefits	2021-04-01	0
Number of other retired or separated participants entitled to future benefits	2021-04-01	0
Total of all active and inactive participants	2021-04-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-04-01	0
Total participants	2021-04-01	2
Number of participants with account balances	2021-04-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-04-01	0
2020: MARY PIERCE CPA RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-04-01	2
Total number of active participants reported on line 7a of the Form 5500	2020-04-01	2
Number of retired or separated participants receiving benefits	2020-04-01	0
Number of other retired or separated participants entitled to future benefits	2020-04-01	0
Total of all active and inactive participants	2020-04-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-04-01	0
Total participants	2020-04-01	2
Number of participants with account balances	2020-04-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-04-01	0
2019: MARY PIERCE CPA RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-04-01	2
Total number of active participants reported on line 7a of the Form 5500	2019-04-01	2
Number of retired or separated participants receiving benefits	2019-04-01	0
Number of other retired or separated participants entitled to future benefits	2019-04-01	0
Total of all active and inactive participants	2019-04-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-04-01	0
Total participants	2019-04-01	2
Number of participants with account balances	2019-04-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-04-01	0
2018: MARY PIERCE CPA RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-04-01	2
Total number of active participants reported on line 7a of the Form 5500	2018-04-01	2
Total of all active and inactive participants	2018-04-01	2
Total participants	2018-04-01	2
Number of participants with account balances	2018-04-01	2
2017: MARY PIERCE CPA RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-04-01	2
Total number of active participants reported on line 7a of the Form 5500	2017-04-01	2
Total of all active and inactive participants	2017-04-01	2
Total participants	2017-04-01	2
Number of participants with account balances	2017-04-01	2
2016: MARY PIERCE CPA RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-04-01	2
Total number of active participants reported on line 7a of the Form 5500	2016-04-01	2
Total of all active and inactive participants	2016-04-01	2
Total participants	2016-04-01	2
Number of participants with account balances	2016-04-01	2
2015: MARY PIERCE CPA RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-04-01	2
Total number of active participants reported on line 7a of the Form 5500	2015-04-01	2
Total of all active and inactive participants	2015-04-01	2
Total participants	2015-04-01	2
Number of participants with account balances	2015-04-01	2
2014: MARY PIERCE CPA RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-04-01	0
Total number of active participants reported on line 7a of the Form 5500	2014-04-01	2
Total of all active and inactive participants	2014-04-01	2
Total participants	2014-04-01	2
Number of participants with account balances	2014-04-01	2
Total participants, beginning-of-year	2014-01-01	0
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	2
Total of all active and inactive participants	2014-01-01	2
Total participants	2014-01-01	2
Number of participants with account balances	2014-01-01	2

Financial Data on MARY PIERCE CPA RETIREMENT PLAN

Measure	Date	Value
2023 : MARY PIERCE CPA RETIREMENT PLAN 2023 401k financial data
Total income from all sources	2023-03-31	$-65,000
Expenses. Total of all expenses incurred	2023-03-31	$601
Benefits paid (including direct rollovers)	2023-03-31	$601
Total plan assets at end of year	2023-03-31	$0
Total plan assets at beginning of year	2023-03-31	$65,601
Other income received	2023-03-31	$-65,000
Net income (gross income less expenses)	2023-03-31	$-65,601
Net plan assets at end of year (total assets less liabilities)	2023-03-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2023-03-31	$65,601
Assets. Value of employer securities	2023-03-31	$0
2022 : MARY PIERCE CPA RETIREMENT PLAN 2022 401k financial data
Total income from all sources	2022-03-31	$0
Expenses. Total of all expenses incurred	2022-03-31	$0
Total plan assets at end of year	2022-03-31	$65,601
Total plan assets at beginning of year	2022-03-31	$65,601
Net income (gross income less expenses)	2022-03-31	$0
Net plan assets at end of year (total assets less liabilities)	2022-03-31	$65,601
Net plan assets at beginning of year (total assets less liabilities)	2022-03-31	$65,601
Assets. Value of employer securities	2022-03-31	$65,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2022-03-31	$0
2021 : MARY PIERCE CPA RETIREMENT PLAN 2021 401k financial data
Total income from all sources	2021-03-31	$-20,000
Expenses. Total of all expenses incurred	2021-03-31	$0
Total plan assets at end of year	2021-03-31	$65,601
Total plan assets at beginning of year	2021-03-31	$85,601
Other income received	2021-03-31	$-20,000
Net income (gross income less expenses)	2021-03-31	$-20,000
Net plan assets at end of year (total assets less liabilities)	2021-03-31	$65,601
Net plan assets at beginning of year (total assets less liabilities)	2021-03-31	$85,601
Assets. Value of employer securities	2021-03-31	$65,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-03-31	$0
2020 : MARY PIERCE CPA RETIREMENT PLAN 2020 401k financial data
Total income from all sources	2020-03-31	$20,000
Expenses. Total of all expenses incurred	2020-03-31	$0
Total plan assets at end of year	2020-03-31	$85,601
Total plan assets at beginning of year	2020-03-31	$65,601
Other income received	2020-03-31	$20,000
Net income (gross income less expenses)	2020-03-31	$20,000
Net plan assets at end of year (total assets less liabilities)	2020-03-31	$85,601
Net plan assets at beginning of year (total assets less liabilities)	2020-03-31	$65,601
Assets. Value of employer securities	2020-03-31	$85,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-03-31	$0
2019 : MARY PIERCE CPA RETIREMENT PLAN 2019 401k financial data
Total plan assets at end of year	2019-03-31	$65,601
Total plan assets at beginning of year	2019-03-31	$65,601
Net plan assets at end of year (total assets less liabilities)	2019-03-31	$65,601
Net plan assets at beginning of year (total assets less liabilities)	2019-03-31	$65,601
Assets. Value of employer securities	2019-03-31	$65,000
Funding deficiency by the employer to the plan for this plan year	2019-03-31	$0
Minimum employer required contribution for this plan year	2019-03-31	$0
Amount contributed by the employer to the plan for this plan year	2019-03-31	$0
2018 : MARY PIERCE CPA RETIREMENT PLAN 2018 401k financial data
Total income from all sources	2018-03-31	$-84,999
Total plan assets at end of year	2018-03-31	$65,601
Total plan assets at beginning of year	2018-03-31	$150,600
Other income received	2018-03-31	$-84,999
Net income (gross income less expenses)	2018-03-31	$-84,999
Net plan assets at end of year (total assets less liabilities)	2018-03-31	$65,601
Net plan assets at beginning of year (total assets less liabilities)	2018-03-31	$150,600
Assets. Value of employer securities	2018-03-31	$65,000
Funding deficiency by the employer to the plan for this plan year	2018-03-31	$0
Minimum employer required contribution for this plan year	2018-03-31	$0
Amount contributed by the employer to the plan for this plan year	2018-03-31	$0
2017 : MARY PIERCE CPA RETIREMENT PLAN 2017 401k financial data
Total income from all sources	2017-03-31	$34,255
Total plan assets at end of year	2017-03-31	$150,600
Total plan assets at beginning of year	2017-03-31	$116,345
Other income received	2017-03-31	$34,255
Net income (gross income less expenses)	2017-03-31	$34,255
Net plan assets at end of year (total assets less liabilities)	2017-03-31	$150,600
Net plan assets at beginning of year (total assets less liabilities)	2017-03-31	$116,345
Assets. Value of employer securities	2017-03-31	$150,000
Funding deficiency by the employer to the plan for this plan year	2017-03-31	$0
Minimum employer required contribution for this plan year	2017-03-31	$0
Amount contributed by the employer to the plan for this plan year	2017-03-31	$0
2016 : MARY PIERCE CPA RETIREMENT PLAN 2016 401k financial data
Total income from all sources	2016-03-31	$99
Total plan assets at end of year	2016-03-31	$116,345
Total plan assets at beginning of year	2016-03-31	$116,246
Other income received	2016-03-31	$99
Net income (gross income less expenses)	2016-03-31	$99
Net plan assets at end of year (total assets less liabilities)	2016-03-31	$116,345
Net plan assets at beginning of year (total assets less liabilities)	2016-03-31	$116,246
Assets. Value of employer securities	2016-03-31	$115,745
Funding deficiency by the employer to the plan for this plan year	2016-03-31	$0
Minimum employer required contribution for this plan year	2016-03-31	$0
Amount contributed by the employer to the plan for this plan year	2016-03-31	$0
2015 : MARY PIERCE CPA RETIREMENT PLAN 2015 401k financial data
Total income from all sources	2015-03-31	$116,246
Total plan assets at end of year	2015-03-31	$116,246
Contributions received from other sources (not participants or employers)	2015-03-31	$116,246
Net income (gross income less expenses)	2015-03-31	$116,246
Net plan assets at end of year (total assets less liabilities)	2015-03-31	$116,246
Assets. Value of employer securities	2015-03-31	$115,646
2014 : MARY PIERCE CPA RETIREMENT PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$116,246
Total plan assets at end of year	2014-12-31	$116,246
Contributions received from other sources (not participants or employers)	2014-12-31	$116,246
Net income (gross income less expenses)	2014-12-31	$116,246
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$116,246
Assets. Value of employer securities	2014-12-31	$115,646
Funding deficiency by the employer to the plan for this plan year	2014-12-31	$0
Minimum employer required contribution for this plan year	2014-12-31	$0
Amount contributed by the employer to the plan for this plan year	2014-12-31	$0

Form 5500 Responses for MARY PIERCE CPA RETIREMENT PLAN

2022: MARY PIERCE CPA RETIREMENT PLAN 2022 form 5500 responses
2022-04-01	Type of plan entity	Single employer plan
2022-04-01	Submission has been amended	No
2022-04-01	This submission is the final filing	Yes
2022-04-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-04-01	Plan is a collectively bargained plan	No
2022-04-01	Plan funding arrangement – Trust	Yes
2022-04-01	Plan benefit arrangement - Trust	Yes
2021: MARY PIERCE CPA RETIREMENT PLAN 2021 form 5500 responses
2021-04-01	Type of plan entity	Single employer plan
2021-04-01	Submission has been amended	No
2021-04-01	This submission is the final filing	No
2021-04-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-04-01	Plan is a collectively bargained plan	No
2021-04-01	Plan funding arrangement – Trust	Yes
2021-04-01	Plan benefit arrangement - Trust	Yes
2020: MARY PIERCE CPA RETIREMENT PLAN 2020 form 5500 responses
2020-04-01	Type of plan entity	Single employer plan
2020-04-01	Submission has been amended	No
2020-04-01	This submission is the final filing	No
2020-04-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-04-01	Plan is a collectively bargained plan	No
2020-04-01	Plan funding arrangement – Trust	Yes
2020-04-01	Plan benefit arrangement - Trust	Yes
2019: MARY PIERCE CPA RETIREMENT PLAN 2019 form 5500 responses
2019-04-01	Type of plan entity	Single employer plan
2019-04-01	Submission has been amended	No
2019-04-01	This submission is the final filing	No
2019-04-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-04-01	Plan is a collectively bargained plan	No
2019-04-01	Plan funding arrangement – Trust	Yes
2019-04-01	Plan benefit arrangement - Trust	Yes
2018: MARY PIERCE CPA RETIREMENT PLAN 2018 form 5500 responses
2018-04-01	Type of plan entity	Single employer plan
2018-04-01	Plan funding arrangement – Trust	Yes
2018-04-01	Plan benefit arrangement - Trust	Yes
2017: MARY PIERCE CPA RETIREMENT PLAN 2017 form 5500 responses
2017-04-01	Type of plan entity	Single employer plan
2017-04-01	Plan funding arrangement – Trust	Yes
2017-04-01	Plan benefit arrangement - Trust	Yes
2016: MARY PIERCE CPA RETIREMENT PLAN 2016 form 5500 responses
2016-04-01	Type of plan entity	Single employer plan
2016-04-01	Plan funding arrangement – Trust	Yes
2016-04-01	Plan benefit arrangement - Trust	Yes
2015: MARY PIERCE CPA RETIREMENT PLAN 2015 form 5500 responses
2015-04-01	Type of plan entity	Single employer plan
2015-04-01	Plan funding arrangement – Trust	Yes
2015-04-01	Plan benefit arrangement - Trust	Yes
2014: MARY PIERCE CPA RETIREMENT PLAN 2014 form 5500 responses
2014-04-01	Type of plan entity	Single employer plan
2014-04-01	First time form 5500 has been submitted	Yes
2014-04-01	Submission has been amended	Yes
2014-04-01	Plan funding arrangement – Trust	Yes
2014-04-01	Plan benefit arrangement - Trust	Yes
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	First time form 5500 has been submitted	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	MARY PIERCE CPA, INC.
Employer identification number (EIN):	472457892
NAIC Classification:	541211
NAIC Description:	Offices of Certified Public Accountants

Jurisdiction of Incorporation:	Florida Department of State Division of Corporations
Incorporation Date:	2014-12-02
Company Identification Number:	P14000096743
Legal Registered Office Address:	10944 DENOEU ROAD BOYNTON BEACH 33472