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SCOTT A. BRAUER, C.P.A., P.A. PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan NameSCOTT A. BRAUER, C.P.A., P.A. PROFIT SHARING PLAN AND TRUST
Plan identification number 001

SCOTT A. BRAUER, C.P.A., P.A. PROFIT SHARING PLAN AND TRUST 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
  • 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

SCOTT A. BRAUER, C.P.A., P.A. has sponsored the creation of one or more 401k plans.

Company Name:SCOTT A. BRAUER, C.P.A., P.A.
Employer identification number (EIN):591908928
NAIC Classification:541211
NAIC Description:Offices of Certified Public Accountants

Additional information about SCOTT A. BRAUER, C.P.A., P.A.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 1979-05-01
Company Identification Number: 619219
Legal Registered Office Address: 810 N BELCHER ROAD

CLEARWATER

33765

More information about SCOTT A. BRAUER, C.P.A., P.A.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SCOTT A. BRAUER, C.P.A., P.A. PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-07-01
0012022-07-01
0012021-07-01
0012020-07-01
0012019-07-01
0012018-07-01SCOTT A. BRAUER2019-08-04 SCOTT A. BRAUER2019-08-04
0012017-07-01
0012016-07-01
0012015-07-01SCOTT A. BRAUER2017-02-22
0012014-07-01SCOTT A. BRAUER2016-02-23
0012013-07-01SCOTT A. BRAUER2015-01-08
0012012-07-01SCOTT A. BRAUER2013-09-23
0012011-07-01SCOTT A. BRAUER2013-01-29
0012010-07-01MENDY MCKENDRY2012-01-25
0012007-07-01MENDY MCKENDRY

Plan Statistics for SCOTT A. BRAUER, C.P.A., P.A. PROFIT SHARING PLAN AND TRUST

401k plan membership statisitcs for SCOTT A. BRAUER, C.P.A., P.A. PROFIT SHARING PLAN AND TRUST

Measure Date Value
2018: SCOTT A. BRAUER, C.P.A., P.A. PROFIT SHARING PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year2018-07-013
Total number of active participants reported on line 7a of the Form 55002018-07-013
Number of retired or separated participants receiving benefits2018-07-010
Number of other retired or separated participants entitled to future benefits2018-07-010
Total of all active and inactive participants2018-07-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-010
Total participants2018-07-013
Number of participants with account balances2018-07-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-010
2017: SCOTT A. BRAUER, C.P.A., P.A. PROFIT SHARING PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year2017-07-013
Total number of active participants reported on line 7a of the Form 55002017-07-013
Number of retired or separated participants receiving benefits2017-07-010
Number of other retired or separated participants entitled to future benefits2017-07-010
Total of all active and inactive participants2017-07-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-010
Total participants2017-07-013
Number of participants with account balances2017-07-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-010
2016: SCOTT A. BRAUER, C.P.A., P.A. PROFIT SHARING PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year2016-07-013
Total number of active participants reported on line 7a of the Form 55002016-07-013
Number of retired or separated participants receiving benefits2016-07-010
Number of other retired or separated participants entitled to future benefits2016-07-010
Total of all active and inactive participants2016-07-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-010
Total participants2016-07-013
Number of participants with account balances2016-07-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-010
2007: SCOTT A. BRAUER, C.P.A., P.A. PROFIT SHARING PLAN AND TRUST 2007 401k membership
Total participants, beginning-of-year2007-07-015
Total number of active participants reported on line 7a of the Form 55002007-07-014
Number of retired or separated participants receiving benefits2007-07-010
Number of other retired or separated participants entitled to future benefits2007-07-010
Total of all active and inactive participants2007-07-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2007-07-010
Total participants2007-07-014
Number of participants with account balances2007-07-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2007-07-010

Financial Data on SCOTT A. BRAUER, C.P.A., P.A. PROFIT SHARING PLAN AND TRUST

Measure Date Value
2019 : SCOTT A. BRAUER, C.P.A., P.A. PROFIT SHARING PLAN AND TRUST 2019 401k financial data
Total plan liabilities at end of year2019-06-30$0
Total plan liabilities at beginning of year2019-06-30$0
Total income from all sources2019-06-30$1,053,293
Expenses. Total of all expenses incurred2019-06-30$199,993
Benefits paid (including direct rollovers)2019-06-30$159,431
Total plan assets at end of year2019-06-30$6,915,596
Total plan assets at beginning of year2019-06-30$6,062,296
Value of fidelity bond covering the plan2019-06-30$700,000
Expenses. Other expenses not covered elsewhere2019-06-30$40,562
Other income received2019-06-30$1,053,293
Net income (gross income less expenses)2019-06-30$853,300
Net plan assets at end of year (total assets less liabilities)2019-06-30$6,915,596
Net plan assets at beginning of year (total assets less liabilities)2019-06-30$6,062,296
Assets. Value of real-estate (other than employer real property)2019-06-30$741,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-06-30$0
2018 : SCOTT A. BRAUER, C.P.A., P.A. PROFIT SHARING PLAN AND TRUST 2018 401k financial data
Total plan liabilities at end of year2018-06-30$0
Total plan liabilities at beginning of year2018-06-30$0
Total income from all sources2018-06-30$1,113,207
Expenses. Total of all expenses incurred2018-06-30$31,807
Total plan assets at end of year2018-06-30$6,062,296
Total plan assets at beginning of year2018-06-30$4,980,896
Value of fidelity bond covering the plan2018-06-30$700,000
Expenses. Other expenses not covered elsewhere2018-06-30$31,807
Other income received2018-06-30$1,054,202
Net income (gross income less expenses)2018-06-30$1,081,400
Net plan assets at end of year (total assets less liabilities)2018-06-30$6,062,296
Net plan assets at beginning of year (total assets less liabilities)2018-06-30$4,980,896
Assets. Value of real-estate (other than employer real property)2018-06-30$800,000
Total contributions received or receivable from employer(s)2018-06-30$59,005
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-06-30$0
2017 : SCOTT A. BRAUER, C.P.A., P.A. PROFIT SHARING PLAN AND TRUST 2017 401k financial data
Total plan liabilities at end of year2017-06-30$0
Total plan liabilities at beginning of year2017-06-30$0
Total income from all sources2017-06-30$798,378
Expenses. Total of all expenses incurred2017-06-30$29,893
Total plan assets at end of year2017-06-30$4,980,896
Total plan assets at beginning of year2017-06-30$4,212,411
Value of fidelity bond covering the plan2017-06-30$500,000
Other income received2017-06-30$739,894
Net income (gross income less expenses)2017-06-30$768,485
Net plan assets at end of year (total assets less liabilities)2017-06-30$4,980,896
Net plan assets at beginning of year (total assets less liabilities)2017-06-30$4,212,411
Assets. Value of real-estate (other than employer real property)2017-06-30$1,000,000
Total contributions received or receivable from employer(s)2017-06-30$58,484
Expenses. Administrative service providers (salaries,fees and commissions)2017-06-30$29,893

Form 5500 Responses for SCOTT A. BRAUER, C.P.A., P.A. PROFIT SHARING PLAN AND TRUST

2018: SCOTT A. BRAUER, C.P.A., P.A. PROFIT SHARING PLAN AND TRUST 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Submission has been amendedNo
2018-07-01This submission is the final filingNo
2018-07-01This return/report is a short plan year return/report (less than 12 months)No
2018-07-01Plan is a collectively bargained planNo
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement - TrustYes
2017: SCOTT A. BRAUER, C.P.A., P.A. PROFIT SHARING PLAN AND TRUST 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Submission has been amendedNo
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planNo
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement - TrustYes
2016: SCOTT A. BRAUER, C.P.A., P.A. PROFIT SHARING PLAN AND TRUST 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planNo
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement - TrustYes
2007: SCOTT A. BRAUER, C.P.A., P.A. PROFIT SHARING PLAN AND TRUST 2007 form 5500 responses
2007-07-01Type of plan entitySingle employer plan
2007-07-01Submission has been amendedYes
2007-07-01This submission is the final filingNo
2007-07-01This return/report is a short plan year return/report (less than 12 months)No
2007-07-01Plan is a collectively bargained planNo
2007-07-01Plan funding arrangement – TrustYes
2007-07-01Plan benefit arrangement - TrustYes

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