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PATRICK J KOZLOWSKI ACCOUNTANCY CORP PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan NamePATRICK J KOZLOWSKI ACCOUNTANCY CORP PROFIT SHARING PLAN & TRUST
Plan identification number 001

PATRICK J KOZLOWSKI ACCOUNTANCY CORP PROFIT SHARING PLAN & TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • 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.

401k Sponsoring company profile

PATRICK J KOZLOWSKI ACCOUNTANCY has sponsored the creation of one or more 401k plans.

Company Name:PATRICK J KOZLOWSKI ACCOUNTANCY
Employer identification number (EIN):680290299
NAIC Classification:541211
NAIC Description:Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PATRICK J KOZLOWSKI ACCOUNTANCY CORP PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012017-01-01PATRICK J KOZLOWSKI
0012016-01-01PATRICK J KOZLOWSKI
0012015-01-01PATRICK J KOZLOWSKI
0012014-01-01PATRICK J KOZLOWSKI
0012013-01-01PATRICK J KOZLOWSKI
0012012-01-01PATRICK J KOZLOWSKI
0012011-01-01PATRICK J KOZLOWSKI
0012010-01-01PATRICK J KOZLOWSKI
0012009-01-01PATRICK J KOZLOWSKI

Plan Statistics for PATRICK J KOZLOWSKI ACCOUNTANCY CORP PROFIT SHARING PLAN & TRUST

401k plan membership statisitcs for PATRICK J KOZLOWSKI ACCOUNTANCY CORP PROFIT SHARING PLAN & TRUST

Measure Date Value
2017: PATRICK J KOZLOWSKI ACCOUNTANCY CORP PROFIT SHARING PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-012
Total of all active and inactive participants2017-01-010
Total participants2017-01-010
2016: PATRICK J KOZLOWSKI ACCOUNTANCY CORP PROFIT SHARING PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-012
Total number of active participants reported on line 7a of the Form 55002016-01-012
Total of all active and inactive participants2016-01-012
Total participants2016-01-012
Number of participants with account balances2016-01-012
2015: PATRICK J KOZLOWSKI ACCOUNTANCY CORP PROFIT SHARING PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-012
Total number of active participants reported on line 7a of the Form 55002015-01-012
Total of all active and inactive participants2015-01-012
Total participants2015-01-012
Number of participants with account balances2015-01-012
2014: PATRICK J KOZLOWSKI ACCOUNTANCY CORP PROFIT SHARING PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-012
Total number of active participants reported on line 7a of the Form 55002014-01-012
Total of all active and inactive participants2014-01-012
Total participants2014-01-012
Number of participants with account balances2014-01-012
2013: PATRICK J KOZLOWSKI ACCOUNTANCY CORP PROFIT SHARING PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-012
Total number of active participants reported on line 7a of the Form 55002013-01-012
Total of all active and inactive participants2013-01-012
Total participants2013-01-012
Number of participants with account balances2013-01-012
2012: PATRICK J KOZLOWSKI ACCOUNTANCY CORP PROFIT SHARING PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-012
Total number of active participants reported on line 7a of the Form 55002012-01-012
Total of all active and inactive participants2012-01-012
Total participants2012-01-012
Number of participants with account balances2012-01-012
2011: PATRICK J KOZLOWSKI ACCOUNTANCY CORP PROFIT SHARING PLAN & TRUST 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
2010: PATRICK J KOZLOWSKI ACCOUNTANCY CORP PROFIT SHARING PLAN & TRUST 2010 401k membership
Total participants, beginning-of-year2010-01-012
Total number of active participants reported on line 7a of the Form 55002010-01-012
Total of all active and inactive participants2010-01-012
Total participants2010-01-012
Number of participants with account balances2010-01-012
2009: PATRICK J KOZLOWSKI ACCOUNTANCY CORP PROFIT SHARING PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-012
Total number of active participants reported on line 7a of the Form 55002009-01-012
Total of all active and inactive participants2009-01-012
Total participants2009-01-012
Number of participants with account balances2009-01-012

Financial Data on PATRICK J KOZLOWSKI ACCOUNTANCY CORP PROFIT SHARING PLAN & TRUST

Measure Date Value
2017 : PATRICK J KOZLOWSKI ACCOUNTANCY CORP PROFIT SHARING PLAN & TRUST 2017 401k financial data
Total income from all sources2017-12-31$5,636
Expenses. Total of all expenses incurred2017-12-31$919,227
Benefits paid (including direct rollovers)2017-12-31$919,227
Total plan assets at end of year2017-12-31$0
Total plan assets at beginning of year2017-12-31$913,591
Value of fidelity bond covering the plan2017-12-31$91,923
Other income received2017-12-31$5,636
Net income (gross income less expenses)2017-12-31$-913,591
Net plan assets at end of year (total assets less liabilities)2017-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$913,591
2016 : PATRICK J KOZLOWSKI ACCOUNTANCY CORP PROFIT SHARING PLAN & TRUST 2016 401k financial data
Total income from all sources2016-12-31$41,450
Total plan assets at end of year2016-12-31$913,590
Total plan assets at beginning of year2016-12-31$872,140
Value of fidelity bond covering the plan2016-12-31$91,359
Total contributions received or receivable from participants2016-12-31$24,000
Other income received2016-12-31$2,395
Net income (gross income less expenses)2016-12-31$41,450
Net plan assets at end of year (total assets less liabilities)2016-12-31$913,590
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$872,140
Total contributions received or receivable from employer(s)2016-12-31$15,055
2015 : PATRICK J KOZLOWSKI ACCOUNTANCY CORP PROFIT SHARING PLAN & TRUST 2015 401k financial data
Total income from all sources2015-12-31$62,623
Total plan assets at end of year2015-12-31$872,140
Total plan assets at beginning of year2015-12-31$809,517
Value of fidelity bond covering the plan2015-12-31$87,214
Total contributions received or receivable from participants2015-12-31$24,000
Other income received2015-12-31$1,898
Net income (gross income less expenses)2015-12-31$62,623
Net plan assets at end of year (total assets less liabilities)2015-12-31$872,140
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$809,517
Total contributions received or receivable from employer(s)2015-12-31$36,725
2014 : PATRICK J KOZLOWSKI ACCOUNTANCY CORP PROFIT SHARING PLAN & TRUST 2014 401k financial data
Total income from all sources2014-12-31$61,288
Total plan assets at end of year2014-12-31$809,517
Total plan assets at beginning of year2014-12-31$748,229
Value of fidelity bond covering the plan2014-12-31$81,000
Total contributions received or receivable from participants2014-12-31$23,000
Other income received2014-12-31$1,116
Net income (gross income less expenses)2014-12-31$61,288
Net plan assets at end of year (total assets less liabilities)2014-12-31$809,517
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$748,229
Total contributions received or receivable from employer(s)2014-12-31$37,172
2013 : PATRICK J KOZLOWSKI ACCOUNTANCY CORP PROFIT SHARING PLAN & TRUST 2013 401k financial data
Total income from all sources2013-12-31$59,017
Total plan assets at end of year2013-12-31$748,229
Total plan assets at beginning of year2013-12-31$689,212
Value of fidelity bond covering the plan2013-12-31$75,000
Total contributions received or receivable from participants2013-12-31$23,000
Other income received2013-12-31$775
Net income (gross income less expenses)2013-12-31$59,017
Net plan assets at end of year (total assets less liabilities)2013-12-31$748,229
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$689,212
Total contributions received or receivable from employer(s)2013-12-31$35,242
2012 : PATRICK J KOZLOWSKI ACCOUNTANCY CORP PROFIT SHARING PLAN & TRUST 2012 401k financial data
Total income from all sources2012-12-31$38,626
Total plan assets at end of year2012-12-31$689,212
Total plan assets at beginning of year2012-12-31$650,586
Total contributions received or receivable from participants2012-12-31$22,500
Other income received2012-12-31$495
Net income (gross income less expenses)2012-12-31$38,626
Net plan assets at end of year (total assets less liabilities)2012-12-31$689,212
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$650,586
Total contributions received or receivable from employer(s)2012-12-31$15,631
2011 : PATRICK J KOZLOWSKI ACCOUNTANCY CORP PROFIT SHARING PLAN & TRUST 2011 401k financial data
Total income from all sources2011-12-31$56,269
Total plan assets at end of year2011-12-31$650,586
Total plan assets at beginning of year2011-12-31$594,317
Value of fidelity bond covering the plan2011-12-31$75,000
Total contributions received or receivable from participants2011-12-31$22,000
Other income received2011-12-31$79
Net income (gross income less expenses)2011-12-31$56,269
Net plan assets at end of year (total assets less liabilities)2011-12-31$650,586
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$594,317
Total contributions received or receivable from employer(s)2011-12-31$34,190
2010 : PATRICK J KOZLOWSKI ACCOUNTANCY CORP PROFIT SHARING PLAN & TRUST 2010 401k financial data
Total income from all sources2010-12-31$59,351
Total plan assets at end of year2010-12-31$594,317
Total plan assets at beginning of year2010-12-31$534,966
Value of fidelity bond covering the plan2010-12-31$75,000
Total contributions received or receivable from participants2010-12-31$22,000
Other income received2010-12-31$303
Net income (gross income less expenses)2010-12-31$59,351
Net plan assets at end of year (total assets less liabilities)2010-12-31$594,317
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$534,966
Total contributions received or receivable from employer(s)2010-12-31$37,048

Form 5500 Responses for PATRICK J KOZLOWSKI ACCOUNTANCY CORP PROFIT SHARING PLAN & TRUST

2017: PATRICK J KOZLOWSKI ACCOUNTANCY CORP PROFIT SHARING PLAN & TRUST 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01This submission is the final filingYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: PATRICK J KOZLOWSKI ACCOUNTANCY CORP PROFIT SHARING PLAN & TRUST 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: PATRICK J KOZLOWSKI ACCOUNTANCY CORP PROFIT SHARING PLAN & TRUST 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: PATRICK J KOZLOWSKI ACCOUNTANCY CORP PROFIT SHARING PLAN & TRUST 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: PATRICK J KOZLOWSKI ACCOUNTANCY CORP PROFIT SHARING PLAN & TRUST 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: PATRICK J KOZLOWSKI ACCOUNTANCY CORP PROFIT SHARING PLAN & TRUST 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: PATRICK J KOZLOWSKI ACCOUNTANCY CORP PROFIT SHARING PLAN & TRUST 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: PATRICK J KOZLOWSKI ACCOUNTANCY CORP PROFIT SHARING PLAN & TRUST 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: PATRICK J KOZLOWSKI ACCOUNTANCY CORP PROFIT SHARING PLAN & TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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