Plan Name | BRUNO & TERVALON CPAS 401(K) PROFIT SHARING PLAN AND TRUST |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
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Company Name: | BRUNO & TERVALON, L.L.P. CPAS |
Employer identification number (EIN): | 720877929 |
NAIC Classification: | 541211 |
NAIC Description: | Offices of Certified Public Accountants |
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
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001 | 2023-01-01 | JONALD J. WALKER, III | 2024-08-12 | JONALD JOSEPH WALKER III | 2024-08-12 |
001 | 2022-01-01 | JONALD J. WALKER, III | 2023-10-10 | ||
001 | 2021-01-01 | WALDO J. MORET, JR. | 2022-09-21 | ||
001 | 2020-01-01 | ALCIDE J. TERVALON, JR. | 2021-10-05 | ||
001 | 2019-01-01 | JACQUELYN GEORGE | 2020-09-23 | JACQUELYN GEORGE | 2020-09-23 |
001 | 2018-01-01 | JACQUELYN GEORGE | 2019-09-17 | ||
001 | 2017-01-01 | JACQUELYN GEORGE | 2018-07-30 | ||
001 | 2016-01-01 | JACQUELYN GEORGE | 2017-07-28 | ||
001 | 2015-01-01 | JACQUELYN GEORGE | |||
001 | 2014-01-01 | ALCIDE J TERVALON, JR | 2015-10-14 | ALCIDE J TERVALON, JR | 2015-10-14 |
001 | 2013-01-01 | JACQUELYN GEORGE | 2014-07-24 | ||
001 | 2012-01-01 | BRUNO TERVALON LLP CPAS | 2013-06-28 | ||
001 | 2011-01-01 | BRUNO TERVALON LLP CPAS | 2012-07-24 | ||
001 | 2010-01-01 | BRUNO TERVALON LLP CPAS | 2011-08-01 | ||
001 | 2009-01-01 | BRUNO AND TERVALON LLP CPAS |
Measure | Date | Value |
---|---|---|
2015: BRUNO & TERVALON CPAS 401(K) PROFIT SHARING PLAN AND TRUST 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 21 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 18 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
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 | 19 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 19 |
Number of participants with account balances | 2015-01-01 | 13 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2009: BRUNO & TERVALON CPAS 401(K) PROFIT SHARING PLAN AND TRUST 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 27 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 23 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 7 |
Total of all active and inactive participants | 2009-01-01 | 30 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 30 |
Number of participants with account balances | 2009-01-01 | 28 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2015 : BRUNO & TERVALON CPAS 401(K) PROFIT SHARING PLAN AND TRUST 2015 401k financial data | ||
Total income from all sources | 2015-12-31 | $72,360 |
Expenses. Total of all expenses incurred | 2015-12-31 | $73,230 |
Benefits paid (including direct rollovers) | 2015-12-31 | $72,860 |
Total plan assets at end of year | 2015-12-31 | $2,705,354 |
Total plan assets at beginning of year | 2015-12-31 | $2,706,224 |
Total contributions received or receivable from participants | 2015-12-31 | $69,594 |
Other income received | 2015-12-31 | $-31,041 |
Net income (gross income less expenses) | 2015-12-31 | $-870 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $2,705,354 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $2,706,224 |
Assets. Value of participant loans | 2015-12-31 | $58,823 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $33,807 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $370 |
2009 : BRUNO & TERVALON CPAS 401(K) PROFIT SHARING PLAN AND TRUST 2009 401k financial data | ||
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2009-12-31 | $0 |
Minimum employer required contribution for this plan year | 2009-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2009-12-31 | $0 |
2015: BRUNO & TERVALON CPAS 401(K) PROFIT SHARING PLAN AND TRUST 2015 form 5500 responses | ||
---|---|---|
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Insurance | Yes |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement – Insurance | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2009: BRUNO & TERVALON CPAS 401(K) PROFIT SHARING PLAN AND TRUST 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Policy contract number | 114225 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Policy instance | 1 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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