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| Plan Name | PATRICK W. BUCKLEY, CPA (APC) 401(K) PROFIT SHARING PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
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| Company Name: | PATRICK W. BUCKLEY, CPA (APC) |
| Employer identification number (EIN): | 721249478 |
| 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 |
|---|---|---|---|---|---|
| 001 | 2023-01-01 | PATRICK BUCKLEY | 2024-07-11 | ||
| 001 | 2022-01-01 | PATRICK BUCKLEY | 2023-06-12 | ||
| 001 | 2021-01-01 | PAT BUCKLEY | 2022-07-01 | PAT BUCKLEY | 2022-07-01 |
| 001 | 2020-01-01 | PATRICK BUCKLEY | 2021-06-18 | PATRICK BUCKLEY | 2021-06-18 |
| 001 | 2019-01-01 | PATRICK BUCKLEY | 2020-10-06 | PATRICK BUCKLEY | 2020-10-06 |
| 001 | 2018-01-01 | PATRICK W BUCKLEY | 2019-06-24 | PATRICK W BUCKLEY | 2019-06-24 |
| 001 | 2017-01-01 | PATRICK BUCKLEY | 2018-06-20 | PATRICK BUCKLEY | 2018-06-20 |
| 001 | 2016-01-01 | PATRICK BUCKLEY | 2017-05-15 | PATRICK BUCKLEY | 2017-05-15 |
| 001 | 2015-01-01 | PATRICK W BUCKLEY | 2016-06-03 | PATRICK W BUCKLEY | 2016-06-03 |
| 001 | 2014-01-01 | PATRICK BUCKLEY | 2015-07-21 | PATRICK BUCKLEY | 2015-07-21 |
| 001 | 2013-01-01 | PATRICK BUCKLEY | 2014-07-30 | PATRICK BUCKLEY | 2014-07-30 |
| 001 | 2012-01-01 | PATRICK BUCKLEY | 2013-05-14 | PATRICK BUCKLEY | 2013-05-14 |
| 001 | 2011-01-01 | PATRICK BUCKLEY | 2012-05-15 | PATRICK BUCKLEY | 2012-05-15 |
| 001 | 2010-01-01 | PATRICK BUCKLEY | 2011-07-27 | PATRICK BUCKLEY | 2011-07-27 |
| 001 | 2009-01-01 | PATRICK BUCKLEY | PATRICK BUCKLEY | 2010-07-21 |
| Measure | Date | Value |
|---|---|---|
| 2009: PATRICK W. BUCKLEY, CPA (APC) 401(K) PROFIT SHARING PLAN 2009 401k membership | ||
| Total participants, beginning-of-year | 2009-01-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 4 |
| 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 | 0 |
| Total of all active and inactive participants | 2009-01-01 | 4 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
| Total participants | 2009-01-01 | 4 |
| Number of participants with account balances | 2009-01-01 | 4 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
| 2009: PATRICK W. BUCKLEY, CPA (APC) 401(K) PROFIT SHARING PLAN 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 |
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