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THOMAS E. THEVENIN, CPA, P.C. PROFIT SHARING PLAN 401k Plan overview

Plan NameTHOMAS E. THEVENIN, CPA, P.C. PROFIT SHARING PLAN
Plan identification number 001

THOMAS E. THEVENIN, CPA, P.C. PROFIT SHARING PLAN 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
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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

THOMAS E. THEVENIN, CPA, P.C. has sponsored the creation of one or more 401k plans.

Company Name:THOMAS E. THEVENIN, CPA, P.C.
Employer identification number (EIN):753176139
NAIC Classification:541990
NAIC Description:All Other Professional, Scientific, and Technical Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THOMAS E. THEVENIN, CPA, P.C. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01DEBRA SHORES2024-08-28
0012022-01-01DEBRA SHORES2024-07-31
0012021-01-01DEBRA SHORES2023-06-06
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01THOMAS E. THEVENIN2013-12-11
0012011-01-01THOMAS E. THEVENIN2013-03-19
0012010-01-01THOMAS E. THEVENIN2013-03-19
0012009-01-01THOMAS E. THEVENIN2013-03-19
0012008-01-01THOMAS E. THEVENIN
0012007-01-01THOMAS E. THEVENIN
0012006-01-01THOMAS E. THEVENIN
0012005-01-01THOMAS E. THEVENIN

Plan Statistics for THOMAS E. THEVENIN, CPA, P.C. PROFIT SHARING PLAN

401k plan membership statisitcs for THOMAS E. THEVENIN, CPA, P.C. PROFIT SHARING PLAN

Measure Date Value
2008: THOMAS E. THEVENIN, CPA, P.C. PROFIT SHARING PLAN 2008 401k membership
Total participants, beginning-of-year2008-01-010
Total number of active participants reported on line 7a of the Form 55002008-01-012
Number of retired or separated participants receiving benefits2008-01-010
Number of other retired or separated participants entitled to future benefits2008-01-010
Total of all active and inactive participants2008-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2008-01-010
Total participants2008-01-012
Number of participants with account balances2008-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2008-01-010
2007: THOMAS E. THEVENIN, CPA, P.C. PROFIT SHARING PLAN 2007 401k membership
Total participants, beginning-of-year2007-01-010
Total number of active participants reported on line 7a of the Form 55002007-01-012
Number of retired or separated participants receiving benefits2007-01-010
Number of other retired or separated participants entitled to future benefits2007-01-010
Total of all active and inactive participants2007-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2007-01-010
Total participants2007-01-012
Number of participants with account balances2007-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2007-01-010
2006: THOMAS E. THEVENIN, CPA, P.C. PROFIT SHARING PLAN 2006 401k membership
Total participants, beginning-of-year2006-01-010
Total number of active participants reported on line 7a of the Form 55002006-01-012
Number of retired or separated participants receiving benefits2006-01-010
Number of other retired or separated participants entitled to future benefits2006-01-010
Total of all active and inactive participants2006-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2006-01-010
Total participants2006-01-012
Number of participants with account balances2006-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2006-01-010
2005: THOMAS E. THEVENIN, CPA, P.C. PROFIT SHARING PLAN 2005 401k membership
Total participants, beginning-of-year2005-01-010
Total number of active participants reported on line 7a of the Form 55002005-01-012
Number of retired or separated participants receiving benefits2005-01-010
Number of other retired or separated participants entitled to future benefits2005-01-010
Total of all active and inactive participants2005-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2005-01-010
Total participants2005-01-012
Number of participants with account balances2005-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2005-01-010

Financial Data on THOMAS E. THEVENIN, CPA, P.C. PROFIT SHARING PLAN

Measure Date Value
2007 : THOMAS E. THEVENIN, CPA, P.C. PROFIT SHARING PLAN 2007 401k financial data
Transfers to/from the plan2007-12-31$0
Total plan liabilities at end of year2007-12-31$0
Total plan liabilities at beginning of year2007-12-31$0
Total income from all sources2007-12-31$61,042
Expenses. Total of all expenses incurred2007-12-31$0
Benefits paid (including direct rollovers)2007-12-31$0
Total plan assets at end of year2007-12-31$214,787
Total plan assets at beginning of year2007-12-31$153,745
Value of fidelity bond covering the plan2007-12-31$0
Assets. Value of tangible personal property2007-12-31$0
Total contributions received or receivable from participants2007-12-31$25,500
Assets. Value of loans (other than to participants)2007-12-31$0
Expenses. Other expenses not covered elsewhere2007-12-31$0
Contributions received from other sources (not participants or employers)2007-12-31$0
Other income received2007-12-31$-3,243
Noncash contributions received2007-12-31$0
Net income (gross income less expenses)2007-12-31$61,042
Net plan assets at end of year (total assets less liabilities)2007-12-31$214,787
Net plan assets at beginning of year (total assets less liabilities)2007-12-31$153,745
Assets. Value of participant loans2007-12-31$0
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year2007-12-31$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year2007-12-31$0
Assets. Value of assets in partnership/joint-venture interests2007-12-31$0
Assets. Value of real-estate (other than employer real property)2007-12-31$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022007-12-31$0
Assets. Value of employer securities2007-12-31$0
Assets. Value of employer real property2007-12-31$0
Total contributions received or receivable from employer(s)2007-12-31$38,785
Value of certain deemed distributions of participant loans2007-12-31$0
Value of corrective distributions2007-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2007-12-31$0
2005 : THOMAS E. THEVENIN, CPA, P.C. PROFIT SHARING PLAN 2005 401k financial data
Transfers to/from the plan2005-12-31$0
Total plan liabilities at end of year2005-12-31$0
Total plan liabilities at beginning of year2005-12-31$0
Total income from all sources2005-12-31$58,023
Expenses. Total of all expenses incurred2005-12-31$0
Benefits paid (including direct rollovers)2005-12-31$0
Total plan assets at end of year2005-12-31$89,223
Total plan assets at beginning of year2005-12-31$31,200
Value of fidelity bond covering the plan2005-12-31$0
Assets. Value of tangible personal property2005-12-31$0
Total contributions received or receivable from participants2005-12-31$25,000
Assets. Value of loans (other than to participants)2005-12-31$0
Expenses. Other expenses not covered elsewhere2005-12-31$0
Contributions received from other sources (not participants or employers)2005-12-31$0
Other income received2005-12-31$805
Noncash contributions received2005-12-31$0
Net income (gross income less expenses)2005-12-31$58,023
Net plan assets at end of year (total assets less liabilities)2005-12-31$89,223
Net plan assets at beginning of year (total assets less liabilities)2005-12-31$31,200
Assets. Value of participant loans2005-12-31$0
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year2005-12-31$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year2005-12-31$0
Assets. Value of assets in partnership/joint-venture interests2005-12-31$0
Assets. Value of real-estate (other than employer real property)2005-12-31$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022005-12-31$0
Assets. Value of employer securities2005-12-31$0
Assets. Value of employer real property2005-12-31$0
Total contributions received or receivable from employer(s)2005-12-31$32,218
Value of certain deemed distributions of participant loans2005-12-31$0
Value of corrective distributions2005-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2005-12-31$0

Form 5500 Responses for THOMAS E. THEVENIN, CPA, P.C. PROFIT SHARING PLAN

2008: THOMAS E. THEVENIN, CPA, P.C. PROFIT SHARING PLAN 2008 form 5500 responses
2008-01-01Type of plan entitySingle employer plan
2008-01-01Submission has been amendedNo
2008-01-01This submission is the final filingNo
2008-01-01This return/report is a short plan year return/report (less than 12 months)No
2008-01-01Plan is a collectively bargained planNo
2008-01-01Plan funding arrangement – TrustYes
2008-01-01Plan benefit arrangement - TrustYes
2007: THOMAS E. THEVENIN, CPA, P.C. PROFIT SHARING PLAN 2007 form 5500 responses
2007-01-01Type of plan entitySingle employer plan
2007-01-01Submission has been amendedNo
2007-01-01This submission is the final filingNo
2007-01-01This return/report is a short plan year return/report (less than 12 months)No
2007-01-01Plan is a collectively bargained planNo
2007-01-01Plan funding arrangement – TrustYes
2007-01-01Plan benefit arrangement - TrustYes
2006: THOMAS E. THEVENIN, CPA, P.C. PROFIT SHARING PLAN 2006 form 5500 responses
2006-01-01Type of plan entitySingle employer plan
2006-01-01Submission has been amendedNo
2006-01-01This submission is the final filingNo
2006-01-01This return/report is a short plan year return/report (less than 12 months)No
2006-01-01Plan is a collectively bargained planNo
2006-01-01Plan funding arrangement – TrustYes
2006-01-01Plan benefit arrangement - TrustYes
2005: THOMAS E. THEVENIN, CPA, P.C. PROFIT SHARING PLAN 2005 form 5500 responses
2005-01-01Type of plan entitySingle employer plan
2005-01-01First time form 5500 has been submittedYes
2005-01-01Submission has been amendedNo
2005-01-01This submission is the final filingNo
2005-01-01This return/report is a short plan year return/report (less than 12 months)No
2005-01-01Plan is a collectively bargained planNo
2005-01-01Plan funding arrangement – TrustYes
2005-01-01Plan benefit arrangement - TrustYes

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