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JOSEPH H STOLLER BASIC RETIREMENT PLAN 401k Plan overview

Plan NameJOSEPH H STOLLER BASIC RETIREMENT PLAN
Plan identification number 001

JOSEPH H STOLLER BASIC RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • Plan covering Self-Employed individuals.
  • 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

JOSEPH H. STOLLER CPA BASIC PLAN has sponsored the creation of one or more 401k plans.

Company Name:JOSEPH H. STOLLER CPA BASIC PLAN
Employer identification number (EIN):760145973
NAIC Classification:541211
NAIC Description:Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOSEPH H STOLLER BASIC RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012015-01-01JOSEPH STOLLER
0012014-01-01JOSEPH STOLLER
0012013-01-01JOSEPH STOLLER
0012012-01-01JOSEPH STOLLER
0012011-01-01JOSEPH STOLLER
0012009-01-01JOSEPH STOLLER
0012009-01-01JOSEPH STOLLER

Plan Statistics for JOSEPH H STOLLER BASIC RETIREMENT PLAN

401k plan membership statisitcs for JOSEPH H STOLLER BASIC RETIREMENT PLAN

Measure Date Value
2015: JOSEPH H STOLLER BASIC RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011
Total number of active participants reported on line 7a of the Form 55002015-01-011
Total of all active and inactive participants2015-01-011
Total participants2015-01-011
2014: JOSEPH H STOLLER BASIC RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-012
Total of all active and inactive participants2014-01-010
Total participants2014-01-010
2013: JOSEPH H STOLLER BASIC RETIREMENT PLAN 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
2012: JOSEPH H STOLLER BASIC RETIREMENT PLAN 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
2011: JOSEPH H STOLLER BASIC RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-012
Total of all active and inactive participants2011-01-010
Total participants2011-01-010
2009: JOSEPH H STOLLER BASIC RETIREMENT PLAN 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

Financial Data on JOSEPH H STOLLER BASIC RETIREMENT PLAN

Measure Date Value
2015 : JOSEPH H STOLLER BASIC RETIREMENT PLAN 2015 401k financial data
Transfers to/from the plan2015-12-31$-671,123
Total income from all sources2015-12-31$104,463
Expenses. Total of all expenses incurred2015-12-31$138,825
Total plan assets at end of year2015-12-31$0
Total plan assets at beginning of year2015-12-31$705,485
Expenses. Other expenses not covered elsewhere2015-12-31$138,825
Other income received2015-12-31$52,463
Net income (gross income less expenses)2015-12-31$-34,362
Net plan assets at end of year (total assets less liabilities)2015-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$705,485
Total contributions received or receivable from employer(s)2015-12-31$52,000
2014 : JOSEPH H STOLLER BASIC RETIREMENT PLAN 2014 401k financial data
Total income from all sources2014-12-31$104,767
Total plan assets at end of year2014-12-31$705,485
Total plan assets at beginning of year2014-12-31$600,718
Total contributions received or receivable from participants2014-12-31$8,191
Other income received2014-12-31$45,576
Net income (gross income less expenses)2014-12-31$104,767
Net plan assets at end of year (total assets less liabilities)2014-12-31$705,485
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$600,718
Total contributions received or receivable from employer(s)2014-12-31$51,000
2013 : JOSEPH H STOLLER BASIC RETIREMENT PLAN 2013 401k financial data
Total income from all sources2013-12-31$123,144
Total plan assets at end of year2013-12-31$600,718
Total plan assets at beginning of year2013-12-31$477,574
Total contributions received or receivable from participants2013-12-31$15,950
Other income received2013-12-31$58,040
Net income (gross income less expenses)2013-12-31$123,144
Net plan assets at end of year (total assets less liabilities)2013-12-31$600,718
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$477,574
Total contributions received or receivable from employer(s)2013-12-31$49,154
2012 : JOSEPH H STOLLER BASIC RETIREMENT PLAN 2012 401k financial data
Total income from all sources2012-12-31$102,120
Total plan assets at end of year2012-12-31$477,574
Total plan assets at beginning of year2012-12-31$375,454
Total contributions received or receivable from participants2012-12-31$15,871
Other income received2012-12-31$37,249
Net income (gross income less expenses)2012-12-31$102,120
Net plan assets at end of year (total assets less liabilities)2012-12-31$477,574
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$375,454
Total contributions received or receivable from employer(s)2012-12-31$49,000
2011 : JOSEPH H STOLLER BASIC RETIREMENT PLAN 2011 401k financial data
Total income from all sources2011-12-31$58,807
Total plan assets at end of year2011-12-31$375,454
Total plan assets at beginning of year2011-12-31$316,647
Other income received2011-12-31$2,340
Net income (gross income less expenses)2011-12-31$58,807
Net plan assets at end of year (total assets less liabilities)2011-12-31$375,454
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$316,647
Total contributions received or receivable from employer(s)2011-12-31$56,467
2010 : JOSEPH H STOLLER BASIC RETIREMENT PLAN 2010 401k financial data
Total income from all sources2010-12-31$83,253
Total plan assets at end of year2010-12-31$316,647
Total plan assets at beginning of year2010-12-31$233,394
Other income received2010-12-31$17,253
Net income (gross income less expenses)2010-12-31$83,253
Net plan assets at end of year (total assets less liabilities)2010-12-31$316,647
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$233,394
Total contributions received or receivable from employer(s)2010-12-31$66,000

Form 5500 Responses for JOSEPH H STOLLER BASIC RETIREMENT PLAN

2015: JOSEPH H STOLLER BASIC RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01This submission is the final filingYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: JOSEPH H STOLLER BASIC RETIREMENT PLAN 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: JOSEPH H STOLLER BASIC RETIREMENT PLAN 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: JOSEPH H STOLLER BASIC RETIREMENT PLAN 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: JOSEPH H STOLLER BASIC RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: JOSEPH H STOLLER BASIC RETIREMENT PLAN 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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