RONALD D CALKINS CPA PC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan RONALD D CALKINS CPA PC 401K PROFIT SHARING PLAN
401k plan membership statisitcs for RONALD D CALKINS CPA PC 401K PROFIT SHARING PLAN
Measure | Date | Value |
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2023: RONALD D CALKINS CPA PC 401K PROFIT SHARING PLAN 2023 401k membership |
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Total participants, beginning-of-year | 2023-01-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2023-01-01 | 2 |
Total of all active and inactive participants | 2023-01-01 | 2 |
Total participants | 2023-01-01 | 2 |
Number of participants with account balances | 2023-01-01 | 2 |
2022: RONALD D CALKINS CPA PC 401K PROFIT SHARING PLAN 2022 401k membership |
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Total participants, beginning-of-year | 2022-01-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 2 |
Total of all active and inactive participants | 2022-01-01 | 2 |
Total participants | 2022-01-01 | 2 |
Number of participants with account balances | 2022-01-01 | 2 |
2021: RONALD D CALKINS CPA PC 401K PROFIT SHARING PLAN 2021 401k membership |
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Total participants, beginning-of-year | 2021-01-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 2 |
Total of all active and inactive participants | 2021-01-01 | 2 |
Total participants | 2021-01-01 | 2 |
Number of participants with account balances | 2021-01-01 | 2 |
2020: RONALD D CALKINS CPA PC 401K PROFIT SHARING PLAN 2020 401k membership |
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Total participants, beginning-of-year | 2020-01-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 2 |
Total of all active and inactive participants | 2020-01-01 | 2 |
Total participants | 2020-01-01 | 2 |
Number of participants with account balances | 2020-01-01 | 2 |
2019: RONALD D CALKINS CPA PC 401K PROFIT SHARING PLAN 2019 401k membership |
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Total participants, beginning-of-year | 2019-01-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 2 |
Total of all active and inactive participants | 2019-01-01 | 2 |
Total participants | 2019-01-01 | 2 |
Number of participants with account balances | 2019-01-01 | 2 |
2018: RONALD D CALKINS CPA PC 401K PROFIT SHARING PLAN 2018 401k membership |
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Total participants, beginning-of-year | 2018-01-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 2 |
Total of all active and inactive participants | 2018-01-01 | 2 |
Total participants | 2018-01-01 | 2 |
Number of participants with account balances | 2018-01-01 | 2 |
2017: RONALD D CALKINS CPA PC 401K PROFIT SHARING PLAN 2017 401k membership |
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Total participants, beginning-of-year | 2017-01-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 2 |
Total of all active and inactive participants | 2017-01-01 | 2 |
Total participants | 2017-01-01 | 2 |
Number of participants with account balances | 2017-01-01 | 2 |
2016: RONALD D CALKINS CPA PC 401K PROFIT SHARING PLAN 2016 401k membership |
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Total participants, beginning-of-year | 2016-01-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 2 |
Total of all active and inactive participants | 2016-01-01 | 2 |
Total participants | 2016-01-01 | 2 |
Number of participants with account balances | 2016-01-01 | 2 |
2015: RONALD D CALKINS CPA PC 401K PROFIT SHARING PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 2 |
Total of all active and inactive participants | 2015-01-01 | 2 |
Total participants | 2015-01-01 | 2 |
Number of participants with account balances | 2015-01-01 | 2 |
2014: RONALD D CALKINS CPA PC 401K PROFIT SHARING PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 2 |
Total of all active and inactive participants | 2014-01-01 | 2 |
Total participants | 2014-01-01 | 2 |
Number of participants with account balances | 2014-01-01 | 2 |
2013: RONALD D CALKINS CPA PC 401K PROFIT SHARING PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 2 |
Total of all active and inactive participants | 2013-01-01 | 2 |
Total participants | 2013-01-01 | 2 |
Number of participants with account balances | 2013-01-01 | 2 |
2012: RONALD D CALKINS CPA PC 401K PROFIT SHARING PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 2 |
Total of all active and inactive participants | 2012-01-01 | 2 |
Total participants | 2012-01-01 | 2 |
Number of participants with account balances | 2012-01-01 | 2 |
2011: RONALD D CALKINS CPA PC 401K PROFIT SHARING PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 2 |
Total of all active and inactive participants | 2011-01-01 | 2 |
Total participants | 2011-01-01 | 2 |
Number of participants with account balances | 2011-01-01 | 2 |
2009: RONALD D CALKINS CPA PC 401K PROFIT SHARING PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 2 |
Total of all active and inactive participants | 2009-01-01 | 2 |
Total participants | 2009-01-01 | 2 |
Number of participants with account balances | 2009-01-01 | 2 |
Measure | Date | Value |
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2023 : RONALD D CALKINS CPA PC 401K PROFIT SHARING PLAN 2023 401k financial data |
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Total income from all sources | 2023-12-31 | $173,429 |
Expenses. Total of all expenses incurred | 2023-12-31 | $7,500 |
Benefits paid (including direct rollovers) | 2023-12-31 | $7,500 |
Total plan assets at end of year | 2023-12-31 | $662,144 |
Total plan assets at beginning of year | 2023-12-31 | $496,215 |
Value of fidelity bond covering the plan | 2023-12-31 | $700,000 |
Other income received | 2023-12-31 | $162,929 |
Net income (gross income less expenses) | 2023-12-31 | $165,929 |
Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $662,144 |
Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $496,215 |
Total contributions received or receivable from employer(s) | 2023-12-31 | $10,500 |
2022 : RONALD D CALKINS CPA PC 401K PROFIT SHARING PLAN 2022 401k financial data |
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Total income from all sources | 2022-12-31 | $-11,195 |
Expenses. Total of all expenses incurred | 2022-12-31 | $40,000 |
Benefits paid (including direct rollovers) | 2022-12-31 | $40,000 |
Total plan assets at end of year | 2022-12-31 | $496,215 |
Total plan assets at beginning of year | 2022-12-31 | $547,410 |
Value of fidelity bond covering the plan | 2022-12-31 | $560,000 |
Other income received | 2022-12-31 | $-27,195 |
Net income (gross income less expenses) | 2022-12-31 | $-51,195 |
Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $496,215 |
Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $547,410 |
Total contributions received or receivable from employer(s) | 2022-12-31 | $16,000 |
2021 : RONALD D CALKINS CPA PC 401K PROFIT SHARING PLAN 2021 401k financial data |
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Total income from all sources | 2021-12-31 | $92,998 |
Expenses. Total of all expenses incurred | 2021-12-31 | $7,250 |
Benefits paid (including direct rollovers) | 2021-12-31 | $7,250 |
Total plan assets at end of year | 2021-12-31 | $547,410 |
Total plan assets at beginning of year | 2021-12-31 | $461,662 |
Value of fidelity bond covering the plan | 2021-12-31 | $550,000 |
Other income received | 2021-12-31 | $87,198 |
Net income (gross income less expenses) | 2021-12-31 | $85,748 |
Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $547,410 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $461,662 |
Total contributions received or receivable from employer(s) | 2021-12-31 | $5,800 |
2020 : RONALD D CALKINS CPA PC 401K PROFIT SHARING PLAN 2020 401k financial data |
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Total income from all sources | 2020-12-31 | $-19,383 |
Total plan assets at end of year | 2020-12-31 | $461,662 |
Total plan assets at beginning of year | 2020-12-31 | $481,045 |
Value of fidelity bond covering the plan | 2020-12-31 | $500,000 |
Other income received | 2020-12-31 | $-21,183 |
Net income (gross income less expenses) | 2020-12-31 | $-19,383 |
Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $461,662 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $481,045 |
Total contributions received or receivable from employer(s) | 2020-12-31 | $1,800 |
2019 : RONALD D CALKINS CPA PC 401K PROFIT SHARING PLAN 2019 401k financial data |
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Total income from all sources | 2019-12-31 | $85,650 |
Expenses. Total of all expenses incurred | 2019-12-31 | $6,000 |
Benefits paid (including direct rollovers) | 2019-12-31 | $6,000 |
Total plan assets at end of year | 2019-12-31 | $481,045 |
Total plan assets at beginning of year | 2019-12-31 | $401,395 |
Value of fidelity bond covering the plan | 2019-12-31 | $500,000 |
Other income received | 2019-12-31 | $76,650 |
Net income (gross income less expenses) | 2019-12-31 | $79,650 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $481,045 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $401,395 |
Total contributions received or receivable from employer(s) | 2019-12-31 | $9,000 |
2018 : RONALD D CALKINS CPA PC 401K PROFIT SHARING PLAN 2018 401k financial data |
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Total income from all sources | 2018-12-31 | $-57,380 |
Expenses. Total of all expenses incurred | 2018-12-31 | $7,000 |
Benefits paid (including direct rollovers) | 2018-12-31 | $7,000 |
Total plan assets at end of year | 2018-12-31 | $401,395 |
Total plan assets at beginning of year | 2018-12-31 | $465,775 |
Value of fidelity bond covering the plan | 2018-12-31 | $500,000 |
Other income received | 2018-12-31 | $-67,380 |
Net income (gross income less expenses) | 2018-12-31 | $-64,380 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $401,395 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $465,775 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $10,000 |
2017 : RONALD D CALKINS CPA PC 401K PROFIT SHARING PLAN 2017 401k financial data |
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Total income from all sources | 2017-12-31 | $36,253 |
Expenses. Total of all expenses incurred | 2017-12-31 | $20,000 |
Benefits paid (including direct rollovers) | 2017-12-31 | $20,000 |
Total plan assets at end of year | 2017-12-31 | $465,775 |
Total plan assets at beginning of year | 2017-12-31 | $449,522 |
Other income received | 2017-12-31 | $33,103 |
Net income (gross income less expenses) | 2017-12-31 | $16,253 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $465,775 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $449,522 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $3,150 |
2016 : RONALD D CALKINS CPA PC 401K PROFIT SHARING PLAN 2016 401k financial data |
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Total income from all sources | 2016-12-31 | $38,840 |
Expenses. Total of all expenses incurred | 2016-12-31 | $25,000 |
Benefits paid (including direct rollovers) | 2016-12-31 | $25,000 |
Total plan assets at end of year | 2016-12-31 | $449,522 |
Total plan assets at beginning of year | 2016-12-31 | $435,682 |
Value of fidelity bond covering the plan | 2016-12-31 | $50,000 |
Total contributions received or receivable from participants | 2016-12-31 | $4,000 |
Other income received | 2016-12-31 | $30,340 |
Net income (gross income less expenses) | 2016-12-31 | $13,840 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $449,522 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $435,682 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $4,500 |
2015 : RONALD D CALKINS CPA PC 401K PROFIT SHARING PLAN 2015 401k financial data |
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Total plan liabilities at beginning of year | 2015-12-31 | $10,000 |
Total income from all sources | 2015-12-31 | $76,199 |
Expenses. Total of all expenses incurred | 2015-12-31 | $25,000 |
Benefits paid (including direct rollovers) | 2015-12-31 | $25,000 |
Total plan assets at end of year | 2015-12-31 | $435,682 |
Total plan assets at beginning of year | 2015-12-31 | $394,483 |
Value of fidelity bond covering the plan | 2015-12-31 | $45,000 |
Other income received | 2015-12-31 | $48,199 |
Net income (gross income less expenses) | 2015-12-31 | $51,199 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $435,682 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $384,483 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $28,000 |
2014 : RONALD D CALKINS CPA PC 401K PROFIT SHARING PLAN 2014 401k financial data |
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Total plan liabilities at end of year | 2014-12-31 | $10,000 |
Total income from all sources | 2014-12-31 | $10,175 |
Expenses. Total of all expenses incurred | 2014-12-31 | $20,150 |
Benefits paid (including direct rollovers) | 2014-12-31 | $20,000 |
Total plan assets at end of year | 2014-12-31 | $394,483 |
Total plan assets at beginning of year | 2014-12-31 | $394,458 |
Value of fidelity bond covering the plan | 2014-12-31 | $50,000 |
Expenses. Other expenses not covered elsewhere | 2014-12-31 | $150 |
Other income received | 2014-12-31 | $662 |
Net income (gross income less expenses) | 2014-12-31 | $-9,975 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $384,483 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $394,458 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $9,513 |
2013 : RONALD D CALKINS CPA PC 401K PROFIT SHARING PLAN 2013 401k financial data |
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Total income from all sources | 2013-12-31 | $20,385 |
Expenses. Total of all expenses incurred | 2013-12-31 | $25,000 |
Benefits paid (including direct rollovers) | 2013-12-31 | $25,000 |
Total plan assets at end of year | 2013-12-31 | $394,458 |
Total plan assets at beginning of year | 2013-12-31 | $399,073 |
Value of fidelity bond covering the plan | 2013-12-31 | $50,000 |
Total contributions received or receivable from participants | 2013-12-31 | $4,500 |
Other income received | 2013-12-31 | $11,226 |
Net income (gross income less expenses) | 2013-12-31 | $-4,615 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $394,458 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $399,073 |
Assets. Value of participant loans | 2013-12-31 | $87,466 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $4,659 |
2012 : RONALD D CALKINS CPA PC 401K PROFIT SHARING PLAN 2012 401k financial data |
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Total income from all sources | 2012-12-31 | $30,837 |
Expenses. Total of all expenses incurred | 2012-12-31 | $75,000 |
Benefits paid (including direct rollovers) | 2012-12-31 | $75,000 |
Total plan assets at end of year | 2012-12-31 | $399,073 |
Total plan assets at beginning of year | 2012-12-31 | $443,236 |
Value of fidelity bond covering the plan | 2012-12-31 | $50,000 |
Total contributions received or receivable from participants | 2012-12-31 | $5,000 |
Other income received | 2012-12-31 | $25,837 |
Net income (gross income less expenses) | 2012-12-31 | $-44,163 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $399,073 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $443,236 |
Assets. Value of participant loans | 2012-12-31 | $92,554 |
2011 : RONALD D CALKINS CPA PC 401K PROFIT SHARING PLAN 2011 401k financial data |
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Total income from all sources | 2011-12-31 | $20,223 |
Expenses. Total of all expenses incurred | 2011-12-31 | $3,510 |
Benefits paid (including direct rollovers) | 2011-12-31 | $3,500 |
Total plan assets at end of year | 2011-12-31 | $443,236 |
Total plan assets at beginning of year | 2011-12-31 | $426,523 |
Value of fidelity bond covering the plan | 2011-12-31 | $50,000 |
Other income received | 2011-12-31 | $20,223 |
Net income (gross income less expenses) | 2011-12-31 | $16,713 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $443,236 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $426,523 |
Assets. Value of participant loans | 2011-12-31 | $68,533 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $10 |
2010 : RONALD D CALKINS CPA PC 401K PROFIT SHARING PLAN 2010 401k financial data |
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Total income from all sources | 2010-12-31 | $34,850 |
Expenses. Total of all expenses incurred | 2010-12-31 | $81,200 |
Benefits paid (including direct rollovers) | 2010-12-31 | $81,000 |
Total plan assets at end of year | 2010-12-31 | $426,523 |
Total plan assets at beginning of year | 2010-12-31 | $472,873 |
Value of fidelity bond covering the plan | 2010-12-31 | $50,000 |
Expenses. Other expenses not covered elsewhere | 2010-12-31 | $200 |
Other income received | 2010-12-31 | $34,850 |
Net income (gross income less expenses) | 2010-12-31 | $-46,350 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $426,523 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $472,873 |
Assets. Value of participant loans | 2010-12-31 | $72,158 |