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RONALD D CALKINS CPA PC 401K PROFIT SHARING PLAN 401k Plan overview

Plan NameRONALD D CALKINS CPA PC 401K PROFIT SHARING PLAN
Plan identification number 001

RONALD D CALKINS CPA PC 401K PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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

RONALD D CALKINS CPA PC has sponsored the creation of one or more 401k plans.

Company Name:RONALD D CALKINS CPA PC
Employer identification number (EIN):930770712
NAIC Classification:541211
NAIC Description:Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RONALD D CALKINS CPA PC 401K PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01RONALD D CALKINS
0012017-01-01RONALD D CALKINS
0012016-01-01RONALD D CALKINS
0012015-01-01RONALD D CALKINS
0012014-01-01RONALD D CALKINS
0012013-01-01RONALD D CALKINS
0012012-01-01RONALD D CALKINS
0012011-01-01RONALD D CALKINS
0012009-01-01RONALD D CAKINS
0012009-01-01 RONALD D CALKINS2010-04-28

Plan Statistics for 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
2023: RONALD D CALKINS CPA PC 401K PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-012
Total number of active participants reported on line 7a of the Form 55002023-01-012
Total of all active and inactive participants2023-01-012
Total participants2023-01-012
Number of participants with account balances2023-01-012
2022: RONALD D CALKINS CPA PC 401K PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-012
Total number of active participants reported on line 7a of the Form 55002022-01-012
Total of all active and inactive participants2022-01-012
Total participants2022-01-012
Number of participants with account balances2022-01-012
2021: RONALD D CALKINS CPA PC 401K PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-012
Total number of active participants reported on line 7a of the Form 55002021-01-012
Total of all active and inactive participants2021-01-012
Total participants2021-01-012
Number of participants with account balances2021-01-012
2020: RONALD D CALKINS CPA PC 401K PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-012
Total number of active participants reported on line 7a of the Form 55002020-01-012
Total of all active and inactive participants2020-01-012
Total participants2020-01-012
Number of participants with account balances2020-01-012
2019: RONALD D CALKINS CPA PC 401K PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-012
Total number of active participants reported on line 7a of the Form 55002019-01-012
Total of all active and inactive participants2019-01-012
Total participants2019-01-012
Number of participants with account balances2019-01-012
2018: RONALD D CALKINS CPA PC 401K PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-012
Total number of active participants reported on line 7a of the Form 55002018-01-012
Total of all active and inactive participants2018-01-012
Total participants2018-01-012
Number of participants with account balances2018-01-012
2017: RONALD D CALKINS CPA PC 401K PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-012
Total number of active participants reported on line 7a of the Form 55002017-01-012
Total of all active and inactive participants2017-01-012
Total participants2017-01-012
Number of participants with account balances2017-01-012
2016: RONALD D CALKINS CPA PC 401K PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-012
Total number of active participants reported on line 7a of the Form 55002016-01-012
Total of all active and inactive participants2016-01-012
Total participants2016-01-012
Number of participants with account balances2016-01-012
2015: RONALD D CALKINS CPA PC 401K PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-012
Total number of active participants reported on line 7a of the Form 55002015-01-012
Total of all active and inactive participants2015-01-012
Total participants2015-01-012
Number of participants with account balances2015-01-012
2014: RONALD D CALKINS CPA PC 401K PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-012
Total number of active participants reported on line 7a of the Form 55002014-01-012
Total of all active and inactive participants2014-01-012
Total participants2014-01-012
Number of participants with account balances2014-01-012
2013: RONALD D CALKINS CPA PC 401K PROFIT SHARING 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
Number of participants with account balances2013-01-012
2012: RONALD D CALKINS CPA PC 401K PROFIT SHARING 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
Number of participants with account balances2012-01-012
2011: RONALD D CALKINS CPA PC 401K PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-012
Total number of active participants reported on line 7a of the Form 55002011-01-012
Total of all active and inactive participants2011-01-012
Total participants2011-01-012
Number of participants with account balances2011-01-012
2009: RONALD D CALKINS CPA PC 401K PROFIT SHARING 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
Number of participants with account balances2009-01-012

Financial Data on RONALD D CALKINS CPA PC 401K PROFIT SHARING PLAN

Measure Date Value
2023 : RONALD D CALKINS CPA PC 401K PROFIT SHARING PLAN 2023 401k financial data
Total income from all sources2023-12-31$173,429
Expenses. Total of all expenses incurred2023-12-31$7,500
Benefits paid (including direct rollovers)2023-12-31$7,500
Total plan assets at end of year2023-12-31$662,144
Total plan assets at beginning of year2023-12-31$496,215
Value of fidelity bond covering the plan2023-12-31$700,000
Other income received2023-12-31$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$10,500
2022 : RONALD D CALKINS CPA PC 401K PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources2022-12-31$-11,195
Expenses. Total of all expenses incurred2022-12-31$40,000
Benefits paid (including direct rollovers)2022-12-31$40,000
Total plan assets at end of year2022-12-31$496,215
Total plan assets at beginning of year2022-12-31$547,410
Value of fidelity bond covering the plan2022-12-31$560,000
Other income received2022-12-31$-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
Total income from all sources2021-12-31$92,998
Expenses. Total of all expenses incurred2021-12-31$7,250
Benefits paid (including direct rollovers)2021-12-31$7,250
Total plan assets at end of year2021-12-31$547,410
Total plan assets at beginning of year2021-12-31$461,662
Value of fidelity bond covering the plan2021-12-31$550,000
Other income received2021-12-31$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$5,800
2020 : RONALD D CALKINS CPA PC 401K PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources2020-12-31$-19,383
Total plan assets at end of year2020-12-31$461,662
Total plan assets at beginning of year2020-12-31$481,045
Value of fidelity bond covering the plan2020-12-31$500,000
Other income received2020-12-31$-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
Total income from all sources2019-12-31$85,650
Expenses. Total of all expenses incurred2019-12-31$6,000
Benefits paid (including direct rollovers)2019-12-31$6,000
Total plan assets at end of year2019-12-31$481,045
Total plan assets at beginning of year2019-12-31$401,395
Value of fidelity bond covering the plan2019-12-31$500,000
Other income received2019-12-31$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$9,000
2018 : RONALD D CALKINS CPA PC 401K PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources2018-12-31$-57,380
Expenses. Total of all expenses incurred2018-12-31$7,000
Benefits paid (including direct rollovers)2018-12-31$7,000
Total plan assets at end of year2018-12-31$401,395
Total plan assets at beginning of year2018-12-31$465,775
Value of fidelity bond covering the plan2018-12-31$500,000
Other income received2018-12-31$-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
Total income from all sources2017-12-31$36,253
Expenses. Total of all expenses incurred2017-12-31$20,000
Benefits paid (including direct rollovers)2017-12-31$20,000
Total plan assets at end of year2017-12-31$465,775
Total plan assets at beginning of year2017-12-31$449,522
Other income received2017-12-31$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
Total income from all sources2016-12-31$38,840
Expenses. Total of all expenses incurred2016-12-31$25,000
Benefits paid (including direct rollovers)2016-12-31$25,000
Total plan assets at end of year2016-12-31$449,522
Total plan assets at beginning of year2016-12-31$435,682
Value of fidelity bond covering the plan2016-12-31$50,000
Total contributions received or receivable from participants2016-12-31$4,000
Other income received2016-12-31$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
Total plan liabilities at beginning of year2015-12-31$10,000
Total income from all sources2015-12-31$76,199
Expenses. Total of all expenses incurred2015-12-31$25,000
Benefits paid (including direct rollovers)2015-12-31$25,000
Total plan assets at end of year2015-12-31$435,682
Total plan assets at beginning of year2015-12-31$394,483
Value of fidelity bond covering the plan2015-12-31$45,000
Other income received2015-12-31$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
Total plan liabilities at end of year2014-12-31$10,000
Total income from all sources2014-12-31$10,175
Expenses. Total of all expenses incurred2014-12-31$20,150
Benefits paid (including direct rollovers)2014-12-31$20,000
Total plan assets at end of year2014-12-31$394,483
Total plan assets at beginning of year2014-12-31$394,458
Value of fidelity bond covering the plan2014-12-31$50,000
Expenses. Other expenses not covered elsewhere2014-12-31$150
Other income received2014-12-31$662
Net income (gross income less expenses)2014-12-31$-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
Total income from all sources2013-12-31$20,385
Expenses. Total of all expenses incurred2013-12-31$25,000
Benefits paid (including direct rollovers)2013-12-31$25,000
Total plan assets at end of year2013-12-31$394,458
Total plan assets at beginning of year2013-12-31$399,073
Value of fidelity bond covering the plan2013-12-31$50,000
Total contributions received or receivable from participants2013-12-31$4,500
Other income received2013-12-31$11,226
Net income (gross income less expenses)2013-12-31$-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 loans2013-12-31$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
Total income from all sources2012-12-31$30,837
Expenses. Total of all expenses incurred2012-12-31$75,000
Benefits paid (including direct rollovers)2012-12-31$75,000
Total plan assets at end of year2012-12-31$399,073
Total plan assets at beginning of year2012-12-31$443,236
Value of fidelity bond covering the plan2012-12-31$50,000
Total contributions received or receivable from participants2012-12-31$5,000
Other income received2012-12-31$25,837
Net income (gross income less expenses)2012-12-31$-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 loans2012-12-31$92,554
2011 : RONALD D CALKINS CPA PC 401K PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$20,223
Expenses. Total of all expenses incurred2011-12-31$3,510
Benefits paid (including direct rollovers)2011-12-31$3,500
Total plan assets at end of year2011-12-31$443,236
Total plan assets at beginning of year2011-12-31$426,523
Value of fidelity bond covering the plan2011-12-31$50,000
Other income received2011-12-31$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 loans2011-12-31$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
Total income from all sources2010-12-31$34,850
Expenses. Total of all expenses incurred2010-12-31$81,200
Benefits paid (including direct rollovers)2010-12-31$81,000
Total plan assets at end of year2010-12-31$426,523
Total plan assets at beginning of year2010-12-31$472,873
Value of fidelity bond covering the plan2010-12-31$50,000
Expenses. Other expenses not covered elsewhere2010-12-31$200
Other income received2010-12-31$34,850
Net income (gross income less expenses)2010-12-31$-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 loans2010-12-31$72,158

Form 5500 Responses for RONALD D CALKINS CPA PC 401K PROFIT SHARING PLAN

2023: RONALD D CALKINS CPA PC 401K PROFIT SHARING PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: RONALD D CALKINS CPA PC 401K PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: RONALD D CALKINS CPA PC 401K PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: RONALD D CALKINS CPA PC 401K PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: RONALD D CALKINS CPA PC 401K PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: RONALD D CALKINS CPA PC 401K PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: RONALD D CALKINS CPA PC 401K PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: RONALD D CALKINS CPA PC 401K PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: RONALD D CALKINS CPA PC 401K PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: RONALD D CALKINS CPA PC 401K PROFIT SHARING 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: RONALD D CALKINS CPA PC 401K PROFIT SHARING 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: RONALD D CALKINS CPA PC 401K PROFIT SHARING 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: RONALD D CALKINS CPA PC 401K PROFIT SHARING 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: RONALD D CALKINS CPA PC 401K PROFIT SHARING 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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