401k Plan data: J. PAUL KENOTE, CPA, P.C. 401K PLAN AND TRUST plan

J. PAUL KENOTE, CPA, P.C. 401K PLAN AND TRUST 401k Plan overview

Plan Name	J. PAUL KENOTE, CPA, P.C. 401K PLAN AND TRUST
Plan identification number	001

J. PAUL KENOTE, CPA, P.C. 401K PLAN AND TRUST Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
Total participant-directed account plan - Participants have the opportunity to direct the investment of all 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.
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

J. PAUL KENOTE, CPA, P.C. has sponsored the creation of one or more 401k plans.

Company Name: J. PAUL KENOTE, CPA, P.C.

Employer identification number (EIN): 931085710

NAIC Classification: 541211
NAIC Description: Offices of Certified Public Accountants

Additional information about J. PAUL KENOTE, CPA, P.C.

Jurisdiction of Incorporation: Oregon Secretary of State Corporations Division

Incorporation Date: 1992-06-05

Company Identification Number: 29919487

Legal Registered Office Address: 367 LONGVIEW LOOP

ROCKAWAY BEACH
United States of America (USA)
97136

More information about J. PAUL KENOTE, CPA, P.C.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan J. PAUL KENOTE, CPA, P.C. 401K PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2017-01-01 J PAUL KENOTE, CPA J. PAUL KENOTE, CPA 2018-10-13
001 2016-01-01 J PAUL KENOTE, CPA J. PAUL KENOTE, CPA 2017-10-16
001 2015-01-01 J PAUL KENOTE, CPA 2016-10-17 J. PAUL KENOTE, CPA 2016-10-17
001 2014-01-01 J PAUL KENOTE, CPA 2015-10-14 J. PAUL KENOTE, CPA 2015-10-14
001 2013-01-01 J PAUL KENOTE, CPA 2014-10-14 J. PAUL KENOTE, CPA 2014-10-14
001 2012-01-01 J PAUL KENOTE, CPA 2013-09-15 J. PAUL KENOTE, CPA 2013-09-15
001 2011-01-01 PAUL KENOTE
001 2009-01-01 PAUL KENOTE

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2017-01-01	J PAUL KENOTE, CPA		J. PAUL KENOTE, CPA	2018-10-13
001	2016-01-01	J PAUL KENOTE, CPA		J. PAUL KENOTE, CPA	2017-10-16
001	2015-01-01	J PAUL KENOTE, CPA	2016-10-17	J. PAUL KENOTE, CPA	2016-10-17
001	2014-01-01	J PAUL KENOTE, CPA	2015-10-14	J. PAUL KENOTE, CPA	2015-10-14
001	2013-01-01	J PAUL KENOTE, CPA	2014-10-14	J. PAUL KENOTE, CPA	2014-10-14
001	2012-01-01	J PAUL KENOTE, CPA	2013-09-15	J. PAUL KENOTE, CPA	2013-09-15
001	2011-01-01	PAUL KENOTE
001	2009-01-01	PAUL KENOTE

Plan Statistics for J. PAUL KENOTE, CPA, P.C. 401K PLAN AND TRUST

401k plan membership statisitcs for J. PAUL KENOTE, CPA, P.C. 401K PLAN AND TRUST

Measure Date Value
2017: J. PAUL KENOTE, CPA, P.C. 401K PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year 2017-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 0
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 0
Total of all active and inactive participants 2017-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 0
Number of participants with account balances 2017-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: J. PAUL KENOTE, CPA, P.C. 401K PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year 2016-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 3
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 0
Total of all active and inactive participants 2016-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 3
Number of participants with account balances 2016-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: J. PAUL KENOTE, CPA, P.C. 401K PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year 2015-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 3
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 3
Number of participants with account balances 2015-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: J. PAUL KENOTE, CPA, P.C. 401K PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year 2014-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 4
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 4
Number of participants with account balances 2014-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: J. PAUL KENOTE, CPA, P.C. 401K PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year 2013-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 3
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 0
Total of all active and inactive participants 2013-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 3
Number of participants with account balances 2013-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: J. PAUL KENOTE, CPA, P.C. 401K PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year 2012-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 3
Total of all active and inactive participants 2012-01-01 3
Total participants 2012-01-01 3
Number of participants with account balances 2012-01-01 3
2011: J. PAUL KENOTE, CPA, P.C. 401K PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year 2011-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 3
Total of all active and inactive participants 2011-01-01 3
Total participants 2011-01-01 3
Number of participants with account balances 2011-01-01 3
2009: J. PAUL KENOTE, CPA, P.C. 401K PLAN AND TRUST 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 3
Total of all active and inactive participants 2009-01-01 3
Total participants 2009-01-01 3
Number of participants with account balances 2009-01-01 3

Measure	Date	Value
2017: J. PAUL KENOTE, CPA, P.C. 401K PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year	2017-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	0
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	0
Total of all active and inactive participants	2017-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	0
Number of participants with account balances	2017-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: J. PAUL KENOTE, CPA, P.C. 401K PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year	2016-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	3
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	0
Total of all active and inactive participants	2016-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	3
Number of participants with account balances	2016-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: J. PAUL KENOTE, CPA, P.C. 401K PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year	2015-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	3
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	3
Number of participants with account balances	2015-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: J. PAUL KENOTE, CPA, P.C. 401K PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year	2014-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	4
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	4
Number of participants with account balances	2014-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: J. PAUL KENOTE, CPA, P.C. 401K PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year	2013-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	3
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	0
Total of all active and inactive participants	2013-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	3
Number of participants with account balances	2013-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: J. PAUL KENOTE, CPA, P.C. 401K PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year	2012-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	3
Total of all active and inactive participants	2012-01-01	3
Total participants	2012-01-01	3
Number of participants with account balances	2012-01-01	3
2011: J. PAUL KENOTE, CPA, P.C. 401K PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year	2011-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	3
Total of all active and inactive participants	2011-01-01	3
Total participants	2011-01-01	3
Number of participants with account balances	2011-01-01	3
2009: J. PAUL KENOTE, CPA, P.C. 401K PLAN AND TRUST 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	3
Total of all active and inactive participants	2009-01-01	3
Total participants	2009-01-01	3
Number of participants with account balances	2009-01-01	3

Financial Data on J. PAUL KENOTE, CPA, P.C. 401K PLAN AND TRUST

Measure	Date	Value
2017 : J. PAUL KENOTE, CPA, P.C. 401K PLAN AND TRUST 2017 401k financial data
Total income from all sources	2017-12-31	$-106,578
Expenses. Total of all expenses incurred	2017-12-31	$223,157
Benefits paid (including direct rollovers)	2017-12-31	$223,057
Total plan assets at end of year	2017-12-31	$0
Total plan assets at beginning of year	2017-12-31	$329,735
Total contributions received or receivable from participants	2017-12-31	$15,633
Other income received	2017-12-31	$-122,211
Net income (gross income less expenses)	2017-12-31	$-329,735
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$329,735
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$100
2016 : J. PAUL KENOTE, CPA, P.C. 401K PLAN AND TRUST 2016 401k financial data
Total income from all sources	2016-12-31	$42,021
Expenses. Total of all expenses incurred	2016-12-31	$30
Total plan assets at end of year	2016-12-31	$329,735
Total plan assets at beginning of year	2016-12-31	$287,744
Total contributions received or receivable from participants	2016-12-31	$3,160
Other income received	2016-12-31	$36,903
Net income (gross income less expenses)	2016-12-31	$41,991
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$329,735
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$287,744
Total contributions received or receivable from employer(s)	2016-12-31	$1,958
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$30
2015 : J. PAUL KENOTE, CPA, P.C. 401K PLAN AND TRUST 2015 401k financial data
Total income from all sources	2015-12-31	$-4,955
Expenses. Total of all expenses incurred	2015-12-31	$21,406
Total plan assets at end of year	2015-12-31	$287,744
Total plan assets at beginning of year	2015-12-31	$314,105
Total contributions received or receivable from participants	2015-12-31	$3,451
Other income received	2015-12-31	$-10,211
Net income (gross income less expenses)	2015-12-31	$-26,361
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$287,744
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$314,105
Total contributions received or receivable from employer(s)	2015-12-31	$1,805
Value of certain deemed distributions of participant loans	2015-12-31	$21,271
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$135
2014 : J. PAUL KENOTE, CPA, P.C. 401K PLAN AND TRUST 2014 401k financial data
Total income from all sources	2014-12-31	$16,704
Expenses. Total of all expenses incurred	2014-12-31	$30
Total plan assets at end of year	2014-12-31	$314,105
Total plan assets at beginning of year	2014-12-31	$297,431
Total contributions received or receivable from participants	2014-12-31	$3,157
Expenses. Other expenses not covered elsewhere	2014-12-31	$30
Other income received	2014-12-31	$13,119
Net income (gross income less expenses)	2014-12-31	$16,674
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$314,105
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$297,431
Total contributions received or receivable from employer(s)	2014-12-31	$428
2013 : J. PAUL KENOTE, CPA, P.C. 401K PLAN AND TRUST 2013 401k financial data
Total income from all sources	2013-12-31	$28,782
Expenses. Total of all expenses incurred	2013-12-31	$135
Total plan assets at end of year	2013-12-31	$297,431
Total plan assets at beginning of year	2013-12-31	$268,784
Expenses. Other expenses not covered elsewhere	2013-12-31	$135
Other income received	2013-12-31	$28,782
Net income (gross income less expenses)	2013-12-31	$28,647
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$297,431
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$268,784
2012 : J. PAUL KENOTE, CPA, P.C. 401K PLAN AND TRUST 2012 401k financial data
Total income from all sources	2012-12-31	$31,444
Expenses. Total of all expenses incurred	2012-12-31	$135
Total plan assets at end of year	2012-12-31	$268,784
Total plan assets at beginning of year	2012-12-31	$237,476
Total contributions received or receivable from participants	2012-12-31	$2,331
Expenses. Other expenses not covered elsewhere	2012-12-31	$135
Other income received	2012-12-31	$27,248
Net income (gross income less expenses)	2012-12-31	$31,309
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$268,784
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$237,476
Total contributions received or receivable from employer(s)	2012-12-31	$1,865
2011 : J. PAUL KENOTE, CPA, P.C. 401K PLAN AND TRUST 2011 401k financial data
Total income from all sources	2011-12-31	$4,609
Expenses. Total of all expenses incurred	2011-12-31	$5,778
Total plan assets at end of year	2011-12-31	$237,476
Total plan assets at beginning of year	2011-12-31	$238,646
Total contributions received or receivable from participants	2011-12-31	$2,659
Expenses. Other expenses not covered elsewhere	2011-12-31	$5,643
Net income (gross income less expenses)	2011-12-31	$-1,169
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$237,476
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$238,646
Total contributions received or receivable from employer(s)	2011-12-31	$1,950
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$135
2010 : J. PAUL KENOTE, CPA, P.C. 401K PLAN AND TRUST 2010 401k financial data
Total income from all sources	2010-12-31	$29,392
Expenses. Total of all expenses incurred	2010-12-31	$135
Total plan assets at end of year	2010-12-31	$238,646
Total plan assets at beginning of year	2010-12-31	$209,389
Total contributions received or receivable from participants	2010-12-31	$2,347
Other income received	2010-12-31	$24,990
Net income (gross income less expenses)	2010-12-31	$29,257
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$238,646
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$209,389
Total contributions received or receivable from employer(s)	2010-12-31	$2,055
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$135

Form 5500 Responses for J. PAUL KENOTE, CPA, P.C. 401K PLAN AND TRUST

2017: J. PAUL KENOTE, CPA, P.C. 401K PLAN AND TRUST 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	This submission is the final filing	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: J. PAUL KENOTE, CPA, P.C. 401K PLAN AND TRUST 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: J. PAUL KENOTE, CPA, P.C. 401K PLAN AND TRUST 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: J. PAUL KENOTE, CPA, P.C. 401K PLAN AND TRUST 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: J. PAUL KENOTE, CPA, P.C. 401K PLAN AND TRUST 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: J. PAUL KENOTE, CPA, P.C. 401K PLAN AND TRUST 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: J. PAUL KENOTE, CPA, P.C. 401K PLAN AND TRUST 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: J. PAUL KENOTE, CPA, P.C. 401K PLAN AND TRUST 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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Company Name:	J. PAUL KENOTE, CPA, P.C.
Employer identification number (EIN):	931085710
NAIC Classification:	541211
NAIC Description:	Offices of Certified Public Accountants

Jurisdiction of Incorporation:	Oregon Secretary of State Corporations Division
Incorporation Date:	1992-06-05
Company Identification Number:	29919487
Legal Registered Office Address:	367 LONGVIEW LOOP ROCKAWAY BEACH United States of America (USA) 97136