401k Plan data: BRUCE P. FREDERICK, CPA, PC PROFIT SHARING PLAN plan

BRUCE P. FREDERICK, CPA, PC PROFIT SHARING PLAN 401k Plan overview

Plan Name	BRUCE P. FREDERICK, CPA, PC PROFIT SHARING PLAN
Plan identification number	001

BRUCE P. FREDERICK, CPA, PC PROFIT SHARING PLAN 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.

401k Sponsoring company profile

BRUCE P. FREDERICK, CPA, P.C. has sponsored the creation of one or more 401k plans.

Company Name: BRUCE P. FREDERICK, CPA, P.C.

Employer identification number (EIN): 931101239

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

Additional information about BRUCE P. FREDERICK, CPA, P.C.

Jurisdiction of Incorporation: Oregon Secretary of State Corporations Division

Incorporation Date: 1993-01-04

Company Identification Number: 32553885

Legal Registered Office Address: 121 SW MORRISON ST #600

PORTLAND
United States of America (USA)
97204

More information about BRUCE P. FREDERICK, CPA, P.C.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BRUCE P. FREDERICK, CPA, PC PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 BRUCE P. FREDERICK BRUCE P. FREDERICK 2018-07-19
001 2016-01-01 BRUCE P. FREDERICK BRUCE P. FREDERICK 2017-10-01
001 2015-01-01 BRUCE P. FREDERICK BRUCE P. FREDERICK 2016-05-11
001 2014-01-01 BRUCE P. FREDERICK BRUCE P. FREDERICK 2015-10-11
001 2013-01-01 BRUCE P. FREDERICK BRUCE P. FREDERICK 2014-10-12
001 2012-01-01 BRUCE P. FREDERICK BRUCE P. FREDERICK 2013-10-07
001 2011-01-01 BRUCE P. FREDERICK BRUCE P. FREDERICK 2012-10-08
001 2010-01-01 BRUCE P. FREDERICK BRUCE P. FREDERICK 2011-11-11
001 2009-01-01 BRUCE P. FREDERICK BRUCE P. FREDERICK 2010-10-14
001 2009-01-01 BRUCE P. FREDERICK BRUCE P. FREDERICK 2010-10-15

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01	BRUCE P. FREDERICK	BRUCE P. FREDERICK	2018-07-19
001	2016-01-01	BRUCE P. FREDERICK	BRUCE P. FREDERICK	2017-10-01
001	2015-01-01	BRUCE P. FREDERICK	BRUCE P. FREDERICK	2016-05-11
001	2014-01-01	BRUCE P. FREDERICK	BRUCE P. FREDERICK	2015-10-11
001	2013-01-01	BRUCE P. FREDERICK	BRUCE P. FREDERICK	2014-10-12
001	2012-01-01	BRUCE P. FREDERICK	BRUCE P. FREDERICK	2013-10-07
001	2011-01-01	BRUCE P. FREDERICK	BRUCE P. FREDERICK	2012-10-08
001	2010-01-01	BRUCE P. FREDERICK	BRUCE P. FREDERICK	2011-11-11
001	2009-01-01	BRUCE P. FREDERICK	BRUCE P. FREDERICK	2010-10-14
001	2009-01-01	BRUCE P. FREDERICK	BRUCE P. FREDERICK	2010-10-15

Plan Statistics for BRUCE P. FREDERICK, CPA, PC PROFIT SHARING PLAN

401k plan membership statisitcs for BRUCE P. FREDERICK, CPA, PC PROFIT SHARING PLAN

Measure Date Value
2022: BRUCE P. FREDERICK, CPA, PC PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 3
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 0
Total of all active and inactive participants 2022-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 3
Number of participants with account balances 2022-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: BRUCE P. FREDERICK, CPA, PC PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 3
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 0
Total of all active and inactive participants 2021-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 3
Number of participants with account balances 2021-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: BRUCE P. FREDERICK, CPA, PC PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 3
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 0
Total of all active and inactive participants 2020-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 3
Number of participants with account balances 2020-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: BRUCE P. FREDERICK, CPA, PC PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 3
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 0
Total of all active and inactive participants 2019-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 3
Number of participants with account balances 2019-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: BRUCE P. FREDERICK, CPA, PC PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 3
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 0
Total of all active and inactive participants 2018-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 3
Number of participants with account balances 2018-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: BRUCE P. FREDERICK, CPA, PC PROFIT SHARING PLAN 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 3
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 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 3
Number of participants with account balances 2017-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: BRUCE P. FREDERICK, CPA, PC PROFIT SHARING PLAN 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 2
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 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 2
Number of participants with account balances 2016-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: BRUCE P. FREDERICK, CPA, PC PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 3
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: BRUCE P. FREDERICK, CPA, PC PROFIT SHARING PLAN 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 3
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 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 3
Number of participants with account balances 2014-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: BRUCE P. FREDERICK, CPA, PC PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 4
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: BRUCE P. FREDERICK, CPA, PC PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 3
Number of retired or separated participants receiving benefits 2012-01-01 1
Number of other retired or separated participants entitled to future benefits 2012-01-01 0
Total of all active and inactive participants 2012-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 4
Number of participants with account balances 2012-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: BRUCE P. FREDERICK, CPA, PC PROFIT SHARING PLAN 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 4
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 0
Total of all active and inactive participants 2011-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 4
Number of participants with account balances 2011-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: BRUCE P. FREDERICK, CPA, PC PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 3
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 0
Total of all active and inactive participants 2010-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 3
2009: BRUCE P. FREDERICK, CPA, PC PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 3
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 0
Total of all active and inactive participants 2009-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 3
Number of participants with account balances 2009-01-01 3

Measure	Date	Value
2022: BRUCE P. FREDERICK, CPA, PC PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	3
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	0
Total of all active and inactive participants	2022-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	3
Number of participants with account balances	2022-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: BRUCE P. FREDERICK, CPA, PC PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	3
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	0
Total of all active and inactive participants	2021-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	3
Number of participants with account balances	2021-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: BRUCE P. FREDERICK, CPA, PC PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	3
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	0
Total of all active and inactive participants	2020-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	3
Number of participants with account balances	2020-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: BRUCE P. FREDERICK, CPA, PC PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	3
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	0
Total of all active and inactive participants	2019-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	3
Number of participants with account balances	2019-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: BRUCE P. FREDERICK, CPA, PC PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	3
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	0
Total of all active and inactive participants	2018-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	3
Number of participants with account balances	2018-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: BRUCE P. FREDERICK, CPA, PC PROFIT SHARING PLAN 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	3
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	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	3
Number of participants with account balances	2017-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: BRUCE P. FREDERICK, CPA, PC PROFIT SHARING PLAN 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	2
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	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	2
Number of participants with account balances	2016-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: BRUCE P. FREDERICK, CPA, PC PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	3
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: BRUCE P. FREDERICK, CPA, PC PROFIT SHARING PLAN 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	3
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	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	3
Number of participants with account balances	2014-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: BRUCE P. FREDERICK, CPA, PC PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	4
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: BRUCE P. FREDERICK, CPA, PC PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	3
Number of retired or separated participants receiving benefits	2012-01-01	1
Number of other retired or separated participants entitled to future benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	4
Number of participants with account balances	2012-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: BRUCE P. FREDERICK, CPA, PC PROFIT SHARING PLAN 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	4
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	0
Total of all active and inactive participants	2011-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	4
Number of participants with account balances	2011-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: BRUCE P. FREDERICK, CPA, PC PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	3
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	0
Total of all active and inactive participants	2010-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	3
2009: BRUCE P. FREDERICK, CPA, PC PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	3
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	0
Total of all active and inactive participants	2009-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	3
Number of participants with account balances	2009-01-01	3

Financial Data on BRUCE P. FREDERICK, CPA, PC PROFIT SHARING PLAN

Measure	Date	Value
2023 : BRUCE P. FREDERICK, CPA, PC PROFIT SHARING PLAN 2023 401k financial data
Total income from all sources	2023-12-31	$242,616
Total plan assets at end of year	2023-12-31	$1,474,381
Total plan assets at beginning of year	2023-12-31	$1,231,765
Value of fidelity bond covering the plan	2023-12-31	$74,000
Total contributions received or receivable from participants	2023-12-31	$49,350
Other income received	2023-12-31	$148,532
Net income (gross income less expenses)	2023-12-31	$242,616
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$1,474,381
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$1,231,765
Total contributions received or receivable from employer(s)	2023-12-31	$44,734
2022 : BRUCE P. FREDERICK, CPA, PC PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources	2022-12-31	$-49,662
Total plan assets at end of year	2022-12-31	$1,231,765
Total plan assets at beginning of year	2022-12-31	$1,281,427
Value of fidelity bond covering the plan	2022-12-31	$74,000
Total contributions received or receivable from participants	2022-12-31	$43,200
Other income received	2022-12-31	$-131,002
Net income (gross income less expenses)	2022-12-31	$-49,662
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$1,231,765
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$1,281,427
Total contributions received or receivable from employer(s)	2022-12-31	$38,140
2021 : BRUCE P. FREDERICK, CPA, PC PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$215,293
Total plan assets at end of year	2021-12-31	$1,281,427
Total plan assets at beginning of year	2021-12-31	$1,066,134
Value of fidelity bond covering the plan	2021-12-31	$74,000
Total contributions received or receivable from participants	2021-12-31	$42,200
Other income received	2021-12-31	$137,038
Net income (gross income less expenses)	2021-12-31	$215,293
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$1,281,427
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$1,066,134
Total contributions received or receivable from employer(s)	2021-12-31	$36,055
2020 : BRUCE P. FREDERICK, CPA, PC PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$117,610
Total plan assets at end of year	2020-12-31	$1,066,134
Total plan assets at beginning of year	2020-12-31	$948,524
Value of fidelity bond covering the plan	2020-12-31	$74,000
Total contributions received or receivable from participants	2020-12-31	$39,400
Other income received	2020-12-31	$40,339
Net income (gross income less expenses)	2020-12-31	$117,610
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$1,066,134
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$948,524
Assets. Value of assets in partnership/joint-venture interests	2020-12-31	$0
Total contributions received or receivable from employer(s)	2020-12-31	$37,871
2019 : BRUCE P. FREDERICK, CPA, PC PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$201,799
Total plan assets at end of year	2019-12-31	$948,524
Total plan assets at beginning of year	2019-12-31	$746,725
Value of fidelity bond covering the plan	2019-12-31	$74,000
Total contributions received or receivable from participants	2019-12-31	$32,450
Other income received	2019-12-31	$135,846
Net income (gross income less expenses)	2019-12-31	$201,799
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$948,524
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$746,725
Assets. Value of assets in partnership/joint-venture interests	2019-12-31	$14,581
Total contributions received or receivable from employer(s)	2019-12-31	$33,503
2018 : BRUCE P. FREDERICK, CPA, PC PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$13,813
Total plan assets at end of year	2018-12-31	$746,725
Total plan assets at beginning of year	2018-12-31	$732,912
Value of fidelity bond covering the plan	2018-12-31	$74,000
Total contributions received or receivable from participants	2018-12-31	$31,850
Other income received	2018-12-31	$-49,753
Net income (gross income less expenses)	2018-12-31	$13,813
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$746,725
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$732,912
Assets. Value of assets in partnership/joint-venture interests	2018-12-31	$21,437
Total contributions received or receivable from employer(s)	2018-12-31	$31,716
2017 : BRUCE P. FREDERICK, CPA, PC PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$139,634
Total plan assets at end of year	2017-12-31	$732,912
Total plan assets at beginning of year	2017-12-31	$593,278
Value of fidelity bond covering the plan	2017-12-31	$74,000
Total contributions received or receivable from participants	2017-12-31	$31,700
Contributions received from other sources (not participants or employers)	2017-12-31	$5,390
Other income received	2017-12-31	$78,043
Net income (gross income less expenses)	2017-12-31	$139,634
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$732,912
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$593,278
Assets. Value of assets in partnership/joint-venture interests	2017-12-31	$16,123
Total contributions received or receivable from employer(s)	2017-12-31	$24,501
2016 : BRUCE P. FREDERICK, CPA, PC PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$110,974
Expenses. Total of all expenses incurred	2016-12-31	$150,807
Benefits paid (including direct rollovers)	2016-12-31	$148,864
Total plan assets at end of year	2016-12-31	$593,278
Total plan assets at beginning of year	2016-12-31	$633,111
Value of fidelity bond covering the plan	2016-12-31	$62,000
Total contributions received or receivable from participants	2016-12-31	$28,000
Other income received	2016-12-31	$62,615
Net income (gross income less expenses)	2016-12-31	$-39,833
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$593,278
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$633,111
Assets. Value of participant loans	2016-12-31	$0
Assets. Value of assets in partnership/joint-venture interests	2016-12-31	$26,575
Total contributions received or receivable from employer(s)	2016-12-31	$20,359
Value of certain deemed distributions of participant loans	2016-12-31	$1,943
2015 : BRUCE P. FREDERICK, CPA, PC PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$17,840
Total plan assets at end of year	2015-12-31	$633,111
Total plan assets at beginning of year	2015-12-31	$615,271
Value of fidelity bond covering the plan	2015-12-31	$62,000
Total contributions received or receivable from participants	2015-12-31	$24,000
Other income received	2015-12-31	$-30,510
Net income (gross income less expenses)	2015-12-31	$17,840
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$633,111
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$615,271
Assets. Value of participant loans	2015-12-31	$3,037
Assets. Value of assets in partnership/joint-venture interests	2015-12-31	$23,366
Total contributions received or receivable from employer(s)	2015-12-31	$24,350
2014 : BRUCE P. FREDERICK, CPA, PC PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$61,660
Total plan assets at end of year	2014-12-31	$615,271
Total plan assets at beginning of year	2014-12-31	$553,611
Value of fidelity bond covering the plan	2014-12-31	$62,000
Other income received	2014-12-31	$31,916
Net income (gross income less expenses)	2014-12-31	$61,660
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$615,271
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$553,611
Assets. Value of participant loans	2014-12-31	$4,000
Total contributions received or receivable from employer(s)	2014-12-31	$29,744
2013 : BRUCE P. FREDERICK, CPA, PC PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$85,485
Expenses. Total of all expenses incurred	2013-12-31	$144,853
Benefits paid (including direct rollovers)	2013-12-31	$144,853
Total plan assets at end of year	2013-12-31	$553,611
Total plan assets at beginning of year	2013-12-31	$612,979
Other income received	2013-12-31	$46,716
Net income (gross income less expenses)	2013-12-31	$-59,368
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$553,611
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$612,979
Assets. Value of participant loans	2013-12-31	$4,925
Total contributions received or receivable from employer(s)	2013-12-31	$38,769
2012 : BRUCE P. FREDERICK, CPA, PC PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$102,673
Expenses. Total of all expenses incurred	2012-12-31	$141,941
Benefits paid (including direct rollovers)	2012-12-31	$141,636
Total plan assets at end of year	2012-12-31	$612,979
Total plan assets at beginning of year	2012-12-31	$652,247
Expenses. Other expenses not covered elsewhere	2012-12-31	$305
Other income received	2012-12-31	$79,478
Net income (gross income less expenses)	2012-12-31	$-39,268
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$612,979
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$652,247
Assets. Value of participant loans	2012-12-31	$646
Total contributions received or receivable from employer(s)	2012-12-31	$23,195
2011 : BRUCE P. FREDERICK, CPA, PC PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$45,674
Expenses. Total of all expenses incurred	2011-12-31	$50
Total plan assets at end of year	2011-12-31	$652,247
Total plan assets at beginning of year	2011-12-31	$606,623
Expenses. Other expenses not covered elsewhere	2011-12-31	$50
Other income received	2011-12-31	$19,841
Net income (gross income less expenses)	2011-12-31	$45,624
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$652,247
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$606,623
Assets. Value of participant loans	2011-12-31	$8,108
Assets. Value of assets in partnership/joint-venture interests	2011-12-31	$121,253
Total contributions received or receivable from employer(s)	2011-12-31	$25,833
2010 : BRUCE P. FREDERICK, CPA, PC PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$99,434
Expenses. Total of all expenses incurred	2010-12-31	$20
Total plan assets at end of year	2010-12-31	$615,402
Total plan assets at beginning of year	2010-12-31	$515,988
Expenses. Other expenses not covered elsewhere	2010-12-31	$20
Other income received	2010-12-31	$72,575
Net income (gross income less expenses)	2010-12-31	$99,414
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$615,402
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$515,988
Assets. Value of participant loans	2010-12-31	$15,049
Assets. Value of assets in partnership/joint-venture interests	2010-12-31	$135,860
Total contributions received or receivable from employer(s)	2010-12-31	$26,859

Form 5500 Responses for BRUCE P. FREDERICK, CPA, PC PROFIT SHARING PLAN

2022: BRUCE P. FREDERICK, CPA, PC PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: BRUCE P. FREDERICK, CPA, PC PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: BRUCE P. FREDERICK, CPA, PC PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: BRUCE P. FREDERICK, CPA, PC PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: BRUCE P. FREDERICK, CPA, PC PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: BRUCE P. FREDERICK, CPA, PC PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: BRUCE P. FREDERICK, CPA, PC PROFIT SHARING PLAN 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: BRUCE P. FREDERICK, CPA, PC PROFIT SHARING PLAN 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: BRUCE P. FREDERICK, CPA, PC PROFIT SHARING PLAN 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: BRUCE P. FREDERICK, CPA, PC PROFIT SHARING PLAN 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: BRUCE P. FREDERICK, CPA, PC PROFIT SHARING PLAN 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: BRUCE P. FREDERICK, CPA, PC PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: BRUCE P. FREDERICK, CPA, PC PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: BRUCE P. FREDERICK, CPA, PC PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	BRUCE P. FREDERICK, CPA, P.C.
Employer identification number (EIN):	931101239
NAIC Classification:	541211
NAIC Description:	Offices of Certified Public Accountants

Jurisdiction of Incorporation:	Oregon Secretary of State Corporations Division
Incorporation Date:	1993-01-04
Company Identification Number:	32553885
Legal Registered Office Address:	121 SW MORRISON ST #600 PORTLAND United States of America (USA) 97204