401k Plan data: RONALD J. LAU, CPA PROFIT SHARING PLAN plan

RONALD J. LAU, CPA PROFIT SHARING PLAN 401k Plan overview

Plan Name	RONALD J. LAU, CPA PROFIT SHARING PLAN
Plan identification number	002

RONALD J. LAU, CPA 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. Plan covering Self-Employed individuals.

401k Sponsoring company profile

RONALD J. LAU has sponsored the creation of one or more 401k plans.

Company Name: RONALD J. LAU

Employer identification number (EIN): 942357928

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RONALD J. LAU, CPA PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01 RONALD J. LAU
002 2017-01-01 RONALD J. LAU
002 2016-01-01 RONALD J. LAU
002 2015-01-01 RONALD J. LAU
002 2014-01-01 RONALD J. LAU
002 2013-01-01 RONALD J. LAU
002 2012-01-01 RONALD J. LAU
002 2011-01-01 RONALD J LAU
002 2010-01-01 RONALD J LAU
002 2009-01-01 RONALD J LAU

Plan Statistics for RONALD J. LAU, CPA PROFIT SHARING PLAN

401k plan membership statisitcs for RONALD J. LAU, CPA PROFIT SHARING PLAN

Measure Date Value
2021: RONALD J. LAU, CPA PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 3
Total of all active and inactive participants 2021-01-01 0
Total participants 2021-01-01 0
Number of participants with account balances 2021-01-01 0
2020: RONALD J. LAU, CPA 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
Total of all active and inactive participants 2020-01-01 3
Total participants 2020-01-01 3
Number of participants with account balances 2020-01-01 3
2019: RONALD J. LAU, CPA 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
Total of all active and inactive participants 2019-01-01 3
Total participants 2019-01-01 3
Number of participants with account balances 2019-01-01 3
2018: RONALD J. LAU, CPA 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
Total of all active and inactive participants 2018-01-01 3
Total participants 2018-01-01 3
Number of participants with account balances 2018-01-01 3
2017: RONALD J. LAU, CPA 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
Total of all active and inactive participants 2017-01-01 3
Total participants 2017-01-01 3
Number of participants with account balances 2017-01-01 3
2016: RONALD J. LAU, CPA 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 3
Total of all active and inactive participants 2016-01-01 3
Total participants 2016-01-01 3
Number of participants with account balances 2016-01-01 3
2015: RONALD J. LAU, CPA PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 0
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 3
Total of all active and inactive participants 2015-01-01 3
Total participants 2015-01-01 3
Number of participants with account balances 2015-01-01 3
2014: RONALD J. LAU, CPA 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
Total of all active and inactive participants 2014-01-01 3
Total participants 2014-01-01 3
Number of participants with account balances 2014-01-01 3
2013: RONALD J. LAU, CPA PROFIT SHARING PLAN 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
Total of all active and inactive participants 2013-01-01 3
Total participants 2013-01-01 3
Number of participants with account balances 2013-01-01 3
2012: RONALD J. LAU, CPA PROFIT SHARING PLAN 2012 401k membership
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 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: RONALD J. LAU, CPA PROFIT SHARING PLAN 2011 401k membership
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
2010: RONALD J. LAU, CPA PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 2
Total of all active and inactive participants 2010-01-01 2
Total participants 2010-01-01 2
Number of participants with account balances 2010-01-01 2
2009: RONALD J. LAU, CPA PROFIT SHARING PLAN 2009 401k membership
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
2021: RONALD J. LAU, CPA PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	3
Total of all active and inactive participants	2021-01-01	0
Total participants	2021-01-01	0
Number of participants with account balances	2021-01-01	0
2020: RONALD J. LAU, CPA 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
Total of all active and inactive participants	2020-01-01	3
Total participants	2020-01-01	3
Number of participants with account balances	2020-01-01	3
2019: RONALD J. LAU, CPA 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
Total of all active and inactive participants	2019-01-01	3
Total participants	2019-01-01	3
Number of participants with account balances	2019-01-01	3
2018: RONALD J. LAU, CPA 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
Total of all active and inactive participants	2018-01-01	3
Total participants	2018-01-01	3
Number of participants with account balances	2018-01-01	3
2017: RONALD J. LAU, CPA 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
Total of all active and inactive participants	2017-01-01	3
Total participants	2017-01-01	3
Number of participants with account balances	2017-01-01	3
2016: RONALD J. LAU, CPA 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	3
Total of all active and inactive participants	2016-01-01	3
Total participants	2016-01-01	3
Number of participants with account balances	2016-01-01	3
2015: RONALD J. LAU, CPA PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	0
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	3
Total of all active and inactive participants	2015-01-01	3
Total participants	2015-01-01	3
Number of participants with account balances	2015-01-01	3
2014: RONALD J. LAU, CPA 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
Total of all active and inactive participants	2014-01-01	3
Total participants	2014-01-01	3
Number of participants with account balances	2014-01-01	3
2013: RONALD J. LAU, CPA PROFIT SHARING PLAN 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
Total of all active and inactive participants	2013-01-01	3
Total participants	2013-01-01	3
Number of participants with account balances	2013-01-01	3
2012: RONALD J. LAU, CPA PROFIT SHARING PLAN 2012 401k membership
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	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: RONALD J. LAU, CPA PROFIT SHARING PLAN 2011 401k membership
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
2010: RONALD J. LAU, CPA PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	2
Total of all active and inactive participants	2010-01-01	2
Total participants	2010-01-01	2
Number of participants with account balances	2010-01-01	2
2009: RONALD J. LAU, CPA PROFIT SHARING PLAN 2009 401k membership
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

Financial Data on RONALD J. LAU, CPA PROFIT SHARING PLAN

Measure	Date	Value
2021 : RONALD J. LAU, CPA PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$596,411
Expenses. Total of all expenses incurred	2021-12-31	$3,440,501
Benefits paid (including direct rollovers)	2021-12-31	$3,440,501
Total plan assets at end of year	2021-12-31	$0
Total plan assets at beginning of year	2021-12-31	$2,844,090
Other income received	2021-12-31	$596,411
Net income (gross income less expenses)	2021-12-31	$-2,844,090
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$2,844,090
2020 : RONALD J. LAU, CPA PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$963,102
Total plan assets at end of year	2020-12-31	$2,844,090
Total plan assets at beginning of year	2020-12-31	$1,880,988
Other income received	2020-12-31	$904,704
Net income (gross income less expenses)	2020-12-31	$963,102
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$2,844,090
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$1,880,988
Total contributions received or receivable from employer(s)	2020-12-31	$58,398
2019 : RONALD J. LAU, CPA PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$375,448
Expenses. Total of all expenses incurred	2019-12-31	$55,200
Benefits paid (including direct rollovers)	2019-12-31	$55,200
Total plan assets at end of year	2019-12-31	$1,880,988
Total plan assets at beginning of year	2019-12-31	$1,560,740
Other income received	2019-12-31	$309,450
Net income (gross income less expenses)	2019-12-31	$320,248
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$1,880,988
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$1,560,740
Total contributions received or receivable from employer(s)	2019-12-31	$65,998
2018 : RONALD J. LAU, CPA PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$31,554
Expenses. Total of all expenses incurred	2018-12-31	$54,000
Benefits paid (including direct rollovers)	2018-12-31	$54,000
Total plan assets at end of year	2018-12-31	$1,560,740
Total plan assets at beginning of year	2018-12-31	$1,583,186
Other income received	2018-12-31	$-21,769
Net income (gross income less expenses)	2018-12-31	$-22,446
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$1,560,740
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$1,583,186
Total contributions received or receivable from employer(s)	2018-12-31	$53,323
2017 : RONALD J. LAU, CPA PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$432,983
Expenses. Total of all expenses incurred	2017-12-31	$40,000
Benefits paid (including direct rollovers)	2017-12-31	$40,000
Total plan assets at end of year	2017-12-31	$1,583,186
Total plan assets at beginning of year	2017-12-31	$1,190,203
Other income received	2017-12-31	$375,818
Net income (gross income less expenses)	2017-12-31	$392,983
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$1,583,186
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$1,190,203
Total contributions received or receivable from employer(s)	2017-12-31	$57,165
2016 : RONALD J. LAU, CPA PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$108,157
Expenses. Total of all expenses incurred	2016-12-31	$35,742
Benefits paid (including direct rollovers)	2016-12-31	$35,742
Total plan assets at end of year	2016-12-31	$1,190,203
Total plan assets at beginning of year	2016-12-31	$1,117,788
Other income received	2016-12-31	$62,829
Net income (gross income less expenses)	2016-12-31	$72,415
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$1,190,203
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$1,117,788
Total contributions received or receivable from employer(s)	2016-12-31	$45,328
2015 : RONALD J. LAU, CPA PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$17,237
Total plan assets at end of year	2015-12-31	$1,117,788
Total plan assets at beginning of year	2015-12-31	$1,100,551
Other income received	2015-12-31	$-17,842
Net income (gross income less expenses)	2015-12-31	$17,237
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$1,117,788
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$1,100,551
Total contributions received or receivable from employer(s)	2015-12-31	$35,079
2014 : RONALD J. LAU, CPA PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$173,278
Total plan assets at end of year	2014-12-31	$1,100,551
Total plan assets at beginning of year	2014-12-31	$927,273
Other income received	2014-12-31	$127,941
Net income (gross income less expenses)	2014-12-31	$173,278
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,100,551
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$927,273
Total contributions received or receivable from employer(s)	2014-12-31	$45,337
2013 : RONALD J. LAU, CPA PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$209,882
Total plan assets at end of year	2013-12-31	$927,273
Total plan assets at beginning of year	2013-12-31	$717,391
Other income received	2013-12-31	$166,127
Net income (gross income less expenses)	2013-12-31	$209,882
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$927,273
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$717,391
Total contributions received or receivable from employer(s)	2013-12-31	$43,755
2012 : RONALD J. LAU, CPA PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$94,004
Total plan assets at end of year	2012-12-31	$717,391
Total plan assets at beginning of year	2012-12-31	$623,387
Other income received	2012-12-31	$56,634
Net income (gross income less expenses)	2012-12-31	$94,004
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$717,391
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$623,387
Total contributions received or receivable from employer(s)	2012-12-31	$37,370
2011 : RONALD J. LAU, CPA PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$74,187
Total plan assets at end of year	2011-12-31	$623,387
Total plan assets at beginning of year	2011-12-31	$549,200
Other income received	2011-12-31	$43,034
Net income (gross income less expenses)	2011-12-31	$74,187
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$623,387
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$549,200
Total contributions received or receivable from employer(s)	2011-12-31	$31,153
2010 : RONALD J. LAU, CPA PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$151,962
Total plan assets at end of year	2010-12-31	$549,200
Total plan assets at beginning of year	2010-12-31	$397,238
Other income received	2010-12-31	$117,034
Net income (gross income less expenses)	2010-12-31	$151,962
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$549,200
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$397,238
Total contributions received or receivable from employer(s)	2010-12-31	$34,928

Form 5500 Responses for RONALD J. LAU, CPA PROFIT SHARING PLAN

2021: RONALD J. LAU, CPA PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	This submission is the final filing	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: RONALD J. LAU, CPA 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: RONALD J. LAU, CPA 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: RONALD J. LAU, CPA 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: RONALD J. LAU, CPA 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: RONALD J. LAU, CPA 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: RONALD J. LAU, CPA 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: RONALD J. LAU, CPA 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: RONALD J. LAU, CPA 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: RONALD J. LAU, CPA 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: RONALD J. LAU, CPA 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: RONALD J. LAU, CPA PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: RONALD J. LAU, CPA PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	RONALD J. LAU
Employer identification number (EIN):	942357928
NAIC Classification:	541211
NAIC Description:	Offices of Certified Public Accountants