401k Plan data: RONALD M. CASSANO, CPA 401(K) PROFIT SHARING PLAN plan

RONALD M. CASSANO, CPA 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	RONALD M. CASSANO, CPA 401(K) PROFIT SHARING PLAN
Plan identification number	001

RONALD M. CASSANO, CPA 401(K) PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
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.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Plan covering Self-Employed individuals.
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 M. CASSANO, CPA has sponsored the creation of one or more 401k plans.

Company Name: RONALD M. CASSANO, CPA

Employer identification number (EIN): 953241412

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RONALD M. CASSANO, CPA 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2013-01-01 WARREN HUTSON
001 2012-01-01 WARREN HUTSON
001 2011-01-01 WARREN HUTSON
001 2009-01-01 WARREN J. HUTSON

Plan id#	Filing Submission Date	Name of Administrator
001	2013-01-01	WARREN HUTSON
001	2012-01-01	WARREN HUTSON
001	2011-01-01	WARREN HUTSON
001	2009-01-01	WARREN J. HUTSON

Plan Statistics for RONALD M. CASSANO, CPA 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for RONALD M. CASSANO, CPA 401(K) PROFIT SHARING PLAN

Measure Date Value
2013: RONALD M. CASSANO, CPA 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 0
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 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 0
Number of participants with account balances 2013-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: RONALD M. CASSANO, CPA 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 1
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 1
Total of all active and inactive participants 2012-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 2
Number of participants with account balances 2012-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: RONALD M. CASSANO, CPA 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 1
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 4
Total of all active and inactive participants 2011-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 5
Number of participants with account balances 2011-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: RONALD M. CASSANO, CPA 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 5
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 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 5
Number of participants with account balances 2009-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2013: RONALD M. CASSANO, CPA 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	0
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	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	0
Number of participants with account balances	2013-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: RONALD M. CASSANO, CPA 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	1
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	1
Total of all active and inactive participants	2012-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	2
Number of participants with account balances	2012-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: RONALD M. CASSANO, CPA 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	1
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	4
Total of all active and inactive participants	2011-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	5
Number of participants with account balances	2011-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: RONALD M. CASSANO, CPA 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	5
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	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	5
Number of participants with account balances	2009-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on RONALD M. CASSANO, CPA 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2013 : RONALD M. CASSANO, CPA 401(K) PROFIT SHARING PLAN 2013 401k financial data
Transfers to/from the plan	2013-11-13	$0
Total plan liabilities at end of year	2013-11-13	$0
Total plan liabilities at beginning of year	2013-11-13	$0
Total income from all sources	2013-11-13	$411,527
Expenses. Total of all expenses incurred	2013-11-13	$2,480,152
Benefits paid (including direct rollovers)	2013-11-13	$2,466,473
Total plan assets at end of year	2013-11-13	$0
Total plan assets at beginning of year	2013-11-13	$2,068,625
Value of fidelity bond covering the plan	2013-11-13	$250,000
Total contributions received or receivable from participants	2013-11-13	$0
Expenses. Other expenses not covered elsewhere	2013-11-13	$0
Contributions received from other sources (not participants or employers)	2013-11-13	$0
Other income received	2013-11-13	$411,527
Noncash contributions received	2013-11-13	$0
Net income (gross income less expenses)	2013-11-13	$-2,068,625
Net plan assets at end of year (total assets less liabilities)	2013-11-13	$0
Net plan assets at beginning of year (total assets less liabilities)	2013-11-13	$2,068,625
Total contributions received or receivable from employer(s)	2013-11-13	$0
Value of certain deemed distributions of participant loans	2013-11-13	$0
Value of corrective distributions	2013-11-13	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-11-13	$13,679
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-11-13	$0
2012 : RONALD M. CASSANO, CPA 401(K) PROFIT SHARING PLAN 2012 401k financial data
Transfers to/from the plan	2012-12-31	$0
Total plan liabilities at end of year	2012-12-31	$0
Total plan liabilities at beginning of year	2012-12-31	$0
Total income from all sources	2012-12-31	$225,396
Expenses. Total of all expenses incurred	2012-12-31	$176,336
Benefits paid (including direct rollovers)	2012-12-31	$158,254
Total plan assets at end of year	2012-12-31	$2,068,625
Total plan assets at beginning of year	2012-12-31	$2,019,565
Value of fidelity bond covering the plan	2012-12-31	$250,000
Total contributions received or receivable from participants	2012-12-31	$9,334
Expenses. Other expenses not covered elsewhere	2012-12-31	$0
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$215,608
Noncash contributions received	2012-12-31	$0
Net income (gross income less expenses)	2012-12-31	$49,060
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$2,068,625
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$2,019,565
Total contributions received or receivable from employer(s)	2012-12-31	$454
Value of certain deemed distributions of participant loans	2012-12-31	$0
Value of corrective distributions	2012-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$18,082
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : RONALD M. CASSANO, CPA 401(K) PROFIT SHARING PLAN 2011 401k financial data
Transfers to/from the plan	2011-12-31	$0
Total plan liabilities at end of year	2011-12-31	$0
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$-50,178
Expenses. Total of all expenses incurred	2011-12-31	$61,200
Benefits paid (including direct rollovers)	2011-12-31	$61,200
Total plan assets at end of year	2011-12-31	$2,019,565
Total plan assets at beginning of year	2011-12-31	$2,130,943
Value of fidelity bond covering the plan	2011-12-31	$250,000
Total contributions received or receivable from participants	2011-12-31	$3,457
Expenses. Other expenses not covered elsewhere	2011-12-31	$0
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$-56,785
Noncash contributions received	2011-12-31	$0
Net income (gross income less expenses)	2011-12-31	$-111,378
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$2,019,565
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$2,130,943
Total contributions received or receivable from employer(s)	2011-12-31	$3,150
Value of certain deemed distributions of participant loans	2011-12-31	$0
Value of corrective distributions	2011-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : RONALD M. CASSANO, CPA 401(K) PROFIT SHARING PLAN 2010 401k financial data
Transfers to/from the plan	2010-12-31	$0
Total plan liabilities at end of year	2010-12-31	$0
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$279,003
Expenses. Total of all expenses incurred	2010-12-31	$55,100
Benefits paid (including direct rollovers)	2010-12-31	$55,100
Total plan assets at end of year	2010-12-31	$2,130,943
Total plan assets at beginning of year	2010-12-31	$1,907,040
Value of fidelity bond covering the plan	2010-12-31	$250,000
Total contributions received or receivable from participants	2010-12-31	$4,313
Expenses. Other expenses not covered elsewhere	2010-12-31	$0
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$270,663
Noncash contributions received	2010-12-31	$0
Net income (gross income less expenses)	2010-12-31	$223,903
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$2,130,943
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,907,040
Total contributions received or receivable from employer(s)	2010-12-31	$4,027
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0

Form 5500 Responses for RONALD M. CASSANO, CPA 401(K) PROFIT SHARING PLAN

2013: RONALD M. CASSANO, CPA 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	Yes
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: RONALD M. CASSANO, CPA 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: RONALD M. CASSANO, CPA 401(K) PROFIT SHARING PLAN 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 – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: RONALD M. CASSANO, CPA 401(K) PROFIT SHARING PLAN 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 – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	RONALD M. CASSANO, CPA
Employer identification number (EIN):	953241412
NAIC Classification:	541211
NAIC Description:	Offices of Certified Public Accountants