KAUFMAN & SEARGEANT, CPAS has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan KAUFMAN & SEARGEANT PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2020: KAUFMAN & SEARGEANT PROFIT SHARING PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 8 |
| 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 | 8 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
| Total participants | 2020-01-01 | 8 |
| Number of participants with account balances | 2020-01-01 | 6 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
| 2019: KAUFMAN & SEARGEANT PROFIT SHARING PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 4 |
| 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 | 4 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
| Total participants | 2019-01-01 | 4 |
| Number of participants with account balances | 2019-01-01 | 4 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2020 : KAUFMAN & SEARGEANT PROFIT SHARING PLAN 2020 401k financial data |
|---|
| Total plan liabilities at end of year | 2020-12-31 | $0 |
| Total plan liabilities at beginning of year | 2020-12-31 | $0 |
| Total income from all sources | 2020-12-31 | $58,515 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $5,228 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $0 |
| Total plan assets at end of year | 2020-12-31 | $1,055,393 |
| Total plan assets at beginning of year | 2020-12-31 | $1,002,106 |
| Value of fidelity bond covering the plan | 2020-12-31 | $110,000 |
| Total contributions received or receivable from participants | 2020-12-31 | $53,137 |
| Expenses. Other expenses not covered elsewhere | 2020-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2020-12-31 | $0 |
| Other income received | 2020-12-31 | $1,151 |
| Noncash contributions received | 2020-12-31 | $0 |
| Net income (gross income less expenses) | 2020-12-31 | $53,287 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $1,055,393 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $1,002,106 |
| Assets. Value of participant loans | 2020-12-31 | $0 |
| Assets. Value of assets in partnership/joint-venture interests | 2020-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $4,227 |
| Value of certain deemed distributions of participant loans | 2020-12-31 | $0 |
| Value of corrective distributions | 2020-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $5,228 |
| 2019 : KAUFMAN & SEARGEANT PROFIT SHARING PLAN 2019 401k financial data |
|---|
| Total plan liabilities at end of year | 2019-12-31 | $0 |
| Total plan liabilities at beginning of year | 2019-12-31 | $0 |
| Total income from all sources | 2019-12-31 | $208,079 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $7,828 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $0 |
| Total plan assets at end of year | 2019-12-31 | $1,002,106 |
| Total plan assets at beginning of year | 2019-12-31 | $801,855 |
| Value of fidelity bond covering the plan | 2019-12-31 | $80,186 |
| Total contributions received or receivable from participants | 2019-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2019-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2019-12-31 | $0 |
| Other income received | 2019-12-31 | $208,079 |
| Noncash contributions received | 2019-12-31 | $0 |
| Net income (gross income less expenses) | 2019-12-31 | $200,251 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $1,002,106 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $801,855 |
| Assets. Value of participant loans | 2019-12-31 | $2,701 |
| Assets. Value of assets in partnership/joint-venture interests | 2019-12-31 | $300,000 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $0 |
| Value of certain deemed distributions of participant loans | 2019-12-31 | $0 |
| Value of corrective distributions | 2019-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $7,828 |
| 2020: KAUFMAN & SEARGEANT PROFIT SHARING PLAN 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | Submission has been amended | No |
| 2020-01-01 | This submission is the final filing | No |
| 2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-01-01 | Plan is a collectively bargained plan | No |
| 2020-01-01 | Plan funding arrangement – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| 2019: KAUFMAN & SEARGEANT PROFIT SHARING PLAN 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Submission has been amended | No |
| 2019-01-01 | This submission is the final filing | No |
| 2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-01-01 | Plan is a collectively bargained plan | No |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
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