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ISABELLE V. CURTISS, P.C., CPA 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameISABELLE V. CURTISS, P.C., CPA 401(K) PROFIT SHARING PLAN
Plan identification number 001

ISABELLE V. CURTISS, P.C., CPA 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.

401k Sponsoring company profile

ISABELLE V. CURTISS, P.C., CPA has sponsored the creation of one or more 401k plans.

Company Name:ISABELLE V. CURTISS, P.C., CPA
Employer identification number (EIN):061259032
NAIC Classification:541211
NAIC Description:Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ISABELLE V. CURTISS, P.C., CPA 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01ISABELLE V. CURTISS ISABELLE V. CURTISS2019-07-01
0012017-01-01ISABELLE V. CURTISS ISABELLE V. CURTISS2018-02-19
0012016-01-01ISABELLE V. CURTISS ISABELLE V. CURTISS2018-09-10
0012015-01-01ISABELLE V. CURTISS ISABELLE V. CURTISS2016-01-20
0012014-01-01ISABELLE V. CURTISS ISABELLE V. CURTISS2015-01-24
0012013-01-01ISABELLE V. CURTISS ISABELLE V. CURTISS2014-01-24
0012012-01-01ISABELLE V. CURTISS ISABELLE V. CURTISS2013-02-17
0012011-01-01ISABELLE V. CURTISS ISABELLE V. CURTISS2012-02-19
0012009-01-01ISABELLE V. CURTISS ISABELLE V. CURTISS2010-07-06

Plan Statistics for ISABELLE V. CURTISS, P.C., CPA 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for ISABELLE V. CURTISS, P.C., CPA 401(K) PROFIT SHARING PLAN

Measure Date Value
2021: ISABELLE V. CURTISS, P.C., CPA 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011
Total number of active participants reported on line 7a of the Form 55002021-01-011
Total of all active and inactive participants2021-01-011
Total participants2021-01-011
Number of participants with account balances2021-01-011
2020: ISABELLE V. CURTISS, P.C., CPA 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011
Total number of active participants reported on line 7a of the Form 55002020-01-011
Total of all active and inactive participants2020-01-011
Total participants2020-01-011
Number of participants with account balances2020-01-011
2019: ISABELLE V. CURTISS, P.C., CPA 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011
Total number of active participants reported on line 7a of the Form 55002019-01-011
Total of all active and inactive participants2019-01-011
Total participants2019-01-011
Number of participants with account balances2019-01-011
2018: ISABELLE V. CURTISS, P.C., CPA 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011
Total number of active participants reported on line 7a of the Form 55002018-01-011
Total of all active and inactive participants2018-01-011
Total participants2018-01-011
Number of participants with account balances2018-01-011
2017: ISABELLE V. CURTISS, P.C., CPA 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011
Total number of active participants reported on line 7a of the Form 55002017-01-011
Total of all active and inactive participants2017-01-011
Total participants2017-01-011
Number of participants with account balances2017-01-011
2016: ISABELLE V. CURTISS, P.C., CPA 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011
Total number of active participants reported on line 7a of the Form 55002016-01-011
Total of all active and inactive participants2016-01-011
Total participants2016-01-011
Number of participants with account balances2016-01-011
2015: ISABELLE V. CURTISS, P.C., CPA 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011
Total number of active participants reported on line 7a of the Form 55002015-01-011
Total of all active and inactive participants2015-01-011
Total participants2015-01-011
Number of participants with account balances2015-01-011
2014: ISABELLE V. CURTISS, P.C., CPA 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011
Total number of active participants reported on line 7a of the Form 55002014-01-011
Total of all active and inactive participants2014-01-011
Total participants2014-01-011
2013: ISABELLE V. CURTISS, P.C., CPA 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011
Total number of active participants reported on line 7a of the Form 55002013-01-011
Total of all active and inactive participants2013-01-011
Total participants2013-01-011
Number of participants with account balances2013-01-011
2012: ISABELLE V. CURTISS, P.C., CPA 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011
Total number of active participants reported on line 7a of the Form 55002012-01-011
Total of all active and inactive participants2012-01-011
Total participants2012-01-011
Number of participants with account balances2012-01-011
2011: ISABELLE V. CURTISS, P.C., CPA 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011
Total number of active participants reported on line 7a of the Form 55002011-01-011
Total of all active and inactive participants2011-01-011
Total participants2011-01-011
Number of participants with account balances2011-01-011
2009: ISABELLE V. CURTISS, P.C., CPA 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011
Total number of active participants reported on line 7a of the Form 55002009-01-011
Total of all active and inactive participants2009-01-011
Total participants2009-01-011
Number of participants with account balances2009-01-011

Financial Data on ISABELLE V. CURTISS, P.C., CPA 401(K) PROFIT SHARING PLAN

Measure Date Value
2021 : ISABELLE V. CURTISS, P.C., CPA 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources2021-12-31$223,238
Expenses. Total of all expenses incurred2021-12-31$175,000
Benefits paid (including direct rollovers)2021-12-31$175,000
Total plan assets at end of year2021-12-31$882,710
Total plan assets at beginning of year2021-12-31$834,472
Total contributions received or receivable from participants2021-12-31$26,000
Other income received2021-12-31$188,488
Net income (gross income less expenses)2021-12-31$48,238
Net plan assets at end of year (total assets less liabilities)2021-12-31$882,710
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$834,472
Total contributions received or receivable from employer(s)2021-12-31$8,750
2020 : ISABELLE V. CURTISS, P.C., CPA 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources2020-12-31$114,801
Expenses. Total of all expenses incurred2020-12-31$49,632
Benefits paid (including direct rollovers)2020-12-31$49,632
Total plan assets at end of year2020-12-31$834,472
Total plan assets at beginning of year2020-12-31$769,303
Total contributions received or receivable from participants2020-12-31$25,000
Other income received2020-12-31$81,051
Net income (gross income less expenses)2020-12-31$65,169
Net plan assets at end of year (total assets less liabilities)2020-12-31$834,472
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$769,303
Total contributions received or receivable from employer(s)2020-12-31$8,750
2019 : ISABELLE V. CURTISS, P.C., CPA 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources2019-12-31$184,219
Expenses. Total of all expenses incurred2019-12-31$38,241
Benefits paid (including direct rollovers)2019-12-31$38,241
Total plan assets at end of year2019-12-31$769,303
Total plan assets at beginning of year2019-12-31$623,325
Total contributions received or receivable from participants2019-12-31$25,000
Other income received2019-12-31$151,219
Net income (gross income less expenses)2019-12-31$145,978
Net plan assets at end of year (total assets less liabilities)2019-12-31$769,303
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$623,325
Total contributions received or receivable from employer(s)2019-12-31$8,000
2018 : ISABELLE V. CURTISS, P.C., CPA 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources2018-12-31$-20,862
Expenses. Total of all expenses incurred2018-12-31$40,012
Benefits paid (including direct rollovers)2018-12-31$40,012
Total plan assets at end of year2018-12-31$623,325
Total plan assets at beginning of year2018-12-31$684,199
Total contributions received or receivable from participants2018-12-31$24,000
Other income received2018-12-31$-58,737
Net income (gross income less expenses)2018-12-31$-60,874
Net plan assets at end of year (total assets less liabilities)2018-12-31$623,325
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$684,199
Total contributions received or receivable from employer(s)2018-12-31$13,875
2017 : ISABELLE V. CURTISS, P.C., CPA 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources2017-12-31$170,594
Expenses. Total of all expenses incurred2017-12-31$30,391
Benefits paid (including direct rollovers)2017-12-31$30,391
Total plan assets at end of year2017-12-31$684,199
Total plan assets at beginning of year2017-12-31$543,996
Total contributions received or receivable from participants2017-12-31$24,000
Other income received2017-12-31$126,238
Net income (gross income less expenses)2017-12-31$140,203
Net plan assets at end of year (total assets less liabilities)2017-12-31$684,199
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$543,996
Total contributions received or receivable from employer(s)2017-12-31$20,356
2016 : ISABELLE V. CURTISS, P.C., CPA 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources2016-12-31$94,265
Expenses. Total of all expenses incurred2016-12-31$25,408
Benefits paid (including direct rollovers)2016-12-31$25,408
Total plan assets at end of year2016-12-31$543,996
Total plan assets at beginning of year2016-12-31$475,139
Total contributions received or receivable from participants2016-12-31$24,000
Other income received2016-12-31$50,470
Net income (gross income less expenses)2016-12-31$68,857
Net plan assets at end of year (total assets less liabilities)2016-12-31$543,996
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$475,139
Total contributions received or receivable from employer(s)2016-12-31$19,795
2015 : ISABELLE V. CURTISS, P.C., CPA 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-12-31$27,559
Expenses. Total of all expenses incurred2015-12-31$24,193
Benefits paid (including direct rollovers)2015-12-31$24,193
Total plan assets at end of year2015-12-31$475,139
Total plan assets at beginning of year2015-12-31$471,773
Total contributions received or receivable from participants2015-12-31$24,000
Other income received2015-12-31$-19,980
Net income (gross income less expenses)2015-12-31$3,366
Net plan assets at end of year (total assets less liabilities)2015-12-31$475,139
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$471,773
Total contributions received or receivable from employer(s)2015-12-31$23,539
2014 : ISABELLE V. CURTISS, P.C., CPA 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-12-31$56,897
Expenses. Total of all expenses incurred2014-12-31$21,496
Benefits paid (including direct rollovers)2014-12-31$21,496
Total plan assets at end of year2014-12-31$471,773
Total plan assets at beginning of year2014-12-31$436,372
Total contributions received or receivable from participants2014-12-31$23,000
Other income received2014-12-31$19,772
Net income (gross income less expenses)2014-12-31$35,401
Net plan assets at end of year (total assets less liabilities)2014-12-31$471,773
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$436,372
Total contributions received or receivable from employer(s)2014-12-31$14,125
2013 : ISABELLE V. CURTISS, P.C., CPA 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$70,500
Expenses. Total of all expenses incurred2013-12-31$18,112
Benefits paid (including direct rollovers)2013-12-31$18,112
Total plan assets at end of year2013-12-31$436,372
Total plan assets at beginning of year2013-12-31$383,984
Total contributions received or receivable from participants2013-12-31$23,000
Other income received2013-12-31$38,012
Net income (gross income less expenses)2013-12-31$52,388
Net plan assets at end of year (total assets less liabilities)2013-12-31$436,372
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$383,984
Total contributions received or receivable from employer(s)2013-12-31$9,488
2012 : ISABELLE V. CURTISS, P.C., CPA 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$43,433
Expenses. Total of all expenses incurred2012-12-31$16,217
Benefits paid (including direct rollovers)2012-12-31$16,217
Total plan assets at end of year2012-12-31$383,984
Total plan assets at beginning of year2012-12-31$356,768
Total contributions received or receivable from participants2012-12-31$22,500
Other income received2012-12-31$4,683
Net income (gross income less expenses)2012-12-31$27,216
Net plan assets at end of year (total assets less liabilities)2012-12-31$383,984
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$356,768
Total contributions received or receivable from employer(s)2012-12-31$16,250
2011 : ISABELLE V. CURTISS, P.C., CPA 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$8,380
Expenses. Total of all expenses incurred2011-12-31$15,908
Benefits paid (including direct rollovers)2011-12-31$15,908
Total plan assets at end of year2011-12-31$356,768
Total plan assets at beginning of year2011-12-31$364,296
Total contributions received or receivable from participants2011-12-31$22,000
Other income received2011-12-31$-28,670
Net income (gross income less expenses)2011-12-31$-7,528
Net plan assets at end of year (total assets less liabilities)2011-12-31$356,768
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$364,296
Total contributions received or receivable from employer(s)2011-12-31$15,050
2010 : ISABELLE V. CURTISS, P.C., CPA 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$7,529
Expenses. Total of all expenses incurred2010-12-31$15,647
Benefits paid (including direct rollovers)2010-12-31$15,647
Total plan assets at end of year2010-12-31$364,296
Total plan assets at beginning of year2010-12-31$372,414
Total contributions received or receivable from participants2010-12-31$22,000
Other income received2010-12-31$-28,971
Net income (gross income less expenses)2010-12-31$-8,118
Net plan assets at end of year (total assets less liabilities)2010-12-31$364,296
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$372,414
Total contributions received or receivable from employer(s)2010-12-31$14,500

Form 5500 Responses for ISABELLE V. CURTISS, P.C., CPA 401(K) PROFIT SHARING PLAN

2021: ISABELLE V. CURTISS, P.C., CPA 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: ISABELLE V. CURTISS, P.C., CPA 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: ISABELLE V. CURTISS, P.C., CPA 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: ISABELLE V. CURTISS, P.C., CPA 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: ISABELLE V. CURTISS, P.C., CPA 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: ISABELLE V. CURTISS, P.C., CPA 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: ISABELLE V. CURTISS, P.C., CPA 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: ISABELLE V. CURTISS, P.C., CPA 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: ISABELLE V. CURTISS, P.C., CPA 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: ISABELLE V. CURTISS, P.C., CPA 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: ISABELLE V. CURTISS, P.C., CPA 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: ISABELLE V. CURTISS, P.C., CPA 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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