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TAMMY VASILATOS CPA LLC 401K PLAN 401k Plan overview

Plan NameTAMMY VASILATOS CPA LLC 401K PLAN
Plan identification number 001

TAMMY VASILATOS CPA LLC 401K PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • 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

TAMMY VASILATOS CPA has sponsored the creation of one or more 401k plans.

Company Name:TAMMY VASILATOS CPA
Employer identification number (EIN):205675104
NAIC Classification:541211
NAIC Description:Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TAMMY VASILATOS CPA LLC 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01TAMMY VASILATOS2024-10-11 TAMMY VASILATOS2024-10-11
0012022-01-01TAMMY VASILATOS2023-10-07 TAMMY VASILATOS2023-10-07
0012021-01-01TAMMY VASILATOS2022-10-11 TAMMY VASILATOS2022-10-11
0012020-01-01TAMMY VASILATOS2021-10-11 TAMMY VASILATOS2021-10-11
0012019-01-01TAMMY VASILATOS2020-10-08 TAMMY VASILATOS2020-10-08
0012018-01-01TAMMY VASILATOS2019-08-13 TAMMY VASILATOS2019-08-13
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01TAMMY VASILATOS
0012011-01-01TAMMY VASILATOS
0012010-01-01TAMMY VASILATOS
0012009-01-01TAMMY VASILATOS

Plan Statistics for TAMMY VASILATOS CPA LLC 401K PLAN

401k plan membership statisitcs for TAMMY VASILATOS CPA LLC 401K PLAN

Measure Date Value
2023: TAMMY VASILATOS CPA LLC 401K PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-016
Total number of active participants reported on line 7a of the Form 55002023-01-016
Total of all active and inactive participants2023-01-016
Total participants2023-01-016
Number of participants with account balances2023-01-016
2022: TAMMY VASILATOS CPA LLC 401K PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-017
Total number of active participants reported on line 7a of the Form 55002022-01-016
Total of all active and inactive participants2022-01-016
Total participants2022-01-016
Number of participants with account balances2022-01-016
2021: TAMMY VASILATOS CPA LLC 401K PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-017
Total number of active participants reported on line 7a of the Form 55002021-01-017
Total of all active and inactive participants2021-01-017
Total participants2021-01-017
Number of participants with account balances2021-01-017
2020: TAMMY VASILATOS CPA LLC 401K PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-017
Total number of active participants reported on line 7a of the Form 55002020-01-017
Total of all active and inactive participants2020-01-017
Total participants2020-01-017
Number of participants with account balances2020-01-017
2019: TAMMY VASILATOS CPA LLC 401K PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-017
Total number of active participants reported on line 7a of the Form 55002019-01-017
Total of all active and inactive participants2019-01-017
Total participants2019-01-017
Number of participants with account balances2019-01-017
2018: TAMMY VASILATOS CPA LLC 401K PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-017
Total number of active participants reported on line 7a of the Form 55002018-01-017
Total of all active and inactive participants2018-01-017
Total participants2018-01-017
Number of participants with account balances2018-01-017
2017: TAMMY VASILATOS CPA LLC 401K PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-016
Total number of active participants reported on line 7a of the Form 55002017-01-017
Total of all active and inactive participants2017-01-017
Total participants2017-01-017
Number of participants with account balances2017-01-017
2016: TAMMY VASILATOS CPA LLC 401K PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-016
Total number of active participants reported on line 7a of the Form 55002016-01-015
Total of all active and inactive participants2016-01-015
Total participants2016-01-015
Number of participants with account balances2016-01-016
2015: TAMMY VASILATOS CPA LLC 401K PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-017
Total number of active participants reported on line 7a of the Form 55002015-01-016
Total of all active and inactive participants2015-01-016
Total participants2015-01-016
Number of participants with account balances2015-01-016
2014: TAMMY VASILATOS CPA LLC 401K PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-017
Total number of active participants reported on line 7a of the Form 55002014-01-017
Total of all active and inactive participants2014-01-017
Total participants2014-01-017
Number of participants with account balances2014-01-017
2013: TAMMY VASILATOS CPA LLC 401K PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-017
Total number of active participants reported on line 7a of the Form 55002013-01-017
Total of all active and inactive participants2013-01-017
Total participants2013-01-017
Number of participants with account balances2013-01-017
2012: TAMMY VASILATOS CPA LLC 401K PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-016
Total number of active participants reported on line 7a of the Form 55002012-01-017
Total of all active and inactive participants2012-01-017
Total participants2012-01-017
Number of participants with account balances2012-01-017
2011: TAMMY VASILATOS CPA LLC 401K PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-016
Total number of active participants reported on line 7a of the Form 55002011-01-016
Total of all active and inactive participants2011-01-016
Total participants2011-01-016
Number of participants with account balances2011-01-016
2010: TAMMY VASILATOS CPA LLC 401K PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-016
Total number of active participants reported on line 7a of the Form 55002010-01-016
Total of all active and inactive participants2010-01-016
Total participants2010-01-016
Number of participants with account balances2010-01-016
2009: TAMMY VASILATOS CPA LLC 401K PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-015
Total number of active participants reported on line 7a of the Form 55002009-01-016
Total of all active and inactive participants2009-01-016
Total participants2009-01-016
Number of participants with account balances2009-01-016

Financial Data on TAMMY VASILATOS CPA LLC 401K PLAN

Measure Date Value
2023 : TAMMY VASILATOS CPA LLC 401K PLAN 2023 401k financial data
Total plan liabilities at end of year2023-12-31$1,046
Total income from all sources2023-12-31$305,263
Expenses. Total of all expenses incurred2023-12-31$6,415
Total plan assets at end of year2023-12-31$1,651,797
Total plan assets at beginning of year2023-12-31$1,351,903
Total contributions received or receivable from participants2023-12-31$43,753
Other income received2023-12-31$236,347
Net income (gross income less expenses)2023-12-31$298,848
Net plan assets at end of year (total assets less liabilities)2023-12-31$1,650,751
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$1,351,903
Total contributions received or receivable from employer(s)2023-12-31$25,163
Expenses. Administrative service providers (salaries,fees and commissions)2023-12-31$6,415
2022 : TAMMY VASILATOS CPA LLC 401K PLAN 2022 401k financial data
Total income from all sources2022-12-31$-186,332
Expenses. Total of all expenses incurred2022-12-31$16,143
Benefits paid (including direct rollovers)2022-12-31$9,990
Total plan assets at end of year2022-12-31$1,351,903
Total plan assets at beginning of year2022-12-31$1,554,378
Total contributions received or receivable from participants2022-12-31$37,809
Other income received2022-12-31$-246,954
Net income (gross income less expenses)2022-12-31$-202,475
Net plan assets at end of year (total assets less liabilities)2022-12-31$1,351,903
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$1,554,378
Total contributions received or receivable from employer(s)2022-12-31$22,813
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$6,153
2021 : TAMMY VASILATOS CPA LLC 401K PLAN 2021 401k financial data
Total income from all sources2021-12-31$284,352
Expenses. Total of all expenses incurred2021-12-31$6,576
Total plan assets at end of year2021-12-31$1,554,378
Total plan assets at beginning of year2021-12-31$1,276,602
Total contributions received or receivable from participants2021-12-31$41,589
Other income received2021-12-31$217,587
Net income (gross income less expenses)2021-12-31$277,776
Net plan assets at end of year (total assets less liabilities)2021-12-31$1,554,378
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$1,276,602
Total contributions received or receivable from employer(s)2021-12-31$25,176
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$6,576
2020 : TAMMY VASILATOS CPA LLC 401K PLAN 2020 401k financial data
Total income from all sources2020-12-31$210,004
Expenses. Total of all expenses incurred2020-12-31$5,245
Total plan assets at end of year2020-12-31$1,276,602
Total plan assets at beginning of year2020-12-31$1,071,843
Total contributions received or receivable from participants2020-12-31$29,736
Other income received2020-12-31$159,922
Net income (gross income less expenses)2020-12-31$204,759
Net plan assets at end of year (total assets less liabilities)2020-12-31$1,276,602
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$1,071,843
Total contributions received or receivable from employer(s)2020-12-31$20,346
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$5,245
2019 : TAMMY VASILATOS CPA LLC 401K PLAN 2019 401k financial data
Total income from all sources2019-12-31$240,982
Expenses. Total of all expenses incurred2019-12-31$4,785
Total plan assets at end of year2019-12-31$1,071,843
Total plan assets at beginning of year2019-12-31$835,646
Total contributions received or receivable from participants2019-12-31$31,048
Other income received2019-12-31$183,319
Net income (gross income less expenses)2019-12-31$236,197
Net plan assets at end of year (total assets less liabilities)2019-12-31$1,071,843
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$835,646
Total contributions received or receivable from employer(s)2019-12-31$26,615
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$4,785
2018 : TAMMY VASILATOS CPA LLC 401K PLAN 2018 401k financial data
Total plan liabilities at beginning of year2018-12-31$1,339
Total income from all sources2018-12-31$-1,159
Expenses. Total of all expenses incurred2018-12-31$7,885
Benefits paid (including direct rollovers)2018-12-31$3,056
Total plan assets at end of year2018-12-31$835,646
Total plan assets at beginning of year2018-12-31$846,029
Total contributions received or receivable from participants2018-12-31$27,247
Other income received2018-12-31$-44,497
Net income (gross income less expenses)2018-12-31$-9,044
Net plan assets at end of year (total assets less liabilities)2018-12-31$835,646
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$844,690
Total contributions received or receivable from employer(s)2018-12-31$16,091
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$4,829
2017 : TAMMY VASILATOS CPA LLC 401K PLAN 2017 401k financial data
Total plan liabilities at end of year2017-12-31$1,339
Total plan liabilities at beginning of year2017-12-31$1,339
Total income from all sources2017-12-31$189,285
Expenses. Total of all expenses incurred2017-12-31$3,576
Total plan assets at end of year2017-12-31$846,029
Total plan assets at beginning of year2017-12-31$660,320
Total contributions received or receivable from participants2017-12-31$52,775
Other income received2017-12-31$107,395
Net income (gross income less expenses)2017-12-31$185,709
Net plan assets at end of year (total assets less liabilities)2017-12-31$844,690
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$658,981
Total contributions received or receivable from employer(s)2017-12-31$29,115
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$3,576
2016 : TAMMY VASILATOS CPA LLC 401K PLAN 2016 401k financial data
Total plan liabilities at end of year2016-12-31$1,339
Total income from all sources2016-12-31$58,408
Expenses. Total of all expenses incurred2016-12-31$6,156
Benefits paid (including direct rollovers)2016-12-31$2,623
Total plan assets at end of year2016-12-31$660,320
Total plan assets at beginning of year2016-12-31$606,729
Total contributions received or receivable from participants2016-12-31$23,435
Other income received2016-12-31$21,877
Net income (gross income less expenses)2016-12-31$52,252
Net plan assets at end of year (total assets less liabilities)2016-12-31$658,981
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$606,729
Total contributions received or receivable from employer(s)2016-12-31$13,096
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$3,533
2015 : TAMMY VASILATOS CPA LLC 401K PLAN 2015 401k financial data
Total income from all sources2015-12-31$10,549
Expenses. Total of all expenses incurred2015-12-31$297,239
Benefits paid (including direct rollovers)2015-12-31$290,784
Total plan assets at end of year2015-12-31$606,729
Total plan assets at beginning of year2015-12-31$893,419
Total contributions received or receivable from participants2015-12-31$25,820
Other income received2015-12-31$-30,349
Net income (gross income less expenses)2015-12-31$-286,690
Net plan assets at end of year (total assets less liabilities)2015-12-31$606,729
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$893,419
Total contributions received or receivable from employer(s)2015-12-31$15,078
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$6,455
2014 : TAMMY VASILATOS CPA LLC 401K PLAN 2014 401k financial data
Total income from all sources2014-12-31$82,633
Expenses. Total of all expenses incurred2014-12-31$6,445
Total plan assets at end of year2014-12-31$893,419
Total plan assets at beginning of year2014-12-31$817,231
Total contributions received or receivable from participants2014-12-31$27,166
Other income received2014-12-31$40,410
Net income (gross income less expenses)2014-12-31$76,188
Net plan assets at end of year (total assets less liabilities)2014-12-31$893,419
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$817,231
Total contributions received or receivable from employer(s)2014-12-31$15,057
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$6,445
2013 : TAMMY VASILATOS CPA LLC 401K PLAN 2013 401k financial data
Total income from all sources2013-12-31$166,868
Expenses. Total of all expenses incurred2013-12-31$5,880
Total plan assets at end of year2013-12-31$817,231
Total plan assets at beginning of year2013-12-31$656,243
Total contributions received or receivable from participants2013-12-31$26,599
Other income received2013-12-31$125,897
Net income (gross income less expenses)2013-12-31$160,988
Net plan assets at end of year (total assets less liabilities)2013-12-31$817,231
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$656,243
Total contributions received or receivable from employer(s)2013-12-31$14,372
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$5,880
2012 : TAMMY VASILATOS CPA LLC 401K PLAN 2012 401k financial data
Total income from all sources2012-12-31$93,204
Expenses. Total of all expenses incurred2012-12-31$75
Total plan assets at end of year2012-12-31$656,243
Total plan assets at beginning of year2012-12-31$563,114
Total contributions received or receivable from participants2012-12-31$25,886
Other income received2012-12-31$53,251
Net income (gross income less expenses)2012-12-31$93,129
Net plan assets at end of year (total assets less liabilities)2012-12-31$656,243
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$563,114
Total contributions received or receivable from employer(s)2012-12-31$14,067
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$75
2011 : TAMMY VASILATOS CPA LLC 401K PLAN 2011 401k financial data
Total income from all sources2011-12-31$51,913
Expenses. Total of all expenses incurred2011-12-31$4,275
Total plan assets at end of year2011-12-31$563,114
Total plan assets at beginning of year2011-12-31$515,476
Total contributions received or receivable from participants2011-12-31$20,999
Other income received2011-12-31$19,431
Net income (gross income less expenses)2011-12-31$47,638
Net plan assets at end of year (total assets less liabilities)2011-12-31$563,114
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$515,476
Total contributions received or receivable from employer(s)2011-12-31$11,483
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$4,275
2010 : TAMMY VASILATOS CPA LLC 401K PLAN 2010 401k financial data
Total income from all sources2010-12-31$67,945
Expenses. Total of all expenses incurred2010-12-31$2,600
Total plan assets at end of year2010-12-31$515,476
Total plan assets at beginning of year2010-12-31$450,131
Total contributions received or receivable from participants2010-12-31$36,591
Other income received2010-12-31$8,828
Net income (gross income less expenses)2010-12-31$65,345
Net plan assets at end of year (total assets less liabilities)2010-12-31$515,476
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$450,131
Total contributions received or receivable from employer(s)2010-12-31$22,526
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$2,600

Form 5500 Responses for TAMMY VASILATOS CPA LLC 401K PLAN

2023: TAMMY VASILATOS CPA LLC 401K PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: TAMMY VASILATOS CPA LLC 401K PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: TAMMY VASILATOS CPA LLC 401K 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: TAMMY VASILATOS CPA LLC 401K 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: TAMMY VASILATOS CPA LLC 401K 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: TAMMY VASILATOS CPA LLC 401K 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: TAMMY VASILATOS CPA LLC 401K 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: TAMMY VASILATOS CPA LLC 401K 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: TAMMY VASILATOS CPA LLC 401K 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: TAMMY VASILATOS CPA LLC 401K 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: TAMMY VASILATOS CPA LLC 401K PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: TAMMY VASILATOS CPA LLC 401K 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: TAMMY VASILATOS CPA LLC 401K 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
2010: TAMMY VASILATOS CPA LLC 401K PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: TAMMY VASILATOS CPA LLC 401K 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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