401k Plan data: WINTERSET CPA GROUP INC 401K PLAN plan

WINTERSET CPA GROUP INC 401K PLAN 401k Plan overview

Plan Name	WINTERSET CPA GROUP INC 401K PLAN
Plan identification number	001

WINTERSET CPA GROUP INC 401K PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
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.

401k Sponsoring company profile

WINTERSET CPA GROUP has sponsored the creation of one or more 401k plans.

Company Name: WINTERSET CPA GROUP

Employer identification number (EIN): 311746337

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WINTERSET CPA GROUP INC 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2024-01-01 J. MATTHEW YUSKEWICH
001 2023-01-01
001 2023-01-01 J. MATTHEW YUSKEWICH
001 2022-01-01
001 2022-01-01 J. MATTHEW YUSKEWICH
001 2021-01-01
001 2021-01-01 J. MATTHEW YUSKEWICH
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 J. MATTHEW YUSKEWICH J MATTHEW YUSKEWICH 2018-10-13
001 2016-01-01 J. MATTHEW YUSKEWICH J MATTHEW YUSKEWICH 2017-10-07
001 2015-01-01 J. MATTHEW YUSKEWICH J MATTHEW YUSKEWICH 2016-10-16
001 2014-01-01 J. MATTHEW YUSKEWICH J MATTHEW YUSKEWICH 2015-10-12
001 2013-01-01 J. MATTHEW YUSKEWICH J MATTHEW YUSKEWICH 2014-10-14
001 2012-01-01 J. MATTHEW YUSKEWICH J MATTHEW YUSKEWICH 2013-10-15
001 2011-01-01 J. MATTHEW YUSKEWICH J MATTHEW YUSKEWICH 2012-10-15
001 2010-01-01 J. MATTHEW YUSKEWICH J MATTHEW YUSKEWICH 2011-10-17
001 2009-01-01 J. MATTHEW YUSKEWICH J MATTHEW YUSKEWICH 2010-10-11

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2024-01-01	J. MATTHEW YUSKEWICH
001	2023-01-01
001	2023-01-01	J. MATTHEW YUSKEWICH
001	2022-01-01
001	2022-01-01	J. MATTHEW YUSKEWICH
001	2021-01-01
001	2021-01-01	J. MATTHEW YUSKEWICH
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01	J. MATTHEW YUSKEWICH	J MATTHEW YUSKEWICH	2018-10-13
001	2016-01-01	J. MATTHEW YUSKEWICH	J MATTHEW YUSKEWICH	2017-10-07
001	2015-01-01	J. MATTHEW YUSKEWICH	J MATTHEW YUSKEWICH	2016-10-16
001	2014-01-01	J. MATTHEW YUSKEWICH	J MATTHEW YUSKEWICH	2015-10-12
001	2013-01-01	J. MATTHEW YUSKEWICH	J MATTHEW YUSKEWICH	2014-10-14
001	2012-01-01	J. MATTHEW YUSKEWICH	J MATTHEW YUSKEWICH	2013-10-15
001	2011-01-01	J. MATTHEW YUSKEWICH	J MATTHEW YUSKEWICH	2012-10-15
001	2010-01-01	J. MATTHEW YUSKEWICH	J MATTHEW YUSKEWICH	2011-10-17
001	2009-01-01	J. MATTHEW YUSKEWICH	J MATTHEW YUSKEWICH	2010-10-11

Financial Data on WINTERSET CPA GROUP INC 401K PLAN

Measure	Date	Value
2023 : WINTERSET CPA GROUP INC 401K PLAN 2023 401k financial data
Total income from all sources	2023-12-31	$582,330
Expenses. Total of all expenses incurred	2023-12-31	$2,235
Benefits paid (including direct rollovers)	2023-12-31	$602
Total plan assets at end of year	2023-12-31	$3,439,867
Total plan assets at beginning of year	2023-12-31	$2,859,772
Total contributions received or receivable from participants	2023-12-31	$62,005
Other income received	2023-12-31	$472,602
Net income (gross income less expenses)	2023-12-31	$580,095
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$3,439,867
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$2,859,772
Total contributions received or receivable from employer(s)	2023-12-31	$47,723
Expenses. Administrative service providers (salaries,fees and commissions)	2023-12-31	$1,633
2022 : WINTERSET CPA GROUP INC 401K PLAN 2022 401k financial data
Total income from all sources	2022-12-31	$-402,388
Expenses. Total of all expenses incurred	2022-12-31	$675
Benefits paid (including direct rollovers)	2022-12-31	$675
Total plan assets at end of year	2022-12-31	$2,859,772
Total plan assets at beginning of year	2022-12-31	$3,262,835
Total contributions received or receivable from participants	2022-12-31	$51,580
Other income received	2022-12-31	$-497,173
Net income (gross income less expenses)	2022-12-31	$-403,063
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$2,859,772
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$3,262,835
Total contributions received or receivable from employer(s)	2022-12-31	$43,205
2021 : WINTERSET CPA GROUP INC 401K PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$510,507
Expenses. Total of all expenses incurred	2021-12-31	$693
Benefits paid (including direct rollovers)	2021-12-31	$693
Total plan assets at end of year	2021-12-31	$3,262,835
Total plan assets at beginning of year	2021-12-31	$2,753,021
Total contributions received or receivable from participants	2021-12-31	$50,001
Other income received	2021-12-31	$412,565
Net income (gross income less expenses)	2021-12-31	$509,814
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$3,262,835
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$2,753,021
Total contributions received or receivable from employer(s)	2021-12-31	$47,941
2020 : WINTERSET CPA GROUP INC 401K PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$759,810
Expenses. Total of all expenses incurred	2020-12-31	$375,606
Benefits paid (including direct rollovers)	2020-12-31	$132,133
Total plan assets at end of year	2020-12-31	$2,753,021
Total plan assets at beginning of year	2020-12-31	$2,368,817
Total contributions received or receivable from participants	2020-12-31	$49,558
Expenses. Other expenses not covered elsewhere	2020-12-31	$243,473
Other income received	2020-12-31	$657,942
Net income (gross income less expenses)	2020-12-31	$384,204
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$2,753,021
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$2,368,817
Total contributions received or receivable from employer(s)	2020-12-31	$52,310
2019 : WINTERSET CPA GROUP INC 401K PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$463,928
Expenses. Total of all expenses incurred	2019-12-31	$20,865
Benefits paid (including direct rollovers)	2019-12-31	$20,865
Total plan assets at end of year	2019-12-31	$2,368,817
Total plan assets at beginning of year	2019-12-31	$1,925,754
Total contributions received or receivable from participants	2019-12-31	$60,080
Assets. Value of loans (other than to participants)	2019-12-31	$0
Other income received	2019-12-31	$365,869
Net income (gross income less expenses)	2019-12-31	$443,063
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$2,368,817
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$1,925,754
Total contributions received or receivable from employer(s)	2019-12-31	$37,979
2018 : WINTERSET CPA GROUP INC 401K PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$70,937
Expenses. Total of all expenses incurred	2018-12-31	$9,428
Benefits paid (including direct rollovers)	2018-12-31	$9,428
Total plan assets at end of year	2018-12-31	$1,925,754
Total plan assets at beginning of year	2018-12-31	$1,864,245
Total contributions received or receivable from participants	2018-12-31	$52,268
Assets. Value of loans (other than to participants)	2018-12-31	$0
Other income received	2018-12-31	$-37,469
Net income (gross income less expenses)	2018-12-31	$61,509
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$1,925,754
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$1,864,245
Total contributions received or receivable from employer(s)	2018-12-31	$56,138
2017 : WINTERSET CPA GROUP INC 401K PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$332,263
Expenses. Total of all expenses incurred	2017-12-31	$15,209
Benefits paid (including direct rollovers)	2017-12-31	$13,028
Total plan assets at end of year	2017-12-31	$1,864,245
Total plan assets at beginning of year	2017-12-31	$1,547,191
Total contributions received or receivable from participants	2017-12-31	$54,655
Assets. Value of loans (other than to participants)	2017-12-31	$0
Expenses. Other expenses not covered elsewhere	2017-12-31	$2,181
Other income received	2017-12-31	$218,483
Net income (gross income less expenses)	2017-12-31	$317,054
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$1,864,245
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$1,547,191
Total contributions received or receivable from employer(s)	2017-12-31	$59,125
2016 : WINTERSET CPA GROUP INC 401K PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$171,357
Expenses. Total of all expenses incurred	2016-12-31	$250
Total plan assets at end of year	2016-12-31	$1,547,191
Total plan assets at beginning of year	2016-12-31	$1,376,084
Total contributions received or receivable from participants	2016-12-31	$46,845
Assets. Value of loans (other than to participants)	2016-12-31	$0
Expenses. Other expenses not covered elsewhere	2016-12-31	$250
Other income received	2016-12-31	$65,870
Net income (gross income less expenses)	2016-12-31	$171,107
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$1,547,191
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$1,376,084
Total contributions received or receivable from employer(s)	2016-12-31	$58,642
2015 : WINTERSET CPA GROUP INC 401K PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$95,889
Expenses. Total of all expenses incurred	2015-12-31	$620
Total plan assets at end of year	2015-12-31	$1,376,084
Total plan assets at beginning of year	2015-12-31	$1,280,815
Total contributions received or receivable from participants	2015-12-31	$51,248
Assets. Value of loans (other than to participants)	2015-12-31	$0
Expenses. Other expenses not covered elsewhere	2015-12-31	$13
Other income received	2015-12-31	$25,651
Net income (gross income less expenses)	2015-12-31	$95,269
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$1,376,084
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$1,280,815
Total contributions received or receivable from employer(s)	2015-12-31	$18,990
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$607
2014 : WINTERSET CPA GROUP INC 401K PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$143,078
Expenses. Total of all expenses incurred	2014-12-31	$24
Total plan assets at end of year	2014-12-31	$1,280,815
Total plan assets at beginning of year	2014-12-31	$1,137,761
Total contributions received or receivable from participants	2014-12-31	$48,885
Assets. Value of loans (other than to participants)	2014-12-31	$2,640
Other income received	2014-12-31	$77,562
Net income (gross income less expenses)	2014-12-31	$143,054
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,280,815
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,137,761
Total contributions received or receivable from employer(s)	2014-12-31	$16,631
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$24
2013 : WINTERSET CPA GROUP INC 401K PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$227,326
Expenses. Total of all expenses incurred	2013-12-31	$1,802
Benefits paid (including direct rollovers)	2013-12-31	$1,530
Total plan assets at end of year	2013-12-31	$1,137,761
Total plan assets at beginning of year	2013-12-31	$912,237
Total contributions received or receivable from participants	2013-12-31	$9,126
Assets. Value of loans (other than to participants)	2013-12-31	$6,255
Other income received	2013-12-31	$170,822
Net income (gross income less expenses)	2013-12-31	$225,524
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,137,761
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$912,237
Total contributions received or receivable from employer(s)	2013-12-31	$47,378
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$272
2012 : WINTERSET CPA GROUP INC 401K PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$189,612
Expenses. Total of all expenses incurred	2012-12-31	$52,737
Benefits paid (including direct rollovers)	2012-12-31	$52,714
Total plan assets at end of year	2012-12-31	$912,237
Total plan assets at beginning of year	2012-12-31	$775,362
Value of fidelity bond covering the plan	2012-12-31	$100,000
Total contributions received or receivable from participants	2012-12-31	$40,002
Assets. Value of loans (other than to participants)	2012-12-31	$8,771
Other income received	2012-12-31	$77,498
Net income (gross income less expenses)	2012-12-31	$136,875
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$912,237
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$775,362
Total contributions received or receivable from employer(s)	2012-12-31	$72,112
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$23
2011 : WINTERSET CPA GROUP INC 401K PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$58,665
Expenses. Total of all expenses incurred	2011-12-31	$70,146
Benefits paid (including direct rollovers)	2011-12-31	$70,146
Total plan assets at end of year	2011-12-31	$775,362
Total plan assets at beginning of year	2011-12-31	$786,843
Total contributions received or receivable from participants	2011-12-31	$43,309
Assets. Value of loans (other than to participants)	2011-12-31	$11,488
Other income received	2011-12-31	$467
Net income (gross income less expenses)	2011-12-31	$-11,481
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$775,362
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$786,843
Total contributions received or receivable from employer(s)	2011-12-31	$14,889
2010 : WINTERSET CPA GROUP INC 401K PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$114,039
Expenses. Total of all expenses incurred	2010-12-31	$75
Total plan assets at end of year	2010-12-31	$786,843
Total plan assets at beginning of year	2010-12-31	$672,879
Value of fidelity bond covering the plan	2010-12-31	$50,000
Total contributions received or receivable from participants	2010-12-31	$26,943
Assets. Value of loans (other than to participants)	2010-12-31	$13,925
Expenses. Other expenses not covered elsewhere	2010-12-31	$75
Other income received	2010-12-31	$71,951
Net income (gross income less expenses)	2010-12-31	$113,964
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$786,843
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$672,879
Total contributions received or receivable from employer(s)	2010-12-31	$15,145

Form 5500 Responses for WINTERSET CPA GROUP INC 401K PLAN

2023: WINTERSET CPA GROUP INC 401K PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Plan funding arrangement – Insurance	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: WINTERSET CPA GROUP INC 401K PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: WINTERSET CPA GROUP INC 401K PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: WINTERSET CPA GROUP INC 401K PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: WINTERSET CPA GROUP INC 401K PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: WINTERSET CPA GROUP INC 401K PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: WINTERSET CPA GROUP INC 401K PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: WINTERSET CPA GROUP INC 401K PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: WINTERSET CPA GROUP INC 401K PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: WINTERSET CPA GROUP INC 401K PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: WINTERSET CPA GROUP INC 401K PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: WINTERSET CPA GROUP INC 401K PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: WINTERSET CPA GROUP INC 401K PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: WINTERSET CPA GROUP INC 401K PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: WINTERSET CPA GROUP INC 401K PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )

Policy contract number

G95535

Policy instance

Insurance contract or identification number	G95535
Number of Individuals Covered	7
Insurance policy start date	2023-01-01
Insurance policy end date	2023-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )

Policy contract number

G95535

Policy instance

AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )

Policy contract number

G95535

Policy instance

AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )

Policy contract number

G95535

Policy instance

AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )

Policy contract number

G95535

Policy instance

AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )

Policy contract number

G95535

Policy instance

AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )

Policy contract number

G95535

Policy instance

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Company Name:	WINTERSET CPA GROUP
Employer identification number (EIN):	311746337
NAIC Classification:	541211
NAIC Description:	Offices of Certified Public Accountants