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KOTOWSKI & YAX, PC PROFIT SHARING PLAN 401k Plan overview

Plan NameKOTOWSKI & YAX, PC PROFIT SHARING PLAN
Plan identification number 001

KOTOWSKI & YAX, PC PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • Profit-sharing
  • 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

KOTOWSKI & YAX, PC has sponsored the creation of one or more 401k plans.

Company Name:KOTOWSKI & YAX, PC
Employer identification number (EIN):382959505
NAIC Classification:541211
NAIC Description:Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan KOTOWSKI & YAX, PC 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
0012018-01-01JOHN V YAX II
0012017-01-01JOHN V YAX II
0012016-01-01JOHN V YAX II
0012015-01-01JOHN V YAX II
0012014-01-01JOHN V YAX II
0012013-01-01JOHN V YAX II
0012012-01-01JOHN V YAX II
0012011-01-01JOHN V YAX II
0012009-01-01JOHN YAX

Plan Statistics for KOTOWSKI & YAX, PC PROFIT SHARING PLAN

401k plan membership statisitcs for KOTOWSKI & YAX, PC PROFIT SHARING PLAN

Measure Date Value
2021: KOTOWSKI & YAX, PC 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 55002021-01-010
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-010
Number of participants with account balances2021-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: KOTOWSKI & YAX, PC 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
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-011
Number of participants with account balances2020-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: KOTOWSKI & YAX, PC 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
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-011
Number of participants with account balances2019-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: KOTOWSKI & YAX, PC 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
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-011
Number of participants with account balances2018-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: KOTOWSKI & YAX, PC 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 55002017-01-010
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-010
Number of participants with account balances2017-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: KOTOWSKI & YAX, PC 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 55002016-01-010
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-010
Number of participants with account balances2016-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: KOTOWSKI & YAX, PC 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 55002015-01-010
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-010
Number of participants with account balances2015-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: KOTOWSKI & YAX, PC 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 55002014-01-010
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: KOTOWSKI & YAX, PC 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
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-011
Number of participants with account balances2013-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: KOTOWSKI & YAX, PC 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
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-011
Number of participants with account balances2012-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: KOTOWSKI & YAX, PC 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
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-011
Number of participants with account balances2011-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: KOTOWSKI & YAX, PC PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-010
Number of participants with account balances2009-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on KOTOWSKI & YAX, PC PROFIT SHARING PLAN

Measure Date Value
2021 : KOTOWSKI & YAX, PC PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources2021-12-31$109,866
Expenses. Total of all expenses incurred2021-12-31$1,113,807
Benefits paid (including direct rollovers)2021-12-31$1,113,807
Total plan assets at end of year2021-12-31$0
Total plan assets at beginning of year2021-12-31$1,003,941
Other income received2021-12-31$109,866
Net income (gross income less expenses)2021-12-31$-1,003,941
Net plan assets at end of year (total assets less liabilities)2021-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$1,003,941
2020 : KOTOWSKI & YAX, PC PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources2020-12-31$163,308
Total plan assets at end of year2020-12-31$1,003,941
Total plan assets at beginning of year2020-12-31$840,633
Other income received2020-12-31$151,308
Net income (gross income less expenses)2020-12-31$163,308
Net plan assets at end of year (total assets less liabilities)2020-12-31$1,003,941
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$840,633
Total contributions received or receivable from employer(s)2020-12-31$12,000
2019 : KOTOWSKI & YAX, PC PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources2019-12-31$170,863
Total plan assets at end of year2019-12-31$840,633
Total plan assets at beginning of year2019-12-31$669,770
Other income received2019-12-31$157,863
Net income (gross income less expenses)2019-12-31$170,863
Net plan assets at end of year (total assets less liabilities)2019-12-31$840,633
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$669,770
Total contributions received or receivable from employer(s)2019-12-31$13,000
2018 : KOTOWSKI & YAX, PC PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources2018-12-31$-23,940
Total plan assets at end of year2018-12-31$669,770
Total plan assets at beginning of year2018-12-31$693,710
Other income received2018-12-31$-38,940
Net income (gross income less expenses)2018-12-31$-23,940
Net plan assets at end of year (total assets less liabilities)2018-12-31$669,770
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$693,710
Total contributions received or receivable from employer(s)2018-12-31$15,000
2017 : KOTOWSKI & YAX, PC PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources2017-12-31$138,605
Total plan assets at end of year2017-12-31$693,710
Total plan assets at beginning of year2017-12-31$555,105
Other income received2017-12-31$122,605
Net income (gross income less expenses)2017-12-31$138,605
Net plan assets at end of year (total assets less liabilities)2017-12-31$693,710
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$555,105
Total contributions received or receivable from employer(s)2017-12-31$16,000
2016 : KOTOWSKI & YAX, PC PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources2016-12-31$54,771
Total plan assets at end of year2016-12-31$555,105
Total plan assets at beginning of year2016-12-31$500,334
Other income received2016-12-31$38,485
Net income (gross income less expenses)2016-12-31$54,771
Net plan assets at end of year (total assets less liabilities)2016-12-31$555,105
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$500,334
Total contributions received or receivable from employer(s)2016-12-31$16,286
2015 : KOTOWSKI & YAX, PC PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-12-31$14,071
Total plan assets at end of year2015-12-31$500,334
Total plan assets at beginning of year2015-12-31$486,263
Other income received2015-12-31$1,071
Net income (gross income less expenses)2015-12-31$14,071
Net plan assets at end of year (total assets less liabilities)2015-12-31$500,334
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$486,263
Total contributions received or receivable from employer(s)2015-12-31$13,000
2014 : KOTOWSKI & YAX, PC PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-12-31$26,930
Total plan assets at end of year2014-12-31$486,263
Total plan assets at beginning of year2014-12-31$459,333
Other income received2014-12-31$21,930
Net income (gross income less expenses)2014-12-31$26,930
Net plan assets at end of year (total assets less liabilities)2014-12-31$486,263
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$459,333
Total contributions received or receivable from employer(s)2014-12-31$5,000
2013 : KOTOWSKI & YAX, PC PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$94,809
Total plan assets at end of year2013-12-31$459,333
Total plan assets at beginning of year2013-12-31$364,524
Other income received2013-12-31$87,809
Net income (gross income less expenses)2013-12-31$94,809
Net plan assets at end of year (total assets less liabilities)2013-12-31$459,333
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$364,524
Total contributions received or receivable from employer(s)2013-12-31$7,000
2012 : KOTOWSKI & YAX, PC PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$60,653
Total plan assets at end of year2012-12-31$364,524
Total plan assets at beginning of year2012-12-31$303,871
Other income received2012-12-31$50,653
Net income (gross income less expenses)2012-12-31$60,653
Net plan assets at end of year (total assets less liabilities)2012-12-31$364,524
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$303,871
Total contributions received or receivable from employer(s)2012-12-31$10,000
2011 : KOTOWSKI & YAX, PC PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$-3,643
Total plan assets at end of year2011-12-31$303,871
Total plan assets at beginning of year2011-12-31$307,514
Other income received2011-12-31$-16,143
Net income (gross income less expenses)2011-12-31$-3,643
Net plan assets at end of year (total assets less liabilities)2011-12-31$303,871
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$307,514
Total contributions received or receivable from employer(s)2011-12-31$12,500
2010 : KOTOWSKI & YAX, PC PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$45,589
Total plan assets at end of year2010-12-31$307,498
Total plan assets at beginning of year2010-12-31$261,909
Other income received2010-12-31$35,589
Net income (gross income less expenses)2010-12-31$45,589
Net plan assets at end of year (total assets less liabilities)2010-12-31$307,498
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$261,909
Total contributions received or receivable from employer(s)2010-12-31$10,000

Form 5500 Responses for KOTOWSKI & YAX, PC PROFIT SHARING PLAN

2021: KOTOWSKI & YAX, PC PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01This submission is the final filingYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: KOTOWSKI & YAX, PC 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: KOTOWSKI & YAX, PC 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: KOTOWSKI & YAX, PC 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: KOTOWSKI & YAX, PC 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: KOTOWSKI & YAX, PC 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: KOTOWSKI & YAX, PC 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: KOTOWSKI & YAX, PC 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: KOTOWSKI & YAX, PC PROFIT SHARING 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: KOTOWSKI & YAX, PC 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: KOTOWSKI & YAX, PC 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: KOTOWSKI & YAX, PC 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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