401k Plan data: TD&T CPAS AND ADVISORS, P.C. SAVINGS PLAN plan

TD&T CPAS AND ADVISORS, P.C. SAVINGS PLAN 401k Plan overview

Plan Name	TD&T CPAS AND ADVISORS, P.C. SAVINGS PLAN
Plan identification number	001

TD&T CPAS AND ADVISORS, P.C. SAVINGS PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
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.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

TD&T CPAS AND ADVISORS, P.C. has sponsored the creation of one or more 401k plans.

Company Name: TD&T CPAS AND ADVISORS, P.C.

Employer identification number (EIN): 421029744

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

Additional information about TD&T CPAS AND ADVISORS, P.C.

Jurisdiction of Incorporation: Iowa Secretary of State Business Entities

Incorporation Date: 1975-01-17

Company Identification Number: 052643

Legal Registered Office Address: 101 W VAN BUREN

CENTERVILLE
United States of America (USA)
52544

More information about TD&T CPAS AND ADVISORS, P.C.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TD&T CPAS AND ADVISORS, P.C. SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01
001 2016-01-01
001 2015-01-01
001 2014-01-01 TODD WEBER 2015-07-23
001 2013-01-01 TODD WEBER 2014-07-25
001 2012-01-01 JILL BRUMBAUGH 2013-07-22
001 2011-01-01 JILL BRUMBAUGH 2012-07-24 JILL BRUMBAUGH 2012-07-24
001 2010-01-01 JILL BRUMBAUGH 2011-07-11 JILL BRUMBAUGH 2011-07-11

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01
001	2016-01-01
001	2015-01-01
001	2014-01-01	TODD WEBER	2015-07-23
001	2013-01-01	TODD WEBER	2014-07-25
001	2012-01-01	JILL BRUMBAUGH	2013-07-22
001	2011-01-01	JILL BRUMBAUGH	2012-07-24	JILL BRUMBAUGH	2012-07-24
001	2010-01-01	JILL BRUMBAUGH	2011-07-11	JILL BRUMBAUGH	2011-07-11

Plan Statistics for TD&T CPAS AND ADVISORS, P.C. SAVINGS PLAN

401k plan membership statisitcs for TD&T CPAS AND ADVISORS, P.C. SAVINGS PLAN

Measure Date Value
2016: TD&T CPAS AND ADVISORS, P.C. SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 102
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 90
Number of retired or separated participants receiving benefits 2016-01-01 1
Number of other retired or separated participants entitled to future benefits 2016-01-01 13
Total of all active and inactive participants 2016-01-01 104
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 104
Number of participants with account balances 2016-01-01 102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 1
2015: TD&T CPAS AND ADVISORS, P.C. SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 100
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 85
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 15
Total of all active and inactive participants 2015-01-01 100
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 100
Number of participants with account balances 2015-01-01 100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 6

Measure	Date	Value
2016: TD&T CPAS AND ADVISORS, P.C. SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	102
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	90
Number of retired or separated participants receiving benefits	2016-01-01	1
Number of other retired or separated participants entitled to future benefits	2016-01-01	13
Total of all active and inactive participants	2016-01-01	104
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	104
Number of participants with account balances	2016-01-01	102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	1
2015: TD&T CPAS AND ADVISORS, P.C. SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	100
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	85
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	15
Total of all active and inactive participants	2015-01-01	100
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	100
Number of participants with account balances	2015-01-01	100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	6

Financial Data on TD&T CPAS AND ADVISORS, P.C. SAVINGS PLAN

Measure	Date	Value
2016 : TD&T CPAS AND ADVISORS, P.C. SAVINGS PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$1,474,881
Expenses. Total of all expenses incurred	2016-12-31	$1,321,686
Benefits paid (including direct rollovers)	2016-12-31	$1,280,355
Total plan assets at end of year	2016-12-31	$11,402,051
Total plan assets at beginning of year	2016-12-31	$11,248,856
Value of fidelity bond covering the plan	2016-12-31	$500,000
Total contributions received or receivable from participants	2016-12-31	$459,546
Contributions received from other sources (not participants or employers)	2016-12-31	$107,147
Other income received	2016-12-31	$661,549
Net income (gross income less expenses)	2016-12-31	$153,195
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$11,402,051
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$11,248,856
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2016-12-31	$3,770
Total contributions received or receivable from employer(s)	2016-12-31	$246,639
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$41,331
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : TD&T CPAS AND ADVISORS, P.C. SAVINGS PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$625,145
Expenses. Total of all expenses incurred	2015-12-31	$1,456,438
Benefits paid (including direct rollovers)	2015-12-31	$1,411,473
Total plan assets at end of year	2015-12-31	$11,248,856
Total plan assets at beginning of year	2015-12-31	$12,080,149
Value of fidelity bond covering the plan	2015-12-31	$500,000
Total contributions received or receivable from participants	2015-12-31	$457,982
Contributions received from other sources (not participants or employers)	2015-12-31	$82,939
Other income received	2015-12-31	$-201,089
Net income (gross income less expenses)	2015-12-31	$-831,293
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$11,248,856
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$12,080,149
Total contributions received or receivable from employer(s)	2015-12-31	$285,313
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$44,965
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0

Form 5500 Responses for TD&T CPAS AND ADVISORS, P.C. SAVINGS PLAN

2016: TD&T CPAS AND ADVISORS, P.C. SAVINGS PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: TD&T CPAS AND ADVISORS, P.C. SAVINGS PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	TD&T CPAS AND ADVISORS, P.C.
Employer identification number (EIN):	421029744
NAIC Classification:	541211
NAIC Description:	Offices of Certified Public Accountants

Jurisdiction of Incorporation:	Iowa Secretary of State Business Entities
Incorporation Date:	1975-01-17
Company Identification Number:	052643
Legal Registered Office Address:	101 W VAN BUREN CENTERVILLE United States of America (USA) 52544