401k Plan data: KEITH ALTIZER & CO. 401(K) PLAN plan

KEITH ALTIZER & CO. 401(K) PLAN 401k Plan overview

Plan Name	KEITH ALTIZER & CO. 401(K) PLAN
Plan identification number	001

KEITH ALTIZER & CO. 401(K) 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.
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.

401k Sponsoring company profile

KEITH ALTIZER & COMPANY, P.A. has sponsored the creation of one or more 401k plans.

Company Name: KEITH ALTIZER & COMPANY, P.A.

Employer identification number (EIN): 591629947

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

Additional information about KEITH ALTIZER & COMPANY, P.A.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations

Incorporation Date: 1975-11-01

Company Identification Number: 488310

Legal Registered Office Address: 431 EAST HORATIO AVENUE, SUITE 300

MAITLAND

32751

More information about KEITH ALTIZER & COMPANY, P.A.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan KEITH ALTIZER & CO. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 RAYMOND ALTIZER 2024-02-12 RAYMOND ALTIZER 2024-02-12
001 2022-01-01 RAYMOND ALTIZER 2024-02-12 RAYMOND ALTIZER 2024-02-12
001 2020-01-01 RAYMOND ALTIZER 2021-10-15
001 2019-01-01 RAYMOND ALTIZER 2020-10-14
001 2018-01-01 RAYMOND ALTIZER 2019-10-09
001 2017-01-01 RAYMOND ALTIZER 2018-09-26
001 2016-01-01 RAYMOND ALTIZER 2017-12-21
001 2015-01-01 RAYMOND ALTIZER 2016-10-13
001 2014-01-01 RAYMOND ALTIZER 2015-10-14
001 2013-01-01 RAYMOND ALTIZER 2014-10-14
001 2012-01-01 RAYMOND ALTIZER 2013-09-24
001 2011-01-01 RAYMOND ALTIZER 2012-09-26 RAYMOND ALTIZER 2012-09-26
001 2010-01-01 RAYMOND ALTIZER RAYMOND ALTIZER 2011-10-06
001 2009-01-01 RAYMOND ALTIZER

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	RAYMOND ALTIZER	2024-02-12	RAYMOND ALTIZER	2024-02-12
001	2022-01-01	RAYMOND ALTIZER	2024-02-12	RAYMOND ALTIZER	2024-02-12
001	2020-01-01	RAYMOND ALTIZER	2021-10-15
001	2019-01-01	RAYMOND ALTIZER	2020-10-14
001	2018-01-01	RAYMOND ALTIZER	2019-10-09
001	2017-01-01	RAYMOND ALTIZER	2018-09-26
001	2016-01-01	RAYMOND ALTIZER	2017-12-21
001	2015-01-01	RAYMOND ALTIZER	2016-10-13
001	2014-01-01	RAYMOND ALTIZER	2015-10-14
001	2013-01-01	RAYMOND ALTIZER	2014-10-14
001	2012-01-01	RAYMOND ALTIZER	2013-09-24
001	2011-01-01	RAYMOND ALTIZER	2012-09-26	RAYMOND ALTIZER	2012-09-26
001	2010-01-01	RAYMOND ALTIZER		RAYMOND ALTIZER	2011-10-06
001	2009-01-01	RAYMOND ALTIZER

Plan Statistics for KEITH ALTIZER & CO. 401(K) PLAN

401k plan membership statisitcs for KEITH ALTIZER & CO. 401(K) PLAN

Measure Date Value
2010: KEITH ALTIZER & CO. 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 16
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 13
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 3
Total of all active and inactive participants 2010-01-01 16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 16
Number of participants with account balances 2010-01-01 15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: KEITH ALTIZER & CO. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 15
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 13
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 3
Total of all active and inactive participants 2009-01-01 16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 16
Number of participants with account balances 2009-01-01 16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2010: KEITH ALTIZER & CO. 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	16
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	13
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	3
Total of all active and inactive participants	2010-01-01	16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	16
Number of participants with account balances	2010-01-01	15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: KEITH ALTIZER & CO. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	15
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	13
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	3
Total of all active and inactive participants	2009-01-01	16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	16
Number of participants with account balances	2009-01-01	16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on KEITH ALTIZER & CO. 401(K) PLAN

Measure	Date	Value
2010 : KEITH ALTIZER & CO. 401(K) PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$178,025
Expenses. Total of all expenses incurred	2010-12-31	$239,267
Benefits paid (including direct rollovers)	2010-12-31	$239,267
Total plan assets at end of year	2010-12-31	$692,933
Total plan assets at beginning of year	2010-12-31	$754,175
Value of fidelity bond covering the plan	2010-12-31	$100,000
Total contributions received or receivable from participants	2010-12-31	$70,716
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$85,093
Net income (gross income less expenses)	2010-12-31	$-61,242
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$692,933
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$754,175
Total contributions received or receivable from employer(s)	2010-12-31	$22,216
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$0

Form 5500 Responses for KEITH ALTIZER & CO. 401(K) PLAN

2010: KEITH ALTIZER & CO. 401(K) PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2009: KEITH ALTIZER & CO. 401(K) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes

Insurance Providers Used on plan

METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )

Policy contract number

923257

Policy instance

Insurance contract or identification number	923257
Number of Individuals Covered	15
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $2,393
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	KEITH ALTIZER & COMPANY, P.A.
Employer identification number (EIN):	591629947
NAIC Classification:	541211
NAIC Description:	Offices of Certified Public Accountants

Jurisdiction of Incorporation:	Florida Department of State Division of Corporations
Incorporation Date:	1975-11-01
Company Identification Number:	488310
Legal Registered Office Address:	431 EAST HORATIO AVENUE, SUITE 300 MAITLAND 32751