401k Plan data: TAMRA L MALTESE CPA PROFIT SHARING RETIREMENT PLAN plan

TAMRA L MALTESE CPA PROFIT SHARING RETIREMENT PLAN 401k Plan overview

Plan Name	TAMRA L MALTESE CPA PROFIT SHARING RETIREMENT PLAN
Plan identification number	001

TAMRA L MALTESE CPA PROFIT SHARING RETIREMENT 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
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.
Plan covering Self-Employed individuals.
Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

TAMI MALTESE, C.P.A. has sponsored the creation of one or more 401k plans.

Company Name: TAMI MALTESE, C.P.A.

Employer identification number (EIN): 810423783

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TAMRA L MALTESE CPA PROFIT SHARING RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2014-01-01 TAMRA L MALTESE
001 2013-01-01 TAMRA L MALTESE
001 2012-01-01 TAMRA L MALTESE
001 2011-01-01 TAMRA L MALTESE
001 2010-01-01 TAMRA L MALTESE
001 2009-01-01 TAMRA L MALTESE

Plan id#	Filing Submission Date	Name of Administrator
001	2014-01-01	TAMRA L MALTESE
001	2013-01-01	TAMRA L MALTESE
001	2012-01-01	TAMRA L MALTESE
001	2011-01-01	TAMRA L MALTESE
001	2010-01-01	TAMRA L MALTESE
001	2009-01-01	TAMRA L MALTESE

Plan Statistics for TAMRA L MALTESE CPA PROFIT SHARING RETIREMENT PLAN

401k plan membership statisitcs for TAMRA L MALTESE CPA PROFIT SHARING RETIREMENT PLAN

Measure Date Value
2014: TAMRA L MALTESE CPA PROFIT SHARING RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 2
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 2
Number of participants with account balances 2014-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: TAMRA L MALTESE CPA PROFIT SHARING RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 2
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 0
Total of all active and inactive participants 2013-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 2
Number of participants with account balances 2013-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: TAMRA L MALTESE CPA PROFIT SHARING RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 2
Total of all active and inactive participants 2012-01-01 2
Total participants 2012-01-01 2
Number of participants with account balances 2012-01-01 2
2011: TAMRA L MALTESE CPA PROFIT SHARING RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 2
Total of all active and inactive participants 2011-01-01 2
Total participants 2011-01-01 2
Number of participants with account balances 2011-01-01 2
2010: TAMRA L MALTESE CPA PROFIT SHARING RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 2
Total of all active and inactive participants 2010-01-01 2
Total participants 2010-01-01 2
Number of participants with account balances 2010-01-01 2
2009: TAMRA L MALTESE CPA PROFIT SHARING RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 2
Total of all active and inactive participants 2009-01-01 2
Total participants 2009-01-01 2
Number of participants with account balances 2009-01-01 2

Measure	Date	Value
2014: TAMRA L MALTESE CPA PROFIT SHARING RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	2
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	2
Number of participants with account balances	2014-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: TAMRA L MALTESE CPA PROFIT SHARING RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	2
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	0
Total of all active and inactive participants	2013-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	2
Number of participants with account balances	2013-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: TAMRA L MALTESE CPA PROFIT SHARING RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	2
Total of all active and inactive participants	2012-01-01	2
Total participants	2012-01-01	2
Number of participants with account balances	2012-01-01	2
2011: TAMRA L MALTESE CPA PROFIT SHARING RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	2
Total of all active and inactive participants	2011-01-01	2
Total participants	2011-01-01	2
Number of participants with account balances	2011-01-01	2
2010: TAMRA L MALTESE CPA PROFIT SHARING RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	2
Total of all active and inactive participants	2010-01-01	2
Total participants	2010-01-01	2
Number of participants with account balances	2010-01-01	2
2009: TAMRA L MALTESE CPA PROFIT SHARING RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	2
Total of all active and inactive participants	2009-01-01	2
Total participants	2009-01-01	2
Number of participants with account balances	2009-01-01	2

Financial Data on TAMRA L MALTESE CPA PROFIT SHARING RETIREMENT PLAN

Measure	Date	Value
2014 : TAMRA L MALTESE CPA PROFIT SHARING RETIREMENT PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$1,635
Expenses. Total of all expenses incurred	2014-12-31	$868
Benefits paid (including direct rollovers)	2014-12-31	$848
Total plan assets at end of year	2014-12-31	$62,731
Total plan assets at beginning of year	2014-12-31	$61,964
Value of fidelity bond covering the plan	2014-12-31	$6,273
Other income received	2014-12-31	$1,635
Net income (gross income less expenses)	2014-12-31	$767
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$62,731
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$61,964
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$20
2013 : TAMRA L MALTESE CPA PROFIT SHARING RETIREMENT PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$4,724
Expenses. Total of all expenses incurred	2013-12-31	$822
Benefits paid (including direct rollovers)	2013-12-31	$802
Total plan assets at end of year	2013-12-31	$61,964
Total plan assets at beginning of year	2013-12-31	$58,062
Value of fidelity bond covering the plan	2013-12-31	$6,196
Other income received	2013-12-31	$3,724
Net income (gross income less expenses)	2013-12-31	$3,902
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$61,964
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$58,062
Total contributions received or receivable from employer(s)	2013-12-31	$1,000
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$20
2012 : TAMRA L MALTESE CPA PROFIT SHARING RETIREMENT PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$6,230
Expenses. Total of all expenses incurred	2012-12-31	$869
Total plan assets at end of year	2012-12-31	$58,062
Total plan assets at beginning of year	2012-12-31	$52,701
Value of fidelity bond covering the plan	2012-12-31	$5,900
Other income received	2012-12-31	$5,230
Net income (gross income less expenses)	2012-12-31	$5,361
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$58,062
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$52,701
Total contributions received or receivable from employer(s)	2012-12-31	$1,000
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$869
2011 : TAMRA L MALTESE CPA PROFIT SHARING RETIREMENT PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$-4,007
Expenses. Total of all expenses incurred	2011-12-31	$140
Total plan assets at end of year	2011-12-31	$52,701
Total plan assets at beginning of year	2011-12-31	$56,848
Value of fidelity bond covering the plan	2011-12-31	$10,000
Other income received	2011-12-31	$-4,007
Net income (gross income less expenses)	2011-12-31	$-4,147
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$52,701
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$56,848
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$140
2010 : TAMRA L MALTESE CPA PROFIT SHARING RETIREMENT PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$6,395
Total plan assets at end of year	2010-12-31	$56,848
Total plan assets at beginning of year	2010-12-31	$50,453
Value of fidelity bond covering the plan	2010-12-31	$10,000
Other income received	2010-12-31	$5,395
Net income (gross income less expenses)	2010-12-31	$6,395
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$56,848
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$50,453
Total contributions received or receivable from employer(s)	2010-12-31	$1,000

Form 5500 Responses for TAMRA L MALTESE CPA PROFIT SHARING RETIREMENT PLAN

2014: TAMRA L MALTESE CPA PROFIT SHARING RETIREMENT PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: TAMRA L MALTESE CPA PROFIT SHARING RETIREMENT PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: TAMRA L MALTESE CPA PROFIT SHARING RETIREMENT PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: TAMRA L MALTESE CPA PROFIT SHARING RETIREMENT PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: TAMRA L MALTESE CPA PROFIT SHARING RETIREMENT PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: TAMRA L MALTESE CPA PROFIT SHARING RETIREMENT PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	TAMI MALTESE, C.P.A.
Employer identification number (EIN):	810423783
NAIC Classification:	541211
NAIC Description:	Offices of Certified Public Accountants