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EMPLOYEES PROFIT SHARING PLAN AND TRUST OF SAM S SLOVEN CPA INC 401k Plan overview

Plan NameEMPLOYEES PROFIT SHARING PLAN AND TRUST OF SAM S SLOVEN CPA INC
Plan identification number 001

EMPLOYEES PROFIT SHARING PLAN AND TRUST OF SAM S SLOVEN CPA INC Benefits

401k Plan TypeDefined 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.

401k Sponsoring company profile

SAM S SLOVEN CPA INC has sponsored the creation of one or more 401k plans.

Company Name:SAM S SLOVEN CPA INC
Employer identification number (EIN):840686386
NAIC Classification:541213
NAIC Description:Tax Preparation Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EMPLOYEES PROFIT SHARING PLAN AND TRUST OF SAM S SLOVEN CPA INC

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012020-01-01MARTHA S. SLOVEN2021-06-16 MARTHA S. SLOVEN2021-06-16
0012019-01-01
0012018-01-01SAM SLOVEN SAM SLOVEN2019-01-09
0012017-01-01SAM SLOVEN SAM SLOVEN2018-01-08
0012016-01-01SAM SLOVEN SAM SLOVEN2017-01-11
0012015-01-01SAM SLOVEN SAM SLOVEN2016-01-26
0012014-01-01SAM SLOVEN SAM SLOVEN2015-01-12
0012013-01-01SAM SLOVEN SAM SLOVEN2014-01-13
0012012-01-01SAM SLOVEN SAM SLOVEN2013-05-01
0012011-01-01SAM S SLOVEN SAM S SLOVEN2012-01-10
0012010-01-01SAM S SLOVEN SAM S SLOVEN2011-05-09
0012009-01-01SAM SLOVEN

Plan Statistics for EMPLOYEES PROFIT SHARING PLAN AND TRUST OF SAM S SLOVEN CPA INC

401k plan membership statisitcs for EMPLOYEES PROFIT SHARING PLAN AND TRUST OF SAM S SLOVEN CPA INC

Measure Date Value
2019: EMPLOYEES PROFIT SHARING PLAN AND TRUST OF SAM S SLOVEN CPA INC 2019 401k membership
Total participants, beginning-of-year2019-01-012
Total number of active participants reported on line 7a of the Form 55002019-01-012
Total of all active and inactive participants2019-01-012
Total participants2019-01-012
Number of participants with account balances2019-01-012
2018: EMPLOYEES PROFIT SHARING PLAN AND TRUST OF SAM S SLOVEN CPA INC 2018 401k membership
Total participants, beginning-of-year2018-01-012
Total number of active participants reported on line 7a of the Form 55002018-01-012
Total of all active and inactive participants2018-01-012
Total participants2018-01-012
2017: EMPLOYEES PROFIT SHARING PLAN AND TRUST OF SAM S SLOVEN CPA INC 2017 401k membership
Total participants, beginning-of-year2017-01-012
Total number of active participants reported on line 7a of the Form 55002017-01-012
Total of all active and inactive participants2017-01-012
Total participants2017-01-012
2016: EMPLOYEES PROFIT SHARING PLAN AND TRUST OF SAM S SLOVEN CPA INC 2016 401k membership
Total participants, beginning-of-year2016-01-012
Number of other retired or separated participants entitled to future benefits2016-01-012
Total of all active and inactive participants2016-01-012
Total participants2016-01-012
2015: EMPLOYEES PROFIT SHARING PLAN AND TRUST OF SAM S SLOVEN CPA INC 2015 401k membership
Total participants, beginning-of-year2015-01-012
Number of other retired or separated participants entitled to future benefits2015-01-012
Total of all active and inactive participants2015-01-012
Total participants2015-01-012
2014: EMPLOYEES PROFIT SHARING PLAN AND TRUST OF SAM S SLOVEN CPA INC 2014 401k membership
Total participants, beginning-of-year2014-01-012
Number of other retired or separated participants entitled to future benefits2014-01-012
Total of all active and inactive participants2014-01-012
Total participants2014-01-012
2013: EMPLOYEES PROFIT SHARING PLAN AND TRUST OF SAM S SLOVEN CPA INC 2013 401k membership
Total participants, beginning-of-year2013-01-012
Total number of active participants reported on line 7a of the Form 55002013-01-012
Total of all active and inactive participants2013-01-012
Total participants2013-01-012
Number of participants with account balances2013-01-012
2012: EMPLOYEES PROFIT SHARING PLAN AND TRUST OF SAM S SLOVEN CPA INC 2012 401k membership
Total participants, beginning-of-year2012-01-012
Total number of active participants reported on line 7a of the Form 55002012-01-012
Total of all active and inactive participants2012-01-012
Total participants2012-01-012
Number of participants with account balances2012-01-012
2011: EMPLOYEES PROFIT SHARING PLAN AND TRUST OF SAM S SLOVEN CPA INC 2011 401k membership
Total participants, beginning-of-year2011-01-012
Total number of active participants reported on line 7a of the Form 55002011-01-012
Total of all active and inactive participants2011-01-012
Total participants2011-01-012
Number of participants with account balances2011-01-012
2010: EMPLOYEES PROFIT SHARING PLAN AND TRUST OF SAM S SLOVEN CPA INC 2010 401k membership
Total participants, beginning-of-year2010-01-012
Total number of active participants reported on line 7a of the Form 55002010-01-012
Total of all active and inactive participants2010-01-012
Total participants2010-01-012
Number of participants with account balances2010-01-012
2009: EMPLOYEES PROFIT SHARING PLAN AND TRUST OF SAM S SLOVEN CPA INC 2009 401k membership
Total participants, beginning-of-year2009-01-012
Total number of active participants reported on line 7a of the Form 55002009-01-012
Total of all active and inactive participants2009-01-012
Total participants2009-01-012
Number of participants with account balances2009-01-012

Financial Data on EMPLOYEES PROFIT SHARING PLAN AND TRUST OF SAM S SLOVEN CPA INC

Measure Date Value
2019 : EMPLOYEES PROFIT SHARING PLAN AND TRUST OF SAM S SLOVEN CPA INC 2019 401k financial data
Total income from all sources2019-12-31$1,936,981
Expenses. Total of all expenses incurred2019-12-31$280,000
Benefits paid (including direct rollovers)2019-12-31$280,000
Total plan assets at end of year2019-12-31$8,743,076
Total plan assets at beginning of year2019-12-31$7,086,095
Value of fidelity bond covering the plan2019-12-31$500,000
Other income received2019-12-31$1,858,381
Net income (gross income less expenses)2019-12-31$1,656,981
Net plan assets at end of year (total assets less liabilities)2019-12-31$8,743,076
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$7,086,095
Total contributions received or receivable from employer(s)2019-12-31$78,600
2018 : EMPLOYEES PROFIT SHARING PLAN AND TRUST OF SAM S SLOVEN CPA INC 2018 401k financial data
Total income from all sources2018-12-31$-429,167
Expenses. Total of all expenses incurred2018-12-31$300,000
Benefits paid (including direct rollovers)2018-12-31$300,000
Total plan assets at end of year2018-12-31$7,086,095
Total plan assets at beginning of year2018-12-31$7,815,262
Value of fidelity bond covering the plan2018-12-31$500,000
Other income received2018-12-31$-506,167
Net income (gross income less expenses)2018-12-31$-729,167
Net plan assets at end of year (total assets less liabilities)2018-12-31$7,086,095
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$7,815,262
Total contributions received or receivable from employer(s)2018-12-31$77,000
2017 : EMPLOYEES PROFIT SHARING PLAN AND TRUST OF SAM S SLOVEN CPA INC 2017 401k financial data
Total income from all sources2017-12-31$1,169,532
Expenses. Total of all expenses incurred2017-12-31$256,000
Benefits paid (including direct rollovers)2017-12-31$256,000
Total plan assets at end of year2017-12-31$7,815,262
Total plan assets at beginning of year2017-12-31$6,901,730
Value of fidelity bond covering the plan2017-12-31$50,000
Other income received2017-12-31$1,094,332
Net income (gross income less expenses)2017-12-31$913,532
Net plan assets at end of year (total assets less liabilities)2017-12-31$7,815,262
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$6,901,730
Assets. Value of assets in partnership/joint-venture interests2017-12-31$42,190
Total contributions received or receivable from employer(s)2017-12-31$75,200
2016 : EMPLOYEES PROFIT SHARING PLAN AND TRUST OF SAM S SLOVEN CPA INC 2016 401k financial data
Total income from all sources2016-12-31$1,002,336
Expenses. Total of all expenses incurred2016-12-31$230,000
Benefits paid (including direct rollovers)2016-12-31$230,000
Total plan assets at end of year2016-12-31$6,901,730
Total plan assets at beginning of year2016-12-31$6,129,394
Value of fidelity bond covering the plan2016-12-31$50,000
Other income received2016-12-31$929,136
Net income (gross income less expenses)2016-12-31$772,336
Net plan assets at end of year (total assets less liabilities)2016-12-31$6,901,730
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$6,129,394
Assets. Value of assets in partnership/joint-venture interests2016-12-31$42,190
Total contributions received or receivable from employer(s)2016-12-31$73,200
2015 : EMPLOYEES PROFIT SHARING PLAN AND TRUST OF SAM S SLOVEN CPA INC 2015 401k financial data
Total income from all sources2015-12-31$-117,152
Expenses. Total of all expenses incurred2015-12-31$234,200
Benefits paid (including direct rollovers)2015-12-31$234,200
Total plan assets at end of year2015-12-31$6,129,394
Total plan assets at beginning of year2015-12-31$6,480,746
Value of fidelity bond covering the plan2015-12-31$500,000
Other income received2015-12-31$-189,672
Net income (gross income less expenses)2015-12-31$-351,352
Net plan assets at end of year (total assets less liabilities)2015-12-31$6,129,394
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$6,480,746
Assets. Value of assets in partnership/joint-venture interests2015-12-31$42,190
Total contributions received or receivable from employer(s)2015-12-31$72,520
2014 : EMPLOYEES PROFIT SHARING PLAN AND TRUST OF SAM S SLOVEN CPA INC 2014 401k financial data
Total income from all sources2014-12-31$660,866
Expenses. Total of all expenses incurred2014-12-31$211,120
Benefits paid (including direct rollovers)2014-12-31$211,120
Total plan assets at end of year2014-12-31$6,480,746
Total plan assets at beginning of year2014-12-31$6,031,000
Value of fidelity bond covering the plan2014-12-31$500,000
Other income received2014-12-31$590,066
Net income (gross income less expenses)2014-12-31$449,746
Net plan assets at end of year (total assets less liabilities)2014-12-31$6,480,746
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$6,031,000
Assets. Value of assets in partnership/joint-venture interests2014-12-31$42,190
Total contributions received or receivable from employer(s)2014-12-31$70,800
2013 : EMPLOYEES PROFIT SHARING PLAN AND TRUST OF SAM S SLOVEN CPA INC 2013 401k financial data
Total income from all sources2013-12-31$1,364,993
Expenses. Total of all expenses incurred2013-12-31$164,400
Benefits paid (including direct rollovers)2013-12-31$164,400
Total plan assets at end of year2013-12-31$6,031,000
Total plan assets at beginning of year2013-12-31$4,830,407
Value of fidelity bond covering the plan2013-12-31$500,000
Other income received2013-12-31$1,296,233
Net income (gross income less expenses)2013-12-31$1,200,593
Net plan assets at end of year (total assets less liabilities)2013-12-31$6,031,000
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$4,830,407
Assets. Value of assets in partnership/joint-venture interests2013-12-31$42,190
Total contributions received or receivable from employer(s)2013-12-31$68,760
2012 : EMPLOYEES PROFIT SHARING PLAN AND TRUST OF SAM S SLOVEN CPA INC 2012 401k financial data
Total income from all sources2012-12-31$498,096
Total plan assets at end of year2012-12-31$4,830,407
Total plan assets at beginning of year2012-12-31$4,332,311
Value of fidelity bond covering the plan2012-12-31$500,000
Other income received2012-12-31$431,296
Net income (gross income less expenses)2012-12-31$498,096
Net plan assets at end of year (total assets less liabilities)2012-12-31$4,830,407
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$4,332,311
Assets. Value of assets in partnership/joint-venture interests2012-12-31$42,190
Total contributions received or receivable from employer(s)2012-12-31$66,800
2011 : EMPLOYEES PROFIT SHARING PLAN AND TRUST OF SAM S SLOVEN CPA INC 2011 401k financial data
Total income from all sources2011-12-31$296,885
Total plan assets at end of year2011-12-31$4,332,311
Total plan assets at beginning of year2011-12-31$4,035,426
Value of fidelity bond covering the plan2011-12-31$500,000
Other income received2011-12-31$232,085
Net income (gross income less expenses)2011-12-31$296,885
Net plan assets at end of year (total assets less liabilities)2011-12-31$4,332,311
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$4,035,426
Assets. Value of assets in partnership/joint-venture interests2011-12-31$42,190
Total contributions received or receivable from employer(s)2011-12-31$64,800
2010 : EMPLOYEES PROFIT SHARING PLAN AND TRUST OF SAM S SLOVEN CPA INC 2010 401k financial data
Total income from all sources2010-12-31$546,013
Total plan assets at end of year2010-12-31$4,035,426
Total plan assets at beginning of year2010-12-31$3,489,413
Value of fidelity bond covering the plan2010-12-31$5,000,000
Other income received2010-12-31$481,693
Net income (gross income less expenses)2010-12-31$546,013
Net plan assets at end of year (total assets less liabilities)2010-12-31$4,035,426
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$3,489,413
Assets. Value of assets in partnership/joint-venture interests2010-12-31$42,190
Total contributions received or receivable from employer(s)2010-12-31$64,320

Form 5500 Responses for EMPLOYEES PROFIT SHARING PLAN AND TRUST OF SAM S SLOVEN CPA INC

2019: EMPLOYEES PROFIT SHARING PLAN AND TRUST OF SAM S SLOVEN CPA INC 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: EMPLOYEES PROFIT SHARING PLAN AND TRUST OF SAM S SLOVEN CPA INC 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: EMPLOYEES PROFIT SHARING PLAN AND TRUST OF SAM S SLOVEN CPA INC 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: EMPLOYEES PROFIT SHARING PLAN AND TRUST OF SAM S SLOVEN CPA INC 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: EMPLOYEES PROFIT SHARING PLAN AND TRUST OF SAM S SLOVEN CPA INC 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: EMPLOYEES PROFIT SHARING PLAN AND TRUST OF SAM S SLOVEN CPA INC 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: EMPLOYEES PROFIT SHARING PLAN AND TRUST OF SAM S SLOVEN CPA INC 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: EMPLOYEES PROFIT SHARING PLAN AND TRUST OF SAM S SLOVEN CPA INC 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: EMPLOYEES PROFIT SHARING PLAN AND TRUST OF SAM S SLOVEN CPA INC 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: EMPLOYEES PROFIT SHARING PLAN AND TRUST OF SAM S SLOVEN CPA INC 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: EMPLOYEES PROFIT SHARING PLAN AND TRUST OF SAM S SLOVEN CPA INC 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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