VALENTINE CPA, PC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan VALENTINE CPA PROFIT SHARING PLAN
Measure | Date | Value |
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2022: VALENTINE CPA PROFIT SHARING PLAN 2022 401k membership |
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Total participants, beginning-of-year | 2022-01-01 | 7 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 8 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 3 |
Total of all active and inactive participants | 2022-01-01 | 11 |
Total participants | 2022-01-01 | 11 |
Number of participants with account balances | 2022-01-01 | 11 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 1 |
2021: VALENTINE CPA PROFIT SHARING PLAN 2021 401k membership |
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Total participants, beginning-of-year | 2021-01-01 | 13 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 7 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 6 |
Total of all active and inactive participants | 2021-01-01 | 13 |
Total participants | 2021-01-01 | 13 |
Number of participants with account balances | 2021-01-01 | 13 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: VALENTINE CPA PROFIT SHARING PLAN 2020 401k membership |
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Total participants, beginning-of-year | 2020-01-01 | 14 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 16 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 1 |
Total of all active and inactive participants | 2020-01-01 | 17 |
Total participants | 2020-01-01 | 17 |
Number of participants with account balances | 2020-01-01 | 17 |
2019: VALENTINE CPA PROFIT SHARING PLAN 2019 401k membership |
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Total participants, beginning-of-year | 2019-01-01 | 13 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 13 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 1 |
Total of all active and inactive participants | 2019-01-01 | 14 |
Total participants | 2019-01-01 | 14 |
Number of participants with account balances | 2019-01-01 | 14 |
2018: VALENTINE CPA PROFIT SHARING PLAN 2018 401k membership |
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Total participants, beginning-of-year | 2018-01-01 | 13 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 12 |
Total of all active and inactive participants | 2018-01-01 | 12 |
Total participants | 2018-01-01 | 12 |
Number of participants with account balances | 2018-01-01 | 12 |
2017: VALENTINE CPA PROFIT SHARING PLAN 2017 401k membership |
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Total participants, beginning-of-year | 2017-01-01 | 11 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 13 |
Total of all active and inactive participants | 2017-01-01 | 13 |
Total participants | 2017-01-01 | 13 |
2016: VALENTINE CPA PROFIT SHARING PLAN 2016 401k membership |
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Total participants, beginning-of-year | 2016-01-01 | 12 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 11 |
Total of all active and inactive participants | 2016-01-01 | 11 |
Total participants | 2016-01-01 | 11 |
2015: VALENTINE CPA PROFIT SHARING PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 9 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 10 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 3 |
Total of all active and inactive participants | 2015-01-01 | 13 |
Total participants | 2015-01-01 | 13 |
Number of participants with account balances | 2015-01-01 | 13 |
2014: VALENTINE CPA PROFIT SHARING PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 0 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 9 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 2 |
Total of all active and inactive participants | 2014-01-01 | 11 |
Total participants | 2014-01-01 | 11 |
Number of participants with account balances | 2014-01-01 | 11 |
2013: VALENTINE CPA PROFIT SHARING PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 11 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 9 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 2 |
Total of all active and inactive participants | 2013-01-01 | 11 |
Total participants | 2013-01-01 | 11 |
Number of participants with account balances | 2013-01-01 | 11 |
2012: VALENTINE CPA PROFIT SHARING PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 10 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 9 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 1 |
Total of all active and inactive participants | 2012-01-01 | 10 |
Total participants | 2012-01-01 | 10 |
Number of participants with account balances | 2012-01-01 | 10 |
2009: VALENTINE CPA PROFIT SHARING PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 8 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 8 |
Total of all active and inactive participants | 2009-01-01 | 8 |
Total participants | 2009-01-01 | 8 |
Number of participants with account balances | 2009-01-01 | 8 |
Measure | Date | Value |
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2022 : VALENTINE CPA PROFIT SHARING PLAN 2022 401k financial data |
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Total income from all sources | 2022-12-31 | $-25,637 |
Expenses. Total of all expenses incurred | 2022-12-31 | $2,713 |
Total plan assets at end of year | 2022-12-31 | $552,565 |
Total plan assets at beginning of year | 2022-12-31 | $580,915 |
Value of fidelity bond covering the plan | 2022-12-31 | $50,000 |
Total contributions received or receivable from participants | 2022-12-31 | $11,578 |
Other income received | 2022-12-31 | $-83,531 |
Net income (gross income less expenses) | 2022-12-31 | $-28,350 |
Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $552,565 |
Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $580,915 |
Total contributions received or receivable from employer(s) | 2022-12-31 | $46,316 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $2,713 |
2021 : VALENTINE CPA PROFIT SHARING PLAN 2021 401k financial data |
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Total income from all sources | 2021-12-31 | $162,908 |
Expenses. Total of all expenses incurred | 2021-12-31 | $1,801 |
Total plan assets at end of year | 2021-12-31 | $593,844 |
Total plan assets at beginning of year | 2021-12-31 | $432,737 |
Value of fidelity bond covering the plan | 2021-12-31 | $50,000 |
Total contributions received or receivable from participants | 2021-12-31 | $66,845 |
Other income received | 2021-12-31 | $64,062 |
Net income (gross income less expenses) | 2021-12-31 | $161,107 |
Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $593,844 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $432,737 |
Total contributions received or receivable from employer(s) | 2021-12-31 | $32,001 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $1,801 |
2020 : VALENTINE CPA PROFIT SHARING PLAN 2020 401k financial data |
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Total income from all sources | 2020-12-31 | $91,573 |
Expenses. Total of all expenses incurred | 2020-12-31 | $831 |
Total plan assets at end of year | 2020-12-31 | $432,737 |
Total plan assets at beginning of year | 2020-12-31 | $341,995 |
Value of fidelity bond covering the plan | 2020-12-31 | $50,000 |
Total contributions received or receivable from participants | 2020-12-31 | $7,051 |
Other income received | 2020-12-31 | $44,571 |
Net income (gross income less expenses) | 2020-12-31 | $90,742 |
Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $432,737 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $341,995 |
Total contributions received or receivable from employer(s) | 2020-12-31 | $39,951 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $831 |
2019 : VALENTINE CPA PROFIT SHARING PLAN 2019 401k financial data |
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Total income from all sources | 2019-12-31 | $99,861 |
Expenses. Total of all expenses incurred | 2019-12-31 | $1,244 |
Benefits paid (including direct rollovers) | 2019-12-31 | $546 |
Total plan assets at end of year | 2019-12-31 | $341,995 |
Total plan assets at beginning of year | 2019-12-31 | $243,378 |
Value of fidelity bond covering the plan | 2019-12-31 | $50,000 |
Total contributions received or receivable from participants | 2019-12-31 | $7,988 |
Other income received | 2019-12-31 | $55,482 |
Net income (gross income less expenses) | 2019-12-31 | $98,617 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $341,995 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $243,378 |
Total contributions received or receivable from employer(s) | 2019-12-31 | $36,391 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $698 |
2018 : VALENTINE CPA PROFIT SHARING PLAN 2018 401k financial data |
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Total income from all sources | 2018-12-31 | $18,241 |
Expenses. Total of all expenses incurred | 2018-12-31 | $310,952 |
Benefits paid (including direct rollovers) | 2018-12-31 | $310,598 |
Total plan assets at end of year | 2018-12-31 | $243,378 |
Total plan assets at beginning of year | 2018-12-31 | $536,089 |
Value of fidelity bond covering the plan | 2018-12-31 | $50,000 |
Total contributions received or receivable from participants | 2018-12-31 | $35,918 |
Expenses. Other expenses not covered elsewhere | 2018-12-31 | $354 |
Other income received | 2018-12-31 | $-25,561 |
Net income (gross income less expenses) | 2018-12-31 | $-292,711 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $243,378 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $536,089 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $7,884 |
2017 : VALENTINE CPA PROFIT SHARING PLAN 2017 401k financial data |
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Total income from all sources | 2017-12-31 | $17,453 |
Total plan assets at end of year | 2017-12-31 | $536,089 |
Total plan assets at beginning of year | 2017-12-31 | $518,636 |
Total contributions received or receivable from participants | 2017-12-31 | $46,778 |
Other income received | 2017-12-31 | $-44,334 |
Net income (gross income less expenses) | 2017-12-31 | $17,453 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $536,089 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $518,636 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $15,009 |
2016 : VALENTINE CPA PROFIT SHARING PLAN 2016 401k financial data |
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Total income from all sources | 2016-12-31 | $103,880 |
Expenses. Total of all expenses incurred | 2016-12-31 | $7,003 |
Benefits paid (including direct rollovers) | 2016-12-31 | $6,808 |
Total plan assets at end of year | 2016-12-31 | $518,636 |
Total plan assets at beginning of year | 2016-12-31 | $421,759 |
Total contributions received or receivable from participants | 2016-12-31 | $51,173 |
Expenses. Other expenses not covered elsewhere | 2016-12-31 | $195 |
Other income received | 2016-12-31 | $35,114 |
Net income (gross income less expenses) | 2016-12-31 | $96,877 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $518,636 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $421,759 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $17,593 |
2015 : VALENTINE CPA PROFIT SHARING PLAN 2015 401k financial data |
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Total income from all sources | 2015-12-31 | $-16,116 |
Expenses. Total of all expenses incurred | 2015-12-31 | $184 |
Total plan assets at end of year | 2015-12-31 | $421,759 |
Total plan assets at beginning of year | 2015-12-31 | $438,059 |
Total contributions received or receivable from participants | 2015-12-31 | $27,052 |
Expenses. Other expenses not covered elsewhere | 2015-12-31 | $184 |
Other income received | 2015-12-31 | $-78,876 |
Net income (gross income less expenses) | 2015-12-31 | $-16,300 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $421,759 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $438,059 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $35,708 |
2014 : VALENTINE CPA PROFIT SHARING PLAN 2014 401k financial data |
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Total income from all sources | 2014-12-31 | $4,837 |
Expenses. Total of all expenses incurred | 2014-12-31 | $281 |
Total plan assets at end of year | 2014-12-31 | $438,059 |
Total plan assets at beginning of year | 2014-12-31 | $433,503 |
Total contributions received or receivable from participants | 2014-12-31 | $51,728 |
Expenses. Other expenses not covered elsewhere | 2014-12-31 | $281 |
Other income received | 2014-12-31 | $-58,246 |
Net income (gross income less expenses) | 2014-12-31 | $4,556 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $438,059 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $433,503 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $11,355 |
2013 : VALENTINE CPA PROFIT SHARING PLAN 2013 401k financial data |
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Total income from all sources | 2013-12-31 | $64,621 |
Expenses. Total of all expenses incurred | 2013-12-31 | $5,473 |
Benefits paid (including direct rollovers) | 2013-12-31 | $5,000 |
Total plan assets at end of year | 2013-12-31 | $433,503 |
Total plan assets at beginning of year | 2013-12-31 | $374,355 |
Total contributions received or receivable from participants | 2013-12-31 | $52,346 |
Expenses. Other expenses not covered elsewhere | 2013-12-31 | $473 |
Other income received | 2013-12-31 | $804 |
Net income (gross income less expenses) | 2013-12-31 | $59,148 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $433,503 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $374,355 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $11,471 |
2012 : VALENTINE CPA PROFIT SHARING PLAN 2012 401k financial data |
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Total income from all sources | 2012-12-31 | $112,592 |
Expenses. Total of all expenses incurred | 2012-12-31 | $365 |
Total plan assets at end of year | 2012-12-31 | $450,802 |
Total plan assets at beginning of year | 2012-12-31 | $338,575 |
Value of fidelity bond covering the plan | 2012-12-31 | $50,000 |
Total contributions received or receivable from participants | 2012-12-31 | $52,620 |
Expenses. Other expenses not covered elsewhere | 2012-12-31 | $365 |
Other income received | 2012-12-31 | $48,718 |
Net income (gross income less expenses) | 2012-12-31 | $112,227 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $450,802 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $338,575 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $11,254 |
2011 : VALENTINE CPA PROFIT SHARING PLAN 2011 401k financial data |
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Transfers to/from the plan | 2011-12-31 | $38,991 |
Total income from all sources | 2011-12-31 | $27,357 |
Expenses. Total of all expenses incurred | 2011-12-31 | $238 |
Total plan assets at end of year | 2011-12-31 | $338,575 |
Total plan assets at beginning of year | 2011-12-31 | $272,465 |
Total contributions received or receivable from participants | 2011-12-31 | $51,552 |
Expenses. Other expenses not covered elsewhere | 2011-12-31 | $238 |
Other income received | 2011-12-31 | $-34,572 |
Net income (gross income less expenses) | 2011-12-31 | $27,119 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $338,575 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $272,465 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $10,377 |
2010 : VALENTINE CPA PROFIT SHARING PLAN 2010 401k financial data |
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Total income from all sources | 2010-12-31 | $97,757 |
Total plan assets at end of year | 2010-12-31 | $272,465 |
Total plan assets at beginning of year | 2010-12-31 | $174,708 |
Value of fidelity bond covering the plan | 2010-12-31 | $20,000 |
Total contributions received or receivable from participants | 2010-12-31 | $50,017 |
Other income received | 2010-12-31 | $39,309 |
Net income (gross income less expenses) | 2010-12-31 | $97,757 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $272,465 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $174,708 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $8,431 |
2022: VALENTINE CPA PROFIT SHARING PLAN 2022 form 5500 responses |
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2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Submission has been amended | No |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: VALENTINE CPA PROFIT SHARING PLAN 2021 form 5500 responses |
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2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: VALENTINE CPA PROFIT SHARING PLAN 2020 form 5500 responses |
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2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: VALENTINE CPA PROFIT SHARING PLAN 2019 form 5500 responses |
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2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: VALENTINE CPA PROFIT SHARING PLAN 2018 form 5500 responses |
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2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: VALENTINE CPA PROFIT SHARING PLAN 2017 form 5500 responses |
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2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: VALENTINE CPA PROFIT SHARING PLAN 2016 form 5500 responses |
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2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: VALENTINE CPA PROFIT SHARING PLAN 2015 form 5500 responses |
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2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: VALENTINE CPA PROFIT SHARING PLAN 2014 form 5500 responses |
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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: VALENTINE CPA PROFIT SHARING PLAN 2013 form 5500 responses |
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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: VALENTINE CPA PROFIT SHARING PLAN 2012 form 5500 responses |
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2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2009: VALENTINE CPA PROFIT SHARING PLAN 2009 form 5500 responses |
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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 |