401k Plan data: CANEPA, APC., SCOTT K. CANEPA RIEDY ABELE & COSTELLO plan

CANEPA, APC., SCOTT K. CANEPA RIEDY ABELE & COSTELLO 401k Plan overview

Plan Name	CANEPA, APC., SCOTT K. CANEPA RIEDY ABELE & COSTELLO
Plan identification number	002

CANEPA, APC., SCOTT K. CANEPA RIEDY ABELE & COSTELLO 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.
Participant-directed brokerage accounts provided as an investment option under the plan.
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

SCOTT K. CANEPA APC has sponsored the creation of one or more 401k plans.

Company Name: SCOTT K. CANEPA APC

Employer identification number (EIN): 880514237

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CANEPA, APC., SCOTT K. CANEPA RIEDY ABELE & COSTELLO

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01 CATHERINE BOURN 2023-07-06 CATHERINE BOURN 2023-07-06
002 2021-01-01 CATHERINE BOURN 2022-06-28 CATHERINE BOURN 2022-06-28
002 2020-01-01 CATHERINE BOURN 2021-06-21 CATHERINE BOURN 2021-06-21
002 2019-01-01 SCOTT K. CANEPA 2020-06-30 SCOTT K. CANEPA 2020-06-30
002 2018-01-01 SCOTT K. CANEPA 2019-07-15 SCOTT K. CANEPA 2019-07-15
002 2017-01-01 SCOTT K. CANEPA 2018-06-18 SCOTT K. CANEPA 2018-06-18
002 2016-01-01 SCOTT K. CANEPA 2017-07-07 SCOTT K. CANEPA 2017-07-12
002 2015-01-01 SCOTT K. CANEPA SCOTT K. CANEPA 2016-07-27
002 2014-01-01 SCOTT CANEPA SCOTT CANEPA 2015-07-30
002 2013-01-01 SCOTT CANEPA SCOTT CANEPA 2014-07-30
002 2012-01-01 SCOTT K. CANEPA SCOTT K. CANEPA 2013-07-22

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2022-01-01	CATHERINE BOURN	2023-07-06	CATHERINE BOURN	2023-07-06
002	2021-01-01	CATHERINE BOURN	2022-06-28	CATHERINE BOURN	2022-06-28
002	2020-01-01	CATHERINE BOURN	2021-06-21	CATHERINE BOURN	2021-06-21
002	2019-01-01	SCOTT K. CANEPA	2020-06-30	SCOTT K. CANEPA	2020-06-30
002	2018-01-01	SCOTT K. CANEPA	2019-07-15	SCOTT K. CANEPA	2019-07-15
002	2017-01-01	SCOTT K. CANEPA	2018-06-18	SCOTT K. CANEPA	2018-06-18
002	2016-01-01	SCOTT K. CANEPA	2017-07-07	SCOTT K. CANEPA	2017-07-12
002	2015-01-01	SCOTT K. CANEPA		SCOTT K. CANEPA	2016-07-27
002	2014-01-01	SCOTT CANEPA		SCOTT CANEPA	2015-07-30
002	2013-01-01	SCOTT CANEPA		SCOTT CANEPA	2014-07-30
002	2012-01-01	SCOTT K. CANEPA		SCOTT K. CANEPA	2013-07-22

Plan Statistics for CANEPA, APC., SCOTT K. CANEPA RIEDY ABELE & COSTELLO

401k plan membership statisitcs for CANEPA, APC., SCOTT K. CANEPA RIEDY ABELE & COSTELLO

Measure Date Value
2015: CANEPA, APC., SCOTT K. CANEPA RIEDY ABELE & COSTELLO 2015 401k membership
Total participants, beginning-of-year 2015-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 5
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 1
Total of all active and inactive participants 2015-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 6
Number of participants with account balances 2015-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: CANEPA, APC., SCOTT K. CANEPA RIEDY ABELE & COSTELLO 2014 401k membership
Total participants, beginning-of-year 2014-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 5
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 1
Total of all active and inactive participants 2014-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 6
Number of participants with account balances 2014-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: CANEPA, APC., SCOTT K. CANEPA RIEDY ABELE & COSTELLO 2013 401k membership
Total participants, beginning-of-year 2013-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 10
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 2
Total of all active and inactive participants 2013-01-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 12
Number of participants with account balances 2013-01-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: CANEPA, APC., SCOTT K. CANEPA RIEDY ABELE & COSTELLO 2012 401k membership
Total participants, beginning-of-year 2012-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 6
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 2
Total of all active and inactive participants 2012-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 8
Number of participants with account balances 2012-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0

Measure	Date	Value
2015: CANEPA, APC., SCOTT K. CANEPA RIEDY ABELE & COSTELLO 2015 401k membership
Total participants, beginning-of-year	2015-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	5
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	1
Total of all active and inactive participants	2015-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	6
Number of participants with account balances	2015-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: CANEPA, APC., SCOTT K. CANEPA RIEDY ABELE & COSTELLO 2014 401k membership
Total participants, beginning-of-year	2014-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	5
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	1
Total of all active and inactive participants	2014-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	6
Number of participants with account balances	2014-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: CANEPA, APC., SCOTT K. CANEPA RIEDY ABELE & COSTELLO 2013 401k membership
Total participants, beginning-of-year	2013-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	10
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	2
Total of all active and inactive participants	2013-01-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	12
Number of participants with account balances	2013-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: CANEPA, APC., SCOTT K. CANEPA RIEDY ABELE & COSTELLO 2012 401k membership
Total participants, beginning-of-year	2012-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	6
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	2
Total of all active and inactive participants	2012-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	8
Number of participants with account balances	2012-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0

Financial Data on CANEPA, APC., SCOTT K. CANEPA RIEDY ABELE & COSTELLO

Measure	Date	Value
2015 : CANEPA, APC., SCOTT K. CANEPA RIEDY ABELE & COSTELLO 2015 401k financial data
Total income from all sources	2015-12-31	$5,658
Expenses. Total of all expenses incurred	2015-12-31	$76
Total plan assets at end of year	2015-12-31	$69,035
Total plan assets at beginning of year	2015-12-31	$63,453
Value of fidelity bond covering the plan	2015-12-31	$100,000
Total contributions received or receivable from participants	2015-12-31	$6,500
Expenses. Other expenses not covered elsewhere	2015-12-31	$76
Other income received	2015-12-31	$-842
Net income (gross income less expenses)	2015-12-31	$5,582
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$69,035
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$63,453
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : CANEPA, APC., SCOTT K. CANEPA RIEDY ABELE & COSTELLO 2014 401k financial data
Total income from all sources	2014-12-31	$-4,845
Expenses. Total of all expenses incurred	2014-12-31	$6,586
Benefits paid (including direct rollovers)	2014-12-31	$6,530
Total plan assets at end of year	2014-12-31	$63,453
Total plan assets at beginning of year	2014-12-31	$74,884
Total contributions received or receivable from participants	2014-12-31	$6,943
Expenses. Other expenses not covered elsewhere	2014-12-31	$56
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$-11,788
Net income (gross income less expenses)	2014-12-31	$-11,431
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$63,453
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$74,884
Assets. Value of participant loans	2014-12-31	$0
Total contributions received or receivable from employer(s)	2014-12-31	$0
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2014-12-31	$0
Minimum employer required contribution for this plan year	2014-12-31	$0
Amount contributed by the employer to the plan for this plan year	2014-12-31	$0
2013 : CANEPA, APC., SCOTT K. CANEPA RIEDY ABELE & COSTELLO 2013 401k financial data
Total income from all sources	2013-12-31	$21,903
Expenses. Total of all expenses incurred	2013-12-31	$44,479
Benefits paid (including direct rollovers)	2013-12-31	$44,479
Total plan assets at end of year	2013-12-31	$59,520
Total plan assets at beginning of year	2013-12-31	$82,096
Total contributions received or receivable from participants	2013-12-31	$7,604
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$1,300
Other income received	2013-12-31	$12,999
Net income (gross income less expenses)	2013-12-31	$-22,576
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$59,520
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$82,096
Assets. Value of participant loans	2013-12-31	$0
Total contributions received or receivable from employer(s)	2013-12-31	$0
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2013-12-31	$0
Minimum employer required contribution for this plan year	2013-12-31	$0
Amount contributed by the employer to the plan for this plan year	2013-12-31	$0
2012 : CANEPA, APC., SCOTT K. CANEPA RIEDY ABELE & COSTELLO 2012 401k financial data
Total income from all sources	2012-12-31	$18,132
Expenses. Total of all expenses incurred	2012-12-31	$8,631
Benefits paid (including direct rollovers)	2012-12-31	$8,631
Total plan assets at end of year	2012-12-31	$82,096
Total plan assets at beginning of year	2012-12-31	$72,595
Total contributions received or receivable from participants	2012-12-31	$8,995
Expenses. Other expenses not covered elsewhere	2012-12-31	$0
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$9,137
Net income (gross income less expenses)	2012-12-31	$9,501
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$82,096
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$72,595
Assets. Value of participant loans	2012-12-31	$0
Total contributions received or receivable from employer(s)	2012-12-31	$0
Value of certain deemed distributions of participant loans	2012-12-31	$0
Value of corrective distributions	2012-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2012-12-31	$0
Minimum employer required contribution for this plan year	2012-12-31	$0
Amount contributed by the employer to the plan for this plan year	2012-12-31	$0

Form 5500 Responses for CANEPA, APC., SCOTT K. CANEPA RIEDY ABELE & COSTELLO

2015: CANEPA, APC., SCOTT K. CANEPA RIEDY ABELE & COSTELLO 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
2014: CANEPA, APC., SCOTT K. CANEPA RIEDY ABELE & COSTELLO 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: CANEPA, APC., SCOTT K. CANEPA RIEDY ABELE & COSTELLO 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: CANEPA, APC., SCOTT K. CANEPA RIEDY ABELE & COSTELLO 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

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	SCOTT K. CANEPA APC
Employer identification number (EIN):	880514237
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers