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ELLS CERTIFIED PUBLIC ACCOUNTANTS & BUSINESS ADVISORS PROFIT-SHARING RETIREMENT PLAN 401k Plan overview

Plan NameELLS CERTIFIED PUBLIC ACCOUNTANTS & BUSINESS ADVISORS PROFIT-SHARING RETIREMENT PLAN
Plan identification number 001

ELLS CERTIFIED PUBLIC ACCOUNTANTS & BUSINESS ADVISORS PROFIT-SHARING RETIREMENT PLAN Benefits

401k Plan TypeDefined 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.
  • 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.
  • 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

ELLS CERTIFIED PUBLIC ACCOUNTANTS & BUSINESS ADVISORS has sponsored the creation of one or more 401k plans.

Company Name:ELLS CERTIFIED PUBLIC ACCOUNTANTS & BUSINESS ADVISORS
Employer identification number (EIN):952771605
NAIC Classification:541211
NAIC Description:Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ELLS CERTIFIED PUBLIC ACCOUNTANTS & BUSINESS ADVISORS PROFIT-SHARING RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012019-01-01
0012018-01-01
0012017-10-01
0012016-10-01
0012015-10-01
0012014-10-01
0012014-10-01
0012013-10-01EDWARD LIEBER2015-05-26 EDWARD LIEBER2015-05-26
0012012-10-01EDWARD LIEBER EDWARD LIEBER2014-07-01
0012011-10-01EDWARD LIEBER EDWARD LIEBER2013-07-02
0012010-10-01EDWARD LIEBER EDWARD LIEBER2012-07-11
0012009-10-01EDWARD LIEBER EDWARD LIEBER2011-06-02
0012008-10-01EDWARD LIEBER EDWARD LIEBER2010-07-07

Plan Statistics for ELLS CERTIFIED PUBLIC ACCOUNTANTS & BUSINESS ADVISORS PROFIT-SHARING RETIREMENT PLAN

401k plan membership statisitcs for ELLS CERTIFIED PUBLIC ACCOUNTANTS & BUSINESS ADVISORS PROFIT-SHARING RETIREMENT PLAN

Measure Date Value
2012: ELLS CERTIFIED PUBLIC ACCOUNTANTS & BUSINESS ADVISORS PROFIT-SHARING RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-10-0128
Total number of active participants reported on line 7a of the Form 55002012-10-0120
Number of retired or separated participants receiving benefits2012-10-019
Total of all active and inactive participants2012-10-0129
Total participants2012-10-0129
Number of participants with account balances2012-10-0129
2011: ELLS CERTIFIED PUBLIC ACCOUNTANTS & BUSINESS ADVISORS PROFIT-SHARING RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-10-0129
Total number of active participants reported on line 7a of the Form 55002011-10-0119
Number of retired or separated participants receiving benefits2011-10-019
Total of all active and inactive participants2011-10-0128
Total participants2011-10-0128
Number of participants with account balances2011-10-0128
2010: ELLS CERTIFIED PUBLIC ACCOUNTANTS & BUSINESS ADVISORS PROFIT-SHARING RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-10-0131
Total number of active participants reported on line 7a of the Form 55002010-10-0126
Number of retired or separated participants receiving benefits2010-10-013
Total of all active and inactive participants2010-10-0129
Total participants2010-10-0129
Number of participants with account balances2010-10-0129
2009: ELLS CERTIFIED PUBLIC ACCOUNTANTS & BUSINESS ADVISORS PROFIT-SHARING RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-10-0133
Total number of active participants reported on line 7a of the Form 55002009-10-0126
Number of retired or separated participants receiving benefits2009-10-014
Total of all active and inactive participants2009-10-0130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-10-011
Total participants2009-10-0131
Number of participants with account balances2009-10-0131
2008: ELLS CERTIFIED PUBLIC ACCOUNTANTS & BUSINESS ADVISORS PROFIT-SHARING RETIREMENT PLAN 2008 401k membership
Total participants, beginning-of-year2008-10-0127
Total number of active participants reported on line 7a of the Form 55002008-10-0129
Number of retired or separated participants receiving benefits2008-10-013
Total of all active and inactive participants2008-10-0132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2008-10-011
Total participants2008-10-0133
Number of participants with account balances2008-10-0133

Financial Data on ELLS CERTIFIED PUBLIC ACCOUNTANTS & BUSINESS ADVISORS PROFIT-SHARING RETIREMENT PLAN

Measure Date Value
2013 : ELLS CERTIFIED PUBLIC ACCOUNTANTS & BUSINESS ADVISORS PROFIT-SHARING RETIREMENT PLAN 2013 401k financial data
Transfers to/from the plan2013-09-30$0
Total income from all sources2013-09-30$767,134
Expenses. Total of all expenses incurred2013-09-30$48,047
Benefits paid (including direct rollovers)2013-09-30$25,567
Total plan assets at end of year2013-09-30$4,874,859
Total plan assets at beginning of year2013-09-30$4,155,772
Value of fidelity bond covering the plan2013-09-30$500,000
Total contributions received or receivable from participants2013-09-30$67,328
Other income received2013-09-30$389,278
Net income (gross income less expenses)2013-09-30$719,087
Net plan assets at end of year (total assets less liabilities)2013-09-30$4,874,859
Net plan assets at beginning of year (total assets less liabilities)2013-09-30$4,155,772
Assets. Value of participant loans2013-09-30$28,604
Total contributions received or receivable from employer(s)2013-09-30$310,528
Expenses. Administrative service providers (salaries,fees and commissions)2013-09-30$22,480
2012 : ELLS CERTIFIED PUBLIC ACCOUNTANTS & BUSINESS ADVISORS PROFIT-SHARING RETIREMENT PLAN 2012 401k financial data
Transfers to/from the plan2012-09-30$15,503
Total income from all sources2012-09-30$776,160
Expenses. Total of all expenses incurred2012-09-30$39,171
Benefits paid (including direct rollovers)2012-09-30$21,299
Total plan assets at end of year2012-09-30$4,155,772
Total plan assets at beginning of year2012-09-30$3,403,280
Value of fidelity bond covering the plan2012-09-30$500,000
Total contributions received or receivable from participants2012-09-30$51,051
Other income received2012-09-30$427,086
Net income (gross income less expenses)2012-09-30$736,989
Net plan assets at end of year (total assets less liabilities)2012-09-30$4,155,772
Net plan assets at beginning of year (total assets less liabilities)2012-09-30$3,403,280
Assets. Value of participant loans2012-09-30$42,807
Total contributions received or receivable from employer(s)2012-09-30$298,023
Expenses. Administrative service providers (salaries,fees and commissions)2012-09-30$17,872
2011 : ELLS CERTIFIED PUBLIC ACCOUNTANTS & BUSINESS ADVISORS PROFIT-SHARING RETIREMENT PLAN 2011 401k financial data
Total income from all sources2011-09-30$302,968
Expenses. Total of all expenses incurred2011-09-30$126,952
Benefits paid (including direct rollovers)2011-09-30$109,693
Total plan assets at end of year2011-09-30$3,403,280
Total plan assets at beginning of year2011-09-30$3,227,264
Value of fidelity bond covering the plan2011-09-30$500,000
Total contributions received or receivable from participants2011-09-30$49,501
Other income received2011-09-30$-50,315
Net income (gross income less expenses)2011-09-30$176,016
Net plan assets at end of year (total assets less liabilities)2011-09-30$3,403,280
Net plan assets at beginning of year (total assets less liabilities)2011-09-30$3,227,264
Assets. Value of participant loans2011-09-30$52,543
Total contributions received or receivable from employer(s)2011-09-30$303,782
Expenses. Administrative service providers (salaries,fees and commissions)2011-09-30$17,259

Form 5500 Responses for ELLS CERTIFIED PUBLIC ACCOUNTANTS & BUSINESS ADVISORS PROFIT-SHARING RETIREMENT PLAN

2012: ELLS CERTIFIED PUBLIC ACCOUNTANTS & BUSINESS ADVISORS PROFIT-SHARING RETIREMENT PLAN 2012 form 5500 responses
2012-10-01Type of plan entitySingle employer plan
2012-10-01Plan funding arrangement – TrustYes
2012-10-01Plan benefit arrangement - TrustYes
2011: ELLS CERTIFIED PUBLIC ACCOUNTANTS & BUSINESS ADVISORS PROFIT-SHARING RETIREMENT PLAN 2011 form 5500 responses
2011-10-01Type of plan entitySingle employer plan
2011-10-01Plan funding arrangement – TrustYes
2011-10-01Plan benefit arrangement - TrustYes
2010: ELLS CERTIFIED PUBLIC ACCOUNTANTS & BUSINESS ADVISORS PROFIT-SHARING RETIREMENT PLAN 2010 form 5500 responses
2010-10-01Type of plan entitySingle employer plan
2010-10-01Plan funding arrangement – TrustYes
2010-10-01Plan benefit arrangement - TrustYes
2009: ELLS CERTIFIED PUBLIC ACCOUNTANTS & BUSINESS ADVISORS PROFIT-SHARING RETIREMENT PLAN 2009 form 5500 responses
2009-10-01Type of plan entitySingle employer plan
2009-10-01This submission is the final filingNo
2009-10-01Plan funding arrangement – TrustYes
2009-10-01Plan benefit arrangement - TrustYes
2008: ELLS CERTIFIED PUBLIC ACCOUNTANTS & BUSINESS ADVISORS PROFIT-SHARING RETIREMENT PLAN 2008 form 5500 responses
2008-10-01Type of plan entitySingle employer plan
2008-10-01This submission is the final filingNo
2008-10-01Plan funding arrangement – TrustYes
2008-10-01Plan benefit arrangement - TrustYes

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