401k Plan data: MARTIN L SHALLON CPA DEFINED CONTRIBUTION PROFIT SHARING PLAN plan

MARTIN L SHALLON CPA DEFINED CONTRIBUTION PROFIT SHARING PLAN 401k Plan overview

Plan Name	MARTIN L SHALLON CPA DEFINED CONTRIBUTION PROFIT SHARING PLAN
Plan identification number	002

MARTIN L SHALLON CPA DEFINED CONTRIBUTION PROFIT SHARING PLAN Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	Profit-sharing Plan covering Self-Employed individuals.

401k Sponsoring company profile

MARTIN L SHALLON, CPA has sponsored the creation of one or more 401k plans.

Company Name: MARTIN L SHALLON, CPA

Employer identification number (EIN): 953548944

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MARTIN L SHALLON CPA DEFINED CONTRIBUTION PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01
002 2017-01-01 MARTIN L. SHALLON MARTIN L. SHALLON 2018-10-15
002 2016-01-01 MARTIN L. SHALLON MARTIN L SHALLON 2017-10-15
002 2015-01-01 MARTIN L. SHALLON MARTIN L SHALLON 2016-10-16
002 2014-01-01 MARTIN L. SHALLON MARTIN L SHALLON 2015-10-14
002 2013-01-01 MARTIN L. SHALLON MARTIN L SHALLON 2014-10-13
002 2012-01-01 MARTIN L. SHALLON MARTIN L SHALLON 2013-10-15
002 2011-01-01 MARTIN L. SHALLON MARTIN L SHALLON 2012-10-11
002 2010-01-01 MARTIN L. SHALLON MARTIN L SHALLON 2011-10-13
002 2009-01-01 MARTIN L. SHALLON MARTIN L SHALLON 2010-10-14

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
002	2021-01-01
002	2020-01-01
002	2019-01-01
002	2018-01-01
002	2017-01-01	MARTIN L. SHALLON	MARTIN L. SHALLON	2018-10-15
002	2016-01-01	MARTIN L. SHALLON	MARTIN L SHALLON	2017-10-15
002	2015-01-01	MARTIN L. SHALLON	MARTIN L SHALLON	2016-10-16
002	2014-01-01	MARTIN L. SHALLON	MARTIN L SHALLON	2015-10-14
002	2013-01-01	MARTIN L. SHALLON	MARTIN L SHALLON	2014-10-13
002	2012-01-01	MARTIN L. SHALLON	MARTIN L SHALLON	2013-10-15
002	2011-01-01	MARTIN L. SHALLON	MARTIN L SHALLON	2012-10-11
002	2010-01-01	MARTIN L. SHALLON	MARTIN L SHALLON	2011-10-13
002	2009-01-01	MARTIN L. SHALLON	MARTIN L SHALLON	2010-10-14

Plan Statistics for MARTIN L SHALLON CPA DEFINED CONTRIBUTION PROFIT SHARING PLAN

401k plan membership statisitcs for MARTIN L SHALLON CPA DEFINED CONTRIBUTION PROFIT SHARING PLAN

Measure Date Value
2021: MARTIN L SHALLON CPA DEFINED CONTRIBUTION PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 0
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 0
Total of all active and inactive participants 2021-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 0
Number of participants with account balances 2021-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: MARTIN L SHALLON CPA DEFINED CONTRIBUTION PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 5
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 0
Total of all active and inactive participants 2020-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 5
Number of participants with account balances 2020-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: MARTIN L SHALLON CPA DEFINED CONTRIBUTION PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 5
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 0
Total of all active and inactive participants 2019-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 5
Number of participants with account balances 2019-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: MARTIN L SHALLON CPA DEFINED CONTRIBUTION PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 5
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 0
Total of all active and inactive participants 2018-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 5
Number of participants with account balances 2018-01-01 5
2017: MARTIN L SHALLON CPA DEFINED CONTRIBUTION PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 5
Number of retired or separated participants receiving benefits 2017-01-01 1
Number of other retired or separated participants entitled to future benefits 2017-01-01 0
Total of all active and inactive participants 2017-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 6
Number of participants with account balances 2017-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: MARTIN L SHALLON CPA DEFINED CONTRIBUTION PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 5
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 1
Total of all active and inactive participants 2016-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 6
Number of participants with account balances 2016-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 1
2015: MARTIN L SHALLON CPA DEFINED CONTRIBUTION PROFIT SHARING PLAN 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 6
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 0
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 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: MARTIN L SHALLON CPA DEFINED CONTRIBUTION PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 6
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 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 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: MARTIN L SHALLON CPA DEFINED CONTRIBUTION PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 4
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 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 4
Number of participants with account balances 2013-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: MARTIN L SHALLON CPA DEFINED CONTRIBUTION PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 4
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 0
Total of all active and inactive participants 2012-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 4
Number of participants with account balances 2012-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: MARTIN L SHALLON CPA DEFINED CONTRIBUTION PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 4
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 0
Total of all active and inactive participants 2011-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 4
Number of participants with account balances 2011-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: MARTIN L SHALLON CPA DEFINED CONTRIBUTION PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 4
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 0
Total of all active and inactive participants 2010-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 4
Number of participants with account balances 2010-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 1
2009: MARTIN L SHALLON CPA DEFINED CONTRIBUTION PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 5
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 0
Total of all active and inactive participants 2009-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 5
Number of participants with account balances 2009-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2021: MARTIN L SHALLON CPA DEFINED CONTRIBUTION PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	0
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	0
Total of all active and inactive participants	2021-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	0
Number of participants with account balances	2021-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: MARTIN L SHALLON CPA DEFINED CONTRIBUTION PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	5
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	0
Total of all active and inactive participants	2020-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	5
Number of participants with account balances	2020-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: MARTIN L SHALLON CPA DEFINED CONTRIBUTION PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	5
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	0
Total of all active and inactive participants	2019-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	5
Number of participants with account balances	2019-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: MARTIN L SHALLON CPA DEFINED CONTRIBUTION PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	5
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	0
Total of all active and inactive participants	2018-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	5
Number of participants with account balances	2018-01-01	5
2017: MARTIN L SHALLON CPA DEFINED CONTRIBUTION PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	5
Number of retired or separated participants receiving benefits	2017-01-01	1
Number of other retired or separated participants entitled to future benefits	2017-01-01	0
Total of all active and inactive participants	2017-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	6
Number of participants with account balances	2017-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: MARTIN L SHALLON CPA DEFINED CONTRIBUTION PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	5
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	1
Total of all active and inactive participants	2016-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	6
Number of participants with account balances	2016-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	1
2015: MARTIN L SHALLON CPA DEFINED CONTRIBUTION PROFIT SHARING PLAN 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	6
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	0
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	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: MARTIN L SHALLON CPA DEFINED CONTRIBUTION PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	6
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	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	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: MARTIN L SHALLON CPA DEFINED CONTRIBUTION PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	4
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	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	4
Number of participants with account balances	2013-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: MARTIN L SHALLON CPA DEFINED CONTRIBUTION PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	4
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	0
Total of all active and inactive participants	2012-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	4
Number of participants with account balances	2012-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: MARTIN L SHALLON CPA DEFINED CONTRIBUTION PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	4
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	0
Total of all active and inactive participants	2011-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	4
Number of participants with account balances	2011-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: MARTIN L SHALLON CPA DEFINED CONTRIBUTION PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	4
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	0
Total of all active and inactive participants	2010-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	4
Number of participants with account balances	2010-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	1
2009: MARTIN L SHALLON CPA DEFINED CONTRIBUTION PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	5
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	0
Total of all active and inactive participants	2009-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	5
Number of participants with account balances	2009-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on MARTIN L SHALLON CPA DEFINED CONTRIBUTION PROFIT SHARING PLAN

Measure	Date	Value
2021 : MARTIN L SHALLON CPA DEFINED CONTRIBUTION PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$6,070
Expenses. Total of all expenses incurred	2021-12-31	$13,807
Benefits paid (including direct rollovers)	2021-12-31	$13,707
Total plan assets at end of year	2021-12-31	$0
Total plan assets at beginning of year	2021-12-31	$7,737
Value of fidelity bond covering the plan	2021-12-31	$275,000
Other income received	2021-12-31	$6,070
Net income (gross income less expenses)	2021-12-31	$-7,737
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$7,737
Assets. Value of assets in partnership/joint-venture interests	2021-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$100
2020 : MARTIN L SHALLON CPA DEFINED CONTRIBUTION PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$250,968
Expenses. Total of all expenses incurred	2020-12-31	$2,901,369
Benefits paid (including direct rollovers)	2020-12-31	$2,890,000
Total plan assets at end of year	2020-12-31	$7,737
Total plan assets at beginning of year	2020-12-31	$2,658,138
Value of fidelity bond covering the plan	2020-12-31	$275,000
Other income received	2020-12-31	$250,968
Net income (gross income less expenses)	2020-12-31	$-2,650,401
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$7,737
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$2,658,138
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$11,369
2019 : MARTIN L SHALLON CPA DEFINED CONTRIBUTION PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$469,245
Expenses. Total of all expenses incurred	2019-12-31	$11,344
Total plan assets at end of year	2019-12-31	$2,658,138
Total plan assets at beginning of year	2019-12-31	$2,200,237
Value of fidelity bond covering the plan	2019-12-31	$275,000
Other income received	2019-12-31	$469,245
Net income (gross income less expenses)	2019-12-31	$457,901
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$2,658,138
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$2,200,237
Assets. Value of assets in partnership/joint-venture interests	2019-12-31	$27,346
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$11,344
2018 : MARTIN L SHALLON CPA DEFINED CONTRIBUTION PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$-66,700
Expenses. Total of all expenses incurred	2018-12-31	$10,764
Total plan assets at end of year	2018-12-31	$2,200,237
Total plan assets at beginning of year	2018-12-31	$2,277,701
Value of fidelity bond covering the plan	2018-12-31	$275,000
Other income received	2018-12-31	$-94,700
Net income (gross income less expenses)	2018-12-31	$-77,464
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$2,200,237
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$2,277,701
Assets. Value of assets in partnership/joint-venture interests	2018-12-31	$25,651
Total contributions received or receivable from employer(s)	2018-12-31	$28,000
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$10,764
2017 : MARTIN L SHALLON CPA DEFINED CONTRIBUTION PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$277,529
Expenses. Total of all expenses incurred	2017-12-31	$11,450
Benefits paid (including direct rollovers)	2017-12-31	$1,155
Total plan assets at end of year	2017-12-31	$2,277,701
Total plan assets at beginning of year	2017-12-31	$2,011,622
Value of fidelity bond covering the plan	2017-12-31	$180,000
Other income received	2017-12-31	$250,429
Net income (gross income less expenses)	2017-12-31	$266,079
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$2,277,701
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$2,011,622
Assets. Value of assets in partnership/joint-venture interests	2017-12-31	$24,798
Total contributions received or receivable from employer(s)	2017-12-31	$27,100
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$10,295
2016 : MARTIN L SHALLON CPA DEFINED CONTRIBUTION PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$154,212
Expenses. Total of all expenses incurred	2016-12-31	$9,829
Total plan assets at end of year	2016-12-31	$2,011,622
Total plan assets at beginning of year	2016-12-31	$1,867,239
Value of fidelity bond covering the plan	2016-12-31	$180,000
Other income received	2016-12-31	$127,812
Net income (gross income less expenses)	2016-12-31	$144,383
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$2,011,622
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$1,867,239
Assets. Value of assets in partnership/joint-venture interests	2016-12-31	$25,268
Total contributions received or receivable from employer(s)	2016-12-31	$26,400
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$9,829
2015 : MARTIN L SHALLON CPA DEFINED CONTRIBUTION PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$16,429
Expenses. Total of all expenses incurred	2015-12-31	$10,065
Total plan assets at end of year	2015-12-31	$1,867,239
Total plan assets at beginning of year	2015-12-31	$1,860,875
Value of fidelity bond covering the plan	2015-12-31	$180,000
Other income received	2015-12-31	$-9,271
Net income (gross income less expenses)	2015-12-31	$6,364
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$1,867,239
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$1,860,875
Assets. Value of assets in partnership/joint-venture interests	2015-12-31	$37,020
Total contributions received or receivable from employer(s)	2015-12-31	$25,700
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$10,065
2014 : MARTIN L SHALLON CPA DEFINED CONTRIBUTION PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$99,844
Expenses. Total of all expenses incurred	2014-12-31	$5,547
Total plan assets at end of year	2014-12-31	$1,860,875
Total plan assets at beginning of year	2014-12-31	$1,766,578
Value of fidelity bond covering the plan	2014-12-31	$180,000
Other income received	2014-12-31	$73,844
Net income (gross income less expenses)	2014-12-31	$94,297
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,860,875
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,766,578
Assets. Value of assets in partnership/joint-venture interests	2014-12-31	$37,923
Total contributions received or receivable from employer(s)	2014-12-31	$26,000
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$5,547
2013 : MARTIN L SHALLON CPA DEFINED CONTRIBUTION PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$41,114
Expenses. Total of all expenses incurred	2013-12-31	$584
Total plan assets at end of year	2013-12-31	$1,766,578
Total plan assets at beginning of year	2013-12-31	$1,726,048
Value of fidelity bond covering the plan	2013-12-31	$180,000
Other income received	2013-12-31	$16,814
Net income (gross income less expenses)	2013-12-31	$40,530
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,766,578
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,726,048
Assets. Value of assets in partnership/joint-venture interests	2013-12-31	$61,812
Total contributions received or receivable from employer(s)	2013-12-31	$24,300
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$584
2012 : MARTIN L SHALLON CPA DEFINED CONTRIBUTION PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$129,165
Expenses. Total of all expenses incurred	2012-12-31	$1,196
Total plan assets at end of year	2012-12-31	$1,726,048
Total plan assets at beginning of year	2012-12-31	$1,598,079
Value of fidelity bond covering the plan	2012-12-31	$180,000
Other income received	2012-12-31	$105,365
Net income (gross income less expenses)	2012-12-31	$127,969
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,726,048
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,598,079
Assets. Value of assets in partnership/joint-venture interests	2012-12-31	$0
Total contributions received or receivable from employer(s)	2012-12-31	$23,800
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$1,196
2011 : MARTIN L SHALLON CPA DEFINED CONTRIBUTION PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$-4,742
Expenses. Total of all expenses incurred	2011-12-31	$1,196
Total plan assets at end of year	2011-12-31	$1,598,079
Total plan assets at beginning of year	2011-12-31	$1,604,017
Value of fidelity bond covering the plan	2011-12-31	$180,000
Other income received	2011-12-31	$-36,742
Net income (gross income less expenses)	2011-12-31	$-5,938
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,598,079
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,604,017
Assets. Value of assets in partnership/joint-venture interests	2011-12-31	$2,671
Total contributions received or receivable from employer(s)	2011-12-31	$32,000
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$1,196
2010 : MARTIN L SHALLON CPA DEFINED CONTRIBUTION PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$125,427
Expenses. Total of all expenses incurred	2010-12-31	$1,296
Total plan assets at end of year	2010-12-31	$1,604,017
Total plan assets at beginning of year	2010-12-31	$1,479,886
Value of fidelity bond covering the plan	2010-12-31	$180,000
Other income received	2010-12-31	$93,427
Net income (gross income less expenses)	2010-12-31	$124,131
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,604,017
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,479,886
Assets. Value of assets in partnership/joint-venture interests	2010-12-31	$1,518
Total contributions received or receivable from employer(s)	2010-12-31	$32,000
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$1,296

Form 5500 Responses for MARTIN L SHALLON CPA DEFINED CONTRIBUTION PROFIT SHARING PLAN

2021: MARTIN L SHALLON CPA DEFINED CONTRIBUTION PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	This submission is the final filing	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: MARTIN L SHALLON CPA DEFINED CONTRIBUTION PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: MARTIN L SHALLON CPA DEFINED CONTRIBUTION PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: MARTIN L SHALLON CPA DEFINED CONTRIBUTION PROFIT SHARING PLAN 2018 form 5500 responses
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: MARTIN L SHALLON CPA DEFINED CONTRIBUTION PROFIT SHARING PLAN 2017 form 5500 responses
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: MARTIN L SHALLON CPA DEFINED CONTRIBUTION PROFIT SHARING PLAN 2016 form 5500 responses
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: MARTIN L SHALLON CPA DEFINED CONTRIBUTION PROFIT SHARING PLAN 2015 form 5500 responses
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: MARTIN L SHALLON CPA DEFINED CONTRIBUTION PROFIT SHARING 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: MARTIN L SHALLON CPA DEFINED CONTRIBUTION PROFIT SHARING 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: MARTIN L SHALLON CPA DEFINED CONTRIBUTION PROFIT SHARING PLAN 2012 form 5500 responses
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
2011: MARTIN L SHALLON CPA DEFINED CONTRIBUTION PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: MARTIN L SHALLON CPA DEFINED CONTRIBUTION PROFIT SHARING 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: MARTIN L SHALLON CPA DEFINED CONTRIBUTION PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	This submission is the final filing	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	MARTIN L SHALLON, CPA
Employer identification number (EIN):	953548944
NAIC Classification:	541211
NAIC Description:	Offices of Certified Public Accountants