401(k)
2022 plan-year 401(k) DOL Form 5500

The Deferred Salary Profit-Sharing Thrift Plan for Employees of Pennsylvania Institute of Certified Public Accountants and Picpa Foundation

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Pennsylvania Institute of Cpas · Pennsylvania · Educational Services

What the 2023 filing shows

The Deferred Salary Profit-Sharing Thrift Plan for Employees of Pennsylvania Institute of Certified Public Accountants and Picpa Foundation holds N/A for 65 participants.

N/A
total plan assets (2022 EOY)
65
covered participants
Total Assets (2023)
N/A
Participants
65
State
Industry
Educational Services

What the Filing Says About The Deferred Salary Profit-Sharing Thrift Plan for Employees of Pennsylvania Institute of Certified Public Accountants and Picpa Foundation

The Deferred Salary Profit-Sharing Thrift Plan for Employees of Pennsylvania Institute of Certified Public Accountants and Picpa Foundation is a 401(k) retirement plan sponsored by Pennsylvania Institute of Cpas, headquartered in Pennsylvania. As of the 2022 Form 5500 filing, the plan reports N/A in total end-of-year assets and covers 65 participants across the Educational Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 230959052, and the plan has been effective since 1985-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from N/A at the beginning of 2022 to N/A at year-end. Net assets (after liabilities) closed the year at N/A. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)N/A
Total Assets (End of Year)N/A
Net Assets (End of Year)N/A
Plan Type401(k)
Employer EIN230959052
Plan Effective Date1985-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Pennsylvania Institute of Cpas)

Year Plans Participants Total Assets
2022 1 65 N/A
2023 1 59 N/A
2024 1 59 N/A

Nearby 401(k) Plans in Pennsylvania

Peer 401(k) plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the The Deferred Salary Profit-Sharing Thrift Plan for Employees of Pennsylvania Institute of Certified Public Accountants and Picpa Foundation?
As of the 2022 Form 5500 filing, The Deferred Salary Profit-Sharing Thrift Plan for Employees of Pennsylvania Institute of Certified Public Accountants and Picpa Foundation holds N/A in total assets with 65 participants. It is sponsored by Pennsylvania Institute of Cpas.
What type of plan is The Deferred Salary Profit-Sharing Thrift Plan for Employees of Pennsylvania Institute of Certified Public Accountants and Picpa Foundation?
The Deferred Salary Profit-Sharing Thrift Plan for Employees of Pennsylvania Institute of Certified Public Accountants and Picpa Foundation is a 401(k) plan. It has been effective since 1985-01-01. The plan is filed with the U.S. Department of Labor under EIN 230959052.
Who sponsors the The Deferred Salary Profit-Sharing Thrift Plan for Employees of Pennsylvania Institute of Certified Public Accountants and Picpa Foundation?
The Deferred Salary Profit-Sharing Thrift Plan for Employees of Pennsylvania Institute of Certified Public Accountants and Picpa Foundation is sponsored by Pennsylvania Institute of Cpas, located in Pennsylvania. The sponsor's EIN is 230959052 and the plan operates in the Educational Services industry.
How did The Deferred Salary Profit-Sharing Thrift Plan for Employees of Pennsylvania Institute of Certified Public Accountants and Picpa Foundation perform in 2022?
The Deferred Salary Profit-Sharing Thrift Plan for Employees of Pennsylvania Institute of Certified Public Accountants and Picpa Foundation held N/A in total assets at the end of 2022.
Where can I find official filings for The Deferred Salary Profit-Sharing Thrift Plan for Employees of Pennsylvania Institute of Certified Public Accountants and Picpa Foundation?
Official Form 5500 filings for The Deferred Salary Profit-Sharing Thrift Plan for Employees of Pennsylvania Institute of Certified Public Accountants and Picpa Foundation are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 230959052 or plan name at efast.dol.gov.
How does The Deferred Salary Profit-Sharing Thrift Plan for Employees of Pennsylvania Institute of Certified Public Accountants and Picpa Foundation compare to other plans?
You can compare The Deferred Salary Profit-Sharing Thrift Plan for Employees of Pennsylvania Institute of Certified Public Accountants and Picpa Foundation against other 401(k) plans on the plan type page, or view plans in Pennsylvania on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 230959052.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.