| Plan Name | H & A FINANCIAL SERVICES INC. 401K PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| Company Name: | H & A FINANCIAL SERVICES INC. |
| Employer identification number (EIN): | 461562352 |
| NAIC Classification: | 541213 |
| NAIC Description: | Tax Preparation Services |
Additional information about H & A FINANCIAL SERVICES INC.
| Jurisdiction of Incorporation: | Virginia Secretary of State |
| Incorporation Date: | 2012-12-10 |
| Company Identification Number: | 0758698 |
| Legal Registered Office Address: |
6008 BROWARD PLACE GLEN ALLEN United States of America (USA) 23059 |
More information about H & A FINANCIAL SERVICES INC.
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2015-07-01 | HARRY ROESSNER | HARRY ROESSNER | 2017-04-14 | |
| 001 | 2013-07-01 | HARRY ROESSNER | HARRY ROESSNER | 2015-04-07 | |
| 001 | 2012-12-11 | HARRY ROESSNER | HARRY ROESSNER | 2014-01-25 |
| Measure | Date | Value |
|---|---|---|
| 2016 : H & A FINANCIAL SERVICES INC. 401K PLAN 2016 401k financial data | ||
| Transfers to/from the plan | 2016-06-30 | $0 |
| Total plan liabilities at end of year | 2016-06-30 | $0 |
| Total plan liabilities at beginning of year | 2016-06-30 | $0 |
| Total income from all sources | 2016-06-30 | $-137,382 |
| Expenses. Total of all expenses incurred | 2016-06-30 | $0 |
| Benefits paid (including direct rollovers) | 2016-06-30 | $0 |
| Total plan assets at end of year | 2016-06-30 | $0 |
| Total plan assets at beginning of year | 2016-06-30 | $137,382 |
| Total contributions received or receivable from participants | 2016-06-30 | $0 |
| Expenses. Other expenses not covered elsewhere | 2016-06-30 | $0 |
| Contributions received from other sources (not participants or employers) | 2016-06-30 | $0 |
| Other income received | 2016-06-30 | $-137,382 |
| Noncash contributions received | 2016-06-30 | $0 |
| Net income (gross income less expenses) | 2016-06-30 | $-137,382 |
| Net plan assets at end of year (total assets less liabilities) | 2016-06-30 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-06-30 | $137,382 |
| Assets. Value of employer securities | 2016-06-30 | $0 |
| Total contributions received or receivable from employer(s) | 2016-06-30 | $0 |
| Value of certain deemed distributions of participant loans | 2016-06-30 | $0 |
| Value of corrective distributions | 2016-06-30 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-06-30 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-06-30 | $0 |
| 2014 : H & A FINANCIAL SERVICES INC. 401K PLAN 2014 401k financial data | ||
| Transfers to/from the plan | 2014-06-30 | $0 |
| Total plan liabilities at end of year | 2014-06-30 | $0 |
| Total plan liabilities at beginning of year | 2014-06-30 | $0 |
| Total income from all sources | 2014-06-30 | $-73,394 |
| Expenses. Total of all expenses incurred | 2014-06-30 | $0 |
| Benefits paid (including direct rollovers) | 2014-06-30 | $0 |
| Total plan assets at end of year | 2014-06-30 | $126,030 |
| Total plan assets at beginning of year | 2014-06-30 | $199,424 |
| Value of fidelity bond covering the plan | 2014-06-30 | $200,000 |
| Total contributions received or receivable from participants | 2014-06-30 | $0 |
| Expenses. Other expenses not covered elsewhere | 2014-06-30 | $0 |
| Contributions received from other sources (not participants or employers) | 2014-06-30 | $0 |
| Other income received | 2014-06-30 | $-73,394 |
| Noncash contributions received | 2014-06-30 | $0 |
| Net income (gross income less expenses) | 2014-06-30 | $-73,394 |
| Net plan assets at end of year (total assets less liabilities) | 2014-06-30 | $126,030 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-06-30 | $199,424 |
| Assets. Value of employer securities | 2014-06-30 | $126,030 |
| Total contributions received or receivable from employer(s) | 2014-06-30 | $0 |
| Value of certain deemed distributions of participant loans | 2014-06-30 | $0 |
| Value of corrective distributions | 2014-06-30 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-06-30 | $0 |
| 2013 : H & A FINANCIAL SERVICES INC. 401K PLAN 2013 401k financial data | ||
| Transfers to/from the plan | 2013-06-30 | $0 |
| Total plan liabilities at end of year | 2013-06-30 | $0 |
| Total plan liabilities at beginning of year | 2013-06-30 | $0 |
| Total income from all sources | 2013-06-30 | $199,424 |
| Expenses. Total of all expenses incurred | 2013-06-30 | $0 |
| Benefits paid (including direct rollovers) | 2013-06-30 | $0 |
| Total plan assets at end of year | 2013-06-30 | $199,424 |
| Total plan assets at beginning of year | 2013-06-30 | $0 |
| Total contributions received or receivable from participants | 2013-06-30 | $0 |
| Expenses. Other expenses not covered elsewhere | 2013-06-30 | $0 |
| Contributions received from other sources (not participants or employers) | 2013-06-30 | $200,000 |
| Other income received | 2013-06-30 | $-576 |
| Noncash contributions received | 2013-06-30 | $0 |
| Net income (gross income less expenses) | 2013-06-30 | $199,424 |
| Net plan assets at end of year (total assets less liabilities) | 2013-06-30 | $199,424 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-06-30 | $0 |
| Assets. Value of employer securities | 2013-06-30 | $199,424 |
| Total contributions received or receivable from employer(s) | 2013-06-30 | $0 |
| Value of certain deemed distributions of participant loans | 2013-06-30 | $0 |
| Value of corrective distributions | 2013-06-30 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-06-30 | $0 |
| 2015: H & A FINANCIAL SERVICES INC. 401K PLAN 2015 form 5500 responses | ||
|---|---|---|
| 2015-07-01 | Type of plan entity | Single employer plan |
| 2015-07-01 | Submission has been amended | No |
| 2015-07-01 | This submission is the final filing | Yes |
| 2015-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-07-01 | Plan is a collectively bargained plan | No |
| 2015-07-01 | Plan funding arrangement – Trust | Yes |
| 2015-07-01 | Plan benefit arrangement - Trust | Yes |
| 2013: H & A FINANCIAL SERVICES INC. 401K PLAN 2013 form 5500 responses | ||
| 2013-07-01 | Type of plan entity | Single employer plan |
| 2013-07-01 | Submission has been amended | No |
| 2013-07-01 | This submission is the final filing | No |
| 2013-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-07-01 | Plan is a collectively bargained plan | No |
| 2013-07-01 | Plan funding arrangement – Trust | Yes |
| 2013-07-01 | Plan benefit arrangement - Trust | Yes |
| 2012: H & A FINANCIAL SERVICES INC. 401K PLAN 2012 form 5500 responses | ||
| 2012-12-11 | Type of plan entity | Single employer plan |
| 2012-12-11 | First time form 5500 has been submitted | Yes |
| 2012-12-11 | Submission has been amended | No |
| 2012-12-11 | This submission is the final filing | No |
| 2012-12-11 | This return/report is a short plan year return/report (less than 12 months) | Yes |
| 2012-12-11 | Plan is a collectively bargained plan | No |
| 2012-12-11 | Plan funding arrangement – Trust | Yes |
| 2012-12-11 | Plan benefit arrangement - Trust | Yes |