JAMES & HOFFMAN, P.C. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan JAMES & HOFFMAN, P.C. 401(K) PROFIT SHARING PLAN AND TRUST
| Measure | Date | Value |
|---|
| 2023 : JAMES & HOFFMAN, P.C. 401(K) PROFIT SHARING PLAN AND TRUST 2023 401k financial data |
|---|
| Transfers to/from the plan | 2023-12-31 | $0 |
| Total plan liabilities at end of year | 2023-12-31 | $0 |
| Total plan liabilities at beginning of year | 2023-12-31 | $0 |
| Total income from all sources | 2023-12-31 | $1,416,595 |
| Expenses. Total of all expenses incurred | 2023-12-31 | $65,561 |
| Benefits paid (including direct rollovers) | 2023-12-31 | $63,349 |
| Total plan assets at end of year | 2023-12-31 | $8,036,449 |
| Total plan assets at beginning of year | 2023-12-31 | $6,685,415 |
| Value of fidelity bond covering the plan | 2023-12-31 | $500,000 |
| Assets. Value of tangible personal property | 2023-12-31 | $0 |
| Total contributions received or receivable from participants | 2023-12-31 | $250,669 |
| Assets. Value of loans (other than to participants) | 2023-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2023-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2023-12-31 | $0 |
| Other income received | 2023-12-31 | $1,009,174 |
| Noncash contributions received | 2023-12-31 | $0 |
| Net income (gross income less expenses) | 2023-12-31 | $1,351,034 |
| Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $8,036,449 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $6,685,415 |
| Assets. Value of participant loans | 2023-12-31 | $54,773 |
| Assets. Value of assets in partnership/joint-venture interests | 2023-12-31 | $0 |
| Assets. Value of real-estate (other than employer real property) | 2023-12-31 | $0 |
| Assets. Value of employer securities | 2023-12-31 | $0 |
| Assets. Value of employer real property | 2023-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2023-12-31 | $156,752 |
| Value of certain deemed distributions of participant loans | 2023-12-31 | $0 |
| Value of corrective distributions | 2023-12-31 | $1,567 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2023-12-31 | $645 |
| 2022 : JAMES & HOFFMAN, P.C. 401(K) PROFIT SHARING PLAN AND TRUST 2022 401k financial data |
|---|
| Transfers to/from the plan | 2022-12-31 | $0 |
| Total plan liabilities at end of year | 2022-12-31 | $0 |
| Total plan liabilities at beginning of year | 2022-12-31 | $0 |
| Total income from all sources | 2022-12-31 | $-716,753 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $64,719 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $29,708 |
| Total plan assets at end of year | 2022-12-31 | $6,685,415 |
| Total plan assets at beginning of year | 2022-12-31 | $7,466,887 |
| Value of fidelity bond covering the plan | 2022-12-31 | $500,000 |
| Assets. Value of tangible personal property | 2022-12-31 | $0 |
| Total contributions received or receivable from participants | 2022-12-31 | $172,644 |
| Assets. Value of loans (other than to participants) | 2022-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2022-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2022-12-31 | $0 |
| Other income received | 2022-12-31 | $-1,069,751 |
| Noncash contributions received | 2022-12-31 | $0 |
| Net income (gross income less expenses) | 2022-12-31 | $-781,472 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $6,685,415 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $7,466,887 |
| Assets. Value of participant loans | 2022-12-31 | $39,576 |
| Assets. Value of assets in partnership/joint-venture interests | 2022-12-31 | $0 |
| Assets. Value of real-estate (other than employer real property) | 2022-12-31 | $0 |
| Assets. Value of employer securities | 2022-12-31 | $0 |
| Assets. Value of employer real property | 2022-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $180,354 |
| Value of certain deemed distributions of participant loans | 2022-12-31 | $0 |
| Value of corrective distributions | 2022-12-31 | $34,521 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $490 |
| 2021 : JAMES & HOFFMAN, P.C. 401(K) PROFIT SHARING PLAN AND TRUST 2021 401k financial data |
|---|
| Transfers to/from the plan | 2021-12-31 | $0 |
| Total plan liabilities at end of year | 2021-12-31 | $0 |
| Total plan liabilities at beginning of year | 2021-12-31 | $0 |
| Total income from all sources | 2021-12-31 | $1,029,228 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $520 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $0 |
| Total plan assets at end of year | 2021-12-31 | $7,466,887 |
| Total plan assets at beginning of year | 2021-12-31 | $6,438,179 |
| Value of fidelity bond covering the plan | 2021-12-31 | $500,000 |
| Assets. Value of tangible personal property | 2021-12-31 | $0 |
| Total contributions received or receivable from participants | 2021-12-31 | $183,309 |
| Assets. Value of loans (other than to participants) | 2021-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2021-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2021-12-31 | $0 |
| Other income received | 2021-12-31 | $678,183 |
| Noncash contributions received | 2021-12-31 | $0 |
| Net income (gross income less expenses) | 2021-12-31 | $1,028,708 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $7,466,887 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $6,438,179 |
| Assets. Value of participant loans | 2021-12-31 | $63,886 |
| Assets. Value of assets in partnership/joint-venture interests | 2021-12-31 | $0 |
| Assets. Value of real-estate (other than employer real property) | 2021-12-31 | $0 |
| Assets. Value of employer securities | 2021-12-31 | $0 |
| Assets. Value of employer real property | 2021-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $167,736 |
| Value of certain deemed distributions of participant loans | 2021-12-31 | $0 |
| Value of corrective distributions | 2021-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $520 |
| 2020 : JAMES & HOFFMAN, P.C. 401(K) PROFIT SHARING PLAN AND TRUST 2020 401k financial data |
|---|
| Transfers to/from the plan | 2020-12-31 | $0 |
| Total plan liabilities at end of year | 2020-12-31 | $0 |
| Total plan liabilities at beginning of year | 2020-12-31 | $0 |
| Total income from all sources | 2020-12-31 | $1,047,378 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $211,694 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $201,010 |
| Total plan assets at end of year | 2020-12-31 | $6,438,179 |
| Total plan assets at beginning of year | 2020-12-31 | $5,602,495 |
| Value of fidelity bond covering the plan | 2020-12-31 | $500,000 |
| Assets. Value of tangible personal property | 2020-12-31 | $0 |
| Total contributions received or receivable from participants | 2020-12-31 | $147,732 |
| Assets. Value of loans (other than to participants) | 2020-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2020-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2020-12-31 | $0 |
| Other income received | 2020-12-31 | $773,558 |
| Noncash contributions received | 2020-12-31 | $0 |
| Net income (gross income less expenses) | 2020-12-31 | $835,684 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $6,438,179 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $5,602,495 |
| Assets. Value of participant loans | 2020-12-31 | $61,227 |
| Assets. Value of assets in partnership/joint-venture interests | 2020-12-31 | $0 |
| Assets. Value of real-estate (other than employer real property) | 2020-12-31 | $0 |
| Assets. Value of employer securities | 2020-12-31 | $0 |
| Assets. Value of employer real property | 2020-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $126,088 |
| Value of certain deemed distributions of participant loans | 2020-12-31 | $0 |
| Value of corrective distributions | 2020-12-31 | $10,169 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $515 |
| 2019 : JAMES & HOFFMAN, P.C. 401(K) PROFIT SHARING PLAN AND TRUST 2019 401k financial data |
|---|
| Transfers to/from the plan | 2019-12-31 | $0 |
| Total plan liabilities at end of year | 2019-12-31 | $0 |
| Total plan liabilities at beginning of year | 2019-12-31 | $0 |
| Total income from all sources | 2019-12-31 | $1,318,646 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $132,290 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $131,680 |
| Total plan assets at end of year | 2019-12-31 | $5,602,495 |
| Total plan assets at beginning of year | 2019-12-31 | $4,416,139 |
| Value of fidelity bond covering the plan | 2019-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2019-12-31 | $147,681 |
| Expenses. Other expenses not covered elsewhere | 2019-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2019-12-31 | $0 |
| Other income received | 2019-12-31 | $897,337 |
| Noncash contributions received | 2019-12-31 | $0 |
| Net income (gross income less expenses) | 2019-12-31 | $1,186,356 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $5,602,495 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $4,416,139 |
| Assets. Value of participant loans | 2019-12-31 | $46,342 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $273,628 |
| Value of certain deemed distributions of participant loans | 2019-12-31 | $0 |
| Value of corrective distributions | 2019-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $610 |
| 2018 : JAMES & HOFFMAN, P.C. 401(K) PROFIT SHARING PLAN AND TRUST 2018 401k financial data |
|---|
| Transfers to/from the plan | 2018-12-31 | $0 |
| Total plan liabilities at end of year | 2018-12-31 | $0 |
| Total plan liabilities at beginning of year | 2018-12-31 | $0 |
| Total income from all sources | 2018-12-31 | $-35,495 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $683,768 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $683,243 |
| Total plan assets at end of year | 2018-12-31 | $4,416,139 |
| Total plan assets at beginning of year | 2018-12-31 | $5,135,402 |
| Value of fidelity bond covering the plan | 2018-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2018-12-31 | $207,668 |
| Expenses. Other expenses not covered elsewhere | 2018-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2018-12-31 | $0 |
| Other income received | 2018-12-31 | $-368,043 |
| Noncash contributions received | 2018-12-31 | $0 |
| Net income (gross income less expenses) | 2018-12-31 | $-719,263 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $4,416,139 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $5,135,402 |
| Assets. Value of participant loans | 2018-12-31 | $61,590 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $124,880 |
| Value of certain deemed distributions of participant loans | 2018-12-31 | $0 |
| Value of corrective distributions | 2018-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $525 |
| 2017 : JAMES & HOFFMAN, P.C. 401(K) PROFIT SHARING PLAN AND TRUST 2017 401k financial data |
|---|
| Transfers to/from the plan | 2017-12-31 | $0 |
| Total plan liabilities at end of year | 2017-12-31 | $0 |
| Total plan liabilities at beginning of year | 2017-12-31 | $0 |
| Total income from all sources | 2017-12-31 | $1,227,608 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $1,771,540 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $1,770,905 |
| Total plan assets at end of year | 2017-12-31 | $5,135,402 |
| Total plan assets at beginning of year | 2017-12-31 | $5,679,334 |
| Value of fidelity bond covering the plan | 2017-12-31 | $500,000 |
| Assets. Value of tangible personal property | 2017-12-31 | $0 |
| Total contributions received or receivable from participants | 2017-12-31 | $224,374 |
| Assets. Value of loans (other than to participants) | 2017-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2017-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2017-12-31 | $0 |
| Other income received | 2017-12-31 | $743,806 |
| Noncash contributions received | 2017-12-31 | $0 |
| Net income (gross income less expenses) | 2017-12-31 | $-543,932 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $5,135,402 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $5,679,334 |
| Assets. Value of participant loans | 2017-12-31 | $94,994 |
| Assets. Value of assets in partnership/joint-venture interests | 2017-12-31 | $0 |
| Assets. Value of real-estate (other than employer real property) | 2017-12-31 | $0 |
| Assets. Value of employer securities | 2017-12-31 | $0 |
| Assets. Value of employer real property | 2017-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $259,428 |
| Value of certain deemed distributions of participant loans | 2017-12-31 | $0 |
| Value of corrective distributions | 2017-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $635 |
| 2016 : JAMES & HOFFMAN, P.C. 401(K) PROFIT SHARING PLAN AND TRUST 2016 401k financial data |
|---|
| Transfers to/from the plan | 2016-12-31 | $0 |
| Total plan liabilities at end of year | 2016-12-31 | $0 |
| Total plan liabilities at beginning of year | 2016-12-31 | $0 |
| Total income from all sources | 2016-12-31 | $778,910 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $142,049 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $141,509 |
| Total plan assets at end of year | 2016-12-31 | $5,679,334 |
| Total plan assets at beginning of year | 2016-12-31 | $5,042,473 |
| Value of fidelity bond covering the plan | 2016-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2016-12-31 | $187,174 |
| Expenses. Other expenses not covered elsewhere | 2016-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2016-12-31 | $0 |
| Other income received | 2016-12-31 | $363,646 |
| Noncash contributions received | 2016-12-31 | $0 |
| Net income (gross income less expenses) | 2016-12-31 | $636,861 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $5,679,334 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $5,042,473 |
| Assets. Value of participant loans | 2016-12-31 | $82,673 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $228,090 |
| Value of certain deemed distributions of participant loans | 2016-12-31 | $0 |
| Value of corrective distributions | 2016-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $540 |
| 2015 : JAMES & HOFFMAN, P.C. 401(K) PROFIT SHARING PLAN AND TRUST 2015 401k financial data |
|---|
| Transfers to/from the plan | 2015-12-31 | $0 |
| Total plan liabilities at end of year | 2015-12-31 | $0 |
| Total plan liabilities at beginning of year | 2015-12-31 | $0 |
| Total income from all sources | 2015-12-31 | $230,937 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $1,309,100 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $1,308,460 |
| Total plan assets at end of year | 2015-12-31 | $5,042,473 |
| Total plan assets at beginning of year | 2015-12-31 | $6,120,636 |
| Value of fidelity bond covering the plan | 2015-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $120,000 |
| Expenses. Other expenses not covered elsewhere | 2015-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2015-12-31 | $0 |
| Other income received | 2015-12-31 | $-95,152 |
| Noncash contributions received | 2015-12-31 | $0 |
| Net income (gross income less expenses) | 2015-12-31 | $-1,078,163 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $5,042,473 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $6,120,636 |
| Assets. Value of participant loans | 2015-12-31 | $61,019 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $206,089 |
| Value of certain deemed distributions of participant loans | 2015-12-31 | $0 |
| Value of corrective distributions | 2015-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $640 |
| 2014 : JAMES & HOFFMAN, P.C. 401(K) PROFIT SHARING PLAN AND TRUST 2014 401k financial data |
|---|
| Transfers to/from the plan | 2014-12-31 | $0 |
| Total plan liabilities at end of year | 2014-12-31 | $0 |
| Total plan liabilities at beginning of year | 2014-12-31 | $0 |
| Total income from all sources | 2014-12-31 | $690,404 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $305,754 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $304,825 |
| Total plan assets at end of year | 2014-12-31 | $6,120,636 |
| Total plan assets at beginning of year | 2014-12-31 | $5,735,986 |
| Value of fidelity bond covering the plan | 2014-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $172,039 |
| Expenses. Other expenses not covered elsewhere | 2014-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2014-12-31 | $0 |
| Other income received | 2014-12-31 | $265,566 |
| Noncash contributions received | 2014-12-31 | $0 |
| Net income (gross income less expenses) | 2014-12-31 | $384,650 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $6,120,636 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $5,735,986 |
| Assets. Value of participant loans | 2014-12-31 | $60,837 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $252,799 |
| Value of certain deemed distributions of participant loans | 2014-12-31 | $0 |
| Value of corrective distributions | 2014-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $929 |
| 2013 : JAMES & HOFFMAN, P.C. 401(K) PROFIT SHARING PLAN AND TRUST 2013 401k financial data |
|---|
| Transfers to/from the plan | 2013-12-31 | $0 |
| Total plan liabilities at end of year | 2013-12-31 | $0 |
| Total income from all sources | 2013-12-31 | $1,193,449 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $56,278 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $55,500 |
| Total plan assets at end of year | 2013-12-31 | $5,735,986 |
| Total plan assets at beginning of year | 2013-12-31 | $4,598,815 |
| Value of fidelity bond covering the plan | 2013-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $154,192 |
| Expenses. Other expenses not covered elsewhere | 2013-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2013-12-31 | $0 |
| Other income received | 2013-12-31 | $827,915 |
| Noncash contributions received | 2013-12-31 | $0 |
| Net income (gross income less expenses) | 2013-12-31 | $1,137,171 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $5,735,986 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $4,598,815 |
| Assets. Value of participant loans | 2013-12-31 | $72,497 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $211,342 |
| Value of certain deemed distributions of participant loans | 2013-12-31 | $0 |
| Value of corrective distributions | 2013-12-31 | $168 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $610 |
| 2012 : JAMES & HOFFMAN, P.C. 401(K) PROFIT SHARING PLAN AND TRUST 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $922,903 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $816,186 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $815,751 |
| Total plan assets at end of year | 2012-12-31 | $4,598,815 |
| Total plan assets at beginning of year | 2012-12-31 | $4,492,098 |
| Value of fidelity bond covering the plan | 2012-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $140,602 |
| Other income received | 2012-12-31 | $540,221 |
| Net income (gross income less expenses) | 2012-12-31 | $106,717 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $4,598,815 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $4,492,098 |
| Assets. Value of participant loans | 2012-12-31 | $68,900 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $242,080 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $435 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
| 2011 : JAMES & HOFFMAN, P.C. 401(K) PROFIT SHARING PLAN AND TRUST 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $80,072 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $1,191 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $586 |
| Total plan assets at end of year | 2011-12-31 | $4,492,098 |
| Total plan assets at beginning of year | 2011-12-31 | $4,413,217 |
| Value of fidelity bond covering the plan | 2011-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $148,253 |
| Other income received | 2011-12-31 | $-260,369 |
| Net income (gross income less expenses) | 2011-12-31 | $78,881 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $4,492,098 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $4,413,217 |
| Assets. Value of participant loans | 2011-12-31 | $89,671 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $192,188 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $605 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
| 2010 : JAMES & HOFFMAN, P.C. 401(K) PROFIT SHARING PLAN AND TRUST 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $933,092 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $729,086 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $728,279 |
| Total plan assets at end of year | 2010-12-31 | $4,413,217 |
| Total plan assets at beginning of year | 2010-12-31 | $4,209,211 |
| Value of fidelity bond covering the plan | 2010-12-31 | $400,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $105,311 |
| Other income received | 2010-12-31 | $525,610 |
| Net income (gross income less expenses) | 2010-12-31 | $204,006 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $4,413,217 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $4,209,211 |
| Assets. Value of participant loans | 2010-12-31 | $82,632 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $302,171 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $807 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
| 2009 : JAMES & HOFFMAN, P.C. 401(K) PROFIT SHARING PLAN AND TRUST 2009 401k financial data |
|---|
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
| 2023: JAMES & HOFFMAN, P.C. 401(K) PROFIT SHARING PLAN AND TRUST 2023 form 5500 responses |
|---|
| 2023-01-01 | Type of plan entity | Single employer plan |
| 2023-01-01 | Submission has been amended | No |
| 2023-01-01 | This submission is the final filing | No |
| 2023-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2023-01-01 | Plan is a collectively bargained plan | No |
| 2023-01-01 | Plan funding arrangement – Trust | Yes |
| 2023-01-01 | Plan benefit arrangement - Trust | Yes |
| 2022: JAMES & HOFFMAN, P.C. 401(K) PROFIT SHARING PLAN AND TRUST 2022 form 5500 responses |
|---|
| 2022-01-01 | Type of plan entity | Single employer plan |
| 2022-01-01 | This submission is the final filing | No |
| 2022-01-01 | Plan is a collectively bargained plan | No |
| 2022-01-01 | Plan funding arrangement – Trust | Yes |
| 2022-01-01 | Plan benefit arrangement - Trust | Yes |
| 2021: JAMES & HOFFMAN, P.C. 401(K) PROFIT SHARING PLAN AND TRUST 2021 form 5500 responses |
|---|
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | Submission has been amended | No |
| 2021-01-01 | This submission is the final filing | No |
| 2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-01-01 | Plan is a collectively bargained plan | No |
| 2021-01-01 | Plan funding arrangement – Trust | Yes |
| 2021-01-01 | Plan benefit arrangement - Trust | Yes |
| 2020: JAMES & HOFFMAN, P.C. 401(K) PROFIT SHARING PLAN AND TRUST 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | This submission is the final filing | No |
| 2020-01-01 | Plan is a collectively bargained plan | No |
| 2020-01-01 | Plan funding arrangement – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| 2019: JAMES & HOFFMAN, P.C. 401(K) PROFIT SHARING PLAN AND TRUST 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Submission has been amended | No |
| 2019-01-01 | This submission is the final filing | No |
| 2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-01-01 | Plan is a collectively bargained plan | No |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: JAMES & HOFFMAN, P.C. 401(K) PROFIT SHARING PLAN AND TRUST 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Submission has been amended | No |
| 2018-01-01 | This submission is the final filing | No |
| 2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-01-01 | Plan is a collectively bargained plan | No |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: JAMES & HOFFMAN, P.C. 401(K) PROFIT SHARING PLAN AND TRUST 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Submission has been amended | No |
| 2017-01-01 | This submission is the final filing | No |
| 2017-01-01 | Plan is a collectively bargained plan | No |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: JAMES & HOFFMAN, P.C. 401(K) PROFIT SHARING PLAN AND TRUST 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Submission has been amended | No |
| 2016-01-01 | This submission is the final filing | No |
| 2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-01-01 | Plan is a collectively bargained plan | No |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: JAMES & HOFFMAN, P.C. 401(K) PROFIT SHARING PLAN AND TRUST 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: JAMES & HOFFMAN, P.C. 401(K) PROFIT SHARING PLAN AND TRUST 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: JAMES & HOFFMAN, P.C. 401(K) PROFIT SHARING PLAN AND TRUST 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: JAMES & HOFFMAN, P.C. 401(K) PROFIT SHARING PLAN AND TRUST 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 funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: JAMES & HOFFMAN, P.C. 401(K) PROFIT SHARING PLAN AND TRUST 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Submission has been amended | No |
| 2011-01-01 | This submission is the final filing | No |
| 2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: JAMES & HOFFMAN, P.C. 401(K) PROFIT SHARING PLAN AND TRUST 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | No |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
