401k Plan data: WILLIAM J. HEALEY III, CPA 401(K) PROFIT SHARING & TRUST plan

WILLIAM J. HEALEY III, CPA 401(K) PROFIT SHARING & TRUST 401k Plan overview

Plan Name	WILLIAM J. HEALEY III, CPA 401(K) PROFIT SHARING & TRUST
Plan identification number	001

WILLIAM J. HEALEY III, CPA 401(K) PROFIT SHARING & TRUST Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
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

WILLIAM J. HEALEY III, CPA has sponsored the creation of one or more 401k plans.

Company Name: WILLIAM J. HEALEY III, CPA

Employer identification number (EIN): 542108500

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WILLIAM J. HEALEY III, CPA 401(K) PROFIT SHARING & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2015-01-01 WILLIAM J. HEALEY III, CPA WILLIAM J. HEALEY III, CPA 2016-10-14
001 2014-01-01 WILLIAM J. HEALEY III, CPA WILLIAM J. HEALEY III, CPA 2015-09-15
001 2013-01-01 WILLIAM J. HEALEY III, CPA WILLIAM J. HEALEY III, CPA 2014-09-19
001 2012-01-01 WILLIAM J. HEALEY III, CPA WILLIAM J. HEALEY III, CPA 2013-10-10
001 2011-01-01 WILLIAM J. HEALEY III, CPA WILLIAM J. HEALEY III, CPA 2012-10-12
001 2010-01-01 WILLIAM J. HEALEY III, CPA WILLIAM J. HEALEY III, CPA 2011-10-17
001 2009-01-01 WILLIAM J. HEALEY III, CPA WILLIAM J. HEALEY III, CPA 2010-10-15

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2015-01-01	WILLIAM J. HEALEY III, CPA	WILLIAM J. HEALEY III, CPA	2016-10-14
001	2014-01-01	WILLIAM J. HEALEY III, CPA	WILLIAM J. HEALEY III, CPA	2015-09-15
001	2013-01-01	WILLIAM J. HEALEY III, CPA	WILLIAM J. HEALEY III, CPA	2014-09-19
001	2012-01-01	WILLIAM J. HEALEY III, CPA	WILLIAM J. HEALEY III, CPA	2013-10-10
001	2011-01-01	WILLIAM J. HEALEY III, CPA	WILLIAM J. HEALEY III, CPA	2012-10-12
001	2010-01-01	WILLIAM J. HEALEY III, CPA	WILLIAM J. HEALEY III, CPA	2011-10-17
001	2009-01-01	WILLIAM J. HEALEY III, CPA	WILLIAM J. HEALEY III, CPA	2010-10-15

Plan Statistics for WILLIAM J. HEALEY III, CPA 401(K) PROFIT SHARING & TRUST

401k plan membership statisitcs for WILLIAM J. HEALEY III, CPA 401(K) PROFIT SHARING & TRUST

Measure Date Value
2015: WILLIAM J. HEALEY III, CPA 401(K) PROFIT SHARING & TRUST 2015 401k membership
Total participants, beginning-of-year 2015-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 4
Number of retired or separated participants receiving benefits 2015-01-01 1
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 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 5
Number of participants with account balances 2015-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: WILLIAM J. HEALEY III, CPA 401(K) PROFIT SHARING & TRUST 2014 401k membership
Total participants, beginning-of-year 2014-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 0
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 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 0
Number of participants with account balances 2014-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: WILLIAM J. HEALEY III, CPA 401(K) PROFIT SHARING & TRUST 2013 401k membership
Total participants, beginning-of-year 2013-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 5
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 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 5
Number of participants with account balances 2013-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: WILLIAM J. HEALEY III, CPA 401(K) PROFIT SHARING & TRUST 2012 401k membership
Total participants, beginning-of-year 2012-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 5
Total of all active and inactive participants 2012-01-01 5
Total participants 2012-01-01 5
Number of participants with account balances 2012-01-01 5
2011: WILLIAM J. HEALEY III, CPA 401(K) PROFIT SHARING & TRUST 2011 401k membership
Total participants, beginning-of-year 2011-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 5
Total of all active and inactive participants 2011-01-01 5
Total participants 2011-01-01 5
Number of participants with account balances 2011-01-01 5
2010: WILLIAM J. HEALEY III, CPA 401(K) PROFIT SHARING & TRUST 2010 401k membership
Total participants, beginning-of-year 2010-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 7
Number of retired or separated participants receiving benefits 2010-01-01 2
Total of all active and inactive participants 2010-01-01 9
Total participants 2010-01-01 9
2009: WILLIAM J. HEALEY III, CPA 401(K) PROFIT SHARING & TRUST 2009 401k membership
Total participants, beginning-of-year 2009-01-01 0
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 9
Total of all active and inactive participants 2009-01-01 9
Total participants 2009-01-01 9
Number of participants with account balances 2009-01-01 9

Measure	Date	Value
2015: WILLIAM J. HEALEY III, CPA 401(K) PROFIT SHARING & TRUST 2015 401k membership
Total participants, beginning-of-year	2015-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	4
Number of retired or separated participants receiving benefits	2015-01-01	1
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	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	5
Number of participants with account balances	2015-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: WILLIAM J. HEALEY III, CPA 401(K) PROFIT SHARING & TRUST 2014 401k membership
Total participants, beginning-of-year	2014-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	0
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	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	0
Number of participants with account balances	2014-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: WILLIAM J. HEALEY III, CPA 401(K) PROFIT SHARING & TRUST 2013 401k membership
Total participants, beginning-of-year	2013-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	5
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	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	5
Number of participants with account balances	2013-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: WILLIAM J. HEALEY III, CPA 401(K) PROFIT SHARING & TRUST 2012 401k membership
Total participants, beginning-of-year	2012-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	5
Total of all active and inactive participants	2012-01-01	5
Total participants	2012-01-01	5
Number of participants with account balances	2012-01-01	5
2011: WILLIAM J. HEALEY III, CPA 401(K) PROFIT SHARING & TRUST 2011 401k membership
Total participants, beginning-of-year	2011-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	5
Total of all active and inactive participants	2011-01-01	5
Total participants	2011-01-01	5
Number of participants with account balances	2011-01-01	5
2010: WILLIAM J. HEALEY III, CPA 401(K) PROFIT SHARING & TRUST 2010 401k membership
Total participants, beginning-of-year	2010-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	7
Number of retired or separated participants receiving benefits	2010-01-01	2
Total of all active and inactive participants	2010-01-01	9
Total participants	2010-01-01	9
2009: WILLIAM J. HEALEY III, CPA 401(K) PROFIT SHARING & TRUST 2009 401k membership
Total participants, beginning-of-year	2009-01-01	0
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	9
Total of all active and inactive participants	2009-01-01	9
Total participants	2009-01-01	9
Number of participants with account balances	2009-01-01	9

Financial Data on WILLIAM J. HEALEY III, CPA 401(K) PROFIT SHARING & TRUST

Measure	Date	Value
2015 : WILLIAM J. HEALEY III, CPA 401(K) PROFIT SHARING & TRUST 2015 401k financial data
Total income from all sources	2015-12-31	$17,611
Expenses. Total of all expenses incurred	2015-12-31	$27,451
Benefits paid (including direct rollovers)	2015-12-31	$27,433
Total plan assets at end of year	2015-12-31	$61,933
Total plan assets at beginning of year	2015-12-31	$71,773
Value of fidelity bond covering the plan	2015-12-31	$20,000
Total contributions received or receivable from participants	2015-12-31	$1,314
Expenses. Other expenses not covered elsewhere	2015-12-31	$18
Other income received	2015-12-31	$-174
Net income (gross income less expenses)	2015-12-31	$-9,840
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$61,933
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$71,773
Assets. Value of participant loans	2015-12-31	$2,122
Total contributions received or receivable from employer(s)	2015-12-31	$16,471
2014 : WILLIAM J. HEALEY III, CPA 401(K) PROFIT SHARING & TRUST 2014 401k financial data
Total income from all sources	2014-12-31	$44,091
Expenses. Total of all expenses incurred	2014-12-31	$4
Total plan assets at end of year	2014-12-31	$88,245
Total plan assets at beginning of year	2014-12-31	$44,158
Value of fidelity bond covering the plan	2014-12-31	$20,000
Total contributions received or receivable from participants	2014-12-31	$9,112
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$3,023
Net income (gross income less expenses)	2014-12-31	$44,087
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$88,245
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$44,158
Assets. Value of participant loans	2014-12-31	$4,944
Total contributions received or receivable from employer(s)	2014-12-31	$31,956
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$4
2013 : WILLIAM J. HEALEY III, CPA 401(K) PROFIT SHARING & TRUST 2013 401k financial data
Total income from all sources	2013-12-31	$20,684
Expenses. Total of all expenses incurred	2013-12-31	$0
Benefits paid (including direct rollovers)	2013-12-31	$0
Total plan assets at end of year	2013-12-31	$54,089
Total plan assets at beginning of year	2013-12-31	$33,405
Value of fidelity bond covering the plan	2013-12-31	$20,000
Total contributions received or receivable from participants	2013-12-31	$6,780
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$-1,581
Net income (gross income less expenses)	2013-12-31	$20,684
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$54,089
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$33,405
Assets. Value of participant loans	2013-12-31	$5,077
Total contributions received or receivable from employer(s)	2013-12-31	$15,485
2012 : WILLIAM J. HEALEY III, CPA 401(K) PROFIT SHARING & TRUST 2012 401k financial data
Total income from all sources	2012-12-31	$18,786
Expenses. Total of all expenses incurred	2012-12-31	$85,861
Benefits paid (including direct rollovers)	2012-12-31	$85,861
Total plan assets at end of year	2012-12-31	$41,198
Total plan assets at beginning of year	2012-12-31	$108,273
Value of fidelity bond covering the plan	2012-12-31	$20,000
Total contributions received or receivable from participants	2012-12-31	$2,580
Other income received	2012-12-31	$1,438
Net income (gross income less expenses)	2012-12-31	$-67,075
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$41,198
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$108,273
Total contributions received or receivable from employer(s)	2012-12-31	$14,768
2011 : WILLIAM J. HEALEY III, CPA 401(K) PROFIT SHARING & TRUST 2011 401k financial data
Total income from all sources	2011-12-31	$19,159
Total plan assets at end of year	2011-12-31	$108,273
Total plan assets at beginning of year	2011-12-31	$89,114
Value of fidelity bond covering the plan	2011-12-31	$20,000
Total contributions received or receivable from participants	2011-12-31	$10,375
Other income received	2011-12-31	$624
Net income (gross income less expenses)	2011-12-31	$19,159
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$108,273
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$89,114
Total contributions received or receivable from employer(s)	2011-12-31	$8,160
2010 : WILLIAM J. HEALEY III, CPA 401(K) PROFIT SHARING & TRUST 2010 401k financial data
Total income from all sources	2010-12-31	$39,521
Expenses. Total of all expenses incurred	2010-12-31	$8,300
Benefits paid (including direct rollovers)	2010-12-31	$8,300
Total plan assets at end of year	2010-12-31	$89,114
Total plan assets at beginning of year	2010-12-31	$57,893
Value of fidelity bond covering the plan	2010-12-31	$20,000
Total contributions received or receivable from participants	2010-12-31	$14,440
Other income received	2010-12-31	$4,359
Net income (gross income less expenses)	2010-12-31	$31,221
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$89,114
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$57,893
Total contributions received or receivable from employer(s)	2010-12-31	$20,722

Form 5500 Responses for WILLIAM J. HEALEY III, CPA 401(K) PROFIT SHARING & TRUST

2015: WILLIAM J. HEALEY III, CPA 401(K) PROFIT SHARING & TRUST 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
2015-01-01	Plan benefit arrangement – General assets of the sponsor	Yes
2014: WILLIAM J. HEALEY III, CPA 401(K) PROFIT SHARING & TRUST 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: WILLIAM J. HEALEY III, CPA 401(K) PROFIT SHARING & TRUST 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: WILLIAM J. HEALEY III, CPA 401(K) PROFIT SHARING & TRUST 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: WILLIAM J. HEALEY III, CPA 401(K) PROFIT SHARING & TRUST 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: WILLIAM J. HEALEY III, CPA 401(K) PROFIT SHARING & TRUST 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: WILLIAM J. HEALEY III, CPA 401(K) PROFIT SHARING & TRUST 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	First time form 5500 has been submitted	Yes
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:	WILLIAM J. HEALEY III, CPA
Employer identification number (EIN):	542108500
NAIC Classification:	541211
NAIC Description:	Offices of Certified Public Accountants