401k Plan data: PROFIT SHARING PLAN AND TRUST FOR HHMRGC & M, P.A. plan

PROFIT SHARING PLAN AND TRUST FOR HHMRGC & M, P.A. 401k Plan overview

Plan Name	PROFIT SHARING PLAN AND TRUST FOR HHMRGC & M, P.A.
Plan identification number	001

PROFIT SHARING PLAN AND TRUST FOR HHMRGC & M, P.A. Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
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

HAYES HOLT MOHR RAPPAPORT GIZZIE CAMPBELL & MOODY, P.A. has sponsored the creation of one or more 401k plans.

Company Name: HAYES HOLT MOHR RAPPAPORT GIZZIE CAMPBELL & MOODY, P.A.

Employer identification number (EIN): 561057727

NAIC Classification: 621111
NAIC Description: Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PROFIT SHARING PLAN AND TRUST FOR HHMRGC & M, P.A.

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 WINDSOR A. HOLT 2023-05-09
001 2021-01-01 WINDSOR A. HOLT 2022-07-14
001 2020-01-01 WINDSOR A. HOLT 2021-05-10
001 2019-01-01 WINDSOR A. HOLT 2020-05-20
001 2018-01-01
001 2017-01-01
001 2016-01-01
001 2015-01-01
001 2014-01-01 WINDSOR A. HOLT
001 2013-01-01 WINDSOR A. HOLT
001 2012-01-01 WINDSOR A. HOLT
001 2011-01-01 WINDSOR A. HOLT
001 2010-01-01 WINDSOR A. HOLT
001 2009-01-01 WINDSOR A. HOLT

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2022-01-01	WINDSOR A. HOLT	2023-05-09
001	2021-01-01	WINDSOR A. HOLT	2022-07-14
001	2020-01-01	WINDSOR A. HOLT	2021-05-10
001	2019-01-01	WINDSOR A. HOLT	2020-05-20
001	2018-01-01
001	2017-01-01
001	2016-01-01
001	2015-01-01
001	2014-01-01	WINDSOR A. HOLT
001	2013-01-01	WINDSOR A. HOLT
001	2012-01-01	WINDSOR A. HOLT
001	2011-01-01	WINDSOR A. HOLT
001	2010-01-01	WINDSOR A. HOLT
001	2009-01-01	WINDSOR A. HOLT

Plan Statistics for PROFIT SHARING PLAN AND TRUST FOR HHMRGC & M, P.A.

401k plan membership statisitcs for PROFIT SHARING PLAN AND TRUST FOR HHMRGC & M, P.A.

Measure Date Value
2022: PROFIT SHARING PLAN AND TRUST FOR HHMRGC & M, P.A. 2022 401k membership
Total participants, beginning-of-year 2022-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 0
Number of retired or separated participants receiving benefits 2022-01-01 10
Number of other retired or separated participants entitled to future benefits 2022-01-01 1
Total of all active and inactive participants 2022-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 11
Number of participants with account balances 2022-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: PROFIT SHARING PLAN AND TRUST FOR HHMRGC & M, P.A. 2021 401k membership
Total participants, beginning-of-year 2021-01-01 11
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 10
Number of other retired or separated participants entitled to future benefits 2021-01-01 1
Total of all active and inactive participants 2021-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 11
Number of participants with account balances 2021-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: PROFIT SHARING PLAN AND TRUST FOR HHMRGC & M, P.A. 2020 401k membership
Total participants, beginning-of-year 2020-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 0
Number of retired or separated participants receiving benefits 2020-01-01 10
Number of other retired or separated participants entitled to future benefits 2020-01-01 1
Total of all active and inactive participants 2020-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 11
Number of participants with account balances 2020-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: PROFIT SHARING PLAN AND TRUST FOR HHMRGC & M, P.A. 2019 401k membership
Total participants, beginning-of-year 2019-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 0
Number of retired or separated participants receiving benefits 2019-01-01 10
Number of other retired or separated participants entitled to future benefits 2019-01-01 1
Total of all active and inactive participants 2019-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 11
Number of participants with account balances 2019-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: PROFIT SHARING PLAN AND TRUST FOR HHMRGC & M, P.A. 2018 401k membership
Total participants, beginning-of-year 2018-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 0
Number of retired or separated participants receiving benefits 2018-01-01 10
Number of other retired or separated participants entitled to future benefits 2018-01-01 1
Total of all active and inactive participants 2018-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 11
Number of participants with account balances 2018-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: PROFIT SHARING PLAN AND TRUST FOR HHMRGC & M, P.A. 2017 401k membership
Total participants, beginning-of-year 2017-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 0
Number of retired or separated participants receiving benefits 2017-01-01 10
Number of other retired or separated participants entitled to future benefits 2017-01-01 1
Total of all active and inactive participants 2017-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 11
Number of participants with account balances 2017-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: PROFIT SHARING PLAN AND TRUST FOR HHMRGC & M, P.A. 2016 401k membership
Total participants, beginning-of-year 2016-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 0
Number of retired or separated participants receiving benefits 2016-01-01 11
Number of other retired or separated participants entitled to future benefits 2016-01-01 0
Total of all active and inactive participants 2016-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 11
Number of participants with account balances 2016-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: PROFIT SHARING PLAN AND TRUST FOR HHMRGC & M, P.A. 2015 401k membership
Total participants, beginning-of-year 2015-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 0
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 11
Total of all active and inactive participants 2015-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 11
Number of participants with account balances 2015-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: PROFIT SHARING PLAN AND TRUST FOR HHMRGC & M, P.A. 2014 401k membership
Total participants, beginning-of-year 2014-01-01 11
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 10
Number of other retired or separated participants entitled to future benefits 2014-01-01 1
Total of all active and inactive participants 2014-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 11
Number of participants with account balances 2014-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: PROFIT SHARING PLAN AND TRUST FOR HHMRGC & M, P.A. 2013 401k membership
Total participants, beginning-of-year 2013-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 0
Number of retired or separated participants receiving benefits 2013-01-01 10
Number of other retired or separated participants entitled to future benefits 2013-01-01 1
Total of all active and inactive participants 2013-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 11
Number of participants with account balances 2013-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: PROFIT SHARING PLAN AND TRUST FOR HHMRGC & M, P.A. 2012 401k membership
Total participants, beginning-of-year 2012-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 0
Number of retired or separated participants receiving benefits 2012-01-01 10
Number of other retired or separated participants entitled to future benefits 2012-01-01 1
Total of all active and inactive participants 2012-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 11
Number of participants with account balances 2012-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: PROFIT SHARING PLAN AND TRUST FOR HHMRGC & M, P.A. 2011 401k membership
Total participants, beginning-of-year 2011-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 0
Number of retired or separated participants receiving benefits 2011-01-01 10
Number of other retired or separated participants entitled to future benefits 2011-01-01 1
Total of all active and inactive participants 2011-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 11
Number of participants with account balances 2011-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: PROFIT SHARING PLAN AND TRUST FOR HHMRGC & M, P.A. 2010 401k membership
Total participants, beginning-of-year 2010-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 0
Number of retired or separated participants receiving benefits 2010-01-01 10
Number of other retired or separated participants entitled to future benefits 2010-01-01 1
Total of all active and inactive participants 2010-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 11
Number of participants with account balances 2010-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: PROFIT SHARING PLAN AND TRUST FOR HHMRGC & M, P.A. 2009 401k membership
Total participants, beginning-of-year 2009-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 0
Number of retired or separated participants receiving benefits 2009-01-01 10
Number of other retired or separated participants entitled to future benefits 2009-01-01 1
Total of all active and inactive participants 2009-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 11
Number of participants with account balances 2009-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2022: PROFIT SHARING PLAN AND TRUST FOR HHMRGC & M, P.A. 2022 401k membership
Total participants, beginning-of-year	2022-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	0
Number of retired or separated participants receiving benefits	2022-01-01	10
Number of other retired or separated participants entitled to future benefits	2022-01-01	1
Total of all active and inactive participants	2022-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	11
Number of participants with account balances	2022-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: PROFIT SHARING PLAN AND TRUST FOR HHMRGC & M, P.A. 2021 401k membership
Total participants, beginning-of-year	2021-01-01	11
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	10
Number of other retired or separated participants entitled to future benefits	2021-01-01	1
Total of all active and inactive participants	2021-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	11
Number of participants with account balances	2021-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: PROFIT SHARING PLAN AND TRUST FOR HHMRGC & M, P.A. 2020 401k membership
Total participants, beginning-of-year	2020-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	0
Number of retired or separated participants receiving benefits	2020-01-01	10
Number of other retired or separated participants entitled to future benefits	2020-01-01	1
Total of all active and inactive participants	2020-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	11
Number of participants with account balances	2020-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: PROFIT SHARING PLAN AND TRUST FOR HHMRGC & M, P.A. 2019 401k membership
Total participants, beginning-of-year	2019-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	0
Number of retired or separated participants receiving benefits	2019-01-01	10
Number of other retired or separated participants entitled to future benefits	2019-01-01	1
Total of all active and inactive participants	2019-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	11
Number of participants with account balances	2019-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: PROFIT SHARING PLAN AND TRUST FOR HHMRGC & M, P.A. 2018 401k membership
Total participants, beginning-of-year	2018-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	0
Number of retired or separated participants receiving benefits	2018-01-01	10
Number of other retired or separated participants entitled to future benefits	2018-01-01	1
Total of all active and inactive participants	2018-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	11
Number of participants with account balances	2018-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: PROFIT SHARING PLAN AND TRUST FOR HHMRGC & M, P.A. 2017 401k membership
Total participants, beginning-of-year	2017-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	0
Number of retired or separated participants receiving benefits	2017-01-01	10
Number of other retired or separated participants entitled to future benefits	2017-01-01	1
Total of all active and inactive participants	2017-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	11
Number of participants with account balances	2017-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: PROFIT SHARING PLAN AND TRUST FOR HHMRGC & M, P.A. 2016 401k membership
Total participants, beginning-of-year	2016-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	0
Number of retired or separated participants receiving benefits	2016-01-01	11
Number of other retired or separated participants entitled to future benefits	2016-01-01	0
Total of all active and inactive participants	2016-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	11
Number of participants with account balances	2016-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: PROFIT SHARING PLAN AND TRUST FOR HHMRGC & M, P.A. 2015 401k membership
Total participants, beginning-of-year	2015-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	0
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	11
Total of all active and inactive participants	2015-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	11
Number of participants with account balances	2015-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: PROFIT SHARING PLAN AND TRUST FOR HHMRGC & M, P.A. 2014 401k membership
Total participants, beginning-of-year	2014-01-01	11
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	10
Number of other retired or separated participants entitled to future benefits	2014-01-01	1
Total of all active and inactive participants	2014-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	11
Number of participants with account balances	2014-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: PROFIT SHARING PLAN AND TRUST FOR HHMRGC & M, P.A. 2013 401k membership
Total participants, beginning-of-year	2013-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	0
Number of retired or separated participants receiving benefits	2013-01-01	10
Number of other retired or separated participants entitled to future benefits	2013-01-01	1
Total of all active and inactive participants	2013-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	11
Number of participants with account balances	2013-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: PROFIT SHARING PLAN AND TRUST FOR HHMRGC & M, P.A. 2012 401k membership
Total participants, beginning-of-year	2012-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	0
Number of retired or separated participants receiving benefits	2012-01-01	10
Number of other retired or separated participants entitled to future benefits	2012-01-01	1
Total of all active and inactive participants	2012-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	11
Number of participants with account balances	2012-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: PROFIT SHARING PLAN AND TRUST FOR HHMRGC & M, P.A. 2011 401k membership
Total participants, beginning-of-year	2011-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	0
Number of retired or separated participants receiving benefits	2011-01-01	10
Number of other retired or separated participants entitled to future benefits	2011-01-01	1
Total of all active and inactive participants	2011-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	11
Number of participants with account balances	2011-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: PROFIT SHARING PLAN AND TRUST FOR HHMRGC & M, P.A. 2010 401k membership
Total participants, beginning-of-year	2010-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	0
Number of retired or separated participants receiving benefits	2010-01-01	10
Number of other retired or separated participants entitled to future benefits	2010-01-01	1
Total of all active and inactive participants	2010-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	11
Number of participants with account balances	2010-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: PROFIT SHARING PLAN AND TRUST FOR HHMRGC & M, P.A. 2009 401k membership
Total participants, beginning-of-year	2009-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	0
Number of retired or separated participants receiving benefits	2009-01-01	10
Number of other retired or separated participants entitled to future benefits	2009-01-01	1
Total of all active and inactive participants	2009-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	11
Number of participants with account balances	2009-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on PROFIT SHARING PLAN AND TRUST FOR HHMRGC & M, P.A.

Measure	Date	Value
2022 : PROFIT SHARING PLAN AND TRUST FOR HHMRGC & M, P.A. 2022 401k financial data
Total plan liabilities at end of year	2022-12-31	$3
Total plan liabilities at beginning of year	2022-12-31	$6,769
Total income from all sources	2022-12-31	$143,777
Expenses. Total of all expenses incurred	2022-12-31	$16,834
Benefits paid (including direct rollovers)	2022-12-31	$14,190
Total plan assets at end of year	2022-12-31	$535,143
Total plan assets at beginning of year	2022-12-31	$414,966
Value of fidelity bond covering the plan	2022-12-31	$300,000
Other income received	2022-12-31	$143,777
Net income (gross income less expenses)	2022-12-31	$126,943
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$535,140
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$408,197
Assets. Value of real-estate (other than employer real property)	2022-12-31	$40,447
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$2,644
2021 : PROFIT SHARING PLAN AND TRUST FOR HHMRGC & M, P.A. 2021 401k financial data
Total plan liabilities at end of year	2021-12-31	$6,769
Total plan liabilities at beginning of year	2021-12-31	$6,769
Total income from all sources	2021-12-31	$174,203
Expenses. Total of all expenses incurred	2021-12-31	$11,886
Benefits paid (including direct rollovers)	2021-12-31	$8,671
Total plan assets at end of year	2021-12-31	$414,966
Total plan assets at beginning of year	2021-12-31	$252,649
Value of fidelity bond covering the plan	2021-12-31	$300,000
Other income received	2021-12-31	$174,203
Net income (gross income less expenses)	2021-12-31	$162,317
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$408,197
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$245,880
Assets. Value of real-estate (other than employer real property)	2021-12-31	$94,924
Value of certain deemed distributions of participant loans	2021-12-31	$3,215
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
2020 : PROFIT SHARING PLAN AND TRUST FOR HHMRGC & M, P.A. 2020 401k financial data
Total plan liabilities at end of year	2020-12-31	$6,769
Total plan liabilities at beginning of year	2020-12-31	$6,769
Total income from all sources	2020-12-31	$1,927
Expenses. Total of all expenses incurred	2020-12-31	$11,228
Benefits paid (including direct rollovers)	2020-12-31	$8,778
Total plan assets at end of year	2020-12-31	$252,649
Total plan assets at beginning of year	2020-12-31	$261,950
Value of fidelity bond covering the plan	2020-12-31	$300,000
Other income received	2020-12-31	$1,927
Net income (gross income less expenses)	2020-12-31	$-9,301
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$245,880
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$255,181
Assets. Value of real-estate (other than employer real property)	2020-12-31	$134,742
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$2,450
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
2019 : PROFIT SHARING PLAN AND TRUST FOR HHMRGC & M, P.A. 2019 401k financial data
Total plan liabilities at end of year	2019-12-31	$6,769
Total plan liabilities at beginning of year	2019-12-31	$6,769
Total income from all sources	2019-12-31	$52,883
Expenses. Total of all expenses incurred	2019-12-31	$9,560
Benefits paid (including direct rollovers)	2019-12-31	$7,015
Total plan assets at end of year	2019-12-31	$261,950
Total plan assets at beginning of year	2019-12-31	$218,627
Value of fidelity bond covering the plan	2019-12-31	$300,000
Other income received	2019-12-31	$52,883
Net income (gross income less expenses)	2019-12-31	$43,323
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$255,181
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$211,858
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$2,545
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
2018 : PROFIT SHARING PLAN AND TRUST FOR HHMRGC & M, P.A. 2018 401k financial data
Total plan liabilities at end of year	2018-12-31	$6,769
Total plan liabilities at beginning of year	2018-12-31	$6,769
Total income from all sources	2018-12-31	$19
Expenses. Total of all expenses incurred	2018-12-31	$9,571
Benefits paid (including direct rollovers)	2018-12-31	$7,117
Total plan assets at end of year	2018-12-31	$218,627
Total plan assets at beginning of year	2018-12-31	$228,179
Value of fidelity bond covering the plan	2018-12-31	$300,000
Other income received	2018-12-31	$19
Net income (gross income less expenses)	2018-12-31	$-9,552
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$211,858
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$221,410
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$2,454
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
2017 : PROFIT SHARING PLAN AND TRUST FOR HHMRGC & M, P.A. 2017 401k financial data
Total plan liabilities at end of year	2017-12-31	$6,769
Total plan liabilities at beginning of year	2017-12-31	$6,769
Total income from all sources	2017-12-31	$-1,060
Expenses. Total of all expenses incurred	2017-12-31	$11,551
Benefits paid (including direct rollovers)	2017-12-31	$7,321
Total plan assets at end of year	2017-12-31	$228,179
Total plan assets at beginning of year	2017-12-31	$240,790
Value of fidelity bond covering the plan	2017-12-31	$300,000
Other income received	2017-12-31	$-1,060
Net income (gross income less expenses)	2017-12-31	$-12,611
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$221,410
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$234,021
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$4,230
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : PROFIT SHARING PLAN AND TRUST FOR HHMRGC & M, P.A. 2016 401k financial data
Total plan liabilities at end of year	2016-12-31	$6,769
Total plan liabilities at beginning of year	2016-12-31	$6,769
Total income from all sources	2016-12-31	$8,968
Expenses. Total of all expenses incurred	2016-12-31	$9,565
Benefits paid (including direct rollovers)	2016-12-31	$7,134
Total plan assets at end of year	2016-12-31	$240,790
Total plan assets at beginning of year	2016-12-31	$241,387
Value of fidelity bond covering the plan	2016-12-31	$300,000
Other income received	2016-12-31	$8,968
Net income (gross income less expenses)	2016-12-31	$-597
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$234,021
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$234,618
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$2,431
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : PROFIT SHARING PLAN AND TRUST FOR HHMRGC & M, P.A. 2015 401k financial data
Total plan liabilities at end of year	2015-12-31	$6,769
Total income from all sources	2015-12-31	$9,975
Expenses. Total of all expenses incurred	2015-12-31	$3,951
Total plan assets at end of year	2015-12-31	$241,387
Total plan assets at beginning of year	2015-12-31	$228,594
Value of fidelity bond covering the plan	2015-12-31	$300,000
Other income received	2015-12-31	$9,975
Net income (gross income less expenses)	2015-12-31	$6,024
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$234,618
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$228,594
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$3,951
2014 : PROFIT SHARING PLAN AND TRUST FOR HHMRGC & M, P.A. 2014 401k financial data
Total income from all sources	2014-12-31	$5
Expenses. Total of all expenses incurred	2014-12-31	$2,311
Total plan assets at end of year	2014-12-31	$228,594
Total plan assets at beginning of year	2014-12-31	$230,900
Value of fidelity bond covering the plan	2014-12-31	$765,000
Other income received	2014-12-31	$5
Net income (gross income less expenses)	2014-12-31	$-2,306
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$228,594
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$230,900
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$2,311
2013 : PROFIT SHARING PLAN AND TRUST FOR HHMRGC & M, P.A. 2013 401k financial data
Total income from all sources	2013-12-31	$156
Expenses. Total of all expenses incurred	2013-12-31	$6,249
Total plan assets at end of year	2013-12-31	$230,900
Total plan assets at beginning of year	2013-12-31	$236,993
Value of fidelity bond covering the plan	2013-12-31	$765,000
Other income received	2013-12-31	$156
Net income (gross income less expenses)	2013-12-31	$-6,093
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$230,900
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$236,993
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$6,249
2012 : PROFIT SHARING PLAN AND TRUST FOR HHMRGC & M, P.A. 2012 401k financial data
Total income from all sources	2012-12-31	$320
Expenses. Total of all expenses incurred	2012-12-31	$5,776
Total plan assets at end of year	2012-12-31	$236,993
Total plan assets at beginning of year	2012-12-31	$242,449
Value of fidelity bond covering the plan	2012-12-31	$765,000
Other income received	2012-12-31	$320
Net income (gross income less expenses)	2012-12-31	$-5,456
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$236,993
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$242,449
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$5,776
2011 : PROFIT SHARING PLAN AND TRUST FOR HHMRGC & M, P.A. 2011 401k financial data
Total income from all sources	2011-12-31	$10
Expenses. Total of all expenses incurred	2011-12-31	$5,402
Total plan assets at end of year	2011-12-31	$242,449
Total plan assets at beginning of year	2011-12-31	$247,841
Value of fidelity bond covering the plan	2011-12-31	$765,000
Other income received	2011-12-31	$10
Net income (gross income less expenses)	2011-12-31	$-5,392
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$242,449
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$247,841
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$5,402
2010 : PROFIT SHARING PLAN AND TRUST FOR HHMRGC & M, P.A. 2010 401k financial data
Total income from all sources	2010-12-31	$169
Expenses. Total of all expenses incurred	2010-12-31	$7,476
Total plan assets at end of year	2010-12-31	$247,841
Total plan assets at beginning of year	2010-12-31	$255,148
Value of fidelity bond covering the plan	2010-12-31	$300,000
Other income received	2010-12-31	$169
Net income (gross income less expenses)	2010-12-31	$-7,307
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$247,841
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$255,148
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$7,476

Form 5500 Responses for PROFIT SHARING PLAN AND TRUST FOR HHMRGC & M, P.A.

2022: PROFIT SHARING PLAN AND TRUST FOR HHMRGC & M, P.A. 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	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: PROFIT SHARING PLAN AND TRUST FOR HHMRGC & M, P.A. 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: PROFIT SHARING PLAN AND TRUST FOR HHMRGC & M, P.A. 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	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: PROFIT SHARING PLAN AND TRUST FOR HHMRGC & M, P.A. 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: PROFIT SHARING PLAN AND TRUST FOR HHMRGC & M, P.A. 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: PROFIT SHARING PLAN AND TRUST FOR HHMRGC & M, P.A. 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	This return/report is a short plan year return/report (less than 12 months)	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: PROFIT SHARING PLAN AND TRUST FOR HHMRGC & M, P.A. 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: PROFIT SHARING PLAN AND TRUST FOR HHMRGC & M, P.A. 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: PROFIT SHARING PLAN AND TRUST FOR HHMRGC & M, P.A. 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: PROFIT SHARING PLAN AND TRUST FOR HHMRGC & M, P.A. 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: PROFIT SHARING PLAN AND TRUST FOR HHMRGC & M, P.A. 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 is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: PROFIT SHARING PLAN AND TRUST FOR HHMRGC & M, P.A. 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 is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: PROFIT SHARING PLAN AND TRUST FOR HHMRGC & M, P.A. 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: PROFIT SHARING PLAN AND TRUST FOR HHMRGC & M, P.A. 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 is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	HAYES HOLT MOHR RAPPAPORT GIZZIE CAMPBELL & MOODY, P.A.
Employer identification number (EIN):	561057727
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)