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

Plan NamePROFIT 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 TypeDefined 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 SignedName of Company SponsorDate Sponsor Signed
0012023-01-01WINDSOR A. HOLT2024-05-15
0012022-01-01WINDSOR A. HOLT2023-05-09
0012021-01-01WINDSOR A. HOLT2022-07-14
0012020-01-01WINDSOR A. HOLT2021-05-10
0012019-01-01WINDSOR A. HOLT2020-05-20
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01WINDSOR A. HOLT
0012013-01-01WINDSOR A. HOLT
0012012-01-01WINDSOR A. HOLT
0012011-01-01WINDSOR A. HOLT
0012010-01-01WINDSOR A. HOLT
0012009-01-01WINDSOR A. HOLT

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

Measure Date Value
2024 : PROFIT SHARING PLAN AND TRUST FOR HHMRGC & M, P.A. 2024 401k financial data
Total plan liabilities at end of year2024-01-01$3
Total plan liabilities at beginning of year2024-01-01$3
Total income from all sources2024-01-01$104,221
Expenses. Total of all expenses incurred2024-01-01$456,788
Benefits paid (including direct rollovers)2024-01-01$449,994
Total plan assets at end of year2024-01-01$118,022
Total plan assets at beginning of year2024-01-01$470,589
Value of fidelity bond covering the plan2024-01-01$300,000
Other income received2024-01-01$104,221
Net income (gross income less expenses)2024-01-01$-352,567
Net plan assets at end of year (total assets less liabilities)2024-01-01$118,019
Net plan assets at beginning of year (total assets less liabilities)2024-01-01$470,586
Assets. Value of real-estate (other than employer real property)2024-01-01$0
Expenses. Administrative service providers (salaries,fees and commissions)2024-01-01$6,794
2023 : PROFIT SHARING PLAN AND TRUST FOR HHMRGC & M, P.A. 2023 401k financial data
Total plan liabilities at end of year2023-12-31$3
Total plan liabilities at beginning of year2023-12-31$3
Total income from all sources2023-12-31$118,170
Expenses. Total of all expenses incurred2023-12-31$182,724
Benefits paid (including direct rollovers)2023-12-31$181,377
Total plan assets at end of year2023-12-31$470,589
Total plan assets at beginning of year2023-12-31$535,143
Value of fidelity bond covering the plan2023-12-31$300,000
Other income received2023-12-31$118,170
Net income (gross income less expenses)2023-12-31$-64,554
Net plan assets at end of year (total assets less liabilities)2023-12-31$470,586
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$535,140
Assets. Value of real-estate (other than employer real property)2023-12-31$21,259
Expenses. Administrative service providers (salaries,fees and commissions)2023-12-31$1,347
2022 : PROFIT SHARING PLAN AND TRUST FOR HHMRGC & M, P.A. 2022 401k financial data
Total plan liabilities at end of year2022-12-31$3
Total plan liabilities at beginning of year2022-12-31$6,769
Total income from all sources2022-12-31$143,777
Expenses. Total of all expenses incurred2022-12-31$16,834
Benefits paid (including direct rollovers)2022-12-31$14,190
Total plan assets at end of year2022-12-31$535,143
Total plan assets at beginning of year2022-12-31$414,966
Value of fidelity bond covering the plan2022-12-31$300,000
Other income received2022-12-31$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 year2021-12-31$6,769
Total plan liabilities at beginning of year2021-12-31$6,769
Total income from all sources2021-12-31$174,203
Expenses. Total of all expenses incurred2021-12-31$11,886
Benefits paid (including direct rollovers)2021-12-31$8,671
Total plan assets at end of year2021-12-31$414,966
Total plan assets at beginning of year2021-12-31$252,649
Value of fidelity bond covering the plan2021-12-31$300,000
Other income received2021-12-31$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 loans2021-12-31$3,215
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
2020 : PROFIT SHARING PLAN AND TRUST FOR HHMRGC & M, P.A. 2020 401k financial data
Total plan liabilities at end of year2020-12-31$6,769
Total plan liabilities at beginning of year2020-12-31$6,769
Total income from all sources2020-12-31$1,927
Expenses. Total of all expenses incurred2020-12-31$11,228
Benefits paid (including direct rollovers)2020-12-31$8,778
Total plan assets at end of year2020-12-31$252,649
Total plan assets at beginning of year2020-12-31$261,950
Value of fidelity bond covering the plan2020-12-31$300,000
Other income received2020-12-31$1,927
Net income (gross income less expenses)2020-12-31$-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 securities2020-12-31$0
2019 : PROFIT SHARING PLAN AND TRUST FOR HHMRGC & M, P.A. 2019 401k financial data
Total plan liabilities at end of year2019-12-31$6,769
Total plan liabilities at beginning of year2019-12-31$6,769
Total income from all sources2019-12-31$52,883
Expenses. Total of all expenses incurred2019-12-31$9,560
Benefits paid (including direct rollovers)2019-12-31$7,015
Total plan assets at end of year2019-12-31$261,950
Total plan assets at beginning of year2019-12-31$218,627
Value of fidelity bond covering the plan2019-12-31$300,000
Other income received2019-12-31$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 securities2019-12-31$0
2018 : PROFIT SHARING PLAN AND TRUST FOR HHMRGC & M, P.A. 2018 401k financial data
Total plan liabilities at end of year2018-12-31$6,769
Total plan liabilities at beginning of year2018-12-31$6,769
Total income from all sources2018-12-31$19
Expenses. Total of all expenses incurred2018-12-31$9,571
Benefits paid (including direct rollovers)2018-12-31$7,117
Total plan assets at end of year2018-12-31$218,627
Total plan assets at beginning of year2018-12-31$228,179
Value of fidelity bond covering the plan2018-12-31$300,000
Other income received2018-12-31$19
Net income (gross income less expenses)2018-12-31$-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 securities2018-12-31$0
2017 : PROFIT SHARING PLAN AND TRUST FOR HHMRGC & M, P.A. 2017 401k financial data
Total plan liabilities at end of year2017-12-31$6,769
Total plan liabilities at beginning of year2017-12-31$6,769
Total income from all sources2017-12-31$-1,060
Expenses. Total of all expenses incurred2017-12-31$11,551
Benefits paid (including direct rollovers)2017-12-31$7,321
Total plan assets at end of year2017-12-31$228,179
Total plan assets at beginning of year2017-12-31$240,790
Value of fidelity bond covering the plan2017-12-31$300,000
Other income received2017-12-31$-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 securities2017-12-31$0
2016 : PROFIT SHARING PLAN AND TRUST FOR HHMRGC & M, P.A. 2016 401k financial data
Total plan liabilities at end of year2016-12-31$6,769
Total plan liabilities at beginning of year2016-12-31$6,769
Total income from all sources2016-12-31$8,968
Expenses. Total of all expenses incurred2016-12-31$9,565
Benefits paid (including direct rollovers)2016-12-31$7,134
Total plan assets at end of year2016-12-31$240,790
Total plan assets at beginning of year2016-12-31$241,387
Value of fidelity bond covering the plan2016-12-31$300,000
Other income received2016-12-31$8,968
Net income (gross income less expenses)2016-12-31$-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 securities2016-12-31$0
2015 : PROFIT SHARING PLAN AND TRUST FOR HHMRGC & M, P.A. 2015 401k financial data
Total plan liabilities at end of year2015-12-31$6,769
Total income from all sources2015-12-31$9,975
Expenses. Total of all expenses incurred2015-12-31$3,951
Total plan assets at end of year2015-12-31$241,387
Total plan assets at beginning of year2015-12-31$228,594
Value of fidelity bond covering the plan2015-12-31$300,000
Other income received2015-12-31$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 sources2014-12-31$5
Expenses. Total of all expenses incurred2014-12-31$2,311
Total plan assets at end of year2014-12-31$228,594
Total plan assets at beginning of year2014-12-31$230,900
Value of fidelity bond covering the plan2014-12-31$765,000
Other income received2014-12-31$5
Net income (gross income less expenses)2014-12-31$-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 sources2013-12-31$156
Expenses. Total of all expenses incurred2013-12-31$6,249
Total plan assets at end of year2013-12-31$230,900
Total plan assets at beginning of year2013-12-31$236,993
Value of fidelity bond covering the plan2013-12-31$765,000
Other income received2013-12-31$156
Net income (gross income less expenses)2013-12-31$-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 sources2012-12-31$320
Expenses. Total of all expenses incurred2012-12-31$5,776
Total plan assets at end of year2012-12-31$236,993
Total plan assets at beginning of year2012-12-31$242,449
Value of fidelity bond covering the plan2012-12-31$765,000
Other income received2012-12-31$320
Net income (gross income less expenses)2012-12-31$-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 sources2011-12-31$10
Expenses. Total of all expenses incurred2011-12-31$5,402
Total plan assets at end of year2011-12-31$242,449
Total plan assets at beginning of year2011-12-31$247,841
Value of fidelity bond covering the plan2011-12-31$765,000
Other income received2011-12-31$10
Net income (gross income less expenses)2011-12-31$-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 sources2010-12-31$169
Expenses. Total of all expenses incurred2010-12-31$7,476
Total plan assets at end of year2010-12-31$247,841
Total plan assets at beginning of year2010-12-31$255,148
Value of fidelity bond covering the plan2010-12-31$300,000
Other income received2010-12-31$169
Net income (gross income less expenses)2010-12-31$-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.

2023: PROFIT SHARING PLAN AND TRUST FOR HHMRGC & M, P.A. 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: PROFIT SHARING PLAN AND TRUST FOR HHMRGC & M, P.A. 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: PROFIT SHARING PLAN AND TRUST FOR HHMRGC & M, P.A. 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: PROFIT SHARING PLAN AND TRUST FOR HHMRGC & M, P.A. 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: PROFIT SHARING PLAN AND TRUST FOR HHMRGC & M, P.A. 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: PROFIT SHARING PLAN AND TRUST FOR HHMRGC & M, P.A. 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: PROFIT SHARING PLAN AND TRUST FOR HHMRGC & M, P.A. 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: PROFIT SHARING PLAN AND TRUST FOR HHMRGC & M, P.A. 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: PROFIT SHARING PLAN AND TRUST FOR HHMRGC & M, P.A. 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: PROFIT SHARING PLAN AND TRUST FOR HHMRGC & M, P.A. 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: PROFIT SHARING PLAN AND TRUST FOR HHMRGC & M, P.A. 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: PROFIT SHARING PLAN AND TRUST FOR HHMRGC & M, P.A. 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: PROFIT SHARING PLAN AND TRUST FOR HHMRGC & M, P.A. 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: PROFIT SHARING PLAN AND TRUST FOR HHMRGC & M, P.A. 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: PROFIT SHARING PLAN AND TRUST FOR HHMRGC & M, P.A. 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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