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PROFIT SHARING PLAN & TRUST OF TOM HARDIE & ASSOCIATES, P.C. 401k Plan overview

Plan NamePROFIT SHARING PLAN & TRUST OF TOM HARDIE & ASSOCIATES, P.C.
Plan identification number 001

PROFIT SHARING PLAN & TRUST OF TOM HARDIE & ASSOCIATES, P.C. Benefits

401k Plan TypeDefined 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.

401k Sponsoring company profile

TOM HARDIE & ASSOCIATES, P.C. has sponsored the creation of one or more 401k plans.

Company Name:TOM HARDIE & ASSOCIATES, P.C.
Employer identification number (EIN):581265901
NAIC Classification:541211
NAIC Description:Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PROFIT SHARING PLAN & TRUST OF TOM HARDIE & ASSOCIATES, P.C.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-08-01
0012021-08-01
0012020-08-01TOM HARDIE2021-12-30 TOM HARDIE2021-12-30
0012019-08-01TOM HARDIE2020-11-20 TOM HARDIE2020-11-20
0012018-08-01
0012017-08-01TOM HARDIE, TRUSTEE TOM HARDIE, PRESIDENT2018-11-23
0012016-08-01TOM HARDIE, TRUSTEE TOM HARDIE, PRESIDENT2017-10-25
0012015-08-01TOM HARDIE, TRUSTEE TOM HARDIE, PRESIDENT2016-11-26
0012014-08-01TOM HARDIE, TRUSTEE TOM HARDIE, PRESIDENT2015-11-25
0012013-08-01TOM HARDIE, TRUSTEE TOM HARDIE, PRESIDENT2014-09-20
0012012-08-01TOM HARDIE, TRUSTEE TOM HARDIE, PRESIDENT2013-10-12
0012011-08-01TOM HARDIE, TRUSTEE TOM HARDIE, PRESIDENT2012-09-08
0012010-08-01TOM HARDIE, TRUSTEE TOM HARDIE, PRESIDENT2011-09-20
0012009-08-01TOM HARDIE, TRUSTEE TOM HARDIE, PRESIDENT2010-08-17

Financial Data on PROFIT SHARING PLAN & TRUST OF TOM HARDIE & ASSOCIATES, P.C.

Measure Date Value
2025 : PROFIT SHARING PLAN & TRUST OF TOM HARDIE & ASSOCIATES, P.C. 2025 401k financial data
Total liabilities as of the end of the plan year2025-05-1480000
Total liabilities as of the beginning of the plan year2025-05-145275
Total expenses incurred by plan in this plan year2025-05-14228392
Net assets as of the end of the plan year2025-05-144182383
Total assets as of the beginning of the plan year2025-05-143712829
Value of plan covered by a fidelity bond2025-05-14500000
Other income to plan in this plan year2025-05-14611446
Plan net income in this plan year2025-05-14394829
Net assets as of the end of the plan year2025-05-144102383
Net assets as of the beginning of the plan year2025-05-143707554
Employer contributions to plan in this plan year2025-05-1411775
Expensese paid to adminstrative service provicers from plan in this plan year2025-05-1481392
2019 : PROFIT SHARING PLAN & TRUST OF TOM HARDIE & ASSOCIATES, P.C. 2019 401k financial data
Transfers to/from the plan2019-07-31$0
Total plan liabilities at end of year2019-07-31$0
Total plan liabilities at beginning of year2019-07-31$0
Total income from all sources2019-07-31$693,991
Expenses. Total of all expenses incurred2019-07-31$237,737
Benefits paid (including direct rollovers)2019-07-31$227,043
Total plan assets at end of year2019-07-31$3,468,033
Total plan assets at beginning of year2019-07-31$3,011,779
Value of fidelity bond covering the plan2019-07-31$500,000
Total contributions received or receivable from participants2019-07-31$25,000
Expenses. Other expenses not covered elsewhere2019-07-31$10,694
Other income received2019-07-31$662,491
Net income (gross income less expenses)2019-07-31$456,254
Net plan assets at end of year (total assets less liabilities)2019-07-31$3,468,033
Net plan assets at beginning of year (total assets less liabilities)2019-07-31$3,011,779
Assets. Value of real-estate (other than employer real property)2019-07-31$0
Total contributions received or receivable from employer(s)2019-07-31$6,500
2018 : PROFIT SHARING PLAN & TRUST OF TOM HARDIE & ASSOCIATES, P.C. 2018 401k financial data
Total income from all sources2018-07-31$279,454
Expenses. Total of all expenses incurred2018-07-31$110,092
Benefits paid (including direct rollovers)2018-07-31$103,571
Total plan assets at end of year2018-07-31$3,011,779
Total plan assets at beginning of year2018-07-31$2,842,417
Value of fidelity bond covering the plan2018-07-31$300,000
Total contributions received or receivable from participants2018-07-31$24,500
Expenses. Other expenses not covered elsewhere2018-07-31$6,521
Other income received2018-07-31$248,954
Net income (gross income less expenses)2018-07-31$169,362
Net plan assets at end of year (total assets less liabilities)2018-07-31$3,011,779
Net plan assets at beginning of year (total assets less liabilities)2018-07-31$2,842,417
Total contributions received or receivable from employer(s)2018-07-31$6,000
2017 : PROFIT SHARING PLAN & TRUST OF TOM HARDIE & ASSOCIATES, P.C. 2017 401k financial data
Total plan liabilities at beginning of year2017-07-31$2,844
Total income from all sources2017-07-31$299,086
Expenses. Total of all expenses incurred2017-07-31$99,534
Benefits paid (including direct rollovers)2017-07-31$96,688
Total plan assets at end of year2017-07-31$2,842,417
Total plan assets at beginning of year2017-07-31$2,645,709
Value of fidelity bond covering the plan2017-07-31$300,000
Total contributions received or receivable from participants2017-07-31$24,000
Expenses. Other expenses not covered elsewhere2017-07-31$2,846
Other income received2017-07-31$269,086
Net income (gross income less expenses)2017-07-31$199,552
Net plan assets at end of year (total assets less liabilities)2017-07-31$2,842,417
Net plan assets at beginning of year (total assets less liabilities)2017-07-31$2,642,865
Total contributions received or receivable from employer(s)2017-07-31$6,000
2016 : PROFIT SHARING PLAN & TRUST OF TOM HARDIE & ASSOCIATES, P.C. 2016 401k financial data
Total plan liabilities at end of year2016-07-31$2,844
Total plan liabilities at beginning of year2016-07-31$12,188
Total income from all sources2016-07-31$22,957
Expenses. Total of all expenses incurred2016-07-31$105,147
Benefits paid (including direct rollovers)2016-07-31$100,911
Total plan assets at end of year2016-07-31$2,645,709
Total plan assets at beginning of year2016-07-31$2,737,243
Value of fidelity bond covering the plan2016-07-31$300,000
Total contributions received or receivable from participants2016-07-31$24,000
Expenses. Other expenses not covered elsewhere2016-07-31$4,236
Other income received2016-07-31$-6,543
Net income (gross income less expenses)2016-07-31$-82,190
Net plan assets at end of year (total assets less liabilities)2016-07-31$2,642,865
Net plan assets at beginning of year (total assets less liabilities)2016-07-31$2,725,055
Assets. Value of participant loans2016-07-31$12,370
Assets. Value of real-estate (other than employer real property)2016-07-31$1,125,000
Total contributions received or receivable from employer(s)2016-07-31$5,500
2015 : PROFIT SHARING PLAN & TRUST OF TOM HARDIE & ASSOCIATES, P.C. 2015 401k financial data
Total plan liabilities at end of year2015-07-31$12,188
Total income from all sources2015-07-31$62,883
Expenses. Total of all expenses incurred2015-07-31$25,138
Benefits paid (including direct rollovers)2015-07-31$20,500
Total plan assets at end of year2015-07-31$2,737,243
Total plan assets at beginning of year2015-07-31$2,687,310
Value of fidelity bond covering the plan2015-07-31$300,000
Total contributions received or receivable from participants2015-07-31$23,000
Expenses. Other expenses not covered elsewhere2015-07-31$4,638
Other income received2015-07-31$34,883
Net income (gross income less expenses)2015-07-31$37,745
Net plan assets at end of year (total assets less liabilities)2015-07-31$2,725,055
Net plan assets at beginning of year (total assets less liabilities)2015-07-31$2,687,310
Assets. Value of participant loans2015-07-31$15,508
Assets. Value of real-estate (other than employer real property)2015-07-31$1,125,000
Total contributions received or receivable from employer(s)2015-07-31$5,000
2014 : PROFIT SHARING PLAN & TRUST OF TOM HARDIE & ASSOCIATES, P.C. 2014 401k financial data
Total income from all sources2014-07-31$95,642
Expenses. Total of all expenses incurred2014-07-31$46,210
Benefits paid (including direct rollovers)2014-07-31$42,500
Total plan assets at end of year2014-07-31$2,687,310
Total plan assets at beginning of year2014-07-31$2,637,878
Value of fidelity bond covering the plan2014-07-31$300,000
Total contributions received or receivable from participants2014-07-31$23,000
Expenses. Other expenses not covered elsewhere2014-07-31$3,710
Other income received2014-07-31$67,642
Net income (gross income less expenses)2014-07-31$49,432
Net plan assets at end of year (total assets less liabilities)2014-07-31$2,687,310
Net plan assets at beginning of year (total assets less liabilities)2014-07-31$2,637,878
Assets. Value of participant loans2014-07-31$18,064
Assets. Value of real-estate (other than employer real property)2014-07-31$1,125,000
Total contributions received or receivable from employer(s)2014-07-31$5,000
2013 : PROFIT SHARING PLAN & TRUST OF TOM HARDIE & ASSOCIATES, P.C. 2013 401k financial data
Total income from all sources2013-07-31$271,023
Expenses. Total of all expenses incurred2013-07-31$4,529
Total plan assets at end of year2013-07-31$2,637,878
Total plan assets at beginning of year2013-07-31$2,371,384
Value of fidelity bond covering the plan2013-07-31$300,000
Total contributions received or receivable from participants2013-07-31$23,000
Expenses. Other expenses not covered elsewhere2013-07-31$4,529
Other income received2013-07-31$238,523
Net income (gross income less expenses)2013-07-31$266,494
Net plan assets at end of year (total assets less liabilities)2013-07-31$2,637,878
Net plan assets at beginning of year (total assets less liabilities)2013-07-31$2,371,384
Assets. Value of participant loans2013-07-31$20,895
Assets. Value of real-estate (other than employer real property)2013-07-31$1,125,000
Total contributions received or receivable from employer(s)2013-07-31$9,500
2012 : PROFIT SHARING PLAN & TRUST OF TOM HARDIE & ASSOCIATES, P.C. 2012 401k financial data
Total income from all sources2012-07-31$92,285
Expenses. Total of all expenses incurred2012-07-31$3,392
Total plan assets at end of year2012-07-31$2,371,384
Total plan assets at beginning of year2012-07-31$2,282,491
Value of fidelity bond covering the plan2012-07-31$250,000
Total contributions received or receivable from participants2012-07-31$22,000
Other income received2012-07-31$64,285
Net income (gross income less expenses)2012-07-31$88,893
Net plan assets at end of year (total assets less liabilities)2012-07-31$2,371,384
Net plan assets at beginning of year (total assets less liabilities)2012-07-31$2,282,491
Assets. Value of participant loans2012-07-31$21,328
Assets. Value of real-estate (other than employer real property)2012-07-31$1,125,000
Total contributions received or receivable from employer(s)2012-07-31$6,000
Expenses. Administrative service providers (salaries,fees and commissions)2012-07-31$3,392
2011 : PROFIT SHARING PLAN & TRUST OF TOM HARDIE & ASSOCIATES, P.C. 2011 401k financial data
Total income from all sources2011-07-31$254,585
Expenses. Total of all expenses incurred2011-07-31$3,517
Total plan assets at end of year2011-07-31$2,282,491
Total plan assets at beginning of year2011-07-31$2,031,423
Value of fidelity bond covering the plan2011-07-31$250,000
Total contributions received or receivable from participants2011-07-31$22,000
Other income received2011-07-31$226,585
Net income (gross income less expenses)2011-07-31$251,068
Net plan assets at end of year (total assets less liabilities)2011-07-31$2,282,491
Net plan assets at beginning of year (total assets less liabilities)2011-07-31$2,031,423
Assets. Value of participant loans2011-07-31$8,430
Assets. Value of real-estate (other than employer real property)2011-07-31$1,125,000
Total contributions received or receivable from employer(s)2011-07-31$6,000
Expenses. Administrative service providers (salaries,fees and commissions)2011-07-31$3,517

Form 5500 Responses for PROFIT SHARING PLAN & TRUST OF TOM HARDIE & ASSOCIATES, P.C.

2018: PROFIT SHARING PLAN & TRUST OF TOM HARDIE & ASSOCIATES, P.C. 2018 form 5500 responses
2018-08-01Type of plan entitySingle employer plan
2018-08-01Submission has been amendedNo
2018-08-01This submission is the final filingNo
2018-08-01This return/report is a short plan year return/report (less than 12 months)No
2018-08-01Plan is a collectively bargained planNo
2018-08-01Plan funding arrangement – TrustYes
2018-08-01Plan benefit arrangement - TrustYes
2017: PROFIT SHARING PLAN & TRUST OF TOM HARDIE & ASSOCIATES, P.C. 2017 form 5500 responses
2017-08-01Type of plan entitySingle employer plan
2017-08-01Plan funding arrangement – TrustYes
2017-08-01Plan benefit arrangement - TrustYes
2016: PROFIT SHARING PLAN & TRUST OF TOM HARDIE & ASSOCIATES, P.C. 2016 form 5500 responses
2016-08-01Type of plan entitySingle employer plan
2016-08-01Plan funding arrangement – TrustYes
2016-08-01Plan benefit arrangement - TrustYes
2015: PROFIT SHARING PLAN & TRUST OF TOM HARDIE & ASSOCIATES, P.C. 2015 form 5500 responses
2015-08-01Type of plan entitySingle employer plan
2015-08-01Plan funding arrangement – TrustYes
2015-08-01Plan benefit arrangement - TrustYes
2014: PROFIT SHARING PLAN & TRUST OF TOM HARDIE & ASSOCIATES, P.C. 2014 form 5500 responses
2014-08-01Type of plan entitySingle employer plan
2014-08-01Plan funding arrangement – TrustYes
2014-08-01Plan benefit arrangement - TrustYes
2013: PROFIT SHARING PLAN & TRUST OF TOM HARDIE & ASSOCIATES, P.C. 2013 form 5500 responses
2013-08-01Type of plan entitySingle employer plan
2013-08-01Plan funding arrangement – TrustYes
2013-08-01Plan benefit arrangement - TrustYes
2012: PROFIT SHARING PLAN & TRUST OF TOM HARDIE & ASSOCIATES, P.C. 2012 form 5500 responses
2012-08-01Type of plan entitySingle employer plan
2012-08-01Plan funding arrangement – TrustYes
2012-08-01Plan benefit arrangement - TrustYes
2011: PROFIT SHARING PLAN & TRUST OF TOM HARDIE & ASSOCIATES, P.C. 2011 form 5500 responses
2011-08-01Type of plan entitySingle employer plan
2011-08-01Plan funding arrangement – TrustYes
2011-08-01Plan benefit arrangement - TrustYes
2010: PROFIT SHARING PLAN & TRUST OF TOM HARDIE & ASSOCIATES, P.C. 2010 form 5500 responses
2010-08-01Type of plan entitySingle employer plan
2010-08-01Plan funding arrangement – TrustYes
2010-08-01Plan benefit arrangement - TrustYes
2009: PROFIT SHARING PLAN & TRUST OF TOM HARDIE & ASSOCIATES, P.C. 2009 form 5500 responses
2009-08-01Type of plan entitySingle employer plan
2009-08-01This submission is the final filingNo
2009-08-01Plan funding arrangement – TrustYes
2009-08-01Plan benefit arrangement - TrustYes

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