Logo

MICHAEL S. HAWES & ASSOCIATES PROFIT SHARING PLAN 401k Plan overview

Plan NameMICHAEL S. HAWES & ASSOCIATES PROFIT SHARING PLAN
Plan identification number 003

MICHAEL S. HAWES & ASSOCIATES PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • 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.
  • 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.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • 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

MICHAEL S. HAWES & ASSOCIATES has sponsored the creation of one or more 401k plans.

Company Name:MICHAEL S. HAWES & ASSOCIATES
Employer identification number (EIN):680154875
NAIC Classification:541211
NAIC Description:Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MICHAEL S. HAWES & ASSOCIATES PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032023-01-01
0032023-01-01TIM WILLSON
0032022-01-01
0032022-01-01MICHAEL S. HAWES
0032021-01-01
0032021-01-01CHRISTIE UTTER
0032020-01-01
0032019-01-01
0032018-01-01
0032017-01-01TIM WILLSON
0032016-01-01TIM WILLSON
0032015-01-01TIM WILLSON
0032014-01-01TIM WILLSON
0032013-01-01MICHAEL HAWES
0032012-01-01MICHAEL HAWES
0032011-01-01RITA MASON
0032010-01-01RITA MASON
0032009-01-01RITA MASON

Financial Data on MICHAEL S. HAWES & ASSOCIATES PROFIT SHARING PLAN

Measure Date Value
2025 : MICHAEL S. HAWES & ASSOCIATES PROFIT SHARING PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-07-3154
Net assets as of the end of the plan year2025-07-31730206
Total assets as of the beginning of the plan year2025-07-311006809
Other expenses paid from plan in this plan year2025-07-3154
Other income to plan in this plan year2025-07-31-276549
Plan net income in this plan year2025-07-31-276603
Net assets as of the end of the plan year2025-07-31730206
Net assets as of the beginning of the plan year2025-07-311006809
2023 : MICHAEL S. HAWES & ASSOCIATES PROFIT SHARING PLAN 2023 401k financial data
Total income from all sources2023-12-31$92,797
Expenses. Total of all expenses incurred2023-12-31$3,392
Total plan assets at end of year2023-12-31$1,006,809
Total plan assets at beginning of year2023-12-31$917,404
Expenses. Other expenses not covered elsewhere2023-12-31$3,392
Other income received2023-12-31$76,046
Noncash contributions received2023-12-31$16,751
Net income (gross income less expenses)2023-12-31$89,405
Net plan assets at end of year (total assets less liabilities)2023-12-31$1,006,809
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$917,404
2022 : MICHAEL S. HAWES & ASSOCIATES PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources2022-12-31$-176,696
Expenses. Total of all expenses incurred2022-12-31$50,775
Benefits paid (including direct rollovers)2022-12-31$46,197
Total plan assets at end of year2022-12-31$917,404
Total plan assets at beginning of year2022-12-31$1,144,875
Expenses. Other expenses not covered elsewhere2022-12-31$4,578
Other income received2022-12-31$-176,696
Net income (gross income less expenses)2022-12-31$-227,471
Net plan assets at end of year (total assets less liabilities)2022-12-31$917,404
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$1,144,875
2021 : MICHAEL S. HAWES & ASSOCIATES PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources2021-12-31$19,799
Expenses. Total of all expenses incurred2021-12-31$16,021
Benefits paid (including direct rollovers)2021-12-31$13,156
Total plan assets at end of year2021-12-31$1,144,875
Total plan assets at beginning of year2021-12-31$1,141,097
Expenses. Other expenses not covered elsewhere2021-12-31$2,865
Other income received2021-12-31$19,799
Net income (gross income less expenses)2021-12-31$3,778
Net plan assets at end of year (total assets less liabilities)2021-12-31$1,144,875
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$1,141,097
2020 : MICHAEL S. HAWES & ASSOCIATES PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources2020-12-31$50,605
Expenses. Total of all expenses incurred2020-12-31$1,274
Total plan assets at end of year2020-12-31$1,141,097
Total plan assets at beginning of year2020-12-31$1,091,766
Expenses. Other expenses not covered elsewhere2020-12-31$1,274
Other income received2020-12-31$50,605
Net income (gross income less expenses)2020-12-31$49,331
Net plan assets at end of year (total assets less liabilities)2020-12-31$1,141,097
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$1,091,766
2019 : MICHAEL S. HAWES & ASSOCIATES PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources2019-12-31$-235,292
Expenses. Total of all expenses incurred2019-12-31$52,790
Benefits paid (including direct rollovers)2019-12-31$52,520
Total plan assets at end of year2019-12-31$1,091,766
Total plan assets at beginning of year2019-12-31$1,379,848
Expenses. Other expenses not covered elsewhere2019-12-31$270
Other income received2019-12-31$-235,292
Net income (gross income less expenses)2019-12-31$-288,082
Net plan assets at end of year (total assets less liabilities)2019-12-31$1,091,766
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$1,379,848
2018 : MICHAEL S. HAWES & ASSOCIATES PROFIT SHARING PLAN 2018 401k financial data
Total plan liabilities at beginning of year2018-12-31$15,000
Total income from all sources2018-12-31$81,744
Expenses. Total of all expenses incurred2018-12-31$294
Total plan assets at end of year2018-12-31$1,379,848
Total plan assets at beginning of year2018-12-31$1,313,398
Expenses. Other expenses not covered elsewhere2018-12-31$294
Other income received2018-12-31$81,744
Net income (gross income less expenses)2018-12-31$81,450
Net plan assets at end of year (total assets less liabilities)2018-12-31$1,379,848
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$1,298,398
2017 : MICHAEL S. HAWES & ASSOCIATES PROFIT SHARING PLAN 2017 401k financial data
Total plan liabilities at end of year2017-12-31$15,000
Total income from all sources2017-12-31$23,052
Expenses. Total of all expenses incurred2017-12-31$994
Total plan assets at end of year2017-12-31$1,313,398
Total plan assets at beginning of year2017-12-31$1,276,340
Expenses. Other expenses not covered elsewhere2017-12-31$994
Other income received2017-12-31$23,052
Net income (gross income less expenses)2017-12-31$22,058
Net plan assets at end of year (total assets less liabilities)2017-12-31$1,298,398
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$1,276,340
2016 : MICHAEL S. HAWES & ASSOCIATES PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources2016-12-31$72,696
Expenses. Total of all expenses incurred2016-12-31$360
Total plan assets at end of year2016-12-31$1,276,340
Total plan assets at beginning of year2016-12-31$1,204,004
Expenses. Other expenses not covered elsewhere2016-12-31$360
Other income received2016-12-31$72,696
Net income (gross income less expenses)2016-12-31$72,336
Net plan assets at end of year (total assets less liabilities)2016-12-31$1,276,340
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$1,204,004
2015 : MICHAEL S. HAWES & ASSOCIATES PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-12-31$24,555
Expenses. Total of all expenses incurred2015-12-31$5,185
Benefits paid (including direct rollovers)2015-12-31$5,014
Total plan assets at end of year2015-12-31$1,204,004
Total plan assets at beginning of year2015-12-31$1,184,634
Expenses. Other expenses not covered elsewhere2015-12-31$171
Other income received2015-12-31$24,555
Net income (gross income less expenses)2015-12-31$19,370
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,204,004
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$1,184,634
2014 : MICHAEL S. HAWES & ASSOCIATES PROFIT SHARING PLAN 2014 401k financial data
Total plan liabilities at beginning of year2014-12-31$20,450
Total income from all sources2014-12-31$231,161
Expenses. Total of all expenses incurred2014-12-31$15,384
Benefits paid (including direct rollovers)2014-12-31$1,210
Total plan assets at end of year2014-12-31$1,184,634
Total plan assets at beginning of year2014-12-31$989,307
Expenses. Other expenses not covered elsewhere2014-12-31$14,174
Other income received2014-12-31$231,161
Net income (gross income less expenses)2014-12-31$215,777
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,184,634
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$968,857
2013 : MICHAEL S. HAWES & ASSOCIATES PROFIT SHARING PLAN 2013 401k financial data
Total plan liabilities at end of year2013-12-31$20,450
Total income from all sources2013-12-31$-3,534
Expenses. Total of all expenses incurred2013-12-31$24,749
Benefits paid (including direct rollovers)2013-12-31$9,879
Total plan assets at end of year2013-12-31$989,307
Total plan assets at beginning of year2013-12-31$997,140
Expenses. Other expenses not covered elsewhere2013-12-31$14,870
Other income received2013-12-31$-3,534
Net income (gross income less expenses)2013-12-31$-28,283
Net plan assets at end of year (total assets less liabilities)2013-12-31$968,857
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$997,140
2012 : MICHAEL S. HAWES & ASSOCIATES PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$60,717
Expenses. Total of all expenses incurred2012-12-31$18,747
Benefits paid (including direct rollovers)2012-12-31$4,000
Total plan assets at end of year2012-12-31$997,140
Total plan assets at beginning of year2012-12-31$955,170
Expenses. Other expenses not covered elsewhere2012-12-31$14,747
Other income received2012-12-31$60,717
Net income (gross income less expenses)2012-12-31$41,970
Net plan assets at end of year (total assets less liabilities)2012-12-31$997,140
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$955,170
2011 : MICHAEL S. HAWES & ASSOCIATES PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$28,584
Expenses. Total of all expenses incurred2011-12-31$14,709
Total plan assets at end of year2011-12-31$955,170
Total plan assets at beginning of year2011-12-31$941,295
Assets. Value of loans (other than to participants)2011-12-31$42,950
Expenses. Other expenses not covered elsewhere2011-12-31$14,709
Other income received2011-12-31$28,584
Net income (gross income less expenses)2011-12-31$13,875
Net plan assets at end of year (total assets less liabilities)2011-12-31$955,170
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$941,295
Assets. Value of assets in partnership/joint-venture interests2011-12-31$265,954
Assets. Value of real-estate (other than employer real property)2011-12-31$338,571
2010 : MICHAEL S. HAWES & ASSOCIATES PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$66,812
Expenses. Total of all expenses incurred2010-12-31$45,556
Benefits paid (including direct rollovers)2010-12-31$2,000
Total plan assets at end of year2010-12-31$941,295
Total plan assets at beginning of year2010-12-31$920,039
Expenses. Other expenses not covered elsewhere2010-12-31$43,556
Contributions received from other sources (not participants or employers)2010-12-31$50,000
Other income received2010-12-31$16,812
Net income (gross income less expenses)2010-12-31$21,256
Net plan assets at end of year (total assets less liabilities)2010-12-31$941,295
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$920,039
Assets. Value of assets in partnership/joint-venture interests2010-12-31$140,954
Assets. Value of real-estate (other than employer real property)2010-12-31$565,746

Form 5500 Responses for MICHAEL S. HAWES & ASSOCIATES PROFIT SHARING PLAN

2023: MICHAEL S. HAWES & ASSOCIATES PROFIT SHARING PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: MICHAEL S. HAWES & ASSOCIATES PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: MICHAEL S. HAWES & ASSOCIATES PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: MICHAEL S. HAWES & ASSOCIATES PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: MICHAEL S. HAWES & ASSOCIATES PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: MICHAEL S. HAWES & ASSOCIATES PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: MICHAEL S. HAWES & ASSOCIATES PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: MICHAEL S. HAWES & ASSOCIATES PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: MICHAEL S. HAWES & ASSOCIATES PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: MICHAEL S. HAWES & ASSOCIATES PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: MICHAEL S. HAWES & ASSOCIATES PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: MICHAEL S. HAWES & ASSOCIATES PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: MICHAEL S. HAWES & ASSOCIATES PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: MICHAEL S. HAWES & ASSOCIATES PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: MICHAEL S. HAWES & ASSOCIATES PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1