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PROFIT SHARING PLAN FOR HOLLY C. ROUNDTREE CERTIFIED PUBLIC ACCOUNTANT 401k Plan overview

Plan NamePROFIT SHARING PLAN FOR HOLLY C. ROUNDTREE CERTIFIED PUBLIC ACCOUNTANT
Plan identification number 001

PROFIT SHARING PLAN FOR HOLLY C. ROUNDTREE CERTIFIED PUBLIC ACCOUNTANT Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan covering Self-Employed individuals.

401k Sponsoring company profile

HOLLY C. ROUNDTREE CERTIFIED PUBLIC ACCOUNTANT has sponsored the creation of one or more 401k plans.

Company Name:HOLLY C. ROUNDTREE CERTIFIED PUBLIC ACCOUNTANT
Employer identification number (EIN):752173478
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 FOR HOLLY C. ROUNDTREE CERTIFIED PUBLIC ACCOUNTANT

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012024-01-01HOLLY C. ROUNDTREE
0012023-01-01
0012023-01-01HOLLY C. ROUNDTREE
0012022-01-01
0012022-01-01HOLLY C. ROUNDTREE
0012021-01-01
0012021-01-01HOLLY C. ROUNDTREE
0012020-01-01
0012019-01-01
0012018-01-01HOLLY C. ROUNDTREE HOLLY C. ROUNDTREE2019-07-10
0012017-01-01HOLLY C. ROUNDTREE HOLLY C. ROUNDTREE2018-06-25
0012016-01-01HOLLY C. ROUNDTREE HOLLY C. ROUNDTREE2017-07-20
0012015-01-01HOLLY C. ROUNDTREE HOLLY C. ROUNDTREE2016-07-21
0012014-01-01HOLLY C. ROUNDTREE HOLLY C. ROUNDTREE2015-07-20
0012013-01-01HOLLY C. ROUNDTREE HOLLY C. ROUNDTREE2014-06-27
0012012-01-01HOLLY C. ROUNDTREE
0012011-01-01HOLLY C ROUNDTREE
0012010-01-01HOLLY C ROUNDTREE
0012009-01-01HOLLY C ROUNDTREE

Financial Data on PROFIT SHARING PLAN FOR HOLLY C. ROUNDTREE CERTIFIED PUBLIC ACCOUNTANT

Measure Date Value
2023 : PROFIT SHARING PLAN FOR HOLLY C. ROUNDTREE CERTIFIED PUBLIC ACCOUNTANT 2023 401k financial data
Total income from all sources2023-12-31$173,125
Total plan assets at end of year2023-12-31$1,126,091
Total plan assets at beginning of year2023-12-31$952,966
Other income received2023-12-31$173,125
Net income (gross income less expenses)2023-12-31$173,125
Net plan assets at end of year (total assets less liabilities)2023-12-31$1,126,091
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$952,966
2022 : PROFIT SHARING PLAN FOR HOLLY C. ROUNDTREE CERTIFIED PUBLIC ACCOUNTANT 2022 401k financial data
Total income from all sources2022-12-31$-129,956
Total plan assets at end of year2022-12-31$952,966
Total plan assets at beginning of year2022-12-31$1,082,922
Other income received2022-12-31$-129,956
Net income (gross income less expenses)2022-12-31$-129,956
Net plan assets at end of year (total assets less liabilities)2022-12-31$952,966
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$1,082,922
2021 : PROFIT SHARING PLAN FOR HOLLY C. ROUNDTREE CERTIFIED PUBLIC ACCOUNTANT 2021 401k financial data
Total income from all sources2021-12-31$187,854
Total plan assets at end of year2021-12-31$1,082,922
Total plan assets at beginning of year2021-12-31$895,068
Other income received2021-12-31$187,854
Net income (gross income less expenses)2021-12-31$187,854
Net plan assets at end of year (total assets less liabilities)2021-12-31$1,082,922
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$895,068
2020 : PROFIT SHARING PLAN FOR HOLLY C. ROUNDTREE CERTIFIED PUBLIC ACCOUNTANT 2020 401k financial data
Total income from all sources2020-12-31$106,231
Total plan assets at end of year2020-12-31$895,068
Total plan assets at beginning of year2020-12-31$788,837
Other income received2020-12-31$106,231
Net income (gross income less expenses)2020-12-31$106,231
Net plan assets at end of year (total assets less liabilities)2020-12-31$895,068
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$788,837
2019 : PROFIT SHARING PLAN FOR HOLLY C. ROUNDTREE CERTIFIED PUBLIC ACCOUNTANT 2019 401k financial data
Total income from all sources2019-12-31$165,999
Total plan assets at end of year2019-12-31$788,837
Total plan assets at beginning of year2019-12-31$622,838
Other income received2019-12-31$165,999
Net income (gross income less expenses)2019-12-31$165,999
Net plan assets at end of year (total assets less liabilities)2019-12-31$788,837
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$622,838
2018 : PROFIT SHARING PLAN FOR HOLLY C. ROUNDTREE CERTIFIED PUBLIC ACCOUNTANT 2018 401k financial data
Total income from all sources2018-12-31$-30,104
Total plan assets at end of year2018-12-31$622,838
Total plan assets at beginning of year2018-12-31$652,942
Other income received2018-12-31$-30,104
Net income (gross income less expenses)2018-12-31$-30,104
Net plan assets at end of year (total assets less liabilities)2018-12-31$622,838
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$652,942
2017 : PROFIT SHARING PLAN FOR HOLLY C. ROUNDTREE CERTIFIED PUBLIC ACCOUNTANT 2017 401k financial data
Total income from all sources2017-12-31$99,971
Total plan assets at end of year2017-12-31$652,942
Total plan assets at beginning of year2017-12-31$552,971
Other income received2017-12-31$99,971
Net income (gross income less expenses)2017-12-31$99,971
Net plan assets at end of year (total assets less liabilities)2017-12-31$652,942
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$552,971
2016 : PROFIT SHARING PLAN FOR HOLLY C. ROUNDTREE CERTIFIED PUBLIC ACCOUNTANT 2016 401k financial data
Total income from all sources2016-12-31$55,261
Total plan assets at end of year2016-12-31$552,971
Total plan assets at beginning of year2016-12-31$497,710
Other income received2016-12-31$55,261
Net income (gross income less expenses)2016-12-31$55,261
Net plan assets at end of year (total assets less liabilities)2016-12-31$552,971
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$497,710
2015 : PROFIT SHARING PLAN FOR HOLLY C. ROUNDTREE CERTIFIED PUBLIC ACCOUNTANT 2015 401k financial data
Total income from all sources2015-12-31$-1,878
Total plan assets at end of year2015-12-31$497,710
Total plan assets at beginning of year2015-12-31$499,588
Other income received2015-12-31$-1,878
Net income (gross income less expenses)2015-12-31$-1,878
Net plan assets at end of year (total assets less liabilities)2015-12-31$497,710
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$499,588
2014 : PROFIT SHARING PLAN FOR HOLLY C. ROUNDTREE CERTIFIED PUBLIC ACCOUNTANT 2014 401k financial data
Total income from all sources2014-12-31$54,534
Total plan assets at end of year2014-12-31$499,588
Total plan assets at beginning of year2014-12-31$445,054
Other income received2014-12-31$54,534
Net income (gross income less expenses)2014-12-31$54,534
Net plan assets at end of year (total assets less liabilities)2014-12-31$499,588
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$445,054
2013 : PROFIT SHARING PLAN FOR HOLLY C. ROUNDTREE CERTIFIED PUBLIC ACCOUNTANT 2013 401k financial data
Total income from all sources2013-12-31$93,423
Total plan assets at end of year2013-12-31$445,054
Total plan assets at beginning of year2013-12-31$351,631
Other income received2013-12-31$93,423
Net income (gross income less expenses)2013-12-31$93,423
Net plan assets at end of year (total assets less liabilities)2013-12-31$445,054
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$351,631
2012 : PROFIT SHARING PLAN FOR HOLLY C. ROUNDTREE CERTIFIED PUBLIC ACCOUNTANT 2012 401k financial data
Total income from all sources2012-12-31$42,766
Total plan assets at end of year2012-12-31$351,631
Total plan assets at beginning of year2012-12-31$308,865
Other income received2012-12-31$42,766
Net income (gross income less expenses)2012-12-31$42,766
Net plan assets at end of year (total assets less liabilities)2012-12-31$351,631
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$308,865
2011 : PROFIT SHARING PLAN FOR HOLLY C. ROUNDTREE CERTIFIED PUBLIC ACCOUNTANT 2011 401k financial data
Total income from all sources2011-12-31$3,928
Total plan assets at end of year2011-12-31$308,865
Total plan assets at beginning of year2011-12-31$304,937
Other income received2011-12-31$3,928
Net income (gross income less expenses)2011-12-31$3,928
Net plan assets at end of year (total assets less liabilities)2011-12-31$308,865
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$304,937
2010 : PROFIT SHARING PLAN FOR HOLLY C. ROUNDTREE CERTIFIED PUBLIC ACCOUNTANT 2010 401k financial data
Total income from all sources2010-12-31$40,383
Total plan assets at end of year2010-12-31$304,937
Total plan assets at beginning of year2010-12-31$264,554
Other income received2010-12-31$40,383
Net income (gross income less expenses)2010-12-31$40,383
Net plan assets at end of year (total assets less liabilities)2010-12-31$304,937
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$264,554

Form 5500 Responses for PROFIT SHARING PLAN FOR HOLLY C. ROUNDTREE CERTIFIED PUBLIC ACCOUNTANT

2023: PROFIT SHARING PLAN FOR HOLLY C. ROUNDTREE CERTIFIED PUBLIC ACCOUNTANT 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: PROFIT SHARING PLAN FOR HOLLY C. ROUNDTREE CERTIFIED PUBLIC ACCOUNTANT 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: PROFIT SHARING PLAN FOR HOLLY C. ROUNDTREE CERTIFIED PUBLIC ACCOUNTANT 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: PROFIT SHARING PLAN FOR HOLLY C. ROUNDTREE CERTIFIED PUBLIC ACCOUNTANT 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: PROFIT SHARING PLAN FOR HOLLY C. ROUNDTREE CERTIFIED PUBLIC ACCOUNTANT 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: PROFIT SHARING PLAN FOR HOLLY C. ROUNDTREE CERTIFIED PUBLIC ACCOUNTANT 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: PROFIT SHARING PLAN FOR HOLLY C. ROUNDTREE CERTIFIED PUBLIC ACCOUNTANT 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: PROFIT SHARING PLAN FOR HOLLY C. ROUNDTREE CERTIFIED PUBLIC ACCOUNTANT 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: PROFIT SHARING PLAN FOR HOLLY C. ROUNDTREE CERTIFIED PUBLIC ACCOUNTANT 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: PROFIT SHARING PLAN FOR HOLLY C. ROUNDTREE CERTIFIED PUBLIC ACCOUNTANT 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: PROFIT SHARING PLAN FOR HOLLY C. ROUNDTREE CERTIFIED PUBLIC ACCOUNTANT 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: PROFIT SHARING PLAN FOR HOLLY C. ROUNDTREE CERTIFIED PUBLIC ACCOUNTANT 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: PROFIT SHARING PLAN FOR HOLLY C. ROUNDTREE CERTIFIED PUBLIC ACCOUNTANT 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: PROFIT SHARING PLAN FOR HOLLY C. ROUNDTREE CERTIFIED PUBLIC ACCOUNTANT 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: PROFIT SHARING PLAN FOR HOLLY C. ROUNDTREE CERTIFIED PUBLIC ACCOUNTANT 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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