401k Plan data: MARY JO HEHER CPA PC PROFIT SHARING PLAN plan

MARY JO HEHER CPA PC PROFIT SHARING PLAN 401k Plan overview

Plan Name	MARY JO HEHER CPA PC PROFIT SHARING PLAN
Plan identification number	004

MARY JO HEHER CPA PC PROFIT SHARING PLAN Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	Profit-sharing 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

MARY JO HEHER, CPA, PC has sponsored the creation of one or more 401k plans.

Company Name: MARY JO HEHER, CPA, PC

Employer identification number (EIN): 860516913

NAIC Classification: 541211
NAIC Description: Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MARY JO HEHER CPA PC PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
004 2016-01-01 MARY JO HEHER CPA 2017-03-12
004 2015-01-01 MARY JO HEHER CPA 2016-04-28
004 2014-01-01 MARY JO HEHER CPA
004 2013-01-01 MARY JO HEHER CPA
004 2012-01-01 MARY JO HEHER CPA
004 2011-01-01 MARY JO HEHER CPA
004 2009-01-01 MARY JO HEHER CPA MARY JO HEHER CPA 2010-04-26

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
004	2016-01-01	MARY JO HEHER CPA	2017-03-12
004	2015-01-01	MARY JO HEHER CPA	2016-04-28
004	2014-01-01	MARY JO HEHER CPA
004	2013-01-01	MARY JO HEHER CPA
004	2012-01-01	MARY JO HEHER CPA
004	2011-01-01	MARY JO HEHER CPA
004	2009-01-01	MARY JO HEHER CPA		MARY JO HEHER CPA	2010-04-26

Plan Statistics for MARY JO HEHER CPA PC PROFIT SHARING PLAN

401k plan membership statisitcs for MARY JO HEHER CPA PC PROFIT SHARING PLAN

Measure Date Value
2014: MARY JO HEHER CPA PC PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 2
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 2
Number of participants with account balances 2014-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: MARY JO HEHER CPA PC PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 2
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 0
Total of all active and inactive participants 2013-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 2
Number of participants with account balances 2013-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: MARY JO HEHER CPA PC PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 2
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 0
Total of all active and inactive participants 2012-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 2
Number of participants with account balances 2012-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: MARY JO HEHER CPA PC PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 2
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 0
Total of all active and inactive participants 2011-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 2
Number of participants with account balances 2011-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: MARY JO HEHER CPA PC PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 2
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 0
Total of all active and inactive participants 2009-01-01 2
Total participants 2009-01-01 2
Number of participants with account balances 2009-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2014: MARY JO HEHER CPA PC PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	2
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	2
Number of participants with account balances	2014-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: MARY JO HEHER CPA PC PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	2
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	0
Total of all active and inactive participants	2013-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	2
Number of participants with account balances	2013-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: MARY JO HEHER CPA PC PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	2
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	2
Number of participants with account balances	2012-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: MARY JO HEHER CPA PC PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	2
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	0
Total of all active and inactive participants	2011-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	2
Number of participants with account balances	2011-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: MARY JO HEHER CPA PC PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	2
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	0
Total of all active and inactive participants	2009-01-01	2
Total participants	2009-01-01	2
Number of participants with account balances	2009-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on MARY JO HEHER CPA PC PROFIT SHARING PLAN

Measure	Date	Value
2014 : MARY JO HEHER CPA PC PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$114,986
Expenses. Total of all expenses incurred	2014-12-31	$613
Total plan assets at end of year	2014-12-31	$856,785
Total plan assets at beginning of year	2014-12-31	$742,412
Value of fidelity bond covering the plan	2014-12-31	$100,000
Expenses. Other expenses not covered elsewhere	2014-12-31	$613
Other income received	2014-12-31	$79,545
Net income (gross income less expenses)	2014-12-31	$114,373
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$856,785
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$742,412
Total contributions received or receivable from employer(s)	2014-12-31	$35,441
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : MARY JO HEHER CPA PC PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$193,875
Expenses. Total of all expenses incurred	2013-12-31	$542
Total plan assets at end of year	2013-12-31	$742,412
Total plan assets at beginning of year	2013-12-31	$549,079
Value of fidelity bond covering the plan	2013-12-31	$75,000
Expenses. Other expenses not covered elsewhere	2013-12-31	$542
Other income received	2013-12-31	$162,807
Net income (gross income less expenses)	2013-12-31	$193,333
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$742,412
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$549,079
Total contributions received or receivable from employer(s)	2013-12-31	$31,068
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : MARY JO HEHER CPA PC PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$64,893
Expenses. Total of all expenses incurred	2012-12-31	$480
Total plan assets at end of year	2012-12-31	$549,079
Total plan assets at beginning of year	2012-12-31	$484,666
Expenses. Other expenses not covered elsewhere	2012-12-31	$480
Other income received	2012-12-31	$33,884
Net income (gross income less expenses)	2012-12-31	$64,413
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$549,079
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$484,666
Total contributions received or receivable from employer(s)	2012-12-31	$31,009
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : MARY JO HEHER CPA PC PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$13,478
Expenses. Total of all expenses incurred	2011-12-31	$331
Total plan assets at end of year	2011-12-31	$484,666
Total plan assets at beginning of year	2011-12-31	$471,519
Total contributions received or receivable from participants	2011-12-31	$0
Expenses. Other expenses not covered elsewhere	2011-12-31	$331
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$-12,827
Noncash contributions received	2011-12-31	$0
Net income (gross income less expenses)	2011-12-31	$13,147
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$484,666
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$471,519
Total contributions received or receivable from employer(s)	2011-12-31	$26,305
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : MARY JO HEHER CPA PC PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$69,550
Expenses. Total of all expenses incurred	2010-12-31	$216
Total plan assets at end of year	2010-12-31	$471,519
Total plan assets at beginning of year	2010-12-31	$402,185
Expenses. Other expenses not covered elsewhere	2010-12-31	$216
Other income received	2010-12-31	$41,695
Net income (gross income less expenses)	2010-12-31	$69,334
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$471,519
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$402,185
Total contributions received or receivable from employer(s)	2010-12-31	$27,855
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : MARY JO HEHER CPA PC PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for MARY JO HEHER CPA PC PROFIT SHARING PLAN

2014: MARY JO HEHER CPA PC PROFIT SHARING PLAN 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: MARY JO HEHER CPA PC PROFIT SHARING PLAN 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: MARY JO HEHER CPA PC PROFIT SHARING PLAN 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: MARY JO HEHER CPA PC PROFIT SHARING PLAN 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
2009: MARY JO HEHER CPA PC PROFIT SHARING PLAN 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:	MARY JO HEHER, CPA, PC
Employer identification number (EIN):	860516913
NAIC Classification:	541211
NAIC Description:	Offices of Certified Public Accountants