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THOMAS E HOLTER PC PROFIT SHARING PLAN & TRUST AGREEMENT 401k Plan overview

Plan NameTHOMAS E HOLTER PC PROFIT SHARING PLAN & TRUST AGREEMENT
Plan identification number 001

THOMAS E HOLTER PC PROFIT SHARING PLAN & TRUST AGREEMENT 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.
  • 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

THOMAS E HOLTER PC has sponsored the creation of one or more 401k plans.

Company Name:THOMAS E HOLTER PC
Employer identification number (EIN):860535668
NAIC Classification:541211
NAIC Description:Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THOMAS E HOLTER PC PROFIT SHARING PLAN & TRUST AGREEMENT

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01THOMAS E HOLTER
0012017-01-01THOMAS E HOLTER
0012016-01-01THOMAS E HOLTER
0012015-01-01THOMAS E HOLTER
0012014-01-01THOMAS E HOLTER
0012013-01-01THOMAS E HOLTER
0012012-01-01THOMAS E HOLTER
0012011-01-01THOMAS E HOLTER
0012009-01-01 THOMAS E HOLTER2010-04-27
0012009-01-01THOMAS E HOLTER

Plan Statistics for THOMAS E HOLTER PC PROFIT SHARING PLAN & TRUST AGREEMENT

401k plan membership statisitcs for THOMAS E HOLTER PC PROFIT SHARING PLAN & TRUST AGREEMENT

Measure Date Value
2023: THOMAS E HOLTER PC PROFIT SHARING PLAN & TRUST AGREEMENT 2023 401k membership
Total participants, beginning-of-year2023-01-011
Number of retired or separated participants receiving benefits2023-01-010
Total of all active and inactive participants2023-01-010
Total participants2023-01-010
Number of participants with account balances2023-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: THOMAS E HOLTER PC PROFIT SHARING PLAN & TRUST AGREEMENT 2022 401k membership
Total participants, beginning-of-year2022-01-011
Total number of active participants reported on line 7a of the Form 55002022-01-011
Total of all active and inactive participants2022-01-011
Total participants2022-01-011
Number of participants with account balances2022-01-011
2021: THOMAS E HOLTER PC PROFIT SHARING PLAN & TRUST AGREEMENT 2021 401k membership
Total participants, beginning-of-year2021-01-011
Total number of active participants reported on line 7a of the Form 55002021-01-011
Total of all active and inactive participants2021-01-011
Total participants2021-01-011
Number of participants with account balances2021-01-011
2020: THOMAS E HOLTER PC PROFIT SHARING PLAN & TRUST AGREEMENT 2020 401k membership
Total participants, beginning-of-year2020-01-011
Total number of active participants reported on line 7a of the Form 55002020-01-011
Total of all active and inactive participants2020-01-011
Total participants2020-01-011
Number of participants with account balances2020-01-011
2019: THOMAS E HOLTER PC PROFIT SHARING PLAN & TRUST AGREEMENT 2019 401k membership
Total participants, beginning-of-year2019-01-012
Total number of active participants reported on line 7a of the Form 55002019-01-011
Total of all active and inactive participants2019-01-011
Total participants2019-01-011
Number of participants with account balances2019-01-011
2018: THOMAS E HOLTER PC PROFIT SHARING PLAN & TRUST AGREEMENT 2018 401k membership
Total participants, beginning-of-year2018-01-012
Total number of active participants reported on line 7a of the Form 55002018-01-012
Total of all active and inactive participants2018-01-012
Total participants2018-01-012
Number of participants with account balances2018-01-012
2017: THOMAS E HOLTER PC PROFIT SHARING PLAN & TRUST AGREEMENT 2017 401k membership
Total participants, beginning-of-year2017-01-012
Total number of active participants reported on line 7a of the Form 55002017-01-012
Total of all active and inactive participants2017-01-012
Total participants2017-01-012
Number of participants with account balances2017-01-012
2016: THOMAS E HOLTER PC PROFIT SHARING PLAN & TRUST AGREEMENT 2016 401k membership
Total participants, beginning-of-year2016-01-012
Total number of active participants reported on line 7a of the Form 55002016-01-012
Total of all active and inactive participants2016-01-012
Total participants2016-01-012
Number of participants with account balances2016-01-012
2015: THOMAS E HOLTER PC PROFIT SHARING PLAN & TRUST AGREEMENT 2015 401k membership
Total participants, beginning-of-year2015-01-012
Total number of active participants reported on line 7a of the Form 55002015-01-012
Total of all active and inactive participants2015-01-012
Total participants2015-01-012
Number of participants with account balances2015-01-012
2014: THOMAS E HOLTER PC PROFIT SHARING PLAN & TRUST AGREEMENT 2014 401k membership
Total participants, beginning-of-year2014-01-012
Total number of active participants reported on line 7a of the Form 55002014-01-012
Total of all active and inactive participants2014-01-012
Total participants2014-01-012
Number of participants with account balances2014-01-012
2013: THOMAS E HOLTER PC PROFIT SHARING PLAN & TRUST AGREEMENT 2013 401k membership
Total participants, beginning-of-year2013-01-011
Total number of active participants reported on line 7a of the Form 55002013-01-012
Total of all active and inactive participants2013-01-012
Total participants2013-01-012
Number of participants with account balances2013-01-012
2012: THOMAS E HOLTER PC PROFIT SHARING PLAN & TRUST AGREEMENT 2012 401k membership
Total participants, beginning-of-year2012-01-011
Total number of active participants reported on line 7a of the Form 55002012-01-011
Total of all active and inactive participants2012-01-011
Total participants2012-01-011
Number of participants with account balances2012-01-011
2011: THOMAS E HOLTER PC PROFIT SHARING PLAN & TRUST AGREEMENT 2011 401k membership
Total participants, beginning-of-year2011-01-011
Total number of active participants reported on line 7a of the Form 55002011-01-011
Total of all active and inactive participants2011-01-011
Total participants2011-01-011
Number of participants with account balances2011-01-011
2009: THOMAS E HOLTER PC PROFIT SHARING PLAN & TRUST AGREEMENT 2009 401k membership
Total participants, beginning-of-year2009-01-012
Total number of active participants reported on line 7a of the Form 55002009-01-011
Total of all active and inactive participants2009-01-011
Total participants2009-01-011
Number of participants with account balances2009-01-011

Financial Data on THOMAS E HOLTER PC PROFIT SHARING PLAN & TRUST AGREEMENT

Measure Date Value
2023 : THOMAS E HOLTER PC PROFIT SHARING PLAN & TRUST AGREEMENT 2023 401k financial data
Total income from all sources2023-12-31$2,379
Expenses. Total of all expenses incurred2023-12-31$541,235
Benefits paid (including direct rollovers)2023-12-31$541,235
Total plan assets at end of year2023-12-31$0
Total plan assets at beginning of year2023-12-31$538,856
Total contributions received or receivable from participants2023-12-31$0
Contributions received from other sources (not participants or employers)2023-12-31$0
Other income received2023-12-31$2,379
Noncash contributions received2023-12-31$0
Net income (gross income less expenses)2023-12-31$-538,856
Net plan assets at end of year (total assets less liabilities)2023-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$538,856
Total contributions received or receivable from employer(s)2023-12-31$0
Value of certain deemed distributions of participant loans2023-12-31$0
Value of corrective distributions2023-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2023-12-31$0
2022 : THOMAS E HOLTER PC PROFIT SHARING PLAN & TRUST AGREEMENT 2022 401k financial data
Total income from all sources2022-12-31$36,249
Total plan assets at end of year2022-12-31$538,856
Total plan assets at beginning of year2022-12-31$502,607
Total contributions received or receivable from participants2022-12-31$26,000
Other income received2022-12-31$2,749
Net income (gross income less expenses)2022-12-31$36,249
Net plan assets at end of year (total assets less liabilities)2022-12-31$538,856
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$502,607
Total contributions received or receivable from employer(s)2022-12-31$7,500
2021 : THOMAS E HOLTER PC PROFIT SHARING PLAN & TRUST AGREEMENT 2021 401k financial data
Total income from all sources2021-12-31$33,680
Total plan assets at end of year2021-12-31$502,607
Total plan assets at beginning of year2021-12-31$468,927
Total contributions received or receivable from participants2021-12-31$26,000
Other income received2021-12-31$180
Net income (gross income less expenses)2021-12-31$33,680
Net plan assets at end of year (total assets less liabilities)2021-12-31$502,607
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$468,927
Total contributions received or receivable from employer(s)2021-12-31$7,500
2020 : THOMAS E HOLTER PC PROFIT SHARING PLAN & TRUST AGREEMENT 2020 401k financial data
Total income from all sources2020-12-31$45,625
Total plan assets at end of year2020-12-31$468,927
Total plan assets at beginning of year2020-12-31$423,302
Total contributions received or receivable from participants2020-12-31$26,000
Other income received2020-12-31$12,125
Net income (gross income less expenses)2020-12-31$45,625
Net plan assets at end of year (total assets less liabilities)2020-12-31$468,927
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$423,302
Total contributions received or receivable from employer(s)2020-12-31$7,500
2019 : THOMAS E HOLTER PC PROFIT SHARING PLAN & TRUST AGREEMENT 2019 401k financial data
Total income from all sources2019-12-31$33,809
Expenses. Total of all expenses incurred2019-12-31$10,627
Benefits paid (including direct rollovers)2019-12-31$10,627
Total plan assets at end of year2019-12-31$423,302
Total plan assets at beginning of year2019-12-31$400,120
Total contributions received or receivable from participants2019-12-31$25,000
Other income received2019-12-31$7,609
Net income (gross income less expenses)2019-12-31$23,182
Net plan assets at end of year (total assets less liabilities)2019-12-31$423,302
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$400,120
Total contributions received or receivable from employer(s)2019-12-31$1,200
2018 : THOMAS E HOLTER PC PROFIT SHARING PLAN & TRUST AGREEMENT 2018 401k financial data
Total income from all sources2018-12-31$31,903
Total plan assets at end of year2018-12-31$400,120
Total plan assets at beginning of year2018-12-31$368,217
Total contributions received or receivable from participants2018-12-31$25,300
Other income received2018-12-31$4,603
Net income (gross income less expenses)2018-12-31$31,903
Net plan assets at end of year (total assets less liabilities)2018-12-31$400,120
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$368,217
Total contributions received or receivable from employer(s)2018-12-31$2,000
2017 : THOMAS E HOLTER PC PROFIT SHARING PLAN & TRUST AGREEMENT 2017 401k financial data
Total income from all sources2017-12-31$73,423
Total plan assets at end of year2017-12-31$368,217
Total plan assets at beginning of year2017-12-31$294,794
Total contributions received or receivable from participants2017-12-31$25,200
Other income received2017-12-31$44,623
Net income (gross income less expenses)2017-12-31$73,423
Net plan assets at end of year (total assets less liabilities)2017-12-31$368,217
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$294,794
Total contributions received or receivable from employer(s)2017-12-31$3,600
2016 : THOMAS E HOLTER PC PROFIT SHARING PLAN & TRUST AGREEMENT 2016 401k financial data
Total income from all sources2016-12-31$12,351
Total plan assets at end of year2016-12-31$294,794
Total plan assets at beginning of year2016-12-31$282,443
Total contributions received or receivable from participants2016-12-31$25,200
Other income received2016-12-31$-16,449
Net income (gross income less expenses)2016-12-31$12,351
Net plan assets at end of year (total assets less liabilities)2016-12-31$294,794
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$282,443
Total contributions received or receivable from employer(s)2016-12-31$3,600
2015 : THOMAS E HOLTER PC PROFIT SHARING PLAN & TRUST AGREEMENT 2015 401k financial data
Total income from all sources2015-12-31$-26,491
Expenses. Total of all expenses incurred2015-12-31$2,991
Benefits paid (including direct rollovers)2015-12-31$2,991
Total plan assets at end of year2015-12-31$282,443
Total plan assets at beginning of year2015-12-31$311,925
Total contributions received or receivable from participants2015-12-31$25,200
Other income received2015-12-31$-55,291
Net income (gross income less expenses)2015-12-31$-29,482
Net plan assets at end of year (total assets less liabilities)2015-12-31$282,443
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$311,925
Total contributions received or receivable from employer(s)2015-12-31$3,600
2014 : THOMAS E HOLTER PC PROFIT SHARING PLAN & TRUST AGREEMENT 2014 401k financial data
Total income from all sources2014-12-31$-55,901
Total plan assets at end of year2014-12-31$311,925
Total plan assets at beginning of year2014-12-31$367,826
Total contributions received or receivable from participants2014-12-31$24,200
Other income received2014-12-31$-83,701
Net income (gross income less expenses)2014-12-31$-55,901
Net plan assets at end of year (total assets less liabilities)2014-12-31$311,925
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$367,826
Total contributions received or receivable from employer(s)2014-12-31$3,600
2013 : THOMAS E HOLTER PC PROFIT SHARING PLAN & TRUST AGREEMENT 2013 401k financial data
Total income from all sources2013-12-31$-79,855
Total plan assets at end of year2013-12-31$367,826
Total plan assets at beginning of year2013-12-31$447,681
Total contributions received or receivable from participants2013-12-31$24,200
Other income received2013-12-31$-107,655
Net income (gross income less expenses)2013-12-31$-79,855
Net plan assets at end of year (total assets less liabilities)2013-12-31$367,826
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$447,681
Total contributions received or receivable from employer(s)2013-12-31$3,600
2012 : THOMAS E HOLTER PC PROFIT SHARING PLAN & TRUST AGREEMENT 2012 401k financial data
Total income from all sources2012-12-31$141,257
Total plan assets at end of year2012-12-31$447,681
Total plan assets at beginning of year2012-12-31$306,424
Total contributions received or receivable from participants2012-12-31$22,500
Other income received2012-12-31$116,357
Net income (gross income less expenses)2012-12-31$141,257
Net plan assets at end of year (total assets less liabilities)2012-12-31$447,681
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$306,424
Total contributions received or receivable from employer(s)2012-12-31$2,400
2011 : THOMAS E HOLTER PC PROFIT SHARING PLAN & TRUST AGREEMENT 2011 401k financial data
Total income from all sources2011-12-31$24,434
Total plan assets at end of year2011-12-31$306,424
Total plan assets at beginning of year2011-12-31$281,990
Total contributions received or receivable from participants2011-12-31$22,000
Other income received2011-12-31$34
Net income (gross income less expenses)2011-12-31$24,434
Net plan assets at end of year (total assets less liabilities)2011-12-31$306,424
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$281,990
Total contributions received or receivable from employer(s)2011-12-31$2,400
2010 : THOMAS E HOLTER PC PROFIT SHARING PLAN & TRUST AGREEMENT 2010 401k financial data
Total income from all sources2010-12-31$24,431
Total plan assets at end of year2010-12-31$281,990
Total plan assets at beginning of year2010-12-31$257,559
Value of fidelity bond covering the plan2010-12-31$50,000
Total contributions received or receivable from participants2010-12-31$22,000
Other income received2010-12-31$31
Net income (gross income less expenses)2010-12-31$24,431
Net plan assets at end of year (total assets less liabilities)2010-12-31$281,990
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$257,559
Total contributions received or receivable from employer(s)2010-12-31$2,400

Form 5500 Responses for THOMAS E HOLTER PC PROFIT SHARING PLAN & TRUST AGREEMENT

2023: THOMAS E HOLTER PC PROFIT SHARING PLAN & TRUST AGREEMENT 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01This submission is the final filingYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: THOMAS E HOLTER PC PROFIT SHARING PLAN & TRUST AGREEMENT 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: THOMAS E HOLTER PC PROFIT SHARING PLAN & TRUST AGREEMENT 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: THOMAS E HOLTER PC PROFIT SHARING PLAN & TRUST AGREEMENT 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: THOMAS E HOLTER PC PROFIT SHARING PLAN & TRUST AGREEMENT 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: THOMAS E HOLTER PC PROFIT SHARING PLAN & TRUST AGREEMENT 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: THOMAS E HOLTER PC PROFIT SHARING PLAN & TRUST AGREEMENT 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: THOMAS E HOLTER PC PROFIT SHARING PLAN & TRUST AGREEMENT 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: THOMAS E HOLTER PC PROFIT SHARING PLAN & TRUST AGREEMENT 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: THOMAS E HOLTER PC PROFIT SHARING PLAN & TRUST AGREEMENT 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: THOMAS E HOLTER PC PROFIT SHARING PLAN & TRUST AGREEMENT 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: THOMAS E HOLTER PC PROFIT SHARING PLAN & TRUST AGREEMENT 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: THOMAS E HOLTER PC PROFIT SHARING PLAN & TRUST AGREEMENT 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: THOMAS E HOLTER PC PROFIT SHARING PLAN & TRUST AGREEMENT 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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