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HOWARD & HOWARD CPA, INC. PROFIT SHARING PLAN 401k Plan overview

Plan NameHOWARD & HOWARD CPA, INC. PROFIT SHARING PLAN
Plan identification number 004

HOWARD & HOWARD CPA, INC. 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
  • 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.
  • 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

HOWARD & HOWARD CPA, INC. has sponsored the creation of one or more 401k plans.

Company Name:HOWARD & HOWARD CPA, INC.
Employer identification number (EIN):952901149
NAIC Classification:541211
NAIC Description:Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HOWARD & HOWARD CPA, INC. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0042013-06-01SCOTT HOWARD2014-10-09 LEO HOWARD2014-10-09
0042012-06-01SCOTT HOWARD2014-01-30 LEO HOWARD2014-01-30
0042011-06-01SCOTT HOWARD2013-02-15 LEO HOWARD2013-02-15
0042009-06-01JACK ENGEL
0042009-06-01 JACK ENGEL2010-11-30

Plan Statistics for HOWARD & HOWARD CPA, INC. PROFIT SHARING PLAN

401k plan membership statisitcs for HOWARD & HOWARD CPA, INC. PROFIT SHARING PLAN

Measure Date Value
2013: HOWARD & HOWARD CPA, INC. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-06-015
Total number of active participants reported on line 7a of the Form 55002013-06-010
Total of all active and inactive participants2013-06-010
Total participants2013-06-010
Number of participants with account balances2013-06-010
2012: HOWARD & HOWARD CPA, INC. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-06-015
Total number of active participants reported on line 7a of the Form 55002012-06-015
Total of all active and inactive participants2012-06-015
Total participants2012-06-015
Number of participants with account balances2012-06-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-06-010
2011: HOWARD & HOWARD CPA, INC. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-06-015
Total number of active participants reported on line 7a of the Form 55002011-06-015
Total of all active and inactive participants2011-06-015
Total participants2011-06-015
Number of participants with account balances2011-06-015
2009: HOWARD & HOWARD CPA, INC. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-06-015
Total number of active participants reported on line 7a of the Form 55002009-06-015
Total of all active and inactive participants2009-06-015
Total participants2009-06-015
Number of participants with account balances2009-06-015

Financial Data on HOWARD & HOWARD CPA, INC. PROFIT SHARING PLAN

Measure Date Value
2014 : HOWARD & HOWARD CPA, INC. PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-05-31$25,577
Expenses. Total of all expenses incurred2014-05-31$655,844
Benefits paid (including direct rollovers)2014-05-31$655,844
Total plan assets at beginning of year2014-05-31$630,267
Other income received2014-05-31$25,577
Net income (gross income less expenses)2014-05-31$-630,267
Net plan assets at beginning of year (total assets less liabilities)2014-05-31$630,267
2013 : HOWARD & HOWARD CPA, INC. PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-05-31$-8,891
Expenses. Total of all expenses incurred2013-05-31$41,833
Benefits paid (including direct rollovers)2013-05-31$41,100
Total plan assets at end of year2013-05-31$630,267
Total plan assets at beginning of year2013-05-31$680,991
Value of fidelity bond covering the plan2013-05-31$70,000
Other income received2013-05-31$-8,891
Net income (gross income less expenses)2013-05-31$-50,724
Net plan assets at end of year (total assets less liabilities)2013-05-31$630,267
Net plan assets at beginning of year (total assets less liabilities)2013-05-31$680,991
Expenses. Administrative service providers (salaries,fees and commissions)2013-05-31$733
2012 : HOWARD & HOWARD CPA, INC. PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-05-31$4,663
Expenses. Total of all expenses incurred2012-05-31$30,764
Benefits paid (including direct rollovers)2012-05-31$30,000
Total plan assets at end of year2012-05-31$680,991
Total plan assets at beginning of year2012-05-31$708,396
Value of fidelity bond covering the plan2012-05-31$85,000
Other income received2012-05-31$4,663
Net income (gross income less expenses)2012-05-31$-26,101
Net plan assets at end of year (total assets less liabilities)2012-05-31$680,991
Net plan assets at beginning of year (total assets less liabilities)2012-05-31$708,396
Expenses. Administrative service providers (salaries,fees and commissions)2012-05-31$764
2011 : HOWARD & HOWARD CPA, INC. PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-05-31$72,752
Expenses. Total of all expenses incurred2011-05-31$39,146
Benefits paid (including direct rollovers)2011-05-31$38,401
Total plan assets at end of year2011-05-31$708,396
Total plan assets at beginning of year2011-05-31$674,790
Value of fidelity bond covering the plan2011-05-31$85,000
Other income received2011-05-31$72,752
Net income (gross income less expenses)2011-05-31$33,606
Net plan assets at end of year (total assets less liabilities)2011-05-31$708,396
Net plan assets at beginning of year (total assets less liabilities)2011-05-31$674,790
Expenses. Administrative service providers (salaries,fees and commissions)2011-05-31$745

Form 5500 Responses for HOWARD & HOWARD CPA, INC. PROFIT SHARING PLAN

2013: HOWARD & HOWARD CPA, INC. PROFIT SHARING PLAN 2013 form 5500 responses
2013-06-01Type of plan entitySingle employer plan
2013-06-01This submission is the final filingYes
2013-06-01Plan funding arrangement – TrustYes
2013-06-01Plan benefit arrangement - TrustYes
2012: HOWARD & HOWARD CPA, INC. PROFIT SHARING PLAN 2012 form 5500 responses
2012-06-01Type of plan entitySingle employer plan
2012-06-01Submission has been amendedYes
2012-06-01Plan funding arrangement – TrustYes
2012-06-01Plan benefit arrangement - TrustYes
2011: HOWARD & HOWARD CPA, INC. PROFIT SHARING PLAN 2011 form 5500 responses
2011-06-01Type of plan entitySingle employer plan
2011-06-01Plan funding arrangement – TrustYes
2011-06-01Plan benefit arrangement - TrustYes
2009: HOWARD & HOWARD CPA, INC. PROFIT SHARING PLAN 2009 form 5500 responses
2009-06-01Type of plan entitySingle employer plan
2009-06-01Submission has been amendedYes
2009-06-01This submission is the final filingNo
2009-06-01This return/report is a short plan year return/report (less than 12 months)No
2009-06-01Plan is a collectively bargained planNo
2009-06-01Plan funding arrangement – TrustYes
2009-06-01Plan benefit arrangement - TrustYes

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