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BLITT & GAINES, P.C. PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan NameBLITT & GAINES, P.C. PROFIT SHARING PLAN AND TRUST
Plan identification number 001

BLITT & GAINES, P.C. PROFIT SHARING PLAN AND TRUST 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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

BLITT & GAINES has sponsored the creation of one or more 401k plans.

Company Name:BLITT & GAINES
Employer identification number (EIN):363871864
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BLITT & GAINES, P.C. PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01JAN B. GAINES2023-09-26 JAN GAINES2023-09-26
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01JAN B. GAINES
0012016-01-01JAN B. GAINES
0012015-01-01JAN B. GAINES
0012014-01-01JAN B. GAINES
0012013-01-01JAN B. GAINES
0012012-01-01JAN B. GAINES
0012011-01-01JAN B. GAINES
0012010-01-01JAN B. GAINES
0012009-01-01JAN B. GAINES JAN B. GAINES2010-08-26
0012009-01-01 JAN B. GAINES2010-08-26

Plan Statistics for BLITT & GAINES, P.C. PROFIT SHARING PLAN AND TRUST

401k plan membership statisitcs for BLITT & GAINES, P.C. PROFIT SHARING PLAN AND TRUST

Measure Date Value
2022: BLITT & GAINES, P.C. PROFIT SHARING PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year2022-01-01267
Total number of active participants reported on line 7a of the Form 55002022-01-01202
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0159
Total of all active and inactive participants2022-01-01261
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-01262
Number of participants with account balances2022-01-01240
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0121
2021: BLITT & GAINES, P.C. PROFIT SHARING PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year2021-01-01275
Total number of active participants reported on line 7a of the Form 55002021-01-01201
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0157
Total of all active and inactive participants2021-01-01258
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01258
Number of participants with account balances2021-01-01231
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0131
2020: BLITT & GAINES, P.C. PROFIT SHARING PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-01235
Total number of active participants reported on line 7a of the Form 55002020-01-01196
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0150
Total of all active and inactive participants2020-01-01246
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01246
Number of participants with account balances2020-01-01245
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0122
2019: BLITT & GAINES, P.C. PROFIT SHARING PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-01219
Total number of active participants reported on line 7a of the Form 55002019-01-01187
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0126
Total of all active and inactive participants2019-01-01213
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01213
Number of participants with account balances2019-01-01173
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0113
2018: BLITT & GAINES, P.C. PROFIT SHARING PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-01178
Total number of active participants reported on line 7a of the Form 55002018-01-01144
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0131
Total of all active and inactive participants2018-01-01175
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01175
Number of participants with account balances2018-01-01150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0125
2017: BLITT & GAINES, P.C. PROFIT SHARING PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-01159
Total number of active participants reported on line 7a of the Form 55002017-01-01134
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0114
Total of all active and inactive participants2017-01-01148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01148
Number of participants with account balances2017-01-01120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-019
2016: BLITT & GAINES, P.C. PROFIT SHARING PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-01125
Total number of active participants reported on line 7a of the Form 55002016-01-01103
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0138
Total of all active and inactive participants2016-01-01141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01141
Number of participants with account balances2016-01-01113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-016
2015: BLITT & GAINES, P.C. PROFIT SHARING PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-01114
Total number of active participants reported on line 7a of the Form 55002015-01-0171
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0144
Total of all active and inactive participants2015-01-01115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01115
Number of participants with account balances2015-01-01102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-016
2014: BLITT & GAINES, P.C. PROFIT SHARING PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-01134
Total number of active participants reported on line 7a of the Form 55002014-01-0163
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0140
Total of all active and inactive participants2014-01-01103
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01103
Number of participants with account balances2014-01-01103
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-015
2013: BLITT & GAINES, P.C. PROFIT SHARING PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-01124
Total number of active participants reported on line 7a of the Form 55002013-01-0166
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0166
Total of all active and inactive participants2013-01-01132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01132
Number of participants with account balances2013-01-01132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0120
2012: BLITT & GAINES, P.C. PROFIT SHARING PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-01126
Total number of active participants reported on line 7a of the Form 55002012-01-0171
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0148
Total of all active and inactive participants2012-01-01119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01119
Number of participants with account balances2012-01-01119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0121
2011: BLITT & GAINES, P.C. PROFIT SHARING PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-0194
Total number of active participants reported on line 7a of the Form 55002011-01-0174
Number of retired or separated participants receiving benefits2011-01-015
Number of other retired or separated participants entitled to future benefits2011-01-0134
Total of all active and inactive participants2011-01-01113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01113
Number of participants with account balances2011-01-01113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0114
2010: BLITT & GAINES, P.C. PROFIT SHARING PLAN AND TRUST 2010 401k membership
Total participants, beginning-of-year2010-01-0181
Total number of active participants reported on line 7a of the Form 55002010-01-0160
Number of retired or separated participants receiving benefits2010-01-014
Number of other retired or separated participants entitled to future benefits2010-01-0123
Total of all active and inactive participants2010-01-0187
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-0187
Number of participants with account balances2010-01-0187
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-012
2009: BLITT & GAINES, P.C. PROFIT SHARING PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-0150
Total number of active participants reported on line 7a of the Form 55002009-01-0146
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-017
Total of all active and inactive participants2009-01-0153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0153
Number of participants with account balances2009-01-0153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on BLITT & GAINES, P.C. PROFIT SHARING PLAN AND TRUST

Measure Date Value
2022 : BLITT & GAINES, P.C. PROFIT SHARING PLAN AND TRUST 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-249,406
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$145,355
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$112,268
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,293,904
Value of total assets at end of year2022-12-31$8,797,500
Value of total assets at beginning of year2022-12-31$9,192,261
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$33,087
Total interest from all sources2022-12-31$373
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$333,405
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$333,405
Administrative expenses professional fees incurred2022-12-31$5,846
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$666,925
Total non interest bearing cash at end of year2022-12-31$118
Total non interest bearing cash at beginning of year2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-394,761
Value of net assets at end of year (total assets less liabilities)2022-12-31$8,797,500
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$9,192,261
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$27,241
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$8,170,403
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$8,619,798
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$373
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,877,088
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$626,979
Employer contributions (assets) at end of year2022-12-31$626,979
Employer contributions (assets) at beginning of year2022-12-31$572,463
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$112,268
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2022-12-31410746749
2021 : BLITT & GAINES, P.C. PROFIT SHARING PLAN AND TRUST 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$2,124,187
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$607,125
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$573,932
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,167,900
Value of total assets at end of year2021-12-31$9,192,261
Value of total assets at beginning of year2021-12-31$7,675,199
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$33,193
Total interest from all sources2021-12-31$39
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$374,861
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$374,861
Administrative expenses professional fees incurred2021-12-31$6,426
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$552,083
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$43,354
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$1,517,062
Value of net assets at end of year (total assets less liabilities)2021-12-31$9,192,261
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$7,675,199
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$26,767
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$8,619,798
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$7,174,442
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$39
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$581,387
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$572,463
Employer contributions (assets) at end of year2021-12-31$572,463
Employer contributions (assets) at beginning of year2021-12-31$500,757
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$573,932
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2021-12-31410746749
2020 : BLITT & GAINES, P.C. PROFIT SHARING PLAN AND TRUST 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$2,023,315
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$190,937
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$167,990
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,033,856
Value of total assets at end of year2020-12-31$7,675,199
Value of total assets at beginning of year2020-12-31$5,842,821
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$22,947
Total interest from all sources2020-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$197,654
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$197,654
Administrative expenses professional fees incurred2020-12-31$3,780
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$500,504
Participant contributions at beginning of year2020-12-31$14,207
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$32,595
Other income not declared elsewhere2020-12-31$408
Total non interest bearing cash at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$1,832,378
Value of net assets at end of year (total assets less liabilities)2020-12-31$7,675,199
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$5,842,821
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$19,167
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$7,174,442
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$5,372,420
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$791,397
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$500,757
Employer contributions (assets) at end of year2020-12-31$500,757
Employer contributions (assets) at beginning of year2020-12-31$456,194
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$167,990
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2020-12-31410746749
2019 : BLITT & GAINES, P.C. PROFIT SHARING PLAN AND TRUST 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$1,761,006
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$123,524
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$102,791
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$860,347
Value of total assets at end of year2019-12-31$5,842,821
Value of total assets at beginning of year2019-12-31$4,205,339
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$20,733
Total interest from all sources2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$213,923
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$213,923
Administrative expenses professional fees incurred2019-12-31$5,385
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$404,153
Participant contributions at end of year2019-12-31$14,207
Participant contributions at beginning of year2019-12-31$0
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$11,937
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$1,637,482
Value of net assets at end of year (total assets less liabilities)2019-12-31$5,842,821
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$4,205,339
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$15,348
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$5,372,420
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$3,816,619
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$686,736
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$456,194
Employer contributions (assets) at end of year2019-12-31$456,194
Employer contributions (assets) at beginning of year2019-12-31$376,783
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$102,791
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2019-12-31410746749
2018 : BLITT & GAINES, P.C. PROFIT SHARING PLAN AND TRUST 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$436,021
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$72,077
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$56,290
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$697,497
Value of total assets at end of year2018-12-31$4,205,339
Value of total assets at beginning of year2018-12-31$3,841,395
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$15,787
Total interest from all sources2018-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$163,938
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$163,938
Administrative expenses professional fees incurred2018-12-31$2,724
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$320,714
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$11,420
Administrative expenses (other) incurred2018-12-31$17
Total non interest bearing cash at end of year2018-12-31$11,937
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$363,944
Value of net assets at end of year (total assets less liabilities)2018-12-31$4,205,339
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$3,841,395
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$13,046
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$3,816,619
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$3,498,020
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-425,414
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$376,783
Employer contributions (assets) at end of year2018-12-31$376,783
Employer contributions (assets) at beginning of year2018-12-31$331,955
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$56,290
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2018-12-31410746749
2017 : BLITT & GAINES, P.C. PROFIT SHARING PLAN AND TRUST 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$1,156,730
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$220,540
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$205,164
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$655,006
Value of total assets at end of year2017-12-31$3,841,395
Value of total assets at beginning of year2017-12-31$2,905,205
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$15,376
Total interest from all sources2017-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$124,388
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$124,388
Administrative expenses professional fees incurred2017-12-31$4,927
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$276,117
Participant contributions at end of year2017-12-31$11,420
Participant contributions at beginning of year2017-12-31$8,587
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$46,934
Other income not declared elsewhere2017-12-31$4
Administrative expenses (other) incurred2017-12-31$4
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$936,190
Value of net assets at end of year (total assets less liabilities)2017-12-31$3,841,395
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$2,905,205
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$10,445
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$3,498,020
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$2,650,631
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$377,332
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$331,955
Employer contributions (assets) at end of year2017-12-31$331,955
Employer contributions (assets) at beginning of year2017-12-31$245,987
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$205,164
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31CLIFTON LARSON ALLEN LLP
Accountancy firm EIN2017-12-31410746749
2016 : BLITT & GAINES, P.C. PROFIT SHARING PLAN AND TRUST 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$615,765
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$32,986
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$28,667
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$444,309
Value of total assets at end of year2016-12-31$2,905,205
Value of total assets at beginning of year2016-12-31$2,322,426
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$4,319
Total interest from all sources2016-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$89,706
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$89,706
Administrative expenses professional fees incurred2016-12-31$2,063
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$194,599
Participant contributions at end of year2016-12-31$8,587
Participant contributions at beginning of year2016-12-31$5,617
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$3,723
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$582,779
Value of net assets at end of year (total assets less liabilities)2016-12-31$2,905,205
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$2,322,426
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$2,256
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$2,650,631
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$2,066,430
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$81,750
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$245,987
Employer contributions (assets) at end of year2016-12-31$245,987
Employer contributions (assets) at beginning of year2016-12-31$250,379
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$28,667
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2016-12-31410746749
2015 : BLITT & GAINES, P.C. PROFIT SHARING PLAN AND TRUST 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$411,269
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$30,777
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$30,501
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$436,822
Value of total assets at end of year2015-12-31$2,322,426
Value of total assets at beginning of year2015-12-31$1,941,934
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$276
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$81,394
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$81,394
Administrative expenses professional fees incurred2015-12-31$276
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$154,511
Participant contributions at end of year2015-12-31$5,617
Participant contributions at beginning of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$31,917
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$380,492
Value of net assets at end of year (total assets less liabilities)2015-12-31$2,322,426
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$1,941,934
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$2,066,430
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$1,750,179
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-106,947
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$250,394
Employer contributions (assets) at end of year2015-12-31$250,379
Employer contributions (assets) at beginning of year2015-12-31$191,755
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$30,501
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31MILLER COOPER & COMPANY, LTD.
Accountancy firm EIN2015-12-31362897372
2014 : BLITT & GAINES, P.C. PROFIT SHARING PLAN AND TRUST 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$407,717
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$183,132
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$182,283
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$326,376
Value of total assets at end of year2014-12-31$1,941,934
Value of total assets at beginning of year2014-12-31$1,717,349
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$849
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$69,941
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$69,941
Administrative expenses professional fees incurred2014-12-31$849
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$134,621
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$70
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$224,585
Value of net assets at end of year (total assets less liabilities)2014-12-31$1,941,934
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$1,717,349
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$1,750,179
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$1,532,418
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$11,400
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$191,755
Employer contributions (assets) at end of year2014-12-31$191,755
Employer contributions (assets) at beginning of year2014-12-31$184,861
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$182,283
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31MILLER COOPER & COMPANY, LTD
Accountancy firm EIN2014-12-31362897372
2013 : BLITT & GAINES, P.C. PROFIT SHARING PLAN AND TRUST 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$511,068
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$45,405
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$45,405
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$293,965
Value of total assets at end of year2013-12-31$1,717,349
Value of total assets at beginning of year2013-12-31$1,251,686
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$0
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$109,104
Participant contributions at end of year2013-12-31$70
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$465,663
Value of net assets at end of year (total assets less liabilities)2013-12-31$1,717,349
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$1,251,686
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$1,532,418
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$1,067,529
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$217,103
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$184,861
Employer contributions (assets) at end of year2013-12-31$184,861
Employer contributions (assets) at beginning of year2013-12-31$184,157
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$45,405
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31MILLER COOPER & COMPANY, LTD
Accountancy firm EIN2013-12-31362897372
2012 : BLITT & GAINES, P.C. PROFIT SHARING PLAN AND TRUST 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$391,758
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$43,289
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$43,289
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$295,377
Value of total assets at end of year2012-12-31$1,251,686
Value of total assets at beginning of year2012-12-31$903,217
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$0
Total interest from all sources2012-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$96,820
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$348,469
Value of net assets at end of year (total assets less liabilities)2012-12-31$1,251,686
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$903,217
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$1,067,529
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$714,317
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$96,381
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$198,557
Employer contributions (assets) at end of year2012-12-31$184,157
Employer contributions (assets) at beginning of year2012-12-31$188,900
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$43,289
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31MILLER COOPER & COMPANY, LTD
Accountancy firm EIN2012-12-31362897372
2011 : BLITT & GAINES, P.C. PROFIT SHARING PLAN AND TRUST 2011 401k financial data
Total income from all sources2011-12-31$282,775
Expenses. Total of all expenses incurred2011-12-31$9,793
Benefits paid (including direct rollovers)2011-12-31$9,711
Total plan assets at end of year2011-12-31$903,217
Total plan assets at beginning of year2011-12-31$630,235
Value of fidelity bond covering the plan2011-12-31$20,000
Total contributions received or receivable from participants2011-12-31$93,047
Expenses. Other expenses not covered elsewhere2011-12-31$82
Contributions received from other sources (not participants or employers)2011-12-31$92
Other income received2011-12-31$736
Net income (gross income less expenses)2011-12-31$272,982
Net plan assets at end of year (total assets less liabilities)2011-12-31$903,217
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$630,235
Total contributions received or receivable from employer(s)2011-12-31$188,900
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : BLITT & GAINES, P.C. PROFIT SHARING PLAN AND TRUST 2010 401k financial data
Total income from all sources2010-12-31$245,472
Expenses. Total of all expenses incurred2010-12-31$18,584
Benefits paid (including direct rollovers)2010-12-31$18,584
Total plan assets at end of year2010-12-31$630,235
Total plan assets at beginning of year2010-12-31$403,347
Value of fidelity bond covering the plan2010-12-31$20,000
Total contributions received or receivable from participants2010-12-31$87,046
Other income received2010-12-31$47,101
Net income (gross income less expenses)2010-12-31$226,888
Net plan assets at end of year (total assets less liabilities)2010-12-31$630,235
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$403,347
Total contributions received or receivable from employer(s)2010-12-31$111,325
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : BLITT & GAINES, P.C. PROFIT SHARING PLAN AND TRUST 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for BLITT & GAINES, P.C. PROFIT SHARING PLAN AND TRUST

2022: BLITT & GAINES, P.C. PROFIT SHARING PLAN AND TRUST 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: BLITT & GAINES, P.C. PROFIT SHARING PLAN AND TRUST 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: BLITT & GAINES, P.C. PROFIT SHARING PLAN AND TRUST 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: BLITT & GAINES, P.C. PROFIT SHARING PLAN AND TRUST 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: BLITT & GAINES, P.C. PROFIT SHARING PLAN AND TRUST 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: BLITT & GAINES, P.C. PROFIT SHARING PLAN AND TRUST 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: BLITT & GAINES, P.C. PROFIT SHARING PLAN AND TRUST 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: BLITT & GAINES, P.C. PROFIT SHARING PLAN AND TRUST 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: BLITT & GAINES, P.C. PROFIT SHARING PLAN AND TRUST 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: BLITT & GAINES, P.C. PROFIT SHARING PLAN AND TRUST 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: BLITT & GAINES, P.C. PROFIT SHARING PLAN AND TRUST 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: BLITT & GAINES, P.C. PROFIT SHARING PLAN AND TRUST 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: BLITT & GAINES, P.C. PROFIT SHARING PLAN AND TRUST 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: BLITT & GAINES, P.C. PROFIT SHARING PLAN AND TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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