401k Plan data: YEO & YEO, P.C., CPA'S SAVINGS & PROTECTION PLAN plan

YEO & YEO, P.C., CPA'S SAVINGS & PROTECTION PLAN 401k Plan overview

Plan Name	YEO & YEO, P.C., CPA'S SAVINGS & PROTECTION PLAN
Plan identification number	002

YEO & YEO, P.C., CPA'S SAVINGS & PROTECTION PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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.
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.

401k Sponsoring company profile

YEO & YEO, P C has sponsored the creation of one or more 401k plans.

Company Name: YEO & YEO, P C

Employer identification number (EIN): 382706146

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan YEO & YEO, P.C., CPA'S SAVINGS & PROTECTION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2019-01-01
002 2018-01-01
002 2017-01-01 THOMAS E. HOLLERBACK
002 2016-01-01 THOMAS E. HOLLERBACK
002 2015-01-01 THOMAS E. HOLLERBACK
002 2014-01-01 THOMAS E. HOLLERBACK
002 2014-01-01 THOMAS E. HOLLERBACK
002 2013-01-01 THOMAS E. HOLLERBACK
002 2012-01-01 DAVID A. BEYERLEIN
002 2011-01-01 DAVID A. BEYERLEIN
002 2009-01-01 DAVID A. BEYERLEIN

Plan Statistics for YEO & YEO, P.C., CPA'S SAVINGS & PROTECTION PLAN

401k plan membership statisitcs for YEO & YEO, P.C., CPA'S SAVINGS & PROTECTION PLAN

Measure Date Value
2019: YEO & YEO, P.C., CPA'S SAVINGS & PROTECTION PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 207
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 172
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 48
Total of all active and inactive participants 2019-01-01 220
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 220
Number of participants with account balances 2019-01-01 208
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 27
2018: YEO & YEO, P.C., CPA'S SAVINGS & PROTECTION PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 180
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 154
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 53
Total of all active and inactive participants 2018-01-01 207
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 207
Number of participants with account balances 2018-01-01 207
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 24
2017: YEO & YEO, P.C., CPA'S SAVINGS & PROTECTION PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 165
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 136
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 44
Total of all active and inactive participants 2017-01-01 180
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 180
Number of participants with account balances 2017-01-01 167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 29
2016: YEO & YEO, P.C., CPA'S SAVINGS & PROTECTION PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 160
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 129
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 36
Total of all active and inactive participants 2016-01-01 165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 165
Number of participants with account balances 2016-01-01 154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 14
2015: YEO & YEO, P.C., CPA'S SAVINGS & PROTECTION PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 155
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 131
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 29
Total of all active and inactive participants 2015-01-01 160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 160
Number of participants with account balances 2015-01-01 152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 23
2014: YEO & YEO, P.C., CPA'S SAVINGS & PROTECTION PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 159
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 127
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 28
Total of all active and inactive participants 2014-01-01 155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 155
Number of participants with account balances 2014-01-01 146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 16
2013: YEO & YEO, P.C., CPA'S SAVINGS & PROTECTION PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 155
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 120
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 24
Total of all active and inactive participants 2013-01-01 144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 1
Total participants 2013-01-01 145
Number of participants with account balances 2013-01-01 135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 22
2012: YEO & YEO, P.C., CPA'S SAVINGS & PROTECTION PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 158
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 120
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 34
Total of all active and inactive participants 2012-01-01 154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 1
Total participants 2012-01-01 155
Number of participants with account balances 2012-01-01 142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 11
2011: YEO & YEO, P.C., CPA'S SAVINGS & PROTECTION PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 145
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 117
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 40
Total of all active and inactive participants 2011-01-01 157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 1
Total participants 2011-01-01 158
Number of participants with account balances 2011-01-01 150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 10
2009: YEO & YEO, P.C., CPA'S SAVINGS & PROTECTION PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 137
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 113
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 24
Total of all active and inactive participants 2009-01-01 137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 1
Total participants 2009-01-01 138
Number of participants with account balances 2009-01-01 131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 16

Measure	Date	Value
2019: YEO & YEO, P.C., CPA'S SAVINGS & PROTECTION PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	207
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	172
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	48
Total of all active and inactive participants	2019-01-01	220
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	220
Number of participants with account balances	2019-01-01	208
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	27
2018: YEO & YEO, P.C., CPA'S SAVINGS & PROTECTION PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	180
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	154
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	53
Total of all active and inactive participants	2018-01-01	207
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	207
Number of participants with account balances	2018-01-01	207
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	24
2017: YEO & YEO, P.C., CPA'S SAVINGS & PROTECTION PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	165
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	136
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	44
Total of all active and inactive participants	2017-01-01	180
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	180
Number of participants with account balances	2017-01-01	167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	29
2016: YEO & YEO, P.C., CPA'S SAVINGS & PROTECTION PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	160
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	129
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	36
Total of all active and inactive participants	2016-01-01	165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	165
Number of participants with account balances	2016-01-01	154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	14
2015: YEO & YEO, P.C., CPA'S SAVINGS & PROTECTION PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	155
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	131
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	29
Total of all active and inactive participants	2015-01-01	160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	160
Number of participants with account balances	2015-01-01	152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	23
2014: YEO & YEO, P.C., CPA'S SAVINGS & PROTECTION PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	159
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	127
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	28
Total of all active and inactive participants	2014-01-01	155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	155
Number of participants with account balances	2014-01-01	146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	16
2013: YEO & YEO, P.C., CPA'S SAVINGS & PROTECTION PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	155
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	120
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	24
Total of all active and inactive participants	2013-01-01	144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	1
Total participants	2013-01-01	145
Number of participants with account balances	2013-01-01	135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	22
2012: YEO & YEO, P.C., CPA'S SAVINGS & PROTECTION PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	158
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	120
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	34
Total of all active and inactive participants	2012-01-01	154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	1
Total participants	2012-01-01	155
Number of participants with account balances	2012-01-01	142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	11
2011: YEO & YEO, P.C., CPA'S SAVINGS & PROTECTION PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	145
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	117
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	40
Total of all active and inactive participants	2011-01-01	157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	1
Total participants	2011-01-01	158
Number of participants with account balances	2011-01-01	150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	10
2009: YEO & YEO, P.C., CPA'S SAVINGS & PROTECTION PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	137
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	113
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	24
Total of all active and inactive participants	2009-01-01	137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	1
Total participants	2009-01-01	138
Number of participants with account balances	2009-01-01	131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	16

Financial Data on YEO & YEO, P.C., CPA'S SAVINGS & PROTECTION PLAN

Measure	Date	Value
2019 : YEO & YEO, P.C., CPA'S SAVINGS & PROTECTION PLAN 2019 401k financial data
Total transfer of assets from this plan	2019-12-31	$534,495
Total transfer of assets from this plan	2019-12-31	$534,495
Total income from all sources (including contributions)	2019-12-31	$3,375,402
Total income from all sources (including contributions)	2019-12-31	$3,375,402
Total of all expenses incurred	2019-12-31	$1,469,063
Total of all expenses incurred	2019-12-31	$1,469,063
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$1,437,387
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$1,437,387
Expenses. Certain deemed distributions of participant loans	2019-12-31	$17,456
Expenses. Certain deemed distributions of participant loans	2019-12-31	$17,456
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,112,754
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,112,754
Value of total assets at end of year	2019-12-31	$12,132,599
Value of total assets at end of year	2019-12-31	$12,132,599
Value of total assets at beginning of year	2019-12-31	$10,760,755
Value of total assets at beginning of year	2019-12-31	$10,760,755
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$14,220
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$14,220
Total interest from all sources	2019-12-31	$7,785
Total interest from all sources	2019-12-31	$7,785
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$504,981
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$504,981
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$504,981
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$504,981
Was this plan covered by a fidelity bond	2019-12-31	Yes
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
If this is an individual account plan, was there a blackout period	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$869,315
Contributions received from participants	2019-12-31	$869,315
Participant contributions at end of year	2019-12-31	$136,728
Participant contributions at end of year	2019-12-31	$136,728
Participant contributions at beginning of year	2019-12-31	$159,443
Participant contributions at beginning of year	2019-12-31	$159,443
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$41,440
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$41,440
Other income not declared elsewhere	2019-12-31	$15,897
Other income not declared elsewhere	2019-12-31	$15,897
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$1,906,339
Value of net income/loss	2019-12-31	$1,906,339
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$12,132,599
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$12,132,599
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$10,760,755
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$10,760,755
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$11,995,871
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$11,995,871
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$10,601,312
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$10,601,312
Interest on participant loans	2019-12-31	$7,785
Interest on participant loans	2019-12-31	$7,785
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$1,733,985
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$1,733,985
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$201,999
Contributions received in cash from employer	2019-12-31	$201,999
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$1,437,387
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$1,437,387
Contract administrator fees	2019-12-31	$14,220
Contract administrator fees	2019-12-31	$14,220
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	WEINLANDER FITZHUGH
Accountancy firm name	2019-12-31	WEINLANDER FITZHUGH
Accountancy firm EIN	2019-12-31	382272300
Accountancy firm EIN	2019-12-31	382272300
2018 : YEO & YEO, P.C., CPA'S SAVINGS & PROTECTION PLAN 2018 401k financial data
Total transfer of assets to this plan	2018-12-31	$2,619,225
Total transfer of assets from this plan	2018-12-31	$136,405
Total income from all sources (including contributions)	2018-12-31	$377,684
Total of all expenses incurred	2018-12-31	$1,201,607
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$1,180,994
Expenses. Certain deemed distributions of participant loans	2018-12-31	$17,983
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$1,194,968
Value of total assets at end of year	2018-12-31	$10,760,755
Value of total assets at beginning of year	2018-12-31	$9,101,858
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$2,630
Total interest from all sources	2018-12-31	$8,602
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$565,206
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$565,206
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$869,932
Participant contributions at end of year	2018-12-31	$159,443
Participant contributions at beginning of year	2018-12-31	$71,614
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$92,308
Other income not declared elsewhere	2018-12-31	$12,312
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-823,923
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$10,760,755
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$9,101,858
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$10,601,312
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$9,030,244
Interest on participant loans	2018-12-31	$8,602
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-1,403,404
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$232,728
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$1,180,994
Contract administrator fees	2018-12-31	$2,630
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	WEINLANDER FITZHUGH
Accountancy firm EIN	2018-12-31	382272300
2017 : YEO & YEO, P.C., CPA'S SAVINGS & PROTECTION PLAN 2017 401k financial data
Total transfer of assets from this plan	2017-12-31	$275,988
Total income from all sources (including contributions)	2017-12-31	$2,461,226
Total of all expenses incurred	2017-12-31	$582,832
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$581,497
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$971,532
Value of total assets at end of year	2017-12-31	$9,101,858
Value of total assets at beginning of year	2017-12-31	$7,499,452
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$1,335
Total interest from all sources	2017-12-31	$2,480
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$413,558
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$413,558
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$649,981
Participant contributions at end of year	2017-12-31	$71,614
Participant contributions at beginning of year	2017-12-31	$44,463
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$133,147
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$1,878,394
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$9,101,858
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$7,499,452
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$9,030,244
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$7,454,989
Interest on participant loans	2017-12-31	$2,480
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$1,073,656
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$188,404
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$581,497
Contract administrator fees	2017-12-31	$1,335
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	WEINLANDER FITZHUGH
Accountancy firm EIN	2017-12-31	382272300
2016 : YEO & YEO, P.C., CPA'S SAVINGS & PROTECTION PLAN 2016 401k financial data
Total transfer of assets from this plan	2016-12-31	$436,130
Total income from all sources (including contributions)	2016-12-31	$1,218,476
Total of all expenses incurred	2016-12-31	$293,265
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$292,170
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$803,125
Value of total assets at end of year	2016-12-31	$7,499,452
Value of total assets at beginning of year	2016-12-31	$7,010,371
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$1,095
Total interest from all sources	2016-12-31	$2,364
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$248,997
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$248,997
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$621,883
Participant contributions at end of year	2016-12-31	$44,463
Participant contributions at beginning of year	2016-12-31	$92,680
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$14,419
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$925,211
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$7,499,452
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$7,010,371
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$7,454,989
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$6,917,691
Interest on participant loans	2016-12-31	$2,364
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$163,990
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$166,823
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$292,170
Contract administrator fees	2016-12-31	$1,095
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	WEINLANDER FITZHUGH
Accountancy firm EIN	2016-12-31	382272300
2015 : YEO & YEO, P.C., CPA'S SAVINGS & PROTECTION PLAN 2015 401k financial data
Total transfer of assets from this plan	2015-12-31	$201,751
Total income from all sources (including contributions)	2015-12-31	$1,009,550
Total of all expenses incurred	2015-12-31	$2,232,824
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$2,231,074
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$826,281
Value of total assets at end of year	2015-12-31	$7,010,371
Value of total assets at beginning of year	2015-12-31	$8,435,396
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$1,750
Total interest from all sources	2015-12-31	$3,317
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$375,011
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$375,011
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$616,707
Participant contributions at end of year	2015-12-31	$92,680
Participant contributions at beginning of year	2015-12-31	$60,450
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$42,069
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$-1,223,274
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$7,010,371
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$8,435,396
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$6,917,691
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$8,374,946
Interest on participant loans	2015-12-31	$3,317
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-195,059
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$167,505
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$2,231,074
Contract administrator fees	2015-12-31	$1,750
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	WEINLANDER FITZHUGH
Accountancy firm EIN	2015-12-31	382272300
2014 : YEO & YEO, P.C., CPA'S SAVINGS & PROTECTION PLAN 2014 401k financial data
Total transfer of assets from this plan	2014-12-31	$148,497
Total income from all sources (including contributions)	2014-12-31	$1,327,230
Total of all expenses incurred	2014-12-31	$374,188
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$372,928
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$906,639
Value of total assets at end of year	2014-12-31	$8,435,396
Value of total assets at beginning of year	2014-12-31	$7,630,851
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$1,260
Total interest from all sources	2014-12-31	$1,431
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$529,371
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$529,371
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$621,136
Participant contributions at end of year	2014-12-31	$60,450
Participant contributions at beginning of year	2014-12-31	$30,193
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$92,931
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$953,042
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$8,435,396
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$7,630,851
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$8,374,946
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$7,600,658
Interest on participant loans	2014-12-31	$1,431
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$-110,211
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$192,572
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$372,928
Contract administrator fees	2014-12-31	$1,260
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	WEINLANDER FITZHUGH
Accountancy firm EIN	2014-12-31	382272300
2013 : YEO & YEO, P.C., CPA'S SAVINGS & PROTECTION PLAN 2013 401k financial data
Total transfer of assets from this plan	2013-12-31	$65,482
Total income from all sources (including contributions)	2013-12-31	$2,152,676
Total of all expenses incurred	2013-12-31	$388,022
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$387,297
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$795,279
Value of total assets at end of year	2013-12-31	$7,630,851
Value of total assets at beginning of year	2013-12-31	$5,931,679
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$725
Total interest from all sources	2013-12-31	$873
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$340,926
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$340,926
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$500,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$516,191
Participant contributions at end of year	2013-12-31	$30,193
Participant contributions at beginning of year	2013-12-31	$28,248
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$158,743
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$1,764,654
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$7,630,851
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$5,931,679
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$7,600,658
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$5,903,431
Interest on participant loans	2013-12-31	$873
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$1,015,598
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$120,345
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$387,297
Contract administrator fees	2013-12-31	$725
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	WEINLANDER FITZHUGH
Accountancy firm EIN	2013-12-31	382272300
2012 : YEO & YEO, P.C., CPA'S SAVINGS & PROTECTION PLAN 2012 401k financial data
Total transfer of assets from this plan	2012-12-31	$237,543
Total income from all sources (including contributions)	2012-12-31	$1,447,845
Total of all expenses incurred	2012-12-31	$923,031
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$922,611
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$631,734
Value of total assets at end of year	2012-12-31	$5,931,679
Value of total assets at beginning of year	2012-12-31	$5,644,408
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$420
Total interest from all sources	2012-12-31	$1,096
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$129,885
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$129,885
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$500,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$493,198
Participant contributions at end of year	2012-12-31	$28,248
Participant contributions at beginning of year	2012-12-31	$30,265
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$7,687
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$524,814
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$5,931,679
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$5,644,408
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$5,903,431
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$5,614,143
Interest on participant loans	2012-12-31	$1,096
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$685,130
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$130,849
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$922,611
Contract administrator fees	2012-12-31	$420
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	WEINLANDER FITZHUGH
Accountancy firm EIN	2012-12-31	382272300
2011 : YEO & YEO, P.C., CPA'S SAVINGS & PROTECTION PLAN 2011 401k financial data
Total income from all sources (including contributions)	2011-12-31	$382,456
Total of all expenses incurred	2011-12-31	$542,347
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$538,666
Expenses. Certain deemed distributions of participant loans	2011-12-31	$3,596
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$622,720
Value of total assets at end of year	2011-12-31	$5,644,408
Value of total assets at beginning of year	2011-12-31	$5,804,299
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$85
Total interest from all sources	2011-12-31	$1,846
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$500,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$466,745
Participant contributions at end of year	2011-12-31	$30,265
Participant contributions at beginning of year	2011-12-31	$44,272
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$32,639
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$-159,891
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$5,644,408
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$5,804,299
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$5,614,143
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$5,760,027
Interest on participant loans	2011-12-31	$1,846
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-242,110
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$123,336
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$538,666
Contract administrator fees	2011-12-31	$85
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	WEINLANDER FITZHUGH
Accountancy firm EIN	2011-12-31	382272300
2010 : YEO & YEO, P.C., CPA'S SAVINGS & PROTECTION PLAN 2010 401k financial data
Total transfer of assets from this plan	2010-12-31	$95,259
Total income from all sources (including contributions)	2010-12-31	$1,180,156
Total of all expenses incurred	2010-12-31	$519,850
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$516,543
Expenses. Certain deemed distributions of participant loans	2010-12-31	$2,537
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$617,955
Value of total assets at end of year	2010-12-31	$5,804,299
Value of total assets at beginning of year	2010-12-31	$5,239,252
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$770
Total interest from all sources	2010-12-31	$3,173
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$500,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$464,641
Participant contributions at end of year	2010-12-31	$44,272
Participant contributions at beginning of year	2010-12-31	$54,784
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$13,113
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$660,306
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$5,804,299
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$5,239,252
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$5,760,027
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$5,184,468
Interest on participant loans	2010-12-31	$3,173
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$559,028
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$140,201
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$516,543
Contract administrator fees	2010-12-31	$770
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	WEINLANDER FITZHUGH
Accountancy firm EIN	2010-12-31	382272300

Form 5500 Responses for YEO & YEO, P.C., CPA'S SAVINGS & PROTECTION PLAN

2019: YEO & YEO, P.C., CPA'S SAVINGS & PROTECTION PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: YEO & YEO, P.C., CPA'S SAVINGS & PROTECTION PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: YEO & YEO, P.C., CPA'S SAVINGS & PROTECTION PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: YEO & YEO, P.C., CPA'S SAVINGS & PROTECTION PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: YEO & YEO, P.C., CPA'S SAVINGS & PROTECTION PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: YEO & YEO, P.C., CPA'S SAVINGS & PROTECTION PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: YEO & YEO, P.C., CPA'S SAVINGS & PROTECTION PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: YEO & YEO, P.C., CPA'S SAVINGS & PROTECTION PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: YEO & YEO, P.C., CPA'S SAVINGS & PROTECTION PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: YEO & YEO, P.C., CPA'S SAVINGS & PROTECTION PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	YEO & YEO, P C
Employer identification number (EIN):	382706146
NAIC Classification:	541211
NAIC Description:	Offices of Certified Public Accountants