401k Plan data: WOODWARD HUNT & ASSOCIATES, CPA'S, PC EMPLOYEES' PROFIT SHARING PLAN plan

WOODWARD HUNT & ASSOCIATES, CPA'S, PC EMPLOYEES' PROFIT SHARING PLAN 401k Plan overview

Plan Name	WOODWARD HUNT & ASSOCIATES, CPA'S, PC EMPLOYEES' PROFIT SHARING PLAN
Plan identification number	001

WOODWARD HUNT & ASSOCIATES, CPA'S, PC EMPLOYEES' PROFIT SHARING 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.
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.
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

WOODWARD HUNT & ASSOCIATES, CPA'S, PC has sponsored the creation of one or more 401k plans.

Company Name: WOODWARD HUNT & ASSOCIATES, CPA'S, PC

Employer identification number (EIN): 431140282

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WOODWARD HUNT & ASSOCIATES, CPA'S, PC EMPLOYEES' PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2021-01-01 DOUGLAS HUNT 2022-09-15
001 2020-06-01 DOUGLAS HUNT 2021-04-10
001 2019-06-01 DOUGLAS HUNT 2020-09-12
001 2018-06-01 KENNETH WOODWARD 2020-03-12
001 2017-06-01 KENNETH WOODWARD 2019-03-14 KENNETH WOODWARD 2019-03-14
001 2016-06-01 KENNETH WOODWARD 2018-03-13 KENNETH WOODWARD 2018-03-13
001 2015-06-01 KENNETH WOODWARD 2017-03-14 KENNETH WOODWARD 2017-03-14
001 2014-06-01 KENNETH WOODWARD KENNETH WOODWARD 2016-01-31
001 2013-06-01 KENNETH WOODWARD KENNETH WOODWARD 2015-03-16
001 2012-06-01 KENNETH WOODWARD KENNETH WOODWARD 2014-03-17
001 2011-06-01 KENNETH WOODWARD KENNETH WOODWARD 2013-03-15
001 2010-06-01 KENNETH WOODWARD KENNETH WOODWARD 2012-03-15
001 2009-06-01 KENNETH WOODWARD

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2021-01-01	DOUGLAS HUNT	2022-09-15
001	2020-06-01	DOUGLAS HUNT	2021-04-10
001	2019-06-01	DOUGLAS HUNT	2020-09-12
001	2018-06-01	KENNETH WOODWARD	2020-03-12
001	2017-06-01	KENNETH WOODWARD	2019-03-14	KENNETH WOODWARD	2019-03-14
001	2016-06-01	KENNETH WOODWARD	2018-03-13	KENNETH WOODWARD	2018-03-13
001	2015-06-01	KENNETH WOODWARD	2017-03-14	KENNETH WOODWARD	2017-03-14
001	2014-06-01	KENNETH WOODWARD		KENNETH WOODWARD	2016-01-31
001	2013-06-01	KENNETH WOODWARD		KENNETH WOODWARD	2015-03-16
001	2012-06-01	KENNETH WOODWARD		KENNETH WOODWARD	2014-03-17
001	2011-06-01	KENNETH WOODWARD		KENNETH WOODWARD	2013-03-15
001	2010-06-01	KENNETH WOODWARD		KENNETH WOODWARD	2012-03-15
001	2009-06-01	KENNETH WOODWARD

Plan Statistics for WOODWARD HUNT & ASSOCIATES, CPA'S, PC EMPLOYEES' PROFIT SHARING PLAN

401k plan membership statisitcs for WOODWARD HUNT & ASSOCIATES, CPA'S, PC EMPLOYEES' PROFIT SHARING PLAN

Measure Date Value
2014: WOODWARD HUNT & ASSOCIATES, CPA'S, PC EMPLOYEES' PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-06-01 12
Total number of active participants reported on line 7a of the Form 5500 2014-06-01 9
Number of retired or separated participants receiving benefits 2014-06-01 0
Number of other retired or separated participants entitled to future benefits 2014-06-01 3
Total of all active and inactive participants 2014-06-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-06-01 0
Total participants 2014-06-01 12
Number of participants with account balances 2014-06-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-06-01 0
2013: WOODWARD HUNT & ASSOCIATES, CPA'S, PC EMPLOYEES' PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-06-01 12
Total number of active participants reported on line 7a of the Form 5500 2013-06-01 7
Number of retired or separated participants receiving benefits 2013-06-01 0
Number of other retired or separated participants entitled to future benefits 2013-06-01 5
Total of all active and inactive participants 2013-06-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-06-01 0
Total participants 2013-06-01 12
Number of participants with account balances 2013-06-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-06-01 2
2012: WOODWARD HUNT & ASSOCIATES, CPA'S, PC EMPLOYEES' PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-06-01 11
Total number of active participants reported on line 7a of the Form 5500 2012-06-01 10
Number of retired or separated participants receiving benefits 2012-06-01 0
Number of other retired or separated participants entitled to future benefits 2012-06-01 2
Total of all active and inactive participants 2012-06-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-06-01 0
Total participants 2012-06-01 12
Number of participants with account balances 2012-06-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-06-01 0
2011: WOODWARD HUNT & ASSOCIATES, CPA'S, PC EMPLOYEES' PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-06-01 8
Total number of active participants reported on line 7a of the Form 5500 2011-06-01 9
Number of retired or separated participants receiving benefits 2011-06-01 0
Number of other retired or separated participants entitled to future benefits 2011-06-01 2
Total of all active and inactive participants 2011-06-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-06-01 0
Total participants 2011-06-01 11
Number of participants with account balances 2011-06-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-06-01 0
2010: WOODWARD HUNT & ASSOCIATES, CPA'S, PC EMPLOYEES' PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-06-01 8
Total number of active participants reported on line 7a of the Form 5500 2010-06-01 6
Number of retired or separated participants receiving benefits 2010-06-01 0
Number of other retired or separated participants entitled to future benefits 2010-06-01 2
Total of all active and inactive participants 2010-06-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-06-01 0
Total participants 2010-06-01 8
Number of participants with account balances 2010-06-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-06-01 0
2009: WOODWARD HUNT & ASSOCIATES, CPA'S, PC EMPLOYEES' PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-06-01 10
Total number of active participants reported on line 7a of the Form 5500 2009-06-01 6
Number of other retired or separated participants entitled to future benefits 2009-06-01 2
Total of all active and inactive participants 2009-06-01 8
Total participants 2009-06-01 8
Number of participants with account balances 2009-06-01 8

Measure	Date	Value
2014: WOODWARD HUNT & ASSOCIATES, CPA'S, PC EMPLOYEES' PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-06-01	12
Total number of active participants reported on line 7a of the Form 5500	2014-06-01	9
Number of retired or separated participants receiving benefits	2014-06-01	0
Number of other retired or separated participants entitled to future benefits	2014-06-01	3
Total of all active and inactive participants	2014-06-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-06-01	0
Total participants	2014-06-01	12
Number of participants with account balances	2014-06-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-06-01	0
2013: WOODWARD HUNT & ASSOCIATES, CPA'S, PC EMPLOYEES' PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-06-01	12
Total number of active participants reported on line 7a of the Form 5500	2013-06-01	7
Number of retired or separated participants receiving benefits	2013-06-01	0
Number of other retired or separated participants entitled to future benefits	2013-06-01	5
Total of all active and inactive participants	2013-06-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-06-01	0
Total participants	2013-06-01	12
Number of participants with account balances	2013-06-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-06-01	2
2012: WOODWARD HUNT & ASSOCIATES, CPA'S, PC EMPLOYEES' PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-06-01	11
Total number of active participants reported on line 7a of the Form 5500	2012-06-01	10
Number of retired or separated participants receiving benefits	2012-06-01	0
Number of other retired or separated participants entitled to future benefits	2012-06-01	2
Total of all active and inactive participants	2012-06-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-06-01	0
Total participants	2012-06-01	12
Number of participants with account balances	2012-06-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-06-01	0
2011: WOODWARD HUNT & ASSOCIATES, CPA'S, PC EMPLOYEES' PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-06-01	8
Total number of active participants reported on line 7a of the Form 5500	2011-06-01	9
Number of retired or separated participants receiving benefits	2011-06-01	0
Number of other retired or separated participants entitled to future benefits	2011-06-01	2
Total of all active and inactive participants	2011-06-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-06-01	0
Total participants	2011-06-01	11
Number of participants with account balances	2011-06-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-06-01	0
2010: WOODWARD HUNT & ASSOCIATES, CPA'S, PC EMPLOYEES' PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-06-01	8
Total number of active participants reported on line 7a of the Form 5500	2010-06-01	6
Number of retired or separated participants receiving benefits	2010-06-01	0
Number of other retired or separated participants entitled to future benefits	2010-06-01	2
Total of all active and inactive participants	2010-06-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-06-01	0
Total participants	2010-06-01	8
Number of participants with account balances	2010-06-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-06-01	0
2009: WOODWARD HUNT & ASSOCIATES, CPA'S, PC EMPLOYEES' PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-06-01	10
Total number of active participants reported on line 7a of the Form 5500	2009-06-01	6
Number of other retired or separated participants entitled to future benefits	2009-06-01	2
Total of all active and inactive participants	2009-06-01	8
Total participants	2009-06-01	8
Number of participants with account balances	2009-06-01	8

Financial Data on WOODWARD HUNT & ASSOCIATES, CPA'S, PC EMPLOYEES' PROFIT SHARING PLAN

Measure	Date	Value
2015 : WOODWARD HUNT & ASSOCIATES, CPA'S, PC EMPLOYEES' PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-05-31	$266,715
Expenses. Total of all expenses incurred	2015-05-31	$8,293
Benefits paid (including direct rollovers)	2015-05-31	$8,293
Total plan assets at end of year	2015-05-31	$2,253,397
Total plan assets at beginning of year	2015-05-31	$1,994,975
Value of fidelity bond covering the plan	2015-05-31	$500,000
Total contributions received or receivable from participants	2015-05-31	$93,983
Other income received	2015-05-31	$56,859
Net income (gross income less expenses)	2015-05-31	$258,422
Net plan assets at end of year (total assets less liabilities)	2015-05-31	$2,253,397
Net plan assets at beginning of year (total assets less liabilities)	2015-05-31	$1,994,975
Total contributions received or receivable from employer(s)	2015-05-31	$115,873
2014 : WOODWARD HUNT & ASSOCIATES, CPA'S, PC EMPLOYEES' PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-05-31	$506,855
Expenses. Total of all expenses incurred	2014-05-31	$1,179,855
Benefits paid (including direct rollovers)	2014-05-31	$1,179,855
Total plan assets at end of year	2014-05-31	$1,994,975
Total plan assets at beginning of year	2014-05-31	$2,667,975
Value of fidelity bond covering the plan	2014-05-31	$500,000
Total contributions received or receivable from participants	2014-05-31	$76,833
Other income received	2014-05-31	$325,224
Net income (gross income less expenses)	2014-05-31	$-673,000
Net plan assets at end of year (total assets less liabilities)	2014-05-31	$1,994,975
Net plan assets at beginning of year (total assets less liabilities)	2014-05-31	$2,667,975
Total contributions received or receivable from employer(s)	2014-05-31	$104,798
2013 : WOODWARD HUNT & ASSOCIATES, CPA'S, PC EMPLOYEES' PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-05-31	$633,798
Expenses. Total of all expenses incurred	2013-05-31	$557,906
Benefits paid (including direct rollovers)	2013-05-31	$549,235
Total plan assets at end of year	2013-05-31	$2,667,975
Total plan assets at beginning of year	2013-05-31	$2,592,083
Value of fidelity bond covering the plan	2013-05-31	$500,000
Total contributions received or receivable from participants	2013-05-31	$82,466
Other income received	2013-05-31	$449,503
Net income (gross income less expenses)	2013-05-31	$75,892
Net plan assets at end of year (total assets less liabilities)	2013-05-31	$2,667,975
Net plan assets at beginning of year (total assets less liabilities)	2013-05-31	$2,592,083
Total contributions received or receivable from employer(s)	2013-05-31	$101,829
Expenses. Administrative service providers (salaries,fees and commissions)	2013-05-31	$8,671
2012 : WOODWARD HUNT & ASSOCIATES, CPA'S, PC EMPLOYEES' PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-05-31	$374
Expenses. Total of all expenses incurred	2012-05-31	$108,133
Benefits paid (including direct rollovers)	2012-05-31	$100,000
Total plan assets at end of year	2012-05-31	$2,592,083
Total plan assets at beginning of year	2012-05-31	$2,699,842
Value of fidelity bond covering the plan	2012-05-31	$500,000
Total contributions received or receivable from participants	2012-05-31	$96,082
Other income received	2012-05-31	$-201,040
Net income (gross income less expenses)	2012-05-31	$-107,759
Net plan assets at end of year (total assets less liabilities)	2012-05-31	$2,592,083
Net plan assets at beginning of year (total assets less liabilities)	2012-05-31	$2,699,842
Total contributions received or receivable from employer(s)	2012-05-31	$105,332
Expenses. Administrative service providers (salaries,fees and commissions)	2012-05-31	$8,133
2011 : WOODWARD HUNT & ASSOCIATES, CPA'S, PC EMPLOYEES' PROFIT SHARING PLAN 2011 401k financial data
Transfers to/from the plan	2011-05-31	$33,678
Total income from all sources	2011-05-31	$560,133
Expenses. Total of all expenses incurred	2011-05-31	$57,400
Benefits paid (including direct rollovers)	2011-05-31	$50,000
Total plan assets at end of year	2011-05-31	$2,699,842
Total plan assets at beginning of year	2011-05-31	$2,163,431
Value of fidelity bond covering the plan	2011-05-31	$500,000
Total contributions received or receivable from participants	2011-05-31	$64,216
Other income received	2011-05-31	$397,823
Net income (gross income less expenses)	2011-05-31	$502,733
Net plan assets at end of year (total assets less liabilities)	2011-05-31	$2,699,842
Net plan assets at beginning of year (total assets less liabilities)	2011-05-31	$2,163,431
Total contributions received or receivable from employer(s)	2011-05-31	$98,094
Expenses. Administrative service providers (salaries,fees and commissions)	2011-05-31	$7,400

Form 5500 Responses for WOODWARD HUNT & ASSOCIATES, CPA'S, PC EMPLOYEES' PROFIT SHARING PLAN

2014: WOODWARD HUNT & ASSOCIATES, CPA'S, PC EMPLOYEES' PROFIT SHARING PLAN 2014 form 5500 responses
2014-06-01	Type of plan entity	Single employer plan
2014-06-01	Plan funding arrangement – Trust	Yes
2014-06-01	Plan benefit arrangement - Trust	Yes
2013: WOODWARD HUNT & ASSOCIATES, CPA'S, PC EMPLOYEES' PROFIT SHARING PLAN 2013 form 5500 responses
2013-06-01	Type of plan entity	Single employer plan
2013-06-01	Plan funding arrangement – Trust	Yes
2013-06-01	Plan benefit arrangement - Trust	Yes
2012: WOODWARD HUNT & ASSOCIATES, CPA'S, PC EMPLOYEES' PROFIT SHARING PLAN 2012 form 5500 responses
2012-06-01	Type of plan entity	Single employer plan
2012-06-01	Plan funding arrangement – Trust	Yes
2012-06-01	Plan benefit arrangement - Trust	Yes
2011: WOODWARD HUNT & ASSOCIATES, CPA'S, PC EMPLOYEES' PROFIT SHARING PLAN 2011 form 5500 responses
2011-06-01	Type of plan entity	Single employer plan
2011-06-01	Plan funding arrangement – Trust	Yes
2011-06-01	Plan benefit arrangement - Trust	Yes
2010: WOODWARD HUNT & ASSOCIATES, CPA'S, PC EMPLOYEES' PROFIT SHARING PLAN 2010 form 5500 responses
2010-06-01	Type of plan entity	Single employer plan
2010-06-01	Plan funding arrangement – Trust	Yes
2010-06-01	Plan benefit arrangement - Trust	Yes
2009: WOODWARD HUNT & ASSOCIATES, CPA'S, PC EMPLOYEES' PROFIT SHARING PLAN 2009 form 5500 responses
2009-06-01	Type of plan entity	Single employer plan
2009-06-01	This submission is the final filing	No
2009-06-01	Plan funding arrangement – Trust	Yes
2009-06-01	Plan benefit arrangement - Trust	Yes

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Company Name:	WOODWARD HUNT & ASSOCIATES, CPA'S, PC
Employer identification number (EIN):	431140282
NAIC Classification:	541211
NAIC Description:	Offices of Certified Public Accountants