SALLY A. HERALD ACCOUNTANCY CORPORATION has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan HERALD & BROWN, CPAS PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2023: HERALD & BROWN, CPAS PROFIT SHARING PLAN 2023 401k membership |
|---|
| Total participants, beginning-of-year | 2023-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2023-01-01 | 1 |
| Number of retired or separated participants receiving benefits | 2023-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2023-01-01 | 1 |
| Total of all active and inactive participants | 2023-01-01 | 2 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2023-01-01 | 0 |
| Total participants | 2023-01-01 | 2 |
| Number of participants with account balances | 2023-01-01 | 2 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2023-01-01 | 0 |
| 2022: HERALD & BROWN, CPAS PROFIT SHARING PLAN 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 1 |
| Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 1 |
| Total of all active and inactive participants | 2022-01-01 | 2 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
| Total participants | 2022-01-01 | 2 |
| Number of participants with account balances | 2022-01-01 | 2 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
| 2021: HERALD & BROWN, CPAS PROFIT SHARING PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 1 |
| Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 1 |
| Total of all active and inactive participants | 2021-01-01 | 2 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
| Total participants | 2021-01-01 | 2 |
| Number of participants with account balances | 2021-01-01 | 2 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
| 2020: HERALD & BROWN, CPAS PROFIT SHARING PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 1 |
| Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 1 |
| Total of all active and inactive participants | 2020-01-01 | 2 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
| Total participants | 2020-01-01 | 2 |
| Number of participants with account balances | 2020-01-01 | 2 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 1 |
| 2019: HERALD & BROWN, CPAS PROFIT SHARING PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 2 |
| 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 | 1 |
| Total of all active and inactive participants | 2019-01-01 | 3 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
| Total participants | 2019-01-01 | 3 |
| Number of participants with account balances | 2019-01-01 | 3 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
| 2018: HERALD & BROWN, CPAS PROFIT SHARING PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 1 |
| 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 | 2 |
| Total of all active and inactive participants | 2018-01-01 | 3 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
| Total participants | 2018-01-01 | 3 |
| Number of participants with account balances | 2018-01-01 | 3 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
| 2017: HERALD & BROWN, CPAS PROFIT SHARING PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 2 |
| 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 | 1 |
| Total of all active and inactive participants | 2017-01-01 | 3 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
| Total participants | 2017-01-01 | 3 |
| Number of participants with account balances | 2017-01-01 | 3 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
| 2016: HERALD & BROWN, CPAS PROFIT SHARING PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 2 |
| 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 | 1 |
| Total of all active and inactive participants | 2016-01-01 | 3 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
| Total participants | 2016-01-01 | 3 |
| Number of participants with account balances | 2016-01-01 | 3 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
| 2015: HERALD & BROWN, CPAS PROFIT SHARING PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 2 |
| 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 | 1 |
| Total of all active and inactive participants | 2015-01-01 | 3 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
| Total participants | 2015-01-01 | 3 |
| Number of participants with account balances | 2015-01-01 | 3 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2023 : HERALD & BROWN, CPAS PROFIT SHARING PLAN 2023 401k financial data |
|---|
| Total income from all sources | 2023-12-31 | $100,505 |
| Expenses. Total of all expenses incurred | 2023-12-31 | $1,376 |
| Total plan assets at end of year | 2023-12-31 | $678,093 |
| Total plan assets at beginning of year | 2023-12-31 | $578,964 |
| Value of fidelity bond covering the plan | 2023-12-31 | $50,000 |
| Other income received | 2023-12-31 | $60,455 |
| Net income (gross income less expenses) | 2023-12-31 | $99,129 |
| Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $678,093 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $578,964 |
| Total contributions received or receivable from employer(s) | 2023-12-31 | $40,050 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2023-12-31 | $1,376 |
| 2022 : HERALD & BROWN, CPAS PROFIT SHARING PLAN 2022 401k financial data |
|---|
| Total income from all sources | 2022-12-31 | $-1,815 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $1,395 |
| Total plan assets at end of year | 2022-12-31 | $578,964 |
| Total plan assets at beginning of year | 2022-12-31 | $582,174 |
| Value of fidelity bond covering the plan | 2022-12-31 | $50,000 |
| Other income received | 2022-12-31 | $-39,315 |
| Net income (gross income less expenses) | 2022-12-31 | $-3,210 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $578,964 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $582,174 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $37,500 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $1,395 |
| 2021 : HERALD & BROWN, CPAS PROFIT SHARING PLAN 2021 401k financial data |
|---|
| Total income from all sources | 2021-12-31 | $42,943 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $1,467 |
| Total plan assets at end of year | 2021-12-31 | $582,174 |
| Total plan assets at beginning of year | 2021-12-31 | $540,698 |
| Value of fidelity bond covering the plan | 2021-12-31 | $50,000 |
| Other income received | 2021-12-31 | $6,943 |
| Net income (gross income less expenses) | 2021-12-31 | $41,476 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $582,174 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $540,698 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $36,000 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $1,467 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
| 2020 : HERALD & BROWN, CPAS PROFIT SHARING PLAN 2020 401k financial data |
|---|
| Total income from all sources | 2020-12-31 | $48,398 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $13,242 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $11,414 |
| Total plan assets at end of year | 2020-12-31 | $540,698 |
| Total plan assets at beginning of year | 2020-12-31 | $505,542 |
| Value of fidelity bond covering the plan | 2020-12-31 | $50,000 |
| Expenses. Other expenses not covered elsewhere | 2020-12-31 | $1,828 |
| Other income received | 2020-12-31 | $16,962 |
| Net income (gross income less expenses) | 2020-12-31 | $35,156 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $540,698 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $505,542 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $31,436 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
| 2019 : HERALD & BROWN, CPAS PROFIT SHARING PLAN 2019 401k financial data |
|---|
| Total income from all sources | 2019-12-31 | $44,258 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $38,239 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $36,734 |
| Total plan assets at end of year | 2019-12-31 | $505,542 |
| Total plan assets at beginning of year | 2019-12-31 | $499,523 |
| Value of fidelity bond covering the plan | 2019-12-31 | $50,000 |
| Expenses. Other expenses not covered elsewhere | 2019-12-31 | $771 |
| Other income received | 2019-12-31 | $12,023 |
| Net income (gross income less expenses) | 2019-12-31 | $6,019 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $505,542 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $499,523 |
| Assets. Value of real-estate (other than employer real property) | 2019-12-31 | $10,000 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $32,235 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $734 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
| 2018 : HERALD & BROWN, CPAS PROFIT SHARING PLAN 2018 401k financial data |
|---|
| Total income from all sources | 2018-12-31 | $26,484 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $1,369 |
| Total plan assets at end of year | 2018-12-31 | $499,523 |
| Total plan assets at beginning of year | 2018-12-31 | $474,408 |
| Value of fidelity bond covering the plan | 2018-12-31 | $50,000 |
| Other income received | 2018-12-31 | $484 |
| Net income (gross income less expenses) | 2018-12-31 | $25,115 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $499,523 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $474,408 |
| Assets. Value of real-estate (other than employer real property) | 2018-12-31 | $10,000 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $26,000 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $1,369 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
| 2017 : HERALD & BROWN, CPAS PROFIT SHARING PLAN 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $47,911 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $185,033 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $182,628 |
| Total plan assets at end of year | 2017-12-31 | $474,408 |
| Total plan assets at beginning of year | 2017-12-31 | $611,530 |
| Value of fidelity bond covering the plan | 2017-12-31 | $50,000 |
| Other income received | 2017-12-31 | $14,875 |
| Net income (gross income less expenses) | 2017-12-31 | $-137,122 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $474,408 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $611,530 |
| Assets. Value of real-estate (other than employer real property) | 2017-12-31 | $10,000 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $33,036 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $2,405 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
| 2016 : HERALD & BROWN, CPAS PROFIT SHARING PLAN 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $59,571 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $133,775 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $129,279 |
| Total plan assets at end of year | 2016-12-31 | $611,530 |
| Total plan assets at beginning of year | 2016-12-31 | $685,734 |
| Value of fidelity bond covering the plan | 2016-12-31 | $80,000 |
| Expenses. Other expenses not covered elsewhere | 2016-12-31 | $4,496 |
| Other income received | 2016-12-31 | $39,571 |
| Net income (gross income less expenses) | 2016-12-31 | $-74,204 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $611,530 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $685,734 |
| Assets. Value of real-estate (other than employer real property) | 2016-12-31 | $10,000 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $20,000 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
| 2015 : HERALD & BROWN, CPAS PROFIT SHARING PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $36,683 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $11,493 |
| Total plan assets at end of year | 2015-12-31 | $705,734 |
| Total plan assets at beginning of year | 2015-12-31 | $680,544 |
| Value of fidelity bond covering the plan | 2015-12-31 | $80,000 |
| Expenses. Other expenses not covered elsewhere | 2015-12-31 | $9,345 |
| Other income received | 2015-12-31 | $4,728 |
| Net income (gross income less expenses) | 2015-12-31 | $25,190 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $705,734 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $680,544 |
| Assets. Value of real-estate (other than employer real property) | 2015-12-31 | $44,310 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $31,955 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $2,148 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
| 2023: HERALD & BROWN, CPAS PROFIT SHARING PLAN 2023 form 5500 responses |
|---|
| 2023-01-01 | Type of plan entity | Single employer plan |
| 2023-01-01 | Submission has been amended | No |
| 2023-01-01 | This submission is the final filing | No |
| 2023-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2023-01-01 | Plan is a collectively bargained plan | No |
| 2023-01-01 | Plan funding arrangement – Trust | Yes |
| 2023-01-01 | Plan benefit arrangement - Trust | Yes |
| 2022: HERALD & BROWN, CPAS PROFIT SHARING PLAN 2022 form 5500 responses |
|---|
| 2022-01-01 | Type of plan entity | Single employer plan |
| 2022-01-01 | Submission has been amended | No |
| 2022-01-01 | This submission is the final filing | No |
| 2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2022-01-01 | Plan is a collectively bargained plan | No |
| 2022-01-01 | Plan funding arrangement – Trust | Yes |
| 2022-01-01 | Plan benefit arrangement - Trust | Yes |
| 2021: HERALD & BROWN, CPAS PROFIT SHARING PLAN 2021 form 5500 responses |
|---|
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | Submission has been amended | No |
| 2021-01-01 | This submission is the final filing | No |
| 2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-01-01 | Plan is a collectively bargained plan | No |
| 2021-01-01 | Plan funding arrangement – Trust | Yes |
| 2021-01-01 | Plan benefit arrangement - Trust | Yes |
| 2020: HERALD & BROWN, CPAS PROFIT SHARING PLAN 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | Submission has been amended | No |
| 2020-01-01 | This submission is the final filing | No |
| 2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-01-01 | Plan is a collectively bargained plan | No |
| 2020-01-01 | Plan funding arrangement – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| 2019: HERALD & BROWN, CPAS PROFIT SHARING PLAN 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Submission has been amended | No |
| 2019-01-01 | This submission is the final filing | No |
| 2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-01-01 | Plan is a collectively bargained plan | No |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: HERALD & BROWN, CPAS PROFIT SHARING PLAN 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Submission has been amended | No |
| 2018-01-01 | This submission is the final filing | No |
| 2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-01-01 | Plan is a collectively bargained plan | No |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: HERALD & BROWN, CPAS PROFIT SHARING PLAN 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Submission has been amended | No |
| 2017-01-01 | This submission is the final filing | No |
| 2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-01-01 | Plan is a collectively bargained plan | No |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: HERALD & BROWN, CPAS PROFIT SHARING PLAN 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Submission has been amended | No |
| 2016-01-01 | This submission is the final filing | No |
| 2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-01-01 | Plan is a collectively bargained plan | No |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: HERALD & BROWN, CPAS PROFIT SHARING PLAN 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Submission has been amended | Yes |
| 2015-01-01 | This submission is the final filing | No |
| 2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-01-01 | Plan is a collectively bargained plan | No |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
