401k Plan data: HOWE RETIREMENT TRUST plan

HOWE RETIREMENT TRUST 401k Plan overview

Plan Name	HOWE RETIREMENT TRUST
Plan identification number	001

HOWE RETIREMENT TRUST Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
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.

401k Sponsoring company profile

MARTHA E HOWE, ESQUIRE has sponsored the creation of one or more 401k plans.

Company Name: MARTHA E HOWE, ESQUIRE

Employer identification number (EIN): 463294580

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HOWE RETIREMENT TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2017-01-01 MARTHA E HOWE
001 2016-01-01 MARTHA E HOWE
001 2015-01-01 MARTHA E HOWE
001 2014-01-01 MARTHA E HOWE
001 2013-01-01 MARTHA E HOWE
001 2012-01-01 MARTHA E HOWE

Plan id#	Filing Submission Date	Name of Administrator
001	2017-01-01	MARTHA E HOWE
001	2016-01-01	MARTHA E HOWE
001	2015-01-01	MARTHA E HOWE
001	2014-01-01	MARTHA E HOWE
001	2013-01-01	MARTHA E HOWE
001	2012-01-01	MARTHA E HOWE

Plan Statistics for HOWE RETIREMENT TRUST

401k plan membership statisitcs for HOWE RETIREMENT TRUST

Measure Date Value
2017: HOWE RETIREMENT TRUST 2017 401k membership
Total participants, beginning-of-year 2017-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 3
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 1
Total participants 2017-01-01 4
Number of participants with account balances 2017-01-01 4
2016: HOWE RETIREMENT TRUST 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 3
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 1
Total participants 2016-01-01 4
Number of participants with account balances 2016-01-01 4
2015: HOWE RETIREMENT TRUST 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 1
Total of all active and inactive participants 2015-01-01 3
Total participants 2015-01-01 3
Number of participants with account balances 2015-01-01 3
2014: HOWE RETIREMENT TRUST 2014 401k membership
Total participants, beginning-of-year 2014-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 2
Number of retired or separated participants receiving benefits 2014-01-01 1
Total of all active and inactive participants 2014-01-01 3
Total participants 2014-01-01 3
Number of participants with account balances 2014-01-01 3
2013: HOWE RETIREMENT TRUST 2013 401k membership
Total participants, beginning-of-year 2013-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 2
Number of retired or separated participants receiving benefits 2013-01-01 1
Total of all active and inactive participants 2013-01-01 3
Total participants 2013-01-01 3
Number of participants with account balances 2013-01-01 3
2012: HOWE RETIREMENT TRUST 2012 401k membership
Total participants, beginning-of-year 2012-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 2
Number of retired or separated participants receiving benefits 2012-01-01 1
Total of all active and inactive participants 2012-01-01 3
Total participants 2012-01-01 3
Number of participants with account balances 2012-01-01 3

Measure	Date	Value
2017: HOWE RETIREMENT TRUST 2017 401k membership
Total participants, beginning-of-year	2017-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	3
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	1
Total participants	2017-01-01	4
Number of participants with account balances	2017-01-01	4
2016: HOWE RETIREMENT TRUST 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	3
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	1
Total participants	2016-01-01	4
Number of participants with account balances	2016-01-01	4
2015: HOWE RETIREMENT TRUST 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	1
Total of all active and inactive participants	2015-01-01	3
Total participants	2015-01-01	3
Number of participants with account balances	2015-01-01	3
2014: HOWE RETIREMENT TRUST 2014 401k membership
Total participants, beginning-of-year	2014-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	2
Number of retired or separated participants receiving benefits	2014-01-01	1
Total of all active and inactive participants	2014-01-01	3
Total participants	2014-01-01	3
Number of participants with account balances	2014-01-01	3
2013: HOWE RETIREMENT TRUST 2013 401k membership
Total participants, beginning-of-year	2013-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	2
Number of retired or separated participants receiving benefits	2013-01-01	1
Total of all active and inactive participants	2013-01-01	3
Total participants	2013-01-01	3
Number of participants with account balances	2013-01-01	3
2012: HOWE RETIREMENT TRUST 2012 401k membership
Total participants, beginning-of-year	2012-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	2
Number of retired or separated participants receiving benefits	2012-01-01	1
Total of all active and inactive participants	2012-01-01	3
Total participants	2012-01-01	3
Number of participants with account balances	2012-01-01	3

Financial Data on HOWE RETIREMENT TRUST

Measure	Date	Value
2017 : HOWE RETIREMENT TRUST 2017 401k financial data
Total income from all sources	2017-12-31	$186,043
Expenses. Total of all expenses incurred	2017-12-31	$20,030
Benefits paid (including direct rollovers)	2017-12-31	$15,311
Total plan assets at end of year	2017-12-31	$1,260,145
Total plan assets at beginning of year	2017-12-31	$1,094,132
Value of fidelity bond covering the plan	2017-12-31	$500,000
Expenses. Other expenses not covered elsewhere	2017-12-31	$4,719
Other income received	2017-12-31	$121,692
Net income (gross income less expenses)	2017-12-31	$166,013
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$1,260,145
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$1,094,132
Total contributions received or receivable from employer(s)	2017-12-31	$64,351
2016 : HOWE RETIREMENT TRUST 2016 401k financial data
Total income from all sources	2016-12-31	$121,781
Expenses. Total of all expenses incurred	2016-12-31	$344,328
Benefits paid (including direct rollovers)	2016-12-31	$339,898
Total plan assets at end of year	2016-12-31	$1,094,132
Total plan assets at beginning of year	2016-12-31	$1,316,679
Value of fidelity bond covering the plan	2016-12-31	$500,000
Expenses. Other expenses not covered elsewhere	2016-12-31	$4,430
Other income received	2016-12-31	$62,842
Net income (gross income less expenses)	2016-12-31	$-222,547
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$1,094,132
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$1,316,679
Total contributions received or receivable from employer(s)	2016-12-31	$58,939
2015 : HOWE RETIREMENT TRUST 2015 401k financial data
Total income from all sources	2015-12-31	$54,957
Expenses. Total of all expenses incurred	2015-12-31	$87,380
Benefits paid (including direct rollovers)	2015-12-31	$82,958
Total plan assets at end of year	2015-12-31	$1,316,679
Total plan assets at beginning of year	2015-12-31	$1,349,102
Value of fidelity bond covering the plan	2015-12-31	$500,000
Expenses. Other expenses not covered elsewhere	2015-12-31	$4,422
Other income received	2015-12-31	$1,596
Net income (gross income less expenses)	2015-12-31	$-32,423
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$1,316,679
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$1,349,102
Total contributions received or receivable from employer(s)	2015-12-31	$53,361
2014 : HOWE RETIREMENT TRUST 2014 401k financial data
Total income from all sources	2014-12-31	$144,740
Expenses. Total of all expenses incurred	2014-12-31	$38,225
Benefits paid (including direct rollovers)	2014-12-31	$34,044
Total plan assets at end of year	2014-12-31	$1,349,102
Total plan assets at beginning of year	2014-12-31	$1,242,587
Value of fidelity bond covering the plan	2014-12-31	$500,000
Expenses. Other expenses not covered elsewhere	2014-12-31	$4,181
Other income received	2014-12-31	$88,256
Net income (gross income less expenses)	2014-12-31	$106,515
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,349,102
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,242,587
Total contributions received or receivable from employer(s)	2014-12-31	$56,484
2013 : HOWE RETIREMENT TRUST 2013 401k financial data
Total plan liabilities at beginning of year	2013-12-31	$22
Total income from all sources	2013-12-31	$178,492
Expenses. Total of all expenses incurred	2013-12-31	$27,621
Benefits paid (including direct rollovers)	2013-12-31	$24,000
Total plan assets at end of year	2013-12-31	$1,242,587
Total plan assets at beginning of year	2013-12-31	$1,091,738
Expenses. Other expenses not covered elsewhere	2013-12-31	$3,621
Other income received	2013-12-31	$136,742
Net income (gross income less expenses)	2013-12-31	$150,871
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,242,587
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,091,716
Total contributions received or receivable from employer(s)	2013-12-31	$41,750
2012 : HOWE RETIREMENT TRUST 2012 401k financial data
Transfers to/from the plan	2012-12-31	$1,008,181
Total plan liabilities at end of year	2012-12-31	$22
Total income from all sources	2012-12-31	$110,864
Expenses. Total of all expenses incurred	2012-12-31	$27,329
Benefits paid (including direct rollovers)	2012-12-31	$24,000
Total plan assets at end of year	2012-12-31	$1,091,738
Expenses. Other expenses not covered elsewhere	2012-12-31	$3,329
Other income received	2012-12-31	$73,953
Net income (gross income less expenses)	2012-12-31	$83,535
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,091,716
Total contributions received or receivable from employer(s)	2012-12-31	$36,911

Form 5500 Responses for HOWE RETIREMENT TRUST

2017: HOWE RETIREMENT TRUST 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: HOWE RETIREMENT TRUST 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: HOWE RETIREMENT TRUST 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: HOWE RETIREMENT TRUST 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: HOWE RETIREMENT TRUST 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: HOWE RETIREMENT TRUST 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	First time form 5500 has been submitted	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	MARTHA E HOWE, ESQUIRE
Employer identification number (EIN):	463294580
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers