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Plan Name | YOUNT, HYDE & BARBOUR, P.C. 401(K) & PROFIT SHARING PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | YOUNT, HYDE & BARBOUR, P.C. |
Employer identification number (EIN): | 541149263 |
NAIC Classification: | 541211 |
NAIC Description: | Offices of Certified Public Accountants |
Additional information about YOUNT, HYDE & BARBOUR, P.C.
Jurisdiction of Incorporation: | Virginia Secretary of State |
Incorporation Date: | 1980-09-25 |
Company Identification Number: | 0209994 |
Legal Registered Office Address: |
50 SOUTH CAMERON STREET WINCHESTER United States of America (USA) 22604 |
More information about YOUNT, HYDE & BARBOUR, P.C.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2022-07-01 | R. ALLEN FOSTER, JR. | 2024-03-08 | ||
001 | 2021-07-01 | R. ALLEN FOSTER, JR. | 2023-04-04 | ||
001 | 2020-07-01 | HOWARD L. COLSON | 2022-01-26 | ||
001 | 2019-07-01 | HOWARD L. COLSON | 2021-04-01 | ||
001 | 2018-07-01 | HOWARD L. COLSON | 2020-01-22 | ||
001 | 2017-07-01 | ||||
001 | 2016-07-01 | ||||
001 | 2015-07-01 | HOWARD L. COLSON | |||
001 | 2014-07-01 | ||||
001 | 2013-07-01 | ||||
001 | 2012-07-01 | SUSAN REEVES | |||
001 | 2011-07-01 | YVETTE HARRIS | |||
001 | 2010-07-01 | YVETTE HARRIS | |||
001 | 2009-07-01 | HOWARD L. COLSON | HOWARD L. COLSON | 2011-03-11 |
Measure | Date | Value |
---|---|---|
2022: YOUNT, HYDE & BARBOUR, P.C. 401(K) & PROFIT SHARING PLAN 2022 401k membership | ||
Total participants, beginning-of-year | 2022-07-01 | 365 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-07-01 | 265 |
Number of retired or separated participants receiving benefits | 2022-07-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2022-07-01 | 116 |
Total of all active and inactive participants | 2022-07-01 | 381 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-07-01 | 0 |
Total participants | 2022-07-01 | 381 |
Number of participants with account balances | 2022-07-01 | 381 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-07-01 | 22 |
2021: YOUNT, HYDE & BARBOUR, P.C. 401(K) & PROFIT SHARING PLAN 2021 401k membership | ||
Total participants, beginning-of-year | 2021-07-01 | 258 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-07-01 | 171 |
Number of retired or separated participants receiving benefits | 2021-07-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-07-01 | 107 |
Total of all active and inactive participants | 2021-07-01 | 278 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-07-01 | 0 |
Total participants | 2021-07-01 | 278 |
Number of participants with account balances | 2021-07-01 | 278 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-07-01 | 19 |
2020: YOUNT, HYDE & BARBOUR, P.C. 401(K) & PROFIT SHARING PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-07-01 | 237 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-07-01 | 155 |
Number of retired or separated participants receiving benefits | 2020-07-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-07-01 | 85 |
Total of all active and inactive participants | 2020-07-01 | 240 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-07-01 | 0 |
Total participants | 2020-07-01 | 240 |
Number of participants with account balances | 2020-07-01 | 240 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-07-01 | 6 |
2019: YOUNT, HYDE & BARBOUR, P.C. 401(K) & PROFIT SHARING PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-07-01 | 220 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-07-01 | 145 |
Number of retired or separated participants receiving benefits | 2019-07-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-07-01 | 85 |
Total of all active and inactive participants | 2019-07-01 | 230 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-07-01 | 0 |
Total participants | 2019-07-01 | 230 |
Number of participants with account balances | 2019-07-01 | 230 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-07-01 | 9 |
2018: YOUNT, HYDE & BARBOUR, P.C. 401(K) & PROFIT SHARING PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-07-01 | 190 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-07-01 | 129 |
Number of retired or separated participants receiving benefits | 2018-07-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-07-01 | 72 |
Total of all active and inactive participants | 2018-07-01 | 201 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-07-01 | 0 |
Total participants | 2018-07-01 | 201 |
Number of participants with account balances | 2018-07-01 | 201 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-07-01 | 5 |
2017: YOUNT, HYDE & BARBOUR, P.C. 401(K) & PROFIT SHARING PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-07-01 | 167 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-07-01 | 119 |
Number of retired or separated participants receiving benefits | 2017-07-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-07-01 | 59 |
Total of all active and inactive participants | 2017-07-01 | 178 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-07-01 | 0 |
Total participants | 2017-07-01 | 178 |
Number of participants with account balances | 2017-07-01 | 178 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-07-01 | 5 |
2016: YOUNT, HYDE & BARBOUR, P.C. 401(K) & PROFIT SHARING PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-07-01 | 160 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-07-01 | 117 |
Number of retired or separated participants receiving benefits | 2016-07-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-07-01 | 50 |
Total of all active and inactive participants | 2016-07-01 | 167 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-07-01 | 0 |
Total participants | 2016-07-01 | 167 |
Number of participants with account balances | 2016-07-01 | 167 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-07-01 | 1 |
2015: YOUNT, HYDE & BARBOUR, P.C. 401(K) & PROFIT SHARING PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-07-01 | 167 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-07-01 | 104 |
Number of retired or separated participants receiving benefits | 2015-07-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-07-01 | 54 |
Total of all active and inactive participants | 2015-07-01 | 158 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-07-01 | 0 |
Total participants | 2015-07-01 | 158 |
Number of participants with account balances | 2015-07-01 | 158 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-07-01 | 0 |
2014: YOUNT, HYDE & BARBOUR, P.C. 401(K) & PROFIT SHARING PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-07-01 | 178 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-07-01 | 104 |
Number of retired or separated participants receiving benefits | 2014-07-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-07-01 | 61 |
Total of all active and inactive participants | 2014-07-01 | 165 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-07-01 | 0 |
Total participants | 2014-07-01 | 165 |
Number of participants with account balances | 2014-07-01 | 165 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-07-01 | 0 |
2013: YOUNT, HYDE & BARBOUR, P.C. 401(K) & PROFIT SHARING PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-07-01 | 165 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-07-01 | 106 |
Number of retired or separated participants receiving benefits | 2013-07-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-07-01 | 64 |
Total of all active and inactive participants | 2013-07-01 | 170 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-07-01 | 0 |
Total participants | 2013-07-01 | 170 |
Number of participants with account balances | 2013-07-01 | 170 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-07-01 | 0 |
2012: YOUNT, HYDE & BARBOUR, P.C. 401(K) & PROFIT SHARING PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-07-01 | 162 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-07-01 | 110 |
Number of retired or separated participants receiving benefits | 2012-07-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-07-01 | 51 |
Total of all active and inactive participants | 2012-07-01 | 161 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-07-01 | 0 |
Total participants | 2012-07-01 | 161 |
Number of participants with account balances | 2012-07-01 | 161 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-07-01 | 0 |
2011: YOUNT, HYDE & BARBOUR, P.C. 401(K) & PROFIT SHARING PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-07-01 | 163 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-07-01 | 111 |
Number of retired or separated participants receiving benefits | 2011-07-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-07-01 | 49 |
Total of all active and inactive participants | 2011-07-01 | 160 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-07-01 | 0 |
Total participants | 2011-07-01 | 160 |
Number of participants with account balances | 2011-07-01 | 157 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-07-01 | 0 |
2010: YOUNT, HYDE & BARBOUR, P.C. 401(K) & PROFIT SHARING PLAN 2010 401k membership | ||
Total participants, beginning-of-year | 2010-07-01 | 172 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-07-01 | 112 |
Number of retired or separated participants receiving benefits | 2010-07-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2010-07-01 | 47 |
Total of all active and inactive participants | 2010-07-01 | 159 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-07-01 | 0 |
Total participants | 2010-07-01 | 159 |
Number of participants with account balances | 2010-07-01 | 155 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-07-01 | 0 |
2009: YOUNT, HYDE & BARBOUR, P.C. 401(K) & PROFIT SHARING PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-07-01 | 175 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-07-01 | 132 |
Number of retired or separated participants receiving benefits | 2009-07-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-07-01 | 36 |
Total of all active and inactive participants | 2009-07-01 | 168 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-07-01 | 0 |
Total participants | 2009-07-01 | 168 |
Number of participants with account balances | 2009-07-01 | 162 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-07-01 | 0 |
Measure | Date | Value |
---|---|---|
2023 : YOUNT, HYDE & BARBOUR, P.C. 401(K) & PROFIT SHARING PLAN 2023 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2023-06-30 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-06-30 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-06-30 | $0 |
Total income from all sources (including contributions) | 2023-06-30 | $10,419,509 |
Total loss/gain on sale of assets | 2023-06-30 | $0 |
Total of all expenses incurred | 2023-06-30 | $5,361,500 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-06-30 | $5,232,039 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-06-30 | $5,809,837 |
Value of total assets at end of year | 2023-06-30 | $45,248,258 |
Value of total assets at beginning of year | 2023-06-30 | $40,190,249 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-06-30 | $129,461 |
Total interest from all sources | 2023-06-30 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2023-06-30 | $2,208,001 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-06-30 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2023-06-30 | $2,208,001 |
Was this plan covered by a fidelity bond | 2023-06-30 | Yes |
Value of fidelity bond cover | 2023-06-30 | $500,000 |
If this is an individual account plan, was there a blackout period | 2023-06-30 | No |
Were there any nonexempt tranactions with any party-in-interest | 2023-06-30 | No |
Contributions received from participants | 2023-06-30 | $2,088,833 |
Income. Received or receivable in cash from other sources (including rollovers) | 2023-06-30 | $1,816,953 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-06-30 | No |
Value of net income/loss | 2023-06-30 | $5,058,009 |
Value of net assets at end of year (total assets less liabilities) | 2023-06-30 | $45,248,258 |
Value of net assets at beginning of year (total assets less liabilities) | 2023-06-30 | $40,190,249 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2023-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2023-06-30 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-06-30 | $42,664,916 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-06-30 | $37,504,808 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2023-06-30 | $684,710 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2023-06-30 | $1,264,436 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2023-06-30 | $1,264,436 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-06-30 | $2,401,671 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-06-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2023-06-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2023-06-30 | No |
Contributions received in cash from employer | 2023-06-30 | $1,904,051 |
Employer contributions (assets) at end of year | 2023-06-30 | $1,898,632 |
Employer contributions (assets) at beginning of year | 2023-06-30 | $1,421,005 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-06-30 | $5,232,039 |
Contract administrator fees | 2023-06-30 | $129,461 |
Did the plan have assets held for investment | 2023-06-30 | 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 | 2023-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-06-30 | No |
Opinion of an independent qualified public accountant for this plan | 2023-06-30 | Unqualified |
Accountancy firm name | 2023-06-30 | LBMC, PC |
Accountancy firm EIN | 2023-06-30 | 621199757 |
2022 : YOUNT, HYDE & BARBOUR, P.C. 401(K) & PROFIT SHARING PLAN 2022 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2022-06-30 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-06-30 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-06-30 | $0 |
Total income from all sources (including contributions) | 2022-06-30 | $-2,206,911 |
Total loss/gain on sale of assets | 2022-06-30 | $0 |
Total of all expenses incurred | 2022-06-30 | $1,613,548 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-06-30 | $1,473,929 |
Value of total corrective distributions | 2022-06-30 | $4,666 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-06-30 | $3,488,428 |
Value of total assets at end of year | 2022-06-30 | $40,190,249 |
Value of total assets at beginning of year | 2022-06-30 | $44,010,708 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-06-30 | $134,953 |
Total interest from all sources | 2022-06-30 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-06-30 | $3,930,402 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-06-30 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-06-30 | $3,930,402 |
Was this plan covered by a fidelity bond | 2022-06-30 | Yes |
Value of fidelity bond cover | 2022-06-30 | $500,000 |
If this is an individual account plan, was there a blackout period | 2022-06-30 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-06-30 | No |
Contributions received from participants | 2022-06-30 | $1,636,386 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-06-30 | $428,771 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-06-30 | No |
Value of net income/loss | 2022-06-30 | $-3,820,459 |
Value of net assets at end of year (total assets less liabilities) | 2022-06-30 | $40,190,249 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-06-30 | $44,010,708 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-06-30 | No |
Investment advisory and management fees | 2022-06-30 | $134,953 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-06-30 | $37,504,808 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-06-30 | $42,129,070 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-06-30 | $1,264,436 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-06-30 | $691,341 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-06-30 | $691,341 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-06-30 | $-9,625,741 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-06-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-06-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-06-30 | No |
Contributions received in cash from employer | 2022-06-30 | $1,423,271 |
Employer contributions (assets) at end of year | 2022-06-30 | $1,421,005 |
Employer contributions (assets) at beginning of year | 2022-06-30 | $1,190,297 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-06-30 | $1,473,929 |
Did the plan have assets held for investment | 2022-06-30 | 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 | 2022-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-06-30 | No |
Opinion of an independent qualified public accountant for this plan | 2022-06-30 | Unqualified |
Accountancy firm name | 2022-06-30 | LBMC, PC |
Accountancy firm EIN | 2022-06-30 | 621199757 |
2021 : YOUNT, HYDE & BARBOUR, P.C. 401(K) & PROFIT SHARING PLAN 2021 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2021-06-30 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-06-30 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-06-30 | $0 |
Total income from all sources (including contributions) | 2021-06-30 | $12,839,054 |
Total loss/gain on sale of assets | 2021-06-30 | $0 |
Total of all expenses incurred | 2021-06-30 | $1,186,367 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-06-30 | $1,066,119 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-06-30 | $2,477,548 |
Value of total assets at end of year | 2021-06-30 | $44,010,708 |
Value of total assets at beginning of year | 2021-06-30 | $32,358,021 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-06-30 | $120,248 |
Total interest from all sources | 2021-06-30 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-06-30 | $1,143,668 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-06-30 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-06-30 | $1,143,668 |
Was this plan covered by a fidelity bond | 2021-06-30 | Yes |
Value of fidelity bond cover | 2021-06-30 | $500,000 |
If this is an individual account plan, was there a blackout period | 2021-06-30 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-06-30 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-06-30 | No |
Contributions received from participants | 2021-06-30 | $1,286,034 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-06-30 | $1,217 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-06-30 | No |
Value of net income/loss | 2021-06-30 | $11,652,687 |
Value of net assets at end of year (total assets less liabilities) | 2021-06-30 | $44,010,708 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-06-30 | $32,358,021 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-06-30 | No |
Investment advisory and management fees | 2021-06-30 | $67,635 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-06-30 | $42,129,070 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-06-30 | $30,685,708 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-06-30 | $691,341 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-06-30 | $547,852 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-06-30 | $547,852 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-06-30 | $9,217,838 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-06-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-06-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-06-30 | No |
Contributions received in cash from employer | 2021-06-30 | $1,190,297 |
Employer contributions (assets) at end of year | 2021-06-30 | $1,190,297 |
Employer contributions (assets) at beginning of year | 2021-06-30 | $1,124,461 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-06-30 | $1,066,119 |
Contract administrator fees | 2021-06-30 | $52,613 |
Did the plan have assets held for investment | 2021-06-30 | 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 | 2021-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-06-30 | No |
Opinion of an independent qualified public accountant for this plan | 2021-06-30 | Disclaimer |
Accountancy firm name | 2021-06-30 | SIKICH LLP |
Accountancy firm EIN | 2021-06-30 | 363168081 |
2020 : YOUNT, HYDE & BARBOUR, P.C. 401(K) & PROFIT SHARING PLAN 2020 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2020-06-30 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-06-30 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-06-30 | $0 |
Total income from all sources (including contributions) | 2020-06-30 | $3,150,166 |
Total loss/gain on sale of assets | 2020-06-30 | $0 |
Total of all expenses incurred | 2020-06-30 | $1,545,663 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-06-30 | $1,442,577 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-06-30 | $2,862,128 |
Value of total assets at end of year | 2020-06-30 | $32,358,021 |
Value of total assets at beginning of year | 2020-06-30 | $30,753,518 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-06-30 | $103,086 |
Total interest from all sources | 2020-06-30 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-06-30 | $1,475,472 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-06-30 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-06-30 | $1,475,472 |
Was this plan covered by a fidelity bond | 2020-06-30 | Yes |
Value of fidelity bond cover | 2020-06-30 | $500,000 |
If this is an individual account plan, was there a blackout period | 2020-06-30 | No |
Were there any nonexempt tranactions with any party-in-interest | 2020-06-30 | No |
Contributions received from participants | 2020-06-30 | $1,163,611 |
Participant contributions at end of year | 2020-06-30 | $0 |
Participant contributions at beginning of year | 2020-06-30 | $8,927 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-06-30 | $574,056 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-06-30 | No |
Value of net income/loss | 2020-06-30 | $1,604,503 |
Value of net assets at end of year (total assets less liabilities) | 2020-06-30 | $32,358,021 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-06-30 | $30,753,518 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-06-30 | No |
Investment advisory and management fees | 2020-06-30 | $56,211 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-06-30 | $30,685,708 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-06-30 | $28,864,739 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-06-30 | $547,852 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-06-30 | $1,104,383 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-06-30 | $1,104,383 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-06-30 | $-1,187,434 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-06-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-06-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-06-30 | No |
Contributions received in cash from employer | 2020-06-30 | $1,124,461 |
Employer contributions (assets) at end of year | 2020-06-30 | $1,124,461 |
Employer contributions (assets) at beginning of year | 2020-06-30 | $775,469 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-06-30 | $1,442,577 |
Contract administrator fees | 2020-06-30 | $46,875 |
Did the plan have assets held for investment | 2020-06-30 | 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 | 2020-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-06-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2020-06-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2020-06-30 | Disclaimer |
Accountancy firm name | 2020-06-30 | SIKICH LLP |
Accountancy firm EIN | 2020-06-30 | 363168081 |
2019 : YOUNT, HYDE & BARBOUR, P.C. 401(K) & PROFIT SHARING PLAN 2019 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2019-06-30 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-06-30 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-06-30 | $0 |
Total income from all sources (including contributions) | 2019-06-30 | $3,617,574 |
Total loss/gain on sale of assets | 2019-06-30 | $0 |
Total of all expenses incurred | 2019-06-30 | $531,580 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-06-30 | $439,847 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-06-30 | $2,055,705 |
Value of total assets at end of year | 2019-06-30 | $30,753,518 |
Value of total assets at beginning of year | 2019-06-30 | $27,667,524 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-06-30 | $91,733 |
Total interest from all sources | 2019-06-30 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-06-30 | $1,838,002 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-06-30 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-06-30 | $1,838,002 |
Was this plan covered by a fidelity bond | 2019-06-30 | Yes |
Value of fidelity bond cover | 2019-06-30 | $500,000 |
If this is an individual account plan, was there a blackout period | 2019-06-30 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-06-30 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-06-30 | No |
Contributions received from participants | 2019-06-30 | $1,191,071 |
Participant contributions at end of year | 2019-06-30 | $8,927 |
Participant contributions at beginning of year | 2019-06-30 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-06-30 | $89,165 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-06-30 | No |
Value of net income/loss | 2019-06-30 | $3,085,994 |
Value of net assets at end of year (total assets less liabilities) | 2019-06-30 | $30,753,518 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-06-30 | $27,667,524 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-06-30 | No |
Investment advisory and management fees | 2019-06-30 | $50,964 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-06-30 | $28,864,739 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-06-30 | $26,379,610 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-06-30 | $1,104,383 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-06-30 | $352,205 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-06-30 | $352,205 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-06-30 | $-276,133 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-06-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-06-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-06-30 | No |
Contributions received in cash from employer | 2019-06-30 | $775,469 |
Employer contributions (assets) at end of year | 2019-06-30 | $775,469 |
Employer contributions (assets) at beginning of year | 2019-06-30 | $935,709 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-06-30 | $439,847 |
Contract administrator fees | 2019-06-30 | $40,769 |
Did the plan have assets held for investment | 2019-06-30 | 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 | 2019-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-06-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-06-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-06-30 | Disclaimer |
Accountancy firm name | 2019-06-30 | HEINOLD BANWART, LTD |
Accountancy firm EIN | 2019-06-30 | 371196235 |
2018 : YOUNT, HYDE & BARBOUR, P.C. 401(K) & PROFIT SHARING PLAN 2018 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2018-06-30 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-06-30 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-06-30 | $0 |
Total income from all sources (including contributions) | 2018-06-30 | $4,483,676 |
Total loss/gain on sale of assets | 2018-06-30 | $0 |
Total of all expenses incurred | 2018-06-30 | $1,556,500 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-06-30 | $1,470,308 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-06-30 | $1,932,143 |
Value of total assets at end of year | 2018-06-30 | $27,667,524 |
Value of total assets at beginning of year | 2018-06-30 | $24,740,348 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-06-30 | $86,192 |
Total interest from all sources | 2018-06-30 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-06-30 | $1,347,488 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-06-30 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-06-30 | $1,347,488 |
Was this plan covered by a fidelity bond | 2018-06-30 | Yes |
Value of fidelity bond cover | 2018-06-30 | $500,000 |
If this is an individual account plan, was there a blackout period | 2018-06-30 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-06-30 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-06-30 | No |
Contributions received from participants | 2018-06-30 | $952,706 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-06-30 | $43,728 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-06-30 | No |
Value of net income/loss | 2018-06-30 | $2,927,176 |
Value of net assets at end of year (total assets less liabilities) | 2018-06-30 | $27,667,524 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-06-30 | $24,740,348 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-06-30 | No |
Investment advisory and management fees | 2018-06-30 | $47,464 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-06-30 | $26,379,610 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-06-30 | $23,255,808 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-06-30 | $352,205 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-06-30 | $609,985 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-06-30 | $609,985 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-06-30 | $1,204,045 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-06-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-06-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-06-30 | No |
Contributions received in cash from employer | 2018-06-30 | $935,709 |
Employer contributions (assets) at end of year | 2018-06-30 | $935,709 |
Employer contributions (assets) at beginning of year | 2018-06-30 | $874,555 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-06-30 | $1,470,308 |
Contract administrator fees | 2018-06-30 | $38,728 |
Did the plan have assets held for investment | 2018-06-30 | 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 | 2018-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-06-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-06-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-06-30 | Disclaimer |
Accountancy firm name | 2018-06-30 | HEINOLD BANWART, LTD |
Accountancy firm EIN | 2018-06-30 | 371196235 |
2017 : YOUNT, HYDE & BARBOUR, P.C. 401(K) & PROFIT SHARING PLAN 2017 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2017-06-30 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-06-30 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-06-30 | $0 |
Total income from all sources (including contributions) | 2017-06-30 | $4,865,412 |
Total loss/gain on sale of assets | 2017-06-30 | $0 |
Total of all expenses incurred | 2017-06-30 | $605,617 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-06-30 | $528,531 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-06-30 | $1,782,731 |
Value of total assets at end of year | 2017-06-30 | $24,740,348 |
Value of total assets at beginning of year | 2017-06-30 | $20,480,553 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-06-30 | $77,086 |
Total interest from all sources | 2017-06-30 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-06-30 | $874,040 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-06-30 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-06-30 | $874,040 |
Was this plan covered by a fidelity bond | 2017-06-30 | Yes |
Value of fidelity bond cover | 2017-06-30 | $500,000 |
If this is an individual account plan, was there a blackout period | 2017-06-30 | No |
Were there any nonexempt tranactions with any party-in-interest | 2017-06-30 | No |
Contributions received from participants | 2017-06-30 | $830,656 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-06-30 | $77,520 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-06-30 | No |
Value of net income/loss | 2017-06-30 | $4,259,795 |
Value of net assets at end of year (total assets less liabilities) | 2017-06-30 | $24,740,348 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-06-30 | $20,480,553 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-06-30 | No |
Investment advisory and management fees | 2017-06-30 | $31,100 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-06-30 | $23,255,808 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-06-30 | $19,040,622 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-06-30 | $609,985 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-06-30 | $586,998 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-06-30 | $586,998 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-06-30 | $2,208,641 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-06-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-06-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-06-30 | No |
Contributions received in cash from employer | 2017-06-30 | $874,555 |
Employer contributions (assets) at end of year | 2017-06-30 | $874,555 |
Employer contributions (assets) at beginning of year | 2017-06-30 | $852,933 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-06-30 | $528,531 |
Contract administrator fees | 2017-06-30 | $45,986 |
Did the plan have assets held for investment | 2017-06-30 | 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 | 2017-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-06-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-06-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-06-30 | Disclaimer |
Accountancy firm name | 2017-06-30 | HEINOLD BANWORT, LTD. |
Accountancy firm EIN | 2017-06-30 | 371196235 |
2016 : YOUNT, HYDE & BARBOUR, P.C. 401(K) & PROFIT SHARING PLAN 2016 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2016-06-30 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-06-30 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-06-30 | $0 |
Total income from all sources (including contributions) | 2016-06-30 | $1,418,318 |
Total loss/gain on sale of assets | 2016-06-30 | $0 |
Total of all expenses incurred | 2016-06-30 | $1,970,874 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-06-30 | $1,901,280 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-06-30 | $1,594,253 |
Value of total assets at end of year | 2016-06-30 | $20,480,553 |
Value of total assets at beginning of year | 2016-06-30 | $21,033,109 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-06-30 | $69,594 |
Total interest from all sources | 2016-06-30 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-06-30 | $841,670 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-06-30 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-06-30 | $841,670 |
Was this plan covered by a fidelity bond | 2016-06-30 | Yes |
Value of fidelity bond cover | 2016-06-30 | $500,000 |
If this is an individual account plan, was there a blackout period | 2016-06-30 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-06-30 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-06-30 | No |
Contributions received from participants | 2016-06-30 | $741,320 |
Total non interest bearing cash at end of year | 2016-06-30 | $0 |
Total non interest bearing cash at beginning of year | 2016-06-30 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-06-30 | No |
Value of net income/loss | 2016-06-30 | $-552,556 |
Value of net assets at end of year (total assets less liabilities) | 2016-06-30 | $20,480,553 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-06-30 | $21,033,109 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-06-30 | No |
Investment advisory and management fees | 2016-06-30 | $36,919 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-06-30 | $19,040,622 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-06-30 | $19,097,512 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-06-30 | $586,998 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-06-30 | $1,122,360 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-06-30 | $1,122,360 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-06-30 | $-1,017,605 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-06-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-06-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-06-30 | No |
Contributions received in cash from employer | 2016-06-30 | $852,933 |
Employer contributions (assets) at end of year | 2016-06-30 | $852,933 |
Employer contributions (assets) at beginning of year | 2016-06-30 | $813,237 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-06-30 | $1,901,280 |
Contract administrator fees | 2016-06-30 | $32,675 |
Did the plan have assets held for investment | 2016-06-30 | 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 | 2016-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-06-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-06-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-06-30 | Disclaimer |
Accountancy firm name | 2016-06-30 | HEINOLD BANWORT, LTD. |
Accountancy firm EIN | 2016-06-30 | 371196235 |
2015 : YOUNT, HYDE & BARBOUR, P.C. 401(K) & PROFIT SHARING PLAN 2015 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2015-06-30 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-06-30 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-06-30 | $0 |
Total income from all sources (including contributions) | 2015-06-30 | $2,051,694 |
Total loss/gain on sale of assets | 2015-06-30 | $0 |
Total of all expenses incurred | 2015-06-30 | $2,896,651 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-06-30 | $2,790,684 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-06-30 | $1,513,923 |
Value of total assets at end of year | 2015-06-30 | $21,033,109 |
Value of total assets at beginning of year | 2015-06-30 | $21,878,066 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-06-30 | $105,967 |
Total interest from all sources | 2015-06-30 | $1,931 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-06-30 | $968,105 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-06-30 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-06-30 | $968,105 |
Was this plan covered by a fidelity bond | 2015-06-30 | Yes |
Value of fidelity bond cover | 2015-06-30 | $500,000 |
If this is an individual account plan, was there a blackout period | 2015-06-30 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-06-30 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-06-30 | No |
Contributions received from participants | 2015-06-30 | $686,884 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-06-30 | $13,802 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-06-30 | No |
Value of net income/loss | 2015-06-30 | $-844,957 |
Value of net assets at end of year (total assets less liabilities) | 2015-06-30 | $21,033,109 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-06-30 | $21,878,066 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-06-30 | No |
Investment advisory and management fees | 2015-06-30 | $67,904 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-06-30 | $19,097,512 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-06-30 | $19,728,067 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-06-30 | $1,122,360 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-06-30 | $1,321,362 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-06-30 | $1,321,362 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2015-06-30 | $1,931 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-06-30 | $-432,265 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-06-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-06-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-06-30 | No |
Contributions received in cash from employer | 2015-06-30 | $813,237 |
Employer contributions (assets) at end of year | 2015-06-30 | $813,237 |
Employer contributions (assets) at beginning of year | 2015-06-30 | $828,637 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-06-30 | $2,790,684 |
Contract administrator fees | 2015-06-30 | $38,063 |
Did the plan have assets held for investment | 2015-06-30 | 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 | 2015-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-06-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-06-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-06-30 | Disclaimer |
Accountancy firm name | 2015-06-30 | HEINOLD BANWORT, LTD |
Accountancy firm EIN | 2015-06-30 | 371196235 |
2014 : YOUNT, HYDE & BARBOUR, P.C. 401(K) & PROFIT SHARING PLAN 2014 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2014-06-30 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-06-30 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-06-30 | $0 |
Total income from all sources (including contributions) | 2014-06-30 | $4,906,784 |
Total loss/gain on sale of assets | 2014-06-30 | $0 |
Total of all expenses incurred | 2014-06-30 | $1,128,078 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-06-30 | $1,032,231 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-06-30 | $1,494,138 |
Value of total assets at end of year | 2014-06-30 | $21,878,066 |
Value of total assets at beginning of year | 2014-06-30 | $18,099,360 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-06-30 | $95,847 |
Total interest from all sources | 2014-06-30 | $274 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-06-30 | $659,165 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-06-30 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-06-30 | $659,165 |
Was this plan covered by a fidelity bond | 2014-06-30 | Yes |
Value of fidelity bond cover | 2014-06-30 | $500,000 |
If this is an individual account plan, was there a blackout period | 2014-06-30 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-06-30 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-06-30 | No |
Contributions received from participants | 2014-06-30 | $665,501 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-06-30 | No |
Value of net income/loss | 2014-06-30 | $3,778,706 |
Value of net assets at end of year (total assets less liabilities) | 2014-06-30 | $21,878,066 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-06-30 | $18,099,360 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-06-30 | No |
Investment advisory and management fees | 2014-06-30 | $61,497 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-06-30 | $19,728,067 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-06-30 | $16,234,981 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-06-30 | $1,321,362 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-06-30 | $1,048,749 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-06-30 | $1,048,749 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2014-06-30 | $274 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-06-30 | $2,753,207 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-06-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-06-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-06-30 | No |
Contributions received in cash from employer | 2014-06-30 | $828,637 |
Employer contributions (assets) at end of year | 2014-06-30 | $828,637 |
Employer contributions (assets) at beginning of year | 2014-06-30 | $815,630 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-06-30 | $1,032,231 |
Contract administrator fees | 2014-06-30 | $34,350 |
Did the plan have assets held for investment | 2014-06-30 | 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 | 2014-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-06-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-06-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-06-30 | Disclaimer |
Accountancy firm name | 2014-06-30 | HEINOLD-BANWORT, LTD |
Accountancy firm EIN | 2014-06-30 | 371196235 |
2013 : YOUNT, HYDE & BARBOUR, P.C. 401(K) & PROFIT SHARING PLAN 2013 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2013-06-30 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-06-30 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-06-30 | $0 |
Total income from all sources (including contributions) | 2013-06-30 | $3,651,829 |
Total loss/gain on sale of assets | 2013-06-30 | $0 |
Total of all expenses incurred | 2013-06-30 | $857,009 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-06-30 | $766,581 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-06-30 | $1,497,201 |
Value of total assets at end of year | 2013-06-30 | $18,099,360 |
Value of total assets at beginning of year | 2013-06-30 | $15,304,540 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-06-30 | $90,428 |
Total interest from all sources | 2013-06-30 | $1,197 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-06-30 | $478,533 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-06-30 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-06-30 | $478,533 |
Was this plan covered by a fidelity bond | 2013-06-30 | Yes |
Value of fidelity bond cover | 2013-06-30 | $500,000 |
If this is an individual account plan, was there a blackout period | 2013-06-30 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-06-30 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-06-30 | No |
Contributions received from participants | 2013-06-30 | $680,460 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-06-30 | $1,111 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-06-30 | No |
Value of net income/loss | 2013-06-30 | $2,794,820 |
Value of net assets at end of year (total assets less liabilities) | 2013-06-30 | $18,099,360 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-06-30 | $15,304,540 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-06-30 | No |
Investment advisory and management fees | 2013-06-30 | $52,879 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-06-30 | $16,234,981 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-06-30 | $13,088,091 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-06-30 | $1,048,749 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-06-30 | $1,603,896 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-06-30 | $1,603,896 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2013-06-30 | $1,197 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-06-30 | $1,674,898 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-06-30 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2013-06-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-06-30 | No |
Contributions received in cash from employer | 2013-06-30 | $815,630 |
Employer contributions (assets) at end of year | 2013-06-30 | $815,630 |
Employer contributions (assets) at beginning of year | 2013-06-30 | $612,553 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-06-30 | $766,581 |
Contract administrator fees | 2013-06-30 | $37,549 |
Did the plan have assets held for investment | 2013-06-30 | 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 | 2013-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-06-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-06-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-06-30 | Disclaimer |
Accountancy firm name | 2013-06-30 | HEINOLD-BANWORT, LTD |
Accountancy firm EIN | 2013-06-30 | 371196235 |
2012 : YOUNT, HYDE & BARBOUR, P.C. 401(K) & PROFIT SHARING PLAN 2012 401k financial data | ||
Total income from all sources (including contributions) | 2012-06-30 | $1,160,066 |
Total of all expenses incurred | 2012-06-30 | $1,604,290 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-06-30 | $1,509,000 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-06-30 | $1,258,373 |
Value of total assets at end of year | 2012-06-30 | $15,304,540 |
Value of total assets at beginning of year | 2012-06-30 | $15,748,764 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-06-30 | $95,290 |
Total interest from all sources | 2012-06-30 | $1,776 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-06-30 | $362,403 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-06-30 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-06-30 | $362,403 |
Administrative expenses professional fees incurred | 2012-06-30 | $6,002 |
Was this plan covered by a fidelity bond | 2012-06-30 | Yes |
Value of fidelity bond cover | 2012-06-30 | $500,000 |
If this is an individual account plan, was there a blackout period | 2012-06-30 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-06-30 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-06-30 | No |
Contributions received from participants | 2012-06-30 | $637,199 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-06-30 | $8,621 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-06-30 | No |
Value of net income/loss | 2012-06-30 | $-444,224 |
Value of net assets at end of year (total assets less liabilities) | 2012-06-30 | $15,304,540 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-06-30 | $15,748,764 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-06-30 | No |
Investment advisory and management fees | 2012-06-30 | $56,069 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-06-30 | $13,088,091 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-06-30 | $13,584,758 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-06-30 | $1,603,896 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-06-30 | $1,525,399 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-06-30 | $1,525,399 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2012-06-30 | $1,776 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-06-30 | $-462,486 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-06-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-06-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-06-30 | No |
Contributions received in cash from employer | 2012-06-30 | $612,553 |
Employer contributions (assets) at end of year | 2012-06-30 | $612,553 |
Employer contributions (assets) at beginning of year | 2012-06-30 | $638,607 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-06-30 | $1,509,000 |
Contract administrator fees | 2012-06-30 | $33,219 |
Did the plan have assets held for investment | 2012-06-30 | 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 | 2012-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-06-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-06-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-06-30 | Disclaimer |
Accountancy firm name | 2012-06-30 | HEINOLD-BANWORT, LTD |
Accountancy firm EIN | 2012-06-30 | 371196235 |
2011 : YOUNT, HYDE & BARBOUR, P.C. 401(K) & PROFIT SHARING PLAN 2011 401k financial data | ||
Total income from all sources (including contributions) | 2011-06-30 | $4,096,886 |
Total of all expenses incurred | 2011-06-30 | $601,758 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-06-30 | $519,589 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-06-30 | $1,348,888 |
Value of total assets at end of year | 2011-06-30 | $15,756,284 |
Value of total assets at beginning of year | 2011-06-30 | $12,261,156 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-06-30 | $82,169 |
Total interest from all sources | 2011-06-30 | $1,498 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-06-30 | $315,487 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-06-30 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-06-30 | $315,487 |
Was this plan covered by a fidelity bond | 2011-06-30 | Yes |
Value of fidelity bond cover | 2011-06-30 | $500,000 |
If this is an individual account plan, was there a blackout period | 2011-06-30 | Yes |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-06-30 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-06-30 | No |
Contributions received from participants | 2011-06-30 | $710,281 |
Participant contributions at beginning of year | 2011-06-30 | $19,369 |
Administrative expenses (other) incurred | 2011-06-30 | $1,200 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-06-30 | No |
Value of net income/loss | 2011-06-30 | $3,495,128 |
Value of net assets at end of year (total assets less liabilities) | 2011-06-30 | $15,756,284 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-06-30 | $12,261,156 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-06-30 | No |
Investment advisory and management fees | 2011-06-30 | $80,969 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-06-30 | $13,592,278 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-06-30 | $10,780,015 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-06-30 | $1,525,399 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-06-30 | $1,110,065 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-06-30 | $1,110,065 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-06-30 | $1,498 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-06-30 | $2,431,013 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-06-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-06-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-06-30 | No |
Contributions received in cash from employer | 2011-06-30 | $638,607 |
Employer contributions (assets) at end of year | 2011-06-30 | $638,607 |
Employer contributions (assets) at beginning of year | 2011-06-30 | $351,707 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-06-30 | $519,589 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2011-06-30 | Yes |
Did the plan have assets held for investment | 2011-06-30 | 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 | 2011-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-06-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-06-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-06-30 | Disclaimer |
Accountancy firm name | 2011-06-30 | HEINOLD-BANWORT, LTD |
Accountancy firm EIN | 2011-06-30 | 371196235 |
2022: YOUNT, HYDE & BARBOUR, P.C. 401(K) & PROFIT SHARING PLAN 2022 form 5500 responses | ||
---|---|---|
2022-07-01 | Type of plan entity | Single employer plan |
2022-07-01 | Submission has been amended | No |
2022-07-01 | This submission is the final filing | No |
2022-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-07-01 | Plan is a collectively bargained plan | No |
2022-07-01 | Plan funding arrangement – Trust | Yes |
2022-07-01 | Plan benefit arrangement - Trust | Yes |
2021: YOUNT, HYDE & BARBOUR, P.C. 401(K) & PROFIT SHARING PLAN 2021 form 5500 responses | ||
2021-07-01 | Type of plan entity | Single employer plan |
2021-07-01 | Submission has been amended | No |
2021-07-01 | This submission is the final filing | No |
2021-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-07-01 | Plan is a collectively bargained plan | No |
2021-07-01 | Plan funding arrangement – Trust | Yes |
2021-07-01 | Plan benefit arrangement - Trust | Yes |
2020: YOUNT, HYDE & BARBOUR, P.C. 401(K) & PROFIT SHARING PLAN 2020 form 5500 responses | ||
2020-07-01 | Type of plan entity | Single employer plan |
2020-07-01 | Submission has been amended | No |
2020-07-01 | This submission is the final filing | No |
2020-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-07-01 | Plan is a collectively bargained plan | No |
2020-07-01 | Plan funding arrangement – Trust | Yes |
2020-07-01 | Plan benefit arrangement - Trust | Yes |
2019: YOUNT, HYDE & BARBOUR, P.C. 401(K) & PROFIT SHARING PLAN 2019 form 5500 responses | ||
2019-07-01 | Type of plan entity | Single employer plan |
2019-07-01 | Submission has been amended | No |
2019-07-01 | This submission is the final filing | No |
2019-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-07-01 | Plan is a collectively bargained plan | No |
2019-07-01 | Plan funding arrangement – Trust | Yes |
2019-07-01 | Plan benefit arrangement - Trust | Yes |
2018: YOUNT, HYDE & BARBOUR, P.C. 401(K) & PROFIT SHARING PLAN 2018 form 5500 responses | ||
2018-07-01 | Type of plan entity | Single employer plan |
2018-07-01 | Submission has been amended | No |
2018-07-01 | This submission is the final filing | No |
2018-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-07-01 | Plan is a collectively bargained plan | No |
2018-07-01 | Plan funding arrangement – Trust | Yes |
2018-07-01 | Plan benefit arrangement - Trust | Yes |
2017: YOUNT, HYDE & BARBOUR, P.C. 401(K) & PROFIT SHARING PLAN 2017 form 5500 responses | ||
2017-07-01 | Type of plan entity | Single employer plan |
2017-07-01 | Submission has been amended | No |
2017-07-01 | This submission is the final filing | No |
2017-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-07-01 | Plan is a collectively bargained plan | No |
2017-07-01 | Plan funding arrangement – Trust | Yes |
2017-07-01 | Plan benefit arrangement - Trust | Yes |
2016: YOUNT, HYDE & BARBOUR, P.C. 401(K) & PROFIT SHARING PLAN 2016 form 5500 responses | ||
2016-07-01 | Type of plan entity | Single employer plan |
2016-07-01 | Submission has been amended | No |
2016-07-01 | This submission is the final filing | No |
2016-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-07-01 | Plan is a collectively bargained plan | No |
2016-07-01 | Plan funding arrangement – Trust | Yes |
2016-07-01 | Plan benefit arrangement - Trust | Yes |
2015: YOUNT, HYDE & BARBOUR, P.C. 401(K) & PROFIT SHARING PLAN 2015 form 5500 responses | ||
2015-07-01 | Type of plan entity | Single employer plan |
2015-07-01 | Submission has been amended | No |
2015-07-01 | This submission is the final filing | No |
2015-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-07-01 | Plan is a collectively bargained plan | No |
2015-07-01 | Plan funding arrangement – Trust | Yes |
2015-07-01 | Plan benefit arrangement - Trust | Yes |
2014: YOUNT, HYDE & BARBOUR, P.C. 401(K) & PROFIT SHARING PLAN 2014 form 5500 responses | ||
2014-07-01 | Type of plan entity | Single employer plan |
2014-07-01 | Submission has been amended | No |
2014-07-01 | This submission is the final filing | No |
2014-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-07-01 | Plan is a collectively bargained plan | No |
2014-07-01 | Plan funding arrangement – Trust | Yes |
2014-07-01 | Plan benefit arrangement - Trust | Yes |
2013: YOUNT, HYDE & BARBOUR, P.C. 401(K) & PROFIT SHARING PLAN 2013 form 5500 responses | ||
2013-07-01 | Type of plan entity | Single employer plan |
2013-07-01 | Submission has been amended | No |
2013-07-01 | This submission is the final filing | No |
2013-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-07-01 | Plan is a collectively bargained plan | No |
2013-07-01 | Plan funding arrangement – Trust | Yes |
2013-07-01 | Plan benefit arrangement - Trust | Yes |
2012: YOUNT, HYDE & BARBOUR, P.C. 401(K) & PROFIT SHARING PLAN 2012 form 5500 responses | ||
2012-07-01 | Type of plan entity | Single employer plan |
2012-07-01 | Submission has been amended | No |
2012-07-01 | This submission is the final filing | No |
2012-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-07-01 | Plan is a collectively bargained plan | No |
2012-07-01 | Plan funding arrangement – Trust | Yes |
2012-07-01 | Plan benefit arrangement - Trust | Yes |
2011: YOUNT, HYDE & BARBOUR, P.C. 401(K) & PROFIT SHARING PLAN 2011 form 5500 responses | ||
2011-07-01 | Type of plan entity | Single employer plan |
2011-07-01 | Submission has been amended | No |
2011-07-01 | This submission is the final filing | No |
2011-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-07-01 | Plan is a collectively bargained plan | No |
2011-07-01 | Plan funding arrangement – Trust | Yes |
2011-07-01 | Plan benefit arrangement - Trust | Yes |
2010: YOUNT, HYDE & BARBOUR, P.C. 401(K) & PROFIT SHARING PLAN 2010 form 5500 responses | ||
2010-07-01 | Type of plan entity | Single employer plan |
2010-07-01 | Submission has been amended | Yes |
2010-07-01 | This submission is the final filing | No |
2010-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-07-01 | Plan is a collectively bargained plan | No |
2010-07-01 | Plan funding arrangement – Trust | Yes |
2010-07-01 | Plan benefit arrangement - Trust | Yes |
2009: YOUNT, HYDE & BARBOUR, P.C. 401(K) & PROFIT SHARING PLAN 2009 form 5500 responses | ||
2009-07-01 | Type of plan entity | Single employer plan |
2009-07-01 | Submission has been amended | Yes |
2009-07-01 | This submission is the final filing | No |
2009-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-07-01 | Plan is a collectively bargained plan | No |
2009-07-01 | Plan funding arrangement – Trust | Yes |
2009-07-01 | Plan benefit arrangement - Trust | Yes |