401k Plan data: COSTELLO HILL & COMPANY EMPLOYEES 401K PROFIT SHARING PLAN AND TRUST plan

COSTELLO HILL & COMPANY EMPLOYEES 401K PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan Name	COSTELLO HILL & COMPANY EMPLOYEES 401K PROFIT SHARING PLAN AND TRUST
Plan identification number	001

COSTELLO HILL & COMPANY EMPLOYEES 401K PROFIT SHARING PLAN AND 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.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Participant-directed brokerage accounts provided as an investment option under the plan.

401k Sponsoring company profile

COSTELLO HILL & COMPANY LLP has sponsored the creation of one or more 401k plans.

Company Name: COSTELLO HILL & COMPANY LLP

Employer identification number (EIN): 560572048

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan COSTELLO HILL & COMPANY EMPLOYEES 401K PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 W. GREGORY ASHLEY 2023-06-28
001 2021-01-01 GREGORY ASHLEY 2022-06-17
001 2020-01-01 GREGORY ASHLEY 2021-07-19 GREGORY ASHLEY 2021-07-19
001 2018-01-01 GREGORY ASHLEY 2019-07-02 GREGORY ASHLEY 2019-07-02
001 2017-01-01 GREGORY ASHLEY 2018-06-15 GREGORY ASHLEY 2018-06-15
001 2016-01-01 GREGORY ASHLEY GREGORY ASHLEY 2017-06-29
001 2015-01-01 GREGORY ASHLEY GREGORY ASHLEY 2016-06-28
001 2014-01-01 GREGORY ASHLEY GREGORY ASHLEY 2015-06-04
001 2013-01-01 GREGORY ASHLEY GREGORY ASHLEY 2014-06-25
001 2012-01-01 GREGORY ASHLEY GREGORY ASHLEY 2013-06-15
001 2011-01-01 GREGORY ASHLEY GREGORY ASHLEY 2012-06-30
001 2009-01-01 W. GREGORY ASHLEY W. GREGORY ASHLEY 2010-07-22
001 2009-01-01 GREGORY ASHLEY GREGORY ASHLEY 2010-08-02

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01	W. GREGORY ASHLEY	2023-06-28
001	2021-01-01	GREGORY ASHLEY	2022-06-17
001	2020-01-01	GREGORY ASHLEY	2021-07-19	GREGORY ASHLEY	2021-07-19
001	2018-01-01	GREGORY ASHLEY	2019-07-02	GREGORY ASHLEY	2019-07-02
001	2017-01-01	GREGORY ASHLEY	2018-06-15	GREGORY ASHLEY	2018-06-15
001	2016-01-01	GREGORY ASHLEY		GREGORY ASHLEY	2017-06-29
001	2015-01-01	GREGORY ASHLEY		GREGORY ASHLEY	2016-06-28
001	2014-01-01	GREGORY ASHLEY		GREGORY ASHLEY	2015-06-04
001	2013-01-01	GREGORY ASHLEY		GREGORY ASHLEY	2014-06-25
001	2012-01-01	GREGORY ASHLEY		GREGORY ASHLEY	2013-06-15
001	2011-01-01	GREGORY ASHLEY		GREGORY ASHLEY	2012-06-30
001	2009-01-01	W. GREGORY ASHLEY		W. GREGORY ASHLEY	2010-07-22
001	2009-01-01	GREGORY ASHLEY		GREGORY ASHLEY	2010-08-02

Plan Statistics for COSTELLO HILL & COMPANY EMPLOYEES 401K PROFIT SHARING PLAN AND TRUST

401k plan membership statisitcs for COSTELLO HILL & COMPANY EMPLOYEES 401K PROFIT SHARING PLAN AND TRUST

Measure Date Value
2016: COSTELLO HILL & COMPANY EMPLOYEES 401K PROFIT SHARING PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year 2016-01-01 14
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 12
Number of retired or separated participants receiving benefits 2016-01-01 1
Number of other retired or separated participants entitled to future benefits 2016-01-01 1
Total of all active and inactive participants 2016-01-01 14
Total participants 2016-01-01 14
Number of participants with account balances 2016-01-01 13
2015: COSTELLO HILL & COMPANY EMPLOYEES 401K PROFIT SHARING PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year 2015-01-01 14
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 12
Number of retired or separated participants receiving benefits 2015-01-01 2
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 14
Total participants 2015-01-01 14
Number of participants with account balances 2015-01-01 14
2014: COSTELLO HILL & COMPANY EMPLOYEES 401K PROFIT SHARING PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year 2014-01-01 14
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 11
Number of retired or separated participants receiving benefits 2014-01-01 2
Number of other retired or separated participants entitled to future benefits 2014-01-01 1
Total of all active and inactive participants 2014-01-01 14
Total participants 2014-01-01 14
Number of participants with account balances 2014-01-01 14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: COSTELLO HILL & COMPANY EMPLOYEES 401K PROFIT SHARING PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year 2013-01-01 14
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 12
Number of retired or separated participants receiving benefits 2013-01-01 1
Total of all active and inactive participants 2013-01-01 13
Total participants 2013-01-01 13
Number of participants with account balances 2013-01-01 14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 1
2012: COSTELLO HILL & COMPANY EMPLOYEES 401K PROFIT SHARING PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year 2012-01-01 14
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 13
Number of retired or separated participants receiving benefits 2012-01-01 1
Total of all active and inactive participants 2012-01-01 14
Total participants 2012-01-01 14
Number of participants with account balances 2012-01-01 15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: COSTELLO HILL & COMPANY EMPLOYEES 401K PROFIT SHARING PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year 2011-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 13
Number of retired or separated participants receiving benefits 2011-01-01 1
Total of all active and inactive participants 2011-01-01 14
Total participants 2011-01-01 14
Number of participants with account balances 2011-01-01 14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 1
2009: COSTELLO HILL & COMPANY EMPLOYEES 401K PROFIT SHARING PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year 2009-01-01 16
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 13
Number of retired or separated participants receiving benefits 2009-01-01 1
Total of all active and inactive participants 2009-01-01 14
Total participants 2009-01-01 14
Number of participants with account balances 2009-01-01 14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 1

Measure	Date	Value
2016: COSTELLO HILL & COMPANY EMPLOYEES 401K PROFIT SHARING PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year	2016-01-01	14
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	12
Number of retired or separated participants receiving benefits	2016-01-01	1
Number of other retired or separated participants entitled to future benefits	2016-01-01	1
Total of all active and inactive participants	2016-01-01	14
Total participants	2016-01-01	14
Number of participants with account balances	2016-01-01	13
2015: COSTELLO HILL & COMPANY EMPLOYEES 401K PROFIT SHARING PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year	2015-01-01	14
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	12
Number of retired or separated participants receiving benefits	2015-01-01	2
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	14
Total participants	2015-01-01	14
Number of participants with account balances	2015-01-01	14
2014: COSTELLO HILL & COMPANY EMPLOYEES 401K PROFIT SHARING PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year	2014-01-01	14
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	11
Number of retired or separated participants receiving benefits	2014-01-01	2
Number of other retired or separated participants entitled to future benefits	2014-01-01	1
Total of all active and inactive participants	2014-01-01	14
Total participants	2014-01-01	14
Number of participants with account balances	2014-01-01	14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: COSTELLO HILL & COMPANY EMPLOYEES 401K PROFIT SHARING PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year	2013-01-01	14
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	12
Number of retired or separated participants receiving benefits	2013-01-01	1
Total of all active and inactive participants	2013-01-01	13
Total participants	2013-01-01	13
Number of participants with account balances	2013-01-01	14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	1
2012: COSTELLO HILL & COMPANY EMPLOYEES 401K PROFIT SHARING PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year	2012-01-01	14
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	13
Number of retired or separated participants receiving benefits	2012-01-01	1
Total of all active and inactive participants	2012-01-01	14
Total participants	2012-01-01	14
Number of participants with account balances	2012-01-01	15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: COSTELLO HILL & COMPANY EMPLOYEES 401K PROFIT SHARING PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year	2011-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	13
Number of retired or separated participants receiving benefits	2011-01-01	1
Total of all active and inactive participants	2011-01-01	14
Total participants	2011-01-01	14
Number of participants with account balances	2011-01-01	14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	1
2009: COSTELLO HILL & COMPANY EMPLOYEES 401K PROFIT SHARING PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year	2009-01-01	16
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	13
Number of retired or separated participants receiving benefits	2009-01-01	1
Total of all active and inactive participants	2009-01-01	14
Total participants	2009-01-01	14
Number of participants with account balances	2009-01-01	14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	1

Financial Data on COSTELLO HILL & COMPANY EMPLOYEES 401K PROFIT SHARING PLAN AND TRUST

Measure	Date	Value
2016 : COSTELLO HILL & COMPANY EMPLOYEES 401K PROFIT SHARING PLAN AND TRUST 2016 401k financial data
Total income from all sources	2016-12-31	$442,945
Expenses. Total of all expenses incurred	2016-12-31	$303,711
Benefits paid (including direct rollovers)	2016-12-31	$303,041
Total plan assets at end of year	2016-12-31	$4,027,626
Total plan assets at beginning of year	2016-12-31	$3,888,392
Value of fidelity bond covering the plan	2016-12-31	$250,000
Total contributions received or receivable from participants	2016-12-31	$95,764
Other income received	2016-12-31	$282,517
Net income (gross income less expenses)	2016-12-31	$139,234
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$4,027,626
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$3,888,392
Total contributions received or receivable from employer(s)	2016-12-31	$64,664
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$670
2015 : COSTELLO HILL & COMPANY EMPLOYEES 401K PROFIT SHARING PLAN AND TRUST 2015 401k financial data
Total plan liabilities at beginning of year	2015-12-31	$856
Total income from all sources	2015-12-31	$161,733
Expenses. Total of all expenses incurred	2015-12-31	$102,200
Benefits paid (including direct rollovers)	2015-12-31	$101,500
Total plan assets at end of year	2015-12-31	$3,888,391
Total plan assets at beginning of year	2015-12-31	$3,829,714
Value of fidelity bond covering the plan	2015-12-31	$250,000
Total contributions received or receivable from participants	2015-12-31	$102,121
Other income received	2015-12-31	$-3,677
Net income (gross income less expenses)	2015-12-31	$59,533
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$3,888,391
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$3,828,858
Total contributions received or receivable from employer(s)	2015-12-31	$63,289
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$700
2014 : COSTELLO HILL & COMPANY EMPLOYEES 401K PROFIT SHARING PLAN AND TRUST 2014 401k financial data
Total plan liabilities at end of year	2014-12-31	$856
Total income from all sources	2014-12-31	$519,902
Expenses. Total of all expenses incurred	2014-12-31	$110,504
Benefits paid (including direct rollovers)	2014-12-31	$109,800
Total plan assets at end of year	2014-12-31	$3,829,714
Total plan assets at beginning of year	2014-12-31	$3,419,460
Value of fidelity bond covering the plan	2014-12-31	$250,000
Total contributions received or receivable from participants	2014-12-31	$97,010
Other income received	2014-12-31	$362,189
Net income (gross income less expenses)	2014-12-31	$409,398
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$3,828,858
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$3,419,460
Total contributions received or receivable from employer(s)	2014-12-31	$60,703
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$704
2013 : COSTELLO HILL & COMPANY EMPLOYEES 401K PROFIT SHARING PLAN AND TRUST 2013 401k financial data
Total plan liabilities at beginning of year	2013-12-31	$1,944
Total income from all sources	2013-12-31	$920,003
Expenses. Total of all expenses incurred	2013-12-31	$158,079
Benefits paid (including direct rollovers)	2013-12-31	$157,266
Total plan assets at end of year	2013-12-31	$3,419,460
Total plan assets at beginning of year	2013-12-31	$2,659,480
Value of fidelity bond covering the plan	2013-12-31	$250,000
Total contributions received or receivable from participants	2013-12-31	$146,491
Other income received	2013-12-31	$717,685
Net income (gross income less expenses)	2013-12-31	$761,924
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$3,419,460
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$2,657,536
Total contributions received or receivable from employer(s)	2013-12-31	$55,827
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$813
2012 : COSTELLO HILL & COMPANY EMPLOYEES 401K PROFIT SHARING PLAN AND TRUST 2012 401k financial data
Total plan liabilities at end of year	2012-12-31	$1,944
Total income from all sources	2012-12-31	$461,600
Expenses. Total of all expenses incurred	2012-12-31	$100,361
Benefits paid (including direct rollovers)	2012-12-31	$99,643
Total plan assets at end of year	2012-12-31	$2,659,480
Total plan assets at beginning of year	2012-12-31	$2,296,297
Value of fidelity bond covering the plan	2012-12-31	$250,000
Total contributions received or receivable from participants	2012-12-31	$60,438
Other income received	2012-12-31	$312,134
Net income (gross income less expenses)	2012-12-31	$361,239
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$2,657,536
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$2,296,297
Total contributions received or receivable from employer(s)	2012-12-31	$89,028
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$718
2011 : COSTELLO HILL & COMPANY EMPLOYEES 401K PROFIT SHARING PLAN AND TRUST 2011 401k financial data
Total plan liabilities at beginning of year	2011-12-31	$2,256
Total income from all sources	2011-12-31	$150,770
Expenses. Total of all expenses incurred	2011-12-31	$47,255
Benefits paid (including direct rollovers)	2011-12-31	$46,605
Total plan assets at end of year	2011-12-31	$2,296,297
Total plan assets at beginning of year	2011-12-31	$2,195,038
Value of fidelity bond covering the plan	2011-12-31	$250,000
Total contributions received or receivable from participants	2011-12-31	$92,433
Other income received	2011-12-31	$-1,138
Net income (gross income less expenses)	2011-12-31	$103,515
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$2,296,297
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$2,192,782
Total contributions received or receivable from employer(s)	2011-12-31	$59,475
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$650
2010 : COSTELLO HILL & COMPANY EMPLOYEES 401K PROFIT SHARING PLAN AND TRUST 2010 401k financial data
Total plan liabilities at end of year	2010-12-31	$2,256
Total income from all sources	2010-12-31	$412,043
Expenses. Total of all expenses incurred	2010-12-31	$52,284
Benefits paid (including direct rollovers)	2010-12-31	$52,284
Total plan assets at end of year	2010-12-31	$2,195,038
Total plan assets at beginning of year	2010-12-31	$1,833,023
Value of fidelity bond covering the plan	2010-12-31	$100,000
Total contributions received or receivable from participants	2010-12-31	$120,015
Other income received	2010-12-31	$231,125
Net income (gross income less expenses)	2010-12-31	$359,759
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$2,192,782
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,833,023
Total contributions received or receivable from employer(s)	2010-12-31	$60,903

Form 5500 Responses for COSTELLO HILL & COMPANY EMPLOYEES 401K PROFIT SHARING PLAN AND TRUST

2016: COSTELLO HILL & COMPANY EMPLOYEES 401K PROFIT SHARING PLAN AND 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: COSTELLO HILL & COMPANY EMPLOYEES 401K PROFIT SHARING PLAN AND 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: COSTELLO HILL & COMPANY EMPLOYEES 401K PROFIT SHARING PLAN AND 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: COSTELLO HILL & COMPANY EMPLOYEES 401K PROFIT SHARING PLAN AND 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: COSTELLO HILL & COMPANY EMPLOYEES 401K PROFIT SHARING PLAN AND TRUST 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: COSTELLO HILL & COMPANY EMPLOYEES 401K PROFIT SHARING PLAN AND TRUST 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: COSTELLO HILL & COMPANY EMPLOYEES 401K PROFIT SHARING PLAN AND TRUST 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	This submission is the final filing	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	COSTELLO HILL & COMPANY LLP
Employer identification number (EIN):	560572048
NAIC Classification:	541211
NAIC Description:	Offices of Certified Public Accountants