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HANCOCK, ASKEW & CO., LLP EMPLOYEES' PROFIT SHARING PLAN 401k Plan overview

Plan NameHANCOCK, ASKEW & CO., LLP EMPLOYEES' PROFIT SHARING PLAN
Plan identification number 001

HANCOCK, ASKEW & CO., LLP EMPLOYEES' PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan covering Self-Employed individuals.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

HANCOCK ASKEW & CO LLC has sponsored the creation of one or more 401k plans.

Company Name:HANCOCK ASKEW & CO LLC
Employer identification number (EIN):580662558
NAIC Classification:541211
NAIC Description:Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HANCOCK, ASKEW & CO., LLP EMPLOYEES' PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012023-01-01KRISTI LOWENTHAL
0012022-01-01
0012022-01-01KRISTI LOWENTHAL
0012021-01-01
0012021-01-01KRISTI LOWENTHAL
0012020-01-01
0012019-01-01
0012018-01-01KRISTI LOWENTHAL2019-07-18
0012017-01-01KRISTI LOWENTHAL2018-07-11
0012016-01-01KRISTI LOWENTHAL2017-07-18
0012015-01-01KRISTI LOWENTHAL2016-07-27
0012014-01-01KRISTI LOWENTHAL2015-07-10 KRISTI LOWENTHAL2015-07-10
0012013-01-01KRISTI LOWENTHAL2014-05-08
0012012-01-01KRISTI LOWENTHAL2013-07-22 KRISTI LOWENTHAL2013-07-22
0012011-01-01JENNIFER FARRELL2012-08-23 JENNIFER FARRELL2012-08-23
0012010-01-01ALISHA WRIGHT2011-09-27

Plan Statistics for HANCOCK, ASKEW & CO., LLP EMPLOYEES' PROFIT SHARING PLAN

401k plan membership statisitcs for HANCOCK, ASKEW & CO., LLP EMPLOYEES' PROFIT SHARING PLAN

Measure Date Value
2023: HANCOCK, ASKEW & CO., LLP EMPLOYEES' PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01287
Total number of active participants reported on line 7a of the Form 55002023-01-01255
Number of retired or separated participants receiving benefits2023-01-014
Number of other retired or separated participants entitled to future benefits2023-01-0149
Total of all active and inactive participants2023-01-01308
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-011
Total participants2023-01-01309
Number of participants with account balances2023-01-01303
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-0148
2022: HANCOCK, ASKEW & CO., LLP EMPLOYEES' PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01234
Total number of active participants reported on line 7a of the Form 55002022-01-01237
Number of retired or separated participants receiving benefits2022-01-012
Number of other retired or separated participants entitled to future benefits2022-01-0140
Total of all active and inactive participants2022-01-01279
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-01280
Number of participants with account balances2022-01-01276
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0137
2021: HANCOCK, ASKEW & CO., LLP EMPLOYEES' PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01181
Total number of active participants reported on line 7a of the Form 55002021-01-01193
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0128
Total of all active and inactive participants2021-01-01221
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-01222
Number of participants with account balances2021-01-01218
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0123
2020: HANCOCK, ASKEW & CO., LLP EMPLOYEES' PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01167
Total number of active participants reported on line 7a of the Form 55002020-01-01150
Number of retired or separated participants receiving benefits2020-01-012
Number of other retired or separated participants entitled to future benefits2020-01-0123
Total of all active and inactive participants2020-01-01175
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01175
Number of participants with account balances2020-01-01173
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0116
2019: HANCOCK, ASKEW & CO., LLP EMPLOYEES' PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01135
Total number of active participants reported on line 7a of the Form 55002019-01-01127
Number of retired or separated participants receiving benefits2019-01-013
Number of other retired or separated participants entitled to future benefits2019-01-0122
Total of all active and inactive participants2019-01-01152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01153
Number of participants with account balances2019-01-01145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0112

Financial Data on HANCOCK, ASKEW & CO., LLP EMPLOYEES' PROFIT SHARING PLAN

Measure Date Value
2023 : HANCOCK, ASKEW & CO., LLP EMPLOYEES' PROFIT SHARING PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$6,135,425
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$2,769,915
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$2,750,722
Expenses. Certain deemed distributions of participant loans2023-12-31$13,117
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$3,193,365
Value of total assets at end of year2023-12-31$22,024,642
Value of total assets at beginning of year2023-12-31$18,659,132
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$6,076
Total interest from all sources2023-12-31$4,935
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$1,000,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$1,872,188
Participant contributions at end of year2023-12-31$68,400
Participant contributions at beginning of year2023-12-31$105,882
Participant contributions at end of year2023-12-31$4,394
Participant contributions at beginning of year2023-12-31$7,500
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$218,030
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$3,365,510
Value of net assets at end of year (total assets less liabilities)2023-12-31$22,024,642
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$18,659,132
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Value of interest in pooled separate accounts at end of year2023-12-31$18,792,213
Value of interest in pooled separate accounts at beginning of year2023-12-31$14,583,918
Interest on participant loans2023-12-31$4,935
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-12-31$2,437,930
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$3,270,946
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$2,937,125
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$1,103,147
Employer contributions (assets) at end of year2023-12-31$721,705
Employer contributions (assets) at beginning of year2023-12-31$690,886
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$2,750,722
Contract administrator fees2023-12-31$6,076
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31BLACK & PINCKARD LLC
Accountancy firm EIN2023-12-31260079381
Total unrealized appreciation/depreciation of assets2023-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$0
Total income from all sources (including contributions)2023-01-01$6,135,425
Total loss/gain on sale of assets2023-01-01$0
Total of all expenses incurred2023-01-01$2,769,915
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-01-01$2,750,722
Expenses. Certain deemed distributions of participant loans2023-01-01$13,117
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-01-01$3,193,365
Value of total assets at end of year2023-01-01$22,024,642
Value of total assets at beginning of year2023-01-01$18,659,132
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-01-01$6,076
Total interest from all sources2023-01-01$4,935
Total dividends received (eg from common stock, registered investment company shares)2023-01-01$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-01-01No
Was this plan covered by a fidelity bond2023-01-01Yes
Value of fidelity bond cover2023-01-01$1,000,000
If this is an individual account plan, was there a blackout period2023-01-01No
Were there any nonexempt tranactions with any party-in-interest2023-01-01No
Contributions received from participants2023-01-01$1,872,188
Participant contributions at end of year2023-01-01$68,400
Participant contributions at beginning of year2023-01-01$105,882
Participant contributions at end of year2023-01-01$4,394
Participant contributions at beginning of year2023-01-01$7,500
Income. Received or receivable in cash from other sources (including rollovers)2023-01-01$218,030
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Value of net income/loss2023-01-01$3,365,510
Value of net assets at end of year (total assets less liabilities)2023-01-01$22,024,642
Value of net assets at beginning of year (total assets less liabilities)2023-01-01$18,659,132
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2023-01-01No
Were any leases to which the plan was party in default or uncollectible2023-01-01No
Value of interest in pooled separate accounts at end of year2023-01-01$18,792,213
Value of interest in pooled separate accounts at beginning of year2023-01-01$14,583,918
Interest on participant loans2023-01-01$4,935
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-01-01$2,437,930
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-01-01$3,270,946
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-01-01$2,937,125
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-01-01No
Was there a failure to transmit to the plan any participant contributions2023-01-01No
Has the plan failed to provide any benefit when due under the plan2023-01-01No
Contributions received in cash from employer2023-01-01$1,103,147
Employer contributions (assets) at end of year2023-01-01$721,705
Employer contributions (assets) at beginning of year2023-01-01$690,886
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-01-01$2,750,722
Contract administrator fees2023-01-01$6,076
Did the plan have assets held for investment2023-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-01-01No
Opinion of an independent qualified public accountant for this plan2023-01-011
Accountancy firm name2023-01-01BLACK & PINCKARD LLC
Accountancy firm EIN2023-01-01260079381
2022 : HANCOCK, ASKEW & CO., LLP EMPLOYEES' PROFIT SHARING PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-385,650
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$607,373
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$605,479
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,632,184
Value of total assets at end of year2022-12-31$18,659,132
Value of total assets at beginning of year2022-12-31$19,652,155
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$1,894
Total interest from all sources2022-12-31$96,002
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,544,394
Participant contributions at end of year2022-12-31$105,882
Participant contributions at beginning of year2022-12-31$86,548
Participant contributions at end of year2022-12-31$7,500
Participant contributions at beginning of year2022-12-31$8,000
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$82,315
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-993,023
Value of net assets at end of year (total assets less liabilities)2022-12-31$18,659,132
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$19,652,155
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in pooled separate accounts at end of year2022-12-31$14,583,918
Value of interest in pooled separate accounts at beginning of year2022-12-31$15,945,895
Interest on participant loans2022-12-31$4,103
Interest earned on other investments2022-12-31$91,899
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$3,270,946
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$2,985,326
Net investment gain/loss from pooled separate accounts2022-12-31$-3,113,836
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$1,005,475
Employer contributions (assets) at end of year2022-12-31$690,886
Employer contributions (assets) at beginning of year2022-12-31$626,386
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$605,479
Contract administrator fees2022-12-31$1,894
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31BLACK & PINCKARD LLC
Accountancy firm EIN2022-12-31260079381
Total unrealized appreciation/depreciation of assets2022-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$0
Total income from all sources (including contributions)2022-01-01$-385,650
Total loss/gain on sale of assets2022-01-01$0
Total of all expenses incurred2022-01-01$607,373
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-01-01$605,479
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-01-01$2,632,184
Value of total assets at end of year2022-01-01$18,659,132
Value of total assets at beginning of year2022-01-01$19,652,155
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-01-01$1,894
Total interest from all sources2022-01-01$96,002
Total dividends received (eg from common stock, registered investment company shares)2022-01-01$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-01-01No
Was this plan covered by a fidelity bond2022-01-01Yes
Value of fidelity bond cover2022-01-01$1,000,000
If this is an individual account plan, was there a blackout period2022-01-01No
Were there any nonexempt tranactions with any party-in-interest2022-01-01No
Contributions received from participants2022-01-01$1,544,394
Participant contributions at end of year2022-01-01$105,882
Participant contributions at beginning of year2022-01-01$86,548
Participant contributions at end of year2022-01-01$7,500
Participant contributions at beginning of year2022-01-01$8,000
Income. Received or receivable in cash from other sources (including rollovers)2022-01-01$82,315
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-01-01$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Value of net income/loss2022-01-01$-993,023
Value of net assets at end of year (total assets less liabilities)2022-01-01$18,659,132
Value of net assets at beginning of year (total assets less liabilities)2022-01-01$19,652,155
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2022-01-01No
Were any leases to which the plan was party in default or uncollectible2022-01-01No
Value of interest in pooled separate accounts at end of year2022-01-01$14,583,918
Value of interest in pooled separate accounts at beginning of year2022-01-01$15,945,895
Interest on participant loans2022-01-01$4,103
Interest earned on other investments2022-01-01$91,899
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-01-01$3,270,946
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-01-01$2,985,326
Net investment gain/loss from pooled separate accounts2022-01-01$-3,113,836
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-01-01No
Was there a failure to transmit to the plan any participant contributions2022-01-01No
Has the plan failed to provide any benefit when due under the plan2022-01-01No
Contributions received in cash from employer2022-01-01$1,005,475
Employer contributions (assets) at end of year2022-01-01$690,886
Employer contributions (assets) at beginning of year2022-01-01$626,386
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-01-01$605,479
Contract administrator fees2022-01-01$1,894
Did the plan have assets held for investment2022-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-01-01No
Opinion of an independent qualified public accountant for this plan2022-01-011
Accountancy firm name2022-01-01BLACK & PINCKARD LLC
Accountancy firm EIN2022-01-01260079381
2021 : HANCOCK, ASKEW & CO., LLP EMPLOYEES' PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$17
Total income from all sources (including contributions)2021-12-31$4,592,494
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$262,936
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$260,920
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,246,579
Value of total assets at end of year2021-12-31$19,652,155
Value of total assets at beginning of year2021-12-31$15,322,614
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$2,016
Total interest from all sources2021-12-31$84,880
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,218,487
Participant contributions at end of year2021-12-31$86,548
Participant contributions at beginning of year2021-12-31$28,515
Participant contributions at end of year2021-12-31$8,000
Participant contributions at beginning of year2021-12-31$49,921
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$190,129
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$17
Other income not declared elsewhere2021-12-31$2
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$4,329,558
Value of net assets at end of year (total assets less liabilities)2021-12-31$19,652,155
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$15,322,597
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in pooled separate accounts at end of year2021-12-31$15,945,895
Value of interest in pooled separate accounts at beginning of year2021-12-31$12,253,115
Interest on participant loans2021-12-31$2,257
Interest earned on other investments2021-12-31$82,623
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$2,985,326
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$2,478,938
Net investment gain/loss from pooled separate accounts2021-12-31$2,261,033
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$837,963
Employer contributions (assets) at end of year2021-12-31$626,386
Employer contributions (assets) at beginning of year2021-12-31$512,125
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$260,920
Contract administrator fees2021-12-31$2,016
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31BLACK & PINCKARD LLC
Accountancy firm EIN2021-12-31260079381
2020 : HANCOCK, ASKEW & CO., LLP EMPLOYEES' PROFIT SHARING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$17
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$14
Total income from all sources (including contributions)2020-12-31$3,138,205
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,124,824
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,122,855
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,706,151
Value of total assets at end of year2020-12-31$15,322,614
Value of total assets at beginning of year2020-12-31$13,309,230
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$1,969
Total interest from all sources2020-12-31$2,662
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$997,919
Participant contributions at end of year2020-12-31$28,515
Participant contributions at beginning of year2020-12-31$48,179
Participant contributions at end of year2020-12-31$49,921
Participant contributions at beginning of year2020-12-31$22,842
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$34,886
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$806
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$17
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$14
Other income not declared elsewhere2020-12-31$77,065
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$2,013,381
Value of net assets at end of year (total assets less liabilities)2020-12-31$15,322,597
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$13,309,216
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in pooled separate accounts at end of year2020-12-31$12,253,115
Value of interest in pooled separate accounts at beginning of year2020-12-31$10,782,982
Interest on participant loans2020-12-31$2,662
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$2,478,938
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$2,059,032
Net investment gain/loss from pooled separate accounts2020-12-31$1,352,327
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$673,346
Employer contributions (assets) at end of year2020-12-31$512,125
Employer contributions (assets) at beginning of year2020-12-31$395,389
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,122,855
Contract administrator fees2020-12-31$1,969
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31BLACK & PINCKARD, LLC
Accountancy firm EIN2020-12-31260079381
2019 : HANCOCK, ASKEW & CO., LLP EMPLOYEES' PROFIT SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$14
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$3,802,521
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$192,560
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$191,058
Value of total corrective distributions2019-12-31$92
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,656,158
Value of total assets at end of year2019-12-31$13,309,230
Value of total assets at beginning of year2019-12-31$9,699,255
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$1,410
Total interest from all sources2019-12-31$2,518
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$771,234
Participant contributions at end of year2019-12-31$48,179
Participant contributions at beginning of year2019-12-31$26,531
Participant contributions at end of year2019-12-31$22,842
Participant contributions at beginning of year2019-12-31$33,306
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$390,401
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$806
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$502
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$14
Other income not declared elsewhere2019-12-31$37,486
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$3,609,961
Value of net assets at end of year (total assets less liabilities)2019-12-31$13,309,216
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$9,699,255
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in pooled separate accounts at end of year2019-12-31$10,782,982
Value of interest in pooled separate accounts at beginning of year2019-12-31$8,088,840
Interest on participant loans2019-12-31$2,518
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$2,059,032
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,127,939
Net investment gain/loss from pooled separate accounts2019-12-31$2,106,359
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$494,523
Employer contributions (assets) at end of year2019-12-31$395,389
Employer contributions (assets) at beginning of year2019-12-31$422,137
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$191,058
Contract administrator fees2019-12-31$1,410
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BLACK & PINCKARD, LLC
Accountancy firm EIN2019-12-31260079381

Form 5500 Responses for HANCOCK, ASKEW & CO., LLP EMPLOYEES' PROFIT SHARING PLAN

2023: HANCOCK, ASKEW & CO., LLP EMPLOYEES' PROFIT SHARING PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: HANCOCK, ASKEW & CO., LLP EMPLOYEES' PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedYes
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: HANCOCK, ASKEW & CO., LLP EMPLOYEES' PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: HANCOCK, ASKEW & CO., LLP EMPLOYEES' PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: HANCOCK, ASKEW & CO., LLP EMPLOYEES' PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberRM 83825-1
Policy instance 1
Insurance contract or identification numberRM 83825-1
Number of Individuals Covered303
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $49,946
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberRM 83825-1
Policy instance 1
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberRM 83825-1
Policy instance 1
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberRM 83825-1
Policy instance 1
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberRM 83825-1
Policy instance 1

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