401k Plan data: HLB/GROSS COLLINS, P.C. PROFIT SHARING PLAN plan

HLB/GROSS COLLINS, P.C. PROFIT SHARING PLAN 401k Plan overview

Plan Name	HLB/GROSS COLLINS, P.C. PROFIT SHARING PLAN
Plan identification number	001

HLB/GROSS COLLINS, P.C. PROFIT SHARING PLAN Benefits

401k Plan Type

Defined 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
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.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
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

HLB/GROSS COLLINS, P.C. has sponsored the creation of one or more 401k plans.

Company Name: HLB/GROSS COLLINS, P.C.

Employer identification number (EIN): 581367012

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HLB/GROSS COLLINS, P.C. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 KENNETH ACREE 2023-09-19 KENNETH ACREE 2023-09-19
001 2022-01-01 KENNETH ACREE 2023-10-13 KENNETH ACREE 2023-10-13
001 2021-01-01 KENNETH ACREE 2022-09-29 KENNETH ACREE 2022-09-29
001 2020-01-01 KENNETH ACREE 2021-09-21 KENNETH ACREE 2021-09-21
001 2019-01-01 KENNETH LARRY ACREE 2020-10-02 KENNETH LARRY ACREE 2020-10-02
001 2018-01-01 KENNETH ACREE 2019-09-27 KENNETH ACREE 2019-09-27
001 2017-01-01 KENNETH ACREE KENNETH ACREE 2018-10-10
001 2016-01-01 KENNETH ACREE KENNETH ACREE 2017-10-10
001 2015-01-01 KENNETH ACREE KENNETH ACREE 2016-06-21
001 2014-01-01 KENNETH ACREE KENNETH ACREE 2015-09-01
001 2013-01-01 KENNETH L. ACREE KENNETH L. ACREE 2014-07-02
001 2012-01-01 KENNETH ACREE KENNETH ACREE 2013-09-19
001 2011-01-01 KENNETH ACREE KENNETH ACREE 2012-07-19
001 2009-01-01 ELIZABETH SALVATI ELIZABETH SALVATI 2010-09-13

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01	KENNETH ACREE	2023-09-19	KENNETH ACREE	2023-09-19
001	2022-01-01	KENNETH ACREE	2023-10-13	KENNETH ACREE	2023-10-13
001	2021-01-01	KENNETH ACREE	2022-09-29	KENNETH ACREE	2022-09-29
001	2020-01-01	KENNETH ACREE	2021-09-21	KENNETH ACREE	2021-09-21
001	2019-01-01	KENNETH LARRY ACREE	2020-10-02	KENNETH LARRY ACREE	2020-10-02
001	2018-01-01	KENNETH ACREE	2019-09-27	KENNETH ACREE	2019-09-27
001	2017-01-01	KENNETH ACREE		KENNETH ACREE	2018-10-10
001	2016-01-01	KENNETH ACREE		KENNETH ACREE	2017-10-10
001	2015-01-01	KENNETH ACREE		KENNETH ACREE	2016-06-21
001	2014-01-01	KENNETH ACREE		KENNETH ACREE	2015-09-01
001	2013-01-01	KENNETH L. ACREE		KENNETH L. ACREE	2014-07-02
001	2012-01-01	KENNETH ACREE		KENNETH ACREE	2013-09-19
001	2011-01-01	KENNETH ACREE		KENNETH ACREE	2012-07-19
001	2009-01-01	ELIZABETH SALVATI		ELIZABETH SALVATI	2010-09-13

Plan Statistics for HLB/GROSS COLLINS, P.C. PROFIT SHARING PLAN

401k plan membership statisitcs for HLB/GROSS COLLINS, P.C. PROFIT SHARING PLAN

Measure Date Value
2017: HLB/GROSS COLLINS, P.C. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 72
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 46
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 25
Total of all active and inactive participants 2017-01-01 71
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 71
Number of participants with account balances 2017-01-01 71
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: HLB/GROSS COLLINS, P.C. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 69
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 41
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 23
Total of all active and inactive participants 2016-01-01 64
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 64
Number of participants with account balances 2016-01-01 64
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 2
2015: HLB/GROSS COLLINS, P.C. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 75
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 40
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 23
Total of all active and inactive participants 2015-01-01 63
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 63
Number of participants with account balances 2015-01-01 62
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 2
2014: HLB/GROSS COLLINS, P.C. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 73
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 40
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 25
Total of all active and inactive participants 2014-01-01 65
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 65
Number of participants with account balances 2014-01-01 65
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 2
2013: HLB/GROSS COLLINS, P.C. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 71
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 40
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 25
Total of all active and inactive participants 2013-01-01 65
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 65
Number of participants with account balances 2013-01-01 65
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 2
2012: HLB/GROSS COLLINS, P.C. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 80
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 44
Number of other retired or separated participants entitled to future benefits 2012-01-01 24
Total of all active and inactive participants 2012-01-01 68
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 68
Number of participants with account balances 2012-01-01 67
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 3
2011: HLB/GROSS COLLINS, P.C. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 77
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 49
Number of other retired or separated participants entitled to future benefits 2011-01-01 25
Total of all active and inactive participants 2011-01-01 74
Total participants 2011-01-01 74
Number of participants with account balances 2011-01-01 72
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 1
2009: HLB/GROSS COLLINS, P.C. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 56
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 47
Number of other retired or separated participants entitled to future benefits 2009-01-01 21
Total of all active and inactive participants 2009-01-01 68
Total participants 2009-01-01 68
Number of participants with account balances 2009-01-01 68
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 1

Measure	Date	Value
2017: HLB/GROSS COLLINS, P.C. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	72
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	46
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	25
Total of all active and inactive participants	2017-01-01	71
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	71
Number of participants with account balances	2017-01-01	71
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: HLB/GROSS COLLINS, P.C. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	69
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	41
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	23
Total of all active and inactive participants	2016-01-01	64
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	64
Number of participants with account balances	2016-01-01	64
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	2
2015: HLB/GROSS COLLINS, P.C. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	75
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	40
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	23
Total of all active and inactive participants	2015-01-01	63
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	63
Number of participants with account balances	2015-01-01	62
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	2
2014: HLB/GROSS COLLINS, P.C. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	73
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	40
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	25
Total of all active and inactive participants	2014-01-01	65
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	65
Number of participants with account balances	2014-01-01	65
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	2
2013: HLB/GROSS COLLINS, P.C. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	71
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	40
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	25
Total of all active and inactive participants	2013-01-01	65
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	65
Number of participants with account balances	2013-01-01	65
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	2
2012: HLB/GROSS COLLINS, P.C. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	80
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	44
Number of other retired or separated participants entitled to future benefits	2012-01-01	24
Total of all active and inactive participants	2012-01-01	68
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	68
Number of participants with account balances	2012-01-01	67
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	3
2011: HLB/GROSS COLLINS, P.C. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	77
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	49
Number of other retired or separated participants entitled to future benefits	2011-01-01	25
Total of all active and inactive participants	2011-01-01	74
Total participants	2011-01-01	74
Number of participants with account balances	2011-01-01	72
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	1
2009: HLB/GROSS COLLINS, P.C. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	56
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	47
Number of other retired or separated participants entitled to future benefits	2009-01-01	21
Total of all active and inactive participants	2009-01-01	68
Total participants	2009-01-01	68
Number of participants with account balances	2009-01-01	68
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	1

Financial Data on HLB/GROSS COLLINS, P.C. PROFIT SHARING PLAN

Measure	Date	Value
2017 : HLB/GROSS COLLINS, P.C. PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$2,864,077
Expenses. Total of all expenses incurred	2017-12-31	$47,544
Benefits paid (including direct rollovers)	2017-12-31	$47,544
Total plan assets at end of year	2017-12-31	$14,076,629
Total plan assets at beginning of year	2017-12-31	$11,260,096
Value of fidelity bond covering the plan	2017-12-31	$750,000
Total contributions received or receivable from participants	2017-12-31	$373,684
Contributions received from other sources (not participants or employers)	2017-12-31	$47,694
Other income received	2017-12-31	$2,185,055
Net income (gross income less expenses)	2017-12-31	$2,816,533
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$14,076,629
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$11,260,096
Assets. Value of participant loans	2017-12-31	$47,389
Assets. Value of assets in partnership/joint-venture interests	2017-12-31	$50,000
Total contributions received or receivable from employer(s)	2017-12-31	$257,644
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : HLB/GROSS COLLINS, P.C. PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$1,426,156
Expenses. Total of all expenses incurred	2016-12-31	$408,691
Benefits paid (including direct rollovers)	2016-12-31	$408,691
Total plan assets at end of year	2016-12-31	$11,260,096
Total plan assets at beginning of year	2016-12-31	$10,242,631
Value of fidelity bond covering the plan	2016-12-31	$750,000
Total contributions received or receivable from participants	2016-12-31	$330,634
Contributions received from other sources (not participants or employers)	2016-12-31	$12,041
Other income received	2016-12-31	$816,268
Net income (gross income less expenses)	2016-12-31	$1,017,465
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$11,260,096
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$10,242,631
Assets. Value of participant loans	2016-12-31	$30,887
Total contributions received or receivable from employer(s)	2016-12-31	$267,213
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : HLB/GROSS COLLINS, P.C. PROFIT SHARING PLAN 2015 401k financial data
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$318,670
Expenses. Total of all expenses incurred	2015-12-31	$1,597,266
Benefits paid (including direct rollovers)	2015-12-31	$1,597,266
Total plan assets at end of year	2015-12-31	$10,242,631
Total plan assets at beginning of year	2015-12-31	$11,521,227
Value of fidelity bond covering the plan	2015-12-31	$750,000
Total contributions received or receivable from participants	2015-12-31	$356,780
Other income received	2015-12-31	$-336,367
Net income (gross income less expenses)	2015-12-31	$-1,278,596
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$10,242,631
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$11,521,227
Assets. Value of participant loans	2015-12-31	$66,324
Assets. Value of real-estate (other than employer real property)	2015-12-31	$125,105
Total contributions received or receivable from employer(s)	2015-12-31	$298,257
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : HLB/GROSS COLLINS, P.C. PROFIT SHARING PLAN 2014 401k financial data
Total plan liabilities at end of year	2014-12-31	$0
Total income from all sources	2014-12-31	$967,349
Expenses. Total of all expenses incurred	2014-12-31	$165,430
Benefits paid (including direct rollovers)	2014-12-31	$165,430
Total plan assets at end of year	2014-12-31	$11,521,227
Total plan assets at beginning of year	2014-12-31	$10,719,308
Value of fidelity bond covering the plan	2014-12-31	$750,000
Total contributions received or receivable from participants	2014-12-31	$373,776
Other income received	2014-12-31	$593,573
Net income (gross income less expenses)	2014-12-31	$801,919
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$11,521,227
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$10,719,308
Assets. Value of participant loans	2014-12-31	$75,086
Assets. Value of real-estate (other than employer real property)	2014-12-31	$175,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : HLB/GROSS COLLINS, P.C. PROFIT SHARING PLAN 2013 401k financial data
Transfers to/from the plan	2013-12-31	$275
Total income from all sources	2013-12-31	$2,680,886
Expenses. Total of all expenses incurred	2013-12-31	$305,419
Benefits paid (including direct rollovers)	2013-12-31	$305,419
Total plan assets at end of year	2013-12-31	$10,719,308
Total plan assets at beginning of year	2013-12-31	$8,343,566
Value of fidelity bond covering the plan	2013-12-31	$750,000
Total contributions received or receivable from participants	2013-12-31	$311,729
Other income received	2013-12-31	$2,038,584
Net income (gross income less expenses)	2013-12-31	$2,375,467
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$10,719,308
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$8,343,566
Assets. Value of participant loans	2013-12-31	$110,848
Assets. Value of real-estate (other than employer real property)	2013-12-31	$202,244
Total contributions received or receivable from employer(s)	2013-12-31	$330,573
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : HLB/GROSS COLLINS, P.C. PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$1,596,714
Expenses. Total of all expenses incurred	2012-12-31	$1,043,747
Benefits paid (including direct rollovers)	2012-12-31	$1,043,747
Total plan assets at end of year	2012-12-31	$8,343,566
Total plan assets at beginning of year	2012-12-31	$7,790,599
Value of fidelity bond covering the plan	2012-12-31	$550,000
Total contributions received or receivable from participants	2012-12-31	$358,249
Other income received	2012-12-31	$909,997
Net income (gross income less expenses)	2012-12-31	$552,967
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$8,343,566
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$7,790,599
Assets. Value of participant loans	2012-12-31	$28,898
Assets. Value of assets in partnership/joint-venture interests	2012-12-31	$179,114
Total contributions received or receivable from employer(s)	2012-12-31	$328,468
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : HLB/GROSS COLLINS, P.C. PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$-69,060
Expenses. Total of all expenses incurred	2011-12-31	$45,384
Benefits paid (including direct rollovers)	2011-12-31	$45,384
Total plan assets at end of year	2011-12-31	$7,790,599
Total plan assets at beginning of year	2011-12-31	$7,905,043
Value of fidelity bond covering the plan	2011-12-31	$550,000
Total contributions received or receivable from participants	2011-12-31	$302,514
Other income received	2011-12-31	$-371,574
Net income (gross income less expenses)	2011-12-31	$-114,444
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$7,790,599
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$7,905,043
Assets. Value of participant loans	2011-12-31	$54,732
Assets. Value of assets in partnership/joint-venture interests	2011-12-31	$229,114
Assets. Value of real-estate (other than employer real property)	2011-12-31	$310,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : HLB/GROSS COLLINS, P.C. PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$1,271,882
Expenses. Total of all expenses incurred	2010-12-31	$573,807
Benefits paid (including direct rollovers)	2010-12-31	$573,807
Total plan assets at end of year	2010-12-31	$7,905,043
Total plan assets at beginning of year	2010-12-31	$7,206,968
Value of fidelity bond covering the plan	2010-12-31	$550,000
Total contributions received or receivable from participants	2010-12-31	$333,149
Other income received	2010-12-31	$598,987
Net income (gross income less expenses)	2010-12-31	$698,075
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$7,905,043
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$7,206,968
Assets. Value of participant loans	2010-12-31	$74,632
Assets. Value of assets in partnership/joint-venture interests	2010-12-31	$179,114
Total contributions received or receivable from employer(s)	2010-12-31	$339,746
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : HLB/GROSS COLLINS, P.C. PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for HLB/GROSS COLLINS, P.C. PROFIT SHARING PLAN

2017: HLB/GROSS COLLINS, P.C. PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: HLB/GROSS COLLINS, P.C. PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: HLB/GROSS COLLINS, P.C. PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: HLB/GROSS COLLINS, P.C. PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: HLB/GROSS COLLINS, P.C. PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: HLB/GROSS COLLINS, P.C. PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: HLB/GROSS COLLINS, P.C. PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: HLB/GROSS COLLINS, P.C. PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

GAP-B2-VQ47

Policy instance

Insurance contract or identification number	GAP-B2-VQ47
Number of Individuals Covered	71
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

GAP-B2-VQ47

Policy instance

Insurance contract or identification number	GAP-B2-VQ47
Number of Individuals Covered	62
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

GAP-B2-VQ47

Policy instance

Insurance contract or identification number	GAP-B2-VQ47
Number of Individuals Covered	65
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

GAP-B2-VQ47

Policy instance

Insurance contract or identification number	GAP-B2-VQ47
Number of Individuals Covered	65
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

GAP-B2-VQ47

Policy instance

Insurance contract or identification number	GAP-B2-VQ47
Number of Individuals Covered	67
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

GAP-B2-VQ47

Policy instance

Insurance contract or identification number	GAP-B2-VQ47
Number of Individuals Covered	72
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

GAP-B2-VQ47

Policy instance

Insurance contract or identification number	GAP-B2-VQ47
Number of Individuals Covered	79
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes

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Company Name:	HLB/GROSS COLLINS, P.C.
Employer identification number (EIN):	581367012
NAIC Classification:	541211
NAIC Description:	Offices of Certified Public Accountants