HOWE/WOOD & COMPANY has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan HOWE/WOOD & COMPANY PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2022: HOWE/WOOD & COMPANY PROFIT SHARING PLAN 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-08-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-08-01 | 2 |
| Number of retired or separated participants receiving benefits | 2022-08-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2022-08-01 | 0 |
| Total of all active and inactive participants | 2022-08-01 | 2 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-08-01 | 0 |
| Total participants | 2022-08-01 | 2 |
| Number of participants with account balances | 2022-08-01 | 2 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-08-01 | 0 |
| 2021: HOWE/WOOD & COMPANY PROFIT SHARING PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-08-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-08-01 | 2 |
| Number of retired or separated participants receiving benefits | 2021-08-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2021-08-01 | 0 |
| Total of all active and inactive participants | 2021-08-01 | 2 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-08-01 | 0 |
| Total participants | 2021-08-01 | 2 |
| Number of participants with account balances | 2021-08-01 | 2 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-08-01 | 0 |
| 2020: HOWE/WOOD & COMPANY PROFIT SHARING PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-08-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-08-01 | 2 |
| Number of retired or separated participants receiving benefits | 2020-08-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2020-08-01 | 0 |
| Total of all active and inactive participants | 2020-08-01 | 2 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-08-01 | 0 |
| Total participants | 2020-08-01 | 2 |
| Number of participants with account balances | 2020-08-01 | 2 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-08-01 | 0 |
| 2019: HOWE/WOOD & COMPANY PROFIT SHARING PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-08-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-08-01 | 2 |
| Number of retired or separated participants receiving benefits | 2019-08-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2019-08-01 | 0 |
| Total of all active and inactive participants | 2019-08-01 | 2 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-08-01 | 0 |
| Total participants | 2019-08-01 | 2 |
| Number of participants with account balances | 2019-08-01 | 2 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-08-01 | 0 |
| 2018: HOWE/WOOD & COMPANY PROFIT SHARING PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-08-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-08-01 | 2 |
| Number of retired or separated participants receiving benefits | 2018-08-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2018-08-01 | 0 |
| Total of all active and inactive participants | 2018-08-01 | 2 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-08-01 | 0 |
| Total participants | 2018-08-01 | 2 |
| Number of participants with account balances | 2018-08-01 | 2 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-08-01 | 0 |
| 2017: HOWE/WOOD & COMPANY PROFIT SHARING PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-08-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-08-01 | 2 |
| Number of retired or separated participants receiving benefits | 2017-08-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2017-08-01 | 0 |
| Total of all active and inactive participants | 2017-08-01 | 2 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-08-01 | 0 |
| Total participants | 2017-08-01 | 2 |
| Number of participants with account balances | 2017-08-01 | 2 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-08-01 | 0 |
| 2016: HOWE/WOOD & COMPANY PROFIT SHARING PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-08-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-08-01 | 2 |
| Number of retired or separated participants receiving benefits | 2016-08-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2016-08-01 | 0 |
| Total of all active and inactive participants | 2016-08-01 | 2 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-08-01 | 0 |
| Total participants | 2016-08-01 | 2 |
| Number of participants with account balances | 2016-08-01 | 2 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-08-01 | 0 |
| 2015: HOWE/WOOD & COMPANY PROFIT SHARING PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-08-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-08-01 | 2 |
| Number of retired or separated participants receiving benefits | 2015-08-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2015-08-01 | 0 |
| Total of all active and inactive participants | 2015-08-01 | 2 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-08-01 | 0 |
| Total participants | 2015-08-01 | 2 |
| Number of participants with account balances | 2015-08-01 | 2 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-08-01 | 0 |
| 2014: HOWE/WOOD & COMPANY PROFIT SHARING PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-08-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-08-01 | 2 |
| Number of retired or separated participants receiving benefits | 2014-08-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2014-08-01 | 0 |
| Total of all active and inactive participants | 2014-08-01 | 2 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-08-01 | 0 |
| Total participants | 2014-08-01 | 2 |
| Number of participants with account balances | 2014-08-01 | 2 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-08-01 | 0 |
| 2013: HOWE/WOOD & COMPANY PROFIT SHARING PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-08-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-08-01 | 2 |
| Number of retired or separated participants receiving benefits | 2013-08-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2013-08-01 | 0 |
| Total of all active and inactive participants | 2013-08-01 | 2 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-08-01 | 0 |
| Total participants | 2013-08-01 | 2 |
| Number of participants with account balances | 2013-08-01 | 2 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-08-01 | 0 |
| 2012: HOWE/WOOD & COMPANY PROFIT SHARING PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-08-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-08-01 | 2 |
| Number of retired or separated participants receiving benefits | 2012-08-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2012-08-01 | 1 |
| Total of all active and inactive participants | 2012-08-01 | 3 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-08-01 | 0 |
| Total participants | 2012-08-01 | 3 |
| Number of participants with account balances | 2012-08-01 | 3 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-08-01 | 0 |
| 2011: HOWE/WOOD & COMPANY PROFIT SHARING PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-08-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-08-01 | 3 |
| Number of retired or separated participants receiving benefits | 2011-08-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2011-08-01 | 0 |
| Total of all active and inactive participants | 2011-08-01 | 3 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-08-01 | 0 |
| Total participants | 2011-08-01 | 3 |
| Number of participants with account balances | 2011-08-01 | 3 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-08-01 | 0 |
| 2009: HOWE/WOOD & COMPANY PROFIT SHARING PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-08-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-08-01 | 3 |
| Number of retired or separated participants receiving benefits | 2009-08-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2009-08-01 | 0 |
| Total of all active and inactive participants | 2009-08-01 | 3 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-08-01 | 0 |
| Total participants | 2009-08-01 | 3 |
| Number of participants with account balances | 2009-08-01 | 3 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-08-01 | 0 |
| Measure | Date | Value |
|---|
| 2023 : HOWE/WOOD & COMPANY PROFIT SHARING PLAN 2023 401k financial data |
|---|
| Transfers to/from the plan | 2023-07-31 | $0 |
| Total plan liabilities at end of year | 2023-07-31 | $0 |
| Total plan liabilities at beginning of year | 2023-07-31 | $0 |
| Total income from all sources | 2023-07-31 | $875,418 |
| Expenses. Total of all expenses incurred | 2023-07-31 | $942,795 |
| Benefits paid (including direct rollovers) | 2023-07-31 | $913,587 |
| Total plan assets at end of year | 2023-07-31 | $7,166,413 |
| Total plan assets at beginning of year | 2023-07-31 | $7,233,790 |
| Value of fidelity bond covering the plan | 2023-07-31 | $1,750,000 |
| Total contributions received or receivable from participants | 2023-07-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2023-07-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2023-07-31 | $0 |
| Other income received | 2023-07-31 | $875,418 |
| Noncash contributions received | 2023-07-31 | $0 |
| Net income (gross income less expenses) | 2023-07-31 | $-67,377 |
| Net plan assets at end of year (total assets less liabilities) | 2023-07-31 | $7,166,413 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-07-31 | $7,233,790 |
| Assets. Value of assets in partnership/joint-venture interests | 2023-07-31 | $1,048,591 |
| Assets. Value of real-estate (other than employer real property) | 2023-07-31 | $981,300 |
| Total contributions received or receivable from employer(s) | 2023-07-31 | $0 |
| Value of certain deemed distributions of participant loans | 2023-07-31 | $0 |
| Value of corrective distributions | 2023-07-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2023-07-31 | $29,208 |
| 2022 : HOWE/WOOD & COMPANY PROFIT SHARING PLAN 2022 401k financial data |
|---|
| Transfers to/from the plan | 2022-07-31 | $0 |
| Total plan liabilities at end of year | 2022-07-31 | $0 |
| Total plan liabilities at beginning of year | 2022-07-31 | $0 |
| Total income from all sources | 2022-07-31 | $-57,958 |
| Expenses. Total of all expenses incurred | 2022-07-31 | $123,050 |
| Benefits paid (including direct rollovers) | 2022-07-31 | $100,000 |
| Total plan assets at end of year | 2022-07-31 | $7,233,790 |
| Total plan assets at beginning of year | 2022-07-31 | $7,414,798 |
| Value of fidelity bond covering the plan | 2022-07-31 | $1,750,000 |
| Total contributions received or receivable from participants | 2022-07-31 | $0 |
| Assets. Value of loans (other than to participants) | 2022-07-31 | $390,062 |
| Expenses. Other expenses not covered elsewhere | 2022-07-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2022-07-31 | $0 |
| Other income received | 2022-07-31 | $-57,958 |
| Noncash contributions received | 2022-07-31 | $0 |
| Net income (gross income less expenses) | 2022-07-31 | $-181,008 |
| Net plan assets at end of year (total assets less liabilities) | 2022-07-31 | $7,233,790 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-07-31 | $7,414,798 |
| Assets. Value of assets in partnership/joint-venture interests | 2022-07-31 | $1,446,804 |
| Total contributions received or receivable from employer(s) | 2022-07-31 | $0 |
| Value of certain deemed distributions of participant loans | 2022-07-31 | $0 |
| Value of corrective distributions | 2022-07-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-07-31 | $23,050 |
| 2021 : HOWE/WOOD & COMPANY PROFIT SHARING PLAN 2021 401k financial data |
|---|
| Total plan liabilities at end of year | 2021-07-31 | $0 |
| Total plan liabilities at beginning of year | 2021-07-31 | $0 |
| Total income from all sources | 2021-07-31 | $2,983,787 |
| Expenses. Total of all expenses incurred | 2021-07-31 | $7,012 |
| Benefits paid (including direct rollovers) | 2021-07-31 | $0 |
| Total plan assets at end of year | 2021-07-31 | $7,414,798 |
| Total plan assets at beginning of year | 2021-07-31 | $4,438,023 |
| Value of fidelity bond covering the plan | 2021-07-31 | $1,750,000 |
| Total contributions received or receivable from participants | 2021-07-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2021-07-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2021-07-31 | $0 |
| Other income received | 2021-07-31 | $2,983,787 |
| Noncash contributions received | 2021-07-31 | $0 |
| Net income (gross income less expenses) | 2021-07-31 | $2,976,775 |
| Net plan assets at end of year (total assets less liabilities) | 2021-07-31 | $7,414,798 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-07-31 | $4,438,023 |
| Assets. Value of assets in partnership/joint-venture interests | 2021-07-31 | $1,601,506 |
| Assets. Value of real-estate (other than employer real property) | 2021-07-31 | $0 |
| Total contributions received or receivable from employer(s) | 2021-07-31 | $0 |
| Value of certain deemed distributions of participant loans | 2021-07-31 | $0 |
| Value of corrective distributions | 2021-07-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-07-31 | $7,012 |
| 2020 : HOWE/WOOD & COMPANY PROFIT SHARING PLAN 2020 401k financial data |
|---|
| Transfers to/from the plan | 2020-07-31 | $0 |
| Total plan liabilities at end of year | 2020-07-31 | $0 |
| Total plan liabilities at beginning of year | 2020-07-31 | $0 |
| Total income from all sources | 2020-07-31 | $354,092 |
| Expenses. Total of all expenses incurred | 2020-07-31 | $8,106 |
| Benefits paid (including direct rollovers) | 2020-07-31 | $0 |
| Total plan assets at end of year | 2020-07-31 | $4,438,023 |
| Total plan assets at beginning of year | 2020-07-31 | $4,092,037 |
| Value of fidelity bond covering the plan | 2020-07-31 | $1,750,000 |
| Total contributions received or receivable from participants | 2020-07-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2020-07-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2020-07-31 | $0 |
| Other income received | 2020-07-31 | $354,092 |
| Noncash contributions received | 2020-07-31 | $0 |
| Net income (gross income less expenses) | 2020-07-31 | $345,986 |
| Net plan assets at end of year (total assets less liabilities) | 2020-07-31 | $4,438,023 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-07-31 | $4,092,037 |
| Assets. Value of assets in partnership/joint-venture interests | 2020-07-31 | $1,409,658 |
| Assets. Value of real-estate (other than employer real property) | 2020-07-31 | $229,613 |
| Total contributions received or receivable from employer(s) | 2020-07-31 | $0 |
| Value of certain deemed distributions of participant loans | 2020-07-31 | $0 |
| Value of corrective distributions | 2020-07-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-07-31 | $8,106 |
| 2019 : HOWE/WOOD & COMPANY PROFIT SHARING PLAN 2019 401k financial data |
|---|
| Transfers to/from the plan | 2019-07-31 | $0 |
| Total plan liabilities at end of year | 2019-07-31 | $0 |
| Total plan liabilities at beginning of year | 2019-07-31 | $0 |
| Total income from all sources | 2019-07-31 | $255,109 |
| Expenses. Total of all expenses incurred | 2019-07-31 | $4,548 |
| Benefits paid (including direct rollovers) | 2019-07-31 | $0 |
| Total plan assets at end of year | 2019-07-31 | $4,092,037 |
| Total plan assets at beginning of year | 2019-07-31 | $3,841,476 |
| Value of fidelity bond covering the plan | 2019-07-31 | $1,750,000 |
| Total contributions received or receivable from participants | 2019-07-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2019-07-31 | $3,158 |
| Contributions received from other sources (not participants or employers) | 2019-07-31 | $0 |
| Other income received | 2019-07-31 | $255,109 |
| Noncash contributions received | 2019-07-31 | $0 |
| Net income (gross income less expenses) | 2019-07-31 | $250,561 |
| Net plan assets at end of year (total assets less liabilities) | 2019-07-31 | $4,092,037 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-07-31 | $3,841,476 |
| Assets. Value of assets in partnership/joint-venture interests | 2019-07-31 | $1,267,164 |
| Total contributions received or receivable from employer(s) | 2019-07-31 | $0 |
| Value of certain deemed distributions of participant loans | 2019-07-31 | $0 |
| Value of corrective distributions | 2019-07-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-07-31 | $1,390 |
| 2018 : HOWE/WOOD & COMPANY PROFIT SHARING PLAN 2018 401k financial data |
|---|
| Transfers to/from the plan | 2018-07-31 | $0 |
| Total plan liabilities at end of year | 2018-07-31 | $0 |
| Total plan liabilities at beginning of year | 2018-07-31 | $0 |
| Total income from all sources | 2018-07-31 | $623,105 |
| Expenses. Total of all expenses incurred | 2018-07-31 | $7,298 |
| Benefits paid (including direct rollovers) | 2018-07-31 | $0 |
| Total plan assets at end of year | 2018-07-31 | $3,841,476 |
| Total plan assets at beginning of year | 2018-07-31 | $3,225,669 |
| Value of fidelity bond covering the plan | 2018-07-31 | $1,750,000 |
| Total contributions received or receivable from participants | 2018-07-31 | $0 |
| Assets. Value of loans (other than to participants) | 2018-07-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2018-07-31 | $4,798 |
| Contributions received from other sources (not participants or employers) | 2018-07-31 | $0 |
| Other income received | 2018-07-31 | $623,105 |
| Noncash contributions received | 2018-07-31 | $0 |
| Net income (gross income less expenses) | 2018-07-31 | $615,807 |
| Net plan assets at end of year (total assets less liabilities) | 2018-07-31 | $3,841,476 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-07-31 | $3,225,669 |
| Assets. Value of assets in partnership/joint-venture interests | 2018-07-31 | $776,773 |
| Total contributions received or receivable from employer(s) | 2018-07-31 | $0 |
| Value of certain deemed distributions of participant loans | 2018-07-31 | $0 |
| Value of corrective distributions | 2018-07-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-07-31 | $2,500 |
| 2017 : HOWE/WOOD & COMPANY PROFIT SHARING PLAN 2017 401k financial data |
|---|
| Transfers to/from the plan | 2017-07-31 | $0 |
| Total plan liabilities at end of year | 2017-07-31 | $0 |
| Total plan liabilities at beginning of year | 2017-07-31 | $0 |
| Total income from all sources | 2017-07-31 | $238,065 |
| Expenses. Total of all expenses incurred | 2017-07-31 | $5,611 |
| Benefits paid (including direct rollovers) | 2017-07-31 | $0 |
| Total plan assets at end of year | 2017-07-31 | $3,225,669 |
| Total plan assets at beginning of year | 2017-07-31 | $2,993,215 |
| Value of fidelity bond covering the plan | 2017-07-31 | $1,750,000 |
| Total contributions received or receivable from participants | 2017-07-31 | $0 |
| Assets. Value of loans (other than to participants) | 2017-07-31 | $8,013 |
| Expenses. Other expenses not covered elsewhere | 2017-07-31 | $4,078 |
| Contributions received from other sources (not participants or employers) | 2017-07-31 | $0 |
| Other income received | 2017-07-31 | $238,065 |
| Noncash contributions received | 2017-07-31 | $0 |
| Net income (gross income less expenses) | 2017-07-31 | $232,454 |
| Net plan assets at end of year (total assets less liabilities) | 2017-07-31 | $3,225,669 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-07-31 | $2,993,215 |
| Assets. Value of assets in partnership/joint-venture interests | 2017-07-31 | $1,145,258 |
| Total contributions received or receivable from employer(s) | 2017-07-31 | $0 |
| Value of certain deemed distributions of participant loans | 2017-07-31 | $0 |
| Value of corrective distributions | 2017-07-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-07-31 | $1,533 |
| 2016 : HOWE/WOOD & COMPANY PROFIT SHARING PLAN 2016 401k financial data |
|---|
| Transfers to/from the plan | 2016-07-31 | $0 |
| Total plan liabilities at end of year | 2016-07-31 | $0 |
| Total plan liabilities at beginning of year | 2016-07-31 | $0 |
| Total income from all sources | 2016-07-31 | $246,013 |
| Expenses. Total of all expenses incurred | 2016-07-31 | $8,785 |
| Benefits paid (including direct rollovers) | 2016-07-31 | $0 |
| Total plan assets at end of year | 2016-07-31 | $2,993,215 |
| Total plan assets at beginning of year | 2016-07-31 | $2,755,987 |
| Value of fidelity bond covering the plan | 2016-07-31 | $1,750,000 |
| Total contributions received or receivable from participants | 2016-07-31 | $0 |
| Assets. Value of loans (other than to participants) | 2016-07-31 | $8,013 |
| Expenses. Other expenses not covered elsewhere | 2016-07-31 | $6,256 |
| Contributions received from other sources (not participants or employers) | 2016-07-31 | $0 |
| Other income received | 2016-07-31 | $246,013 |
| Noncash contributions received | 2016-07-31 | $0 |
| Net income (gross income less expenses) | 2016-07-31 | $237,228 |
| Net plan assets at end of year (total assets less liabilities) | 2016-07-31 | $2,993,215 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-07-31 | $2,755,987 |
| Assets. Value of assets in partnership/joint-venture interests | 2016-07-31 | $1,053,040 |
| Total contributions received or receivable from employer(s) | 2016-07-31 | $0 |
| Value of certain deemed distributions of participant loans | 2016-07-31 | $0 |
| Value of corrective distributions | 2016-07-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-07-31 | $2,529 |
| 2015 : HOWE/WOOD & COMPANY PROFIT SHARING PLAN 2015 401k financial data |
|---|
| Transfers to/from the plan | 2015-07-31 | $0 |
| Total plan liabilities at end of year | 2015-07-31 | $0 |
| Total plan liabilities at beginning of year | 2015-07-31 | $0 |
| Total income from all sources | 2015-07-31 | $116,606 |
| Expenses. Total of all expenses incurred | 2015-07-31 | $2,735 |
| Benefits paid (including direct rollovers) | 2015-07-31 | $0 |
| Total plan assets at end of year | 2015-07-31 | $2,755,987 |
| Total plan assets at beginning of year | 2015-07-31 | $2,642,116 |
| Value of fidelity bond covering the plan | 2015-07-31 | $1,750,000 |
| Total contributions received or receivable from participants | 2015-07-31 | $0 |
| Assets. Value of loans (other than to participants) | 2015-07-31 | $8,013 |
| Expenses. Other expenses not covered elsewhere | 2015-07-31 | $1,276 |
| Contributions received from other sources (not participants or employers) | 2015-07-31 | $0 |
| Other income received | 2015-07-31 | $116,606 |
| Noncash contributions received | 2015-07-31 | $0 |
| Net income (gross income less expenses) | 2015-07-31 | $113,871 |
| Net plan assets at end of year (total assets less liabilities) | 2015-07-31 | $2,755,987 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-07-31 | $2,642,116 |
| Assets. Value of assets in partnership/joint-venture interests | 2015-07-31 | $1,503,161 |
| Total contributions received or receivable from employer(s) | 2015-07-31 | $0 |
| Value of certain deemed distributions of participant loans | 2015-07-31 | $0 |
| Value of corrective distributions | 2015-07-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-07-31 | $1,459 |
| 2014 : HOWE/WOOD & COMPANY PROFIT SHARING PLAN 2014 401k financial data |
|---|
| Transfers to/from the plan | 2014-07-31 | $0 |
| Total plan liabilities at end of year | 2014-07-31 | $0 |
| Total plan liabilities at beginning of year | 2014-07-31 | $0 |
| Total income from all sources | 2014-07-31 | $138,095 |
| Expenses. Total of all expenses incurred | 2014-07-31 | $169,637 |
| Benefits paid (including direct rollovers) | 2014-07-31 | $156,034 |
| Total plan assets at end of year | 2014-07-31 | $2,642,116 |
| Total plan assets at beginning of year | 2014-07-31 | $2,673,658 |
| Value of fidelity bond covering the plan | 2014-07-31 | $1,750,000 |
| Total contributions received or receivable from participants | 2014-07-31 | $0 |
| Assets. Value of loans (other than to participants) | 2014-07-31 | $8,013 |
| Expenses. Other expenses not covered elsewhere | 2014-07-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2014-07-31 | $0 |
| Other income received | 2014-07-31 | $138,095 |
| Noncash contributions received | 2014-07-31 | $0 |
| Net income (gross income less expenses) | 2014-07-31 | $-31,542 |
| Net plan assets at end of year (total assets less liabilities) | 2014-07-31 | $2,642,116 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-07-31 | $2,673,658 |
| Assets. Value of assets in partnership/joint-venture interests | 2014-07-31 | $948,754 |
| Total contributions received or receivable from employer(s) | 2014-07-31 | $0 |
| Value of certain deemed distributions of participant loans | 2014-07-31 | $0 |
| Value of corrective distributions | 2014-07-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-07-31 | $13,603 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-07-31 | $0 |
| 2013 : HOWE/WOOD & COMPANY PROFIT SHARING PLAN 2013 401k financial data |
|---|
| Transfers to/from the plan | 2013-07-31 | $0 |
| Total plan liabilities at end of year | 2013-07-31 | $0 |
| Total plan liabilities at beginning of year | 2013-07-31 | $0 |
| Total income from all sources | 2013-07-31 | $151,298 |
| Expenses. Total of all expenses incurred | 2013-07-31 | $16,309 |
| Benefits paid (including direct rollovers) | 2013-07-31 | $0 |
| Total plan assets at end of year | 2013-07-31 | $2,673,658 |
| Total plan assets at beginning of year | 2013-07-31 | $2,538,669 |
| Value of fidelity bond covering the plan | 2013-07-31 | $1,750,000 |
| Total contributions received or receivable from participants | 2013-07-31 | $0 |
| Assets. Value of loans (other than to participants) | 2013-07-31 | $8,013 |
| Expenses. Other expenses not covered elsewhere | 2013-07-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2013-07-31 | $0 |
| Other income received | 2013-07-31 | $151,298 |
| Noncash contributions received | 2013-07-31 | $0 |
| Net income (gross income less expenses) | 2013-07-31 | $134,989 |
| Net plan assets at end of year (total assets less liabilities) | 2013-07-31 | $2,673,658 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-07-31 | $2,538,669 |
| Assets. Value of assets in partnership/joint-venture interests | 2013-07-31 | $731,244 |
| Total contributions received or receivable from employer(s) | 2013-07-31 | $0 |
| Value of certain deemed distributions of participant loans | 2013-07-31 | $0 |
| Value of corrective distributions | 2013-07-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-07-31 | $16,309 |
| 2012 : HOWE/WOOD & COMPANY PROFIT SHARING PLAN 2012 401k financial data |
|---|
| Transfers to/from the plan | 2012-07-31 | $0 |
| Total plan liabilities at end of year | 2012-07-31 | $0 |
| Total plan liabilities at beginning of year | 2012-07-31 | $0 |
| Total income from all sources | 2012-07-31 | $14,346 |
| Expenses. Total of all expenses incurred | 2012-07-31 | $4,768 |
| Benefits paid (including direct rollovers) | 2012-07-31 | $0 |
| Total plan assets at end of year | 2012-07-31 | $2,538,669 |
| Total plan assets at beginning of year | 2012-07-31 | $2,529,091 |
| Value of fidelity bond covering the plan | 2012-07-31 | $1,750,000 |
| Total contributions received or receivable from participants | 2012-07-31 | $0 |
| Assets. Value of loans (other than to participants) | 2012-07-31 | $8,013 |
| Expenses. Other expenses not covered elsewhere | 2012-07-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2012-07-31 | $0 |
| Other income received | 2012-07-31 | $14,346 |
| Noncash contributions received | 2012-07-31 | $0 |
| Net income (gross income less expenses) | 2012-07-31 | $9,578 |
| Net plan assets at end of year (total assets less liabilities) | 2012-07-31 | $2,538,669 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-07-31 | $2,529,091 |
| Assets. Value of assets in partnership/joint-venture interests | 2012-07-31 | $974,505 |
| Total contributions received or receivable from employer(s) | 2012-07-31 | $0 |
| Value of certain deemed distributions of participant loans | 2012-07-31 | $0 |
| Value of corrective distributions | 2012-07-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-07-31 | $4,768 |
| 2011 : HOWE/WOOD & COMPANY PROFIT SHARING PLAN 2011 401k financial data |
|---|
| Transfers to/from the plan | 2011-07-31 | $0 |
| Total plan liabilities at end of year | 2011-07-31 | $0 |
| Total plan liabilities at beginning of year | 2011-07-31 | $0 |
| Total income from all sources | 2011-07-31 | $25,669 |
| Expenses. Total of all expenses incurred | 2011-07-31 | $8,807 |
| Benefits paid (including direct rollovers) | 2011-07-31 | $0 |
| Total plan assets at end of year | 2011-07-31 | $2,529,091 |
| Total plan assets at beginning of year | 2011-07-31 | $2,512,229 |
| Value of fidelity bond covering the plan | 2011-07-31 | $1,750,000 |
| Total contributions received or receivable from participants | 2011-07-31 | $0 |
| Assets. Value of loans (other than to participants) | 2011-07-31 | $129,459 |
| Expenses. Other expenses not covered elsewhere | 2011-07-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2011-07-31 | $0 |
| Other income received | 2011-07-31 | $25,669 |
| Noncash contributions received | 2011-07-31 | $0 |
| Net income (gross income less expenses) | 2011-07-31 | $16,862 |
| Net plan assets at end of year (total assets less liabilities) | 2011-07-31 | $2,529,091 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-07-31 | $2,512,229 |
| Assets. Value of assets in partnership/joint-venture interests | 2011-07-31 | $1,208,611 |
| Total contributions received or receivable from employer(s) | 2011-07-31 | $0 |
| Value of certain deemed distributions of participant loans | 2011-07-31 | $0 |
| Value of corrective distributions | 2011-07-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-07-31 | $8,807 |
| 2022: HOWE/WOOD & COMPANY PROFIT SHARING PLAN 2022 form 5500 responses |
|---|
| 2022-08-01 | Type of plan entity | Single employer plan |
| 2022-08-01 | Submission has been amended | No |
| 2022-08-01 | This submission is the final filing | No |
| 2022-08-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2022-08-01 | Plan is a collectively bargained plan | No |
| 2022-08-01 | Plan funding arrangement – Trust | Yes |
| 2022-08-01 | Plan benefit arrangement – Insurance | Yes |
| 2022-08-01 | Plan benefit arrangement - Trust | Yes |
| 2021: HOWE/WOOD & COMPANY PROFIT SHARING PLAN 2021 form 5500 responses |
|---|
| 2021-08-01 | Type of plan entity | Single employer plan |
| 2021-08-01 | Submission has been amended | No |
| 2021-08-01 | This submission is the final filing | No |
| 2021-08-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-08-01 | Plan is a collectively bargained plan | No |
| 2021-08-01 | Plan funding arrangement – Trust | Yes |
| 2021-08-01 | Plan benefit arrangement – Insurance | Yes |
| 2021-08-01 | Plan benefit arrangement - Trust | Yes |
| 2020: HOWE/WOOD & COMPANY PROFIT SHARING PLAN 2020 form 5500 responses |
|---|
| 2020-08-01 | Type of plan entity | Single employer plan |
| 2020-08-01 | Submission has been amended | No |
| 2020-08-01 | This submission is the final filing | No |
| 2020-08-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-08-01 | Plan is a collectively bargained plan | No |
| 2020-08-01 | Plan funding arrangement – Trust | Yes |
| 2020-08-01 | Plan benefit arrangement – Insurance | Yes |
| 2020-08-01 | Plan benefit arrangement - Trust | Yes |
| 2019: HOWE/WOOD & COMPANY PROFIT SHARING PLAN 2019 form 5500 responses |
|---|
| 2019-08-01 | Type of plan entity | Single employer plan |
| 2019-08-01 | Submission has been amended | No |
| 2019-08-01 | This submission is the final filing | No |
| 2019-08-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-08-01 | Plan is a collectively bargained plan | No |
| 2019-08-01 | Plan funding arrangement – Trust | Yes |
| 2019-08-01 | Plan benefit arrangement – Insurance | Yes |
| 2019-08-01 | Plan benefit arrangement - Trust | Yes |
| 2018: HOWE/WOOD & COMPANY PROFIT SHARING PLAN 2018 form 5500 responses |
|---|
| 2018-08-01 | Type of plan entity | Single employer plan |
| 2018-08-01 | Submission has been amended | No |
| 2018-08-01 | This submission is the final filing | No |
| 2018-08-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-08-01 | Plan is a collectively bargained plan | No |
| 2018-08-01 | Plan funding arrangement – Trust | Yes |
| 2018-08-01 | Plan benefit arrangement – Insurance | Yes |
| 2018-08-01 | Plan benefit arrangement - Trust | Yes |
| 2017: HOWE/WOOD & COMPANY PROFIT SHARING PLAN 2017 form 5500 responses |
|---|
| 2017-08-01 | Type of plan entity | Single employer plan |
| 2017-08-01 | Submission has been amended | No |
| 2017-08-01 | This submission is the final filing | No |
| 2017-08-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-08-01 | Plan is a collectively bargained plan | No |
| 2017-08-01 | Plan funding arrangement – Trust | Yes |
| 2017-08-01 | Plan benefit arrangement – Insurance | Yes |
| 2017-08-01 | Plan benefit arrangement - Trust | Yes |
| 2016: HOWE/WOOD & COMPANY PROFIT SHARING PLAN 2016 form 5500 responses |
|---|
| 2016-08-01 | Type of plan entity | Single employer plan |
| 2016-08-01 | Submission has been amended | No |
| 2016-08-01 | This submission is the final filing | No |
| 2016-08-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-08-01 | Plan is a collectively bargained plan | No |
| 2016-08-01 | Plan funding arrangement – Trust | Yes |
| 2016-08-01 | Plan benefit arrangement - Trust | Yes |
| 2015: HOWE/WOOD & COMPANY PROFIT SHARING PLAN 2015 form 5500 responses |
|---|
| 2015-08-01 | Type of plan entity | Single employer plan |
| 2015-08-01 | Submission has been amended | No |
| 2015-08-01 | This submission is the final filing | No |
| 2015-08-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-08-01 | Plan is a collectively bargained plan | No |
| 2015-08-01 | Plan funding arrangement – Trust | Yes |
| 2015-08-01 | Plan benefit arrangement - Trust | Yes |
| 2014: HOWE/WOOD & COMPANY PROFIT SHARING PLAN 2014 form 5500 responses |
|---|
| 2014-08-01 | Type of plan entity | Single employer plan |
| 2014-08-01 | Submission has been amended | No |
| 2014-08-01 | This submission is the final filing | No |
| 2014-08-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-08-01 | Plan is a collectively bargained plan | No |
| 2014-08-01 | Plan funding arrangement – Trust | Yes |
| 2014-08-01 | Plan benefit arrangement - Trust | Yes |
| 2013: HOWE/WOOD & COMPANY PROFIT SHARING PLAN 2013 form 5500 responses |
|---|
| 2013-08-01 | Type of plan entity | Single employer plan |
| 2013-08-01 | Submission has been amended | No |
| 2013-08-01 | This submission is the final filing | No |
| 2013-08-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-08-01 | Plan is a collectively bargained plan | No |
| 2013-08-01 | Plan funding arrangement – Trust | Yes |
| 2013-08-01 | Plan benefit arrangement - Trust | Yes |
| 2012: HOWE/WOOD & COMPANY PROFIT SHARING PLAN 2012 form 5500 responses |
|---|
| 2012-08-01 | Type of plan entity | Single employer plan |
| 2012-08-01 | Submission has been amended | No |
| 2012-08-01 | This submission is the final filing | No |
| 2012-08-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-08-01 | Plan is a collectively bargained plan | No |
| 2012-08-01 | Plan funding arrangement – Trust | Yes |
| 2012-08-01 | Plan benefit arrangement - Trust | Yes |
| 2011: HOWE/WOOD & COMPANY PROFIT SHARING PLAN 2011 form 5500 responses |
|---|
| 2011-08-01 | Type of plan entity | Single employer plan |
| 2011-08-01 | Submission has been amended | No |
| 2011-08-01 | This submission is the final filing | No |
| 2011-08-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-08-01 | Plan is a collectively bargained plan | No |
| 2011-08-01 | Plan funding arrangement – Trust | Yes |
| 2011-08-01 | Plan benefit arrangement - Trust | Yes |
| 2009: HOWE/WOOD & COMPANY PROFIT SHARING PLAN 2009 form 5500 responses |
|---|
| 2009-08-01 | Type of plan entity | Single employer plan |
| 2009-08-01 | Submission has been amended | No |
| 2009-08-01 | This submission is the final filing | No |
| 2009-08-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-08-01 | Plan is a collectively bargained plan | No |
| 2009-08-01 | Plan funding arrangement – Trust | Yes |
| 2009-08-01 | Plan benefit arrangement - Trust | Yes |
