401k Plan data: HERZER FINANCIAL SERVICES, INC. PROFIT SHARING/401(K) PLAN plan

HERZER FINANCIAL SERVICES, INC. PROFIT SHARING/401(K) PLAN 401k Plan overview

Plan Name	HERZER FINANCIAL SERVICES, INC. PROFIT SHARING/401(K) PLAN
Plan identification number	003

HERZER FINANCIAL SERVICES, INC. PROFIT SHARING/401(K) 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.
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.

401k Sponsoring company profile

HERZER FINANCIAL SERVICES, INC. has sponsored the creation of one or more 401k plans.

Company Name: HERZER FINANCIAL SERVICES, INC.

Employer identification number (EIN): 942162418

NAIC Classification: 523900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HERZER FINANCIAL SERVICES, INC. PROFIT SHARING/401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2023-04-01
003 2022-04-01
003 2021-04-01
003 2020-04-01
003 2020-04-01
003 2019-04-01 DAVID HERZER 2021-01-14
003 2019-04-01 DAVID HERZER 2021-01-14
003 2018-04-01
003 2017-04-01 DAVID HERZER
003 2017-01-01 DAVID HERZER
003 2017-01-01 DAVID HERZER
003 2016-01-01 DAVID HERZER
003 2016-01-01 DAVID HERZER
003 2015-01-01 DAVID HERZER
003 2014-01-01 DAVID HERZER
003 2013-01-01 DAVID HERZER
003 2012-01-01 DAVID HERZER DAVID HERZER 2013-09-16
003 2011-01-01 DAVID HERZER
003 2010-01-01 DAVID HERZER
003 2009-01-01 DAVID HERZER
003 2009-01-01 DAVID HERZER

Plan Statistics for HERZER FINANCIAL SERVICES, INC. PROFIT SHARING/401(K) PLAN

401k plan membership statisitcs for HERZER FINANCIAL SERVICES, INC. PROFIT SHARING/401(K) PLAN

Measure Date Value
2023: HERZER FINANCIAL SERVICES, INC. PROFIT SHARING/401(K) PLAN 2023 401k membership
Total participants, beginning-of-year 2023-04-01 5
Total number of active participants reported on line 7a of the Form 5500 2023-04-01 0
Number of retired or separated participants receiving benefits 2023-04-01 0
Number of other retired or separated participants entitled to future benefits 2023-04-01 0
Total of all active and inactive participants 2023-04-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-04-01 0
Total participants 2023-04-01 0
Number of participants with account balances 2023-04-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-04-01 0
2022: HERZER FINANCIAL SERVICES, INC. PROFIT SHARING/401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-04-01 5
Total number of active participants reported on line 7a of the Form 5500 2022-04-01 0
Number of other retired or separated participants entitled to future benefits 2022-04-01 5
Total of all active and inactive participants 2022-04-01 5
Total participants 2022-04-01 5
Number of participants with account balances 2022-04-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-04-01 0
2021: HERZER FINANCIAL SERVICES, INC. PROFIT SHARING/401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-04-01 5
Total number of active participants reported on line 7a of the Form 5500 2021-04-01 4
Number of retired or separated participants receiving benefits 2021-04-01 0
Number of other retired or separated participants entitled to future benefits 2021-04-01 1
Total of all active and inactive participants 2021-04-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-04-01 0
Total participants 2021-04-01 5
Number of participants with account balances 2021-04-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-04-01 0
2020: HERZER FINANCIAL SERVICES, INC. PROFIT SHARING/401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-04-01 5
Total number of active participants reported on line 7a of the Form 5500 2020-04-01 5
Number of retired or separated participants receiving benefits 2020-04-01 0
Number of other retired or separated participants entitled to future benefits 2020-04-01 0
Total of all active and inactive participants 2020-04-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-04-01 0
Total participants 2020-04-01 5
Number of participants with account balances 2020-04-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-04-01 0
2018: HERZER FINANCIAL SERVICES, INC. PROFIT SHARING/401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-04-01 5
Total number of active participants reported on line 7a of the Form 5500 2018-04-01 5
Number of retired or separated participants receiving benefits 2018-04-01 0
Number of other retired or separated participants entitled to future benefits 2018-04-01 0
Total of all active and inactive participants 2018-04-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-04-01 0
Total participants 2018-04-01 5
Number of participants with account balances 2018-04-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-04-01 0
2017: HERZER FINANCIAL SERVICES, INC. PROFIT SHARING/401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-04-01 4
Total number of active participants reported on line 7a of the Form 5500 2017-04-01 5
Number of retired or separated participants receiving benefits 2017-04-01 0
Number of other retired or separated participants entitled to future benefits 2017-04-01 0
Total of all active and inactive participants 2017-04-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-04-01 0
Total participants 2017-04-01 5
Number of participants with account balances 2017-04-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-04-01 0
Total participants, beginning-of-year 2017-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 4
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 0
Total of all active and inactive participants 2017-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 4
Number of participants with account balances 2017-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: HERZER FINANCIAL SERVICES, INC. PROFIT SHARING/401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 4
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 0
Total of all active and inactive participants 2016-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 4
Number of participants with account balances 2016-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: HERZER FINANCIAL SERVICES, INC. PROFIT SHARING/401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 4
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 0
Total of all active and inactive participants 2015-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 4
Number of participants with account balances 2015-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: HERZER FINANCIAL SERVICES, INC. PROFIT SHARING/401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 4
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 0
Total of all active and inactive participants 2014-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 4
Number of participants with account balances 2014-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: HERZER FINANCIAL SERVICES, INC. PROFIT SHARING/401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 4
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 0
Total of all active and inactive participants 2013-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 4
Number of participants with account balances 2013-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: HERZER FINANCIAL SERVICES, INC. PROFIT SHARING/401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 4
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 0
Total of all active and inactive participants 2012-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 4
Number of participants with account balances 2012-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: HERZER FINANCIAL SERVICES, INC. PROFIT SHARING/401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 4
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 0
Total of all active and inactive participants 2011-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 4
Number of participants with account balances 2011-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: HERZER FINANCIAL SERVICES, INC. PROFIT SHARING/401(K) PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 4
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 0
Total of all active and inactive participants 2010-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 4
Number of participants with account balances 2010-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: HERZER FINANCIAL SERVICES, INC. PROFIT SHARING/401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 2
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 0
Total of all active and inactive participants 2009-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 2
Number of participants with account balances 2009-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2023: HERZER FINANCIAL SERVICES, INC. PROFIT SHARING/401(K) PLAN 2023 401k membership
Total participants, beginning-of-year	2023-04-01	5
Total number of active participants reported on line 7a of the Form 5500	2023-04-01	0
Number of retired or separated participants receiving benefits	2023-04-01	0
Number of other retired or separated participants entitled to future benefits	2023-04-01	0
Total of all active and inactive participants	2023-04-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-04-01	0
Total participants	2023-04-01	0
Number of participants with account balances	2023-04-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-04-01	0
2022: HERZER FINANCIAL SERVICES, INC. PROFIT SHARING/401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-04-01	5
Total number of active participants reported on line 7a of the Form 5500	2022-04-01	0
Number of other retired or separated participants entitled to future benefits	2022-04-01	5
Total of all active and inactive participants	2022-04-01	5
Total participants	2022-04-01	5
Number of participants with account balances	2022-04-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-04-01	0
2021: HERZER FINANCIAL SERVICES, INC. PROFIT SHARING/401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-04-01	5
Total number of active participants reported on line 7a of the Form 5500	2021-04-01	4
Number of retired or separated participants receiving benefits	2021-04-01	0
Number of other retired or separated participants entitled to future benefits	2021-04-01	1
Total of all active and inactive participants	2021-04-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-04-01	0
Total participants	2021-04-01	5
Number of participants with account balances	2021-04-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-04-01	0
2020: HERZER FINANCIAL SERVICES, INC. PROFIT SHARING/401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-04-01	5
Total number of active participants reported on line 7a of the Form 5500	2020-04-01	5
Number of retired or separated participants receiving benefits	2020-04-01	0
Number of other retired or separated participants entitled to future benefits	2020-04-01	0
Total of all active and inactive participants	2020-04-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-04-01	0
Total participants	2020-04-01	5
Number of participants with account balances	2020-04-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-04-01	0
2018: HERZER FINANCIAL SERVICES, INC. PROFIT SHARING/401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-04-01	5
Total number of active participants reported on line 7a of the Form 5500	2018-04-01	5
Number of retired or separated participants receiving benefits	2018-04-01	0
Number of other retired or separated participants entitled to future benefits	2018-04-01	0
Total of all active and inactive participants	2018-04-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-04-01	0
Total participants	2018-04-01	5
Number of participants with account balances	2018-04-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-04-01	0
2017: HERZER FINANCIAL SERVICES, INC. PROFIT SHARING/401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-04-01	4
Total number of active participants reported on line 7a of the Form 5500	2017-04-01	5
Number of retired or separated participants receiving benefits	2017-04-01	0
Number of other retired or separated participants entitled to future benefits	2017-04-01	0
Total of all active and inactive participants	2017-04-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-04-01	0
Total participants	2017-04-01	5
Number of participants with account balances	2017-04-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-04-01	0
Total participants, beginning-of-year	2017-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	4
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	0
Total of all active and inactive participants	2017-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	4
Number of participants with account balances	2017-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: HERZER FINANCIAL SERVICES, INC. PROFIT SHARING/401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	4
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	0
Total of all active and inactive participants	2016-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	4
Number of participants with account balances	2016-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: HERZER FINANCIAL SERVICES, INC. PROFIT SHARING/401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	4
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	0
Total of all active and inactive participants	2015-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	4
Number of participants with account balances	2015-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: HERZER FINANCIAL SERVICES, INC. PROFIT SHARING/401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	4
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	0
Total of all active and inactive participants	2014-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	4
Number of participants with account balances	2014-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: HERZER FINANCIAL SERVICES, INC. PROFIT SHARING/401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	4
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	0
Total of all active and inactive participants	2013-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	4
Number of participants with account balances	2013-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: HERZER FINANCIAL SERVICES, INC. PROFIT SHARING/401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	4
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	4
Number of participants with account balances	2012-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: HERZER FINANCIAL SERVICES, INC. PROFIT SHARING/401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	4
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	0
Total of all active and inactive participants	2011-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	4
Number of participants with account balances	2011-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: HERZER FINANCIAL SERVICES, INC. PROFIT SHARING/401(K) PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	4
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	0
Total of all active and inactive participants	2010-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	4
Number of participants with account balances	2010-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: HERZER FINANCIAL SERVICES, INC. PROFIT SHARING/401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	2
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	0
Total of all active and inactive participants	2009-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	2
Number of participants with account balances	2009-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on HERZER FINANCIAL SERVICES, INC. PROFIT SHARING/401(K) PLAN

Measure	Date	Value
2024 : HERZER FINANCIAL SERVICES, INC. PROFIT SHARING/401(K) PLAN 2024 401k financial data
Total plan liabilities at end of year	2024-02-27	$0
Total plan liabilities at beginning of year	2024-02-27	$0
Total income from all sources	2024-02-27	$1,022,301
Expenses. Total of all expenses incurred	2024-02-27	$4,604,094
Benefits paid (including direct rollovers)	2024-02-27	$4,603,970
Total plan assets at end of year	2024-02-27	$0
Total plan assets at beginning of year	2024-02-27	$3,581,793
Value of fidelity bond covering the plan	2024-02-27	$500,000
Other income received	2024-02-27	$1,022,301
Net income (gross income less expenses)	2024-02-27	$-3,581,793
Net plan assets at end of year (total assets less liabilities)	2024-02-27	$0
Net plan assets at beginning of year (total assets less liabilities)	2024-02-27	$3,581,793
Expenses. Administrative service providers (salaries,fees and commissions)	2024-02-27	$124
2023 : HERZER FINANCIAL SERVICES, INC. PROFIT SHARING/401(K) PLAN 2023 401k financial data
Total income from all sources	2023-03-31	$-772,211
Expenses. Total of all expenses incurred	2023-03-31	$7,426
Total plan assets at end of year	2023-03-31	$3,581,793
Total plan assets at beginning of year	2023-03-31	$4,361,430
Value of fidelity bond covering the plan	2023-03-31	$500,000
Total contributions received or receivable from participants	2023-03-31	$17,760
Assets. Value of loans (other than to participants)	2023-03-31	$845,338
Expenses. Other expenses not covered elsewhere	2023-03-31	$7,426
Other income received	2023-03-31	$-890,707
Net income (gross income less expenses)	2023-03-31	$-779,637
Net plan assets at end of year (total assets less liabilities)	2023-03-31	$3,581,793
Net plan assets at beginning of year (total assets less liabilities)	2023-03-31	$4,361,430
Total contributions received or receivable from employer(s)	2023-03-31	$100,736
2022 : HERZER FINANCIAL SERVICES, INC. PROFIT SHARING/401(K) PLAN 2022 401k financial data
Total income from all sources	2022-03-31	$999,707
Expenses. Total of all expenses incurred	2022-03-31	$64,030
Benefits paid (including direct rollovers)	2022-03-31	$55,000
Total plan assets at end of year	2022-03-31	$4,361,430
Total plan assets at beginning of year	2022-03-31	$3,425,753
Value of fidelity bond covering the plan	2022-03-31	$500,000
Total contributions received or receivable from participants	2022-03-31	$69,760
Assets. Value of loans (other than to participants)	2022-03-31	$418,986
Contributions received from other sources (not participants or employers)	2022-03-31	$49,000
Other income received	2022-03-31	$749,947
Net income (gross income less expenses)	2022-03-31	$935,677
Net plan assets at end of year (total assets less liabilities)	2022-03-31	$4,361,430
Net plan assets at beginning of year (total assets less liabilities)	2022-03-31	$3,425,753
Total contributions received or receivable from employer(s)	2022-03-31	$131,000
Expenses. Administrative service providers (salaries,fees and commissions)	2022-03-31	$9,030
2021 : HERZER FINANCIAL SERVICES, INC. PROFIT SHARING/401(K) PLAN 2021 401k financial data
Total income from all sources	2021-03-31	$1,606,251
Expenses. Total of all expenses incurred	2021-03-31	$1,012,757
Benefits paid (including direct rollovers)	2021-03-31	$1,005,000
Total plan assets at end of year	2021-03-31	$3,425,753
Total plan assets at beginning of year	2021-03-31	$2,832,259
Value of fidelity bond covering the plan	2021-03-31	$500,000
Total contributions received or receivable from participants	2021-03-31	$62,760
Assets. Value of loans (other than to participants)	2021-03-31	$1,061,754
Contributions received from other sources (not participants or employers)	2021-03-31	$49,000
Other income received	2021-03-31	$1,381,943
Net income (gross income less expenses)	2021-03-31	$593,494
Net plan assets at end of year (total assets less liabilities)	2021-03-31	$3,425,753
Net plan assets at beginning of year (total assets less liabilities)	2021-03-31	$2,832,259
Total contributions received or receivable from employer(s)	2021-03-31	$161,548
Expenses. Administrative service providers (salaries,fees and commissions)	2021-03-31	$7,757
2019 : HERZER FINANCIAL SERVICES, INC. PROFIT SHARING/401(K) PLAN 2019 401k financial data
Total plan liabilities at end of year	2019-03-31	$0
Total plan liabilities at beginning of year	2019-03-31	$0
Total income from all sources	2019-03-31	$504,731
Expenses. Total of all expenses incurred	2019-03-31	$161,034
Benefits paid (including direct rollovers)	2019-03-31	$154,000
Total plan assets at end of year	2019-03-31	$2,540,613
Total plan assets at beginning of year	2019-03-31	$2,196,916
Value of fidelity bond covering the plan	2019-03-31	$150,000
Total contributions received or receivable from participants	2019-03-31	$56,080
Assets. Value of loans (other than to participants)	2019-03-31	$1,066,065
Expenses. Other expenses not covered elsewhere	2019-03-31	$0
Contributions received from other sources (not participants or employers)	2019-03-31	$153,551
Other income received	2019-03-31	$111,492
Noncash contributions received	2019-03-31	$0
Net income (gross income less expenses)	2019-03-31	$343,697
Net plan assets at end of year (total assets less liabilities)	2019-03-31	$2,540,613
Net plan assets at beginning of year (total assets less liabilities)	2019-03-31	$2,196,916
Total contributions received or receivable from employer(s)	2019-03-31	$183,608
Value of certain deemed distributions of participant loans	2019-03-31	$0
Value of corrective distributions	2019-03-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2019-03-31	$7,034
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-03-31	$0
2018 : HERZER FINANCIAL SERVICES, INC. PROFIT SHARING/401(K) PLAN 2018 401k financial data
Total plan liabilities at end of year	2018-03-31	$0
Total plan liabilities at beginning of year	2018-03-31	$0
Total income from all sources	2018-03-31	$333,996
Expenses. Total of all expenses incurred	2018-03-31	$0
Total plan assets at end of year	2018-03-31	$2,196,916
Total plan assets at beginning of year	2018-03-31	$1,862,920
Value of fidelity bond covering the plan	2018-03-31	$150,000
Total contributions received or receivable from participants	2018-03-31	$53,800
Assets. Value of loans (other than to participants)	2018-03-31	$1,244,652
Contributions received from other sources (not participants or employers)	2018-03-31	$223,285
Other income received	2018-03-31	$47,462
Net income (gross income less expenses)	2018-03-31	$333,996
Net plan assets at end of year (total assets less liabilities)	2018-03-31	$2,196,916
Net plan assets at beginning of year (total assets less liabilities)	2018-03-31	$1,862,920
Total contributions received or receivable from employer(s)	2018-03-31	$9,449
2017 : HERZER FINANCIAL SERVICES, INC. PROFIT SHARING/401(K) PLAN 2017 401k financial data
Transfers to/from the plan	2017-03-31	$0
Total plan liabilities at end of year	2017-03-31	$0
Total plan liabilities at beginning of year	2017-03-31	$0
Total income from all sources	2017-03-31	$-53,147
Expenses. Total of all expenses incurred	2017-03-31	$2,136
Benefits paid (including direct rollovers)	2017-03-31	$0
Total plan assets at end of year	2017-03-31	$1,580,065
Total plan assets at beginning of year	2017-03-31	$1,635,348
Value of fidelity bond covering the plan	2017-03-31	$50,000
Total contributions received or receivable from participants	2017-03-31	$1,200
Assets. Value of loans (other than to participants)	2017-03-31	$613,811
Expenses. Other expenses not covered elsewhere	2017-03-31	$0
Contributions received from other sources (not participants or employers)	2017-03-31	$0
Other income received	2017-03-31	$107,854
Noncash contributions received	2017-03-31	$0
Net income (gross income less expenses)	2017-03-31	$-55,283
Net plan assets at end of year (total assets less liabilities)	2017-03-31	$1,580,065
Net plan assets at beginning of year (total assets less liabilities)	2017-03-31	$1,635,348
Total contributions received or receivable from employer(s)	2017-03-31	$0
Value of certain deemed distributions of participant loans	2017-03-31	$0
Value of corrective distributions	2017-03-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2017-03-31	$2,136
2016 : HERZER FINANCIAL SERVICES, INC. PROFIT SHARING/401(K) PLAN 2016 401k financial data
Transfers to/from the plan	2016-12-31	$0
Total plan liabilities at end of year	2016-12-31	$0
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$268,823
Expenses. Total of all expenses incurred	2016-12-31	$7,649
Benefits paid (including direct rollovers)	2016-12-31	$0
Total plan assets at end of year	2016-12-31	$1,635,348
Total plan assets at beginning of year	2016-12-31	$1,374,174
Value of fidelity bond covering the plan	2016-12-31	$150,000
Total contributions received or receivable from participants	2016-12-31	$48,800
Assets. Value of loans (other than to participants)	2016-12-31	$896,971
Expenses. Other expenses not covered elsewhere	2016-12-31	$0
Contributions received from other sources (not participants or employers)	2016-12-31	$0
Other income received	2016-12-31	$163,740
Noncash contributions received	2016-12-31	$0
Net income (gross income less expenses)	2016-12-31	$261,174
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$1,635,348
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$1,374,174
Total contributions received or receivable from employer(s)	2016-12-31	$56,283
Value of certain deemed distributions of participant loans	2016-12-31	$0
Value of corrective distributions	2016-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$7,649
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : HERZER FINANCIAL SERVICES, INC. PROFIT SHARING/401(K) PLAN 2015 401k financial data
Transfers to/from the plan	2015-12-31	$0
Total plan liabilities at end of year	2015-12-31	$0
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$215,083
Expenses. Total of all expenses incurred	2015-12-31	$0
Benefits paid (including direct rollovers)	2015-12-31	$0
Total plan assets at end of year	2015-12-31	$1,374,174
Total plan assets at beginning of year	2015-12-31	$1,159,091
Value of fidelity bond covering the plan	2015-12-31	$150,000
Total contributions received or receivable from participants	2015-12-31	$48,800
Assets. Value of loans (other than to participants)	2015-12-31	$263,835
Expenses. Other expenses not covered elsewhere	2015-12-31	$0
Contributions received from other sources (not participants or employers)	2015-12-31	$98,420
Other income received	2015-12-31	$11,580
Noncash contributions received	2015-12-31	$0
Net income (gross income less expenses)	2015-12-31	$215,083
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$1,374,174
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$1,159,091
Total contributions received or receivable from employer(s)	2015-12-31	$56,283
Value of certain deemed distributions of participant loans	2015-12-31	$0
Value of corrective distributions	2015-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : HERZER FINANCIAL SERVICES, INC. PROFIT SHARING/401(K) PLAN 2014 401k financial data
Transfers to/from the plan	2014-12-31	$0
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$200,339
Expenses. Total of all expenses incurred	2014-12-31	$0
Benefits paid (including direct rollovers)	2014-12-31	$0
Total plan assets at end of year	2014-12-31	$1,159,091
Total plan assets at beginning of year	2014-12-31	$958,752
Value of fidelity bond covering the plan	2014-12-31	$50,000
Total contributions received or receivable from participants	2014-12-31	$4,800
Assets. Value of loans (other than to participants)	2014-12-31	$194,733
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$195,539
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$200,339
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,159,091
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$958,752
Total contributions received or receivable from employer(s)	2014-12-31	$0
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : HERZER FINANCIAL SERVICES, INC. PROFIT SHARING/401(K) PLAN 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
Total plan liabilities at end of year	2013-12-31	$0
Total plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$55,345
Expenses. Total of all expenses incurred	2013-12-31	$0
Benefits paid (including direct rollovers)	2013-12-31	$0
Total plan assets at end of year	2013-12-31	$958,752
Total plan assets at beginning of year	2013-12-31	$903,407
Value of fidelity bond covering the plan	2013-12-31	$50,000
Total contributions received or receivable from participants	2013-12-31	$48,800
Assets. Value of loans (other than to participants)	2013-12-31	$85,000
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$6,545
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$55,345
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$958,752
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$903,407
Total contributions received or receivable from employer(s)	2013-12-31	$0
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$0
2012 : HERZER FINANCIAL SERVICES, INC. PROFIT SHARING/401(K) PLAN 2012 401k financial data
Transfers to/from the plan	2012-12-31	$0
Total plan liabilities at end of year	2012-12-31	$0
Total plan liabilities at beginning of year	2012-12-31	$0
Total income from all sources	2012-12-31	$193,811
Expenses. Total of all expenses incurred	2012-12-31	$48
Benefits paid (including direct rollovers)	2012-12-31	$0
Total plan assets at end of year	2012-12-31	$903,407
Total plan assets at beginning of year	2012-12-31	$709,644
Value of fidelity bond covering the plan	2012-12-31	$50,000
Total contributions received or receivable from participants	2012-12-31	$48,025
Assets. Value of loans (other than to participants)	2012-12-31	$87,617
Expenses. Other expenses not covered elsewhere	2012-12-31	$48
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$41,038
Noncash contributions received	2012-12-31	$0
Net income (gross income less expenses)	2012-12-31	$193,763
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$903,407
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$709,644
Total contributions received or receivable from employer(s)	2012-12-31	$104,748
Value of certain deemed distributions of participant loans	2012-12-31	$0
Value of corrective distributions	2012-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : HERZER FINANCIAL SERVICES, INC. PROFIT SHARING/401(K) PLAN 2011 401k financial data
Transfers to/from the plan	2011-12-31	$0
Total plan liabilities at end of year	2011-12-31	$0
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$2,783
Expenses. Total of all expenses incurred	2011-12-31	$0
Benefits paid (including direct rollovers)	2011-12-31	$0
Total plan assets at end of year	2011-12-31	$709,644
Total plan assets at beginning of year	2011-12-31	$706,861
Value of fidelity bond covering the plan	2011-12-31	$50,000
Total contributions received or receivable from participants	2011-12-31	$38,500
Assets. Value of loans (other than to participants)	2011-12-31	$199,065
Expenses. Other expenses not covered elsewhere	2011-12-31	$0
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$-40,974
Noncash contributions received	2011-12-31	$0
Net income (gross income less expenses)	2011-12-31	$2,783
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$709,644
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$706,861
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year	2011-12-31	$98,131
Total contributions received or receivable from employer(s)	2011-12-31	$5,257
Value of certain deemed distributions of participant loans	2011-12-31	$0
Value of corrective distributions	2011-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$0
2010 : HERZER FINANCIAL SERVICES, INC. PROFIT SHARING/401(K) PLAN 2010 401k financial data
Transfers to/from the plan	2010-12-31	$0
Total plan liabilities at end of year	2010-12-31	$0
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$45,708
Expenses. Total of all expenses incurred	2010-12-31	$0
Benefits paid (including direct rollovers)	2010-12-31	$0
Total plan assets at end of year	2010-12-31	$706,861
Total plan assets at beginning of year	2010-12-31	$661,153
Value of fidelity bond covering the plan	2010-12-31	$50,000
Total contributions received or receivable from participants	2010-12-31	$0
Assets. Value of loans (other than to participants)	2010-12-31	$250,000
Expenses. Other expenses not covered elsewhere	2010-12-31	$0
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$45,708
Noncash contributions received	2010-12-31	$0
Net income (gross income less expenses)	2010-12-31	$45,708
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$706,861
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$661,153
Total contributions received or receivable from employer(s)	2010-12-31	$0
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$0
2009 : HERZER FINANCIAL SERVICES, INC. PROFIT SHARING/401(K) 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 HERZER FINANCIAL SERVICES, INC. PROFIT SHARING/401(K) PLAN

2023: HERZER FINANCIAL SERVICES, INC. PROFIT SHARING/401(K) PLAN 2023 form 5500 responses
2023-04-01	Type of plan entity	Single employer plan
2023-04-01	This submission is the final filing	Yes
2023-04-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2023-04-01	Plan funding arrangement – Trust	Yes
2023-04-01	Plan benefit arrangement - Trust	Yes
2022: HERZER FINANCIAL SERVICES, INC. PROFIT SHARING/401(K) PLAN 2022 form 5500 responses
2022-04-01	Type of plan entity	Single employer plan
2022-04-01	Plan funding arrangement – Trust	Yes
2022-04-01	Plan benefit arrangement - Trust	Yes
2021: HERZER FINANCIAL SERVICES, INC. PROFIT SHARING/401(K) PLAN 2021 form 5500 responses
2021-04-01	Type of plan entity	Single employer plan
2021-04-01	Plan funding arrangement – Trust	Yes
2021-04-01	Plan benefit arrangement - Trust	Yes
2020: HERZER FINANCIAL SERVICES, INC. PROFIT SHARING/401(K) PLAN 2020 form 5500 responses
2020-04-01	Type of plan entity	Single employer plan
2020-04-01	Submission has been amended	Yes
2020-04-01	Plan funding arrangement – Trust	Yes
2020-04-01	Plan benefit arrangement - Trust	Yes
2018: HERZER FINANCIAL SERVICES, INC. PROFIT SHARING/401(K) PLAN 2018 form 5500 responses
2018-04-01	Type of plan entity	Single employer plan
2018-04-01	Submission has been amended	No
2018-04-01	This submission is the final filing	No
2018-04-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-04-01	Plan is a collectively bargained plan	No
2018-04-01	Plan funding arrangement – Trust	Yes
2018-04-01	Plan benefit arrangement - Trust	Yes
2017: HERZER FINANCIAL SERVICES, INC. PROFIT SHARING/401(K) PLAN 2017 form 5500 responses
2017-04-01	Type of plan entity	Single employer plan
2017-04-01	Submission has been amended	No
2017-04-01	This submission is the final filing	No
2017-04-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-04-01	Plan is a collectively bargained plan	No
2017-04-01	Plan funding arrangement – Trust	Yes
2017-04-01	Plan benefit arrangement - Trust	Yes
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	Yes
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)	Yes
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: HERZER FINANCIAL SERVICES, INC. PROFIT SHARING/401(K) 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 – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: HERZER FINANCIAL SERVICES, INC. PROFIT SHARING/401(K) 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 – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: HERZER FINANCIAL SERVICES, INC. PROFIT SHARING/401(K) 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 – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: HERZER FINANCIAL SERVICES, INC. PROFIT SHARING/401(K) 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 – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: HERZER FINANCIAL SERVICES, INC. PROFIT SHARING/401(K) 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 – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: HERZER FINANCIAL SERVICES, INC. PROFIT SHARING/401(K) PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	Yes
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 – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: HERZER FINANCIAL SERVICES, INC. PROFIT SHARING/401(K) PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: HERZER FINANCIAL SERVICES, INC. PROFIT SHARING/401(K) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	Yes
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 – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	HERZER FINANCIAL SERVICES, INC.
Employer identification number (EIN):	942162418
NAIC Classification:	523900