401k Plan data: HR & A PROFIT SHARING PLAN plan

HR & A PROFIT SHARING PLAN 401k Plan overview

Plan Name	HR & A PROFIT SHARING PLAN
Plan identification number	002

HR & A PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
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

HAMILTON RABINOVITZ & ASSOCIATES, INC. has sponsored the creation of one or more 401k plans.

Company Name: HAMILTON RABINOVITZ & ASSOCIATES, INC.

Employer identification number (EIN): 942360125

NAIC Classification: 541600

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HR & A PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-07-01
002 2021-07-01
002 2020-07-01 FRANCINE F. RABINOVITZ 2022-01-07
002 2019-07-01 FRANCINE RABINOVITZ 2020-10-04 EDWARD K. HAMILTON 2020-10-04
002 2018-07-01 FRANCINE RABINOVITZ 2019-12-19 EDWARD K. HAMILTON 2019-12-19
002 2017-07-01
002 2016-07-01
002 2015-07-01
002 2014-07-01
002 2013-07-01 FRANCINE RABINOVITZ
002 2012-07-01 FRANCINE RABINOVITZ
002 2011-07-01 FRANCINE RABINOVITZ
002 2010-07-01 FRANCINE RABINOVITZ
002 2009-07-01 FRANCINE RABINOVITZ

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2022-07-01
002	2021-07-01
002	2020-07-01	FRANCINE F. RABINOVITZ	2022-01-07
002	2019-07-01	FRANCINE RABINOVITZ	2020-10-04	EDWARD K. HAMILTON	2020-10-04
002	2018-07-01	FRANCINE RABINOVITZ	2019-12-19	EDWARD K. HAMILTON	2019-12-19
002	2017-07-01
002	2016-07-01
002	2015-07-01
002	2014-07-01
002	2013-07-01	FRANCINE RABINOVITZ
002	2012-07-01	FRANCINE RABINOVITZ
002	2011-07-01	FRANCINE RABINOVITZ
002	2010-07-01	FRANCINE RABINOVITZ
002	2009-07-01	FRANCINE RABINOVITZ

Plan Statistics for HR & A PROFIT SHARING PLAN

401k plan membership statisitcs for HR & A PROFIT SHARING PLAN

Measure Date Value
2020: HR & A PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-07-01 5
Total number of active participants reported on line 7a of the Form 5500 2020-07-01 2
Number of retired or separated participants receiving benefits 2020-07-01 0
Number of other retired or separated participants entitled to future benefits 2020-07-01 3
Total of all active and inactive participants 2020-07-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-07-01 0
Total participants 2020-07-01 5
Number of participants with account balances 2020-07-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-07-01 0
2019: HR & A PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-07-01 5
Total number of active participants reported on line 7a of the Form 5500 2019-07-01 2
Number of retired or separated participants receiving benefits 2019-07-01 0
Number of other retired or separated participants entitled to future benefits 2019-07-01 3
Total of all active and inactive participants 2019-07-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-07-01 0
Total participants 2019-07-01 5
Number of participants with account balances 2019-07-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-07-01 0
2018: HR & A PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-07-01 6
Total number of active participants reported on line 7a of the Form 5500 2018-07-01 3
Number of retired or separated participants receiving benefits 2018-07-01 0
Number of other retired or separated participants entitled to future benefits 2018-07-01 2
Total of all active and inactive participants 2018-07-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-07-01 0
Total participants 2018-07-01 5
Number of participants with account balances 2018-07-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-07-01 0
2017: HR & A PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-07-01 6
Total number of active participants reported on line 7a of the Form 5500 2017-07-01 4
Number of retired or separated participants receiving benefits 2017-07-01 0
Number of other retired or separated participants entitled to future benefits 2017-07-01 2
Total of all active and inactive participants 2017-07-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-07-01 0
Total participants 2017-07-01 6
Number of participants with account balances 2017-07-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-07-01 0
2016: HR & A PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-07-01 6
Total number of active participants reported on line 7a of the Form 5500 2016-07-01 5
Number of retired or separated participants receiving benefits 2016-07-01 0
Number of other retired or separated participants entitled to future benefits 2016-07-01 1
Total of all active and inactive participants 2016-07-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-07-01 0
Total participants 2016-07-01 6
Number of participants with account balances 2016-07-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-07-01 0
2015: HR & A PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-07-01 6
Total number of active participants reported on line 7a of the Form 5500 2015-07-01 5
Number of retired or separated participants receiving benefits 2015-07-01 0
Number of other retired or separated participants entitled to future benefits 2015-07-01 1
Total of all active and inactive participants 2015-07-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-07-01 0
Total participants 2015-07-01 6
Number of participants with account balances 2015-07-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-07-01 0
2014: HR & A PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-07-01 6
Total number of active participants reported on line 7a of the Form 5500 2014-07-01 5
Number of retired or separated participants receiving benefits 2014-07-01 0
Number of other retired or separated participants entitled to future benefits 2014-07-01 1
Total of all active and inactive participants 2014-07-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-07-01 0
Total participants 2014-07-01 6
Number of participants with account balances 2014-07-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-07-01 0
2013: HR & A PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-07-01 6
Total number of active participants reported on line 7a of the Form 5500 2013-07-01 5
Number of retired or separated participants receiving benefits 2013-07-01 0
Number of other retired or separated participants entitled to future benefits 2013-07-01 1
Total of all active and inactive participants 2013-07-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-07-01 0
Total participants 2013-07-01 6
Number of participants with account balances 2013-07-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-07-01 0
2012: HR & A PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-07-01 10
Total number of active participants reported on line 7a of the Form 5500 2012-07-01 5
Number of retired or separated participants receiving benefits 2012-07-01 0
Number of other retired or separated participants entitled to future benefits 2012-07-01 1
Total of all active and inactive participants 2012-07-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-07-01 0
Total participants 2012-07-01 6
Number of participants with account balances 2012-07-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-07-01 0
2011: HR & A PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-07-01 10
Total number of active participants reported on line 7a of the Form 5500 2011-07-01 5
Number of retired or separated participants receiving benefits 2011-07-01 0
Number of other retired or separated participants entitled to future benefits 2011-07-01 5
Total of all active and inactive participants 2011-07-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-07-01 0
Total participants 2011-07-01 10
Number of participants with account balances 2011-07-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-07-01 0
2010: HR & A PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-07-01 10
Total number of active participants reported on line 7a of the Form 5500 2010-07-01 5
Number of retired or separated participants receiving benefits 2010-07-01 0
Number of other retired or separated participants entitled to future benefits 2010-07-01 5
Total of all active and inactive participants 2010-07-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-07-01 0
Total participants 2010-07-01 10
Number of participants with account balances 2010-07-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-07-01 0
2009: HR & A PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-07-01 11
Total number of active participants reported on line 7a of the Form 5500 2009-07-01 5
Number of retired or separated participants receiving benefits 2009-07-01 0
Number of other retired or separated participants entitled to future benefits 2009-07-01 5
Total of all active and inactive participants 2009-07-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-07-01 0
Total participants 2009-07-01 10
Number of participants with account balances 2009-07-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-07-01 0

Measure	Date	Value
2020: HR & A PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-07-01	5
Total number of active participants reported on line 7a of the Form 5500	2020-07-01	2
Number of retired or separated participants receiving benefits	2020-07-01	0
Number of other retired or separated participants entitled to future benefits	2020-07-01	3
Total of all active and inactive participants	2020-07-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-07-01	0
Total participants	2020-07-01	5
Number of participants with account balances	2020-07-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-07-01	0
2019: HR & A PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-07-01	5
Total number of active participants reported on line 7a of the Form 5500	2019-07-01	2
Number of retired or separated participants receiving benefits	2019-07-01	0
Number of other retired or separated participants entitled to future benefits	2019-07-01	3
Total of all active and inactive participants	2019-07-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-07-01	0
Total participants	2019-07-01	5
Number of participants with account balances	2019-07-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-07-01	0
2018: HR & A PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-07-01	6
Total number of active participants reported on line 7a of the Form 5500	2018-07-01	3
Number of retired or separated participants receiving benefits	2018-07-01	0
Number of other retired or separated participants entitled to future benefits	2018-07-01	2
Total of all active and inactive participants	2018-07-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-07-01	0
Total participants	2018-07-01	5
Number of participants with account balances	2018-07-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-07-01	0
2017: HR & A PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-07-01	6
Total number of active participants reported on line 7a of the Form 5500	2017-07-01	4
Number of retired or separated participants receiving benefits	2017-07-01	0
Number of other retired or separated participants entitled to future benefits	2017-07-01	2
Total of all active and inactive participants	2017-07-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-07-01	0
Total participants	2017-07-01	6
Number of participants with account balances	2017-07-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-07-01	0
2016: HR & A PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-07-01	6
Total number of active participants reported on line 7a of the Form 5500	2016-07-01	5
Number of retired or separated participants receiving benefits	2016-07-01	0
Number of other retired or separated participants entitled to future benefits	2016-07-01	1
Total of all active and inactive participants	2016-07-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-07-01	0
Total participants	2016-07-01	6
Number of participants with account balances	2016-07-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-07-01	0
2015: HR & A PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-07-01	6
Total number of active participants reported on line 7a of the Form 5500	2015-07-01	5
Number of retired or separated participants receiving benefits	2015-07-01	0
Number of other retired or separated participants entitled to future benefits	2015-07-01	1
Total of all active and inactive participants	2015-07-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-07-01	0
Total participants	2015-07-01	6
Number of participants with account balances	2015-07-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-07-01	0
2014: HR & A PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-07-01	6
Total number of active participants reported on line 7a of the Form 5500	2014-07-01	5
Number of retired or separated participants receiving benefits	2014-07-01	0
Number of other retired or separated participants entitled to future benefits	2014-07-01	1
Total of all active and inactive participants	2014-07-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-07-01	0
Total participants	2014-07-01	6
Number of participants with account balances	2014-07-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-07-01	0
2013: HR & A PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-07-01	6
Total number of active participants reported on line 7a of the Form 5500	2013-07-01	5
Number of retired or separated participants receiving benefits	2013-07-01	0
Number of other retired or separated participants entitled to future benefits	2013-07-01	1
Total of all active and inactive participants	2013-07-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-07-01	0
Total participants	2013-07-01	6
Number of participants with account balances	2013-07-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-07-01	0
2012: HR & A PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-07-01	10
Total number of active participants reported on line 7a of the Form 5500	2012-07-01	5
Number of retired or separated participants receiving benefits	2012-07-01	0
Number of other retired or separated participants entitled to future benefits	2012-07-01	1
Total of all active and inactive participants	2012-07-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-07-01	0
Total participants	2012-07-01	6
Number of participants with account balances	2012-07-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-07-01	0
2011: HR & A PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-07-01	10
Total number of active participants reported on line 7a of the Form 5500	2011-07-01	5
Number of retired or separated participants receiving benefits	2011-07-01	0
Number of other retired or separated participants entitled to future benefits	2011-07-01	5
Total of all active and inactive participants	2011-07-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-07-01	0
Total participants	2011-07-01	10
Number of participants with account balances	2011-07-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-07-01	0
2010: HR & A PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-07-01	10
Total number of active participants reported on line 7a of the Form 5500	2010-07-01	5
Number of retired or separated participants receiving benefits	2010-07-01	0
Number of other retired or separated participants entitled to future benefits	2010-07-01	5
Total of all active and inactive participants	2010-07-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-07-01	0
Total participants	2010-07-01	10
Number of participants with account balances	2010-07-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-07-01	0
2009: HR & A PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-07-01	11
Total number of active participants reported on line 7a of the Form 5500	2009-07-01	5
Number of retired or separated participants receiving benefits	2009-07-01	0
Number of other retired or separated participants entitled to future benefits	2009-07-01	5
Total of all active and inactive participants	2009-07-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-07-01	0
Total participants	2009-07-01	10
Number of participants with account balances	2009-07-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-07-01	0

Financial Data on HR & A PROFIT SHARING PLAN

Measure	Date	Value
2021 : HR & A PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources	2021-06-30	$1,078,537
Expenses. Total of all expenses incurred	2021-06-30	$6,700
Total plan assets at end of year	2021-06-30	$6,526,959
Total plan assets at beginning of year	2021-06-30	$5,455,122
Value of fidelity bond covering the plan	2021-06-30	$500,000
Other income received	2021-06-30	$1,078,537
Net income (gross income less expenses)	2021-06-30	$1,071,837
Net plan assets at end of year (total assets less liabilities)	2021-06-30	$6,526,959
Net plan assets at beginning of year (total assets less liabilities)	2021-06-30	$5,455,122
Assets. Value of assets in partnership/joint-venture interests	2021-06-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2021-06-30	$6,700
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-06-30	$0
2020 : HR & A PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources	2020-06-30	$79,979
Expenses. Total of all expenses incurred	2020-06-30	$5,450
Total plan assets at end of year	2020-06-30	$5,455,122
Total plan assets at beginning of year	2020-06-30	$5,380,593
Value of fidelity bond covering the plan	2020-06-30	$500,000
Other income received	2020-06-30	$79,979
Net income (gross income less expenses)	2020-06-30	$74,529
Net plan assets at end of year (total assets less liabilities)	2020-06-30	$5,455,122
Net plan assets at beginning of year (total assets less liabilities)	2020-06-30	$5,380,593
Assets. Value of assets in partnership/joint-venture interests	2020-06-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2020-06-30	$5,450
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-06-30	$0
2019 : HR & A PROFIT SHARING PLAN 2019 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-06-30	$0
2018 : HR & A PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources	2018-06-30	$437,903
Expenses. Total of all expenses incurred	2018-06-30	$217,609
Benefits paid (including direct rollovers)	2018-06-30	$211,667
Total plan assets at end of year	2018-06-30	$6,008,268
Total plan assets at beginning of year	2018-06-30	$5,787,974
Value of fidelity bond covering the plan	2018-06-30	$500,000
Other income received	2018-06-30	$356,871
Net income (gross income less expenses)	2018-06-30	$220,294
Net plan assets at end of year (total assets less liabilities)	2018-06-30	$6,008,268
Net plan assets at beginning of year (total assets less liabilities)	2018-06-30	$5,787,974
Assets. Value of assets in partnership/joint-venture interests	2018-06-30	$20,671
Total contributions received or receivable from employer(s)	2018-06-30	$81,032
Expenses. Administrative service providers (salaries,fees and commissions)	2018-06-30	$5,942
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-06-30	$0
2017 : HR & A PROFIT SHARING PLAN 2017 401k financial data
Total plan liabilities at end of year	2017-06-30	$0
Total plan liabilities at beginning of year	2017-06-30	$0
Total income from all sources	2017-06-30	$583,435
Expenses. Total of all expenses incurred	2017-06-30	$210,379
Benefits paid (including direct rollovers)	2017-06-30	$204,129
Total plan assets at end of year	2017-06-30	$5,787,974
Total plan assets at beginning of year	2017-06-30	$5,414,918
Value of fidelity bond covering the plan	2017-06-30	$500,000
Other income received	2017-06-30	$456,941
Net income (gross income less expenses)	2017-06-30	$373,056
Net plan assets at end of year (total assets less liabilities)	2017-06-30	$5,787,974
Net plan assets at beginning of year (total assets less liabilities)	2017-06-30	$5,414,918
Assets. Value of assets in partnership/joint-venture interests	2017-06-30	$18,893
Total contributions received or receivable from employer(s)	2017-06-30	$126,494
Expenses. Administrative service providers (salaries,fees and commissions)	2017-06-30	$6,250
2016 : HR & A PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources	2016-06-30	$218,362
Expenses. Total of all expenses incurred	2016-06-30	$207,081
Benefits paid (including direct rollovers)	2016-06-30	$198,492
Total plan assets at end of year	2016-06-30	$5,414,918
Total plan assets at beginning of year	2016-06-30	$5,403,637
Value of fidelity bond covering the plan	2016-06-30	$500,000
Other income received	2016-06-30	$93,871
Net income (gross income less expenses)	2016-06-30	$11,281
Net plan assets at end of year (total assets less liabilities)	2016-06-30	$5,414,918
Net plan assets at beginning of year (total assets less liabilities)	2016-06-30	$5,403,637
Assets. Value of assets in partnership/joint-venture interests	2016-06-30	$7,785
Total contributions received or receivable from employer(s)	2016-06-30	$124,491
Expenses. Administrative service providers (salaries,fees and commissions)	2016-06-30	$8,589
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-06-30	$0
2015 : HR & A PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-06-30	$187,175
Expenses. Total of all expenses incurred	2015-06-30	$180,264
Benefits paid (including direct rollovers)	2015-06-30	$174,022
Total plan assets at end of year	2015-06-30	$5,403,637
Total plan assets at beginning of year	2015-06-30	$5,396,726
Value of fidelity bond covering the plan	2015-06-30	$500,000
Other income received	2015-06-30	$62,773
Net income (gross income less expenses)	2015-06-30	$6,911
Net plan assets at end of year (total assets less liabilities)	2015-06-30	$5,403,637
Net plan assets at beginning of year (total assets less liabilities)	2015-06-30	$5,396,726
Assets. Value of assets in partnership/joint-venture interests	2015-06-30	$12,346
Total contributions received or receivable from employer(s)	2015-06-30	$124,402
Expenses. Administrative service providers (salaries,fees and commissions)	2015-06-30	$6,242
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-06-30	$0
2014 : HR & A PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-06-30	$670,337
Expenses. Total of all expenses incurred	2014-06-30	$164,906
Benefits paid (including direct rollovers)	2014-06-30	$158,053
Total plan assets at end of year	2014-06-30	$5,396,726
Total plan assets at beginning of year	2014-06-30	$4,891,295
Value of fidelity bond covering the plan	2014-06-30	$500,000
Expenses. Other expenses not covered elsewhere	2014-06-30	$963
Other income received	2014-06-30	$548,083
Net income (gross income less expenses)	2014-06-30	$505,431
Net plan assets at end of year (total assets less liabilities)	2014-06-30	$5,396,726
Net plan assets at beginning of year (total assets less liabilities)	2014-06-30	$4,891,295
Assets. Value of assets in partnership/joint-venture interests	2014-06-30	$35,338
Total contributions received or receivable from employer(s)	2014-06-30	$122,254
Expenses. Administrative service providers (salaries,fees and commissions)	2014-06-30	$5,890
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-06-30	$0
2013 : HR & A PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-06-30	$455,433
Expenses. Total of all expenses incurred	2013-06-30	$425,667
Benefits paid (including direct rollovers)	2013-06-30	$418,557
Total plan assets at end of year	2013-06-30	$4,891,295
Total plan assets at beginning of year	2013-06-30	$4,861,529
Value of fidelity bond covering the plan	2013-06-30	$500,000
Expenses. Other expenses not covered elsewhere	2013-06-30	$21
Other income received	2013-06-30	$340,941
Net income (gross income less expenses)	2013-06-30	$29,766
Net plan assets at end of year (total assets less liabilities)	2013-06-30	$4,891,295
Net plan assets at beginning of year (total assets less liabilities)	2013-06-30	$4,861,529
Assets. Value of assets in partnership/joint-venture interests	2013-06-30	$25,146
Total contributions received or receivable from employer(s)	2013-06-30	$114,492
Expenses. Administrative service providers (salaries,fees and commissions)	2013-06-30	$7,089
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-06-30	$0
2012 : HR & A PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-06-30	$195,822
Expenses. Total of all expenses incurred	2012-06-30	$140,836
Benefits paid (including direct rollovers)	2012-06-30	$134,536
Total plan assets at end of year	2012-06-30	$4,861,529
Total plan assets at beginning of year	2012-06-30	$4,806,543
Value of fidelity bond covering the plan	2012-06-30	$500,000
Expenses. Other expenses not covered elsewhere	2012-06-30	$25
Other income received	2012-06-30	$79,034
Net income (gross income less expenses)	2012-06-30	$54,986
Net plan assets at end of year (total assets less liabilities)	2012-06-30	$4,861,529
Net plan assets at beginning of year (total assets less liabilities)	2012-06-30	$4,806,543
Assets. Value of assets in partnership/joint-venture interests	2012-06-30	$8,400
Total contributions received or receivable from employer(s)	2012-06-30	$116,788
Expenses. Administrative service providers (salaries,fees and commissions)	2012-06-30	$6,275
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-06-30	$0
2011 : HR & A PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-06-30	$641,517
Expenses. Total of all expenses incurred	2011-06-30	$69,700
Benefits paid (including direct rollovers)	2011-06-30	$63,149
Total plan assets at end of year	2011-06-30	$4,806,543
Total plan assets at beginning of year	2011-06-30	$4,234,726
Value of fidelity bond covering the plan	2011-06-30	$500,000
Other income received	2011-06-30	$528,040
Net income (gross income less expenses)	2011-06-30	$571,817
Net plan assets at end of year (total assets less liabilities)	2011-06-30	$4,806,543
Net plan assets at beginning of year (total assets less liabilities)	2011-06-30	$4,234,726
Assets. Value of assets in partnership/joint-venture interests	2011-06-30	$8,220
Total contributions received or receivable from employer(s)	2011-06-30	$113,477
Expenses. Administrative service providers (salaries,fees and commissions)	2011-06-30	$6,551
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-06-30	$0
2010 : HR & A PROFIT SHARING PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-06-30	$0

Form 5500 Responses for HR & A PROFIT SHARING PLAN

2020: HR & A PROFIT SHARING PLAN 2020 form 5500 responses
2020-07-01	Type of plan entity	Single employer plan
2020-07-01	Submission has been amended	No
2020-07-01	This submission is the final filing	No
2020-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-07-01	Plan is a collectively bargained plan	No
2020-07-01	Plan funding arrangement – Trust	Yes
2020-07-01	Plan benefit arrangement - Trust	Yes
2019: HR & A PROFIT SHARING PLAN 2019 form 5500 responses
2019-07-01	Type of plan entity	Single employer plan
2019-07-01	Submission has been amended	No
2019-07-01	This submission is the final filing	No
2019-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-07-01	Plan is a collectively bargained plan	No
2019-07-01	Plan funding arrangement – Trust	Yes
2019-07-01	Plan benefit arrangement - Trust	Yes
2018: HR & A PROFIT SHARING PLAN 2018 form 5500 responses
2018-07-01	Type of plan entity	Single employer plan
2018-07-01	Submission has been amended	No
2018-07-01	This submission is the final filing	No
2018-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-07-01	Plan is a collectively bargained plan	No
2018-07-01	Plan funding arrangement – Trust	Yes
2018-07-01	Plan benefit arrangement - Trust	Yes
2017: HR & A PROFIT SHARING PLAN 2017 form 5500 responses
2017-07-01	Type of plan entity	Single employer plan
2017-07-01	Submission has been amended	No
2017-07-01	This submission is the final filing	No
2017-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-07-01	Plan is a collectively bargained plan	No
2017-07-01	Plan funding arrangement – Trust	Yes
2017-07-01	Plan benefit arrangement - Trust	Yes
2016: HR & A PROFIT SHARING PLAN 2016 form 5500 responses
2016-07-01	Type of plan entity	Single employer plan
2016-07-01	Submission has been amended	No
2016-07-01	This submission is the final filing	No
2016-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-07-01	Plan is a collectively bargained plan	No
2016-07-01	Plan funding arrangement – Trust	Yes
2016-07-01	Plan benefit arrangement - Trust	Yes
2015: HR & A PROFIT SHARING PLAN 2015 form 5500 responses
2015-07-01	Type of plan entity	Single employer plan
2015-07-01	Submission has been amended	No
2015-07-01	This submission is the final filing	No
2015-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-07-01	Plan is a collectively bargained plan	No
2015-07-01	Plan funding arrangement – Trust	Yes
2015-07-01	Plan benefit arrangement - Trust	Yes
2014: HR & A PROFIT SHARING PLAN 2014 form 5500 responses
2014-07-01	Type of plan entity	Single employer plan
2014-07-01	Submission has been amended	No
2014-07-01	This submission is the final filing	No
2014-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-07-01	Plan is a collectively bargained plan	No
2014-07-01	Plan funding arrangement – Trust	Yes
2014-07-01	Plan benefit arrangement - Trust	Yes
2013: HR & A PROFIT SHARING PLAN 2013 form 5500 responses
2013-07-01	Type of plan entity	Single employer plan
2013-07-01	Submission has been amended	No
2013-07-01	This submission is the final filing	No
2013-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-07-01	Plan is a collectively bargained plan	No
2013-07-01	Plan funding arrangement – Trust	Yes
2013-07-01	Plan benefit arrangement - Trust	Yes
2012: HR & A PROFIT SHARING PLAN 2012 form 5500 responses
2012-07-01	Type of plan entity	Single employer plan
2012-07-01	Submission has been amended	No
2012-07-01	This submission is the final filing	No
2012-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-07-01	Plan is a collectively bargained plan	No
2012-07-01	Plan funding arrangement – Trust	Yes
2012-07-01	Plan benefit arrangement - Trust	Yes
2011: HR & A PROFIT SHARING PLAN 2011 form 5500 responses
2011-07-01	Type of plan entity	Single employer plan
2011-07-01	Submission has been amended	No
2011-07-01	This submission is the final filing	No
2011-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-07-01	Plan is a collectively bargained plan	No
2011-07-01	Plan funding arrangement – Trust	Yes
2011-07-01	Plan benefit arrangement - Trust	Yes
2010: HR & A PROFIT SHARING PLAN 2010 form 5500 responses
2010-07-01	Type of plan entity	Single employer plan
2010-07-01	Submission has been amended	No
2010-07-01	This submission is the final filing	No
2010-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-07-01	Plan is a collectively bargained plan	No
2010-07-01	Plan funding arrangement – Trust	Yes
2010-07-01	Plan benefit arrangement - Trust	Yes
2009: HR & A PROFIT SHARING PLAN 2009 form 5500 responses
2009-07-01	Type of plan entity	Single employer plan
2009-07-01	Submission has been amended	No
2009-07-01	This submission is the final filing	No
2009-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-07-01	Plan is a collectively bargained plan	No
2009-07-01	Plan funding arrangement – Trust	Yes
2009-07-01	Plan benefit arrangement - Trust	Yes

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Company Name:	HAMILTON RABINOVITZ & ASSOCIATES, INC.
Employer identification number (EIN):	942360125
NAIC Classification:	541600