401k Plan data: CHARLENE M HOLT SELF EMPLOYED PROFIT SHARING PLAN plan

CHARLENE M HOLT SELF EMPLOYED PROFIT SHARING PLAN 401k Plan overview

Plan Name	CHARLENE M HOLT SELF EMPLOYED PROFIT SHARING PLAN
Plan identification number	002

CHARLENE M HOLT SELF EMPLOYED PROFIT SHARING PLAN Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	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. Plan covering Self-Employed individuals.

401k Sponsoring company profile

DARRELL E HOLT has sponsored the creation of one or more 401k plans.

Company Name: DARRELL E HOLT

Employer identification number (EIN): 953141321

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CHARLENE M HOLT SELF EMPLOYED PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2014-01-01 DARRELL E HOLT
002 2013-01-01 DARRELL E HOLT
002 2012-01-01 DARRELL E HOLT

Plan id#	Filing Submission Date	Name of Administrator
002	2014-01-01	DARRELL E HOLT
002	2013-01-01	DARRELL E HOLT
002	2012-01-01	DARRELL E HOLT

Plan Statistics for CHARLENE M HOLT SELF EMPLOYED PROFIT SHARING PLAN

401k plan membership statisitcs for CHARLENE M HOLT SELF EMPLOYED PROFIT SHARING PLAN

Measure Date Value
2014: CHARLENE M HOLT SELF EMPLOYED PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 1
Total of all active and inactive participants 2014-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 1
Total participants 2014-01-01 1
Number of participants with account balances 2014-01-01 1
2013: CHARLENE M HOLT SELF EMPLOYED PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 3
Total of all active and inactive participants 2013-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 1
Total participants 2013-01-01 1
Number of participants with account balances 2013-01-01 3
2012: CHARLENE M HOLT SELF EMPLOYED PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 1
Total of all active and inactive participants 2012-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 1
Total participants 2012-01-01 2
Number of participants with account balances 2012-01-01 3

Measure	Date	Value
2014: CHARLENE M HOLT SELF EMPLOYED PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	1
Total of all active and inactive participants	2014-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	1
Total participants	2014-01-01	1
Number of participants with account balances	2014-01-01	1
2013: CHARLENE M HOLT SELF EMPLOYED PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	3
Total of all active and inactive participants	2013-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	1
Total participants	2013-01-01	1
Number of participants with account balances	2013-01-01	3
2012: CHARLENE M HOLT SELF EMPLOYED PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	1
Total of all active and inactive participants	2012-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	1
Total participants	2012-01-01	2
Number of participants with account balances	2012-01-01	3

Financial Data on CHARLENE M HOLT SELF EMPLOYED PROFIT SHARING PLAN

Measure	Date	Value
2014 : CHARLENE M HOLT SELF EMPLOYED PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$48,909
Expenses. Total of all expenses incurred	2014-12-31	$343,940
Benefits paid (including direct rollovers)	2014-12-31	$343,140
Total plan assets at end of year	2014-12-31	$318,037
Total plan assets at beginning of year	2014-12-31	$613,068
Value of fidelity bond covering the plan	2014-12-31	$327,000
Expenses. Other expenses not covered elsewhere	2014-12-31	$800
Other income received	2014-12-31	$48,909
Net income (gross income less expenses)	2014-12-31	$-295,031
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$318,037
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$613,068
Assets. Value of assets in partnership/joint-venture interests	2014-12-31	$307,643
2013 : CHARLENE M HOLT SELF EMPLOYED PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$40,384
Expenses. Total of all expenses incurred	2013-12-31	$52,417
Benefits paid (including direct rollovers)	2013-12-31	$52,090
Total plan assets at end of year	2013-12-31	$613,068
Total plan assets at beginning of year	2013-12-31	$625,101
Value of fidelity bond covering the plan	2013-12-31	$327,000
Expenses. Other expenses not covered elsewhere	2013-12-31	$327
Other income received	2013-12-31	$40,384
Net income (gross income less expenses)	2013-12-31	$-12,033
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$613,068
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$625,101
Assets. Value of assets in partnership/joint-venture interests	2013-12-31	$299,250
2012 : CHARLENE M HOLT SELF EMPLOYED PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$33,143
Expenses. Total of all expenses incurred	2012-12-31	$43,095
Benefits paid (including direct rollovers)	2012-12-31	$35,625
Total plan assets at end of year	2012-12-31	$625,101
Total plan assets at beginning of year	2012-12-31	$635,053
Value of fidelity bond covering the plan	2012-12-31	$327,000
Expenses. Other expenses not covered elsewhere	2012-12-31	$7,470
Other income received	2012-12-31	$33,143
Net income (gross income less expenses)	2012-12-31	$-9,952
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$625,101
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$635,053
Assets. Value of assets in partnership/joint-venture interests	2012-12-31	$324,733
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$35,625
Funding deficiency by the employer to the plan for this plan year	2012-12-31	$0
Minimum employer required contribution for this plan year	2012-12-31	$0
Amount contributed by the employer to the plan for this plan year	2012-12-31	$0

Form 5500 Responses for CHARLENE M HOLT SELF EMPLOYED PROFIT SHARING PLAN

2014: CHARLENE M HOLT SELF EMPLOYED PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: CHARLENE M HOLT SELF EMPLOYED PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: CHARLENE M HOLT SELF EMPLOYED PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	DARRELL E HOLT
Employer identification number (EIN):	953141321
NAIC Classification:	541211
NAIC Description:	Offices of Certified Public Accountants