401k Plan data: WILLIAM H. PARR & COMPANY, LLP PROFIT SHARING PLAN plan

WILLIAM H. PARR & COMPANY, LLP PROFIT SHARING PLAN 401k Plan overview

Plan Name	WILLIAM H. PARR & COMPANY, LLP PROFIT SHARING PLAN
Plan identification number	010

WILLIAM H. PARR & COMPANY, LLP 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
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
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.
Participant-directed brokerage accounts provided as an investment option under the plan.
Plan covering Self-Employed individuals.
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

WILLIAM H. PARR & COMPANY. LLP has sponsored the creation of one or more 401k plans.

Company Name: WILLIAM H. PARR & COMPANY. LLP

Employer identification number (EIN): 060727429

NAIC Classification: 541213
NAIC Description: Tax Preparation Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WILLIAM H. PARR & COMPANY, LLP PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
010 2023-01-01 BRIAN E. SKINNER 2024-10-11
010 2022-01-01 BRIAN E. SKINNER 2023-09-29
010 2021-01-01 BRIAN SKINNER 2022-09-27
010 2020-01-01 BRIAN SKINNER 2021-10-04
010 2019-01-01 BRIAN SKINNER 2020-09-25
010 2018-01-01 BRIAN SKINNER 2019-09-18
010 2017-01-01 BRIAN SKINNER 2018-10-05
010 2016-01-01
010 2015-01-01
010 2015-01-01
010 2014-01-01 FREDERICK M. GLOTZER 2015-10-09
010 2013-01-01 FREDERICK M. GLOTZER 2014-12-01
010 2012-01-01 FREDERICK M. GLOTZER 2013-10-04
010 2011-01-01 FREDERICK M. GLOTZER 2012-10-09
010 2010-01-01 FREDERICK M. GLOTZER 2011-12-20
010 2009-01-01 FREDERICK M. GLOTZER

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
010	2023-01-01	BRIAN E. SKINNER	2024-10-11
010	2022-01-01	BRIAN E. SKINNER	2023-09-29
010	2021-01-01	BRIAN SKINNER	2022-09-27
010	2020-01-01	BRIAN SKINNER	2021-10-04
010	2019-01-01	BRIAN SKINNER	2020-09-25
010	2018-01-01	BRIAN SKINNER	2019-09-18
010	2017-01-01	BRIAN SKINNER	2018-10-05
010	2016-01-01
010	2015-01-01
010	2015-01-01
010	2014-01-01	FREDERICK M. GLOTZER	2015-10-09
010	2013-01-01	FREDERICK M. GLOTZER	2014-12-01
010	2012-01-01	FREDERICK M. GLOTZER	2013-10-04
010	2011-01-01	FREDERICK M. GLOTZER	2012-10-09
010	2010-01-01	FREDERICK M. GLOTZER	2011-12-20
010	2009-01-01	FREDERICK M. GLOTZER

Plan Statistics for WILLIAM H. PARR & COMPANY, LLP PROFIT SHARING PLAN

401k plan membership statisitcs for WILLIAM H. PARR & COMPANY, LLP PROFIT SHARING PLAN

Measure Date Value
2009: WILLIAM H. PARR & COMPANY, LLP PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 8
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 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 8
Number of participants with account balances 2009-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2009: WILLIAM H. PARR & COMPANY, LLP PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	8
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	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	8
Number of participants with account balances	2009-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on WILLIAM H. PARR & COMPANY, LLP PROFIT SHARING PLAN

Measure	Date	Value
2008 : WILLIAM H. PARR & COMPANY, LLP PROFIT SHARING PLAN 2008 401k financial data
Total income from all sources	2008-12-31	$-1,164,898
Expenses. Total of all expenses incurred	2008-12-31	$10,129
Benefits paid (including direct rollovers)	2008-12-31	$815
Total plan assets at end of year	2008-12-31	$3,814,228
Total plan assets at beginning of year	2008-12-31	$4,989,255
Value of fidelity bond covering the plan	2008-12-31	$500,000
Expenses. Other expenses not covered elsewhere	2008-12-31	$9,314
Other income received	2008-12-31	$-1,351,801
Net income (gross income less expenses)	2008-12-31	$-1,175,027
Net plan assets at end of year (total assets less liabilities)	2008-12-31	$3,814,228
Net plan assets at beginning of year (total assets less liabilities)	2008-12-31	$4,989,255
Total contributions received or receivable from employer(s)	2008-12-31	$186,903

Form 5500 Responses for WILLIAM H. PARR & COMPANY, LLP PROFIT SHARING PLAN

2009: WILLIAM H. PARR & COMPANY, LLP PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

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Company Name:	WILLIAM H. PARR & COMPANY. LLP
Employer identification number (EIN):	060727429
NAIC Classification:	541213
NAIC Description:	Tax Preparation Services