401k Plan data: BLAIR & COMPANY CPAS PROFIT SHARING PLAN plan

BLAIR & COMPANY CPAS PROFIT SHARING PLAN 401k Plan overview

Plan Name	BLAIR & COMPANY CPAS PROFIT SHARING PLAN
Plan identification number	002

BLAIR & COMPANY CPAS 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.
Participant-directed brokerage accounts provided as an investment option under the plan.
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

BLAIR & COMPANY, A.C. has sponsored the creation of one or more 401k plans.

Company Name: BLAIR & COMPANY, A.C.

Employer identification number (EIN): 550720049

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BLAIR & COMPANY CPAS PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01
002 2022-01-01
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01
002 2017-01-01 JOHN D. BLAIR, JR. JOHN D. BLAIR, JR. 2018-07-30
002 2017-01-01 JOHN D. BLAIR, JR. JOHN D. BLAIR, JR.
002 2016-01-01 JOHN D. BLAIR, JR. JOHN D. BLAIR, JR. 2017-10-16
002 2015-01-01 JOHN D. BLAIR, JR. JOHN D. BLAIR, JR. 2016-07-29
002 2014-01-01 JOHN D. BLAIR, JR. JOHN D. BLAIR, JR. 2015-07-23
002 2013-01-01 JOHN D. BLAIR, JR. JOHN D. BLAIR, JR. 2014-11-13
002 2012-01-01 JOHN D. BLAIR, JR. JOHN D. BLAIR, JR. 2013-08-23
002 2011-01-01 JOHN D. BLAIR, JR. JOHN D. BLAIR, JR. 2012-07-12
002 2009-01-01 JOHN D. BLAIR, JR. JOHN D. BLAIR, JR. 2010-10-15

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
002	2023-01-01
002	2022-01-01
002	2021-01-01
002	2020-01-01
002	2019-01-01
002	2018-01-01
002	2017-01-01	JOHN D. BLAIR, JR.	JOHN D. BLAIR, JR.	2018-07-30
002	2017-01-01	JOHN D. BLAIR, JR.	JOHN D. BLAIR, JR.
002	2016-01-01	JOHN D. BLAIR, JR.	JOHN D. BLAIR, JR.	2017-10-16
002	2015-01-01	JOHN D. BLAIR, JR.	JOHN D. BLAIR, JR.	2016-07-29
002	2014-01-01	JOHN D. BLAIR, JR.	JOHN D. BLAIR, JR.	2015-07-23
002	2013-01-01	JOHN D. BLAIR, JR.	JOHN D. BLAIR, JR.	2014-11-13
002	2012-01-01	JOHN D. BLAIR, JR.	JOHN D. BLAIR, JR.	2013-08-23
002	2011-01-01	JOHN D. BLAIR, JR.	JOHN D. BLAIR, JR.	2012-07-12
002	2009-01-01	JOHN D. BLAIR, JR.	JOHN D. BLAIR, JR.	2010-10-15

Plan Statistics for BLAIR & COMPANY CPAS PROFIT SHARING PLAN

401k plan membership statisitcs for BLAIR & COMPANY CPAS PROFIT SHARING PLAN

Measure Date Value
2023: BLAIR & COMPANY CPAS PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 2
Number of retired or separated participants receiving benefits 2023-01-01 0
Number of other retired or separated participants entitled to future benefits 2023-01-01 0
Total of all active and inactive participants 2023-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 2
Number of participants with account balances 2023-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 0
2022: BLAIR & COMPANY CPAS PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 2
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 0
Total of all active and inactive participants 2022-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 2
Number of participants with account balances 2022-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: BLAIR & COMPANY CPAS PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 2
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 0
Total of all active and inactive participants 2021-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 2
Number of participants with account balances 2021-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: BLAIR & COMPANY CPAS PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 2
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 0
Total of all active and inactive participants 2020-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 2
Number of participants with account balances 2020-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: BLAIR & COMPANY CPAS PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 2
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 0
Total of all active and inactive participants 2019-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 2
Number of participants with account balances 2019-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: BLAIR & COMPANY CPAS PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 2
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 0
Total of all active and inactive participants 2018-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 2
Number of participants with account balances 2018-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: BLAIR & COMPANY CPAS PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 2
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 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 2
Number of participants with account balances 2017-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: BLAIR & COMPANY CPAS PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 2
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 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 2
Number of participants with account balances 2016-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: BLAIR & COMPANY CPAS PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 2
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 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 2
Number of participants with account balances 2015-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: BLAIR & COMPANY CPAS PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 2
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 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 2
Number of participants with account balances 2014-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: BLAIR & COMPANY CPAS PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 2
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 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 2
Number of participants with account balances 2013-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: BLAIR & COMPANY CPAS PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 2
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 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 2
Number of participants with account balances 2012-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: BLAIR & COMPANY CPAS PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 2
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 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 2
Number of participants with account balances 2011-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: BLAIR & COMPANY CPAS PROFIT SHARING 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 1
Total of all active and inactive participants 2009-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 3
Number of participants with account balances 2009-01-01 3

Measure	Date	Value
2023: BLAIR & COMPANY CPAS PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	2
Number of retired or separated participants receiving benefits	2023-01-01	0
Number of other retired or separated participants entitled to future benefits	2023-01-01	0
Total of all active and inactive participants	2023-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	2
Number of participants with account balances	2023-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	0
2022: BLAIR & COMPANY CPAS PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	2
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	0
Total of all active and inactive participants	2022-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	2
Number of participants with account balances	2022-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: BLAIR & COMPANY CPAS PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	2
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	0
Total of all active and inactive participants	2021-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	2
Number of participants with account balances	2021-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: BLAIR & COMPANY CPAS PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	2
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	0
Total of all active and inactive participants	2020-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	2
Number of participants with account balances	2020-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: BLAIR & COMPANY CPAS PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	2
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	0
Total of all active and inactive participants	2019-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	2
Number of participants with account balances	2019-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: BLAIR & COMPANY CPAS PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	2
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	0
Total of all active and inactive participants	2018-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	2
Number of participants with account balances	2018-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: BLAIR & COMPANY CPAS PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	2
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	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	2
Number of participants with account balances	2017-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: BLAIR & COMPANY CPAS PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	2
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	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	2
Number of participants with account balances	2016-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: BLAIR & COMPANY CPAS PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	2
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	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	2
Number of participants with account balances	2015-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: BLAIR & COMPANY CPAS PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	2
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	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	2
Number of participants with account balances	2014-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: BLAIR & COMPANY CPAS PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	2
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	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	2
Number of participants with account balances	2013-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: BLAIR & COMPANY CPAS PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	2
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	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	2
Number of participants with account balances	2012-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: BLAIR & COMPANY CPAS PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	2
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	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	2
Number of participants with account balances	2011-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: BLAIR & COMPANY CPAS PROFIT SHARING 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	1
Total of all active and inactive participants	2009-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	3
Number of participants with account balances	2009-01-01	3

Financial Data on BLAIR & COMPANY CPAS PROFIT SHARING PLAN

Measure	Date	Value
2023 : BLAIR & COMPANY CPAS PROFIT SHARING PLAN 2023 401k financial data
Total income from all sources	2023-12-31	$24,304
Expenses. Total of all expenses incurred	2023-12-31	$140
Total plan assets at end of year	2023-12-31	$81,346
Total plan assets at beginning of year	2023-12-31	$57,182
Expenses. Other expenses not covered elsewhere	2023-12-31	$140
Other income received	2023-12-31	$24,304
Net income (gross income less expenses)	2023-12-31	$24,164
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$81,346
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$57,182
2022 : BLAIR & COMPANY CPAS PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources	2022-12-31	$-26,780
Expenses. Total of all expenses incurred	2022-12-31	$290
Total plan assets at end of year	2022-12-31	$57,182
Total plan assets at beginning of year	2022-12-31	$84,252
Expenses. Other expenses not covered elsewhere	2022-12-31	$290
Other income received	2022-12-31	$-26,780
Net income (gross income less expenses)	2022-12-31	$-27,070
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$57,182
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$84,252
2021 : BLAIR & COMPANY CPAS PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$14,391
Expenses. Total of all expenses incurred	2021-12-31	$290
Total plan assets at end of year	2021-12-31	$84,252
Total plan assets at beginning of year	2021-12-31	$70,151
Expenses. Other expenses not covered elsewhere	2021-12-31	$290
Other income received	2021-12-31	$14,391
Net income (gross income less expenses)	2021-12-31	$14,101
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$84,252
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$70,151
2020 : BLAIR & COMPANY CPAS PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$15,718
Expenses. Total of all expenses incurred	2020-12-31	$290
Total plan assets at end of year	2020-12-31	$70,151
Total plan assets at beginning of year	2020-12-31	$54,723
Expenses. Other expenses not covered elsewhere	2020-12-31	$290
Other income received	2020-12-31	$15,718
Net income (gross income less expenses)	2020-12-31	$15,428
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$70,151
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$54,723
Assets. Value of participant loans	2020-12-31	$0
2019 : BLAIR & COMPANY CPAS PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$11,104
Expenses. Total of all expenses incurred	2019-12-31	$290
Total plan assets at end of year	2019-12-31	$54,723
Total plan assets at beginning of year	2019-12-31	$43,909
Expenses. Other expenses not covered elsewhere	2019-12-31	$290
Other income received	2019-12-31	$11,104
Net income (gross income less expenses)	2019-12-31	$10,814
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$54,723
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$43,909
Assets. Value of participant loans	2019-12-31	$0
2018 : BLAIR & COMPANY CPAS PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$-3,151
Expenses. Total of all expenses incurred	2018-12-31	$290
Total plan assets at end of year	2018-12-31	$43,909
Total plan assets at beginning of year	2018-12-31	$47,350
Expenses. Other expenses not covered elsewhere	2018-12-31	$290
Other income received	2018-12-31	$-3,151
Net income (gross income less expenses)	2018-12-31	$-3,441
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$43,909
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$47,350
Assets. Value of participant loans	2018-12-31	$1,048
2017 : BLAIR & COMPANY CPAS PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$2,131
Expenses. Total of all expenses incurred	2017-12-31	$290
Total plan assets at end of year	2017-12-31	$47,350
Total plan assets at beginning of year	2017-12-31	$45,509
Expenses. Other expenses not covered elsewhere	2017-12-31	$290
Other income received	2017-12-31	$2,131
Net income (gross income less expenses)	2017-12-31	$1,841
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$47,350
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$45,509
Assets. Value of participant loans	2017-12-31	$3,798
2016 : BLAIR & COMPANY CPAS PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$2,062
Expenses. Total of all expenses incurred	2016-12-31	$250
Total plan assets at end of year	2016-12-31	$45,509
Total plan assets at beginning of year	2016-12-31	$43,697
Expenses. Other expenses not covered elsewhere	2016-12-31	$250
Other income received	2016-12-31	$1,812
Net income (gross income less expenses)	2016-12-31	$1,812
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$45,509
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$43,697
Assets. Value of participant loans	2016-12-31	$9,298
Total contributions received or receivable from employer(s)	2016-12-31	$250
2015 : BLAIR & COMPANY CPAS PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$2,287
Total plan assets at end of year	2015-12-31	$43,697
Total plan assets at beginning of year	2015-12-31	$41,410
Other income received	2015-12-31	$2,287
Net income (gross income less expenses)	2015-12-31	$2,287
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$43,697
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$41,410
Assets. Value of participant loans	2015-12-31	$9,298
2014 : BLAIR & COMPANY CPAS PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$3,037
Total plan assets at end of year	2014-12-31	$41,410
Total plan assets at beginning of year	2014-12-31	$38,373
Other income received	2014-12-31	$3,037
Net income (gross income less expenses)	2014-12-31	$3,037
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$41,410
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$38,373
Assets. Value of participant loans	2014-12-31	$9,298
2013 : BLAIR & COMPANY CPAS PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$6,538
Total plan assets at end of year	2013-12-31	$38,373
Total plan assets at beginning of year	2013-12-31	$31,835
Other income received	2013-12-31	$6,538
Net income (gross income less expenses)	2013-12-31	$6,538
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$38,373
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$31,835
Assets. Value of participant loans	2013-12-31	$9,298
2012 : BLAIR & COMPANY CPAS PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$2,904
Total plan assets at end of year	2012-12-31	$31,835
Total plan assets at beginning of year	2012-12-31	$28,931
Other income received	2012-12-31	$2,904
Net income (gross income less expenses)	2012-12-31	$2,904
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$31,835
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$28,931
Assets. Value of participant loans	2012-12-31	$9,298
2011 : BLAIR & COMPANY CPAS PROFIT SHARING PLAN 2011 401k financial data
Transfers to/from the plan	2011-12-31	$436
Total income from all sources	2011-12-31	$-354
Expenses. Total of all expenses incurred	2011-12-31	$100
Total plan assets at end of year	2011-12-31	$28,931
Total plan assets at beginning of year	2011-12-31	$28,949
Other income received	2011-12-31	$-354
Net income (gross income less expenses)	2011-12-31	$-454
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$28,931
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$28,949
Assets. Value of participant loans	2011-12-31	$9,298
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$100
2010 : BLAIR & COMPANY CPAS PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$1,382
Expenses. Total of all expenses incurred	2010-12-31	$1,706
Benefits paid (including direct rollovers)	2010-12-31	$1,646
Total plan assets at end of year	2010-12-31	$28,949
Total plan assets at beginning of year	2010-12-31	$29,273
Other income received	2010-12-31	$1,382
Net income (gross income less expenses)	2010-12-31	$-324
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$28,949
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$29,273
Assets. Value of participant loans	2010-12-31	$9,298
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$60

Form 5500 Responses for BLAIR & COMPANY CPAS PROFIT SHARING PLAN

2023: BLAIR & COMPANY CPAS PROFIT SHARING PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: BLAIR & COMPANY CPAS PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: BLAIR & COMPANY CPAS PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: BLAIR & COMPANY CPAS PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: BLAIR & COMPANY CPAS PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: BLAIR & COMPANY CPAS PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: BLAIR & COMPANY CPAS PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: BLAIR & COMPANY CPAS PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: BLAIR & COMPANY CPAS PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: BLAIR & COMPANY CPAS 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: BLAIR & COMPANY CPAS 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: BLAIR & COMPANY CPAS 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
2011: BLAIR & COMPANY CPAS PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: BLAIR & COMPANY CPAS PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	BLAIR & COMPANY, A.C.
Employer identification number (EIN):	550720049
NAIC Classification:	541211
NAIC Description:	Offices of Certified Public Accountants