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BLAIR & COMPANY CPAS PROFIT SHARING PLAN 401k Plan overview

Plan NameBLAIR & COMPANY CPAS PROFIT SHARING PLAN
Plan identification number 002

BLAIR & COMPANY CPAS PROFIT SHARING PLAN Benefits

401k Plan TypeDefined 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 SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01JOHN D. BLAIR, JR. JOHN D. BLAIR, JR.2018-07-30
0022017-01-01JOHN D. BLAIR, JR. JOHN D. BLAIR, JR.
0022016-01-01JOHN D. BLAIR, JR. JOHN D. BLAIR, JR.2017-10-16
0022015-01-01JOHN D. BLAIR, JR. JOHN D. BLAIR, JR.2016-07-29
0022014-01-01JOHN D. BLAIR, JR. JOHN D. BLAIR, JR.2015-07-23
0022013-01-01JOHN D. BLAIR, JR. JOHN D. BLAIR, JR.2014-11-13
0022012-01-01JOHN D. BLAIR, JR. JOHN D. BLAIR, JR.2013-08-23
0022011-01-01JOHN D. BLAIR, JR. JOHN D. BLAIR, JR.2012-07-12
0022009-01-01JOHN 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
2022: BLAIR & COMPANY CPAS PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-012
Total number of active participants reported on line 7a of the Form 55002022-01-012
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-012
Number of participants with account balances2022-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: BLAIR & COMPANY CPAS PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-012
Total number of active participants reported on line 7a of the Form 55002021-01-012
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-012
Number of participants with account balances2021-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: BLAIR & COMPANY CPAS PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-012
Total number of active participants reported on line 7a of the Form 55002020-01-012
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-012
Number of participants with account balances2020-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: BLAIR & COMPANY CPAS PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-012
Total number of active participants reported on line 7a of the Form 55002019-01-012
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-012
Number of participants with account balances2019-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: BLAIR & COMPANY CPAS PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-012
Total number of active participants reported on line 7a of the Form 55002018-01-012
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-012
Number of participants with account balances2018-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: BLAIR & COMPANY CPAS PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-012
Total number of active participants reported on line 7a of the Form 55002017-01-012
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-012
Number of participants with account balances2017-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: BLAIR & COMPANY CPAS PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-012
Total number of active participants reported on line 7a of the Form 55002016-01-012
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-012
Number of participants with account balances2016-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: BLAIR & COMPANY CPAS PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-012
Total number of active participants reported on line 7a of the Form 55002015-01-012
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-012
Number of participants with account balances2015-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: BLAIR & COMPANY CPAS PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-012
Total number of active participants reported on line 7a of the Form 55002014-01-012
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-012
Number of participants with account balances2014-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: BLAIR & COMPANY CPAS PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-012
Total number of active participants reported on line 7a of the Form 55002013-01-012
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-012
Number of participants with account balances2013-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: BLAIR & COMPANY CPAS PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-012
Total number of active participants reported on line 7a of the Form 55002012-01-012
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-012
Number of participants with account balances2012-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: BLAIR & COMPANY CPAS PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-012
Total number of active participants reported on line 7a of the Form 55002011-01-012
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-012
Number of participants with account balances2011-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: BLAIR & COMPANY CPAS PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-014
Total number of active participants reported on line 7a of the Form 55002009-01-012
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-011
Total of all active and inactive participants2009-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-013
Number of participants with account balances2009-01-013

Financial Data on BLAIR & COMPANY CPAS PROFIT SHARING PLAN

Measure Date Value
2022 : BLAIR & COMPANY CPAS PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources2022-12-31$-26,780
Expenses. Total of all expenses incurred2022-12-31$290
Total plan assets at end of year2022-12-31$57,182
Total plan assets at beginning of year2022-12-31$84,252
Expenses. Other expenses not covered elsewhere2022-12-31$290
Other income received2022-12-31$-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 sources2021-12-31$14,391
Expenses. Total of all expenses incurred2021-12-31$290
Total plan assets at end of year2021-12-31$84,252
Total plan assets at beginning of year2021-12-31$70,151
Expenses. Other expenses not covered elsewhere2021-12-31$290
Other income received2021-12-31$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 sources2020-12-31$15,718
Expenses. Total of all expenses incurred2020-12-31$290
Total plan assets at end of year2020-12-31$70,151
Total plan assets at beginning of year2020-12-31$54,723
Expenses. Other expenses not covered elsewhere2020-12-31$290
Other income received2020-12-31$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 loans2020-12-31$0
2019 : BLAIR & COMPANY CPAS PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources2019-12-31$11,104
Expenses. Total of all expenses incurred2019-12-31$290
Total plan assets at end of year2019-12-31$54,723
Total plan assets at beginning of year2019-12-31$43,909
Expenses. Other expenses not covered elsewhere2019-12-31$290
Other income received2019-12-31$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 loans2019-12-31$0
2018 : BLAIR & COMPANY CPAS PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources2018-12-31$-3,151
Expenses. Total of all expenses incurred2018-12-31$290
Total plan assets at end of year2018-12-31$43,909
Total plan assets at beginning of year2018-12-31$47,350
Expenses. Other expenses not covered elsewhere2018-12-31$290
Other income received2018-12-31$-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 loans2018-12-31$1,048
2017 : BLAIR & COMPANY CPAS PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources2017-12-31$2,131
Expenses. Total of all expenses incurred2017-12-31$290
Total plan assets at end of year2017-12-31$47,350
Total plan assets at beginning of year2017-12-31$45,509
Expenses. Other expenses not covered elsewhere2017-12-31$290
Other income received2017-12-31$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 loans2017-12-31$3,798
2016 : BLAIR & COMPANY CPAS PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources2016-12-31$2,062
Expenses. Total of all expenses incurred2016-12-31$250
Total plan assets at end of year2016-12-31$45,509
Total plan assets at beginning of year2016-12-31$43,697
Expenses. Other expenses not covered elsewhere2016-12-31$250
Other income received2016-12-31$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 loans2016-12-31$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 sources2015-12-31$2,287
Total plan assets at end of year2015-12-31$43,697
Total plan assets at beginning of year2015-12-31$41,410
Other income received2015-12-31$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 loans2015-12-31$9,298
2014 : BLAIR & COMPANY CPAS PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-12-31$3,037
Total plan assets at end of year2014-12-31$41,410
Total plan assets at beginning of year2014-12-31$38,373
Other income received2014-12-31$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 loans2014-12-31$9,298
2013 : BLAIR & COMPANY CPAS PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$6,538
Total plan assets at end of year2013-12-31$38,373
Total plan assets at beginning of year2013-12-31$31,835
Other income received2013-12-31$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 loans2013-12-31$9,298
2012 : BLAIR & COMPANY CPAS PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$2,904
Total plan assets at end of year2012-12-31$31,835
Total plan assets at beginning of year2012-12-31$28,931
Other income received2012-12-31$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 loans2012-12-31$9,298
2011 : BLAIR & COMPANY CPAS PROFIT SHARING PLAN 2011 401k financial data
Transfers to/from the plan2011-12-31$436
Total income from all sources2011-12-31$-354
Expenses. Total of all expenses incurred2011-12-31$100
Total plan assets at end of year2011-12-31$28,931
Total plan assets at beginning of year2011-12-31$28,949
Other income received2011-12-31$-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 loans2011-12-31$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 sources2010-12-31$1,382
Expenses. Total of all expenses incurred2010-12-31$1,706
Benefits paid (including direct rollovers)2010-12-31$1,646
Total plan assets at end of year2010-12-31$28,949
Total plan assets at beginning of year2010-12-31$29,273
Other income received2010-12-31$1,382
Net income (gross income less expenses)2010-12-31$-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 loans2010-12-31$9,298
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$60

Form 5500 Responses for BLAIR & COMPANY CPAS PROFIT SHARING PLAN

2022: BLAIR & COMPANY CPAS PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: BLAIR & COMPANY CPAS PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: BLAIR & COMPANY CPAS PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: BLAIR & COMPANY CPAS PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: BLAIR & COMPANY CPAS PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: BLAIR & COMPANY CPAS PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: BLAIR & COMPANY CPAS PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: BLAIR & COMPANY CPAS PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: BLAIR & COMPANY CPAS PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: BLAIR & COMPANY CPAS PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: BLAIR & COMPANY CPAS PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: BLAIR & COMPANY CPAS PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: BLAIR & COMPANY CPAS PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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