401k Plan data: WILLIAM H. POLK & COMPANY PROFIT SHARING 401(K) PLAN plan

WILLIAM H. POLK & COMPANY PROFIT SHARING 401(K) PLAN 401k Plan overview

Plan Name	WILLIAM H. POLK & COMPANY PROFIT SHARING 401(K) PLAN
Plan identification number	001

WILLIAM H. POLK & COMPANY PROFIT SHARING 401(K) 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.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
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. POLK & COMPANY, P.A. has sponsored the creation of one or more 401k plans.

Company Name: WILLIAM H. POLK & COMPANY, P.A.

Employer identification number (EIN): 640641856

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WILLIAM H. POLK & COMPANY PROFIT SHARING 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 MICKEY ALDRIDGE 2024-08-29 MICKEY ALDRIDGE 2024-08-29
001 2022-01-01 MICKEY ALDRIDGE 2023-09-11 MICKEY ALDRIDGE 2023-09-11
001 2021-01-01 MICKEY ALDRIDGE 2022-07-28 MICKEY ALDRIDGE 2022-07-28
001 2020-01-01 MICKEY ALDRIDGE 2021-07-08 MICKEY ALDRIDGE 2021-07-08
001 2019-01-01
001 2018-01-01
001 2017-01-01 MICKEY ALDRIDGE MICKEY ALDRIDGE 2018-09-04
001 2016-01-01 MICKEY ALDRIDGE MICKEY ALDRIDGE 2017-06-29
001 2015-01-01 MICKEY ALDRIDGE MICKEY ALDRIDGE 2016-07-20
001 2014-01-01 MICKEY ALDRIDGE MICKEY ALDRIDGE 2015-06-02
001 2013-01-01 MICKEY ALDRIDGE MICKEY ALDRIDGE 2014-07-10
001 2012-01-01 MICKEY ALDRIDGE MICKEY ALDRIDGE 2013-09-04
001 2012-01-01 MICKEY ALDRIDGE MICKEY ALDRIDGE 2013-09-04
001 2011-01-01 MICKEY ALDRIDGE MICKEY ALDRIDGE 2012-07-10
001 2010-01-01 MICKEY ALDRIDGE
001 2009-01-01 MICKEY ALDRIDGE
001 2009-01-01 MICKEY ALDRIDGE 2010-07-07

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	MICKEY ALDRIDGE	2024-08-29	MICKEY ALDRIDGE	2024-08-29
001	2022-01-01	MICKEY ALDRIDGE	2023-09-11	MICKEY ALDRIDGE	2023-09-11
001	2021-01-01	MICKEY ALDRIDGE	2022-07-28	MICKEY ALDRIDGE	2022-07-28
001	2020-01-01	MICKEY ALDRIDGE	2021-07-08	MICKEY ALDRIDGE	2021-07-08
001	2019-01-01
001	2018-01-01
001	2017-01-01	MICKEY ALDRIDGE		MICKEY ALDRIDGE	2018-09-04
001	2016-01-01	MICKEY ALDRIDGE		MICKEY ALDRIDGE	2017-06-29
001	2015-01-01	MICKEY ALDRIDGE		MICKEY ALDRIDGE	2016-07-20
001	2014-01-01	MICKEY ALDRIDGE		MICKEY ALDRIDGE	2015-06-02
001	2013-01-01	MICKEY ALDRIDGE		MICKEY ALDRIDGE	2014-07-10
001	2012-01-01	MICKEY ALDRIDGE		MICKEY ALDRIDGE	2013-09-04
001	2012-01-01	MICKEY ALDRIDGE		MICKEY ALDRIDGE	2013-09-04
001	2011-01-01	MICKEY ALDRIDGE		MICKEY ALDRIDGE	2012-07-10
001	2010-01-01	MICKEY ALDRIDGE
001	2009-01-01	MICKEY ALDRIDGE
001	2009-01-01			MICKEY ALDRIDGE	2010-07-07

Plan Statistics for WILLIAM H. POLK & COMPANY PROFIT SHARING 401(K) PLAN

401k plan membership statisitcs for WILLIAM H. POLK & COMPANY PROFIT SHARING 401(K) PLAN

Measure Date Value
2019: WILLIAM H. POLK & COMPANY PROFIT SHARING 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 17
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 9
Number of retired or separated participants receiving benefits 2019-01-01 1
Number of other retired or separated participants entitled to future benefits 2019-01-01 6
Total of all active and inactive participants 2019-01-01 16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 16
Number of participants with account balances 2019-01-01 16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: WILLIAM H. POLK & COMPANY PROFIT SHARING 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 14
Number of retired or separated participants receiving benefits 2018-01-01 2
Number of other retired or separated participants entitled to future benefits 2018-01-01 1
Total of all active and inactive participants 2018-01-01 17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 17
Number of participants with account balances 2018-01-01 17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: WILLIAM H. POLK & COMPANY PROFIT SHARING 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 8
Number of retired or separated participants receiving benefits 2017-01-01 2
Number of other retired or separated participants entitled to future benefits 2017-01-01 2
Total of all active and inactive participants 2017-01-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 12
Number of participants with account balances 2017-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: WILLIAM H. POLK & COMPANY PROFIT SHARING 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 14
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 11
Number of retired or separated participants receiving benefits 2016-01-01 1
Number of other retired or separated participants entitled to future benefits 2016-01-01 1
Total of all active and inactive participants 2016-01-01 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 13
Number of participants with account balances 2016-01-01 13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: WILLIAM H. POLK & COMPANY PROFIT SHARING 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 14
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 11
Number of retired or separated participants receiving benefits 2015-01-01 1
Number of other retired or separated participants entitled to future benefits 2015-01-01 2
Total of all active and inactive participants 2015-01-01 14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 14
Number of participants with account balances 2015-01-01 14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: WILLIAM H. POLK & COMPANY PROFIT SHARING 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 11
Number of retired or separated participants receiving benefits 2014-01-01 1
Number of other retired or separated participants entitled to future benefits 2014-01-01 1
Total of all active and inactive participants 2014-01-01 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 13
Number of participants with account balances 2014-01-01 13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: WILLIAM H. POLK & COMPANY PROFIT SHARING 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 13
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 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 13
Number of participants with account balances 2013-01-01 13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: WILLIAM H. POLK & COMPANY PROFIT SHARING 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 11
Number of retired or separated participants receiving benefits 2012-01-01 1
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 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 12
Number of participants with account balances 2012-01-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: WILLIAM H. POLK & COMPANY PROFIT SHARING 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 15
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 13
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 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 13
Number of participants with account balances 2011-01-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: WILLIAM H. POLK & COMPANY PROFIT SHARING 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 18
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 13
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 1
Total of all active and inactive participants 2010-01-01 14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 14
Number of participants with account balances 2010-01-01 14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: WILLIAM H. POLK & COMPANY PROFIT SHARING 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 16
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 14
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 3
Total of all active and inactive participants 2009-01-01 17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 17
Number of participants with account balances 2009-01-01 17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2019: WILLIAM H. POLK & COMPANY PROFIT SHARING 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	17
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	9
Number of retired or separated participants receiving benefits	2019-01-01	1
Number of other retired or separated participants entitled to future benefits	2019-01-01	6
Total of all active and inactive participants	2019-01-01	16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	16
Number of participants with account balances	2019-01-01	16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: WILLIAM H. POLK & COMPANY PROFIT SHARING 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	14
Number of retired or separated participants receiving benefits	2018-01-01	2
Number of other retired or separated participants entitled to future benefits	2018-01-01	1
Total of all active and inactive participants	2018-01-01	17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	17
Number of participants with account balances	2018-01-01	17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: WILLIAM H. POLK & COMPANY PROFIT SHARING 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	8
Number of retired or separated participants receiving benefits	2017-01-01	2
Number of other retired or separated participants entitled to future benefits	2017-01-01	2
Total of all active and inactive participants	2017-01-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	12
Number of participants with account balances	2017-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: WILLIAM H. POLK & COMPANY PROFIT SHARING 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	14
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	11
Number of retired or separated participants receiving benefits	2016-01-01	1
Number of other retired or separated participants entitled to future benefits	2016-01-01	1
Total of all active and inactive participants	2016-01-01	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	13
Number of participants with account balances	2016-01-01	13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: WILLIAM H. POLK & COMPANY PROFIT SHARING 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	14
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	11
Number of retired or separated participants receiving benefits	2015-01-01	1
Number of other retired or separated participants entitled to future benefits	2015-01-01	2
Total of all active and inactive participants	2015-01-01	14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	14
Number of participants with account balances	2015-01-01	14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: WILLIAM H. POLK & COMPANY PROFIT SHARING 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	11
Number of retired or separated participants receiving benefits	2014-01-01	1
Number of other retired or separated participants entitled to future benefits	2014-01-01	1
Total of all active and inactive participants	2014-01-01	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	13
Number of participants with account balances	2014-01-01	13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: WILLIAM H. POLK & COMPANY PROFIT SHARING 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	13
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	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	13
Number of participants with account balances	2013-01-01	13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: WILLIAM H. POLK & COMPANY PROFIT SHARING 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	11
Number of retired or separated participants receiving benefits	2012-01-01	1
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	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	12
Number of participants with account balances	2012-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: WILLIAM H. POLK & COMPANY PROFIT SHARING 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	15
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	13
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	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	13
Number of participants with account balances	2011-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: WILLIAM H. POLK & COMPANY PROFIT SHARING 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	18
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	13
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	1
Total of all active and inactive participants	2010-01-01	14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	14
Number of participants with account balances	2010-01-01	14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: WILLIAM H. POLK & COMPANY PROFIT SHARING 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	16
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	14
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	3
Total of all active and inactive participants	2009-01-01	17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	17
Number of participants with account balances	2009-01-01	17
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. POLK & COMPANY PROFIT SHARING 401(K) PLAN

Measure	Date	Value
2019 : WILLIAM H. POLK & COMPANY PROFIT SHARING 401(K) PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$713,812
Expenses. Total of all expenses incurred	2019-12-31	$1,327,348
Benefits paid (including direct rollovers)	2019-12-31	$1,317,541
Total plan assets at end of year	2019-12-31	$2,670,231
Total plan assets at beginning of year	2019-12-31	$3,283,767
Value of fidelity bond covering the plan	2019-12-31	$267,023
Total contributions received or receivable from participants	2019-12-31	$92,687
Expenses. Other expenses not covered elsewhere	2019-12-31	$0
Contributions received from other sources (not participants or employers)	2019-12-31	$0
Other income received	2019-12-31	$601,122
Net income (gross income less expenses)	2019-12-31	$-613,536
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$2,670,231
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$3,283,767
Assets. Value of participant loans	2019-12-31	$15,091
Total contributions received or receivable from employer(s)	2019-12-31	$20,003
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$9,807
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
2018 : WILLIAM H. POLK & COMPANY PROFIT SHARING 401(K) PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$-373
Expenses. Total of all expenses incurred	2018-12-31	$70,606
Benefits paid (including direct rollovers)	2018-12-31	$59,633
Total plan assets at end of year	2018-12-31	$3,283,767
Total plan assets at beginning of year	2018-12-31	$3,354,746
Value of fidelity bond covering the plan	2018-12-31	$328,377
Total contributions received or receivable from participants	2018-12-31	$99,370
Expenses. Other expenses not covered elsewhere	2018-12-31	$0
Contributions received from other sources (not participants or employers)	2018-12-31	$0
Other income received	2018-12-31	$-128,253
Net income (gross income less expenses)	2018-12-31	$-70,979
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$3,283,767
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$3,354,746
Assets. Value of participant loans	2018-12-31	$18,752
Total contributions received or receivable from employer(s)	2018-12-31	$28,510
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$10,973
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
2017 : WILLIAM H. POLK & COMPANY PROFIT SHARING 401(K) PLAN 2017 401k financial data
Transfers to/from the plan	2017-12-31	$0
Total income from all sources	2017-12-31	$528,355
Expenses. Total of all expenses incurred	2017-12-31	$449,512
Benefits paid (including direct rollovers)	2017-12-31	$436,839
Total plan assets at end of year	2017-12-31	$3,354,746
Total plan assets at beginning of year	2017-12-31	$3,275,903
Value of fidelity bond covering the plan	2017-12-31	$335,475
Total contributions received or receivable from participants	2017-12-31	$93,264
Assets. Value of loans (other than to participants)	2017-12-31	$0
Expenses. Other expenses not covered elsewhere	2017-12-31	$0
Contributions received from other sources (not participants or employers)	2017-12-31	$0
Other income received	2017-12-31	$414,373
Noncash contributions received	2017-12-31	$0
Net income (gross income less expenses)	2017-12-31	$78,843
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$3,354,746
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$3,275,903
Assets. Value of participant loans	2017-12-31	$8,967
Total contributions received or receivable from employer(s)	2017-12-31	$20,718
Value of certain deemed distributions of participant loans	2017-12-31	$0
Value of corrective distributions	2017-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$12,673
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$195,865
2016 : WILLIAM H. POLK & COMPANY PROFIT SHARING 401(K) PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$396,196
Expenses. Total of all expenses incurred	2016-12-31	$94,213
Benefits paid (including direct rollovers)	2016-12-31	$83,576
Total plan assets at end of year	2016-12-31	$3,275,903
Total plan assets at beginning of year	2016-12-31	$2,973,920
Value of fidelity bond covering the plan	2016-12-31	$327,590
Total contributions received or receivable from participants	2016-12-31	$109,480
Assets. Value of loans (other than to participants)	2016-12-31	$214,795
Expenses. Other expenses not covered elsewhere	2016-12-31	$0
Contributions received from other sources (not participants or employers)	2016-12-31	$0
Other income received	2016-12-31	$252,836
Net income (gross income less expenses)	2016-12-31	$301,983
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$3,275,903
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$2,973,920
Assets. Value of participant loans	2016-12-31	$11,866
Total contributions received or receivable from employer(s)	2016-12-31	$33,880
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$10,637
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : WILLIAM H. POLK & COMPANY PROFIT SHARING 401(K) PLAN 2015 401k financial data
Transfers to/from the plan	2015-12-31	$0
Total income from all sources	2015-12-31	$152,146
Expenses. Total of all expenses incurred	2015-12-31	$122,962
Benefits paid (including direct rollovers)	2015-12-31	$111,198
Total plan assets at end of year	2015-12-31	$2,973,920
Total plan assets at beginning of year	2015-12-31	$2,944,736
Value of fidelity bond covering the plan	2015-12-31	$297,392
Total contributions received or receivable from participants	2015-12-31	$124,909
Assets. Value of loans (other than to participants)	2015-12-31	$59,682
Expenses. Other expenses not covered elsewhere	2015-12-31	$149
Contributions received from other sources (not participants or employers)	2015-12-31	$0
Other income received	2015-12-31	$-9,388
Noncash contributions received	2015-12-31	$0
Net income (gross income less expenses)	2015-12-31	$29,184
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$2,973,920
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$2,944,736
Assets. Value of participant loans	2015-12-31	$20,344
Total contributions received or receivable from employer(s)	2015-12-31	$36,625
Value of certain deemed distributions of participant loans	2015-12-31	$0
Value of corrective distributions	2015-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$11,615
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : WILLIAM H. POLK & COMPANY PROFIT SHARING 401(K) PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$337,037
Expenses. Total of all expenses incurred	2014-12-31	$38,781
Benefits paid (including direct rollovers)	2014-12-31	$27,763
Total plan assets at end of year	2014-12-31	$2,944,736
Total plan assets at beginning of year	2014-12-31	$2,646,480
Value of fidelity bond covering the plan	2014-12-31	$294,474
Total contributions received or receivable from participants	2014-12-31	$108,519
Assets. Value of loans (other than to participants)	2014-12-31	$40,266
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$199,300
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$298,256
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$2,944,736
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$2,646,480
Assets. Value of participant loans	2014-12-31	$24,278
Total contributions received or receivable from employer(s)	2014-12-31	$29,218
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$11,018
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : WILLIAM H. POLK & COMPANY PROFIT SHARING 401(K) PLAN 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
Total income from all sources	2013-12-31	$445,216
Expenses. Total of all expenses incurred	2013-12-31	$32,737
Benefits paid (including direct rollovers)	2013-12-31	$23,443
Total plan assets at end of year	2013-12-31	$2,646,480
Total plan assets at beginning of year	2013-12-31	$2,234,001
Value of fidelity bond covering the plan	2013-12-31	$264,648
Total contributions received or receivable from participants	2013-12-31	$105,947
Assets. Value of loans (other than to participants)	2013-12-31	$12,579
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$304,977
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$412,479
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$2,646,480
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$2,234,001
Assets. Value of participant loans	2013-12-31	$11,261
Total contributions received or receivable from employer(s)	2013-12-31	$34,292
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$9,294
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : WILLIAM H. POLK & COMPANY PROFIT SHARING 401(K) PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$312,579
Expenses. Total of all expenses incurred	2012-12-31	$26,665
Benefits paid (including direct rollovers)	2012-12-31	$21,130
Total plan assets at end of year	2012-12-31	$2,234,001
Total plan assets at beginning of year	2012-12-31	$1,948,087
Value of fidelity bond covering the plan	2012-12-31	$250,000
Total contributions received or receivable from participants	2012-12-31	$87,450
Assets. Value of loans (other than to participants)	2012-12-31	$49,863
Expenses. Other expenses not covered elsewhere	2012-12-31	$1,250
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$194,797
Net income (gross income less expenses)	2012-12-31	$285,914
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$2,234,001
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,948,087
Total contributions received or receivable from employer(s)	2012-12-31	$30,332
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$4,285
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : WILLIAM H. POLK & COMPANY PROFIT SHARING 401(K) PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$111,221
Expenses. Total of all expenses incurred	2011-12-31	$74,914
Benefits paid (including direct rollovers)	2011-12-31	$74,794
Total plan assets at end of year	2011-12-31	$1,948,087
Total plan assets at beginning of year	2011-12-31	$1,911,780
Value of fidelity bond covering the plan	2011-12-31	$250,000
Total contributions received or receivable from participants	2011-12-31	$83,102
Assets. Value of loans (other than to participants)	2011-12-31	$58,867
Expenses. Other expenses not covered elsewhere	2011-12-31	$120
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$-2,041
Net income (gross income less expenses)	2011-12-31	$36,307
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,948,087
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,911,780
Assets. Value of participant loans	2011-12-31	$5,457
Total contributions received or receivable from employer(s)	2011-12-31	$30,160
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : WILLIAM H. POLK & COMPANY PROFIT SHARING 401(K) PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$289,670
Expenses. Total of all expenses incurred	2010-12-31	$196,291
Benefits paid (including direct rollovers)	2010-12-31	$196,291
Total plan assets at end of year	2010-12-31	$1,911,780
Total plan assets at beginning of year	2010-12-31	$1,818,401
Value of fidelity bond covering the plan	2010-12-31	$62,500
Total contributions received or receivable from participants	2010-12-31	$94,626
Assets. Value of loans (other than to participants)	2010-12-31	$81,504
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$165,445
Net income (gross income less expenses)	2010-12-31	$93,379
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,911,780
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,818,401
Assets. Value of participant loans	2010-12-31	$21,409
Total contributions received or receivable from employer(s)	2010-12-31	$29,599

Form 5500 Responses for WILLIAM H. POLK & COMPANY PROFIT SHARING 401(K) PLAN

2019: WILLIAM H. POLK & COMPANY PROFIT SHARING 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: WILLIAM H. POLK & COMPANY PROFIT SHARING 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: WILLIAM H. POLK & COMPANY PROFIT SHARING 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: WILLIAM H. POLK & COMPANY PROFIT SHARING 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: WILLIAM H. POLK & COMPANY PROFIT SHARING 401(K) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: WILLIAM H. POLK & COMPANY PROFIT SHARING 401(K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: WILLIAM H. POLK & COMPANY PROFIT SHARING 401(K) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: WILLIAM H. POLK & COMPANY PROFIT SHARING 401(K) PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: WILLIAM H. POLK & COMPANY PROFIT SHARING 401(K) PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: WILLIAM H. POLK & COMPANY PROFIT SHARING 401(K) PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: WILLIAM H. POLK & COMPANY PROFIT SHARING 401(K) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	Yes
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

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Company Name:	WILLIAM H. POLK & COMPANY, P.A.
Employer identification number (EIN):	640641856
NAIC Classification:	541211
NAIC Description:	Offices of Certified Public Accountants