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HOLT & HOLLAS, PLLC PROFIT SHARING PLAN 401k Plan overview

Plan NameHOLT & HOLLAS, PLLC PROFIT SHARING PLAN
Plan identification number 002

HOLT & HOLLAS, PLLC PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • Plan covering Self-Employed individuals.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Life insurance

401k Sponsoring company profile

HOLT & HOLLAS, PLLC has sponsored the creation of one or more 401k plans.

Company Name:HOLT & HOLLAS, PLLC
Employer identification number (EIN):742765408
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HOLT & HOLLAS, PLLC PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022015-01-01STEPHEN HOLLAS2015-10-27
0022014-01-01STEPHEN HOLLAS2015-04-21
0022013-01-01STEPHEN HOLLAS2014-10-05
0022012-01-01STEPHEN HOLLAS2013-07-18
0022011-01-01STEPHEN HOLLAS2012-09-25

Financial Data on HOLT & HOLLAS, PLLC PROFIT SHARING PLAN

Measure Date Value
2010 : HOLT & HOLLAS, PLLC PROFIT SHARING PLAN 2010 401k financial data
Transfers to/from the plan2010-12-31$0
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$5,156
Expenses. Total of all expenses incurred2010-12-31$0
Benefits paid (including direct rollovers)2010-12-31$0
Total plan assets at end of year2010-12-31$533,925
Total plan assets at beginning of year2010-12-31$528,769
Value of fidelity bond covering the plan2010-12-31$80,000
Total contributions received or receivable from participants2010-12-31$0
Expenses. Other expenses not covered elsewhere2010-12-31$0
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$5,156
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$5,156
Net plan assets at end of year (total assets less liabilities)2010-12-31$533,925
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$528,769
Total contributions received or receivable from employer(s)2010-12-31$0
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$0

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