401k Plan data: 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF TEXAS SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS plan

401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF TEXAS SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS 401k Plan overview

Plan Name	401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF TEXAS SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS
Plan identification number	003

401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF TEXAS SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
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.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
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

TEXAS SOCIETY OF CPAS has sponsored the creation of one or more 401k plans.

Company Name: TEXAS SOCIETY OF CPAS

Employer identification number (EIN): 750886417

NAIC Classification: 813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF TEXAS SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2022-06-01
003 2021-06-01
003 2020-06-01
003 2019-06-01
003 2018-06-01
003 2017-06-01 STEPHEN R PHILLIPS
003 2016-06-01 STEPHEN PHILLIPS
003 2015-06-01 STEPHEN PHILLIPS
003 2014-06-01 STEPHEN PHILLIPS
003 2013-06-01 STEPHEN JONES
003 2012-06-01 STEPHEN PHILLIPS
003 2011-06-01 STEPHEN PHILLIPS
003 2009-06-01 STEPHEN PHILLIPS 2010-12-06
003 2009-06-01 STEPHEN PHILLIPS

Plan Statistics for 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF TEXAS SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS

401k plan membership statisitcs for 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF TEXAS SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS

Measure Date Value
2022: 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF TEXAS SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS 2022 401k membership
Total participants, beginning-of-year 2022-06-01 52
Total number of active participants reported on line 7a of the Form 5500 2022-06-01 35
Number of retired or separated participants receiving benefits 2022-06-01 0
Number of other retired or separated participants entitled to future benefits 2022-06-01 12
Total of all active and inactive participants 2022-06-01 47
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-06-01 0
Total participants 2022-06-01 47
Number of participants with account balances 2022-06-01 42
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-06-01 1
2021: 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF TEXAS SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS 2021 401k membership
Total participants, beginning-of-year 2021-06-01 45
Total number of active participants reported on line 7a of the Form 5500 2021-06-01 38
Number of retired or separated participants receiving benefits 2021-06-01 0
Number of other retired or separated participants entitled to future benefits 2021-06-01 14
Total of all active and inactive participants 2021-06-01 52
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-06-01 0
Total participants 2021-06-01 52
Number of participants with account balances 2021-06-01 48
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-06-01 0
2020: 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF TEXAS SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS 2020 401k membership
Total participants, beginning-of-year 2020-06-01 47
Total number of active participants reported on line 7a of the Form 5500 2020-06-01 32
Number of retired or separated participants receiving benefits 2020-06-01 0
Number of other retired or separated participants entitled to future benefits 2020-06-01 13
Total of all active and inactive participants 2020-06-01 45
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-06-01 0
Total participants 2020-06-01 45
Number of participants with account balances 2020-06-01 45
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-06-01 2
2019: 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF TEXAS SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS 2019 401k membership
Total participants, beginning-of-year 2019-06-01 48
Total number of active participants reported on line 7a of the Form 5500 2019-06-01 36
Number of retired or separated participants receiving benefits 2019-06-01 0
Number of other retired or separated participants entitled to future benefits 2019-06-01 11
Total of all active and inactive participants 2019-06-01 47
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-06-01 0
Total participants 2019-06-01 47
Number of participants with account balances 2019-06-01 47
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-06-01 1
2018: 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF TEXAS SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS 2018 401k membership
Total participants, beginning-of-year 2018-06-01 49
Total number of active participants reported on line 7a of the Form 5500 2018-06-01 37
Number of retired or separated participants receiving benefits 2018-06-01 0
Number of other retired or separated participants entitled to future benefits 2018-06-01 11
Total of all active and inactive participants 2018-06-01 48
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-06-01 0
Total participants 2018-06-01 48
Number of participants with account balances 2018-06-01 48
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-06-01 1
2017: 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF TEXAS SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS 2017 401k membership
Total participants, beginning-of-year 2017-06-01 55
Total number of active participants reported on line 7a of the Form 5500 2017-06-01 41
Number of retired or separated participants receiving benefits 2017-06-01 0
Number of other retired or separated participants entitled to future benefits 2017-06-01 8
Total of all active and inactive participants 2017-06-01 49
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-06-01 0
Total participants 2017-06-01 49
Number of participants with account balances 2017-06-01 49
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-06-01 0
2016: 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF TEXAS SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS 2016 401k membership
Total participants, beginning-of-year 2016-06-01 56
Total number of active participants reported on line 7a of the Form 5500 2016-06-01 47
Number of retired or separated participants receiving benefits 2016-06-01 0
Number of other retired or separated participants entitled to future benefits 2016-06-01 7
Total of all active and inactive participants 2016-06-01 54
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-06-01 1
Total participants 2016-06-01 55
Number of participants with account balances 2016-06-01 52
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-06-01 1
2015: 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF TEXAS SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS 2015 401k membership
Total participants, beginning-of-year 2015-06-01 54
Total number of active participants reported on line 7a of the Form 5500 2015-06-01 49
Number of retired or separated participants receiving benefits 2015-06-01 0
Number of other retired or separated participants entitled to future benefits 2015-06-01 7
Total of all active and inactive participants 2015-06-01 56
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-06-01 0
Total participants 2015-06-01 56
Number of participants with account balances 2015-06-01 54
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-06-01 0
2014: 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF TEXAS SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS 2014 401k membership
Total participants, beginning-of-year 2014-06-01 56
Total number of active participants reported on line 7a of the Form 5500 2014-06-01 47
Number of retired or separated participants receiving benefits 2014-06-01 0
Number of other retired or separated participants entitled to future benefits 2014-06-01 7
Total of all active and inactive participants 2014-06-01 54
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-06-01 0
Total participants 2014-06-01 54
Number of participants with account balances 2014-06-01 52
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-06-01 1
2013: 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF TEXAS SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS 2013 401k membership
Total participants, beginning-of-year 2013-06-01 62
Total number of active participants reported on line 7a of the Form 5500 2013-06-01 46
Number of retired or separated participants receiving benefits 2013-06-01 0
Number of other retired or separated participants entitled to future benefits 2013-06-01 10
Total of all active and inactive participants 2013-06-01 56
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-06-01 0
Total participants 2013-06-01 56
Number of participants with account balances 2013-06-01 56
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-06-01 0
2012: 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF TEXAS SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS 2012 401k membership
Total participants, beginning-of-year 2012-06-01 62
Total number of active participants reported on line 7a of the Form 5500 2012-06-01 54
Number of retired or separated participants receiving benefits 2012-06-01 0
Number of other retired or separated participants entitled to future benefits 2012-06-01 8
Total of all active and inactive participants 2012-06-01 62
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-06-01 0
Total participants 2012-06-01 62
Number of participants with account balances 2012-06-01 62
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-06-01 1
2011: 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF TEXAS SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS 2011 401k membership
Total participants, beginning-of-year 2011-06-01 60
Total number of active participants reported on line 7a of the Form 5500 2011-06-01 54
Number of retired or separated participants receiving benefits 2011-06-01 0
Number of other retired or separated participants entitled to future benefits 2011-06-01 8
Total of all active and inactive participants 2011-06-01 62
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-06-01 0
Total participants 2011-06-01 62
Number of participants with account balances 2011-06-01 62
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-06-01 0
2009: 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF TEXAS SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS 2009 401k membership
Total participants, beginning-of-year 2009-06-01 61
Total number of active participants reported on line 7a of the Form 5500 2009-06-01 53
Number of retired or separated participants receiving benefits 2009-06-01 0
Number of other retired or separated participants entitled to future benefits 2009-06-01 9
Total of all active and inactive participants 2009-06-01 62
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-06-01 0
Total participants 2009-06-01 62
Number of participants with account balances 2009-06-01 62
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-06-01 0

Measure	Date	Value
2022: 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF TEXAS SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS 2022 401k membership
Total participants, beginning-of-year	2022-06-01	52
Total number of active participants reported on line 7a of the Form 5500	2022-06-01	35
Number of retired or separated participants receiving benefits	2022-06-01	0
Number of other retired or separated participants entitled to future benefits	2022-06-01	12
Total of all active and inactive participants	2022-06-01	47
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-06-01	0
Total participants	2022-06-01	47
Number of participants with account balances	2022-06-01	42
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-06-01	1
2021: 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF TEXAS SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS 2021 401k membership
Total participants, beginning-of-year	2021-06-01	45
Total number of active participants reported on line 7a of the Form 5500	2021-06-01	38
Number of retired or separated participants receiving benefits	2021-06-01	0
Number of other retired or separated participants entitled to future benefits	2021-06-01	14
Total of all active and inactive participants	2021-06-01	52
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-06-01	0
Total participants	2021-06-01	52
Number of participants with account balances	2021-06-01	48
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-06-01	0
2020: 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF TEXAS SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS 2020 401k membership
Total participants, beginning-of-year	2020-06-01	47
Total number of active participants reported on line 7a of the Form 5500	2020-06-01	32
Number of retired or separated participants receiving benefits	2020-06-01	0
Number of other retired or separated participants entitled to future benefits	2020-06-01	13
Total of all active and inactive participants	2020-06-01	45
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-06-01	0
Total participants	2020-06-01	45
Number of participants with account balances	2020-06-01	45
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-06-01	2
2019: 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF TEXAS SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS 2019 401k membership
Total participants, beginning-of-year	2019-06-01	48
Total number of active participants reported on line 7a of the Form 5500	2019-06-01	36
Number of retired or separated participants receiving benefits	2019-06-01	0
Number of other retired or separated participants entitled to future benefits	2019-06-01	11
Total of all active and inactive participants	2019-06-01	47
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-06-01	0
Total participants	2019-06-01	47
Number of participants with account balances	2019-06-01	47
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-06-01	1
2018: 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF TEXAS SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS 2018 401k membership
Total participants, beginning-of-year	2018-06-01	49
Total number of active participants reported on line 7a of the Form 5500	2018-06-01	37
Number of retired or separated participants receiving benefits	2018-06-01	0
Number of other retired or separated participants entitled to future benefits	2018-06-01	11
Total of all active and inactive participants	2018-06-01	48
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-06-01	0
Total participants	2018-06-01	48
Number of participants with account balances	2018-06-01	48
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-06-01	1
2017: 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF TEXAS SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS 2017 401k membership
Total participants, beginning-of-year	2017-06-01	55
Total number of active participants reported on line 7a of the Form 5500	2017-06-01	41
Number of retired or separated participants receiving benefits	2017-06-01	0
Number of other retired or separated participants entitled to future benefits	2017-06-01	8
Total of all active and inactive participants	2017-06-01	49
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-06-01	0
Total participants	2017-06-01	49
Number of participants with account balances	2017-06-01	49
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-06-01	0
2016: 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF TEXAS SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS 2016 401k membership
Total participants, beginning-of-year	2016-06-01	56
Total number of active participants reported on line 7a of the Form 5500	2016-06-01	47
Number of retired or separated participants receiving benefits	2016-06-01	0
Number of other retired or separated participants entitled to future benefits	2016-06-01	7
Total of all active and inactive participants	2016-06-01	54
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-06-01	1
Total participants	2016-06-01	55
Number of participants with account balances	2016-06-01	52
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-06-01	1
2015: 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF TEXAS SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS 2015 401k membership
Total participants, beginning-of-year	2015-06-01	54
Total number of active participants reported on line 7a of the Form 5500	2015-06-01	49
Number of retired or separated participants receiving benefits	2015-06-01	0
Number of other retired or separated participants entitled to future benefits	2015-06-01	7
Total of all active and inactive participants	2015-06-01	56
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-06-01	0
Total participants	2015-06-01	56
Number of participants with account balances	2015-06-01	54
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-06-01	0
2014: 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF TEXAS SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS 2014 401k membership
Total participants, beginning-of-year	2014-06-01	56
Total number of active participants reported on line 7a of the Form 5500	2014-06-01	47
Number of retired or separated participants receiving benefits	2014-06-01	0
Number of other retired or separated participants entitled to future benefits	2014-06-01	7
Total of all active and inactive participants	2014-06-01	54
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-06-01	0
Total participants	2014-06-01	54
Number of participants with account balances	2014-06-01	52
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-06-01	1
2013: 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF TEXAS SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS 2013 401k membership
Total participants, beginning-of-year	2013-06-01	62
Total number of active participants reported on line 7a of the Form 5500	2013-06-01	46
Number of retired or separated participants receiving benefits	2013-06-01	0
Number of other retired or separated participants entitled to future benefits	2013-06-01	10
Total of all active and inactive participants	2013-06-01	56
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-06-01	0
Total participants	2013-06-01	56
Number of participants with account balances	2013-06-01	56
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-06-01	0
2012: 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF TEXAS SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS 2012 401k membership
Total participants, beginning-of-year	2012-06-01	62
Total number of active participants reported on line 7a of the Form 5500	2012-06-01	54
Number of retired or separated participants receiving benefits	2012-06-01	0
Number of other retired or separated participants entitled to future benefits	2012-06-01	8
Total of all active and inactive participants	2012-06-01	62
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-06-01	0
Total participants	2012-06-01	62
Number of participants with account balances	2012-06-01	62
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-06-01	1
2011: 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF TEXAS SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS 2011 401k membership
Total participants, beginning-of-year	2011-06-01	60
Total number of active participants reported on line 7a of the Form 5500	2011-06-01	54
Number of retired or separated participants receiving benefits	2011-06-01	0
Number of other retired or separated participants entitled to future benefits	2011-06-01	8
Total of all active and inactive participants	2011-06-01	62
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-06-01	0
Total participants	2011-06-01	62
Number of participants with account balances	2011-06-01	62
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-06-01	0
2009: 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF TEXAS SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS 2009 401k membership
Total participants, beginning-of-year	2009-06-01	61
Total number of active participants reported on line 7a of the Form 5500	2009-06-01	53
Number of retired or separated participants receiving benefits	2009-06-01	0
Number of other retired or separated participants entitled to future benefits	2009-06-01	9
Total of all active and inactive participants	2009-06-01	62
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-06-01	0
Total participants	2009-06-01	62
Number of participants with account balances	2009-06-01	62
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-06-01	0

Financial Data on 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF TEXAS SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS

Measure	Date	Value
2023 : 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF TEXAS SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS 2023 401k financial data
Transfers to/from the plan	2023-05-31	$0
Total plan liabilities at end of year	2023-05-31	$0
Total plan liabilities at beginning of year	2023-05-31	$0
Total income from all sources	2023-05-31	$572,809
Expenses. Total of all expenses incurred	2023-05-31	$2,445,552
Benefits paid (including direct rollovers)	2023-05-31	$2,451,285
Total plan assets at end of year	2023-05-31	$10,270,930
Total plan assets at beginning of year	2023-05-31	$12,143,673
Value of fidelity bond covering the plan	2023-05-31	$1,000,000
Assets. Value of tangible personal property	2023-05-31	$0
Total contributions received or receivable from participants	2023-05-31	$241,060
Assets. Value of loans (other than to participants)	2023-05-31	$0
Expenses. Other expenses not covered elsewhere	2023-05-31	$0
Contributions received from other sources (not participants or employers)	2023-05-31	$8,936
Other income received	2023-05-31	$39,589
Noncash contributions received	2023-05-31	$0
Net income (gross income less expenses)	2023-05-31	$-1,872,743
Net plan assets at end of year (total assets less liabilities)	2023-05-31	$10,270,930
Net plan assets at beginning of year (total assets less liabilities)	2023-05-31	$12,143,673
Assets. Value of participant loans	2023-05-31	$51,022
Assets. Value of assets in partnership/joint-venture interests	2023-05-31	$0
Assets. Value of real-estate (other than employer real property)	2023-05-31	$0
Assets. Value of employer securities	2023-05-31	$0
Assets. Value of employer real property	2023-05-31	$0
Total contributions received or receivable from employer(s)	2023-05-31	$283,224
Value of certain deemed distributions of participant loans	2023-05-31	$0
Value of corrective distributions	2023-05-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2023-05-31	$-5,733
2022 : 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF TEXAS SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS 2022 401k financial data
Transfers to/from the plan	2022-05-31	$0
Total plan liabilities at end of year	2022-05-31	$0
Total plan liabilities at beginning of year	2022-05-31	$0
Total income from all sources	2022-05-31	$-393,550
Expenses. Total of all expenses incurred	2022-05-31	$448,654
Benefits paid (including direct rollovers)	2022-05-31	$448,164
Total plan assets at end of year	2022-05-31	$12,143,673
Total plan assets at beginning of year	2022-05-31	$12,985,877
Value of fidelity bond covering the plan	2022-05-31	$1,000,000
Total contributions received or receivable from participants	2022-05-31	$249,120
Expenses. Other expenses not covered elsewhere	2022-05-31	$0
Contributions received from other sources (not participants or employers)	2022-05-31	$7,607
Other income received	2022-05-31	$-935,090
Noncash contributions received	2022-05-31	$0
Net income (gross income less expenses)	2022-05-31	$-842,204
Net plan assets at end of year (total assets less liabilities)	2022-05-31	$12,143,673
Net plan assets at beginning of year (total assets less liabilities)	2022-05-31	$12,985,877
Assets. Value of participant loans	2022-05-31	$79,081
Total contributions received or receivable from employer(s)	2022-05-31	$284,813
Value of certain deemed distributions of participant loans	2022-05-31	$0
Value of corrective distributions	2022-05-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2022-05-31	$490
2021 : 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF TEXAS SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS 2021 401k financial data
Transfers to/from the plan	2021-05-31	$0
Total plan liabilities at end of year	2021-05-31	$0
Total plan liabilities at beginning of year	2021-05-31	$0
Total income from all sources	2021-05-31	$3,558,550
Expenses. Total of all expenses incurred	2021-05-31	$738,806
Benefits paid (including direct rollovers)	2021-05-31	$738,254
Total plan assets at end of year	2021-05-31	$12,985,877
Total plan assets at beginning of year	2021-05-31	$10,166,133
Value of fidelity bond covering the plan	2021-05-31	$1,000,000
Assets. Value of tangible personal property	2021-05-31	$0
Total contributions received or receivable from participants	2021-05-31	$268,996
Assets. Value of loans (other than to participants)	2021-05-31	$0
Expenses. Other expenses not covered elsewhere	2021-05-31	$0
Contributions received from other sources (not participants or employers)	2021-05-31	$0
Other income received	2021-05-31	$2,989,737
Noncash contributions received	2021-05-31	$0
Net income (gross income less expenses)	2021-05-31	$2,819,744
Net plan assets at end of year (total assets less liabilities)	2021-05-31	$12,985,877
Net plan assets at beginning of year (total assets less liabilities)	2021-05-31	$10,166,133
Assets. Value of participant loans	2021-05-31	$118,558
Assets. Value of assets in partnership/joint-venture interests	2021-05-31	$0
Assets. Value of real-estate (other than employer real property)	2021-05-31	$0
Assets. Value of employer securities	2021-05-31	$0
Assets. Value of employer real property	2021-05-31	$0
Total contributions received or receivable from employer(s)	2021-05-31	$299,817
Value of certain deemed distributions of participant loans	2021-05-31	$0
Value of corrective distributions	2021-05-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2021-05-31	$552
2020 : 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF TEXAS SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS 2020 401k financial data
Transfers to/from the plan	2020-05-31	$0
Total plan liabilities at end of year	2020-05-31	$0
Total plan liabilities at beginning of year	2020-05-31	$0
Total income from all sources	2020-05-31	$1,503,227
Expenses. Total of all expenses incurred	2020-05-31	$1,975,838
Benefits paid (including direct rollovers)	2020-05-31	$1,975,192
Total plan assets at end of year	2020-05-31	$10,166,133
Total plan assets at beginning of year	2020-05-31	$10,638,744
Value of fidelity bond covering the plan	2020-05-31	$1,000,000
Total contributions received or receivable from participants	2020-05-31	$239,674
Expenses. Other expenses not covered elsewhere	2020-05-31	$0
Contributions received from other sources (not participants or employers)	2020-05-31	$4,469
Other income received	2020-05-31	$954,425
Noncash contributions received	2020-05-31	$0
Net income (gross income less expenses)	2020-05-31	$-472,611
Net plan assets at end of year (total assets less liabilities)	2020-05-31	$10,166,133
Net plan assets at beginning of year (total assets less liabilities)	2020-05-31	$10,638,744
Assets. Value of participant loans	2020-05-31	$168,231
Total contributions received or receivable from employer(s)	2020-05-31	$304,659
Value of certain deemed distributions of participant loans	2020-05-31	$0
Value of corrective distributions	2020-05-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2020-05-31	$646
2019 : 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF TEXAS SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS 2019 401k financial data
Transfers to/from the plan	2019-05-31	$0
Total plan liabilities at end of year	2019-05-31	$0
Total plan liabilities at beginning of year	2019-05-31	$0
Total income from all sources	2019-05-31	$669,384
Expenses. Total of all expenses incurred	2019-05-31	$1,545,454
Benefits paid (including direct rollovers)	2019-05-31	$1,541,988
Total plan assets at end of year	2019-05-31	$10,638,744
Total plan assets at beginning of year	2019-05-31	$11,514,814
Value of fidelity bond covering the plan	2019-05-31	$1,000,000
Total contributions received or receivable from participants	2019-05-31	$249,429
Expenses. Other expenses not covered elsewhere	2019-05-31	$0
Contributions received from other sources (not participants or employers)	2019-05-31	$166
Other income received	2019-05-31	$118,424
Noncash contributions received	2019-05-31	$0
Net income (gross income less expenses)	2019-05-31	$-876,070
Net plan assets at end of year (total assets less liabilities)	2019-05-31	$10,638,744
Net plan assets at beginning of year (total assets less liabilities)	2019-05-31	$11,514,814
Assets. Value of participant loans	2019-05-31	$182,258
Total contributions received or receivable from employer(s)	2019-05-31	$301,365
Value of certain deemed distributions of participant loans	2019-05-31	$3,047
Value of corrective distributions	2019-05-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2019-05-31	$419
2018 : 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF TEXAS SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS 2018 401k financial data
Transfers to/from the plan	2018-05-31	$0
Total plan liabilities at end of year	2018-05-31	$0
Total plan liabilities at beginning of year	2018-05-31	$0
Total income from all sources	2018-05-31	$1,794,190
Expenses. Total of all expenses incurred	2018-05-31	$1,304,679
Benefits paid (including direct rollovers)	2018-05-31	$1,289,883
Total plan assets at end of year	2018-05-31	$11,514,814
Total plan assets at beginning of year	2018-05-31	$11,025,303
Value of fidelity bond covering the plan	2018-05-31	$1,000,000
Total contributions received or receivable from participants	2018-05-31	$300,094
Expenses. Other expenses not covered elsewhere	2018-05-31	$0
Contributions received from other sources (not participants or employers)	2018-05-31	$17,959
Other income received	2018-05-31	$1,126,951
Noncash contributions received	2018-05-31	$0
Net income (gross income less expenses)	2018-05-31	$489,511
Net plan assets at end of year (total assets less liabilities)	2018-05-31	$11,514,814
Net plan assets at beginning of year (total assets less liabilities)	2018-05-31	$11,025,303
Assets. Value of participant loans	2018-05-31	$203,315
Total contributions received or receivable from employer(s)	2018-05-31	$349,186
Value of certain deemed distributions of participant loans	2018-05-31	$13,946
Value of corrective distributions	2018-05-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2018-05-31	$850
2017 : 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF TEXAS SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS 2017 401k financial data
Transfers to/from the plan	2017-05-31	$0
Total plan liabilities at end of year	2017-05-31	$0
Total plan liabilities at beginning of year	2017-05-31	$0
Total income from all sources	2017-05-31	$1,836,585
Expenses. Total of all expenses incurred	2017-05-31	$406,523
Benefits paid (including direct rollovers)	2017-05-31	$405,846
Total plan assets at end of year	2017-05-31	$11,025,303
Total plan assets at beginning of year	2017-05-31	$9,595,241
Value of fidelity bond covering the plan	2017-05-31	$1,000,000
Total contributions received or receivable from participants	2017-05-31	$318,298
Expenses. Other expenses not covered elsewhere	2017-05-31	$0
Contributions received from other sources (not participants or employers)	2017-05-31	$4,595
Other income received	2017-05-31	$1,152,024
Noncash contributions received	2017-05-31	$0
Net income (gross income less expenses)	2017-05-31	$1,430,062
Net plan assets at end of year (total assets less liabilities)	2017-05-31	$11,025,303
Net plan assets at beginning of year (total assets less liabilities)	2017-05-31	$9,595,241
Assets. Value of participant loans	2017-05-31	$88,083
Total contributions received or receivable from employer(s)	2017-05-31	$361,668
Value of certain deemed distributions of participant loans	2017-05-31	$0
Value of corrective distributions	2017-05-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2017-05-31	$677
2016 : 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF TEXAS SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS 2016 401k financial data
Transfers to/from the plan	2016-05-31	$0
Total plan liabilities at end of year	2016-05-31	$0
Total plan liabilities at beginning of year	2016-05-31	$0
Total income from all sources	2016-05-31	$532,712
Expenses. Total of all expenses incurred	2016-05-31	$2,395,470
Benefits paid (including direct rollovers)	2016-05-31	$2,394,879
Total plan assets at end of year	2016-05-31	$9,595,241
Total plan assets at beginning of year	2016-05-31	$11,457,999
Value of fidelity bond covering the plan	2016-05-31	$1,000,000
Total contributions received or receivable from participants	2016-05-31	$310,718
Expenses. Other expenses not covered elsewhere	2016-05-31	$0
Contributions received from other sources (not participants or employers)	2016-05-31	$40,000
Other income received	2016-05-31	$-165,195
Noncash contributions received	2016-05-31	$0
Net income (gross income less expenses)	2016-05-31	$-1,862,758
Net plan assets at end of year (total assets less liabilities)	2016-05-31	$9,595,241
Net plan assets at beginning of year (total assets less liabilities)	2016-05-31	$11,457,999
Assets. Value of participant loans	2016-05-31	$132,873
Total contributions received or receivable from employer(s)	2016-05-31	$347,189
Value of certain deemed distributions of participant loans	2016-05-31	$0
Value of corrective distributions	2016-05-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-05-31	$591
2015 : 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF TEXAS SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS 2015 401k financial data
Transfers to/from the plan	2015-05-31	$0
Total plan liabilities at end of year	2015-05-31	$0
Total plan liabilities at beginning of year	2015-05-31	$0
Total income from all sources	2015-05-31	$1,411,736
Expenses. Total of all expenses incurred	2015-05-31	$184,379
Benefits paid (including direct rollovers)	2015-05-31	$182,970
Total plan assets at end of year	2015-05-31	$11,457,999
Total plan assets at beginning of year	2015-05-31	$10,230,642
Value of fidelity bond covering the plan	2015-05-31	$1,000,000
Total contributions received or receivable from participants	2015-05-31	$266,788
Expenses. Other expenses not covered elsewhere	2015-05-31	$0
Contributions received from other sources (not participants or employers)	2015-05-31	$477
Other income received	2015-05-31	$797,528
Noncash contributions received	2015-05-31	$0
Net income (gross income less expenses)	2015-05-31	$1,227,357
Net plan assets at end of year (total assets less liabilities)	2015-05-31	$11,457,999
Net plan assets at beginning of year (total assets less liabilities)	2015-05-31	$10,230,642
Assets. Value of participant loans	2015-05-31	$194,858
Total contributions received or receivable from employer(s)	2015-05-31	$346,943
Value of certain deemed distributions of participant loans	2015-05-31	$0
Value of corrective distributions	2015-05-31	$990
Expenses. Administrative service providers (salaries,fees and commissions)	2015-05-31	$419
2014 : 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF TEXAS SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS 2014 401k financial data
Transfers to/from the plan	2014-05-31	$0
Total plan liabilities at end of year	2014-05-31	$0
Total income from all sources	2014-05-31	$1,825,905
Expenses. Total of all expenses incurred	2014-05-31	$1,315,489
Benefits paid (including direct rollovers)	2014-05-31	$1,307,709
Total plan assets at end of year	2014-05-31	$10,230,642
Total plan assets at beginning of year	2014-05-31	$9,720,226
Value of fidelity bond covering the plan	2014-05-31	$1,000,000
Total contributions received or receivable from participants	2014-05-31	$279,269
Expenses. Other expenses not covered elsewhere	2014-05-31	$0
Contributions received from other sources (not participants or employers)	2014-05-31	$0
Other income received	2014-05-31	$1,188,572
Noncash contributions received	2014-05-31	$0
Net income (gross income less expenses)	2014-05-31	$510,416
Net plan assets at end of year (total assets less liabilities)	2014-05-31	$10,230,642
Net plan assets at beginning of year (total assets less liabilities)	2014-05-31	$9,720,226
Assets. Value of participant loans	2014-05-31	$247,363
Total contributions received or receivable from employer(s)	2014-05-31	$358,064
Value of certain deemed distributions of participant loans	2014-05-31	$0
Value of corrective distributions	2014-05-31	$6,790
Expenses. Administrative service providers (salaries,fees and commissions)	2014-05-31	$990
2013 : 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF TEXAS SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS 2013 401k financial data
Total income from all sources	2013-05-31	$1,950,830
Expenses. Total of all expenses incurred	2013-05-31	$978,124
Benefits paid (including direct rollovers)	2013-05-31	$974,693
Total plan assets at end of year	2013-05-31	$9,720,226
Total plan assets at beginning of year	2013-05-31	$8,747,520
Value of fidelity bond covering the plan	2013-05-31	$1,000,000
Total contributions received or receivable from participants	2013-05-31	$298,768
Other income received	2013-05-31	$1,285,314
Net income (gross income less expenses)	2013-05-31	$972,706
Net plan assets at end of year (total assets less liabilities)	2013-05-31	$9,720,226
Net plan assets at beginning of year (total assets less liabilities)	2013-05-31	$8,747,520
Assets. Value of participant loans	2013-05-31	$272,506
Total contributions received or receivable from employer(s)	2013-05-31	$366,748
Value of corrective distributions	2013-05-31	$2,496
Expenses. Administrative service providers (salaries,fees and commissions)	2013-05-31	$935
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-05-31	$0
2012 : 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF TEXAS SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS 2012 401k financial data
Total income from all sources	2012-05-31	$332,807
Expenses. Total of all expenses incurred	2012-05-31	$580,424
Benefits paid (including direct rollovers)	2012-05-31	$579,624
Total plan assets at end of year	2012-05-31	$8,747,520
Total plan assets at beginning of year	2012-05-31	$8,995,137
Value of fidelity bond covering the plan	2012-05-31	$500,000
Total contributions received or receivable from participants	2012-05-31	$299,622
Other income received	2012-05-31	$-268,949
Net income (gross income less expenses)	2012-05-31	$-247,617
Net plan assets at end of year (total assets less liabilities)	2012-05-31	$8,747,520
Net plan assets at beginning of year (total assets less liabilities)	2012-05-31	$8,995,137
Assets. Value of participant loans	2012-05-31	$281,010
Total contributions received or receivable from employer(s)	2012-05-31	$302,134
Expenses. Administrative service providers (salaries,fees and commissions)	2012-05-31	$800
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-05-31	$0
2011 : 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF TEXAS SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS 2011 401k financial data
Total income from all sources	2011-05-31	$2,025,723
Expenses. Total of all expenses incurred	2011-05-31	$182,055
Benefits paid (including direct rollovers)	2011-05-31	$181,059
Total plan assets at end of year	2011-05-31	$8,995,137
Total plan assets at beginning of year	2011-05-31	$7,151,469
Value of fidelity bond covering the plan	2011-05-31	$500,000
Total contributions received or receivable from participants	2011-05-31	$278,018
Other income received	2011-05-31	$1,402,753
Net income (gross income less expenses)	2011-05-31	$1,843,668
Net plan assets at end of year (total assets less liabilities)	2011-05-31	$8,995,137
Net plan assets at beginning of year (total assets less liabilities)	2011-05-31	$7,151,469
Assets. Value of participant loans	2011-05-31	$220,953
Total contributions received or receivable from employer(s)	2011-05-31	$344,952
Expenses. Administrative service providers (salaries,fees and commissions)	2011-05-31	$996
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-05-31	$0
2010 : 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF TEXAS SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-05-31	$0

Form 5500 Responses for 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF TEXAS SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS

2022: 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF TEXAS SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS 2022 form 5500 responses
2022-06-01	Type of plan entity	Single employer plan
2022-06-01	Submission has been amended	No
2022-06-01	This submission is the final filing	No
2022-06-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-06-01	Plan is a collectively bargained plan	No
2022-06-01	Plan funding arrangement – Trust	Yes
2022-06-01	Plan benefit arrangement - Trust	Yes
2021: 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF TEXAS SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS 2021 form 5500 responses
2021-06-01	Type of plan entity	Single employer plan
2021-06-01	This submission is the final filing	No
2021-06-01	Plan is a collectively bargained plan	No
2021-06-01	Plan funding arrangement – Trust	Yes
2021-06-01	Plan benefit arrangement - Trust	Yes
2020: 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF TEXAS SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS 2020 form 5500 responses
2020-06-01	Type of plan entity	Single employer plan
2020-06-01	This submission is the final filing	No
2020-06-01	Plan is a collectively bargained plan	No
2020-06-01	Plan funding arrangement – Trust	Yes
2020-06-01	Plan benefit arrangement - Trust	Yes
2019: 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF TEXAS SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS 2019 form 5500 responses
2019-06-01	Type of plan entity	Single employer plan
2019-06-01	Submission has been amended	No
2019-06-01	This submission is the final filing	No
2019-06-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-06-01	Plan is a collectively bargained plan	No
2019-06-01	Plan funding arrangement – Trust	Yes
2019-06-01	Plan benefit arrangement - Trust	Yes
2018: 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF TEXAS SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS 2018 form 5500 responses
2018-06-01	Type of plan entity	Single employer plan
2018-06-01	Submission has been amended	No
2018-06-01	This submission is the final filing	No
2018-06-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-06-01	Plan is a collectively bargained plan	No
2018-06-01	Plan funding arrangement – Trust	Yes
2018-06-01	Plan benefit arrangement - Trust	Yes
2017: 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF TEXAS SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS 2017 form 5500 responses
2017-06-01	Type of plan entity	Single employer plan
2017-06-01	Submission has been amended	No
2017-06-01	This submission is the final filing	No
2017-06-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-06-01	Plan is a collectively bargained plan	No
2017-06-01	Plan funding arrangement – Trust	Yes
2017-06-01	Plan benefit arrangement - Trust	Yes
2016: 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF TEXAS SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS 2016 form 5500 responses
2016-06-01	Type of plan entity	Single employer plan
2016-06-01	Submission has been amended	No
2016-06-01	This submission is the final filing	No
2016-06-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-06-01	Plan is a collectively bargained plan	No
2016-06-01	Plan funding arrangement – Trust	Yes
2016-06-01	Plan benefit arrangement - Trust	Yes
2015: 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF TEXAS SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS 2015 form 5500 responses
2015-06-01	Type of plan entity	Single employer plan
2015-06-01	Submission has been amended	No
2015-06-01	This submission is the final filing	No
2015-06-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-06-01	Plan is a collectively bargained plan	No
2015-06-01	Plan funding arrangement – Trust	Yes
2015-06-01	Plan benefit arrangement - Trust	Yes
2014: 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF TEXAS SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS 2014 form 5500 responses
2014-06-01	Type of plan entity	Single employer plan
2014-06-01	Submission has been amended	No
2014-06-01	This submission is the final filing	No
2014-06-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-06-01	Plan is a collectively bargained plan	No
2014-06-01	Plan funding arrangement – Trust	Yes
2014-06-01	Plan benefit arrangement - Trust	Yes
2013: 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF TEXAS SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS 2013 form 5500 responses
2013-06-01	Type of plan entity	Single employer plan
2013-06-01	Submission has been amended	No
2013-06-01	This submission is the final filing	No
2013-06-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-06-01	Plan is a collectively bargained plan	No
2013-06-01	Plan funding arrangement – Trust	Yes
2013-06-01	Plan benefit arrangement - Trust	Yes
2012: 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF TEXAS SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS 2012 form 5500 responses
2012-06-01	Type of plan entity	Single employer plan
2012-06-01	Submission has been amended	No
2012-06-01	This submission is the final filing	No
2012-06-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-06-01	Plan funding arrangement – Trust	Yes
2012-06-01	Plan benefit arrangement - Trust	Yes
2011: 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF TEXAS SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS 2011 form 5500 responses
2011-06-01	Type of plan entity	Single employer plan
2011-06-01	Submission has been amended	No
2011-06-01	This submission is the final filing	No
2011-06-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-06-01	Plan funding arrangement – Trust	Yes
2011-06-01	Plan benefit arrangement - Trust	Yes
2009: 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF TEXAS SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS 2009 form 5500 responses
2009-06-01	Type of plan entity	Single employer plan
2009-06-01	Submission has been amended	No
2009-06-01	This submission is the final filing	No
2009-06-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-06-01	Plan is a collectively bargained plan	No
2009-06-01	Plan funding arrangement – Trust	Yes
2009-06-01	Plan benefit arrangement - Trust	Yes

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Company Name:	TEXAS SOCIETY OF CPAS
Employer identification number (EIN):	750886417
NAIC Classification:	813000
NAIC Description:	Religious, Grantmaking, Civic, Professional, and Similar Organizations