HOLMES AND YATES, LAW, PLLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan HOLMES & YATES LAW, PLLC EMP. RET. PL. TR.
401k plan membership statisitcs for HOLMES & YATES LAW, PLLC EMP. RET. PL. TR.
| Measure | Date | Value |
|---|
| 2023: HOLMES & YATES LAW, PLLC EMP. RET. PL. TR. 2023 401k membership |
|---|
| Total participants, beginning-of-year | 2023-01-01 | 8 |
| Total number of active participants reported on line 7a of the Form 5500 | 2023-01-01 | 8 |
| Number of retired or separated participants receiving benefits | 2023-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2023-01-01 | 0 |
| Total of all active and inactive participants | 2023-01-01 | 8 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2023-01-01 | 0 |
| Total participants | 2023-01-01 | 8 |
| Number of participants with account balances | 2023-01-01 | 8 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2023-01-01 | 0 |
| 2022: HOLMES & YATES LAW, PLLC EMP. RET. PL. TR. 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-01-01 | 6 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 8 |
| Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 0 |
| Total of all active and inactive participants | 2022-01-01 | 8 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
| Total participants | 2022-01-01 | 8 |
| Number of participants with account balances | 2022-01-01 | 8 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
| 2021: HOLMES & YATES LAW, PLLC EMP. RET. PL. TR. 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-01-01 | 9 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 6 |
| Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 0 |
| Total of all active and inactive participants | 2021-01-01 | 6 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
| Total participants | 2021-01-01 | 6 |
| Number of participants with account balances | 2021-01-01 | 6 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
| 2020: HOLMES & YATES LAW, PLLC EMP. RET. PL. TR. 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 9 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 8 |
| Number of retired or separated participants receiving benefits | 2020-01-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 0 |
| Total of all active and inactive participants | 2020-01-01 | 9 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
| Total participants | 2020-01-01 | 9 |
| Number of participants with account balances | 2020-01-01 | 9 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
| 2019: HOLMES & YATES LAW, PLLC EMP. RET. PL. TR. 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 9 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 8 |
| 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 | 0 |
| Total of all active and inactive participants | 2019-01-01 | 9 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
| Total participants | 2019-01-01 | 9 |
| Number of participants with account balances | 2019-01-01 | 9 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
| 2018: HOLMES & YATES LAW, PLLC EMP. RET. PL. TR. 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 6 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 7 |
| Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 0 |
| Total of all active and inactive participants | 2018-01-01 | 7 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
| Total participants | 2018-01-01 | 7 |
| Number of participants with account balances | 2018-01-01 | 7 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
| 2017: HOLMES & YATES LAW, PLLC EMP. RET. PL. TR. 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 6 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 6 |
| Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 0 |
| Total of all active and inactive participants | 2017-01-01 | 6 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
| Total participants | 2017-01-01 | 6 |
| Number of participants with account balances | 2017-01-01 | 6 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
| 2016: HOLMES & YATES LAW, PLLC EMP. RET. PL. TR. 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 6 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 6 |
| Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 0 |
| Total of all active and inactive participants | 2016-01-01 | 6 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
| Total participants | 2016-01-01 | 6 |
| Number of participants with account balances | 2016-01-01 | 6 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2023 : HOLMES & YATES LAW, PLLC EMP. RET. PL. TR. 2023 401k financial data |
|---|
| Total income from all sources | 2023-12-31 | $113,380 |
| Total plan assets at end of year | 2023-12-31 | $547,194 |
| Total plan assets at beginning of year | 2023-12-31 | $433,814 |
| Total contributions received or receivable from participants | 2023-12-31 | $47,300 |
| Other income received | 2023-12-31 | $47,949 |
| Net income (gross income less expenses) | 2023-12-31 | $113,380 |
| Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $547,194 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $433,814 |
| Total contributions received or receivable from employer(s) | 2023-12-31 | $18,131 |
| 2022 : HOLMES & YATES LAW, PLLC EMP. RET. PL. TR. 2022 401k financial data |
|---|
| Total income from all sources | 2022-12-31 | $25,397 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $2,807 |
| Total plan assets at end of year | 2022-12-31 | $433,814 |
| Total plan assets at beginning of year | 2022-12-31 | $411,224 |
| Total contributions received or receivable from participants | 2022-12-31 | $42,800 |
| Expenses. Other expenses not covered elsewhere | 2022-12-31 | $2,807 |
| Other income received | 2022-12-31 | $-35,442 |
| Net income (gross income less expenses) | 2022-12-31 | $22,590 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $433,814 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $411,224 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $18,039 |
| 2021 : HOLMES & YATES LAW, PLLC EMP. RET. PL. TR. 2021 401k financial data |
|---|
| Total income from all sources | 2021-12-31 | $127,020 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $22,301 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $19,815 |
| Total plan assets at end of year | 2021-12-31 | $411,224 |
| Total plan assets at beginning of year | 2021-12-31 | $306,505 |
| Total contributions received or receivable from participants | 2021-12-31 | $40,725 |
| Expenses. Other expenses not covered elsewhere | 2021-12-31 | $2,486 |
| Other income received | 2021-12-31 | $67,335 |
| Net income (gross income less expenses) | 2021-12-31 | $104,719 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $411,224 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $306,505 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $18,960 |
| 2020 : HOLMES & YATES LAW, PLLC EMP. RET. PL. TR. 2020 401k financial data |
|---|
| Total income from all sources | 2020-12-31 | $97,570 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $1,953 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $182 |
| Total plan assets at end of year | 2020-12-31 | $306,505 |
| Total plan assets at beginning of year | 2020-12-31 | $210,888 |
| Total contributions received or receivable from participants | 2020-12-31 | $40,200 |
| Expenses. Other expenses not covered elsewhere | 2020-12-31 | $1,771 |
| Other income received | 2020-12-31 | $41,117 |
| Net income (gross income less expenses) | 2020-12-31 | $95,617 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $306,505 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $210,888 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $16,253 |
| 2019 : HOLMES & YATES LAW, PLLC EMP. RET. PL. TR. 2019 401k financial data |
|---|
| Total income from all sources | 2019-12-31 | $71,449 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $1,433 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $455 |
| Total plan assets at end of year | 2019-12-31 | $210,888 |
| Total plan assets at beginning of year | 2019-12-31 | $140,872 |
| Total contributions received or receivable from participants | 2019-12-31 | $40,250 |
| Expenses. Other expenses not covered elsewhere | 2019-12-31 | $978 |
| Other income received | 2019-12-31 | $14,670 |
| Net income (gross income less expenses) | 2019-12-31 | $70,016 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $210,888 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $140,872 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $16,529 |
| 2018 : HOLMES & YATES LAW, PLLC EMP. RET. PL. TR. 2018 401k financial data |
|---|
| Total income from all sources | 2018-12-31 | $52,161 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $2,226 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $1,718 |
| Total plan assets at end of year | 2018-12-31 | $140,872 |
| Total plan assets at beginning of year | 2018-12-31 | $90,937 |
| Total contributions received or receivable from participants | 2018-12-31 | $41,200 |
| Expenses. Other expenses not covered elsewhere | 2018-12-31 | $508 |
| Other income received | 2018-12-31 | $-2,913 |
| Net income (gross income less expenses) | 2018-12-31 | $49,935 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $140,872 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $90,937 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $13,874 |
| 2017 : HOLMES & YATES LAW, PLLC EMP. RET. PL. TR. 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $54,279 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $1,022 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $800 |
| Total plan assets at end of year | 2017-12-31 | $90,937 |
| Total plan assets at beginning of year | 2017-12-31 | $37,680 |
| Total contributions received or receivable from participants | 2017-12-31 | $39,700 |
| Expenses. Other expenses not covered elsewhere | 2017-12-31 | $222 |
| Other income received | 2017-12-31 | $-8 |
| Net income (gross income less expenses) | 2017-12-31 | $53,257 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $90,937 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $37,680 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $14,587 |
| 2016 : HOLMES & YATES LAW, PLLC EMP. RET. PL. TR. 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $20,651 |
| Total plan assets at end of year | 2016-12-31 | $37,680 |
| Total plan assets at beginning of year | 2016-12-31 | $17,029 |
| Total contributions received or receivable from participants | 2016-12-31 | $8,000 |
| Other income received | 2016-12-31 | $84 |
| Net income (gross income less expenses) | 2016-12-31 | $20,651 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $37,680 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $17,029 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $12,567 |
