401k Plan data: HOLMES & TURNER EMPLOYEE PROFIT SHARING TRUST plan

HOLMES & TURNER EMPLOYEE PROFIT SHARING TRUST 401k Plan overview

Plan Name	HOLMES & TURNER EMPLOYEE PROFIT SHARING TRUST
Plan identification number	001

HOLMES & TURNER EMPLOYEE PROFIT SHARING TRUST Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	Profit-sharing

401k Sponsoring company profile

HOLMES & TURNER has sponsored the creation of one or more 401k plans.

Company Name: HOLMES & TURNER

Employer identification number (EIN): 810347988

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HOLMES & TURNER EMPLOYEE PROFIT SHARING TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-10-01
001 2021-10-01
001 2020-10-01
001 2020-10-01
001 2019-10-01
001 2018-10-01
001 2017-10-01 WILLIAM B. HEBRON
001 2016-10-01 WILLIAM B. HEBRON
001 2015-10-01 WILLIAM B. HEBRON
001 2015-10-01
001 2014-10-01 WILLIAM B. HEBRON
001 2013-10-01 WILLIAM B. HEBRON
001 2012-10-01 WILLIAM B. HEBRON
001 2009-10-01 WILLIAM B HEBRON

Plan Statistics for HOLMES & TURNER EMPLOYEE PROFIT SHARING TRUST

401k plan membership statisitcs for HOLMES & TURNER EMPLOYEE PROFIT SHARING TRUST

Measure Date Value
2022: HOLMES & TURNER EMPLOYEE PROFIT SHARING TRUST 2022 401k membership
Total participants, beginning-of-year 2022-10-01 19
Total number of active participants reported on line 7a of the Form 5500 2022-10-01 19
Number of other retired or separated participants entitled to future benefits 2022-10-01 1
Total of all active and inactive participants 2022-10-01 20
Total participants 2022-10-01 20
Number of participants with account balances 2022-10-01 18
2021: HOLMES & TURNER EMPLOYEE PROFIT SHARING TRUST 2021 401k membership
Total participants, beginning-of-year 2021-10-01 15
Total number of active participants reported on line 7a of the Form 5500 2021-10-01 19
Total of all active and inactive participants 2021-10-01 19
Total participants 2021-10-01 19
Number of participants with account balances 2021-10-01 19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-10-01 2
2020: HOLMES & TURNER EMPLOYEE PROFIT SHARING TRUST 2020 401k membership
Total participants, beginning-of-year 2020-10-01 17
Total number of active participants reported on line 7a of the Form 5500 2020-10-01 15
Number of retired or separated participants receiving benefits 2020-10-01 3
Total of all active and inactive participants 2020-10-01 18
Total participants 2020-10-01 18
Number of participants with account balances 2020-10-01 15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-10-01 2
2019: HOLMES & TURNER EMPLOYEE PROFIT SHARING TRUST 2019 401k membership
Total participants, beginning-of-year 2019-10-01 17
Total number of active participants reported on line 7a of the Form 5500 2019-10-01 17
Number of retired or separated participants receiving benefits 2019-10-01 1
Total of all active and inactive participants 2019-10-01 18
Total participants 2019-10-01 18
Number of participants with account balances 2019-10-01 17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-10-01 1
2018: HOLMES & TURNER EMPLOYEE PROFIT SHARING TRUST 2018 401k membership
Total participants, beginning-of-year 2018-10-01 20
Total number of active participants reported on line 7a of the Form 5500 2018-10-01 17
Number of retired or separated participants receiving benefits 2018-10-01 1
Total of all active and inactive participants 2018-10-01 18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-10-01 1
Total participants 2018-10-01 19
Number of participants with account balances 2018-10-01 17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-10-01 1
2017: HOLMES & TURNER EMPLOYEE PROFIT SHARING TRUST 2017 401k membership
Total participants, beginning-of-year 2017-10-01 16
Total number of active participants reported on line 7a of the Form 5500 2017-10-01 19
Total of all active and inactive participants 2017-10-01 19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-10-01 1
Total participants 2017-10-01 20
Number of participants with account balances 2017-10-01 20
2016: HOLMES & TURNER EMPLOYEE PROFIT SHARING TRUST 2016 401k membership
Total participants, beginning-of-year 2016-10-01 21
Total number of active participants reported on line 7a of the Form 5500 2016-10-01 17
Number of retired or separated participants receiving benefits 2016-10-01 5
Total of all active and inactive participants 2016-10-01 22
Total participants 2016-10-01 22
Number of participants with account balances 2016-10-01 16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-10-01 3
2015: HOLMES & TURNER EMPLOYEE PROFIT SHARING TRUST 2015 401k membership
Total participants, beginning-of-year 2015-10-01 19
Total number of active participants reported on line 7a of the Form 5500 2015-10-01 21
Total of all active and inactive participants 2015-10-01 21
Total participants 2015-10-01 21
Number of participants with account balances 2015-10-01 21
2014: HOLMES & TURNER EMPLOYEE PROFIT SHARING TRUST 2014 401k membership
Total participants, beginning-of-year 2014-10-01 18
Total number of active participants reported on line 7a of the Form 5500 2014-10-01 19
Number of retired or separated participants receiving benefits 2014-10-01 3
Total of all active and inactive participants 2014-10-01 22
Total participants 2014-10-01 22
Number of participants with account balances 2014-10-01 19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-10-01 3
2013: HOLMES & TURNER EMPLOYEE PROFIT SHARING TRUST 2013 401k membership
Total participants, beginning-of-year 2013-10-01 18
Total number of active participants reported on line 7a of the Form 5500 2013-10-01 18
Number of retired or separated participants receiving benefits 2013-10-01 3
Total of all active and inactive participants 2013-10-01 21
Total participants 2013-10-01 21
Number of participants with account balances 2013-10-01 19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-10-01 4
2012: HOLMES & TURNER EMPLOYEE PROFIT SHARING TRUST 2012 401k membership
Total participants, beginning-of-year 2012-10-01 17
Total number of active participants reported on line 7a of the Form 5500 2012-10-01 18
Total of all active and inactive participants 2012-10-01 18
Total participants 2012-10-01 18
Number of participants with account balances 2012-10-01 18
2009: HOLMES & TURNER EMPLOYEE PROFIT SHARING TRUST 2009 401k membership
Total participants, beginning-of-year 2009-10-01 20
Total number of active participants reported on line 7a of the Form 5500 2009-10-01 20
Total of all active and inactive participants 2009-10-01 20
Total participants 2009-10-01 20
Number of participants with account balances 2009-10-01 20

Measure	Date	Value
2022: HOLMES & TURNER EMPLOYEE PROFIT SHARING TRUST 2022 401k membership
Total participants, beginning-of-year	2022-10-01	19
Total number of active participants reported on line 7a of the Form 5500	2022-10-01	19
Number of other retired or separated participants entitled to future benefits	2022-10-01	1
Total of all active and inactive participants	2022-10-01	20
Total participants	2022-10-01	20
Number of participants with account balances	2022-10-01	18
2021: HOLMES & TURNER EMPLOYEE PROFIT SHARING TRUST 2021 401k membership
Total participants, beginning-of-year	2021-10-01	15
Total number of active participants reported on line 7a of the Form 5500	2021-10-01	19
Total of all active and inactive participants	2021-10-01	19
Total participants	2021-10-01	19
Number of participants with account balances	2021-10-01	19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-10-01	2
2020: HOLMES & TURNER EMPLOYEE PROFIT SHARING TRUST 2020 401k membership
Total participants, beginning-of-year	2020-10-01	17
Total number of active participants reported on line 7a of the Form 5500	2020-10-01	15
Number of retired or separated participants receiving benefits	2020-10-01	3
Total of all active and inactive participants	2020-10-01	18
Total participants	2020-10-01	18
Number of participants with account balances	2020-10-01	15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-10-01	2
2019: HOLMES & TURNER EMPLOYEE PROFIT SHARING TRUST 2019 401k membership
Total participants, beginning-of-year	2019-10-01	17
Total number of active participants reported on line 7a of the Form 5500	2019-10-01	17
Number of retired or separated participants receiving benefits	2019-10-01	1
Total of all active and inactive participants	2019-10-01	18
Total participants	2019-10-01	18
Number of participants with account balances	2019-10-01	17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-10-01	1
2018: HOLMES & TURNER EMPLOYEE PROFIT SHARING TRUST 2018 401k membership
Total participants, beginning-of-year	2018-10-01	20
Total number of active participants reported on line 7a of the Form 5500	2018-10-01	17
Number of retired or separated participants receiving benefits	2018-10-01	1
Total of all active and inactive participants	2018-10-01	18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-10-01	1
Total participants	2018-10-01	19
Number of participants with account balances	2018-10-01	17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-10-01	1
2017: HOLMES & TURNER EMPLOYEE PROFIT SHARING TRUST 2017 401k membership
Total participants, beginning-of-year	2017-10-01	16
Total number of active participants reported on line 7a of the Form 5500	2017-10-01	19
Total of all active and inactive participants	2017-10-01	19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-10-01	1
Total participants	2017-10-01	20
Number of participants with account balances	2017-10-01	20
2016: HOLMES & TURNER EMPLOYEE PROFIT SHARING TRUST 2016 401k membership
Total participants, beginning-of-year	2016-10-01	21
Total number of active participants reported on line 7a of the Form 5500	2016-10-01	17
Number of retired or separated participants receiving benefits	2016-10-01	5
Total of all active and inactive participants	2016-10-01	22
Total participants	2016-10-01	22
Number of participants with account balances	2016-10-01	16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-10-01	3
2015: HOLMES & TURNER EMPLOYEE PROFIT SHARING TRUST 2015 401k membership
Total participants, beginning-of-year	2015-10-01	19
Total number of active participants reported on line 7a of the Form 5500	2015-10-01	21
Total of all active and inactive participants	2015-10-01	21
Total participants	2015-10-01	21
Number of participants with account balances	2015-10-01	21
2014: HOLMES & TURNER EMPLOYEE PROFIT SHARING TRUST 2014 401k membership
Total participants, beginning-of-year	2014-10-01	18
Total number of active participants reported on line 7a of the Form 5500	2014-10-01	19
Number of retired or separated participants receiving benefits	2014-10-01	3
Total of all active and inactive participants	2014-10-01	22
Total participants	2014-10-01	22
Number of participants with account balances	2014-10-01	19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-10-01	3
2013: HOLMES & TURNER EMPLOYEE PROFIT SHARING TRUST 2013 401k membership
Total participants, beginning-of-year	2013-10-01	18
Total number of active participants reported on line 7a of the Form 5500	2013-10-01	18
Number of retired or separated participants receiving benefits	2013-10-01	3
Total of all active and inactive participants	2013-10-01	21
Total participants	2013-10-01	21
Number of participants with account balances	2013-10-01	19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-10-01	4
2012: HOLMES & TURNER EMPLOYEE PROFIT SHARING TRUST 2012 401k membership
Total participants, beginning-of-year	2012-10-01	17
Total number of active participants reported on line 7a of the Form 5500	2012-10-01	18
Total of all active and inactive participants	2012-10-01	18
Total participants	2012-10-01	18
Number of participants with account balances	2012-10-01	18
2009: HOLMES & TURNER EMPLOYEE PROFIT SHARING TRUST 2009 401k membership
Total participants, beginning-of-year	2009-10-01	20
Total number of active participants reported on line 7a of the Form 5500	2009-10-01	20
Total of all active and inactive participants	2009-10-01	20
Total participants	2009-10-01	20
Number of participants with account balances	2009-10-01	20

Financial Data on HOLMES & TURNER EMPLOYEE PROFIT SHARING TRUST

Measure	Date	Value
2023 : HOLMES & TURNER EMPLOYEE PROFIT SHARING TRUST 2023 401k financial data
Total plan liabilities at end of year	2023-09-30	$9,978
Total plan liabilities at beginning of year	2023-09-30	$3,086
Total income from all sources	2023-09-30	$610,219
Expenses. Total of all expenses incurred	2023-09-30	$7,836
Benefits paid (including direct rollovers)	2023-09-30	$7,478
Total plan assets at end of year	2023-09-30	$3,280,059
Total plan assets at beginning of year	2023-09-30	$2,670,784
Value of fidelity bond covering the plan	2023-09-30	$500,000
Assets. Value of loans (other than to participants)	2023-09-30	$55,851
Expenses. Other expenses not covered elsewhere	2023-09-30	$358
Other income received	2023-09-30	$253,401
Net income (gross income less expenses)	2023-09-30	$602,383
Net plan assets at end of year (total assets less liabilities)	2023-09-30	$3,270,081
Net plan assets at beginning of year (total assets less liabilities)	2023-09-30	$2,667,698
Assets. Value of participant loans	2023-09-30	$15,030
Assets. Value of real-estate (other than employer real property)	2023-09-30	$736,378
Total contributions received or receivable from employer(s)	2023-09-30	$356,818
2022 : HOLMES & TURNER EMPLOYEE PROFIT SHARING TRUST 2022 401k financial data
Total plan liabilities at end of year	2022-09-30	$3,086
Total plan liabilities at beginning of year	2022-09-30	$1,218,779
Total income from all sources	2022-09-30	$-181,073
Expenses. Total of all expenses incurred	2022-09-30	$1,907
Total plan assets at end of year	2022-09-30	$2,670,784
Total plan assets at beginning of year	2022-09-30	$4,069,457
Value of fidelity bond covering the plan	2022-09-30	$500,000
Assets. Value of loans (other than to participants)	2022-09-30	$55,851
Expenses. Other expenses not covered elsewhere	2022-09-30	$1,907
Other income received	2022-09-30	$-503,440
Net income (gross income less expenses)	2022-09-30	$-182,980
Net plan assets at end of year (total assets less liabilities)	2022-09-30	$2,667,698
Net plan assets at beginning of year (total assets less liabilities)	2022-09-30	$2,850,678
Assets. Value of participant loans	2022-09-30	$8,652
Assets. Value of real-estate (other than employer real property)	2022-09-30	$135,000
Total contributions received or receivable from employer(s)	2022-09-30	$322,367
2021 : HOLMES & TURNER EMPLOYEE PROFIT SHARING TRUST 2021 401k financial data
Total plan liabilities at end of year	2021-09-30	$1,270,490
Total plan liabilities at beginning of year	2021-09-30	$26,404
Total income from all sources	2021-09-30	$720,265
Expenses. Total of all expenses incurred	2021-09-30	$1,270,499
Benefits paid (including direct rollovers)	2021-09-30	$1,267,414
Total plan assets at end of year	2021-09-30	$4,121,168
Total plan assets at beginning of year	2021-09-30	$3,427,316
Value of fidelity bond covering the plan	2021-09-30	$500,000
Assets. Value of loans (other than to participants)	2021-09-30	$55,851
Expenses. Other expenses not covered elsewhere	2021-09-30	$3,085
Other income received	2021-09-30	$416,087
Net income (gross income less expenses)	2021-09-30	$-550,234
Net plan assets at end of year (total assets less liabilities)	2021-09-30	$2,850,678
Net plan assets at beginning of year (total assets less liabilities)	2021-09-30	$3,400,912
Assets. Value of participant loans	2021-09-30	$13,312
Assets. Value of real-estate (other than employer real property)	2021-09-30	$300,000
Total contributions received or receivable from employer(s)	2021-09-30	$304,178
2020 : HOLMES & TURNER EMPLOYEE PROFIT SHARING TRUST 2020 401k financial data
Total plan liabilities at end of year	2020-09-30	$26,404
Total plan liabilities at beginning of year	2020-09-30	$277,948
Total income from all sources	2020-09-30	$586,700
Expenses. Total of all expenses incurred	2020-09-30	$27,687
Benefits paid (including direct rollovers)	2020-09-30	$25,604
Total plan assets at end of year	2020-09-30	$3,427,316
Total plan assets at beginning of year	2020-09-30	$3,119,847
Value of fidelity bond covering the plan	2020-09-30	$500,000
Assets. Value of loans (other than to participants)	2020-09-30	$40,082
Expenses. Other expenses not covered elsewhere	2020-09-30	$2,083
Other income received	2020-09-30	$280,179
Net income (gross income less expenses)	2020-09-30	$559,013
Net plan assets at end of year (total assets less liabilities)	2020-09-30	$3,400,912
Net plan assets at beginning of year (total assets less liabilities)	2020-09-30	$2,841,899
Assets. Value of participant loans	2020-09-30	$17,746
Assets. Value of real-estate (other than employer real property)	2020-09-30	$300,000
Total contributions received or receivable from employer(s)	2020-09-30	$306,521
2019 : HOLMES & TURNER EMPLOYEE PROFIT SHARING TRUST 2019 401k financial data
Total plan liabilities at end of year	2019-09-30	$277,948
Total plan liabilities at beginning of year	2019-09-30	$800
Total income from all sources	2019-09-30	$375,729
Expenses. Total of all expenses incurred	2019-09-30	$745,800
Benefits paid (including direct rollovers)	2019-09-30	$742,611
Total plan assets at end of year	2019-09-30	$3,119,847
Total plan assets at beginning of year	2019-09-30	$3,212,770
Value of fidelity bond covering the plan	2019-09-30	$500,000
Assets. Value of loans (other than to participants)	2019-09-30	$40,082
Expenses. Other expenses not covered elsewhere	2019-09-30	$3,189
Other income received	2019-09-30	$102,942
Net income (gross income less expenses)	2019-09-30	$-370,071
Net plan assets at end of year (total assets less liabilities)	2019-09-30	$2,841,899
Net plan assets at beginning of year (total assets less liabilities)	2019-09-30	$3,211,970
Assets. Value of participant loans	2019-09-30	$11,244
Assets. Value of real-estate (other than employer real property)	2019-09-30	$356,000
Total contributions received or receivable from employer(s)	2019-09-30	$272,787
2018 : HOLMES & TURNER EMPLOYEE PROFIT SHARING TRUST 2018 401k financial data
Total plan liabilities at end of year	2018-09-30	$800
Total plan liabilities at beginning of year	2018-09-30	$800
Total income from all sources	2018-09-30	$422,294
Expenses. Total of all expenses incurred	2018-09-30	$45,124
Benefits paid (including direct rollovers)	2018-09-30	$42,880
Total plan assets at end of year	2018-09-30	$3,212,770
Total plan assets at beginning of year	2018-09-30	$2,835,600
Value of fidelity bond covering the plan	2018-09-30	$500,000
Expenses. Other expenses not covered elsewhere	2018-09-30	$2,244
Other income received	2018-09-30	$159,994
Net income (gross income less expenses)	2018-09-30	$377,170
Net plan assets at end of year (total assets less liabilities)	2018-09-30	$3,211,970
Net plan assets at beginning of year (total assets less liabilities)	2018-09-30	$2,834,800
Total contributions received or receivable from employer(s)	2018-09-30	$262,300
2017 : HOLMES & TURNER EMPLOYEE PROFIT SHARING TRUST 2017 401k financial data
Total plan liabilities at end of year	2017-09-30	$800
Total plan liabilities at beginning of year	2017-09-30	$800
Total income from all sources	2017-09-30	$344,277
Expenses. Total of all expenses incurred	2017-09-30	$251,694
Benefits paid (including direct rollovers)	2017-09-30	$249,498
Total plan assets at end of year	2017-09-30	$2,835,600
Total plan assets at beginning of year	2017-09-30	$2,743,017
Expenses. Other expenses not covered elsewhere	2017-09-30	$2,196
Other income received	2017-09-30	$79,055
Net income (gross income less expenses)	2017-09-30	$92,583
Net plan assets at end of year (total assets less liabilities)	2017-09-30	$2,834,800
Net plan assets at beginning of year (total assets less liabilities)	2017-09-30	$2,742,217
Total contributions received or receivable from employer(s)	2017-09-30	$265,222
2016 : HOLMES & TURNER EMPLOYEE PROFIT SHARING TRUST 2016 401k financial data
Total plan liabilities at end of year	2016-09-30	$800
Total plan liabilities at beginning of year	2016-09-30	$1,179,138
Total income from all sources	2016-09-30	$377,393
Expenses. Total of all expenses incurred	2016-09-30	$16,585
Benefits paid (including direct rollovers)	2016-09-30	$11,810
Total plan assets at end of year	2016-09-30	$2,743,017
Total plan assets at beginning of year	2016-09-30	$3,560,547
Expenses. Other expenses not covered elsewhere	2016-09-30	$4,775
Other income received	2016-09-30	$119,150
Net income (gross income less expenses)	2016-09-30	$360,808
Net plan assets at end of year (total assets less liabilities)	2016-09-30	$2,742,217
Net plan assets at beginning of year (total assets less liabilities)	2016-09-30	$2,381,409
Total contributions received or receivable from employer(s)	2016-09-30	$258,243
2015 : HOLMES & TURNER EMPLOYEE PROFIT SHARING TRUST 2015 401k financial data
Total plan liabilities at end of year	2015-09-30	$1,179,138
Total plan liabilities at beginning of year	2015-09-30	$46,421
Total income from all sources	2015-09-30	$145,177
Expenses. Total of all expenses incurred	2015-09-30	$1,234,383
Benefits paid (including direct rollovers)	2015-09-30	$1,227,876
Total plan assets at end of year	2015-09-30	$3,560,547
Total plan assets at beginning of year	2015-09-30	$3,517,036
Expenses. Other expenses not covered elsewhere	2015-09-30	$6,507
Other income received	2015-09-30	$-83,686
Net income (gross income less expenses)	2015-09-30	$-1,089,206
Net plan assets at end of year (total assets less liabilities)	2015-09-30	$2,381,409
Net plan assets at beginning of year (total assets less liabilities)	2015-09-30	$3,470,615
Total contributions received or receivable from employer(s)	2015-09-30	$228,863
2014 : HOLMES & TURNER EMPLOYEE PROFIT SHARING TRUST 2014 401k financial data
Total plan liabilities at end of year	2014-09-30	$46,421
Total plan liabilities at beginning of year	2014-09-30	$22,992
Total income from all sources	2014-09-30	$302,937
Expenses. Total of all expenses incurred	2014-09-30	$50,844
Benefits paid (including direct rollovers)	2014-09-30	$47,912
Total plan assets at end of year	2014-09-30	$3,517,036
Total plan assets at beginning of year	2014-09-30	$3,241,514
Expenses. Other expenses not covered elsewhere	2014-09-30	$2,932
Other income received	2014-09-30	$112,268
Net income (gross income less expenses)	2014-09-30	$252,093
Net plan assets at end of year (total assets less liabilities)	2014-09-30	$3,470,615
Net plan assets at beginning of year (total assets less liabilities)	2014-09-30	$3,218,522
Total contributions received or receivable from employer(s)	2014-09-30	$190,669
2013 : HOLMES & TURNER EMPLOYEE PROFIT SHARING TRUST 2013 401k financial data
Total plan liabilities at end of year	2013-09-30	$22,992
Total income from all sources	2013-09-30	$358,171
Expenses. Total of all expenses incurred	2013-09-30	$42,054
Benefits paid (including direct rollovers)	2013-09-30	$39,992
Total plan assets at end of year	2013-09-30	$3,241,514
Total plan assets at beginning of year	2013-09-30	$2,902,405
Expenses. Other expenses not covered elsewhere	2013-09-30	$2,062
Other income received	2013-09-30	$182,998
Net income (gross income less expenses)	2013-09-30	$316,117
Net plan assets at end of year (total assets less liabilities)	2013-09-30	$3,218,522
Net plan assets at beginning of year (total assets less liabilities)	2013-09-30	$2,902,405
Total contributions received or receivable from employer(s)	2013-09-30	$175,173

Form 5500 Responses for HOLMES & TURNER EMPLOYEE PROFIT SHARING TRUST

2022: HOLMES & TURNER EMPLOYEE PROFIT SHARING TRUST 2022 form 5500 responses
2022-10-01	Type of plan entity	Single employer plan
2022-10-01	Plan funding arrangement – Trust	Yes
2022-10-01	Plan benefit arrangement - Trust	Yes
2021: HOLMES & TURNER EMPLOYEE PROFIT SHARING TRUST 2021 form 5500 responses
2021-10-01	Type of plan entity	Single employer plan
2021-10-01	Plan funding arrangement – Trust	Yes
2021-10-01	Plan benefit arrangement - Trust	Yes
2020: HOLMES & TURNER EMPLOYEE PROFIT SHARING TRUST 2020 form 5500 responses
2020-10-01	Type of plan entity	Single employer plan
2020-10-01	Submission has been amended	Yes
2020-10-01	Plan funding arrangement – Trust	Yes
2020-10-01	Plan benefit arrangement - Trust	Yes
2019: HOLMES & TURNER EMPLOYEE PROFIT SHARING TRUST 2019 form 5500 responses
2019-10-01	Type of plan entity	Single employer plan
2019-10-01	Plan funding arrangement – Trust	Yes
2019-10-01	Plan benefit arrangement - Trust	Yes
2018: HOLMES & TURNER EMPLOYEE PROFIT SHARING TRUST 2018 form 5500 responses
2018-10-01	Type of plan entity	Single employer plan
2018-10-01	Plan funding arrangement – Trust	Yes
2018-10-01	Plan benefit arrangement - Trust	Yes
2017: HOLMES & TURNER EMPLOYEE PROFIT SHARING TRUST 2017 form 5500 responses
2017-10-01	Type of plan entity	Single employer plan
2017-10-01	Plan funding arrangement – Trust	Yes
2017-10-01	Plan benefit arrangement - Trust	Yes
2016: HOLMES & TURNER EMPLOYEE PROFIT SHARING TRUST 2016 form 5500 responses
2016-10-01	Type of plan entity	Single employer plan
2016-10-01	Plan funding arrangement – Trust	Yes
2016-10-01	Plan benefit arrangement - Trust	Yes
2015: HOLMES & TURNER EMPLOYEE PROFIT SHARING TRUST 2015 form 5500 responses
2015-10-01	Type of plan entity	Single employer plan
2015-10-01	Submission has been amended	Yes
2015-10-01	Plan funding arrangement – Trust	Yes
2015-10-01	Plan benefit arrangement - Trust	Yes
2014: HOLMES & TURNER EMPLOYEE PROFIT SHARING TRUST 2014 form 5500 responses
2014-10-01	Type of plan entity	Single employer plan
2014-10-01	Plan funding arrangement – Trust	Yes
2014-10-01	Plan benefit arrangement - Trust	Yes
2013: HOLMES & TURNER EMPLOYEE PROFIT SHARING TRUST 2013 form 5500 responses
2013-10-01	Type of plan entity	Single employer plan
2013-10-01	Plan funding arrangement – Trust	Yes
2013-10-01	Plan benefit arrangement - Trust	Yes
2012: HOLMES & TURNER EMPLOYEE PROFIT SHARING TRUST 2012 form 5500 responses
2012-10-01	Type of plan entity	Single employer plan
2012-10-01	Plan funding arrangement – Trust	Yes
2012-10-01	Plan benefit arrangement - Trust	Yes
2009: HOLMES & TURNER EMPLOYEE PROFIT SHARING TRUST 2009 form 5500 responses
2009-10-01	Type of plan entity	Single employer plan
2009-10-01	Plan funding arrangement – Trust	Yes
2009-10-01	Plan benefit arrangement - Trust	Yes

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Company Name:	HOLMES & TURNER
Employer identification number (EIN):	810347988
NAIC Classification:	541211
NAIC Description:	Offices of Certified Public Accountants