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JAMES B. HAWKES CPA PC 401K PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan NameJAMES B. HAWKES CPA PC 401K PROFIT SHARING PLAN AND TRUST
Plan identification number 001

JAMES B. HAWKES CPA PC 401K PROFIT SHARING PLAN AND TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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

JAMES B HAWKES CPA PC has sponsored the creation of one or more 401k plans.

Company Name:JAMES B HAWKES CPA PC
Employer identification number (EIN):043174707
NAIC Classification:541211
NAIC Description:Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JAMES B. HAWKES CPA PC 401K PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012020-01-01JAMES B HAWKES2021-02-21 JAMES B HAWKES2021-02-21
0012019-01-01JAMES B HAWKES2020-05-08 JAMES B HAWKES2020-05-08
0012018-01-01JAMES B HAWKES2019-06-03 JAMES B HAWKES2019-06-03
0012017-01-01JAMES B HAWKES JAMES B HAWKES2018-05-22
0012016-01-01JAMES B HAWKES JAMES B HAWKES2017-06-16
0012015-01-01JAMES B HAWKES JAMES B HAWKES2016-05-19
0012014-01-01JAMES B HAWKES JAMES B HAWKES2015-05-21
0012013-01-01JAMES B HAWKES JAMES B HAWKES2014-05-23
0012012-01-01JAMES B HAWKES JAMES B HAWKES2013-06-18
0012011-01-01JAMES B HAWKES JAMES B HAWKES2012-05-10
0012009-01-01JAMES B HAWKES JAMES B HAWKES2010-04-22

Financial Data on JAMES B. HAWKES CPA PC 401K PROFIT SHARING PLAN AND TRUST

Measure Date Value
2017 : JAMES B. HAWKES CPA PC 401K PROFIT SHARING PLAN AND TRUST 2017 401k financial data
Total income from all sources2017-12-31$200,178
Expenses. Total of all expenses incurred2017-12-31$6,640
Total plan assets at end of year2017-12-31$1,005,343
Total plan assets at beginning of year2017-12-31$811,805
Value of fidelity bond covering the plan2017-12-31$120,000
Total contributions received or receivable from participants2017-12-31$39,682
Other income received2017-12-31$110,461
Net income (gross income less expenses)2017-12-31$193,538
Net plan assets at end of year (total assets less liabilities)2017-12-31$1,005,343
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$811,805
Total contributions received or receivable from employer(s)2017-12-31$50,035
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$6,640
2016 : JAMES B. HAWKES CPA PC 401K PROFIT SHARING PLAN AND TRUST 2016 401k financial data
Total income from all sources2016-12-31$106,432
Expenses. Total of all expenses incurred2016-12-31$15,026
Benefits paid (including direct rollovers)2016-12-31$10,000
Total plan assets at end of year2016-12-31$811,805
Total plan assets at beginning of year2016-12-31$720,399
Value of fidelity bond covering the plan2016-12-31$100,000
Total contributions received or receivable from participants2016-12-31$38,548
Other income received2016-12-31$28,039
Net income (gross income less expenses)2016-12-31$91,406
Net plan assets at end of year (total assets less liabilities)2016-12-31$811,805
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$720,399
Total contributions received or receivable from employer(s)2016-12-31$39,845
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$5,026
2015 : JAMES B. HAWKES CPA PC 401K PROFIT SHARING PLAN AND TRUST 2015 401k financial data
Total income from all sources2015-12-31$48,710
Expenses. Total of all expenses incurred2015-12-31$4,950
Total plan assets at end of year2015-12-31$720,399
Total plan assets at beginning of year2015-12-31$676,639
Value of fidelity bond covering the plan2015-12-31$100,000
Total contributions received or receivable from participants2015-12-31$24,000
Other income received2015-12-31$-11,588
Net income (gross income less expenses)2015-12-31$43,760
Net plan assets at end of year (total assets less liabilities)2015-12-31$720,399
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$676,639
Total contributions received or receivable from employer(s)2015-12-31$36,298
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$4,950
2014 : JAMES B. HAWKES CPA PC 401K PROFIT SHARING PLAN AND TRUST 2014 401k financial data
Total income from all sources2014-12-31$63,957
Expenses. Total of all expenses incurred2014-12-31$4,017
Total plan assets at end of year2014-12-31$676,639
Total plan assets at beginning of year2014-12-31$616,699
Value of fidelity bond covering the plan2014-12-31$50,000
Total contributions received or receivable from participants2014-12-31$23,800
Other income received2014-12-31$1,085
Net income (gross income less expenses)2014-12-31$59,940
Net plan assets at end of year (total assets less liabilities)2014-12-31$676,639
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$616,699
Total contributions received or receivable from employer(s)2014-12-31$39,072
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$4,017
2013 : JAMES B. HAWKES CPA PC 401K PROFIT SHARING PLAN AND TRUST 2013 401k financial data
Total income from all sources2013-12-31$86,393
Expenses. Total of all expenses incurred2013-12-31$3,608
Total plan assets at end of year2013-12-31$616,699
Total plan assets at beginning of year2013-12-31$533,914
Value of fidelity bond covering the plan2013-12-31$50,000
Total contributions received or receivable from participants2013-12-31$24,040
Other income received2013-12-31$24,398
Net income (gross income less expenses)2013-12-31$82,785
Net plan assets at end of year (total assets less liabilities)2013-12-31$616,699
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$533,914
Total contributions received or receivable from employer(s)2013-12-31$37,955
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$3,608
2012 : JAMES B. HAWKES CPA PC 401K PROFIT SHARING PLAN AND TRUST 2012 401k financial data
Total income from all sources2012-12-31$95,623
Expenses. Total of all expenses incurred2012-12-31$3,848
Total plan assets at end of year2012-12-31$533,914
Total plan assets at beginning of year2012-12-31$442,139
Value of fidelity bond covering the plan2012-12-31$50,000
Total contributions received or receivable from participants2012-12-31$23,540
Other income received2012-12-31$33,445
Net income (gross income less expenses)2012-12-31$91,775
Net plan assets at end of year (total assets less liabilities)2012-12-31$533,914
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$442,139
Total contributions received or receivable from employer(s)2012-12-31$38,638
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$3,848
2011 : JAMES B. HAWKES CPA PC 401K PROFIT SHARING PLAN AND TRUST 2011 401k financial data
Total income from all sources2011-12-31$66,132
Expenses. Total of all expenses incurred2011-12-31$4,002
Benefits paid (including direct rollovers)2011-12-31$123
Total plan assets at end of year2011-12-31$442,139
Total plan assets at beginning of year2011-12-31$380,009
Value of fidelity bond covering the plan2011-12-31$50,000
Total contributions received or receivable from participants2011-12-31$23,040
Other income received2011-12-31$11,135
Net income (gross income less expenses)2011-12-31$62,130
Net plan assets at end of year (total assets less liabilities)2011-12-31$442,139
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$380,009
Total contributions received or receivable from employer(s)2011-12-31$31,957
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$3,879
2010 : JAMES B. HAWKES CPA PC 401K PROFIT SHARING PLAN AND TRUST 2010 401k financial data
Total income from all sources2010-12-31$77,825
Expenses. Total of all expenses incurred2010-12-31$37,484
Benefits paid (including direct rollovers)2010-12-31$33,664
Total plan assets at end of year2010-12-31$380,009
Total plan assets at beginning of year2010-12-31$339,668
Value of fidelity bond covering the plan2010-12-31$50,000
Total contributions received or receivable from participants2010-12-31$23,050
Other income received2010-12-31$15,884
Net income (gross income less expenses)2010-12-31$40,341
Net plan assets at end of year (total assets less liabilities)2010-12-31$380,009
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$339,668
Total contributions received or receivable from employer(s)2010-12-31$38,891
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$3,820

Form 5500 Responses for JAMES B. HAWKES CPA PC 401K PROFIT SHARING PLAN AND TRUST

2017: JAMES B. HAWKES CPA PC 401K PROFIT SHARING PLAN AND TRUST 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: JAMES B. HAWKES CPA PC 401K PROFIT SHARING PLAN AND TRUST 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: JAMES B. HAWKES CPA PC 401K PROFIT SHARING PLAN AND TRUST 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: JAMES B. HAWKES CPA PC 401K PROFIT SHARING PLAN AND TRUST 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: JAMES B. HAWKES CPA PC 401K PROFIT SHARING PLAN AND TRUST 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: JAMES B. HAWKES CPA PC 401K PROFIT SHARING PLAN AND TRUST 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: JAMES B. HAWKES CPA PC 401K PROFIT SHARING PLAN AND TRUST 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: JAMES B. HAWKES CPA PC 401K PROFIT SHARING PLAN AND TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract numberE1324747
Policy instance 1
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract numberE1324747
Policy instance 1
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract numberE1324747
Policy instance 1
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract numberE1324747
Policy instance 1
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract numberPFT7008
Policy instance 1

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