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HART & GERSBACH INC CPAS SALARY REDUCTION AND PROFIT SHARING PLAN 401k Plan overview

Plan NameHART & GERSBACH INC CPAS SALARY REDUCTION AND PROFIT SHARING PLAN
Plan identification number 001

HART & GERSBACH INC CPAS SALARY REDUCTION AND PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.

401k Sponsoring company profile

HART & GERSBACH INC CPAS has sponsored the creation of one or more 401k plans.

Company Name:HART & GERSBACH INC CPAS
Employer identification number (EIN):311656463
NAIC Classification:541211
NAIC Description:Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HART & GERSBACH INC CPAS SALARY REDUCTION AND PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012016-01-01THOMAS HART2017-10-13
0012015-01-01THOMAS HART
0012014-01-01THOMAS HART
0012013-01-01THOMAS HART
0012012-01-01THOMAS HART
0012011-01-01THOMAS HART
0012010-01-01THOMAS J HART THOMAS J HART2011-10-14
0012009-01-01THOMAS J HART THOMAS J HART2010-10-15

Plan Statistics for HART & GERSBACH INC CPAS SALARY REDUCTION AND PROFIT SHARING PLAN

401k plan membership statisitcs for HART & GERSBACH INC CPAS SALARY REDUCTION AND PROFIT SHARING PLAN

Measure Date Value
2015: HART & GERSBACH INC CPAS SALARY REDUCTION AND PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-017
Total number of active participants reported on line 7a of the Form 55002015-01-015
Number of other retired or separated participants entitled to future benefits2015-01-012
Total of all active and inactive participants2015-01-017
Total participants2015-01-017
2014: HART & GERSBACH INC CPAS SALARY REDUCTION AND PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-015
Total number of active participants reported on line 7a of the Form 55002014-01-013
Number of other retired or separated participants entitled to future benefits2014-01-012
Total of all active and inactive participants2014-01-015
Total participants2014-01-015
2013: HART & GERSBACH INC CPAS SALARY REDUCTION AND PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-015
Total number of active participants reported on line 7a of the Form 55002013-01-015
Total of all active and inactive participants2013-01-015
Total participants2013-01-015
2012: HART & GERSBACH INC CPAS SALARY REDUCTION AND PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-015
Total number of active participants reported on line 7a of the Form 55002012-01-015
Total of all active and inactive participants2012-01-015
Total participants2012-01-015
2011: HART & GERSBACH INC CPAS SALARY REDUCTION AND PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-018
Total number of active participants reported on line 7a of the Form 55002011-01-018
Total of all active and inactive participants2011-01-018
Total participants2011-01-018
2010: HART & GERSBACH INC CPAS SALARY REDUCTION AND PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-019
Total number of active participants reported on line 7a of the Form 55002010-01-017
Number of retired or separated participants receiving benefits2010-01-011
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-018
Number of participants with account balances2010-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: HART & GERSBACH INC CPAS SALARY REDUCTION AND PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-019
Total number of active participants reported on line 7a of the Form 55002009-01-018
Number of retired or separated participants receiving benefits2009-01-011
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-019
Number of participants with account balances2009-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010
Number of employers contributing to the scheme2009-01-010

Financial Data on HART & GERSBACH INC CPAS SALARY REDUCTION AND PROFIT SHARING PLAN

Measure Date Value
2015 : HART & GERSBACH INC CPAS SALARY REDUCTION AND PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-12-31$6,105
Expenses. Total of all expenses incurred2015-12-31$0
Total plan assets at end of year2015-12-31$494,975
Total plan assets at beginning of year2015-12-31$488,870
Value of fidelity bond covering the plan2015-12-31$50,000
Total contributions received or receivable from participants2015-12-31$561
Other income received2015-12-31$5,544
Net income (gross income less expenses)2015-12-31$6,105
Net plan assets at end of year (total assets less liabilities)2015-12-31$494,975
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$488,870
2014 : HART & GERSBACH INC CPAS SALARY REDUCTION AND PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-12-31$28,189
Expenses. Total of all expenses incurred2014-12-31$8
Total plan assets at end of year2014-12-31$488,870
Total plan assets at beginning of year2014-12-31$460,689
Value of fidelity bond covering the plan2014-12-31$50,000
Total contributions received or receivable from participants2014-12-31$7,367
Expenses. Other expenses not covered elsewhere2014-12-31$8
Other income received2014-12-31$20,822
Net income (gross income less expenses)2014-12-31$28,181
Net plan assets at end of year (total assets less liabilities)2014-12-31$488,870
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$460,689
Assets. Value of participant loans2014-12-31$6,249
2013 : HART & GERSBACH INC CPAS SALARY REDUCTION AND PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$128,021
Expenses. Total of all expenses incurred2013-12-31$9
Total plan assets at end of year2013-12-31$460,689
Total plan assets at beginning of year2013-12-31$332,677
Value of fidelity bond covering the plan2013-12-31$50,000
Total contributions received or receivable from participants2013-12-31$8,573
Expenses. Other expenses not covered elsewhere2013-12-31$9
Other income received2013-12-31$119,448
Net income (gross income less expenses)2013-12-31$128,012
Net plan assets at end of year (total assets less liabilities)2013-12-31$460,689
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$332,677
Assets. Value of participant loans2013-12-31$27,071
2012 : HART & GERSBACH INC CPAS SALARY REDUCTION AND PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$33,400
Expenses. Total of all expenses incurred2012-12-31$19,177
Benefits paid (including direct rollovers)2012-12-31$19,164
Total plan assets at end of year2012-12-31$332,677
Total plan assets at beginning of year2012-12-31$318,454
Value of fidelity bond covering the plan2012-12-31$50,000
Total contributions received or receivable from participants2012-12-31$7,382
Expenses. Other expenses not covered elsewhere2012-12-31$13
Other income received2012-12-31$25,418
Net income (gross income less expenses)2012-12-31$14,223
Net plan assets at end of year (total assets less liabilities)2012-12-31$332,677
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$318,454
Assets. Value of participant loans2012-12-31$38,963
Total contributions received or receivable from employer(s)2012-12-31$600
2011 : HART & GERSBACH INC CPAS SALARY REDUCTION AND PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$21,285
Expenses. Total of all expenses incurred2011-12-31$15,727
Total plan assets at end of year2011-12-31$318,454
Total plan assets at beginning of year2011-12-31$312,896
Value of fidelity bond covering the plan2011-12-31$50,000
Total contributions received or receivable from participants2011-12-31$19,451
Expenses. Other expenses not covered elsewhere2011-12-31$15,727
Net income (gross income less expenses)2011-12-31$5,558
Net plan assets at end of year (total assets less liabilities)2011-12-31$318,454
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$312,896
Assets. Value of participant loans2011-12-31$80,822
Total contributions received or receivable from employer(s)2011-12-31$1,834
2010 : HART & GERSBACH INC CPAS SALARY REDUCTION AND PROFIT SHARING PLAN 2010 401k financial data
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$28,915
Expenses. Total of all expenses incurred2010-12-31$21,988
Benefits paid (including direct rollovers)2010-12-31$14,174
Total plan assets at end of year2010-12-31$312,896
Total plan assets at beginning of year2010-12-31$305,969
Value of fidelity bond covering the plan2010-12-31$50,000
Total contributions received or receivable from participants2010-12-31$26,819
Expenses. Other expenses not covered elsewhere2010-12-31$7,814
Net income (gross income less expenses)2010-12-31$6,927
Net plan assets at end of year (total assets less liabilities)2010-12-31$312,896
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$305,969
Total contributions received or receivable from employer(s)2010-12-31$2,096

Form 5500 Responses for HART & GERSBACH INC CPAS SALARY REDUCTION AND PROFIT SHARING PLAN

2015: HART & GERSBACH INC CPAS SALARY REDUCTION AND PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
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: HART & GERSBACH INC CPAS SALARY REDUCTION AND PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
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: HART & GERSBACH INC CPAS SALARY REDUCTION AND PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
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: HART & GERSBACH INC CPAS SALARY REDUCTION AND PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
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: HART & GERSBACH INC CPAS SALARY REDUCTION AND PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: HART & GERSBACH INC CPAS SALARY REDUCTION AND PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: HART & GERSBACH INC CPAS SALARY REDUCTION AND PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number91671251
Policy instance 1
Insurance contract or identification number91671251
Number of Individuals Covered7
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $2,048
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,024
Insurance broker organization code?3
Insurance broker nameJOSEPH BRUNGS
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number91671251
Policy instance 1
Insurance contract or identification number91671251
Number of Individuals Covered5
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $1,878
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $939
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameJOSEPH BRUNGS
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number91671251
Policy instance 1
Insurance contract or identification number91671251
Number of Individuals Covered5
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $1,556
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $778
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameJOSEPH BRUNGS
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number91671251
Policy instance 1
Insurance contract or identification number91671251
Number of Individuals Covered8
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $1,290
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $645
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameJOSEPH BRUNGS
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number91671251
Policy instance 1
Insurance contract or identification number91671251
Number of Individuals Covered8
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $1,166
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number91671251
Policy instance 1
Insurance contract or identification number91671251
Number of Individuals Covered7
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $988
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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