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HEPLERBROOM, LLC 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameHEPLERBROOM, LLC 401(K) PROFIT SHARING PLAN
Plan identification number 002

HEPLERBROOM, LLC 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan covering Self-Employed individuals.
  • 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

HEPLERBROOM, LLC has sponsored the creation of one or more 401k plans.

Company Name:HEPLERBROOM, LLC
Employer identification number (EIN):371009085
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HEPLERBROOM, LLC 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01TROY BOZARTH2024-10-08
0022022-01-01TROY BOZARTH2023-09-18
0022021-01-01TROY BOZARTH2022-10-11
0022020-01-01TROY BOZARTH2021-07-30
0022019-01-01TROY BOZARTH2020-09-30
0022018-01-01TROY BOZARTH2019-10-08
0022017-01-01
0022016-01-01
0022015-01-01THOMAS J BOSTER
0022014-01-01THOMAS J BOSTER THOMAS J BOSTER2015-09-28
0022014-01-01THOMAS J BOSTER THOMAS J BOSTER2015-10-01
0022013-01-01THOMAS BOSTER
0022012-01-01JOLENE ROBBS
0022011-01-01LISA J MCQUADE
0022009-01-01LISA MCQUADE LISA MCQUADE2010-08-02

Plan Statistics for HEPLERBROOM, LLC 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for HEPLERBROOM, LLC 401(K) PROFIT SHARING PLAN

Measure Date Value
2023: HEPLERBROOM, LLC 401(K) PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01287
Total number of active participants reported on line 7a of the Form 55002023-01-01194
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-0195
Total of all active and inactive participants2023-01-01289
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-011
Total participants2023-01-01290
Number of participants with account balances2023-01-01288
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: HEPLERBROOM, LLC 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01281
Total number of active participants reported on line 7a of the Form 55002022-01-01197
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0191
Total of all active and inactive participants2022-01-01288
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01288
Number of participants with account balances2022-01-01280
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: HEPLERBROOM, LLC 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01289
Total number of active participants reported on line 7a of the Form 55002021-01-01196
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0186
Total of all active and inactive participants2021-01-01282
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01282
Number of participants with account balances2021-01-01279
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: HEPLERBROOM, LLC 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01315
Total number of active participants reported on line 7a of the Form 55002020-01-01212
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0178
Total of all active and inactive participants2020-01-01290
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01290
Number of participants with account balances2020-01-01288
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: HEPLERBROOM, LLC 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01324
Total number of active participants reported on line 7a of the Form 55002019-01-01229
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0186
Total of all active and inactive participants2019-01-01315
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01315
Number of participants with account balances2019-01-01310
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-014
2018: HEPLERBROOM, LLC 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01341
Total number of active participants reported on line 7a of the Form 55002018-01-01247
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0177
Total of all active and inactive participants2018-01-01324
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01324
Number of participants with account balances2018-01-01315
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-018
2017: HEPLERBROOM, LLC 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01359
Total number of active participants reported on line 7a of the Form 55002017-01-01274
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0165
Total of all active and inactive participants2017-01-01339
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01339
Number of participants with account balances2017-01-01324
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-015
2016: HEPLERBROOM, LLC 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01334
Total number of active participants reported on line 7a of the Form 55002016-01-01284
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0174
Total of all active and inactive participants2016-01-01358
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01358
Number of participants with account balances2016-01-01329
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: HEPLERBROOM, LLC 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01279
Total number of active participants reported on line 7a of the Form 55002015-01-01259
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0154
Total of all active and inactive participants2015-01-01313
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01313
Number of participants with account balances2015-01-01284
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: HEPLERBROOM, LLC 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01248
Total number of active participants reported on line 7a of the Form 55002014-01-01251
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0130
Total of all active and inactive participants2014-01-01281
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01281
Number of participants with account balances2014-01-01250
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: HEPLERBROOM, LLC 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01229
Total number of active participants reported on line 7a of the Form 55002013-01-01219
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0129
Total of all active and inactive participants2013-01-01248
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-01249
Number of participants with account balances2013-01-01227
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: HEPLERBROOM, LLC 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01216
Total number of active participants reported on line 7a of the Form 55002012-01-01200
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0130
Total of all active and inactive participants2012-01-01230
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-01231
Number of participants with account balances2012-01-01214
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: HEPLERBROOM, LLC 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01222
Total number of active participants reported on line 7a of the Form 55002011-01-01186
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0129
Total of all active and inactive participants2011-01-01215
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-01216
Number of participants with account balances2011-01-01196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-012
2009: HEPLERBROOM, LLC 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01255
Total number of active participants reported on line 7a of the Form 55002009-01-01162
Number of retired or separated participants receiving benefits2009-01-011
Number of other retired or separated participants entitled to future benefits2009-01-0151
Total of all active and inactive participants2009-01-01214
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01214
Number of participants with account balances2009-01-01202
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-015

Financial Data on HEPLERBROOM, LLC 401(K) PROFIT SHARING PLAN

Measure Date Value
2023 : HEPLERBROOM, LLC 401(K) PROFIT SHARING PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$12,209,493
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$4,160,945
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$4,078,989
Expenses. Certain deemed distributions of participant loans2023-12-31$51,254
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$3,079,649
Value of total assets at end of year2023-12-31$67,344,464
Value of total assets at beginning of year2023-12-31$59,295,916
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$30,702
Total interest from all sources2023-12-31$38,153
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$500,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$1,503,356
Participant contributions at end of year2023-12-31$605,184
Participant contributions at beginning of year2023-12-31$562,843
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$104,967
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$8,048,548
Value of net assets at end of year (total assets less liabilities)2023-12-31$67,344,464
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$59,295,916
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$63,058,217
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$55,206,217
Interest on participant loans2023-12-31$38,153
Value of interest in common/collective trusts at end of year2023-12-31$2,994,036
Value of interest in common/collective trusts at beginning of year2023-12-31$2,820,381
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$9,091,691
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31Yes
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$1,471,326
Employer contributions (assets) at end of year2023-12-31$687,027
Employer contributions (assets) at beginning of year2023-12-31$706,475
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$4,078,989
Contract administrator fees2023-12-31$30,702
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31UHY LLP
Accountancy firm EIN2023-12-31200694403
2022 : HEPLERBROOM, LLC 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-7,351,044
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$5,991,754
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$5,939,182
Expenses. Certain deemed distributions of participant loans2022-12-31$29,037
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$3,833,473
Value of total assets at end of year2022-12-31$59,295,916
Value of total assets at beginning of year2022-12-31$72,638,714
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$23,535
Total interest from all sources2022-12-31$30,631
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,550,748
Participant contributions at end of year2022-12-31$562,843
Participant contributions at beginning of year2022-12-31$489,572
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$771,702
Other income not declared elsewhere2022-12-31$1,180
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-13,342,798
Value of net assets at end of year (total assets less liabilities)2022-12-31$59,295,916
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$72,638,714
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$55,206,217
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$69,954,974
Interest on participant loans2022-12-31$30,631
Value of interest in common/collective trusts at end of year2022-12-31$2,820,381
Value of interest in common/collective trusts at beginning of year2022-12-31$1,435,253
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-11,216,328
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$1,511,023
Employer contributions (assets) at end of year2022-12-31$706,475
Employer contributions (assets) at beginning of year2022-12-31$758,915
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$5,939,182
Contract administrator fees2022-12-31$23,535
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31UHY LLP
Accountancy firm EIN2022-12-31200694403
2021 : HEPLERBROOM, LLC 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$12,680,464
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$2,709,535
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$2,626,924
Expenses. Certain deemed distributions of participant loans2021-12-31$62,807
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$3,149,360
Value of total assets at end of year2021-12-31$72,638,714
Value of total assets at beginning of year2021-12-31$62,667,785
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$19,804
Total interest from all sources2021-12-31$26,209
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,543,634
Participant contributions at end of year2021-12-31$489,572
Participant contributions at beginning of year2021-12-31$372,258
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$62,213
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$0
Other income not declared elsewhere2021-12-31$9,974
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$9,970,929
Value of net assets at end of year (total assets less liabilities)2021-12-31$72,638,714
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$62,667,785
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$69,954,974
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$60,036,823
Interest on participant loans2021-12-31$26,209
Value of interest in common/collective trusts at end of year2021-12-31$1,435,253
Value of interest in common/collective trusts at beginning of year2021-12-31$1,464,894
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$9,494,921
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$1,543,513
Employer contributions (assets) at end of year2021-12-31$758,915
Employer contributions (assets) at beginning of year2021-12-31$793,810
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$2,626,924
Contract administrator fees2021-12-31$19,804
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31UHY LLP
Accountancy firm EIN2021-12-31200694403
2020 : HEPLERBROOM, LLC 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$11,968,789
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$5,994,180
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$5,948,713
Expenses. Certain deemed distributions of participant loans2020-12-31$32,970
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$3,177,754
Value of total assets at end of year2020-12-31$62,667,785
Value of total assets at beginning of year2020-12-31$56,693,176
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$12,497
Total interest from all sources2020-12-31$31,146
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,544,682
Participant contributions at end of year2020-12-31$372,258
Participant contributions at beginning of year2020-12-31$634,507
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$25,000
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$58,749
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$0
Other income not declared elsewhere2020-12-31$4
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$5,974,609
Value of net assets at end of year (total assets less liabilities)2020-12-31$62,667,785
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$56,693,176
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$60,036,823
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$53,906,307
Interest on participant loans2020-12-31$31,146
Value of interest in common/collective trusts at end of year2020-12-31$1,464,894
Value of interest in common/collective trusts at beginning of year2020-12-31$1,373,141
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$8,759,885
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$1,574,323
Employer contributions (assets) at end of year2020-12-31$793,810
Employer contributions (assets) at beginning of year2020-12-31$754,221
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$5,948,713
Contract administrator fees2020-12-31$12,497
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31UHY LLP
Accountancy firm EIN2020-12-31200694403
2019 : HEPLERBROOM, LLC 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$17,509
Total income from all sources (including contributions)2019-12-31$15,190,022
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$8,418,303
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$8,323,357
Expenses. Certain deemed distributions of participant loans2019-12-31$86,463
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$3,711,229
Value of total assets at end of year2019-12-31$56,693,176
Value of total assets at beginning of year2019-12-31$49,938,966
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$8,483
Total interest from all sources2019-12-31$40,362
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,646,138
Participant contributions at end of year2019-12-31$634,507
Participant contributions at beginning of year2019-12-31$679,189
Participant contributions at end of year2019-12-31$25,000
Participant contributions at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$465,529
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$17,509
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$6,771,719
Value of net assets at end of year (total assets less liabilities)2019-12-31$56,693,176
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$49,921,457
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$53,906,307
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$46,622,594
Interest on participant loans2019-12-31$40,362
Value of interest in common/collective trusts at end of year2019-12-31$1,373,141
Value of interest in common/collective trusts at beginning of year2019-12-31$1,344,548
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$11,438,431
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,599,562
Employer contributions (assets) at end of year2019-12-31$754,221
Employer contributions (assets) at beginning of year2019-12-31$1,292,635
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$8,323,357
Contract administrator fees2019-12-31$8,483
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31UHY LLP
Accountancy firm EIN2019-12-31200694403
2018 : HEPLERBROOM, LLC 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$17,509
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$119,320
Total income from all sources (including contributions)2018-12-31$937,184
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$2,311,194
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,278,223
Expenses. Certain deemed distributions of participant loans2018-12-31$26,028
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$3,913,114
Value of total assets at end of year2018-12-31$49,938,966
Value of total assets at beginning of year2018-12-31$51,414,787
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$6,943
Total interest from all sources2018-12-31$39,397
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$2,345,976
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$2,345,976
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,702,531
Participant contributions at end of year2018-12-31$679,189
Participant contributions at beginning of year2018-12-31$790,703
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$17,509
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$119,320
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,374,010
Value of net assets at end of year (total assets less liabilities)2018-12-31$49,921,457
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$51,295,467
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$46,622,594
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$48,171,885
Interest on participant loans2018-12-31$39,397
Value of interest in common/collective trusts at end of year2018-12-31$1,344,548
Value of interest in common/collective trusts at beginning of year2018-12-31$1,265,501
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-5,391,126
Net investment gain or loss from common/collective trusts2018-12-31$29,823
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$2,210,583
Employer contributions (assets) at end of year2018-12-31$1,292,635
Employer contributions (assets) at beginning of year2018-12-31$1,186,698
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,278,223
Contract administrator fees2018-12-31$6,943
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31UHY LLP
Accountancy firm EIN2018-12-31200694403
2017 : HEPLERBROOM, LLC 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$119,320
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$12,821,016
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$2,619,168
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$2,601,154
Expenses. Certain deemed distributions of participant loans2017-12-31$11,669
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$5,359,955
Value of total assets at end of year2017-12-31$51,414,787
Value of total assets at beginning of year2017-12-31$41,093,619
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$6,345
Total interest from all sources2017-12-31$41,116
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,439,185
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$1,439,185
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,705,751
Participant contributions at end of year2017-12-31$790,703
Participant contributions at beginning of year2017-12-31$764,069
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$1,632,167
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$119,320
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$10,201,848
Value of net assets at end of year (total assets less liabilities)2017-12-31$51,295,467
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$41,093,619
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$48,171,885
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$37,797,224
Interest on participant loans2017-12-31$41,116
Value of interest in common/collective trusts at end of year2017-12-31$1,265,501
Value of interest in common/collective trusts at beginning of year2017-12-31$1,341,329
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$5,959,357
Net investment gain or loss from common/collective trusts2017-12-31$21,403
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$2,022,037
Employer contributions (assets) at end of year2017-12-31$1,186,698
Employer contributions (assets) at beginning of year2017-12-31$1,190,997
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$2,601,154
Contract administrator fees2017-12-31$6,345
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31UHY LLP
Accountancy firm EIN2017-12-31200694403
2016 : HEPLERBROOM, LLC 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$8,468,722
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,568,254
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,448,424
Expenses. Certain deemed distributions of participant loans2016-12-31$115,541
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$5,165,650
Value of total assets at end of year2016-12-31$41,093,619
Value of total assets at beginning of year2016-12-31$34,193,151
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$4,289
Total interest from all sources2016-12-31$35,576
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$1,059,203
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$1,059,203
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,642,312
Participant contributions at end of year2016-12-31$764,069
Participant contributions at beginning of year2016-12-31$743,176
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$32,336
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$1,496,616
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$6,900,468
Value of net assets at end of year (total assets less liabilities)2016-12-31$41,093,619
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$34,193,151
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$37,797,224
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$31,062,579
Interest on participant loans2016-12-31$35,576
Value of interest in common/collective trusts at end of year2016-12-31$1,341,329
Value of interest in common/collective trusts at beginning of year2016-12-31$1,290,673
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$2,187,805
Net investment gain or loss from common/collective trusts2016-12-31$20,488
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$2,026,722
Employer contributions (assets) at end of year2016-12-31$1,190,997
Employer contributions (assets) at beginning of year2016-12-31$1,064,387
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,448,424
Contract administrator fees2016-12-31$4,289
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31UHY LLP
Accountancy firm EIN2016-12-31200694403
2015 : HEPLERBROOM, LLC 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$3,947,102
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,144,026
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,020,405
Expenses. Certain deemed distributions of participant loans2015-12-31$120,734
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$3,369,718
Value of total assets at end of year2015-12-31$34,193,151
Value of total assets at beginning of year2015-12-31$31,390,075
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$2,887
Total interest from all sources2015-12-31$32,534
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$1,313,013
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$1,313,013
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,461,958
Participant contributions at end of year2015-12-31$743,176
Participant contributions at beginning of year2015-12-31$758,648
Participant contributions at end of year2015-12-31$32,336
Participant contributions at beginning of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$92,704
Administrative expenses (other) incurred2015-12-31$2,887
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$2,803,076
Value of net assets at end of year (total assets less liabilities)2015-12-31$34,193,151
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$31,390,075
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$31,062,579
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$28,113,836
Interest on participant loans2015-12-31$32,534
Value of interest in common/collective trusts at end of year2015-12-31$1,290,673
Value of interest in common/collective trusts at beginning of year2015-12-31$1,558,138
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-788,777
Net investment gain or loss from common/collective trusts2015-12-31$20,614
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$1,815,056
Employer contributions (assets) at end of year2015-12-31$1,064,387
Employer contributions (assets) at beginning of year2015-12-31$959,453
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,020,405
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31Yes
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31UHY LLP
Accountancy firm EIN2015-12-31200694403
2014 : HEPLERBROOM, LLC 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets to this plan2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$5,153,006
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,527,433
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,434,802
Expenses. Certain deemed distributions of participant loans2014-12-31$13,632
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$3,058,062
Value of total assets at end of year2014-12-31$31,390,075
Value of total assets at beginning of year2014-12-31$27,764,502
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$78,999
Total interest from all sources2014-12-31$31,522
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$1,221,681
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$1,221,681
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,406,660
Participant contributions at end of year2014-12-31$758,648
Participant contributions at beginning of year2014-12-31$780,038
Participant contributions at beginning of year2014-12-31$14,800
Assets. Other investments not covered elsewhere at end of year2014-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$4,935
Other income not declared elsewhere2014-12-31$126,085
Administrative expenses (other) incurred2014-12-31$78,999
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$3,625,573
Value of net assets at end of year (total assets less liabilities)2014-12-31$31,390,075
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$27,764,502
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$28,113,836
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$24,599,860
Interest on participant loans2014-12-31$31,522
Value of interest in common/collective trusts at end of year2014-12-31$1,558,138
Value of interest in common/collective trusts at beginning of year2014-12-31$1,482,965
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$721,729
Net investment gain or loss from common/collective trusts2014-12-31$-6,073
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$1,646,467
Employer contributions (assets) at end of year2014-12-31$959,453
Employer contributions (assets) at beginning of year2014-12-31$886,839
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,434,802
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31UHY LLP
Accountancy firm EIN2014-12-31200694403
2013 : HEPLERBROOM, LLC 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$7,507,916
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$921,819
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$833,336
Expenses. Certain deemed distributions of participant loans2013-12-31$221
Value of total corrective distributions2013-12-31$725
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$2,724,159
Value of total assets at end of year2013-12-31$27,764,502
Value of total assets at beginning of year2013-12-31$21,178,405
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$87,537
Total interest from all sources2013-12-31$28,288
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$677,403
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$677,403
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,246,539
Participant contributions at end of year2013-12-31$780,038
Participant contributions at beginning of year2013-12-31$626,641
Participant contributions at end of year2013-12-31$14,800
Participant contributions at beginning of year2013-12-31$600
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$13,239
Other income not declared elsewhere2013-12-31$88,656
Administrative expenses (other) incurred2013-12-31$87,537
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$6,586,097
Value of net assets at end of year (total assets less liabilities)2013-12-31$27,764,502
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$21,178,405
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$24,599,860
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$18,416,000
Interest on participant loans2013-12-31$28,288
Value of interest in common/collective trusts at end of year2013-12-31$1,482,965
Value of interest in common/collective trusts at beginning of year2013-12-31$1,381,579
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$3,959,990
Net investment gain or loss from common/collective trusts2013-12-31$29,420
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$1,464,381
Employer contributions (assets) at end of year2013-12-31$886,839
Employer contributions (assets) at beginning of year2013-12-31$753,585
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$833,336
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31UHY LLP
Accountancy firm EIN2013-12-31200694403
2012 : HEPLERBROOM, LLC 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$30,384
Total income from all sources (including contributions)2012-12-31$4,830,096
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$4,468,163
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$4,375,894
Expenses. Certain deemed distributions of participant loans2012-12-31$5,205
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$2,331,520
Value of total assets at end of year2012-12-31$21,178,405
Value of total assets at beginning of year2012-12-31$20,846,856
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$87,064
Total interest from all sources2012-12-31$24,355
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$485,318
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$485,318
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,082,171
Participant contributions at end of year2012-12-31$626,641
Participant contributions at beginning of year2012-12-31$577,645
Participant contributions at end of year2012-12-31$600
Other income not declared elsewhere2012-12-31$85,536
Administrative expenses (other) incurred2012-12-31$87,064
Liabilities. Value of operating payables at beginning of year2012-12-31$30,384
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$361,933
Value of net assets at end of year (total assets less liabilities)2012-12-31$21,178,405
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$20,816,472
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$18,416,000
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$16,900,221
Interest on participant loans2012-12-31$24,355
Value of interest in common/collective trusts at end of year2012-12-31$1,381,579
Value of interest in common/collective trusts at beginning of year2012-12-31$2,610,726
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,877,114
Net investment gain or loss from common/collective trusts2012-12-31$26,253
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$1,249,349
Employer contributions (assets) at end of year2012-12-31$753,585
Employer contributions (assets) at beginning of year2012-12-31$758,264
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$4,375,894
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31UHY LLP
Accountancy firm EIN2012-12-31200694403
2011 : HEPLERBROOM, LLC 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$30,384
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$5,418
Total income from all sources (including contributions)2011-12-31$2,560,080
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$428,436
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$353,677
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$2,838,664
Value of total assets at end of year2011-12-31$20,846,856
Value of total assets at beginning of year2011-12-31$18,690,246
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$74,759
Total interest from all sources2011-12-31$23,412
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$557,468
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$557,468
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$2,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$1,057,850
Participant contributions at end of year2011-12-31$577,645
Participant contributions at beginning of year2011-12-31$523,311
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$537,301
Other income not declared elsewhere2011-12-31$69,978
Administrative expenses (other) incurred2011-12-31$74,759
Liabilities. Value of operating payables at end of year2011-12-31$30,384
Liabilities. Value of operating payables at beginning of year2011-12-31$5,418
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$2,131,644
Value of net assets at end of year (total assets less liabilities)2011-12-31$20,816,472
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$18,684,828
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$16,900,221
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$15,207,072
Interest on participant loans2011-12-31$23,412
Value of interest in common/collective trusts at end of year2011-12-31$2,610,726
Value of interest in common/collective trusts at beginning of year2011-12-31$2,081,261
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-961,876
Net investment gain or loss from common/collective trusts2011-12-31$32,434
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$1,243,513
Employer contributions (assets) at end of year2011-12-31$758,264
Employer contributions (assets) at beginning of year2011-12-31$878,602
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$353,677
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31UHY LLP
Accountancy firm EIN2011-12-31200694403
2010 : HEPLERBROOM, LLC 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$5,418
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$3,709,512
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$1,149,903
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,145,183
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,863,167
Value of total assets at end of year2010-12-31$18,690,246
Value of total assets at beginning of year2010-12-31$16,125,219
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$4,720
Total interest from all sources2010-12-31$22,368
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$320,513
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$320,513
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$2,000,000
If this is an individual account plan, was there a blackout period2010-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$984,835
Participant contributions at end of year2010-12-31$523,311
Participant contributions at beginning of year2010-12-31$396,765
Participant contributions at beginning of year2010-12-31$1,000
Other income not declared elsewhere2010-12-31$-797
Administrative expenses (other) incurred2010-12-31$4,720
Liabilities. Value of operating payables at end of year2010-12-31$5,418
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$2,559,609
Value of net assets at end of year (total assets less liabilities)2010-12-31$18,684,828
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$16,125,219
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$15,207,072
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$12,305,168
Interest on participant loans2010-12-31$22,368
Value of interest in common/collective trusts at end of year2010-12-31$2,081,261
Value of interest in common/collective trusts at beginning of year2010-12-31$1,697,083
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$508,091
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$508,091
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,345,012
Net investment gain or loss from common/collective trusts2010-12-31$159,249
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$878,332
Employer contributions (assets) at end of year2010-12-31$878,602
Employer contributions (assets) at beginning of year2010-12-31$1,217,112
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,145,183
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31Yes
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31UHY LLP
Accountancy firm EIN2010-12-31200694403
2009 : HEPLERBROOM, LLC 401(K) PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for HEPLERBROOM, LLC 401(K) PROFIT SHARING PLAN

2023: HEPLERBROOM, LLC 401(K) PROFIT SHARING PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: HEPLERBROOM, LLC 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: HEPLERBROOM, LLC 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: HEPLERBROOM, LLC 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: HEPLERBROOM, LLC 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: HEPLERBROOM, LLC 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: HEPLERBROOM, LLC 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
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: HEPLERBROOM, LLC 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
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: HEPLERBROOM, LLC 401(K) 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: HEPLERBROOM, LLC 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedYes
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 – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: HEPLERBROOM, LLC 401(K) 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 – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: HEPLERBROOM, LLC 401(K) 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 – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: HEPLERBROOM, LLC 401(K) 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 – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: HEPLERBROOM, LLC 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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