401k Plan data: HAYFLICH & STEINBERG, CPA'S, PLLC PROFIT SHARING PLAN plan

HAYFLICH & STEINBERG, CPA'S, PLLC PROFIT SHARING PLAN 401k Plan overview

Plan Name	HAYFLICH & STEINBERG, CPA'S, PLLC PROFIT SHARING PLAN
Plan identification number	003

HAYFLICH & STEINBERG, CPA'S, PLLC PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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.
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.

401k Sponsoring company profile

HAYFLICH & STEINBERG, CPA'S, PLLC has sponsored the creation of one or more 401k plans.

Company Name: HAYFLICH & STEINBERG, CPA'S, PLLC

Employer identification number (EIN): 371496963

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HAYFLICH & STEINBERG, CPA'S, PLLC PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2022-01-01 HAYFLICH & STEINBERG, CPA'S, PLLC 2023-10-14
003 2021-01-01 HAYFLICH & STEINBERG, CPA'S, PLLC
003 2020-01-01 HAYFLICH & STEINBERG, CPA'S, PLLC 2021-10-05
003 2019-01-01 HAYFLICH & STEINBERG, CPA'S, PLLC 2020-10-14
003 2018-01-01 AARON J. HEIGHTON 2019-07-31
003 2017-01-01
003 2016-01-01
003 2015-01-01
003 2014-01-01
003 2013-01-01
003 2012-01-01 JOHN LAFEAR
003 2011-01-01 JOHN LAFEAR
003 2009-07-01 JOHN LAFEAR

Plan Statistics for HAYFLICH & STEINBERG, CPA'S, PLLC PROFIT SHARING PLAN

401k plan membership statisitcs for HAYFLICH & STEINBERG, CPA'S, PLLC PROFIT SHARING PLAN

Measure Date Value
2022: HAYFLICH & STEINBERG, CPA'S, PLLC PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 43
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 26
Number of retired or separated participants receiving benefits 2022-01-01 1
Number of other retired or separated participants entitled to future benefits 2022-01-01 20
Total of all active and inactive participants 2022-01-01 47
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 47
Number of participants with account balances 2022-01-01 26
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: HAYFLICH & STEINBERG, CPA'S, PLLC PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 34
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 23
Number of retired or separated participants receiving benefits 2021-01-01 16
Number of other retired or separated participants entitled to future benefits 2021-01-01 1
Total of all active and inactive participants 2021-01-01 40
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 3
Total participants 2021-01-01 43
Number of participants with account balances 2021-01-01 43
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: HAYFLICH & STEINBERG, CPA'S, PLLC PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 34
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 25
Number of other retired or separated participants entitled to future benefits 2020-01-01 10
Total of all active and inactive participants 2020-01-01 35
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 3
Total participants 2020-01-01 38
Number of participants with account balances 2020-01-01 38
2019: HAYFLICH & STEINBERG, CPA'S, PLLC PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 30
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 21
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 5
Total of all active and inactive participants 2019-01-01 26
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 2
Total participants 2019-01-01 28
Number of participants with account balances 2019-01-01 28
2018: HAYFLICH & STEINBERG, CPA'S, PLLC PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 26
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 19
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 7
Total of all active and inactive participants 2018-01-01 26
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 2
Total participants 2018-01-01 28
Number of participants with account balances 2018-01-01 28
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: HAYFLICH & STEINBERG, CPA'S, PLLC PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 33
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 16
Number of retired or separated participants receiving benefits 2017-01-01 4
Total of all active and inactive participants 2017-01-01 20
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 2
Total participants 2017-01-01 22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 4
2016: HAYFLICH & STEINBERG, CPA'S, PLLC PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 32
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 21
Number of retired or separated participants receiving benefits 2016-01-01 4
Number of other retired or separated participants entitled to future benefits 2016-01-01 3
Total of all active and inactive participants 2016-01-01 28
Total participants 2016-01-01 28
Number of participants with account balances 2016-01-01 27
2015: HAYFLICH & STEINBERG, CPA'S, PLLC PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 27
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 20
Number of retired or separated participants receiving benefits 2015-01-01 1
Number of other retired or separated participants entitled to future benefits 2015-01-01 6
Total of all active and inactive participants 2015-01-01 27
Total participants 2015-01-01 27
Number of participants with account balances 2015-01-01 27
2014: HAYFLICH & STEINBERG, CPA'S, PLLC PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 44
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 20
Number of retired or separated participants receiving benefits 2014-01-01 3
Number of other retired or separated participants entitled to future benefits 2014-01-01 4
Total of all active and inactive participants 2014-01-01 27
Total participants 2014-01-01 27
Number of participants with account balances 2014-01-01 24
2013: HAYFLICH & STEINBERG, CPA'S, PLLC PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 33
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 34
Number of retired or separated participants receiving benefits 2013-01-01 4
Number of other retired or separated participants entitled to future benefits 2013-01-01 6
Total of all active and inactive participants 2013-01-01 44
Total participants 2013-01-01 44
Number of participants with account balances 2013-01-01 25
2012: HAYFLICH & STEINBERG, CPA'S, PLLC PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 30
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 33
Number of retired or separated participants receiving benefits 2012-01-01 4
Number of other retired or separated participants entitled to future benefits 2012-01-01 4
Total of all active and inactive participants 2012-01-01 41
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 41
Number of participants with account balances 2012-01-01 27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: HAYFLICH & STEINBERG, CPA'S, PLLC PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 29
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 28
Number of retired or separated participants receiving benefits 2011-01-01 2
Total of all active and inactive participants 2011-01-01 30
Total participants 2011-01-01 30
Number of participants with account balances 2011-01-01 22
2009: HAYFLICH & STEINBERG, CPA'S, PLLC PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-07-01 27
Total number of active participants reported on line 7a of the Form 5500 2009-07-01 27
Number of retired or separated participants receiving benefits 2009-07-01 0
Number of other retired or separated participants entitled to future benefits 2009-07-01 0
Total of all active and inactive participants 2009-07-01 27
Total participants 2009-07-01 27
Number of participants with account balances 2009-07-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-07-01 0

Measure	Date	Value
2022: HAYFLICH & STEINBERG, CPA'S, PLLC PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	43
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	26
Number of retired or separated participants receiving benefits	2022-01-01	1
Number of other retired or separated participants entitled to future benefits	2022-01-01	20
Total of all active and inactive participants	2022-01-01	47
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	47
Number of participants with account balances	2022-01-01	26
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: HAYFLICH & STEINBERG, CPA'S, PLLC PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	34
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	23
Number of retired or separated participants receiving benefits	2021-01-01	16
Number of other retired or separated participants entitled to future benefits	2021-01-01	1
Total of all active and inactive participants	2021-01-01	40
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	3
Total participants	2021-01-01	43
Number of participants with account balances	2021-01-01	43
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: HAYFLICH & STEINBERG, CPA'S, PLLC PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	34
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	25
Number of other retired or separated participants entitled to future benefits	2020-01-01	10
Total of all active and inactive participants	2020-01-01	35
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	3
Total participants	2020-01-01	38
Number of participants with account balances	2020-01-01	38
2019: HAYFLICH & STEINBERG, CPA'S, PLLC PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	30
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	21
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	5
Total of all active and inactive participants	2019-01-01	26
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	2
Total participants	2019-01-01	28
Number of participants with account balances	2019-01-01	28
2018: HAYFLICH & STEINBERG, CPA'S, PLLC PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	26
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	19
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	7
Total of all active and inactive participants	2018-01-01	26
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	2
Total participants	2018-01-01	28
Number of participants with account balances	2018-01-01	28
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: HAYFLICH & STEINBERG, CPA'S, PLLC PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	33
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	16
Number of retired or separated participants receiving benefits	2017-01-01	4
Total of all active and inactive participants	2017-01-01	20
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	2
Total participants	2017-01-01	22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	4
2016: HAYFLICH & STEINBERG, CPA'S, PLLC PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	32
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	21
Number of retired or separated participants receiving benefits	2016-01-01	4
Number of other retired or separated participants entitled to future benefits	2016-01-01	3
Total of all active and inactive participants	2016-01-01	28
Total participants	2016-01-01	28
Number of participants with account balances	2016-01-01	27
2015: HAYFLICH & STEINBERG, CPA'S, PLLC PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	27
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	20
Number of retired or separated participants receiving benefits	2015-01-01	1
Number of other retired or separated participants entitled to future benefits	2015-01-01	6
Total of all active and inactive participants	2015-01-01	27
Total participants	2015-01-01	27
Number of participants with account balances	2015-01-01	27
2014: HAYFLICH & STEINBERG, CPA'S, PLLC PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	44
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	20
Number of retired or separated participants receiving benefits	2014-01-01	3
Number of other retired or separated participants entitled to future benefits	2014-01-01	4
Total of all active and inactive participants	2014-01-01	27
Total participants	2014-01-01	27
Number of participants with account balances	2014-01-01	24
2013: HAYFLICH & STEINBERG, CPA'S, PLLC PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	33
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	34
Number of retired or separated participants receiving benefits	2013-01-01	4
Number of other retired or separated participants entitled to future benefits	2013-01-01	6
Total of all active and inactive participants	2013-01-01	44
Total participants	2013-01-01	44
Number of participants with account balances	2013-01-01	25
2012: HAYFLICH & STEINBERG, CPA'S, PLLC PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	30
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	33
Number of retired or separated participants receiving benefits	2012-01-01	4
Number of other retired or separated participants entitled to future benefits	2012-01-01	4
Total of all active and inactive participants	2012-01-01	41
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	41
Number of participants with account balances	2012-01-01	27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: HAYFLICH & STEINBERG, CPA'S, PLLC PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	29
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	28
Number of retired or separated participants receiving benefits	2011-01-01	2
Total of all active and inactive participants	2011-01-01	30
Total participants	2011-01-01	30
Number of participants with account balances	2011-01-01	22
2009: HAYFLICH & STEINBERG, CPA'S, PLLC PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-07-01	27
Total number of active participants reported on line 7a of the Form 5500	2009-07-01	27
Number of retired or separated participants receiving benefits	2009-07-01	0
Number of other retired or separated participants entitled to future benefits	2009-07-01	0
Total of all active and inactive participants	2009-07-01	27
Total participants	2009-07-01	27
Number of participants with account balances	2009-07-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-07-01	0

Financial Data on HAYFLICH & STEINBERG, CPA'S, PLLC PROFIT SHARING PLAN

Measure	Date	Value
2022 : HAYFLICH & STEINBERG, CPA'S, PLLC PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources	2022-12-31	$-39,673
Expenses. Total of all expenses incurred	2022-12-31	$148,635
Benefits paid (including direct rollovers)	2022-12-31	$140,988
Total plan assets at end of year	2022-12-31	$1,616,015
Total plan assets at beginning of year	2022-12-31	$1,804,323
Value of fidelity bond covering the plan	2022-12-31	$100,000
Total contributions received or receivable from participants	2022-12-31	$153,049
Contributions received from other sources (not participants or employers)	2022-12-31	$7,846
Other income received	2022-12-31	$-252,574
Net income (gross income less expenses)	2022-12-31	$-188,308
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$1,616,015
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$1,804,323
Total contributions received or receivable from employer(s)	2022-12-31	$52,006
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$7,647
2021 : HAYFLICH & STEINBERG, CPA'S, PLLC PROFIT SHARING PLAN 2021 401k financial data
Transfers to/from the plan	2021-12-31	$29,856
Total income from all sources	2021-12-31	$425,570
Expenses. Total of all expenses incurred	2021-12-31	$52,763
Benefits paid (including direct rollovers)	2021-12-31	$49,516
Total plan assets at end of year	2021-12-31	$1,804,323
Total plan assets at beginning of year	2021-12-31	$1,401,660
Value of fidelity bond covering the plan	2021-12-31	$100,000
Total contributions received or receivable from participants	2021-12-31	$134,373
Other income received	2021-12-31	$234,757
Net income (gross income less expenses)	2021-12-31	$372,807
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$1,804,323
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$1,401,660
Total contributions received or receivable from employer(s)	2021-12-31	$56,440
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$3,247
2020 : HAYFLICH & STEINBERG, CPA'S, PLLC PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$313,830
Expenses. Total of all expenses incurred	2020-12-31	$329,101
Benefits paid (including direct rollovers)	2020-12-31	$326,214
Total plan assets at end of year	2020-12-31	$1,401,660
Total plan assets at beginning of year	2020-12-31	$1,416,931
Value of fidelity bond covering the plan	2020-12-31	$100,000
Total contributions received or receivable from participants	2020-12-31	$107,489
Other income received	2020-12-31	$155,796
Net income (gross income less expenses)	2020-12-31	$-15,271
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$1,401,660
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$1,416,931
Total contributions received or receivable from employer(s)	2020-12-31	$50,545
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$2,887
2019 : HAYFLICH & STEINBERG, CPA'S, PLLC PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$380,038
Expenses. Total of all expenses incurred	2019-12-31	$14,694
Benefits paid (including direct rollovers)	2019-12-31	$12,290
Total plan assets at end of year	2019-12-31	$1,416,931
Total plan assets at beginning of year	2019-12-31	$1,051,587
Value of fidelity bond covering the plan	2019-12-31	$100,000
Total contributions received or receivable from participants	2019-12-31	$75,092
Other income received	2019-12-31	$262,602
Net income (gross income less expenses)	2019-12-31	$365,344
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$1,416,931
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$1,051,587
Assets. Value of participant loans	2019-12-31	$0
Total contributions received or receivable from employer(s)	2019-12-31	$42,344
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$2,404
2018 : HAYFLICH & STEINBERG, CPA'S, PLLC PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$21,174
Expenses. Total of all expenses incurred	2018-12-31	$2,074
Benefits paid (including direct rollovers)	2018-12-31	$0
Total plan assets at end of year	2018-12-31	$1,051,587
Total plan assets at beginning of year	2018-12-31	$1,032,487
Value of fidelity bond covering the plan	2018-12-31	$100,000
Total contributions received or receivable from participants	2018-12-31	$72,465
Other income received	2018-12-31	$-93,757
Net income (gross income less expenses)	2018-12-31	$19,100
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$1,051,587
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$1,032,487
Assets. Value of participant loans	2018-12-31	$336
Total contributions received or receivable from employer(s)	2018-12-31	$42,466
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$2,074
2017 : HAYFLICH & STEINBERG, CPA'S, PLLC PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$279,175
Expenses. Total of all expenses incurred	2017-12-31	$274,460
Benefits paid (including direct rollovers)	2017-12-31	$273,221
Total plan assets at end of year	2017-12-31	$1,032,487
Total plan assets at beginning of year	2017-12-31	$1,027,772
Value of fidelity bond covering the plan	2017-12-31	$100,000
Total contributions received or receivable from participants	2017-12-31	$102,312
Other income received	2017-12-31	$136,285
Net income (gross income less expenses)	2017-12-31	$4,715
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$1,032,487
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$1,027,772
Assets. Value of participant loans	2017-12-31	$1,121
Total contributions received or receivable from employer(s)	2017-12-31	$40,578
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$1,239
2016 : HAYFLICH & STEINBERG, CPA'S, PLLC PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$181,712
Expenses. Total of all expenses incurred	2016-12-31	$69,425
Benefits paid (including direct rollovers)	2016-12-31	$67,390
Total plan assets at end of year	2016-12-31	$1,027,772
Total plan assets at beginning of year	2016-12-31	$915,485
Value of fidelity bond covering the plan	2016-12-31	$100,000
Total contributions received or receivable from participants	2016-12-31	$77,474
Other income received	2016-12-31	$65,592
Net income (gross income less expenses)	2016-12-31	$112,287
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$1,027,772
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$915,485
Assets. Value of participant loans	2016-12-31	$5,689
Total contributions received or receivable from employer(s)	2016-12-31	$38,646
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$2,035
2015 : HAYFLICH & STEINBERG, CPA'S, PLLC PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$126,086
Expenses. Total of all expenses incurred	2015-12-31	$32,198
Benefits paid (including direct rollovers)	2015-12-31	$29,908
Total plan assets at end of year	2015-12-31	$915,485
Total plan assets at beginning of year	2015-12-31	$821,597
Value of fidelity bond covering the plan	2015-12-31	$100,000
Total contributions received or receivable from participants	2015-12-31	$115,402
Contributions received from other sources (not participants or employers)	2015-12-31	$13,532
Other income received	2015-12-31	$-49,305
Net income (gross income less expenses)	2015-12-31	$93,888
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$915,485
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$821,597
Assets. Value of participant loans	2015-12-31	$57,075
Total contributions received or receivable from employer(s)	2015-12-31	$46,457
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$2,290
2014 : HAYFLICH & STEINBERG, CPA'S, PLLC PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$215,034
Expenses. Total of all expenses incurred	2014-12-31	$28,934
Benefits paid (including direct rollovers)	2014-12-31	$26,799
Total plan assets at end of year	2014-12-31	$821,597
Total plan assets at beginning of year	2014-12-31	$635,497
Value of fidelity bond covering the plan	2014-12-31	$100,000
Total contributions received or receivable from participants	2014-12-31	$114,413
Contributions received from other sources (not participants or employers)	2014-12-31	$24,084
Other income received	2014-12-31	$32,994
Net income (gross income less expenses)	2014-12-31	$186,100
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$821,597
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$635,497
Assets. Value of participant loans	2014-12-31	$38,764
Total contributions received or receivable from employer(s)	2014-12-31	$43,543
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$2,135
2013 : HAYFLICH & STEINBERG, CPA'S, PLLC PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$261,226
Expenses. Total of all expenses incurred	2013-12-31	$58,144
Benefits paid (including direct rollovers)	2013-12-31	$53,997
Total plan assets at end of year	2013-12-31	$635,497
Total plan assets at beginning of year	2013-12-31	$432,415
Value of fidelity bond covering the plan	2013-12-31	$100,000
Total contributions received or receivable from participants	2013-12-31	$122,848
Other income received	2013-12-31	$96,776
Net income (gross income less expenses)	2013-12-31	$203,082
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$635,497
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$432,415
Assets. Value of participant loans	2013-12-31	$27,599
Total contributions received or receivable from employer(s)	2013-12-31	$41,602
Value of certain deemed distributions of participant loans	2013-12-31	$1,537
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$2,610
2012 : HAYFLICH & STEINBERG, CPA'S, PLLC PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$169,926
Expenses. Total of all expenses incurred	2012-12-31	$21,789
Benefits paid (including direct rollovers)	2012-12-31	$18,705
Total plan assets at end of year	2012-12-31	$432,415
Total plan assets at beginning of year	2012-12-31	$284,278
Value of fidelity bond covering the plan	2012-12-31	$350,000
Total contributions received or receivable from participants	2012-12-31	$112,310
Other income received	2012-12-31	$25,937
Net income (gross income less expenses)	2012-12-31	$148,137
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$432,415
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$284,278
Assets. Value of participant loans	2012-12-31	$9,519
Total contributions received or receivable from employer(s)	2012-12-31	$31,679
Value of certain deemed distributions of participant loans	2012-12-31	$968
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$2,116
2011 : HAYFLICH & STEINBERG, CPA'S, PLLC PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$110,504
Expenses. Total of all expenses incurred	2011-12-31	$27,821
Benefits paid (including direct rollovers)	2011-12-31	$26,347
Total plan assets at end of year	2011-12-31	$284,278
Total plan assets at beginning of year	2011-12-31	$201,595
Value of fidelity bond covering the plan	2011-12-31	$350,000
Total contributions received or receivable from participants	2011-12-31	$115,570
Other income received	2011-12-31	$-40,529
Net income (gross income less expenses)	2011-12-31	$82,683
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$284,278
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$201,595
Total contributions received or receivable from employer(s)	2011-12-31	$35,463
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$1,474
2010 : HAYFLICH & STEINBERG, CPA'S, PLLC PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$145,053
Expenses. Total of all expenses incurred	2010-12-31	$34,085
Benefits paid (including direct rollovers)	2010-12-31	$34,085
Total plan assets at end of year	2010-12-31	$201,595
Total plan assets at beginning of year	2010-12-31	$90,627
Value of fidelity bond covering the plan	2010-12-31	$350,000
Total contributions received or receivable from participants	2010-12-31	$94,007
Other income received	2010-12-31	$11,737
Net income (gross income less expenses)	2010-12-31	$110,968
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$201,595
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$90,627
Total contributions received or receivable from employer(s)	2010-12-31	$39,309

Form 5500 Responses for HAYFLICH & STEINBERG, CPA'S, PLLC PROFIT SHARING PLAN

2022: HAYFLICH & STEINBERG, CPA'S, PLLC PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: HAYFLICH & STEINBERG, CPA'S, PLLC PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: HAYFLICH & STEINBERG, CPA'S, PLLC PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: HAYFLICH & STEINBERG, CPA'S, PLLC PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: HAYFLICH & STEINBERG, CPA'S, PLLC PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: HAYFLICH & STEINBERG, CPA'S, PLLC PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: HAYFLICH & STEINBERG, CPA'S, PLLC PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: HAYFLICH & STEINBERG, CPA'S, PLLC PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: HAYFLICH & STEINBERG, CPA'S, PLLC PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: HAYFLICH & STEINBERG, CPA'S, PLLC PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: HAYFLICH & STEINBERG, CPA'S, PLLC PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: HAYFLICH & STEINBERG, CPA'S, PLLC PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: HAYFLICH & STEINBERG, CPA'S, PLLC PROFIT SHARING PLAN 2009 form 5500 responses
2009-07-01	Type of plan entity	Single employer plan
2009-07-01	First time form 5500 has been submitted	Yes
2009-07-01	This submission is the final filing	No
2009-07-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2009-07-01	Plan funding arrangement – Trust	Yes
2009-07-01	Plan benefit arrangement - Trust	Yes

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Company Name:	HAYFLICH & STEINBERG, CPA'S, PLLC
Employer identification number (EIN):	371496963
NAIC Classification:	541211
NAIC Description:	Offices of Certified Public Accountants

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
003	2022-01-01	HAYFLICH & STEINBERG, CPA'S, PLLC	2023-10-14
003	2021-01-01	HAYFLICH & STEINBERG, CPA'S, PLLC
003	2020-01-01	HAYFLICH & STEINBERG, CPA'S, PLLC	2021-10-05
003	2019-01-01	HAYFLICH & STEINBERG, CPA'S, PLLC	2020-10-14
003	2018-01-01	AARON J. HEIGHTON	2019-07-31
003	2017-01-01
003	2016-01-01
003	2015-01-01
003	2014-01-01
003	2013-01-01
003	2012-01-01	JOHN LAFEAR
003	2011-01-01	JOHN LAFEAR
003	2009-07-01	JOHN LAFEAR