401k Plan data: JOYCE M HOWE CPA PC PROFIT SHARING PLAN plan

JOYCE M HOWE CPA PC PROFIT SHARING PLAN 401k Plan overview

Plan Name	JOYCE M HOWE CPA PC PROFIT SHARING PLAN
Plan identification number	001

JOYCE M HOWE CPA PC PROFIT SHARING PLAN Benefits

401k Plan Type

Defined 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
Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
Participant-directed brokerage accounts provided as an investment option under the plan.
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

HOWE & HOLSCHER, PC has sponsored the creation of one or more 401k plans.

Company Name: HOWE & HOLSCHER, PC

Employer identification number (EIN): 382661896

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOYCE M HOWE CPA PC PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01 JOYCE M HOWE JOYCE M HOWE 2019-07-18
001 2017-01-01 JOYCE M HOWE JOYCE M HOWE 2018-07-18
001 2016-01-01 JOYCE M HOWE JOYCE M HOWE 2017-07-27
001 2015-01-01 JOYCE M HOWE JOYCE M HOWE 2016-01-25
001 2014-01-01 JOYCE M HOWE JOYCE M HOWE 2015-04-17
001 2013-01-01 JOYCE M HOWE JOYCE M HOWE 2014-05-21
001 2012-01-01 JOYCE M HOWE JOYCE M HOWE 2013-05-07
001 2011-01-01 JOYCE M HOWE JOYCE M HOWE 2012-06-25
001 2009-01-01 JOYCE M HOWE JOYCE M HOWE 2010-07-14

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01	JOYCE M HOWE	JOYCE M HOWE	2019-07-18
001	2017-01-01	JOYCE M HOWE	JOYCE M HOWE	2018-07-18
001	2016-01-01	JOYCE M HOWE	JOYCE M HOWE	2017-07-27
001	2015-01-01	JOYCE M HOWE	JOYCE M HOWE	2016-01-25
001	2014-01-01	JOYCE M HOWE	JOYCE M HOWE	2015-04-17
001	2013-01-01	JOYCE M HOWE	JOYCE M HOWE	2014-05-21
001	2012-01-01	JOYCE M HOWE	JOYCE M HOWE	2013-05-07
001	2011-01-01	JOYCE M HOWE	JOYCE M HOWE	2012-06-25
001	2009-01-01	JOYCE M HOWE	JOYCE M HOWE	2010-07-14

Plan Statistics for JOYCE M HOWE CPA PC PROFIT SHARING PLAN

401k plan membership statisitcs for JOYCE M HOWE CPA PC PROFIT SHARING PLAN

Measure Date Value
2023: JOYCE M HOWE CPA PC PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 0
Total of all active and inactive participants 2023-01-01 0
Total participants 2023-01-01 0
Number of participants with account balances 2023-01-01 0
2022: JOYCE M HOWE CPA PC PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 3
Number of retired or separated participants receiving benefits 2022-01-01 1
Total of all active and inactive participants 2022-01-01 4
Total participants 2022-01-01 4
Number of participants with account balances 2022-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: JOYCE M HOWE CPA PC PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 4
Total of all active and inactive participants 2021-01-01 4
Total participants 2021-01-01 4
Number of participants with account balances 2021-01-01 4
2020: JOYCE M HOWE CPA PC PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 4
Total of all active and inactive participants 2020-01-01 4
Total participants 2020-01-01 4
Number of participants with account balances 2020-01-01 4
2019: JOYCE M HOWE CPA PC PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 4
Total of all active and inactive participants 2019-01-01 4
Total participants 2019-01-01 4
Number of participants with account balances 2019-01-01 4
2018: JOYCE M HOWE CPA PC PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 4
Total of all active and inactive participants 2018-01-01 4
Total participants 2018-01-01 4
Number of participants with account balances 2018-01-01 4
2017: JOYCE M HOWE CPA PC PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 4
Total of all active and inactive participants 2017-01-01 4
Total participants 2017-01-01 4
Number of participants with account balances 2017-01-01 4
2016: JOYCE M HOWE CPA PC PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 5
Total of all active and inactive participants 2016-01-01 5
Total participants 2016-01-01 5
Number of participants with account balances 2016-01-01 5
2015: JOYCE M HOWE CPA PC PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 5
Total of all active and inactive participants 2015-01-01 5
Total participants 2015-01-01 5
Number of participants with account balances 2015-01-01 5
2014: JOYCE M HOWE CPA PC PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 5
Total of all active and inactive participants 2014-01-01 5
Total participants 2014-01-01 5
Number of participants with account balances 2014-01-01 5
2013: JOYCE M HOWE CPA PC PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 5
Total of all active and inactive participants 2013-01-01 5
Total participants 2013-01-01 5
Number of participants with account balances 2013-01-01 5
2012: JOYCE M HOWE CPA PC PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 5
Number of retired or separated participants receiving benefits 2012-01-01 1
Total of all active and inactive participants 2012-01-01 1
Total participants 2012-01-01 1
Number of participants with account balances 2012-01-01 4
2011: JOYCE M HOWE CPA PC PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 4
Number of other retired or separated participants entitled to future benefits 2011-01-01 1
Total of all active and inactive participants 2011-01-01 5
Total participants 2011-01-01 5
Number of participants with account balances 2011-01-01 5
2009: JOYCE M HOWE CPA PC PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 4
Number of other retired or separated participants entitled to future benefits 2009-01-01 1
Total of all active and inactive participants 2009-01-01 5
Total participants 2009-01-01 5
Number of participants with account balances 2009-01-01 5

Measure	Date	Value
2023: JOYCE M HOWE CPA PC PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	0
Total of all active and inactive participants	2023-01-01	0
Total participants	2023-01-01	0
Number of participants with account balances	2023-01-01	0
2022: JOYCE M HOWE CPA PC PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	3
Number of retired or separated participants receiving benefits	2022-01-01	1
Total of all active and inactive participants	2022-01-01	4
Total participants	2022-01-01	4
Number of participants with account balances	2022-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: JOYCE M HOWE CPA PC PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	4
Total of all active and inactive participants	2021-01-01	4
Total participants	2021-01-01	4
Number of participants with account balances	2021-01-01	4
2020: JOYCE M HOWE CPA PC PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	4
Total of all active and inactive participants	2020-01-01	4
Total participants	2020-01-01	4
Number of participants with account balances	2020-01-01	4
2019: JOYCE M HOWE CPA PC PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	4
Total of all active and inactive participants	2019-01-01	4
Total participants	2019-01-01	4
Number of participants with account balances	2019-01-01	4
2018: JOYCE M HOWE CPA PC PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	4
Total of all active and inactive participants	2018-01-01	4
Total participants	2018-01-01	4
Number of participants with account balances	2018-01-01	4
2017: JOYCE M HOWE CPA PC PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	4
Total of all active and inactive participants	2017-01-01	4
Total participants	2017-01-01	4
Number of participants with account balances	2017-01-01	4
2016: JOYCE M HOWE CPA PC PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	5
Total of all active and inactive participants	2016-01-01	5
Total participants	2016-01-01	5
Number of participants with account balances	2016-01-01	5
2015: JOYCE M HOWE CPA PC PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	5
Total of all active and inactive participants	2015-01-01	5
Total participants	2015-01-01	5
Number of participants with account balances	2015-01-01	5
2014: JOYCE M HOWE CPA PC PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	5
Total of all active and inactive participants	2014-01-01	5
Total participants	2014-01-01	5
Number of participants with account balances	2014-01-01	5
2013: JOYCE M HOWE CPA PC PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	5
Total of all active and inactive participants	2013-01-01	5
Total participants	2013-01-01	5
Number of participants with account balances	2013-01-01	5
2012: JOYCE M HOWE CPA PC PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	5
Number of retired or separated participants receiving benefits	2012-01-01	1
Total of all active and inactive participants	2012-01-01	1
Total participants	2012-01-01	1
Number of participants with account balances	2012-01-01	4
2011: JOYCE M HOWE CPA PC PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	4
Number of other retired or separated participants entitled to future benefits	2011-01-01	1
Total of all active and inactive participants	2011-01-01	5
Total participants	2011-01-01	5
Number of participants with account balances	2011-01-01	5
2009: JOYCE M HOWE CPA PC PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	4
Number of other retired or separated participants entitled to future benefits	2009-01-01	1
Total of all active and inactive participants	2009-01-01	5
Total participants	2009-01-01	5
Number of participants with account balances	2009-01-01	5

Financial Data on JOYCE M HOWE CPA PC PROFIT SHARING PLAN

Measure	Date	Value
2023 : JOYCE M HOWE CPA PC PROFIT SHARING PLAN 2023 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2023-12-31	$131,076
Total unrealized appreciation/depreciation of assets	2023-12-31	$131,076
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	$158,130
Total loss/gain on sale of assets	2023-12-31	$0
Total of all expenses incurred	2023-12-31	$2,145,622
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-12-31	$2,135,830
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-12-31	$1,893
Value of total assets at end of year	2023-12-31	$0
Value of total assets at beginning of year	2023-12-31	$1,987,492
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-12-31	$9,792
Total interest from all sources	2023-12-31	$25,161
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 year	2023-12-31	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2023-12-31	$0
Was this plan covered by a fidelity bond	2023-12-31	Yes
Value of fidelity bond cover	2023-12-31	$500,000
If this is an individual account plan, was there a blackout period	2023-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2023-12-31	No
Contributions received from participants	2023-12-31	$1,893
Participant contributions at end of year	2023-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2023-12-31	$0
Total non interest bearing cash at end of year	2023-12-31	$0
Total non interest bearing cash at beginning of year	2023-12-31	$150,121
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Value of net income/loss	2023-12-31	$-1,987,492
Value of net assets at end of year (total assets less liabilities)	2023-12-31	$0
Value of net assets at beginning of year (total assets less liabilities)	2023-12-31	$1,987,492
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-12-31	No
Were any leases to which the plan was party in default or uncollectible	2023-12-31	No
Investment advisory and management fees	2023-12-31	$9,792
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-12-31	$373,667
Interest earned on other investments	2023-12-31	$120
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2023-12-31	$25,041
Asset value of US Government securities at beginning of year	2023-12-31	$79,466
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-12-31	No
Was there a failure to transmit to the plan any participant contributions	2023-12-31	No
Has the plan failed to provide any benefit when due under the plan	2023-12-31	No
Employer contributions (assets) at end of year	2023-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-12-31	$2,135,830
Assets. Corporate common stocks other than exployer securities at beginning of year	2023-12-31	$1,384,238
Liabilities. Value of benefit claims payable at end of year	2023-12-31	$0
Did the plan have assets held for investment	2023-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-12-31	Yes
2022 : JOYCE M HOWE CPA PC PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources	2022-12-31	$144,052
Expenses. Total of all expenses incurred	2022-12-31	$1,052,206
Benefits paid (including direct rollovers)	2022-12-31	$483,783
Total plan assets at end of year	2022-12-31	$1,987,492
Total plan assets at beginning of year	2022-12-31	$2,895,646
Value of fidelity bond covering the plan	2022-12-31	$500,000
Total contributions received or receivable from participants	2022-12-31	$62,600
Expenses. Other expenses not covered elsewhere	2022-12-31	$550,746
Other income received	2022-12-31	$66,111
Net income (gross income less expenses)	2022-12-31	$-908,154
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$1,987,492
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$2,895,646
Total contributions received or receivable from employer(s)	2022-12-31	$15,341
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$17,677
2021 : JOYCE M HOWE CPA PC PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$524,800
Expenses. Total of all expenses incurred	2021-12-31	$76,654
Benefits paid (including direct rollovers)	2021-12-31	$60,000
Total plan assets at end of year	2021-12-31	$2,895,646
Total plan assets at beginning of year	2021-12-31	$2,447,500
Value of fidelity bond covering the plan	2021-12-31	$500,000
Total contributions received or receivable from participants	2021-12-31	$59,690
Other income received	2021-12-31	$419,816
Net income (gross income less expenses)	2021-12-31	$448,146
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$2,895,646
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$2,447,500
Total contributions received or receivable from employer(s)	2021-12-31	$45,294
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$16,654
2020 : JOYCE M HOWE CPA PC PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$483,439
Expenses. Total of all expenses incurred	2020-12-31	$75,066
Benefits paid (including direct rollovers)	2020-12-31	$60,000
Total plan assets at end of year	2020-12-31	$2,460,290
Total plan assets at beginning of year	2020-12-31	$2,051,917
Value of fidelity bond covering the plan	2020-12-31	$150,000
Total contributions received or receivable from participants	2020-12-31	$60,400
Other income received	2020-12-31	$364,128
Net income (gross income less expenses)	2020-12-31	$408,373
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$2,460,290
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$2,051,917
Total contributions received or receivable from employer(s)	2020-12-31	$58,911
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$15,066
2019 : JOYCE M HOWE CPA PC PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$577,074
Expenses. Total of all expenses incurred	2019-12-31	$72,865
Benefits paid (including direct rollovers)	2019-12-31	$60,000
Total plan assets at end of year	2019-12-31	$2,051,917
Total plan assets at beginning of year	2019-12-31	$1,547,708
Value of fidelity bond covering the plan	2019-12-31	$175,000
Total contributions received or receivable from participants	2019-12-31	$57,982
Other income received	2019-12-31	$460,502
Net income (gross income less expenses)	2019-12-31	$504,209
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$2,051,917
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$1,547,708
Total contributions received or receivable from employer(s)	2019-12-31	$58,590
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$12,865
2018 : JOYCE M HOWE CPA PC PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$25,870
Expenses. Total of all expenses incurred	2018-12-31	$57,332
Benefits paid (including direct rollovers)	2018-12-31	$45,000
Total plan assets at end of year	2018-12-31	$1,547,708
Total plan assets at beginning of year	2018-12-31	$1,579,170
Value of fidelity bond covering the plan	2018-12-31	$175,000
Total contributions received or receivable from participants	2018-12-31	$54,250
Other income received	2018-12-31	$-66,287
Net income (gross income less expenses)	2018-12-31	$-31,462
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$1,547,708
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$1,579,170
Total contributions received or receivable from employer(s)	2018-12-31	$37,907
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$12,332
2017 : JOYCE M HOWE CPA PC PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$309,824
Expenses. Total of all expenses incurred	2017-12-31	$43,660
Benefits paid (including direct rollovers)	2017-12-31	$32,137
Total plan assets at end of year	2017-12-31	$1,579,170
Total plan assets at beginning of year	2017-12-31	$1,313,006
Value of fidelity bond covering the plan	2017-12-31	$175,000
Total contributions received or receivable from participants	2017-12-31	$37,668
Other income received	2017-12-31	$217,246
Net income (gross income less expenses)	2017-12-31	$266,164
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$1,579,170
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$1,313,006
Total contributions received or receivable from employer(s)	2017-12-31	$54,910
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$11,523
2016 : JOYCE M HOWE CPA PC PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$164,815
Expenses. Total of all expenses incurred	2016-12-31	$10,009
Total plan assets at end of year	2016-12-31	$1,313,006
Total plan assets at beginning of year	2016-12-31	$1,158,200
Value of fidelity bond covering the plan	2016-12-31	$150,000
Total contributions received or receivable from participants	2016-12-31	$49,379
Other income received	2016-12-31	$84,673
Net income (gross income less expenses)	2016-12-31	$154,806
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$1,313,006
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$1,158,200
Total contributions received or receivable from employer(s)	2016-12-31	$30,763
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$10,009
2015 : JOYCE M HOWE CPA PC PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$133,347
Expenses. Total of all expenses incurred	2015-12-31	$7,622
Total plan assets at end of year	2015-12-31	$1,158,200
Total plan assets at beginning of year	2015-12-31	$1,032,475
Total contributions received or receivable from participants	2015-12-31	$42,924
Other income received	2015-12-31	$31,816
Net income (gross income less expenses)	2015-12-31	$125,725
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$1,158,200
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$1,032,475
Total contributions received or receivable from employer(s)	2015-12-31	$58,607
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$7,622
2014 : JOYCE M HOWE CPA PC PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$173,058
Expenses. Total of all expenses incurred	2014-12-31	$7,091
Total plan assets at end of year	2014-12-31	$1,032,475
Total plan assets at beginning of year	2014-12-31	$866,508
Total contributions received or receivable from participants	2014-12-31	$34,359
Other income received	2014-12-31	$61,903
Net income (gross income less expenses)	2014-12-31	$165,967
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,032,475
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$866,508
Total contributions received or receivable from employer(s)	2014-12-31	$76,796
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$7,091
2013 : JOYCE M HOWE CPA PC PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$170,163
Expenses. Total of all expenses incurred	2013-12-31	$5,514
Total plan assets at end of year	2013-12-31	$866,508
Total plan assets at beginning of year	2013-12-31	$701,859
Total contributions received or receivable from participants	2013-12-31	$29,476
Expenses. Other expenses not covered elsewhere	2013-12-31	$75
Other income received	2013-12-31	$122,105
Net income (gross income less expenses)	2013-12-31	$164,649
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$866,508
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$701,859
Total contributions received or receivable from employer(s)	2013-12-31	$18,582
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$5,439
2012 : JOYCE M HOWE CPA PC PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$114,475
Expenses. Total of all expenses incurred	2012-12-31	$15,163
Benefits paid (including direct rollovers)	2012-12-31	$10,854
Total plan assets at end of year	2012-12-31	$701,859
Total plan assets at beginning of year	2012-12-31	$602,547
Total contributions received or receivable from participants	2012-12-31	$20,658
Other income received	2012-12-31	$47,377
Net income (gross income less expenses)	2012-12-31	$99,312
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$701,859
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$602,547
Total contributions received or receivable from employer(s)	2012-12-31	$46,440
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$4,309
2011 : JOYCE M HOWE CPA PC PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$51,232
Expenses. Total of all expenses incurred	2011-12-31	$4,022
Total plan assets at end of year	2011-12-31	$602,547
Total plan assets at beginning of year	2011-12-31	$555,337
Total contributions received or receivable from participants	2011-12-31	$18,941
Other income received	2011-12-31	$19,791
Net income (gross income less expenses)	2011-12-31	$47,210
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$602,547
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$555,337
Total contributions received or receivable from employer(s)	2011-12-31	$12,500
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$4,022
2010 : JOYCE M HOWE CPA PC PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$100,707
Expenses. Total of all expenses incurred	2010-12-31	$5,341
Benefits paid (including direct rollovers)	2010-12-31	$2,400
Total plan assets at end of year	2010-12-31	$555,337
Total plan assets at beginning of year	2010-12-31	$459,971
Total contributions received or receivable from participants	2010-12-31	$5,845
Other income received	2010-12-31	$60,975
Net income (gross income less expenses)	2010-12-31	$95,366
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$555,337
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$459,971
Total contributions received or receivable from employer(s)	2010-12-31	$33,887
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$2,941

Form 5500 Responses for JOYCE M HOWE CPA PC PROFIT SHARING PLAN

2023: JOYCE M HOWE CPA PC PROFIT SHARING PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Submission has been amended	No
2023-01-01	This submission is the final filing	Yes
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: JOYCE M HOWE CPA PC PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: JOYCE M HOWE CPA PC 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: JOYCE M HOWE CPA PC 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: JOYCE M HOWE CPA PC 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: JOYCE M HOWE CPA PC 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: JOYCE M HOWE CPA PC 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: JOYCE M HOWE CPA PC 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: JOYCE M HOWE CPA PC 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: JOYCE M HOWE CPA PC 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: JOYCE M HOWE CPA PC 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: JOYCE M HOWE CPA PC 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: JOYCE M HOWE CPA PC 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: JOYCE M HOWE CPA PC PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	This submission is the final filing	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	HOWE & HOLSCHER, PC
Employer identification number (EIN):	382661896
NAIC Classification:	541211
NAIC Description:	Offices of Certified Public Accountants