HOWE & COMPANY, CPA PC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan HOWE & COMPANY, CPA PC 401(K) PROFIT SHARING PLAN
401k plan membership statisitcs for HOWE & COMPANY, CPA PC 401(K) PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2022: HOWE & COMPANY, CPA PC 401(K) PROFIT SHARING PLAN 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-03-01 | 24 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-03-01 | 14 |
| Number of retired or separated participants receiving benefits | 2022-03-01 | 2 |
| Number of other retired or separated participants entitled to future benefits | 2022-03-01 | 7 |
| Total of all active and inactive participants | 2022-03-01 | 23 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-03-01 | 0 |
| Total participants | 2022-03-01 | 23 |
| Number of participants with account balances | 2022-03-01 | 23 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-03-01 | 0 |
| 2021: HOWE & COMPANY, CPA PC 401(K) PROFIT SHARING PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-03-01 | 22 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-03-01 | 13 |
| Number of retired or separated participants receiving benefits | 2021-03-01 | 2 |
| Number of other retired or separated participants entitled to future benefits | 2021-03-01 | 8 |
| Total of all active and inactive participants | 2021-03-01 | 23 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-03-01 | 0 |
| Total participants | 2021-03-01 | 23 |
| Number of participants with account balances | 2021-03-01 | 23 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-03-01 | 0 |
| 2020: HOWE & COMPANY, CPA PC 401(K) PROFIT SHARING PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-03-01 | 25 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-03-01 | 14 |
| Number of retired or separated participants receiving benefits | 2020-03-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2020-03-01 | 7 |
| Total of all active and inactive participants | 2020-03-01 | 22 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-03-01 | 0 |
| Total participants | 2020-03-01 | 22 |
| Number of participants with account balances | 2020-03-01 | 22 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-03-01 | 2 |
| 2019: HOWE & COMPANY, CPA PC 401(K) PROFIT SHARING PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-03-01 | 23 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-03-01 | 14 |
| Number of retired or separated participants receiving benefits | 2019-03-01 | 11 |
| Number of other retired or separated participants entitled to future benefits | 2019-03-01 | 0 |
| Total of all active and inactive participants | 2019-03-01 | 25 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-03-01 | 0 |
| Total participants | 2019-03-01 | 25 |
| Number of participants with account balances | 2019-03-01 | 25 |
| 2018: HOWE & COMPANY, CPA PC 401(K) PROFIT SHARING PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-03-01 | 27 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-03-01 | 13 |
| Number of retired or separated participants receiving benefits | 2018-03-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2018-03-01 | 9 |
| Total of all active and inactive participants | 2018-03-01 | 23 |
| Total participants | 2018-03-01 | 23 |
| Number of participants with account balances | 2018-03-01 | 23 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-03-01 | 0 |
| 2017: HOWE & COMPANY, CPA PC 401(K) PROFIT SHARING PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-03-01 | 27 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-03-01 | 15 |
| Number of retired or separated participants receiving benefits | 2017-03-01 | 3 |
| Number of other retired or separated participants entitled to future benefits | 2017-03-01 | 9 |
| Total of all active and inactive participants | 2017-03-01 | 27 |
| Total participants | 2017-03-01 | 27 |
| Number of participants with account balances | 2017-03-01 | 27 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-03-01 | 1 |
| 2016: HOWE & COMPANY, CPA PC 401(K) PROFIT SHARING PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-03-01 | 25 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-03-01 | 14 |
| Number of retired or separated participants receiving benefits | 2016-03-01 | 3 |
| Number of other retired or separated participants entitled to future benefits | 2016-03-01 | 8 |
| Total of all active and inactive participants | 2016-03-01 | 25 |
| Total participants | 2016-03-01 | 25 |
| Number of participants with account balances | 2016-03-01 | 25 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-03-01 | 2 |
| 2015: HOWE & COMPANY, CPA PC 401(K) PROFIT SHARING PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-03-01 | 26 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-03-01 | 14 |
| Number of retired or separated participants receiving benefits | 2015-03-01 | 3 |
| Number of other retired or separated participants entitled to future benefits | 2015-03-01 | 9 |
| Total of all active and inactive participants | 2015-03-01 | 26 |
| Total participants | 2015-03-01 | 26 |
| Number of participants with account balances | 2015-03-01 | 26 |
| 2014: HOWE & COMPANY, CPA PC 401(K) PROFIT SHARING PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-03-01 | 24 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-03-01 | 15 |
| Number of other retired or separated participants entitled to future benefits | 2014-03-01 | 9 |
| Total of all active and inactive participants | 2014-03-01 | 24 |
| Total participants | 2014-03-01 | 24 |
| Number of participants with account balances | 2014-03-01 | 24 |
| 2013: HOWE & COMPANY, CPA PC 401(K) PROFIT SHARING PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-03-01 | 22 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-03-01 | 14 |
| Number of other retired or separated participants entitled to future benefits | 2013-03-01 | 8 |
| Total of all active and inactive participants | 2013-03-01 | 22 |
| Total participants | 2013-03-01 | 22 |
| Number of participants with account balances | 2013-03-01 | 22 |
| 2012: HOWE & COMPANY, CPA PC 401(K) PROFIT SHARING PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-03-01 | 23 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-03-01 | 15 |
| Number of other retired or separated participants entitled to future benefits | 2012-03-01 | 7 |
| Total of all active and inactive participants | 2012-03-01 | 22 |
| Total participants | 2012-03-01 | 22 |
| Number of participants with account balances | 2012-03-01 | 22 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-03-01 | 1 |
| 2011: HOWE & COMPANY, CPA PC 401(K) PROFIT SHARING PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-03-01 | 21 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-03-01 | 16 |
| Number of other retired or separated participants entitled to future benefits | 2011-03-01 | 5 |
| Total of all active and inactive participants | 2011-03-01 | 21 |
| Total participants | 2011-03-01 | 21 |
| Number of participants with account balances | 2011-03-01 | 21 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-03-01 | 0 |
| 2009: HOWE & COMPANY, CPA PC 401(K) PROFIT SHARING PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-03-01 | 20 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-03-01 | 17 |
| Number of other retired or separated participants entitled to future benefits | 2009-03-01 | 4 |
| Total of all active and inactive participants | 2009-03-01 | 21 |
| Total participants | 2009-03-01 | 21 |
| Number of participants with account balances | 2009-03-01 | 21 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-03-01 | 2 |
| Measure | Date | Value |
|---|
| 2023 : HOWE & COMPANY, CPA PC 401(K) PROFIT SHARING PLAN 2023 401k financial data |
|---|
| Total income from all sources | 2023-02-28 | $-377,813 |
| Expenses. Total of all expenses incurred | 2023-02-28 | $49,674 |
| Benefits paid (including direct rollovers) | 2023-02-28 | $37,292 |
| Total plan assets at end of year | 2023-02-28 | $6,893,406 |
| Total plan assets at beginning of year | 2023-02-28 | $7,320,893 |
| Value of fidelity bond covering the plan | 2023-02-28 | $500,000 |
| Total contributions received or receivable from participants | 2023-02-28 | $119,027 |
| Other income received | 2023-02-28 | $-540,944 |
| Net income (gross income less expenses) | 2023-02-28 | $-427,487 |
| Net plan assets at end of year (total assets less liabilities) | 2023-02-28 | $6,893,406 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-02-28 | $7,320,893 |
| Assets. Value of participant loans | 2023-02-28 | $0 |
| Total contributions received or receivable from employer(s) | 2023-02-28 | $44,104 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2023-02-28 | $12,382 |
| 2022 : HOWE & COMPANY, CPA PC 401(K) PROFIT SHARING PLAN 2022 401k financial data |
|---|
| Total income from all sources | 2022-02-28 | $590,611 |
| Expenses. Total of all expenses incurred | 2022-02-28 | $20,877 |
| Benefits paid (including direct rollovers) | 2022-02-28 | $7,385 |
| Total plan assets at end of year | 2022-02-28 | $7,320,893 |
| Total plan assets at beginning of year | 2022-02-28 | $6,751,159 |
| Value of fidelity bond covering the plan | 2022-02-28 | $500,000 |
| Total contributions received or receivable from participants | 2022-02-28 | $107,683 |
| Other income received | 2022-02-28 | $437,803 |
| Net income (gross income less expenses) | 2022-02-28 | $569,734 |
| Net plan assets at end of year (total assets less liabilities) | 2022-02-28 | $7,320,893 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-02-28 | $6,751,159 |
| Assets. Value of participant loans | 2022-02-28 | $3,823 |
| Total contributions received or receivable from employer(s) | 2022-02-28 | $45,125 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-02-28 | $13,492 |
| 2021 : HOWE & COMPANY, CPA PC 401(K) PROFIT SHARING PLAN 2021 401k financial data |
|---|
| Total income from all sources | 2021-02-28 | $1,365,277 |
| Expenses. Total of all expenses incurred | 2021-02-28 | $72,058 |
| Benefits paid (including direct rollovers) | 2021-02-28 | $59,842 |
| Total plan assets at end of year | 2021-02-28 | $6,751,159 |
| Total plan assets at beginning of year | 2021-02-28 | $5,457,940 |
| Total contributions received or receivable from participants | 2021-02-28 | $121,337 |
| Other income received | 2021-02-28 | $1,207,836 |
| Net income (gross income less expenses) | 2021-02-28 | $1,293,219 |
| Net plan assets at end of year (total assets less liabilities) | 2021-02-28 | $6,751,159 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-02-28 | $5,457,940 |
| Assets. Value of participant loans | 2021-02-28 | $20,729 |
| Total contributions received or receivable from employer(s) | 2021-02-28 | $36,104 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-02-28 | $12,216 |
| 2020 : HOWE & COMPANY, CPA PC 401(K) PROFIT SHARING PLAN 2020 401k financial data |
|---|
| Total income from all sources | 2020-02-29 | $524,343 |
| Expenses. Total of all expenses incurred | 2020-02-29 | $456,775 |
| Benefits paid (including direct rollovers) | 2020-02-29 | $444,125 |
| Total plan assets at end of year | 2020-02-29 | $5,457,940 |
| Total plan assets at beginning of year | 2020-02-29 | $5,390,372 |
| Value of fidelity bond covering the plan | 2020-02-29 | $500,000 |
| Total contributions received or receivable from participants | 2020-02-29 | $131,146 |
| Other income received | 2020-02-29 | $348,977 |
| Net income (gross income less expenses) | 2020-02-29 | $67,568 |
| Net plan assets at end of year (total assets less liabilities) | 2020-02-29 | $5,457,940 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-02-29 | $5,390,372 |
| Assets. Value of participant loans | 2020-02-29 | $30,749 |
| Total contributions received or receivable from employer(s) | 2020-02-29 | $44,220 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-02-29 | $12,650 |
| 2019 : HOWE & COMPANY, CPA PC 401(K) PROFIT SHARING PLAN 2019 401k financial data |
|---|
| Transfers to/from the plan | 2019-02-28 | $0 |
| Total income from all sources | 2019-02-28 | $322,404 |
| Expenses. Total of all expenses incurred | 2019-02-28 | $1,457,963 |
| Benefits paid (including direct rollovers) | 2019-02-28 | $1,445,968 |
| Total plan assets at end of year | 2019-02-28 | $5,390,372 |
| Total plan assets at beginning of year | 2019-02-28 | $6,525,931 |
| Value of fidelity bond covering the plan | 2019-02-28 | $500,000 |
| Total contributions received or receivable from participants | 2019-02-28 | $119,592 |
| Other income received | 2019-02-28 | $157,470 |
| Net income (gross income less expenses) | 2019-02-28 | $-1,135,559 |
| Net plan assets at end of year (total assets less liabilities) | 2019-02-28 | $5,390,372 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-02-28 | $6,525,931 |
| Assets. Value of participant loans | 2019-02-28 | $42,273 |
| Total contributions received or receivable from employer(s) | 2019-02-28 | $45,342 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-02-28 | $11,995 |
| 2018 : HOWE & COMPANY, CPA PC 401(K) PROFIT SHARING PLAN 2018 401k financial data |
|---|
| Transfers to/from the plan | 2018-02-28 | $12,387 |
| Total income from all sources | 2018-02-28 | $848,072 |
| Expenses. Total of all expenses incurred | 2018-02-28 | $85,652 |
| Benefits paid (including direct rollovers) | 2018-02-28 | $73,179 |
| Total plan assets at end of year | 2018-02-28 | $6,525,931 |
| Total plan assets at beginning of year | 2018-02-28 | $5,751,124 |
| Value of fidelity bond covering the plan | 2018-02-28 | $500,000 |
| Total contributions received or receivable from participants | 2018-02-28 | $104,761 |
| Other income received | 2018-02-28 | $699,587 |
| Net income (gross income less expenses) | 2018-02-28 | $762,420 |
| Net plan assets at end of year (total assets less liabilities) | 2018-02-28 | $6,525,931 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-02-28 | $5,751,124 |
| Assets. Value of participant loans | 2018-02-28 | $62,756 |
| Total contributions received or receivable from employer(s) | 2018-02-28 | $43,724 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-02-28 | $12,473 |
| 2017 : HOWE & COMPANY, CPA PC 401(K) PROFIT SHARING PLAN 2017 401k financial data |
|---|
| Total income from all sources | 2017-02-28 | $904,848 |
| Expenses. Total of all expenses incurred | 2017-02-28 | $240,682 |
| Benefits paid (including direct rollovers) | 2017-02-28 | $230,179 |
| Total plan assets at end of year | 2017-02-28 | $5,751,124 |
| Total plan assets at beginning of year | 2017-02-28 | $5,086,958 |
| Value of fidelity bond covering the plan | 2017-02-28 | $500,000 |
| Total contributions received or receivable from participants | 2017-02-28 | $106,361 |
| Other income received | 2017-02-28 | $760,907 |
| Net income (gross income less expenses) | 2017-02-28 | $664,166 |
| Net plan assets at end of year (total assets less liabilities) | 2017-02-28 | $5,751,124 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-02-28 | $5,086,958 |
| Assets. Value of participant loans | 2017-02-28 | $22,717 |
| Total contributions received or receivable from employer(s) | 2017-02-28 | $37,580 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-02-28 | $10,503 |
| 2016 : HOWE & COMPANY, CPA PC 401(K) PROFIT SHARING PLAN 2016 401k financial data |
|---|
| Total income from all sources | 2016-02-29 | $-114,258 |
| Expenses. Total of all expenses incurred | 2016-02-29 | $189,604 |
| Benefits paid (including direct rollovers) | 2016-02-29 | $179,677 |
| Total plan assets at end of year | 2016-02-29 | $5,086,958 |
| Total plan assets at beginning of year | 2016-02-29 | $5,390,820 |
| Value of fidelity bond covering the plan | 2016-02-29 | $500,000 |
| Total contributions received or receivable from participants | 2016-02-29 | $124,827 |
| Other income received | 2016-02-29 | $-284,614 |
| Net income (gross income less expenses) | 2016-02-29 | $-303,862 |
| Net plan assets at end of year (total assets less liabilities) | 2016-02-29 | $5,086,958 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-02-29 | $5,390,820 |
| Assets. Value of participant loans | 2016-02-29 | $24,275 |
| Total contributions received or receivable from employer(s) | 2016-02-29 | $45,529 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-02-29 | $9,927 |
| 2015 : HOWE & COMPANY, CPA PC 401(K) PROFIT SHARING PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-02-28 | $486,937 |
| Expenses. Total of all expenses incurred | 2015-02-28 | $62,923 |
| Benefits paid (including direct rollovers) | 2015-02-28 | $56,159 |
| Total plan assets at end of year | 2015-02-28 | $5,390,820 |
| Total plan assets at beginning of year | 2015-02-28 | $4,966,806 |
| Value of fidelity bond covering the plan | 2015-02-28 | $500,000 |
| Total contributions received or receivable from participants | 2015-02-28 | $115,574 |
| Other income received | 2015-02-28 | $329,829 |
| Net income (gross income less expenses) | 2015-02-28 | $424,014 |
| Net plan assets at end of year (total assets less liabilities) | 2015-02-28 | $5,390,820 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-02-28 | $4,966,806 |
| Assets. Value of participant loans | 2015-02-28 | $42,661 |
| Total contributions received or receivable from employer(s) | 2015-02-28 | $41,534 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-02-28 | $6,764 |
| 2014 : HOWE & COMPANY, CPA PC 401(K) PROFIT SHARING PLAN 2014 401k financial data |
|---|
| Transfers to/from the plan | 2014-02-28 | $0 |
| Total income from all sources | 2014-02-28 | $745,663 |
| Expenses. Total of all expenses incurred | 2014-02-28 | $55,091 |
| Benefits paid (including direct rollovers) | 2014-02-28 | $55,091 |
| Total plan assets at end of year | 2014-02-28 | $4,966,806 |
| Total plan assets at beginning of year | 2014-02-28 | $4,276,234 |
| Value of fidelity bond covering the plan | 2014-02-28 | $450,000 |
| Total contributions received or receivable from participants | 2014-02-28 | $116,320 |
| Other income received | 2014-02-28 | $588,022 |
| Net income (gross income less expenses) | 2014-02-28 | $690,572 |
| Net plan assets at end of year (total assets less liabilities) | 2014-02-28 | $4,966,806 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-02-28 | $4,276,234 |
| Assets. Value of participant loans | 2014-02-28 | $47,411 |
| Total contributions received or receivable from employer(s) | 2014-02-28 | $41,321 |
| 2013 : HOWE & COMPANY, CPA PC 401(K) PROFIT SHARING PLAN 2013 401k financial data |
|---|
| Transfers to/from the plan | 2013-02-28 | $90 |
| Total income from all sources | 2013-02-28 | $332,501 |
| Expenses. Total of all expenses incurred | 2013-02-28 | $88,876 |
| Benefits paid (including direct rollovers) | 2013-02-28 | $88,876 |
| Total plan assets at end of year | 2013-02-28 | $4,276,234 |
| Total plan assets at beginning of year | 2013-02-28 | $4,032,519 |
| Value of fidelity bond covering the plan | 2013-02-28 | $425,000 |
| Total contributions received or receivable from participants | 2013-02-28 | $46,216 |
| Other income received | 2013-02-28 | $286,285 |
| Net income (gross income less expenses) | 2013-02-28 | $243,625 |
| Net plan assets at end of year (total assets less liabilities) | 2013-02-28 | $4,276,234 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-02-28 | $4,032,519 |
| Assets. Value of participant loans | 2013-02-28 | $26,932 |
| Total contributions received or receivable from employer(s) | 2013-02-28 | $0 |
| 2012 : HOWE & COMPANY, CPA PC 401(K) PROFIT SHARING PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-02-29 | $241,129 |
| Expenses. Total of all expenses incurred | 2012-02-29 | $45,800 |
| Benefits paid (including direct rollovers) | 2012-02-29 | $45,800 |
| Total plan assets at end of year | 2012-02-29 | $4,032,519 |
| Total plan assets at beginning of year | 2012-02-29 | $3,837,190 |
| Value of fidelity bond covering the plan | 2012-02-29 | $425,000 |
| Total contributions received or receivable from participants | 2012-02-29 | $103,138 |
| Other income received | 2012-02-29 | $93,576 |
| Net income (gross income less expenses) | 2012-02-29 | $195,329 |
| Net plan assets at end of year (total assets less liabilities) | 2012-02-29 | $4,032,519 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-02-29 | $3,837,190 |
| Assets. Value of participant loans | 2012-02-29 | $35,163 |
| Total contributions received or receivable from employer(s) | 2012-02-29 | $44,415 |
| 2011 : HOWE & COMPANY, CPA PC 401(K) PROFIT SHARING PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-02-28 | $412,982 |
| Expenses. Total of all expenses incurred | 2011-02-28 | $46,506 |
| Benefits paid (including direct rollovers) | 2011-02-28 | $46,506 |
| Total plan assets at end of year | 2011-02-28 | $3,837,190 |
| Total plan assets at beginning of year | 2011-02-28 | $3,470,714 |
| Value of fidelity bond covering the plan | 2011-02-28 | $425,000 |
| Total contributions received or receivable from participants | 2011-02-28 | $45,500 |
| Other income received | 2011-02-28 | $367,482 |
| Net income (gross income less expenses) | 2011-02-28 | $366,476 |
| Net plan assets at end of year (total assets less liabilities) | 2011-02-28 | $3,837,190 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-02-28 | $3,470,714 |
| Assets. Value of participant loans | 2011-02-28 | $3,757 |
| Total contributions received or receivable from employer(s) | 2011-02-28 | $0 |
| 2022: HOWE & COMPANY, CPA PC 401(K) PROFIT SHARING PLAN 2022 form 5500 responses |
|---|
| 2022-03-01 | Type of plan entity | Single employer plan |
| 2022-03-01 | Plan funding arrangement – Insurance | Yes |
| 2022-03-01 | Plan funding arrangement – Trust | Yes |
| 2022-03-01 | Plan benefit arrangement - Trust | Yes |
| 2021: HOWE & COMPANY, CPA PC 401(K) PROFIT SHARING PLAN 2021 form 5500 responses |
|---|
| 2021-03-01 | Type of plan entity | Single employer plan |
| 2021-03-01 | Plan funding arrangement – Insurance | Yes |
| 2021-03-01 | Plan funding arrangement – Trust | Yes |
| 2021-03-01 | Plan benefit arrangement - Trust | Yes |
| 2020: HOWE & COMPANY, CPA PC 401(K) PROFIT SHARING PLAN 2020 form 5500 responses |
|---|
| 2020-03-01 | Type of plan entity | Single employer plan |
| 2020-03-01 | Plan funding arrangement – Insurance | Yes |
| 2020-03-01 | Plan funding arrangement – Trust | Yes |
| 2020-03-01 | Plan benefit arrangement - Trust | Yes |
| 2019: HOWE & COMPANY, CPA PC 401(K) PROFIT SHARING PLAN 2019 form 5500 responses |
|---|
| 2019-03-01 | Type of plan entity | Single employer plan |
| 2019-03-01 | Plan funding arrangement – Insurance | Yes |
| 2019-03-01 | Plan funding arrangement – Trust | Yes |
| 2019-03-01 | Plan benefit arrangement - Trust | Yes |
| 2018: HOWE & COMPANY, CPA PC 401(K) PROFIT SHARING PLAN 2018 form 5500 responses |
|---|
| 2018-03-01 | Type of plan entity | Single employer plan |
| 2018-03-01 | Plan funding arrangement – Insurance | Yes |
| 2018-03-01 | Plan funding arrangement – Trust | Yes |
| 2018-03-01 | Plan benefit arrangement - Trust | Yes |
| 2017: HOWE & COMPANY, CPA PC 401(K) PROFIT SHARING PLAN 2017 form 5500 responses |
|---|
| 2017-03-01 | Type of plan entity | Single employer plan |
| 2017-03-01 | Plan funding arrangement – Insurance | Yes |
| 2017-03-01 | Plan funding arrangement – Trust | Yes |
| 2017-03-01 | Plan benefit arrangement - Trust | Yes |
| 2016: HOWE & COMPANY, CPA PC 401(K) PROFIT SHARING PLAN 2016 form 5500 responses |
|---|
| 2016-03-01 | Type of plan entity | Single employer plan |
| 2016-03-01 | Plan funding arrangement – Insurance | Yes |
| 2016-03-01 | Plan funding arrangement – Trust | Yes |
| 2016-03-01 | Plan benefit arrangement - Trust | Yes |
| 2015: HOWE & COMPANY, CPA PC 401(K) PROFIT SHARING PLAN 2015 form 5500 responses |
|---|
| 2015-03-01 | Type of plan entity | Single employer plan |
| 2015-03-01 | Plan funding arrangement – Insurance | Yes |
| 2015-03-01 | Plan funding arrangement – Trust | Yes |
| 2015-03-01 | Plan benefit arrangement - Trust | Yes |
| 2014: HOWE & COMPANY, CPA PC 401(K) PROFIT SHARING PLAN 2014 form 5500 responses |
|---|
| 2014-03-01 | Type of plan entity | Single employer plan |
| 2014-03-01 | Plan funding arrangement – Insurance | Yes |
| 2014-03-01 | Plan funding arrangement – Trust | Yes |
| 2014-03-01 | Plan benefit arrangement - Trust | Yes |
| 2013: HOWE & COMPANY, CPA PC 401(K) PROFIT SHARING PLAN 2013 form 5500 responses |
|---|
| 2013-03-01 | Type of plan entity | Single employer plan |
| 2013-03-01 | Plan funding arrangement – Insurance | Yes |
| 2013-03-01 | Plan funding arrangement – Trust | Yes |
| 2013-03-01 | Plan benefit arrangement - Trust | Yes |
| 2012: HOWE & COMPANY, CPA PC 401(K) PROFIT SHARING PLAN 2012 form 5500 responses |
|---|
| 2012-03-01 | Type of plan entity | Single employer plan |
| 2012-03-01 | Plan funding arrangement – Insurance | Yes |
| 2012-03-01 | Plan funding arrangement – Trust | Yes |
| 2012-03-01 | Plan benefit arrangement - Trust | Yes |
| 2011: HOWE & COMPANY, CPA PC 401(K) PROFIT SHARING PLAN 2011 form 5500 responses |
|---|
| 2011-03-01 | Type of plan entity | Single employer plan |
| 2011-03-01 | Plan funding arrangement – Insurance | Yes |
| 2011-03-01 | Plan funding arrangement – Trust | Yes |
| 2011-03-01 | Plan benefit arrangement - Trust | Yes |
| 2009: HOWE & COMPANY, CPA PC 401(K) PROFIT SHARING PLAN 2009 form 5500 responses |
|---|
| 2009-03-01 | Type of plan entity | Single employer plan |
| 2009-03-01 | This submission is the final filing | No |
| 2009-03-01 | Plan funding arrangement – Insurance | Yes |
| 2009-03-01 | Plan funding arrangement – Trust | Yes |
| 2009-03-01 | Plan benefit arrangement - Trust | Yes |
| MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 ) |
| Policy contract number | 52992 |
| Policy instance | 1 |
| Insurance contract or identification number | 52992 | | Number of Individuals Covered | 3 | | Insurance policy end date | 2023-01-31 | | Total amount of commissions paid to insurance broker | USD $3 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | 1 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $3 | | Insurance broker organization code? | 3 |
|
| MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 ) |
| Policy contract number | 52992 |
| Policy instance | 1 |
| Insurance contract or identification number | 52992 | | Insurance policy end date | 2022-01-31 | | Total amount of commissions paid to insurance broker | USD $3 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | 1 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Insurance broker organization code? | 3 |
|
| MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 ) |
| Policy contract number | 52992 |
| Policy instance | 1 |
| Insurance contract or identification number | 52992 | | Number of Individuals Covered | 3 | | Insurance policy end date | 2021-01-31 | | Total amount of commissions paid to insurance broker | USD $3 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | 1 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $3 | | Amount paid for insurance broker fees | 0 | | Insurance broker organization code? | 3 |
|
| MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 ) |
| Policy contract number | 52992 |
| Policy instance | 1 |
| Insurance contract or identification number | 52992 | | Insurance policy end date | 2020-01-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | 1 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Insurance broker organization code? | 3 |
|
| MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 ) |
| Policy contract number | 52992 |
| Policy instance | 1 |
| Insurance contract or identification number | 52992 | | Number of Individuals Covered | 3 | | Insurance policy end date | 2019-01-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | 1 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Insurance broker organization code? | 3 |
|
| MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 ) |
| Policy contract number | 52992 |
| Policy instance | 1 |
| Insurance contract or identification number | 52992 | | Number of Individuals Covered | 3 | | Insurance policy end date | 2018-01-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | 1 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $0 | | Amount paid for insurance broker fees | 0 | | Insurance broker organization code? | 3 | | Insurance broker name | MARK BURSON |
|
| MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 ) |
| Policy contract number | 52992 |
| Policy instance | 1 |
| Insurance contract or identification number | 52992 | | Number of Individuals Covered | 3 | | Insurance policy end date | 2016-01-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $0 | | Amount paid for insurance broker fees | 0 | | Insurance broker organization code? | 3 | | Insurance broker name | MARK BURSON |
|
| MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 ) |
| Policy contract number | 52992 |
| Policy instance | 1 |
| Insurance contract or identification number | 52992 | | Number of Individuals Covered | 3 | | Insurance policy end date | 2015-01-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | Yes | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $0 | | Amount paid for insurance broker fees | 0 | | Insurance broker organization code? | 3 | | Insurance broker name | MARK BURSON |
|
| MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 ) |
| Policy contract number | 52992 |
| Policy instance | 1 |
| Insurance contract or identification number | 52992 | | Insurance policy end date | 2014-01-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | Yes | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Insurance broker organization code? | 3 | | Insurance broker name | MARK BURSON |
|
| MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 ) |
| Policy contract number | 52992 |
| Policy instance | 1 |
| Insurance contract or identification number | 52992 | | Insurance policy end date | 2013-01-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | Yes | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Insurance broker organization code? | 3 | | Insurance broker name | MARK BURSON |
|
| MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 ) |
| Policy contract number | 52992 |
| Policy instance | 1 |
| Insurance contract or identification number | 52992 | | Number of Individuals Covered | 3 | | Insurance policy end date | 2012-01-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | Yes | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 ) |
| Policy contract number | 52992 |
| Policy instance | 1 |
| Insurance contract or identification number | 52992 | | Number of Individuals Covered | 3 | | Insurance policy end date | 2011-01-31 | | Total amount of commissions paid to insurance broker | USD $51 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | Yes | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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