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HOWE & COMPANY, CPA PC 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameHOWE & COMPANY, CPA PC 401(K) PROFIT SHARING PLAN
Plan identification number 001

HOWE & COMPANY, CPA PC 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Participant-directed brokerage accounts provided as an investment option under the plan.

401k Sponsoring company profile

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

Company Name:HOWE & COMPANY, CPA PC
Employer identification number (EIN):431069087
NAIC Classification:541211
NAIC Description:Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HOWE & COMPANY, CPA PC 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-03-01
0012021-03-01
0012020-03-01
0012019-03-01
0012018-03-01
0012017-03-01SHELLY HEAD SHELLY HEAD2018-12-11
0012016-03-01SHELLY HEAD SHELLY HEAD2017-12-11
0012015-03-01SHELLY HEAD SHELLY HEAD2016-12-07
0012014-03-01SHELLY HEAD SHELLY HEAD2015-12-09
0012013-03-01SHELLY HEAD SHELLY HEAD2014-12-09
0012012-03-01SHELLY HEAD SHELLY HEAD2013-12-11
0012011-03-01SHELLY HEAD SHELLY HEAD2012-12-12
0012009-03-01SHELLY HEAD SHELLY HEAD2010-12-09

Plan Statistics for 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-year2022-03-0124
Total number of active participants reported on line 7a of the Form 55002022-03-0114
Number of retired or separated participants receiving benefits2022-03-012
Number of other retired or separated participants entitled to future benefits2022-03-017
Total of all active and inactive participants2022-03-0123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-03-010
Total participants2022-03-0123
Number of participants with account balances2022-03-0123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-03-010
2021: HOWE & COMPANY, CPA PC 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-03-0122
Total number of active participants reported on line 7a of the Form 55002021-03-0113
Number of retired or separated participants receiving benefits2021-03-012
Number of other retired or separated participants entitled to future benefits2021-03-018
Total of all active and inactive participants2021-03-0123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-03-010
Total participants2021-03-0123
Number of participants with account balances2021-03-0123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-03-010
2020: HOWE & COMPANY, CPA PC 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-03-0125
Total number of active participants reported on line 7a of the Form 55002020-03-0114
Number of retired or separated participants receiving benefits2020-03-011
Number of other retired or separated participants entitled to future benefits2020-03-017
Total of all active and inactive participants2020-03-0122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-03-010
Total participants2020-03-0122
Number of participants with account balances2020-03-0122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-03-012
2019: HOWE & COMPANY, CPA PC 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-03-0123
Total number of active participants reported on line 7a of the Form 55002019-03-0114
Number of retired or separated participants receiving benefits2019-03-0111
Number of other retired or separated participants entitled to future benefits2019-03-010
Total of all active and inactive participants2019-03-0125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-03-010
Total participants2019-03-0125
Number of participants with account balances2019-03-0125
2018: HOWE & COMPANY, CPA PC 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-03-0127
Total number of active participants reported on line 7a of the Form 55002018-03-0113
Number of retired or separated participants receiving benefits2018-03-011
Number of other retired or separated participants entitled to future benefits2018-03-019
Total of all active and inactive participants2018-03-0123
Total participants2018-03-0123
Number of participants with account balances2018-03-0123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-03-010
2017: HOWE & COMPANY, CPA PC 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-03-0127
Total number of active participants reported on line 7a of the Form 55002017-03-0115
Number of retired or separated participants receiving benefits2017-03-013
Number of other retired or separated participants entitled to future benefits2017-03-019
Total of all active and inactive participants2017-03-0127
Total participants2017-03-0127
Number of participants with account balances2017-03-0127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-03-011
2016: HOWE & COMPANY, CPA PC 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-03-0125
Total number of active participants reported on line 7a of the Form 55002016-03-0114
Number of retired or separated participants receiving benefits2016-03-013
Number of other retired or separated participants entitled to future benefits2016-03-018
Total of all active and inactive participants2016-03-0125
Total participants2016-03-0125
Number of participants with account balances2016-03-0125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-03-012
2015: HOWE & COMPANY, CPA PC 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-03-0126
Total number of active participants reported on line 7a of the Form 55002015-03-0114
Number of retired or separated participants receiving benefits2015-03-013
Number of other retired or separated participants entitled to future benefits2015-03-019
Total of all active and inactive participants2015-03-0126
Total participants2015-03-0126
Number of participants with account balances2015-03-0126
2014: HOWE & COMPANY, CPA PC 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-03-0124
Total number of active participants reported on line 7a of the Form 55002014-03-0115
Number of other retired or separated participants entitled to future benefits2014-03-019
Total of all active and inactive participants2014-03-0124
Total participants2014-03-0124
Number of participants with account balances2014-03-0124
2013: HOWE & COMPANY, CPA PC 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-03-0122
Total number of active participants reported on line 7a of the Form 55002013-03-0114
Number of other retired or separated participants entitled to future benefits2013-03-018
Total of all active and inactive participants2013-03-0122
Total participants2013-03-0122
Number of participants with account balances2013-03-0122
2012: HOWE & COMPANY, CPA PC 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-03-0123
Total number of active participants reported on line 7a of the Form 55002012-03-0115
Number of other retired or separated participants entitled to future benefits2012-03-017
Total of all active and inactive participants2012-03-0122
Total participants2012-03-0122
Number of participants with account balances2012-03-0122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-03-011
2011: HOWE & COMPANY, CPA PC 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-03-0121
Total number of active participants reported on line 7a of the Form 55002011-03-0116
Number of other retired or separated participants entitled to future benefits2011-03-015
Total of all active and inactive participants2011-03-0121
Total participants2011-03-0121
Number of participants with account balances2011-03-0121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-03-010
2009: HOWE & COMPANY, CPA PC 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-03-0120
Total number of active participants reported on line 7a of the Form 55002009-03-0117
Number of other retired or separated participants entitled to future benefits2009-03-014
Total of all active and inactive participants2009-03-0121
Total participants2009-03-0121
Number of participants with account balances2009-03-0121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-03-012

Financial Data on HOWE & COMPANY, CPA PC 401(K) PROFIT SHARING PLAN

Measure Date Value
2023 : HOWE & COMPANY, CPA PC 401(K) PROFIT SHARING PLAN 2023 401k financial data
Total income from all sources2023-02-28$-377,813
Expenses. Total of all expenses incurred2023-02-28$49,674
Benefits paid (including direct rollovers)2023-02-28$37,292
Total plan assets at end of year2023-02-28$6,893,406
Total plan assets at beginning of year2023-02-28$7,320,893
Value of fidelity bond covering the plan2023-02-28$500,000
Total contributions received or receivable from participants2023-02-28$119,027
Other income received2023-02-28$-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 loans2023-02-28$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 sources2022-02-28$590,611
Expenses. Total of all expenses incurred2022-02-28$20,877
Benefits paid (including direct rollovers)2022-02-28$7,385
Total plan assets at end of year2022-02-28$7,320,893
Total plan assets at beginning of year2022-02-28$6,751,159
Value of fidelity bond covering the plan2022-02-28$500,000
Total contributions received or receivable from participants2022-02-28$107,683
Other income received2022-02-28$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 loans2022-02-28$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 sources2021-02-28$1,365,277
Expenses. Total of all expenses incurred2021-02-28$72,058
Benefits paid (including direct rollovers)2021-02-28$59,842
Total plan assets at end of year2021-02-28$6,751,159
Total plan assets at beginning of year2021-02-28$5,457,940
Total contributions received or receivable from participants2021-02-28$121,337
Other income received2021-02-28$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 loans2021-02-28$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 sources2020-02-29$524,343
Expenses. Total of all expenses incurred2020-02-29$456,775
Benefits paid (including direct rollovers)2020-02-29$444,125
Total plan assets at end of year2020-02-29$5,457,940
Total plan assets at beginning of year2020-02-29$5,390,372
Value of fidelity bond covering the plan2020-02-29$500,000
Total contributions received or receivable from participants2020-02-29$131,146
Other income received2020-02-29$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 loans2020-02-29$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 plan2019-02-28$0
Total income from all sources2019-02-28$322,404
Expenses. Total of all expenses incurred2019-02-28$1,457,963
Benefits paid (including direct rollovers)2019-02-28$1,445,968
Total plan assets at end of year2019-02-28$5,390,372
Total plan assets at beginning of year2019-02-28$6,525,931
Value of fidelity bond covering the plan2019-02-28$500,000
Total contributions received or receivable from participants2019-02-28$119,592
Other income received2019-02-28$157,470
Net income (gross income less expenses)2019-02-28$-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 loans2019-02-28$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 plan2018-02-28$12,387
Total income from all sources2018-02-28$848,072
Expenses. Total of all expenses incurred2018-02-28$85,652
Benefits paid (including direct rollovers)2018-02-28$73,179
Total plan assets at end of year2018-02-28$6,525,931
Total plan assets at beginning of year2018-02-28$5,751,124
Value of fidelity bond covering the plan2018-02-28$500,000
Total contributions received or receivable from participants2018-02-28$104,761
Other income received2018-02-28$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 loans2018-02-28$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 sources2017-02-28$904,848
Expenses. Total of all expenses incurred2017-02-28$240,682
Benefits paid (including direct rollovers)2017-02-28$230,179
Total plan assets at end of year2017-02-28$5,751,124
Total plan assets at beginning of year2017-02-28$5,086,958
Value of fidelity bond covering the plan2017-02-28$500,000
Total contributions received or receivable from participants2017-02-28$106,361
Other income received2017-02-28$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 loans2017-02-28$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$10,503
2016 : HOWE & COMPANY, CPA PC 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources2016-02-29$-114,258
Expenses. Total of all expenses incurred2016-02-29$189,604
Benefits paid (including direct rollovers)2016-02-29$179,677
Total plan assets at end of year2016-02-29$5,086,958
Total plan assets at beginning of year2016-02-29$5,390,820
Value of fidelity bond covering the plan2016-02-29$500,000
Total contributions received or receivable from participants2016-02-29$124,827
Other income received2016-02-29$-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 loans2016-02-29$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 sources2015-02-28$486,937
Expenses. Total of all expenses incurred2015-02-28$62,923
Benefits paid (including direct rollovers)2015-02-28$56,159
Total plan assets at end of year2015-02-28$5,390,820
Total plan assets at beginning of year2015-02-28$4,966,806
Value of fidelity bond covering the plan2015-02-28$500,000
Total contributions received or receivable from participants2015-02-28$115,574
Other income received2015-02-28$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 loans2015-02-28$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 plan2014-02-28$0
Total income from all sources2014-02-28$745,663
Expenses. Total of all expenses incurred2014-02-28$55,091
Benefits paid (including direct rollovers)2014-02-28$55,091
Total plan assets at end of year2014-02-28$4,966,806
Total plan assets at beginning of year2014-02-28$4,276,234
Value of fidelity bond covering the plan2014-02-28$450,000
Total contributions received or receivable from participants2014-02-28$116,320
Other income received2014-02-28$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 loans2014-02-28$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 plan2013-02-28$90
Total income from all sources2013-02-28$332,501
Expenses. Total of all expenses incurred2013-02-28$88,876
Benefits paid (including direct rollovers)2013-02-28$88,876
Total plan assets at end of year2013-02-28$4,276,234
Total plan assets at beginning of year2013-02-28$4,032,519
Value of fidelity bond covering the plan2013-02-28$425,000
Total contributions received or receivable from participants2013-02-28$46,216
Other income received2013-02-28$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 loans2013-02-28$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 sources2012-02-29$241,129
Expenses. Total of all expenses incurred2012-02-29$45,800
Benefits paid (including direct rollovers)2012-02-29$45,800
Total plan assets at end of year2012-02-29$4,032,519
Total plan assets at beginning of year2012-02-29$3,837,190
Value of fidelity bond covering the plan2012-02-29$425,000
Total contributions received or receivable from participants2012-02-29$103,138
Other income received2012-02-29$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 loans2012-02-29$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 sources2011-02-28$412,982
Expenses. Total of all expenses incurred2011-02-28$46,506
Benefits paid (including direct rollovers)2011-02-28$46,506
Total plan assets at end of year2011-02-28$3,837,190
Total plan assets at beginning of year2011-02-28$3,470,714
Value of fidelity bond covering the plan2011-02-28$425,000
Total contributions received or receivable from participants2011-02-28$45,500
Other income received2011-02-28$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 loans2011-02-28$3,757
Total contributions received or receivable from employer(s)2011-02-28$0

Form 5500 Responses for HOWE & COMPANY, CPA PC 401(K) PROFIT SHARING PLAN

2022: HOWE & COMPANY, CPA PC 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-03-01Type of plan entitySingle employer plan
2022-03-01Plan funding arrangement – InsuranceYes
2022-03-01Plan funding arrangement – TrustYes
2022-03-01Plan benefit arrangement - TrustYes
2021: HOWE & COMPANY, CPA PC 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-03-01Type of plan entitySingle employer plan
2021-03-01Plan funding arrangement – InsuranceYes
2021-03-01Plan funding arrangement – TrustYes
2021-03-01Plan benefit arrangement - TrustYes
2020: HOWE & COMPANY, CPA PC 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-03-01Type of plan entitySingle employer plan
2020-03-01Plan funding arrangement – InsuranceYes
2020-03-01Plan funding arrangement – TrustYes
2020-03-01Plan benefit arrangement - TrustYes
2019: HOWE & COMPANY, CPA PC 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-03-01Type of plan entitySingle employer plan
2019-03-01Plan funding arrangement – InsuranceYes
2019-03-01Plan funding arrangement – TrustYes
2019-03-01Plan benefit arrangement - TrustYes
2018: HOWE & COMPANY, CPA PC 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-03-01Type of plan entitySingle employer plan
2018-03-01Plan funding arrangement – InsuranceYes
2018-03-01Plan funding arrangement – TrustYes
2018-03-01Plan benefit arrangement - TrustYes
2017: HOWE & COMPANY, CPA PC 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-03-01Type of plan entitySingle employer plan
2017-03-01Plan funding arrangement – InsuranceYes
2017-03-01Plan funding arrangement – TrustYes
2017-03-01Plan benefit arrangement - TrustYes
2016: HOWE & COMPANY, CPA PC 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-03-01Type of plan entitySingle employer plan
2016-03-01Plan funding arrangement – InsuranceYes
2016-03-01Plan funding arrangement – TrustYes
2016-03-01Plan benefit arrangement - TrustYes
2015: HOWE & COMPANY, CPA PC 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-03-01Type of plan entitySingle employer plan
2015-03-01Plan funding arrangement – InsuranceYes
2015-03-01Plan funding arrangement – TrustYes
2015-03-01Plan benefit arrangement - TrustYes
2014: HOWE & COMPANY, CPA PC 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-03-01Type of plan entitySingle employer plan
2014-03-01Plan funding arrangement – InsuranceYes
2014-03-01Plan funding arrangement – TrustYes
2014-03-01Plan benefit arrangement - TrustYes
2013: HOWE & COMPANY, CPA PC 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-03-01Type of plan entitySingle employer plan
2013-03-01Plan funding arrangement – InsuranceYes
2013-03-01Plan funding arrangement – TrustYes
2013-03-01Plan benefit arrangement - TrustYes
2012: HOWE & COMPANY, CPA PC 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-03-01Type of plan entitySingle employer plan
2012-03-01Plan funding arrangement – InsuranceYes
2012-03-01Plan funding arrangement – TrustYes
2012-03-01Plan benefit arrangement - TrustYes
2011: HOWE & COMPANY, CPA PC 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-03-01Type of plan entitySingle employer plan
2011-03-01Plan funding arrangement – InsuranceYes
2011-03-01Plan funding arrangement – TrustYes
2011-03-01Plan benefit arrangement - TrustYes
2009: HOWE & COMPANY, CPA PC 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-03-01Type of plan entitySingle employer plan
2009-03-01This submission is the final filingNo
2009-03-01Plan funding arrangement – InsuranceYes
2009-03-01Plan funding arrangement – TrustYes
2009-03-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number52992
Policy instance 1
Insurance contract or identification number52992
Number of Individuals Covered3
Insurance policy end date2023-01-31
Total amount of commissions paid to insurance brokerUSD $3
Total amount of fees paid to insurance companyUSD $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 BrokerUSD $3
Insurance broker organization code?3
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number52992
Policy instance 1
Insurance contract or identification number52992
Insurance policy end date2022-01-31
Total amount of commissions paid to insurance brokerUSD $3
Total amount of fees paid to insurance companyUSD $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 number52992
Policy instance 1
Insurance contract or identification number52992
Number of Individuals Covered3
Insurance policy end date2021-01-31
Total amount of commissions paid to insurance brokerUSD $3
Total amount of fees paid to insurance companyUSD $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 BrokerUSD $3
Amount paid for insurance broker fees0
Insurance broker organization code?3
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number52992
Policy instance 1
Insurance contract or identification number52992
Insurance policy end date2020-01-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $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 number52992
Policy instance 1
Insurance contract or identification number52992
Number of Individuals Covered3
Insurance policy end date2019-01-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $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 number52992
Policy instance 1
Insurance contract or identification number52992
Number of Individuals Covered3
Insurance policy end date2018-01-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $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 BrokerUSD $0
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameMARK BURSON
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number52992
Policy instance 1
Insurance contract or identification number52992
Number of Individuals Covered3
Insurance policy end date2016-01-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $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 BrokerUSD $0
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameMARK BURSON
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number52992
Policy instance 1
Insurance contract or identification number52992
Number of Individuals Covered3
Insurance policy end date2015-01-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameMARK BURSON
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number52992
Policy instance 1
Insurance contract or identification number52992
Insurance policy end date2014-01-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
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 nameMARK BURSON
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number52992
Policy instance 1
Insurance contract or identification number52992
Insurance policy end date2013-01-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
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 nameMARK BURSON
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number52992
Policy instance 1
Insurance contract or identification number52992
Number of Individuals Covered3
Insurance policy end date2012-01-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
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 number52992
Policy instance 1
Insurance contract or identification number52992
Number of Individuals Covered3
Insurance policy end date2011-01-31
Total amount of commissions paid to insurance brokerUSD $51
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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