401k Plan data: ERIC BARSHOP & ASSOCIATES, P.A. PROFIT SHARING PLAN plan

ERIC BARSHOP & ASSOCIATES, P.A. PROFIT SHARING PLAN 401k Plan overview

Plan Name	ERIC BARSHOP & ASSOCIATES, P.A. PROFIT SHARING PLAN
Plan identification number	002

ERIC BARSHOP & ASSOCIATES, P.A. PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
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.
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

ERIC BARSHOP & ASSOCIATES, P.A. has sponsored the creation of one or more 401k plans.

Company Name: ERIC BARSHOP & ASSOCIATES, P.A.

Employer identification number (EIN): 521872908

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ERIC BARSHOP & ASSOCIATES, P.A. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-09-01 CORY BART 2024-02-26
002 2022-09-01 ERIC BARSHOP 2023-09-21
002 2021-09-01 ERIC BARSHOP 2022-10-19
002 2020-09-01 ERIC BARSHOP 2021-10-15
002 2019-09-01 ERIC BARSHOP 2020-10-23
002 2018-09-01 ERIC BARSHOP 2019-09-26
002 2017-09-01
002 2016-09-01
002 2015-09-01
002 2014-09-01 ERIC BARSHOP
002 2013-09-01 ERIC BARSHOP
002 2012-09-01 ERIC BARSHOP
002 2011-09-01 ERIC BARSHOP
002 2010-09-01 ERIC BARSHOP
002 2009-09-01 ERIC BARSHOP

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2023-09-01	CORY BART	2024-02-26
002	2022-09-01	ERIC BARSHOP	2023-09-21
002	2021-09-01	ERIC BARSHOP	2022-10-19
002	2020-09-01	ERIC BARSHOP	2021-10-15
002	2019-09-01	ERIC BARSHOP	2020-10-23
002	2018-09-01	ERIC BARSHOP	2019-09-26
002	2017-09-01
002	2016-09-01
002	2015-09-01
002	2014-09-01	ERIC BARSHOP
002	2013-09-01	ERIC BARSHOP
002	2012-09-01	ERIC BARSHOP
002	2011-09-01	ERIC BARSHOP
002	2010-09-01	ERIC BARSHOP
002	2009-09-01	ERIC BARSHOP

Plan Statistics for ERIC BARSHOP & ASSOCIATES, P.A. PROFIT SHARING PLAN

401k plan membership statisitcs for ERIC BARSHOP & ASSOCIATES, P.A. PROFIT SHARING PLAN

Measure Date Value
2023: ERIC BARSHOP & ASSOCIATES, P.A. PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year 2023-09-01 4
Total number of active participants reported on line 7a of the Form 5500 2023-09-01 4
Number of retired or separated participants receiving benefits 2023-09-01 0
Number of other retired or separated participants entitled to future benefits 2023-09-01 0
Total of all active and inactive participants 2023-09-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-09-01 0
Total participants 2023-09-01 4
Number of participants with account balances 2023-09-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-09-01 0
2022: ERIC BARSHOP & ASSOCIATES, P.A. PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-09-01 3
Total number of active participants reported on line 7a of the Form 5500 2022-09-01 4
Number of retired or separated participants receiving benefits 2022-09-01 0
Number of other retired or separated participants entitled to future benefits 2022-09-01 0
Total of all active and inactive participants 2022-09-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-09-01 0
Total participants 2022-09-01 4
Number of participants with account balances 2022-09-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-09-01 0
2021: ERIC BARSHOP & ASSOCIATES, P.A. PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-09-01 3
Total number of active participants reported on line 7a of the Form 5500 2021-09-01 3
Number of retired or separated participants receiving benefits 2021-09-01 0
Number of other retired or separated participants entitled to future benefits 2021-09-01 0
Total of all active and inactive participants 2021-09-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-09-01 0
Total participants 2021-09-01 3
Number of participants with account balances 2021-09-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-09-01 0
2020: ERIC BARSHOP & ASSOCIATES, P.A. PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-09-01 3
Total number of active participants reported on line 7a of the Form 5500 2020-09-01 3
Number of retired or separated participants receiving benefits 2020-09-01 0
Number of other retired or separated participants entitled to future benefits 2020-09-01 0
Total of all active and inactive participants 2020-09-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-09-01 0
Total participants 2020-09-01 3
Number of participants with account balances 2020-09-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-09-01 0
2019: ERIC BARSHOP & ASSOCIATES, P.A. PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-09-01 3
Total number of active participants reported on line 7a of the Form 5500 2019-09-01 3
Number of retired or separated participants receiving benefits 2019-09-01 0
Number of other retired or separated participants entitled to future benefits 2019-09-01 0
Total of all active and inactive participants 2019-09-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-09-01 0
Total participants 2019-09-01 3
Number of participants with account balances 2019-09-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-09-01 0
2018: ERIC BARSHOP & ASSOCIATES, P.A. PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-09-01 3
Total number of active participants reported on line 7a of the Form 5500 2018-09-01 3
Number of retired or separated participants receiving benefits 2018-09-01 0
Number of other retired or separated participants entitled to future benefits 2018-09-01 0
Total of all active and inactive participants 2018-09-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-09-01 0
Total participants 2018-09-01 3
Number of participants with account balances 2018-09-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-09-01 0
2017: ERIC BARSHOP & ASSOCIATES, P.A. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-09-01 3
Total number of active participants reported on line 7a of the Form 5500 2017-09-01 3
Number of retired or separated participants receiving benefits 2017-09-01 0
Number of other retired or separated participants entitled to future benefits 2017-09-01 0
Total of all active and inactive participants 2017-09-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-09-01 0
Total participants 2017-09-01 3
Number of participants with account balances 2017-09-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-09-01 0
2016: ERIC BARSHOP & ASSOCIATES, P.A. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-09-01 3
Total number of active participants reported on line 7a of the Form 5500 2016-09-01 3
Number of retired or separated participants receiving benefits 2016-09-01 0
Number of other retired or separated participants entitled to future benefits 2016-09-01 0
Total of all active and inactive participants 2016-09-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-09-01 0
Total participants 2016-09-01 3
Number of participants with account balances 2016-09-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-09-01 0
2015: ERIC BARSHOP & ASSOCIATES, P.A. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-09-01 3
Total number of active participants reported on line 7a of the Form 5500 2015-09-01 3
Number of retired or separated participants receiving benefits 2015-09-01 0
Number of other retired or separated participants entitled to future benefits 2015-09-01 0
Total of all active and inactive participants 2015-09-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-09-01 0
Total participants 2015-09-01 3
Number of participants with account balances 2015-09-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-09-01 0
2014: ERIC BARSHOP & ASSOCIATES, P.A. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-09-01 3
Total number of active participants reported on line 7a of the Form 5500 2014-09-01 3
Number of retired or separated participants receiving benefits 2014-09-01 0
Number of other retired or separated participants entitled to future benefits 2014-09-01 0
Total of all active and inactive participants 2014-09-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-09-01 0
Total participants 2014-09-01 3
Number of participants with account balances 2014-09-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-09-01 0
2013: ERIC BARSHOP & ASSOCIATES, P.A. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-09-01 3
Total number of active participants reported on line 7a of the Form 5500 2013-09-01 3
Number of retired or separated participants receiving benefits 2013-09-01 0
Number of other retired or separated participants entitled to future benefits 2013-09-01 0
Total of all active and inactive participants 2013-09-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-09-01 0
Total participants 2013-09-01 3
Number of participants with account balances 2013-09-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-09-01 0
2012: ERIC BARSHOP & ASSOCIATES, P.A. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-09-01 3
Total number of active participants reported on line 7a of the Form 5500 2012-09-01 3
Number of retired or separated participants receiving benefits 2012-09-01 0
Number of other retired or separated participants entitled to future benefits 2012-09-01 0
Total of all active and inactive participants 2012-09-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-09-01 0
Total participants 2012-09-01 3
Number of participants with account balances 2012-09-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-09-01 0
2011: ERIC BARSHOP & ASSOCIATES, P.A. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-09-01 3
Total number of active participants reported on line 7a of the Form 5500 2011-09-01 3
Number of retired or separated participants receiving benefits 2011-09-01 0
Number of other retired or separated participants entitled to future benefits 2011-09-01 0
Total of all active and inactive participants 2011-09-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-09-01 0
Total participants 2011-09-01 3
Number of participants with account balances 2011-09-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-09-01 0
2010: ERIC BARSHOP & ASSOCIATES, P.A. PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-09-01 3
Total number of active participants reported on line 7a of the Form 5500 2010-09-01 3
Number of retired or separated participants receiving benefits 2010-09-01 0
Number of other retired or separated participants entitled to future benefits 2010-09-01 0
Total of all active and inactive participants 2010-09-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-09-01 0
Total participants 2010-09-01 3
Number of participants with account balances 2010-09-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-09-01 0
2009: ERIC BARSHOP & ASSOCIATES, P.A. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-09-01 3
Total number of active participants reported on line 7a of the Form 5500 2009-09-01 3
Number of retired or separated participants receiving benefits 2009-09-01 0
Number of other retired or separated participants entitled to future benefits 2009-09-01 0
Total of all active and inactive participants 2009-09-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-09-01 0
Total participants 2009-09-01 3
Number of participants with account balances 2009-09-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-09-01 0

Measure	Date	Value
2023: ERIC BARSHOP & ASSOCIATES, P.A. PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year	2023-09-01	4
Total number of active participants reported on line 7a of the Form 5500	2023-09-01	4
Number of retired or separated participants receiving benefits	2023-09-01	0
Number of other retired or separated participants entitled to future benefits	2023-09-01	0
Total of all active and inactive participants	2023-09-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-09-01	0
Total participants	2023-09-01	4
Number of participants with account balances	2023-09-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-09-01	0
2022: ERIC BARSHOP & ASSOCIATES, P.A. PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-09-01	3
Total number of active participants reported on line 7a of the Form 5500	2022-09-01	4
Number of retired or separated participants receiving benefits	2022-09-01	0
Number of other retired or separated participants entitled to future benefits	2022-09-01	0
Total of all active and inactive participants	2022-09-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-09-01	0
Total participants	2022-09-01	4
Number of participants with account balances	2022-09-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-09-01	0
2021: ERIC BARSHOP & ASSOCIATES, P.A. PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-09-01	3
Total number of active participants reported on line 7a of the Form 5500	2021-09-01	3
Number of retired or separated participants receiving benefits	2021-09-01	0
Number of other retired or separated participants entitled to future benefits	2021-09-01	0
Total of all active and inactive participants	2021-09-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-09-01	0
Total participants	2021-09-01	3
Number of participants with account balances	2021-09-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-09-01	0
2020: ERIC BARSHOP & ASSOCIATES, P.A. PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-09-01	3
Total number of active participants reported on line 7a of the Form 5500	2020-09-01	3
Number of retired or separated participants receiving benefits	2020-09-01	0
Number of other retired or separated participants entitled to future benefits	2020-09-01	0
Total of all active and inactive participants	2020-09-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-09-01	0
Total participants	2020-09-01	3
Number of participants with account balances	2020-09-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-09-01	0
2019: ERIC BARSHOP & ASSOCIATES, P.A. PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-09-01	3
Total number of active participants reported on line 7a of the Form 5500	2019-09-01	3
Number of retired or separated participants receiving benefits	2019-09-01	0
Number of other retired or separated participants entitled to future benefits	2019-09-01	0
Total of all active and inactive participants	2019-09-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-09-01	0
Total participants	2019-09-01	3
Number of participants with account balances	2019-09-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-09-01	0
2018: ERIC BARSHOP & ASSOCIATES, P.A. PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-09-01	3
Total number of active participants reported on line 7a of the Form 5500	2018-09-01	3
Number of retired or separated participants receiving benefits	2018-09-01	0
Number of other retired or separated participants entitled to future benefits	2018-09-01	0
Total of all active and inactive participants	2018-09-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-09-01	0
Total participants	2018-09-01	3
Number of participants with account balances	2018-09-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-09-01	0
2017: ERIC BARSHOP & ASSOCIATES, P.A. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-09-01	3
Total number of active participants reported on line 7a of the Form 5500	2017-09-01	3
Number of retired or separated participants receiving benefits	2017-09-01	0
Number of other retired or separated participants entitled to future benefits	2017-09-01	0
Total of all active and inactive participants	2017-09-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-09-01	0
Total participants	2017-09-01	3
Number of participants with account balances	2017-09-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-09-01	0
2016: ERIC BARSHOP & ASSOCIATES, P.A. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-09-01	3
Total number of active participants reported on line 7a of the Form 5500	2016-09-01	3
Number of retired or separated participants receiving benefits	2016-09-01	0
Number of other retired or separated participants entitled to future benefits	2016-09-01	0
Total of all active and inactive participants	2016-09-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-09-01	0
Total participants	2016-09-01	3
Number of participants with account balances	2016-09-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-09-01	0
2015: ERIC BARSHOP & ASSOCIATES, P.A. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-09-01	3
Total number of active participants reported on line 7a of the Form 5500	2015-09-01	3
Number of retired or separated participants receiving benefits	2015-09-01	0
Number of other retired or separated participants entitled to future benefits	2015-09-01	0
Total of all active and inactive participants	2015-09-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-09-01	0
Total participants	2015-09-01	3
Number of participants with account balances	2015-09-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-09-01	0
2014: ERIC BARSHOP & ASSOCIATES, P.A. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-09-01	3
Total number of active participants reported on line 7a of the Form 5500	2014-09-01	3
Number of retired or separated participants receiving benefits	2014-09-01	0
Number of other retired or separated participants entitled to future benefits	2014-09-01	0
Total of all active and inactive participants	2014-09-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-09-01	0
Total participants	2014-09-01	3
Number of participants with account balances	2014-09-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-09-01	0
2013: ERIC BARSHOP & ASSOCIATES, P.A. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-09-01	3
Total number of active participants reported on line 7a of the Form 5500	2013-09-01	3
Number of retired or separated participants receiving benefits	2013-09-01	0
Number of other retired or separated participants entitled to future benefits	2013-09-01	0
Total of all active and inactive participants	2013-09-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-09-01	0
Total participants	2013-09-01	3
Number of participants with account balances	2013-09-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-09-01	0
2012: ERIC BARSHOP & ASSOCIATES, P.A. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-09-01	3
Total number of active participants reported on line 7a of the Form 5500	2012-09-01	3
Number of retired or separated participants receiving benefits	2012-09-01	0
Number of other retired or separated participants entitled to future benefits	2012-09-01	0
Total of all active and inactive participants	2012-09-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-09-01	0
Total participants	2012-09-01	3
Number of participants with account balances	2012-09-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-09-01	0
2011: ERIC BARSHOP & ASSOCIATES, P.A. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-09-01	3
Total number of active participants reported on line 7a of the Form 5500	2011-09-01	3
Number of retired or separated participants receiving benefits	2011-09-01	0
Number of other retired or separated participants entitled to future benefits	2011-09-01	0
Total of all active and inactive participants	2011-09-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-09-01	0
Total participants	2011-09-01	3
Number of participants with account balances	2011-09-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-09-01	0
2010: ERIC BARSHOP & ASSOCIATES, P.A. PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-09-01	3
Total number of active participants reported on line 7a of the Form 5500	2010-09-01	3
Number of retired or separated participants receiving benefits	2010-09-01	0
Number of other retired or separated participants entitled to future benefits	2010-09-01	0
Total of all active and inactive participants	2010-09-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-09-01	0
Total participants	2010-09-01	3
Number of participants with account balances	2010-09-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-09-01	0
2009: ERIC BARSHOP & ASSOCIATES, P.A. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-09-01	3
Total number of active participants reported on line 7a of the Form 5500	2009-09-01	3
Number of retired or separated participants receiving benefits	2009-09-01	0
Number of other retired or separated participants entitled to future benefits	2009-09-01	0
Total of all active and inactive participants	2009-09-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-09-01	0
Total participants	2009-09-01	3
Number of participants with account balances	2009-09-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-09-01	0

Financial Data on ERIC BARSHOP & ASSOCIATES, P.A. PROFIT SHARING PLAN

Measure	Date	Value
2023 : ERIC BARSHOP & ASSOCIATES, P.A. PROFIT SHARING PLAN 2023 401k financial data
Total income from all sources	2023-12-31	$344,484
Expenses. Total of all expenses incurred	2023-12-31	$0
Total plan assets at end of year	2023-12-31	$5,800,614
Total plan assets at beginning of year	2023-12-31	$5,456,130
Value of fidelity bond covering the plan	2023-12-31	$500,000
Assets. Value of loans (other than to participants)	2023-12-31	$35,328
Other income received	2023-12-31	$332,438
Net income (gross income less expenses)	2023-12-31	$344,484
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$5,800,614
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$5,456,130
Total contributions received or receivable from employer(s)	2023-12-31	$12,046
Total income from all sources	2023-08-31	$439,924
Expenses. Total of all expenses incurred	2023-08-31	$80
Total plan assets at end of year	2023-08-31	$5,456,130
Total plan assets at beginning of year	2023-08-31	$5,016,286
Value of fidelity bond covering the plan	2023-08-31	$500,000
Total contributions received or receivable from participants	2023-08-31	$60,000
Assets. Value of loans (other than to participants)	2023-08-31	$40,078
Expenses. Other expenses not covered elsewhere	2023-08-31	$80
Other income received	2023-08-31	$276,174
Net income (gross income less expenses)	2023-08-31	$439,844
Net plan assets at end of year (total assets less liabilities)	2023-08-31	$5,456,130
Net plan assets at beginning of year (total assets less liabilities)	2023-08-31	$5,016,286
Total contributions received or receivable from employer(s)	2023-08-31	$103,750
2022 : ERIC BARSHOP & ASSOCIATES, P.A. PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources	2022-08-31	$-740,840
Expenses. Total of all expenses incurred	2022-08-31	$84
Total plan assets at end of year	2022-08-31	$5,016,286
Total plan assets at beginning of year	2022-08-31	$5,757,210
Value of fidelity bond covering the plan	2022-08-31	$500,000
Total contributions received or receivable from participants	2022-08-31	$54,000
Assets. Value of loans (other than to participants)	2022-08-31	$33,604
Expenses. Other expenses not covered elsewhere	2022-08-31	$84
Other income received	2022-08-31	$-873,590
Net income (gross income less expenses)	2022-08-31	$-740,924
Net plan assets at end of year (total assets less liabilities)	2022-08-31	$5,016,286
Net plan assets at beginning of year (total assets less liabilities)	2022-08-31	$5,757,210
Total contributions received or receivable from employer(s)	2022-08-31	$78,750
2021 : ERIC BARSHOP & ASSOCIATES, P.A. PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources	2021-08-31	$1,675,789
Expenses. Total of all expenses incurred	2021-08-31	$32
Total plan assets at end of year	2021-08-31	$5,757,210
Total plan assets at beginning of year	2021-08-31	$4,081,453
Value of fidelity bond covering the plan	2021-08-31	$400,000
Total contributions received or receivable from participants	2021-08-31	$53,853
Assets. Value of loans (other than to participants)	2021-08-31	$34,938
Expenses. Other expenses not covered elsewhere	2021-08-31	$32
Other income received	2021-08-31	$1,540,719
Net income (gross income less expenses)	2021-08-31	$1,675,757
Net plan assets at end of year (total assets less liabilities)	2021-08-31	$5,757,210
Net plan assets at beginning of year (total assets less liabilities)	2021-08-31	$4,081,453
Total contributions received or receivable from employer(s)	2021-08-31	$81,217
2020 : ERIC BARSHOP & ASSOCIATES, P.A. PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources	2020-08-31	$437,743
Expenses. Total of all expenses incurred	2020-08-31	$10
Total plan assets at end of year	2020-08-31	$4,081,453
Total plan assets at beginning of year	2020-08-31	$3,643,720
Value of fidelity bond covering the plan	2020-08-31	$400,000
Total contributions received or receivable from participants	2020-08-31	$52,000
Assets. Value of loans (other than to participants)	2020-08-31	$34,067
Other income received	2020-08-31	$310,151
Net income (gross income less expenses)	2020-08-31	$437,733
Net plan assets at end of year (total assets less liabilities)	2020-08-31	$4,081,453
Net plan assets at beginning of year (total assets less liabilities)	2020-08-31	$3,643,720
Total contributions received or receivable from employer(s)	2020-08-31	$75,592
Expenses. Administrative service providers (salaries,fees and commissions)	2020-08-31	$10
2019 : ERIC BARSHOP & ASSOCIATES, P.A. PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources	2019-08-31	$-30,489
Expenses. Total of all expenses incurred	2019-08-31	$30
Total plan assets at end of year	2019-08-31	$3,643,720
Total plan assets at beginning of year	2019-08-31	$3,674,239
Value of fidelity bond covering the plan	2019-08-31	$400,000
Total contributions received or receivable from participants	2019-08-31	$50,000
Assets. Value of loans (other than to participants)	2019-08-31	$33,897
Other income received	2019-08-31	$-154,061
Net income (gross income less expenses)	2019-08-31	$-30,519
Net plan assets at end of year (total assets less liabilities)	2019-08-31	$3,643,720
Net plan assets at beginning of year (total assets less liabilities)	2019-08-31	$3,674,239
Total contributions received or receivable from employer(s)	2019-08-31	$73,572
Expenses. Administrative service providers (salaries,fees and commissions)	2019-08-31	$30
2018 : ERIC BARSHOP & ASSOCIATES, P.A. PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources	2018-08-31	$529,182
Expenses. Total of all expenses incurred	2018-08-31	$3
Total plan assets at end of year	2018-08-31	$3,674,239
Total plan assets at beginning of year	2018-08-31	$3,145,060
Value of fidelity bond covering the plan	2018-08-31	$350,000
Total contributions received or receivable from participants	2018-08-31	$49,000
Assets. Value of loans (other than to participants)	2018-08-31	$56,275
Other income received	2018-08-31	$407,700
Net income (gross income less expenses)	2018-08-31	$529,179
Net plan assets at end of year (total assets less liabilities)	2018-08-31	$3,674,239
Net plan assets at beginning of year (total assets less liabilities)	2018-08-31	$3,145,060
Total contributions received or receivable from employer(s)	2018-08-31	$72,482
Expenses. Administrative service providers (salaries,fees and commissions)	2018-08-31	$3
2017 : ERIC BARSHOP & ASSOCIATES, P.A. PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources	2017-08-31	$258,911
Expenses. Total of all expenses incurred	2017-08-31	$0
Total plan assets at end of year	2017-08-31	$3,145,060
Total plan assets at beginning of year	2017-08-31	$2,886,149
Value of fidelity bond covering the plan	2017-08-31	$270,000
Total contributions received or receivable from participants	2017-08-31	$48,000
Assets. Value of loans (other than to participants)	2017-08-31	$98,269
Other income received	2017-08-31	$140,268
Net income (gross income less expenses)	2017-08-31	$258,911
Net plan assets at end of year (total assets less liabilities)	2017-08-31	$3,145,060
Net plan assets at beginning of year (total assets less liabilities)	2017-08-31	$2,886,149
Total contributions received or receivable from employer(s)	2017-08-31	$70,643
2016 : ERIC BARSHOP & ASSOCIATES, P.A. PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources	2016-08-31	$283,260
Expenses. Total of all expenses incurred	2016-08-31	$0
Total plan assets at end of year	2016-08-31	$2,886,149
Total plan assets at beginning of year	2016-08-31	$2,602,889
Value of fidelity bond covering the plan	2016-08-31	$270,000
Total contributions received or receivable from participants	2016-08-31	$48,000
Assets. Value of loans (other than to participants)	2016-08-31	$141,478
Other income received	2016-08-31	$167,485
Net income (gross income less expenses)	2016-08-31	$283,260
Net plan assets at end of year (total assets less liabilities)	2016-08-31	$2,886,149
Net plan assets at beginning of year (total assets less liabilities)	2016-08-31	$2,602,889
Total contributions received or receivable from employer(s)	2016-08-31	$67,775
2015 : ERIC BARSHOP & ASSOCIATES, P.A. PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-08-31	$-60,017
Expenses. Total of all expenses incurred	2015-08-31	$35
Total plan assets at end of year	2015-08-31	$2,602,889
Total plan assets at beginning of year	2015-08-31	$2,662,941
Value of fidelity bond covering the plan	2015-08-31	$270,000
Total contributions received or receivable from participants	2015-08-31	$48,000
Assets. Value of loans (other than to participants)	2015-08-31	$123,170
Other income received	2015-08-31	$-175,969
Net income (gross income less expenses)	2015-08-31	$-60,052
Net plan assets at end of year (total assets less liabilities)	2015-08-31	$2,602,889
Net plan assets at beginning of year (total assets less liabilities)	2015-08-31	$2,662,941
Total contributions received or receivable from employer(s)	2015-08-31	$67,952
Expenses. Administrative service providers (salaries,fees and commissions)	2015-08-31	$35
2014 : ERIC BARSHOP & ASSOCIATES, P.A. PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-08-31	$318,074
Expenses. Total of all expenses incurred	2014-08-31	$0
Total plan assets at end of year	2014-08-31	$2,662,941
Total plan assets at beginning of year	2014-08-31	$2,344,867
Value of fidelity bond covering the plan	2014-08-31	$526,000
Total contributions received or receivable from participants	2014-08-31	$46,000
Assets. Value of loans (other than to participants)	2014-08-31	$288,562
Other income received	2014-08-31	$210,574
Net income (gross income less expenses)	2014-08-31	$318,074
Net plan assets at end of year (total assets less liabilities)	2014-08-31	$2,662,941
Net plan assets at beginning of year (total assets less liabilities)	2014-08-31	$2,344,867
Total contributions received or receivable from employer(s)	2014-08-31	$61,500
2013 : ERIC BARSHOP & ASSOCIATES, P.A. PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-08-31	$237,018
Expenses. Total of all expenses incurred	2013-08-31	$0
Total plan assets at end of year	2013-08-31	$2,344,867
Total plan assets at beginning of year	2013-08-31	$2,107,849
Value of fidelity bond covering the plan	2013-08-31	$526,000
Total contributions received or receivable from participants	2013-08-31	$46,000
Assets. Value of loans (other than to participants)	2013-08-31	$429,119
Other income received	2013-08-31	$129,739
Net income (gross income less expenses)	2013-08-31	$237,018
Net plan assets at end of year (total assets less liabilities)	2013-08-31	$2,344,867
Net plan assets at beginning of year (total assets less liabilities)	2013-08-31	$2,107,849
Total contributions received or receivable from employer(s)	2013-08-31	$61,279
2012 : ERIC BARSHOP & ASSOCIATES, P.A. PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-08-31	$152,217
Expenses. Total of all expenses incurred	2012-08-31	$31
Total plan assets at end of year	2012-08-31	$2,107,849
Total plan assets at beginning of year	2012-08-31	$1,955,663
Value of fidelity bond covering the plan	2012-08-31	$711,000
Total contributions received or receivable from participants	2012-08-31	$45,000
Assets. Value of loans (other than to participants)	2012-08-31	$651,114
Expenses. Other expenses not covered elsewhere	2012-08-31	$31
Other income received	2012-08-31	$41,587
Net income (gross income less expenses)	2012-08-31	$152,186
Net plan assets at end of year (total assets less liabilities)	2012-08-31	$2,107,849
Net plan assets at beginning of year (total assets less liabilities)	2012-08-31	$1,955,663
Total contributions received or receivable from employer(s)	2012-08-31	$65,630
2011 : ERIC BARSHOP & ASSOCIATES, P.A. PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-08-31	$269,644
Expenses. Total of all expenses incurred	2011-08-31	$0
Total plan assets at end of year	2011-08-31	$1,955,663
Total plan assets at beginning of year	2011-08-31	$1,686,019
Value of fidelity bond covering the plan	2011-08-31	$917,000
Total contributions received or receivable from participants	2011-08-31	$44,000
Assets. Value of loans (other than to participants)	2011-08-31	$782,544
Other income received	2011-08-31	$168,729
Net income (gross income less expenses)	2011-08-31	$269,644
Net plan assets at end of year (total assets less liabilities)	2011-08-31	$1,955,663
Net plan assets at beginning of year (total assets less liabilities)	2011-08-31	$1,686,019
Total contributions received or receivable from employer(s)	2011-08-31	$56,915

Form 5500 Responses for ERIC BARSHOP & ASSOCIATES, P.A. PROFIT SHARING PLAN

2023: ERIC BARSHOP & ASSOCIATES, P.A. PROFIT SHARING PLAN 2023 form 5500 responses
2023-09-01	Type of plan entity	Single employer plan
2023-09-01	Submission has been amended	No
2023-09-01	This submission is the final filing	No
2023-09-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2023-09-01	Plan is a collectively bargained plan	No
2023-09-01	Plan funding arrangement – Trust	Yes
2023-09-01	Plan benefit arrangement - Trust	Yes
2022: ERIC BARSHOP & ASSOCIATES, P.A. PROFIT SHARING PLAN 2022 form 5500 responses
2022-09-01	Type of plan entity	Single employer plan
2022-09-01	Submission has been amended	No
2022-09-01	This submission is the final filing	No
2022-09-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-09-01	Plan is a collectively bargained plan	No
2022-09-01	Plan funding arrangement – Trust	Yes
2022-09-01	Plan benefit arrangement - Trust	Yes
2021: ERIC BARSHOP & ASSOCIATES, P.A. PROFIT SHARING PLAN 2021 form 5500 responses
2021-09-01	Type of plan entity	Single employer plan
2021-09-01	Submission has been amended	No
2021-09-01	This submission is the final filing	No
2021-09-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-09-01	Plan is a collectively bargained plan	No
2021-09-01	Plan funding arrangement – Trust	Yes
2021-09-01	Plan benefit arrangement - Trust	Yes
2020: ERIC BARSHOP & ASSOCIATES, P.A. PROFIT SHARING PLAN 2020 form 5500 responses
2020-09-01	Type of plan entity	Single employer plan
2020-09-01	Submission has been amended	No
2020-09-01	This submission is the final filing	No
2020-09-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-09-01	Plan is a collectively bargained plan	No
2020-09-01	Plan funding arrangement – Trust	Yes
2020-09-01	Plan benefit arrangement - Trust	Yes
2019: ERIC BARSHOP & ASSOCIATES, P.A. PROFIT SHARING PLAN 2019 form 5500 responses
2019-09-01	Type of plan entity	Single employer plan
2019-09-01	Submission has been amended	No
2019-09-01	This submission is the final filing	No
2019-09-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-09-01	Plan is a collectively bargained plan	No
2019-09-01	Plan funding arrangement – Trust	Yes
2019-09-01	Plan benefit arrangement - Trust	Yes
2018: ERIC BARSHOP & ASSOCIATES, P.A. PROFIT SHARING PLAN 2018 form 5500 responses
2018-09-01	Type of plan entity	Single employer plan
2018-09-01	Submission has been amended	No
2018-09-01	This submission is the final filing	No
2018-09-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-09-01	Plan is a collectively bargained plan	No
2018-09-01	Plan funding arrangement – Trust	Yes
2018-09-01	Plan benefit arrangement - Trust	Yes
2017: ERIC BARSHOP & ASSOCIATES, P.A. PROFIT SHARING PLAN 2017 form 5500 responses
2017-09-01	Type of plan entity	Single employer plan
2017-09-01	Submission has been amended	No
2017-09-01	This submission is the final filing	No
2017-09-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-09-01	Plan is a collectively bargained plan	No
2017-09-01	Plan funding arrangement – Trust	Yes
2017-09-01	Plan benefit arrangement - Trust	Yes
2016: ERIC BARSHOP & ASSOCIATES, P.A. PROFIT SHARING PLAN 2016 form 5500 responses
2016-09-01	Type of plan entity	Single employer plan
2016-09-01	Submission has been amended	No
2016-09-01	This submission is the final filing	No
2016-09-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-09-01	Plan is a collectively bargained plan	No
2016-09-01	Plan funding arrangement – Trust	Yes
2016-09-01	Plan benefit arrangement - Trust	Yes
2015: ERIC BARSHOP & ASSOCIATES, P.A. PROFIT SHARING PLAN 2015 form 5500 responses
2015-09-01	Type of plan entity	Single employer plan
2015-09-01	Submission has been amended	No
2015-09-01	This submission is the final filing	No
2015-09-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-09-01	Plan is a collectively bargained plan	No
2015-09-01	Plan funding arrangement – Trust	Yes
2015-09-01	Plan benefit arrangement - Trust	Yes
2014: ERIC BARSHOP & ASSOCIATES, P.A. PROFIT SHARING PLAN 2014 form 5500 responses
2014-09-01	Type of plan entity	Single employer plan
2014-09-01	Submission has been amended	No
2014-09-01	This submission is the final filing	No
2014-09-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-09-01	Plan is a collectively bargained plan	No
2014-09-01	Plan funding arrangement – Trust	Yes
2014-09-01	Plan benefit arrangement - Trust	Yes
2013: ERIC BARSHOP & ASSOCIATES, P.A. PROFIT SHARING PLAN 2013 form 5500 responses
2013-09-01	Type of plan entity	Single employer plan
2013-09-01	Submission has been amended	Yes
2013-09-01	This submission is the final filing	No
2013-09-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-09-01	Plan is a collectively bargained plan	No
2013-09-01	Plan funding arrangement – Trust	Yes
2013-09-01	Plan benefit arrangement - Trust	Yes
2012: ERIC BARSHOP & ASSOCIATES, P.A. PROFIT SHARING PLAN 2012 form 5500 responses
2012-09-01	Type of plan entity	Single employer plan
2012-09-01	Submission has been amended	Yes
2012-09-01	This submission is the final filing	No
2012-09-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-09-01	Plan is a collectively bargained plan	No
2012-09-01	Plan funding arrangement – Trust	Yes
2012-09-01	Plan benefit arrangement - Trust	Yes
2011: ERIC BARSHOP & ASSOCIATES, P.A. PROFIT SHARING PLAN 2011 form 5500 responses
2011-09-01	Type of plan entity	Single employer plan
2011-09-01	Submission has been amended	Yes
2011-09-01	This submission is the final filing	No
2011-09-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-09-01	Plan is a collectively bargained plan	No
2011-09-01	Plan funding arrangement – Trust	Yes
2011-09-01	Plan benefit arrangement - Trust	Yes
2010: ERIC BARSHOP & ASSOCIATES, P.A. PROFIT SHARING PLAN 2010 form 5500 responses
2010-09-01	Type of plan entity	Single employer plan
2010-09-01	Submission has been amended	Yes
2010-09-01	This submission is the final filing	No
2010-09-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-09-01	Plan is a collectively bargained plan	No
2010-09-01	Plan funding arrangement – Trust	Yes
2010-09-01	Plan benefit arrangement - Trust	Yes
2009: ERIC BARSHOP & ASSOCIATES, P.A. PROFIT SHARING PLAN 2009 form 5500 responses
2009-09-01	Type of plan entity	Single employer plan
2009-09-01	Submission has been amended	No
2009-09-01	This submission is the final filing	No
2009-09-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-09-01	Plan is a collectively bargained plan	No
2009-09-01	Plan funding arrangement – Trust	Yes
2009-09-01	Plan benefit arrangement - Trust	Yes

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Company Name:	ERIC BARSHOP & ASSOCIATES, P.A.
Employer identification number (EIN):	521872908
NAIC Classification:	541211
NAIC Description:	Offices of Certified Public Accountants