401k Plan data: EDWARDS FALLS & RENEGAR EMPLOYEES PROFIT SHARING P plan

EDWARDS FALLS & RENEGAR EMPLOYEES PROFIT SHARING P 401k Plan overview

Plan Name	EDWARDS FALLS & RENEGAR EMPLOYEES PROFIT SHARING P
Plan identification number	001

EDWARDS FALLS & RENEGAR EMPLOYEES PROFIT SHARING P Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Money purchase (other than target benefit)
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.
Participant-directed brokerage accounts provided as an investment option under the plan.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Plan covering Self-Employed individuals.
Plan not intended to be qualified - A plan not intended to be qualified under Code sections 401, 403, or 408.
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

EDWARDS FALLS & RENEGAR, PLLC has sponsored the creation of one or more 401k plans.

Company Name: EDWARDS FALLS & RENEGAR, PLLC

Employer identification number (EIN): 561534005

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EDWARDS FALLS & RENEGAR EMPLOYEES PROFIT SHARING P

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 TERRY N. RENEGAR
001 2021-01-01 TERRY N. RENEGAR 2022-10-17
001 2020-01-01 TERRY N RENEGAR 2021-07-28 TERRY N RENEGAR 2021-07-28
001 2019-01-01 TERRY N RENEGAR 2020-07-30 TERRY N RENEGAR 2020-07-30
001 2018-01-01 TERRY N RENEGAR 2019-10-14
001 2017-01-01
001 2016-01-01
001 2015-01-01
001 2014-01-01
001 2013-01-01
001 2012-01-01 TERRY N RENEGAR
001 2011-01-01 TERRY N RENEGAR
001 2010-01-01 TERRY N RENEGAR
001 2009-01-01 TERRY N RENEGAR

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01	TERRY N. RENEGAR
001	2021-01-01	TERRY N. RENEGAR	2022-10-17
001	2020-01-01	TERRY N RENEGAR	2021-07-28	TERRY N RENEGAR	2021-07-28
001	2019-01-01	TERRY N RENEGAR	2020-07-30	TERRY N RENEGAR	2020-07-30
001	2018-01-01	TERRY N RENEGAR	2019-10-14
001	2017-01-01
001	2016-01-01
001	2015-01-01
001	2014-01-01
001	2013-01-01
001	2012-01-01	TERRY N RENEGAR
001	2011-01-01	TERRY N RENEGAR
001	2010-01-01	TERRY N RENEGAR
001	2009-01-01	TERRY N RENEGAR

Plan Statistics for EDWARDS FALLS & RENEGAR EMPLOYEES PROFIT SHARING P

401k plan membership statisitcs for EDWARDS FALLS & RENEGAR EMPLOYEES PROFIT SHARING P

Measure Date Value
2022: EDWARDS FALLS & RENEGAR EMPLOYEES PROFIT SHARING P 2022 401k membership
Total participants, beginning-of-year 2022-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 9
Number of retired or separated participants receiving benefits 2022-01-01 1
Total of all active and inactive participants 2022-01-01 10
Total participants 2022-01-01 10
Number of participants with account balances 2022-01-01 9
2021: EDWARDS FALLS & RENEGAR EMPLOYEES PROFIT SHARING P 2021 401k membership
Total participants, beginning-of-year 2021-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 10
Total of all active and inactive participants 2021-01-01 10
Total participants 2021-01-01 10
Number of participants with account balances 2021-01-01 10
2020: EDWARDS FALLS & RENEGAR EMPLOYEES PROFIT SHARING P 2020 401k membership
Total participants, beginning-of-year 2020-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 10
Total of all active and inactive participants 2020-01-01 10
Total participants 2020-01-01 10
Number of participants with account balances 2020-01-01 10
2019: EDWARDS FALLS & RENEGAR EMPLOYEES PROFIT SHARING P 2019 401k membership
Total participants, beginning-of-year 2019-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 10
Total of all active and inactive participants 2019-01-01 10
Total participants 2019-01-01 10
Number of participants with account balances 2019-01-01 10
2018: EDWARDS FALLS & RENEGAR EMPLOYEES PROFIT SHARING P 2018 401k membership
Total participants, beginning-of-year 2018-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 10
Total of all active and inactive participants 2018-01-01 10
Total participants 2018-01-01 10
Number of participants with account balances 2018-01-01 10
2017: EDWARDS FALLS & RENEGAR EMPLOYEES PROFIT SHARING P 2017 401k membership
Total participants, beginning-of-year 2017-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 10
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 0
Total of all active and inactive participants 2017-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 10
Number of participants with account balances 2017-01-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: EDWARDS FALLS & RENEGAR EMPLOYEES PROFIT SHARING P 2016 401k membership
Total participants, beginning-of-year 2016-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 11
Total of all active and inactive participants 2016-01-01 11
Total participants 2016-01-01 11
Number of participants with account balances 2016-01-01 11
2015: EDWARDS FALLS & RENEGAR EMPLOYEES PROFIT SHARING P 2015 401k membership
Total participants, beginning-of-year 2015-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 10
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 10
Number of participants with account balances 2015-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: EDWARDS FALLS & RENEGAR EMPLOYEES PROFIT SHARING P 2014 401k membership
Total participants, beginning-of-year 2014-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 10
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 10
Number of participants with account balances 2014-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: EDWARDS FALLS & RENEGAR EMPLOYEES PROFIT SHARING P 2013 401k membership
Total participants, beginning-of-year 2013-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 7
Number of retired or separated participants receiving benefits 2013-01-01 3
Number of other retired or separated participants entitled to future benefits 2013-01-01 0
Total of all active and inactive participants 2013-01-01 10
Total participants 2013-01-01 10
Number of participants with account balances 2013-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: EDWARDS FALLS & RENEGAR EMPLOYEES PROFIT SHARING P 2012 401k membership
Total participants, beginning-of-year 2012-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 7
Total of all active and inactive participants 2012-01-01 7
Total participants 2012-01-01 7
Number of participants with account balances 2012-01-01 7
2011: EDWARDS FALLS & RENEGAR EMPLOYEES PROFIT SHARING P 2011 401k membership
Total participants, beginning-of-year 2011-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 8
Total of all active and inactive participants 2011-01-01 8
Total participants 2011-01-01 8
Number of participants with account balances 2011-01-01 8
2010: EDWARDS FALLS & RENEGAR EMPLOYEES PROFIT SHARING P 2010 401k membership
Total participants, beginning-of-year 2010-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 11
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 0
Total of all active and inactive participants 2010-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 11
Number of participants with account balances 2010-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: EDWARDS FALLS & RENEGAR EMPLOYEES PROFIT SHARING P 2009 401k membership
Total participants, beginning-of-year 2009-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 11
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 0
Total of all active and inactive participants 2009-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 11
Number of participants with account balances 2009-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2022: EDWARDS FALLS & RENEGAR EMPLOYEES PROFIT SHARING P 2022 401k membership
Total participants, beginning-of-year	2022-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	9
Number of retired or separated participants receiving benefits	2022-01-01	1
Total of all active and inactive participants	2022-01-01	10
Total participants	2022-01-01	10
Number of participants with account balances	2022-01-01	9
2021: EDWARDS FALLS & RENEGAR EMPLOYEES PROFIT SHARING P 2021 401k membership
Total participants, beginning-of-year	2021-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	10
Total of all active and inactive participants	2021-01-01	10
Total participants	2021-01-01	10
Number of participants with account balances	2021-01-01	10
2020: EDWARDS FALLS & RENEGAR EMPLOYEES PROFIT SHARING P 2020 401k membership
Total participants, beginning-of-year	2020-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	10
Total of all active and inactive participants	2020-01-01	10
Total participants	2020-01-01	10
Number of participants with account balances	2020-01-01	10
2019: EDWARDS FALLS & RENEGAR EMPLOYEES PROFIT SHARING P 2019 401k membership
Total participants, beginning-of-year	2019-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	10
Total of all active and inactive participants	2019-01-01	10
Total participants	2019-01-01	10
Number of participants with account balances	2019-01-01	10
2018: EDWARDS FALLS & RENEGAR EMPLOYEES PROFIT SHARING P 2018 401k membership
Total participants, beginning-of-year	2018-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	10
Total of all active and inactive participants	2018-01-01	10
Total participants	2018-01-01	10
Number of participants with account balances	2018-01-01	10
2017: EDWARDS FALLS & RENEGAR EMPLOYEES PROFIT SHARING P 2017 401k membership
Total participants, beginning-of-year	2017-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	10
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	0
Total of all active and inactive participants	2017-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	10
Number of participants with account balances	2017-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: EDWARDS FALLS & RENEGAR EMPLOYEES PROFIT SHARING P 2016 401k membership
Total participants, beginning-of-year	2016-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	11
Total of all active and inactive participants	2016-01-01	11
Total participants	2016-01-01	11
Number of participants with account balances	2016-01-01	11
2015: EDWARDS FALLS & RENEGAR EMPLOYEES PROFIT SHARING P 2015 401k membership
Total participants, beginning-of-year	2015-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	10
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	10
Number of participants with account balances	2015-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: EDWARDS FALLS & RENEGAR EMPLOYEES PROFIT SHARING P 2014 401k membership
Total participants, beginning-of-year	2014-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	10
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	10
Number of participants with account balances	2014-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: EDWARDS FALLS & RENEGAR EMPLOYEES PROFIT SHARING P 2013 401k membership
Total participants, beginning-of-year	2013-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	7
Number of retired or separated participants receiving benefits	2013-01-01	3
Number of other retired or separated participants entitled to future benefits	2013-01-01	0
Total of all active and inactive participants	2013-01-01	10
Total participants	2013-01-01	10
Number of participants with account balances	2013-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: EDWARDS FALLS & RENEGAR EMPLOYEES PROFIT SHARING P 2012 401k membership
Total participants, beginning-of-year	2012-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	7
Total of all active and inactive participants	2012-01-01	7
Total participants	2012-01-01	7
Number of participants with account balances	2012-01-01	7
2011: EDWARDS FALLS & RENEGAR EMPLOYEES PROFIT SHARING P 2011 401k membership
Total participants, beginning-of-year	2011-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	8
Total of all active and inactive participants	2011-01-01	8
Total participants	2011-01-01	8
Number of participants with account balances	2011-01-01	8
2010: EDWARDS FALLS & RENEGAR EMPLOYEES PROFIT SHARING P 2010 401k membership
Total participants, beginning-of-year	2010-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	11
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	0
Total of all active and inactive participants	2010-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	11
Number of participants with account balances	2010-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: EDWARDS FALLS & RENEGAR EMPLOYEES PROFIT SHARING P 2009 401k membership
Total participants, beginning-of-year	2009-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	11
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	0
Total of all active and inactive participants	2009-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	11
Number of participants with account balances	2009-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on EDWARDS FALLS & RENEGAR EMPLOYEES PROFIT SHARING P

Measure	Date	Value
2022 : EDWARDS FALLS & RENEGAR EMPLOYEES PROFIT SHARING P 2022 401k financial data
Transfers to/from the plan	2022-12-31	$-1,249,612
Total income from all sources	2022-12-31	$-385,328
Total plan assets at end of year	2022-12-31	$2,021,162
Total plan assets at beginning of year	2022-12-31	$3,656,102
Total contributions received or receivable from participants	2022-12-31	$110,338
Other income received	2022-12-31	$-509,082
Net income (gross income less expenses)	2022-12-31	$-385,328
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$2,021,162
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$3,656,102
Total contributions received or receivable from employer(s)	2022-12-31	$13,416
2021 : EDWARDS FALLS & RENEGAR EMPLOYEES PROFIT SHARING P 2021 401k financial data
Total income from all sources	2021-12-31	$364,407
Total plan assets at end of year	2021-12-31	$3,656,102
Total plan assets at beginning of year	2021-12-31	$3,291,695
Total contributions received or receivable from participants	2021-12-31	$116,540
Other income received	2021-12-31	$235,489
Net income (gross income less expenses)	2021-12-31	$364,407
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$3,656,102
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$3,291,695
Total contributions received or receivable from employer(s)	2021-12-31	$12,378
2020 : EDWARDS FALLS & RENEGAR EMPLOYEES PROFIT SHARING P 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2020-12-31	$450,497
Total unrealized appreciation/depreciation of assets	2020-12-31	$450,497
Total income from all sources (including contributions)	2020-12-31	$572,853
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$122,356
Value of total assets at end of year	2020-12-31	$3,291,695
Value of total assets at beginning of year	2020-12-31	$2,718,842
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$210,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$109,608
Total non interest bearing cash at end of year	2020-12-31	$3,291,695
Total non interest bearing cash at beginning of year	2020-12-31	$2,718,842
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$572,853
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$3,291,695
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$2,718,842
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$12,748
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2020-12-31	No
Did the plan have assets held for investment	2020-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
2019 : EDWARDS FALLS & RENEGAR EMPLOYEES PROFIT SHARING P 2019 401k financial data
Transfers to/from the plan	2019-12-31	$-50,600
Total income from all sources	2019-12-31	$706,612
Expenses. Total of all expenses incurred	2019-12-31	$6,500
Benefits paid (including direct rollovers)	2019-12-31	$6,500
Total plan assets at end of year	2019-12-31	$2,718,842
Total plan assets at beginning of year	2019-12-31	$2,069,330
Value of fidelity bond covering the plan	2019-12-31	$210,000
Total contributions received or receivable from participants	2019-12-31	$100,304
Other income received	2019-12-31	$594,783
Net income (gross income less expenses)	2019-12-31	$700,112
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$2,718,842
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$2,069,330
Total contributions received or receivable from employer(s)	2019-12-31	$11,525
2018 : EDWARDS FALLS & RENEGAR EMPLOYEES PROFIT SHARING P 2018 401k financial data
Transfers to/from the plan	2018-12-31	$-24,600
Total income from all sources	2018-12-31	$-201,895
Total plan assets at end of year	2018-12-31	$2,069,330
Total plan assets at beginning of year	2018-12-31	$2,295,825
Value of fidelity bond covering the plan	2018-12-31	$210,000
Total contributions received or receivable from participants	2018-12-31	$81,202
Other income received	2018-12-31	$-293,334
Net income (gross income less expenses)	2018-12-31	$-201,895
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$2,069,330
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$2,295,825
Total contributions received or receivable from employer(s)	2018-12-31	$10,237
2017 : EDWARDS FALLS & RENEGAR EMPLOYEES PROFIT SHARING P 2017 401k financial data
Total income from all sources	2017-12-31	$428,948
Total plan assets at end of year	2017-12-31	$2,295,825
Total plan assets at beginning of year	2017-12-31	$1,866,877
Value of fidelity bond covering the plan	2017-12-31	$210,000
Total contributions received or receivable from participants	2017-12-31	$90,066
Other income received	2017-12-31	$331,268
Net income (gross income less expenses)	2017-12-31	$428,948
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$2,295,825
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$1,866,877
Total contributions received or receivable from employer(s)	2017-12-31	$7,614
2016 : EDWARDS FALLS & RENEGAR EMPLOYEES PROFIT SHARING P 2016 401k financial data
Total income from all sources	2016-12-31	$275,501
Total plan assets at end of year	2016-12-31	$1,866,877
Total plan assets at beginning of year	2016-12-31	$1,591,376
Value of fidelity bond covering the plan	2016-12-31	$192,000
Total contributions received or receivable from participants	2016-12-31	$82,294
Other income received	2016-12-31	$182,561
Net income (gross income less expenses)	2016-12-31	$275,501
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$1,866,877
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$1,591,376
Total contributions received or receivable from employer(s)	2016-12-31	$10,646
2015 : EDWARDS FALLS & RENEGAR EMPLOYEES PROFIT SHARING P 2015 401k financial data
Total income from all sources	2015-12-31	$-19,491
Expenses. Total of all expenses incurred	2015-12-31	$6,885
Benefits paid (including direct rollovers)	2015-12-31	$6,885
Total plan assets at end of year	2015-12-31	$1,591,376
Total plan assets at beginning of year	2015-12-31	$1,617,752
Value of fidelity bond covering the plan	2015-12-31	$192,000
Total contributions received or receivable from participants	2015-12-31	$71,434
Other income received	2015-12-31	$-100,465
Net income (gross income less expenses)	2015-12-31	$-26,376
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$1,591,376
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$1,617,752
Total contributions received or receivable from employer(s)	2015-12-31	$9,540
2014 : EDWARDS FALLS & RENEGAR EMPLOYEES PROFIT SHARING P 2014 401k financial data
Total income from all sources	2014-12-31	$218,321
Expenses. Total of all expenses incurred	2014-12-31	$5,000
Benefits paid (including direct rollovers)	2014-12-31	$5,000
Total plan assets at end of year	2014-12-31	$1,617,752
Total plan assets at beginning of year	2014-12-31	$1,404,431
Total contributions received or receivable from participants	2014-12-31	$69,425
Other income received	2014-12-31	$139,819
Net income (gross income less expenses)	2014-12-31	$213,321
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,617,752
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,404,431
Total contributions received or receivable from employer(s)	2014-12-31	$9,077
2013 : EDWARDS FALLS & RENEGAR EMPLOYEES PROFIT SHARING P 2013 401k financial data
Total income from all sources	2013-12-31	$90,972
Expenses. Total of all expenses incurred	2013-12-31	$12,500
Benefits paid (including direct rollovers)	2013-12-31	$12,500
Total plan assets at end of year	2013-12-31	$1,404,431
Total plan assets at beginning of year	2013-12-31	$1,325,959
Total contributions received or receivable from participants	2013-12-31	$84,085
Net income (gross income less expenses)	2013-12-31	$78,472
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,404,431
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,325,959
Total contributions received or receivable from employer(s)	2013-12-31	$6,887
2012 : EDWARDS FALLS & RENEGAR EMPLOYEES PROFIT SHARING P 2012 401k financial data
Total income from all sources	2012-12-31	$91,642
Expenses. Total of all expenses incurred	2012-12-31	$5,000
Benefits paid (including direct rollovers)	2012-12-31	$5,000
Total plan assets at end of year	2012-12-31	$1,325,959
Total plan assets at beginning of year	2012-12-31	$1,239,317
Total contributions received or receivable from participants	2012-12-31	$82,795
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Net income (gross income less expenses)	2012-12-31	$86,642
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,325,959
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,239,317
Total contributions received or receivable from employer(s)	2012-12-31	$8,847
2011 : EDWARDS FALLS & RENEGAR EMPLOYEES PROFIT SHARING P 2011 401k financial data
Total income from all sources	2011-12-31	$91,495
Expenses. Total of all expenses incurred	2011-12-31	$27,000
Benefits paid (including direct rollovers)	2011-12-31	$27,000
Total plan assets at end of year	2011-12-31	$1,239,317
Total plan assets at beginning of year	2011-12-31	$1,174,822
Total contributions received or receivable from participants	2011-12-31	$82,537
Net income (gross income less expenses)	2011-12-31	$64,495
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,239,317
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,174,822
Total contributions received or receivable from employer(s)	2011-12-31	$8,958
2010 : EDWARDS FALLS & RENEGAR EMPLOYEES PROFIT SHARING P 2010 401k financial data
Total income from all sources	2010-12-31	$90,681
Total plan assets at end of year	2010-12-31	$1,174,822
Total plan assets at beginning of year	2010-12-31	$1,084,141
Total contributions received or receivable from participants	2010-12-31	$81,243
Net income (gross income less expenses)	2010-12-31	$90,681
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,174,822
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,084,141
Total contributions received or receivable from employer(s)	2010-12-31	$9,438

Form 5500 Responses for EDWARDS FALLS & RENEGAR EMPLOYEES PROFIT SHARING P

2022: EDWARDS FALLS & RENEGAR EMPLOYEES PROFIT SHARING P 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: EDWARDS FALLS & RENEGAR EMPLOYEES PROFIT SHARING P 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: EDWARDS FALLS & RENEGAR EMPLOYEES PROFIT SHARING P 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: EDWARDS FALLS & RENEGAR EMPLOYEES PROFIT SHARING P 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: EDWARDS FALLS & RENEGAR EMPLOYEES PROFIT SHARING P 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: EDWARDS FALLS & RENEGAR EMPLOYEES PROFIT SHARING P 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: EDWARDS FALLS & RENEGAR EMPLOYEES PROFIT SHARING P 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: EDWARDS FALLS & RENEGAR EMPLOYEES PROFIT SHARING P 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: EDWARDS FALLS & RENEGAR EMPLOYEES PROFIT SHARING P 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: EDWARDS FALLS & RENEGAR EMPLOYEES PROFIT SHARING P 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: EDWARDS FALLS & RENEGAR EMPLOYEES PROFIT SHARING P 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: EDWARDS FALLS & RENEGAR EMPLOYEES PROFIT SHARING P 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: EDWARDS FALLS & RENEGAR EMPLOYEES PROFIT SHARING P 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: EDWARDS FALLS & RENEGAR EMPLOYEES PROFIT SHARING P 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	This submission is the final filing	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	EDWARDS FALLS & RENEGAR, PLLC
Employer identification number (EIN):	561534005
NAIC Classification:	541211
NAIC Description:	Offices of Certified Public Accountants