401k Plan data: HUGH E. BAILEY & ASSOCIATES PLLC 401K PROFIT SHARING PLAN plan

HUGH E. BAILEY & ASSOCIATES PLLC 401K PROFIT SHARING PLAN 401k Plan overview

Plan Name	HUGH E. BAILEY & ASSOCIATES PLLC 401K PROFIT SHARING PLAN
Plan identification number	002

HUGH E. BAILEY & ASSOCIATES PLLC 401K PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
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.
Plan covering Self-Employed individuals.
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

HUGH E BAILEY & ASSOCIATES, PLLC has sponsored the creation of one or more 401k plans.

Company Name: HUGH E BAILEY & ASSOCIATES, PLLC

Employer identification number (EIN): 753068454

NAIC Classification: 541213
NAIC Description: Tax Preparation Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HUGH E. BAILEY & ASSOCIATES PLLC 401K PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2021-01-01 STEWART LEFTWICH 2022-10-16 STEWART LEFTWICH 2022-10-16
002 2020-01-01 STEWART LEFTWICH STEWART LEFTWICH
002 2019-01-01 STEWART LEFTWICH 2020-10-15 STEWART LEFTWICH 2020-10-15
002 2018-01-01 STEWART LEFTWICH 2019-10-15 STEWART LEFTWICH 2019-10-15
002 2017-01-01
002 2016-01-01
002 2015-01-01
002 2014-01-01
002 2013-01-01 STEWART D. LEFTWICH STEWART D. LEFTWICH 2014-10-14
002 2012-01-01 STEWART D. LEFTWICH
002 2011-01-01 STEWART D. LEFTWICH
002 2010-01-01 STEWART D. LEFTWICH
002 2009-01-01 STEWART D. LEFTWICH
002 2009-01-01 STEWART D. LEFTWICH

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2021-01-01	STEWART LEFTWICH	2022-10-16	STEWART LEFTWICH	2022-10-16
002	2020-01-01	STEWART LEFTWICH		STEWART LEFTWICH
002	2019-01-01	STEWART LEFTWICH	2020-10-15	STEWART LEFTWICH	2020-10-15
002	2018-01-01	STEWART LEFTWICH	2019-10-15	STEWART LEFTWICH	2019-10-15
002	2017-01-01
002	2016-01-01
002	2015-01-01
002	2014-01-01
002	2013-01-01	STEWART D. LEFTWICH		STEWART D. LEFTWICH	2014-10-14
002	2012-01-01	STEWART D. LEFTWICH
002	2011-01-01	STEWART D. LEFTWICH
002	2010-01-01	STEWART D. LEFTWICH
002	2009-01-01	STEWART D. LEFTWICH
002	2009-01-01	STEWART D. LEFTWICH

Plan Statistics for HUGH E. BAILEY & ASSOCIATES PLLC 401K PROFIT SHARING PLAN

401k plan membership statisitcs for HUGH E. BAILEY & ASSOCIATES PLLC 401K PROFIT SHARING PLAN

Measure Date Value
2021: HUGH E. BAILEY & ASSOCIATES PLLC 401K PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 0
Number of retired or separated participants receiving benefits 2021-01-01 0
Total of all active and inactive participants 2021-01-01 0
Total participants 2021-01-01 0
Number of participants with account balances 2021-01-01 0
2020: HUGH E. BAILEY & ASSOCIATES PLLC 401K PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 5
Number of retired or separated participants receiving benefits 2020-01-01 1
Total of all active and inactive participants 2020-01-01 6
Total participants 2020-01-01 6
Number of participants with account balances 2020-01-01 6
2019: HUGH E. BAILEY & ASSOCIATES PLLC 401K PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 7
Total of all active and inactive participants 2019-01-01 7
Total participants 2019-01-01 7
Number of participants with account balances 2019-01-01 7
2018: HUGH E. BAILEY & ASSOCIATES PLLC 401K PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 7
Total of all active and inactive participants 2018-01-01 7
Total participants 2018-01-01 7
Number of participants with account balances 2018-01-01 6
2017: HUGH E. BAILEY & ASSOCIATES PLLC 401K PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 17
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 8
Total of all active and inactive participants 2017-01-01 8
Total participants 2017-01-01 8
Number of participants with account balances 2017-01-01 8
2016: HUGH E. BAILEY & ASSOCIATES PLLC 401K PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 17
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 14
Number of other retired or separated participants entitled to future benefits 2016-01-01 3
Total of all active and inactive participants 2016-01-01 17
Total participants 2016-01-01 17
Number of participants with account balances 2016-01-01 17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 1
2015: HUGH E. BAILEY & ASSOCIATES PLLC 401K PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 18
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 14
Number of other retired or separated participants entitled to future benefits 2015-01-01 3
Total of all active and inactive participants 2015-01-01 17
Total participants 2015-01-01 17
Number of participants with account balances 2015-01-01 17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 1
2014: HUGH E. BAILEY & ASSOCIATES PLLC 401K PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 17
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 14
Number of other retired or separated participants entitled to future benefits 2014-01-01 4
Total of all active and inactive participants 2014-01-01 18
Total participants 2014-01-01 18
Number of participants with account balances 2014-01-01 18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 1
2013: HUGH E. BAILEY & ASSOCIATES PLLC 401K PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 17
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 13
Number of other retired or separated participants entitled to future benefits 2013-01-01 4
Total of all active and inactive participants 2013-01-01 17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 17
Number of participants with account balances 2013-01-01 17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 1
2012: HUGH E. BAILEY & ASSOCIATES PLLC 401K PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 18
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 14
Number of other retired or separated participants entitled to future benefits 2012-01-01 3
Total of all active and inactive participants 2012-01-01 17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 17
Number of participants with account balances 2012-01-01 17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: HUGH E. BAILEY & ASSOCIATES PLLC 401K PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 17
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 14
Number of retired or separated participants receiving benefits 2011-01-01 4
Total of all active and inactive participants 2011-01-01 18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 18
Number of participants with account balances 2011-01-01 18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: HUGH E. BAILEY & ASSOCIATES PLLC 401K PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 17
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 12
Number of other retired or separated participants entitled to future benefits 2010-01-01 5
Total of all active and inactive participants 2010-01-01 17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 17
Number of participants with account balances 2010-01-01 17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: HUGH E. BAILEY & ASSOCIATES PLLC 401K PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 18
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 13
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 4
Total of all active and inactive participants 2009-01-01 17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 17
Number of participants with account balances 2009-01-01 17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2021: HUGH E. BAILEY & ASSOCIATES PLLC 401K PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	0
Number of retired or separated participants receiving benefits	2021-01-01	0
Total of all active and inactive participants	2021-01-01	0
Total participants	2021-01-01	0
Number of participants with account balances	2021-01-01	0
2020: HUGH E. BAILEY & ASSOCIATES PLLC 401K PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	5
Number of retired or separated participants receiving benefits	2020-01-01	1
Total of all active and inactive participants	2020-01-01	6
Total participants	2020-01-01	6
Number of participants with account balances	2020-01-01	6
2019: HUGH E. BAILEY & ASSOCIATES PLLC 401K PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	7
Total of all active and inactive participants	2019-01-01	7
Total participants	2019-01-01	7
Number of participants with account balances	2019-01-01	7
2018: HUGH E. BAILEY & ASSOCIATES PLLC 401K PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	7
Total of all active and inactive participants	2018-01-01	7
Total participants	2018-01-01	7
Number of participants with account balances	2018-01-01	6
2017: HUGH E. BAILEY & ASSOCIATES PLLC 401K PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	17
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	8
Total of all active and inactive participants	2017-01-01	8
Total participants	2017-01-01	8
Number of participants with account balances	2017-01-01	8
2016: HUGH E. BAILEY & ASSOCIATES PLLC 401K PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	17
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	14
Number of other retired or separated participants entitled to future benefits	2016-01-01	3
Total of all active and inactive participants	2016-01-01	17
Total participants	2016-01-01	17
Number of participants with account balances	2016-01-01	17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	1
2015: HUGH E. BAILEY & ASSOCIATES PLLC 401K PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	18
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	14
Number of other retired or separated participants entitled to future benefits	2015-01-01	3
Total of all active and inactive participants	2015-01-01	17
Total participants	2015-01-01	17
Number of participants with account balances	2015-01-01	17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	1
2014: HUGH E. BAILEY & ASSOCIATES PLLC 401K PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	17
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	14
Number of other retired or separated participants entitled to future benefits	2014-01-01	4
Total of all active and inactive participants	2014-01-01	18
Total participants	2014-01-01	18
Number of participants with account balances	2014-01-01	18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	1
2013: HUGH E. BAILEY & ASSOCIATES PLLC 401K PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	17
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	13
Number of other retired or separated participants entitled to future benefits	2013-01-01	4
Total of all active and inactive participants	2013-01-01	17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	17
Number of participants with account balances	2013-01-01	17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	1
2012: HUGH E. BAILEY & ASSOCIATES PLLC 401K PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	18
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	14
Number of other retired or separated participants entitled to future benefits	2012-01-01	3
Total of all active and inactive participants	2012-01-01	17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	17
Number of participants with account balances	2012-01-01	17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: HUGH E. BAILEY & ASSOCIATES PLLC 401K PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	17
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	14
Number of retired or separated participants receiving benefits	2011-01-01	4
Total of all active and inactive participants	2011-01-01	18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	18
Number of participants with account balances	2011-01-01	18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: HUGH E. BAILEY & ASSOCIATES PLLC 401K PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	17
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	12
Number of other retired or separated participants entitled to future benefits	2010-01-01	5
Total of all active and inactive participants	2010-01-01	17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	17
Number of participants with account balances	2010-01-01	17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: HUGH E. BAILEY & ASSOCIATES PLLC 401K PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	18
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	13
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	4
Total of all active and inactive participants	2009-01-01	17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	17
Number of participants with account balances	2009-01-01	17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on HUGH E. BAILEY & ASSOCIATES PLLC 401K PROFIT SHARING PLAN

Measure	Date	Value
2021 : HUGH E. BAILEY & ASSOCIATES PLLC 401K PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$411,528
Expenses. Total of all expenses incurred	2021-12-31	$3,655,192
Benefits paid (including direct rollovers)	2021-12-31	$3,655,192
Total plan assets at end of year	2021-12-31	$0
Total plan assets at beginning of year	2021-12-31	$3,243,664
Value of fidelity bond covering the plan	2021-12-31	$1,500,000
Other income received	2021-12-31	$411,528
Net income (gross income less expenses)	2021-12-31	$-3,243,664
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$3,243,664
2020 : HUGH E. BAILEY & ASSOCIATES PLLC 401K PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$358,322
Expenses. Total of all expenses incurred	2020-12-31	$897
Benefits paid (including direct rollovers)	2020-12-31	$897
Total plan assets at end of year	2020-12-31	$3,243,664
Total plan assets at beginning of year	2020-12-31	$2,886,239
Value of fidelity bond covering the plan	2020-12-31	$1,500,000
Total contributions received or receivable from participants	2020-12-31	$32,760
Expenses. Other expenses not covered elsewhere	2020-12-31	$0
Other income received	2020-12-31	$286,396
Net income (gross income less expenses)	2020-12-31	$357,425
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$3,243,664
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$2,886,239
Assets. Value of real-estate (other than employer real property)	2020-12-31	$500,000
Total contributions received or receivable from employer(s)	2020-12-31	$39,166
2019 : HUGH E. BAILEY & ASSOCIATES PLLC 401K PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$445,492
Expenses. Total of all expenses incurred	2019-12-31	$7,256
Benefits paid (including direct rollovers)	2019-12-31	$7,256
Total plan assets at end of year	2019-12-31	$2,886,239
Total plan assets at beginning of year	2019-12-31	$2,448,003
Value of fidelity bond covering the plan	2019-12-31	$1,500,000
Total contributions received or receivable from participants	2019-12-31	$26,540
Expenses. Other expenses not covered elsewhere	2019-12-31	$0
Other income received	2019-12-31	$377,208
Net income (gross income less expenses)	2019-12-31	$438,236
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$2,886,239
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$2,448,003
Assets. Value of real-estate (other than employer real property)	2019-12-31	$500,000
Total contributions received or receivable from employer(s)	2019-12-31	$41,744
2018 : HUGH E. BAILEY & ASSOCIATES PLLC 401K PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$35,211
Expenses. Total of all expenses incurred	2018-12-31	$815,343
Benefits paid (including direct rollovers)	2018-12-31	$815,343
Total plan assets at end of year	2018-12-31	$2,448,003
Total plan assets at beginning of year	2018-12-31	$3,228,135
Value of fidelity bond covering the plan	2018-12-31	$1,500,000
Total contributions received or receivable from participants	2018-12-31	$17,680
Expenses. Other expenses not covered elsewhere	2018-12-31	$0
Other income received	2018-12-31	$-25,581
Net income (gross income less expenses)	2018-12-31	$-780,132
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$2,448,003
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$3,228,135
Assets. Value of real-estate (other than employer real property)	2018-12-31	$500,000
Total contributions received or receivable from employer(s)	2018-12-31	$43,112
2017 : HUGH E. BAILEY & ASSOCIATES PLLC 401K PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$1,068,217
Expenses. Total of all expenses incurred	2017-12-31	$4,154,353
Benefits paid (including direct rollovers)	2017-12-31	$4,153,076
Total plan assets at end of year	2017-12-31	$3,228,135
Total plan assets at beginning of year	2017-12-31	$6,314,271
Value of fidelity bond covering the plan	2017-12-31	$1,500,000
Total contributions received or receivable from participants	2017-12-31	$82,362
Expenses. Other expenses not covered elsewhere	2017-12-31	$1,277
Other income received	2017-12-31	$899,194
Net income (gross income less expenses)	2017-12-31	$-3,086,136
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$3,228,135
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$6,314,271
Assets. Value of real-estate (other than employer real property)	2017-12-31	$500,000
Total contributions received or receivable from employer(s)	2017-12-31	$86,661
2016 : HUGH E. BAILEY & ASSOCIATES PLLC 401K PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$962,556
Expenses. Total of all expenses incurred	2016-12-31	$1,095,601
Benefits paid (including direct rollovers)	2016-12-31	$1,095,601
Total plan assets at end of year	2016-12-31	$6,314,271
Total plan assets at beginning of year	2016-12-31	$6,447,316
Value of fidelity bond covering the plan	2016-12-31	$1,500,000
Total contributions received or receivable from participants	2016-12-31	$60,987
Assets. Value of loans (other than to participants)	2016-12-31	$0
Contributions received from other sources (not participants or employers)	2016-12-31	$252,751
Other income received	2016-12-31	$559,831
Net income (gross income less expenses)	2016-12-31	$-133,045
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$6,314,271
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$6,447,316
Assets. Value of real-estate (other than employer real property)	2016-12-31	$795,000
Total contributions received or receivable from employer(s)	2016-12-31	$88,987
2015 : HUGH E. BAILEY & ASSOCIATES PLLC 401K PROFIT SHARING PLAN 2015 401k financial data
Total plan liabilities at beginning of year	2015-12-31	$321
Total income from all sources	2015-12-31	$392,384
Expenses. Total of all expenses incurred	2015-12-31	$2,066,922
Benefits paid (including direct rollovers)	2015-12-31	$2,066,922
Total plan assets at end of year	2015-12-31	$6,447,316
Total plan assets at beginning of year	2015-12-31	$8,122,175
Value of fidelity bond covering the plan	2015-12-31	$1,500,000
Total contributions received or receivable from participants	2015-12-31	$238,791
Assets. Value of loans (other than to participants)	2015-12-31	$633,500
Other income received	2015-12-31	$66,714
Net income (gross income less expenses)	2015-12-31	$-1,674,538
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$6,447,316
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$8,121,854
Assets. Value of real-estate (other than employer real property)	2015-12-31	$700,000
Total contributions received or receivable from employer(s)	2015-12-31	$86,879
2014 : HUGH E. BAILEY & ASSOCIATES PLLC 401K PROFIT SHARING PLAN 2014 401k financial data
Total plan liabilities at end of year	2014-12-31	$321
Total income from all sources	2014-12-31	$743,207
Expenses. Total of all expenses incurred	2014-12-31	$416,901
Benefits paid (including direct rollovers)	2014-12-31	$416,901
Total plan assets at end of year	2014-12-31	$8,122,175
Total plan assets at beginning of year	2014-12-31	$7,795,548
Value of fidelity bond covering the plan	2014-12-31	$1,500,000
Total contributions received or receivable from participants	2014-12-31	$93,674
Assets. Value of loans (other than to participants)	2014-12-31	$648,463
Other income received	2014-12-31	$562,736
Net income (gross income less expenses)	2014-12-31	$326,306
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$8,121,854
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$7,795,548
Assets. Value of real-estate (other than employer real property)	2014-12-31	$700,000
Total contributions received or receivable from employer(s)	2014-12-31	$86,797
2013 : HUGH E. BAILEY & ASSOCIATES PLLC 401K PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$1,305,772
Expenses. Total of all expenses incurred	2013-12-31	$84,972
Benefits paid (including direct rollovers)	2013-12-31	$83,949
Total plan assets at end of year	2013-12-31	$7,795,548
Total plan assets at beginning of year	2013-12-31	$6,574,748
Value of fidelity bond covering the plan	2013-12-31	$1,500,000
Total contributions received or receivable from participants	2013-12-31	$93,681
Assets. Value of loans (other than to participants)	2013-12-31	$443,142
Expenses. Other expenses not covered elsewhere	2013-12-31	$1,023
Contributions received from other sources (not participants or employers)	2013-12-31	$8,352
Other income received	2013-12-31	$1,117,040
Net income (gross income less expenses)	2013-12-31	$1,220,800
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$7,795,548
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$6,574,748
Assets. Value of real-estate (other than employer real property)	2013-12-31	$700,000
Total contributions received or receivable from employer(s)	2013-12-31	$86,699
2012 : HUGH E. BAILEY & ASSOCIATES PLLC 401K PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$894,797
Expenses. Total of all expenses incurred	2012-12-31	$422,458
Benefits paid (including direct rollovers)	2012-12-31	$407,696
Total plan assets at end of year	2012-12-31	$6,574,748
Total plan assets at beginning of year	2012-12-31	$6,102,409
Value of fidelity bond covering the plan	2012-12-31	$1,500,000
Total contributions received or receivable from participants	2012-12-31	$99,775
Expenses. Other expenses not covered elsewhere	2012-12-31	$14,762
Other income received	2012-12-31	$721,984
Net income (gross income less expenses)	2012-12-31	$472,339
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$6,574,748
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$6,102,409
Assets. Value of real-estate (other than employer real property)	2012-12-31	$700,000
Total contributions received or receivable from employer(s)	2012-12-31	$73,038
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : HUGH E. BAILEY & ASSOCIATES PLLC 401K PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$210,935
Expenses. Total of all expenses incurred	2011-12-31	$47,632
Benefits paid (including direct rollovers)	2011-12-31	$47,632
Total plan assets at end of year	2011-12-31	$6,102,409
Total plan assets at beginning of year	2011-12-31	$5,939,106
Value of fidelity bond covering the plan	2011-12-31	$1,500,000
Total contributions received or receivable from participants	2011-12-31	$57,773
Other income received	2011-12-31	$82,306
Net income (gross income less expenses)	2011-12-31	$163,303
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$6,102,409
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$5,939,106
Assets. Value of real-estate (other than employer real property)	2011-12-31	$500,000
Total contributions received or receivable from employer(s)	2011-12-31	$70,856
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : HUGH E. BAILEY & ASSOCIATES PLLC 401K PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$514,470
Expenses. Total of all expenses incurred	2010-12-31	$14,816
Benefits paid (including direct rollovers)	2010-12-31	$14,816
Total plan assets at end of year	2010-12-31	$5,939,106
Total plan assets at beginning of year	2010-12-31	$5,439,452
Value of fidelity bond covering the plan	2010-12-31	$1,500,000
Total contributions received or receivable from participants	2010-12-31	$50,586
Assets. Value of loans (other than to participants)	2010-12-31	$241,271
Other income received	2010-12-31	$386,341
Net income (gross income less expenses)	2010-12-31	$499,654
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$5,939,106
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$5,439,452
Assets. Value of real-estate (other than employer real property)	2010-12-31	$500,000
Total contributions received or receivable from employer(s)	2010-12-31	$77,543
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : HUGH E. BAILEY & ASSOCIATES PLLC 401K PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for HUGH E. BAILEY & ASSOCIATES PLLC 401K PROFIT SHARING PLAN

2021: HUGH E. BAILEY & ASSOCIATES PLLC 401K PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	This submission is the final filing	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: HUGH E. BAILEY & ASSOCIATES PLLC 401K PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: HUGH E. BAILEY & ASSOCIATES PLLC 401K PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: HUGH E. BAILEY & ASSOCIATES PLLC 401K PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: HUGH E. BAILEY & ASSOCIATES PLLC 401K PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: HUGH E. BAILEY & ASSOCIATES PLLC 401K PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: HUGH E. BAILEY & ASSOCIATES PLLC 401K PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: HUGH E. BAILEY & ASSOCIATES PLLC 401K PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: HUGH E. BAILEY & ASSOCIATES PLLC 401K PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: HUGH E. BAILEY & ASSOCIATES PLLC 401K PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: HUGH E. BAILEY & ASSOCIATES PLLC 401K PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: HUGH E. BAILEY & ASSOCIATES PLLC 401K PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: HUGH E. BAILEY & ASSOCIATES PLLC 401K PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	Yes
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

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:	HUGH E BAILEY & ASSOCIATES, PLLC
Employer identification number (EIN):	753068454
NAIC Classification:	541213
NAIC Description:	Tax Preparation Services