401k Plan data: HERALD & BROWN, CPAS PROFIT SHARING PLAN plan

HERALD & BROWN, CPAS PROFIT SHARING PLAN 401k Plan overview

Plan Name	HERALD & BROWN, CPAS PROFIT SHARING PLAN
Plan identification number	001

HERALD & BROWN, CPAS PROFIT SHARING PLAN Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	Profit-sharing 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

HERALD & BROWN, CPAS has sponsored the creation of one or more 401k plans.

Company Name: HERALD & BROWN, CPAS

Employer identification number (EIN): 770164748

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HERALD & BROWN, CPAS PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2014-01-01
001 2013-01-01
001 2012-01-01 SALLY HERALD SALLY HERALD 2013-05-28
001 2011-01-01 JANICE P. BROWN JANICE P. BROWN 2012-03-17
001 2009-01-01 JANICE BROWN JANICE BROWN 2010-08-11

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2014-01-01
001	2013-01-01
001	2012-01-01	SALLY HERALD	SALLY HERALD	2013-05-28
001	2011-01-01	JANICE P. BROWN	JANICE P. BROWN	2012-03-17
001	2009-01-01	JANICE BROWN	JANICE BROWN	2010-08-11

Plan Statistics for HERALD & BROWN, CPAS PROFIT SHARING PLAN

401k plan membership statisitcs for HERALD & BROWN, CPAS PROFIT SHARING PLAN

Measure Date Value
2014: HERALD & BROWN, CPAS PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 2
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 1
Total of all active and inactive participants 2014-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 3
Number of participants with account balances 2014-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: HERALD & BROWN, CPAS PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 2
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 1
Total of all active and inactive participants 2013-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 3
Number of participants with account balances 2013-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: HERALD & BROWN, CPAS PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 3
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 0
Total of all active and inactive participants 2012-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 3
Number of participants with account balances 2012-01-01 3
2011: HERALD & BROWN, CPAS PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 2
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 0
Total of all active and inactive participants 2011-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 2
Number of participants with account balances 2011-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: HERALD & BROWN, CPAS PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 3
Total of all active and inactive participants 2009-01-01 3
Total participants 2009-01-01 3
Number of participants with account balances 2009-01-01 3

Measure	Date	Value
2014: HERALD & BROWN, CPAS PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	2
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	1
Total of all active and inactive participants	2014-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	3
Number of participants with account balances	2014-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: HERALD & BROWN, CPAS PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	2
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	1
Total of all active and inactive participants	2013-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	3
Number of participants with account balances	2013-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: HERALD & BROWN, CPAS PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	3
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	3
Number of participants with account balances	2012-01-01	3
2011: HERALD & BROWN, CPAS PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	2
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	0
Total of all active and inactive participants	2011-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	2
Number of participants with account balances	2011-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: HERALD & BROWN, CPAS PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	3
Total of all active and inactive participants	2009-01-01	3
Total participants	2009-01-01	3
Number of participants with account balances	2009-01-01	3

Financial Data on HERALD & BROWN, CPAS PROFIT SHARING PLAN

Measure	Date	Value
2014 : HERALD & BROWN, CPAS PROFIT SHARING PLAN 2014 401k financial data
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$47,250
Expenses. Total of all expenses incurred	2014-12-31	$3,238
Total plan assets at end of year	2014-12-31	$680,544
Total plan assets at beginning of year	2014-12-31	$636,532
Value of fidelity bond covering the plan	2014-12-31	$70,000
Expenses. Other expenses not covered elsewhere	2014-12-31	$3,238
Other income received	2014-12-31	$20,964
Net income (gross income less expenses)	2014-12-31	$44,012
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$680,544
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$636,532
Total contributions received or receivable from employer(s)	2014-12-31	$26,286
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : HERALD & BROWN, CPAS PROFIT SHARING PLAN 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
Total plan liabilities at end of year	2013-12-31	$0
Total plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$44,689
Expenses. Total of all expenses incurred	2013-12-31	$3,687
Benefits paid (including direct rollovers)	2013-12-31	$3,687
Total plan assets at end of year	2013-12-31	$636,532
Total plan assets at beginning of year	2013-12-31	$595,530
Value of fidelity bond covering the plan	2013-12-31	$65,000
Total contributions received or receivable from participants	2013-12-31	$0
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$22,538
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$41,002
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$636,532
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$595,530
Total contributions received or receivable from employer(s)	2013-12-31	$22,151
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : HERALD & BROWN, CPAS PROFIT SHARING PLAN 2012 401k financial data
Transfers to/from the plan	2012-12-31	$0
Total plan liabilities at end of year	2012-12-31	$0
Total plan liabilities at beginning of year	2012-12-31	$0
Total income from all sources	2012-12-31	$35,057
Expenses. Total of all expenses incurred	2012-12-31	$3,577
Benefits paid (including direct rollovers)	2012-12-31	$0
Total plan assets at end of year	2012-12-31	$595,530
Total plan assets at beginning of year	2012-12-31	$564,050
Value of fidelity bond covering the plan	2012-12-31	$50,000
Total contributions received or receivable from participants	2012-12-31	$0
Expenses. Other expenses not covered elsewhere	2012-12-31	$3,577
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$25,057
Noncash contributions received	2012-12-31	$0
Net income (gross income less expenses)	2012-12-31	$31,480
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$595,530
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$564,050
Total contributions received or receivable from employer(s)	2012-12-31	$10,000
Value of certain deemed distributions of participant loans	2012-12-31	$0
Value of corrective distributions	2012-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : HERALD & BROWN, CPAS PROFIT SHARING PLAN 2011 401k financial data
Transfers to/from the plan	2011-12-31	$0
Total plan liabilities at end of year	2011-12-31	$0
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$23,369
Expenses. Total of all expenses incurred	2011-12-31	$8,750
Benefits paid (including direct rollovers)	2011-12-31	$2,170
Total plan assets at end of year	2011-12-31	$564,050
Total plan assets at beginning of year	2011-12-31	$549,431
Value of fidelity bond covering the plan	2011-12-31	$30,000
Total contributions received or receivable from participants	2011-12-31	$0
Expenses. Other expenses not covered elsewhere	2011-12-31	$6,580
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$-21,277
Noncash contributions received	2011-12-31	$0
Net income (gross income less expenses)	2011-12-31	$14,619
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$564,050
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$549,431
Total contributions received or receivable from employer(s)	2011-12-31	$44,646
Value of certain deemed distributions of participant loans	2011-12-31	$0
Value of corrective distributions	2011-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$0
2010 : HERALD & BROWN, CPAS PROFIT SHARING PLAN 2010 401k financial data
Total plan liabilities at end of year	2010-12-31	$0
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$79,504
Expenses. Total of all expenses incurred	2010-12-31	$4,842
Benefits paid (including direct rollovers)	2010-12-31	$0
Total plan assets at end of year	2010-12-31	$549,431
Total plan assets at beginning of year	2010-12-31	$474,769
Value of fidelity bond covering the plan	2010-12-31	$30,000
Total contributions received or receivable from participants	2010-12-31	$0
Expenses. Other expenses not covered elsewhere	2010-12-31	$0
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$31,375
Noncash contributions received	2010-12-31	$0
Net income (gross income less expenses)	2010-12-31	$74,662
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$549,431
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$474,769
Assets. Value of real-estate (other than employer real property)	2010-12-31	$79,734
Total contributions received or receivable from employer(s)	2010-12-31	$48,129
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$4,842
2009 : HERALD & BROWN, CPAS 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 HERALD & BROWN, CPAS PROFIT SHARING PLAN

2014: HERALD & BROWN, CPAS PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: HERALD & BROWN, CPAS 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: HERALD & BROWN, CPAS 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: HERALD & BROWN, CPAS 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
2009: HERALD & BROWN, CPAS PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
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

HERALD & BROWN, CPAS PROFIT SHARING PLAN [EIN = 454598289]

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Company Name:	HERALD & BROWN, CPAS
Employer identification number (EIN):	770164748
NAIC Classification:	541211
NAIC Description:	Offices of Certified Public Accountants