401k Plan data: HESS BOWER ADAMS-HESS, PC RETIREMENT SAVINGS PLAN plan

HESS BOWER ADAMS-HESS, PC RETIREMENT SAVINGS PLAN 401k Plan overview

Plan Name	HESS BOWER ADAMS-HESS, PC RETIREMENT SAVINGS PLAN
Plan identification number	001

HESS BOWER ADAMS-HESS, PC RETIREMENT SAVINGS PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
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.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Participant-directed brokerage accounts provided as an investment option under the plan.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
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

HESS BOWER ADAMS-HESS, PC has sponsored the creation of one or more 401k plans.

Company Name: HESS BOWER ADAMS-HESS, PC

Employer identification number (EIN): 942738426

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HESS BOWER ADAMS-HESS, PC RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 RANDY HESS 2024-10-09
001 2022-01-01 RANDY HESS 2023-08-21
001 2021-01-01 RANDY HESS 2022-10-03
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 RANDY HESS
001 2016-01-01 RANDY HESS
001 2015-01-01 RANDY HESS
001 2014-01-01 RANDY HESS
001 2013-01-01 RANDY HESS 2014-10-13
001 2012-01-01 RANDY HESS 2013-09-10
001 2011-01-01 RANDY HESS 2012-10-05
001 2010-01-01 RANDY HESS 2011-10-06

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2023-01-01	RANDY HESS	2024-10-09
001	2022-01-01	RANDY HESS	2023-08-21
001	2021-01-01	RANDY HESS	2022-10-03
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01	RANDY HESS
001	2016-01-01	RANDY HESS
001	2015-01-01	RANDY HESS
001	2014-01-01	RANDY HESS
001	2013-01-01	RANDY HESS	2014-10-13
001	2012-01-01	RANDY HESS	2013-09-10
001	2011-01-01	RANDY HESS	2012-10-05
001	2010-01-01	RANDY HESS	2011-10-06

Plan Statistics for HESS BOWER ADAMS-HESS, PC RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for HESS BOWER ADAMS-HESS, PC RETIREMENT SAVINGS PLAN

Measure Date Value
2020: HESS BOWER ADAMS-HESS, PC RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 19
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 8
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 11
Total of all active and inactive participants 2020-01-01 19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 19
Number of participants with account balances 2020-01-01 19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: HESS BOWER ADAMS-HESS, PC RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 20
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 12
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 7
Total of all active and inactive participants 2019-01-01 19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 19
Number of participants with account balances 2019-01-01 19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: HESS BOWER ADAMS-HESS, PC RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 20
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 14
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 6
Total of all active and inactive participants 2018-01-01 20
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 20
Number of participants with account balances 2018-01-01 20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: HESS BOWER ADAMS-HESS, PC RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 21
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 13
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 6
Total of all active and inactive participants 2017-01-01 19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 1
Total participants 2017-01-01 20
Number of participants with account balances 2017-01-01 20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: HESS BOWER ADAMS-HESS, PC RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 22
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 17
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 4
Total of all active and inactive participants 2016-01-01 21
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 21
Number of participants with account balances 2016-01-01 21
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: HESS BOWER ADAMS-HESS, PC RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 23
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 17
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 5
Total of all active and inactive participants 2015-01-01 22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 22
Number of participants with account balances 2015-01-01 22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: HESS BOWER ADAMS-HESS, PC RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 25
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 18
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 5
Total of all active and inactive participants 2014-01-01 23
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 23
Number of participants with account balances 2014-01-01 23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 2

Measure	Date	Value
2020: HESS BOWER ADAMS-HESS, PC RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	19
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	8
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	11
Total of all active and inactive participants	2020-01-01	19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	19
Number of participants with account balances	2020-01-01	19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: HESS BOWER ADAMS-HESS, PC RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	20
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	12
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	7
Total of all active and inactive participants	2019-01-01	19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	19
Number of participants with account balances	2019-01-01	19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: HESS BOWER ADAMS-HESS, PC RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	20
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	14
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	6
Total of all active and inactive participants	2018-01-01	20
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	20
Number of participants with account balances	2018-01-01	20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: HESS BOWER ADAMS-HESS, PC RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	21
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	13
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	6
Total of all active and inactive participants	2017-01-01	19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	1
Total participants	2017-01-01	20
Number of participants with account balances	2017-01-01	20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: HESS BOWER ADAMS-HESS, PC RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	22
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	17
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	4
Total of all active and inactive participants	2016-01-01	21
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	21
Number of participants with account balances	2016-01-01	21
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: HESS BOWER ADAMS-HESS, PC RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	23
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	17
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	5
Total of all active and inactive participants	2015-01-01	22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	22
Number of participants with account balances	2015-01-01	22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: HESS BOWER ADAMS-HESS, PC RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	25
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	18
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	5
Total of all active and inactive participants	2014-01-01	23
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	23
Number of participants with account balances	2014-01-01	23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	2

Financial Data on HESS BOWER ADAMS-HESS, PC RETIREMENT SAVINGS PLAN

Measure	Date	Value
2020 : HESS BOWER ADAMS-HESS, PC RETIREMENT SAVINGS PLAN 2020 401k financial data
Transfers to/from the plan	2020-12-31	$0
Total plan liabilities at end of year	2020-12-31	$38,421
Total plan liabilities at beginning of year	2020-12-31	$35,693
Total income from all sources	2020-12-31	$655,168
Expenses. Total of all expenses incurred	2020-12-31	$720,598
Benefits paid (including direct rollovers)	2020-12-31	$695,601
Total plan assets at end of year	2020-12-31	$6,013,262
Total plan assets at beginning of year	2020-12-31	$6,075,964
Value of fidelity bond covering the plan	2020-12-31	$500,000
Total contributions received or receivable from participants	2020-12-31	$159,850
Expenses. Other expenses not covered elsewhere	2020-12-31	$0
Contributions received from other sources (not participants or employers)	2020-12-31	$0
Other income received	2020-12-31	$345,318
Noncash contributions received	2020-12-31	$0
Net income (gross income less expenses)	2020-12-31	$-65,430
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$5,974,841
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$6,040,271
Assets. Value of participant loans	2020-12-31	$21,231
Assets. Value of real-estate (other than employer real property)	2020-12-31	$0
Total contributions received or receivable from employer(s)	2020-12-31	$150,000
Value of certain deemed distributions of participant loans	2020-12-31	$15,467
Value of corrective distributions	2020-12-31	$2,728
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$6,802
2019 : HESS BOWER ADAMS-HESS, PC RETIREMENT SAVINGS PLAN 2019 401k financial data
Transfers to/from the plan	2019-12-31	$0
Total plan liabilities at end of year	2019-12-31	$35,693
Total plan liabilities at beginning of year	2019-12-31	$24,212
Total income from all sources	2019-12-31	$1,349,896
Expenses. Total of all expenses incurred	2019-12-31	$20,868
Benefits paid (including direct rollovers)	2019-12-31	$2,829
Total plan assets at end of year	2019-12-31	$6,075,964
Total plan assets at beginning of year	2019-12-31	$4,735,455
Value of fidelity bond covering the plan	2019-12-31	$500,000
Total contributions received or receivable from participants	2019-12-31	$156,600
Expenses. Other expenses not covered elsewhere	2019-12-31	$0
Contributions received from other sources (not participants or employers)	2019-12-31	$0
Other income received	2019-12-31	$1,093,716
Noncash contributions received	2019-12-31	$0
Net income (gross income less expenses)	2019-12-31	$1,329,028
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$6,040,271
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$4,711,243
Assets. Value of participant loans	2019-12-31	$48,798
Assets. Value of real-estate (other than employer real property)	2019-12-31	$47,500
Total contributions received or receivable from employer(s)	2019-12-31	$99,580
Value of certain deemed distributions of participant loans	2019-12-31	$0
Value of corrective distributions	2019-12-31	$11,481
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$6,558
2018 : HESS BOWER ADAMS-HESS, PC RETIREMENT SAVINGS PLAN 2018 401k financial data
Transfers to/from the plan	2018-12-31	$0
Total plan liabilities at end of year	2018-12-31	$24,212
Total plan liabilities at beginning of year	2018-12-31	$0
Total income from all sources	2018-12-31	$71,730
Expenses. Total of all expenses incurred	2018-12-31	$31,118
Benefits paid (including direct rollovers)	2018-12-31	$524
Total plan assets at end of year	2018-12-31	$4,735,455
Total plan assets at beginning of year	2018-12-31	$4,670,631
Value of fidelity bond covering the plan	2018-12-31	$500,000
Total contributions received or receivable from participants	2018-12-31	$163,100
Expenses. Other expenses not covered elsewhere	2018-12-31	$0
Contributions received from other sources (not participants or employers)	2018-12-31	$25,600
Other income received	2018-12-31	$-216,970
Noncash contributions received	2018-12-31	$0
Net income (gross income less expenses)	2018-12-31	$40,612
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$4,711,243
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$4,670,631
Assets. Value of participant loans	2018-12-31	$48,763
Assets. Value of real-estate (other than employer real property)	2018-12-31	$20,000
Total contributions received or receivable from employer(s)	2018-12-31	$100,000
Value of certain deemed distributions of participant loans	2018-12-31	$0
Value of corrective distributions	2018-12-31	$24,212
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$6,382
2017 : HESS BOWER ADAMS-HESS, PC RETIREMENT SAVINGS PLAN 2017 401k financial data
Transfers to/from the plan	2017-12-31	$0
Total plan liabilities at end of year	2017-12-31	$0
Total plan liabilities at beginning of year	2017-12-31	$0
Total income from all sources	2017-12-31	$914,575
Expenses. Total of all expenses incurred	2017-12-31	$898,746
Benefits paid (including direct rollovers)	2017-12-31	$895,105
Total plan assets at end of year	2017-12-31	$4,670,631
Total plan assets at beginning of year	2017-12-31	$4,654,802
Value of fidelity bond covering the plan	2017-12-31	$500,000
Total contributions received or receivable from participants	2017-12-31	$215,270
Expenses. Other expenses not covered elsewhere	2017-12-31	$0
Contributions received from other sources (not participants or employers)	2017-12-31	$0
Other income received	2017-12-31	$594,250
Noncash contributions received	2017-12-31	$0
Net income (gross income less expenses)	2017-12-31	$15,829
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$4,670,631
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$4,654,802
Assets. Value of participant loans	2017-12-31	$55,819
Assets. Value of real-estate (other than employer real property)	2017-12-31	$53,625
Total contributions received or receivable from employer(s)	2017-12-31	$105,055
Value of certain deemed distributions of participant loans	2017-12-31	$0
Value of corrective distributions	2017-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$3,641
2016 : HESS BOWER ADAMS-HESS, PC RETIREMENT SAVINGS PLAN 2016 401k financial data
Total plan liabilities at end of year	2016-12-31	$0
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$494,861
Expenses. Total of all expenses incurred	2016-12-31	$9,575
Benefits paid (including direct rollovers)	2016-12-31	$469
Total plan assets at end of year	2016-12-31	$4,654,802
Total plan assets at beginning of year	2016-12-31	$4,169,516
Value of fidelity bond covering the plan	2016-12-31	$470,000
Total contributions received or receivable from participants	2016-12-31	$238,660
Expenses. Other expenses not covered elsewhere	2016-12-31	$0
Contributions received from other sources (not participants or employers)	2016-12-31	$0
Other income received	2016-12-31	$131,201
Noncash contributions received	2016-12-31	$0
Net income (gross income less expenses)	2016-12-31	$485,286
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$4,654,802
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$4,169,516
Assets. Value of participant loans	2016-12-31	$13,476
Assets. Value of real-estate (other than employer real property)	2016-12-31	$48,062
Total contributions received or receivable from employer(s)	2016-12-31	$125,000
Value of certain deemed distributions of participant loans	2016-12-31	$0
Value of corrective distributions	2016-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$9,106
2015 : HESS BOWER ADAMS-HESS, PC RETIREMENT SAVINGS PLAN 2015 401k financial data
Transfers to/from the plan	2015-12-31	$0
Total plan liabilities at end of year	2015-12-31	$0
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$448,990
Expenses. Total of all expenses incurred	2015-12-31	$44,313
Benefits paid (including direct rollovers)	2015-12-31	$38,393
Total plan assets at end of year	2015-12-31	$4,169,516
Total plan assets at beginning of year	2015-12-31	$3,764,839
Value of fidelity bond covering the plan	2015-12-31	$200,000
Total contributions received or receivable from participants	2015-12-31	$223,750
Expenses. Other expenses not covered elsewhere	2015-12-31	$0
Contributions received from other sources (not participants or employers)	2015-12-31	$0
Other income received	2015-12-31	$125,240
Noncash contributions received	2015-12-31	$0
Net income (gross income less expenses)	2015-12-31	$404,677
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$4,169,516
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$3,764,839
Assets. Value of participant loans	2015-12-31	$18,286
Assets. Value of real-estate (other than employer real property)	2015-12-31	$72,322
Total contributions received or receivable from employer(s)	2015-12-31	$100,000
Value of certain deemed distributions of participant loans	2015-12-31	$0
Value of corrective distributions	2015-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$5,920
2014 : HESS BOWER ADAMS-HESS, PC RETIREMENT SAVINGS PLAN 2014 401k financial data
Transfers to/from the plan	2014-12-31	$0
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$454,357
Expenses. Total of all expenses incurred	2014-12-31	$200,337
Benefits paid (including direct rollovers)	2014-12-31	$196,401
Total plan assets at end of year	2014-12-31	$3,764,839
Total plan assets at beginning of year	2014-12-31	$3,510,819
Value of fidelity bond covering the plan	2014-12-31	$200,000
Total contributions received or receivable from participants	2014-12-31	$213,260
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$160,074
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$254,020
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$3,764,839
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$3,510,819
Assets. Value of participant loans	2014-12-31	$14,810
Assets. Value of real-estate (other than employer real property)	2014-12-31	$76,366
Total contributions received or receivable from employer(s)	2014-12-31	$81,023
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$3,936

Form 5500 Responses for HESS BOWER ADAMS-HESS, PC RETIREMENT SAVINGS PLAN

2020: HESS BOWER ADAMS-HESS, PC RETIREMENT SAVINGS PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: HESS BOWER ADAMS-HESS, PC RETIREMENT SAVINGS PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: HESS BOWER ADAMS-HESS, PC RETIREMENT SAVINGS PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: HESS BOWER ADAMS-HESS, PC RETIREMENT SAVINGS PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: HESS BOWER ADAMS-HESS, PC RETIREMENT SAVINGS PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: HESS BOWER ADAMS-HESS, PC RETIREMENT SAVINGS PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: HESS BOWER ADAMS-HESS, PC RETIREMENT SAVINGS 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

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

GA838902

Policy instance

Insurance contract or identification number	GA838902
Number of Individuals Covered	17
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $9,274
Total amount of fees paid to insurance company	USD $1,542
Commission paid to Insurance Broker	USD $9,274
Amount paid for insurance broker fees	0
Insurance broker organization code?	6
Additional information about fees paid to insurance broker	ADMINISTRATIVE ALLOWANCE

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

GA838902

Policy instance

Insurance contract or identification number	GA838902
Number of Individuals Covered	17
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $6,243
Total amount of fees paid to insurance company	USD $1,358
Commission paid to Insurance Broker	USD $6,243
Amount paid for insurance broker fees	0
Insurance broker organization code?	6
Additional information about fees paid to insurance broker	ADMINISTRATIVE ALLOWANCE

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

GA-838902

Policy instance

Insurance contract or identification number	GA-838902
Number of Individuals Covered	18
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $7,596
Total amount of fees paid to insurance company	USD $947
Commission paid to Insurance Broker	USD $7,596
Amount paid for insurance broker fees	0
Insurance broker organization code?	6
Additional information about fees paid to insurance broker	ADMINISTRATIVE ALLOWANCE

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

Policy instance

Number of Individuals Covered	15
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0

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Company Name:	HESS BOWER ADAMS-HESS, PC
Employer identification number (EIN):	942738426
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers