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J. J. HERLIHY PROFIT SHARING PLAN 401k Plan overview

Plan NameJ. J. HERLIHY PROFIT SHARING PLAN
Plan identification number 001

J. J. HERLIHY PROFIT SHARING PLAN Benefits

401k Plan TypeDefined 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

401k Sponsoring company profile

J.J. HERLIHY CO., INC. has sponsored the creation of one or more 401k plans.

Company Name:J.J. HERLIHY CO., INC.
Employer identification number (EIN):060841209
NAIC Classification:541990
NAIC Description:All Other Professional, Scientific, and Technical Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan J. J. HERLIHY PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-07-01MARK HERLIHY2024-02-27 MARK HERLIHY
0012021-07-01MARK HERLIHY2023-03-13 MARK HERLIHY
0012020-07-01MARK HERLIHY2022-02-16 MARK HERLIHY
0012019-07-01MARK HERLIHY2021-01-13 MARK HERLIHY
0012018-07-01MARK HERLIHY2020-01-13 MARK HERLIHY
0012017-07-01
0012016-07-01
0012015-07-01
0012014-07-01
0012013-07-01
0012012-07-01MARK HERLIHY
0012011-07-01STEVE HERLIHY
0012010-07-01MARK HERLIHY
0012009-07-01MARK HERLIHY

Plan Statistics for J. J. HERLIHY PROFIT SHARING PLAN

401k plan membership statisitcs for J. J. HERLIHY PROFIT SHARING PLAN

Measure Date Value
2022: J. J. HERLIHY PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-07-012
Total number of active participants reported on line 7a of the Form 55002022-07-012
Total of all active and inactive participants2022-07-012
Total participants2022-07-012
Number of participants with account balances2022-07-012
2021: J. J. HERLIHY PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-07-012
Total number of active participants reported on line 7a of the Form 55002021-07-012
Total of all active and inactive participants2021-07-012
Total participants2021-07-012
Number of participants with account balances2021-07-012
2020: J. J. HERLIHY PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-07-012
Total number of active participants reported on line 7a of the Form 55002020-07-012
Total of all active and inactive participants2020-07-012
Total participants2020-07-012
Number of participants with account balances2020-07-012
2019: J. J. HERLIHY PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-07-012
Total number of active participants reported on line 7a of the Form 55002019-07-012
Total of all active and inactive participants2019-07-012
Total participants2019-07-012
Number of participants with account balances2019-07-012
2018: J. J. HERLIHY PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-07-012
Total number of active participants reported on line 7a of the Form 55002018-07-012
Total of all active and inactive participants2018-07-012
Total participants2018-07-012
Number of participants with account balances2018-07-012
2017: J. J. HERLIHY PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-012
Total number of active participants reported on line 7a of the Form 55002017-07-012
Total of all active and inactive participants2017-07-012
Total participants2017-07-012
Number of participants with account balances2017-07-012
2016: J. J. HERLIHY PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-012
Total number of active participants reported on line 7a of the Form 55002016-07-012
Total of all active and inactive participants2016-07-012
Total participants2016-07-012
Number of participants with account balances2016-07-012
2015: J. J. HERLIHY PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-012
Total number of active participants reported on line 7a of the Form 55002015-07-012
Total of all active and inactive participants2015-07-012
Total participants2015-07-012
Number of participants with account balances2015-07-012
2014: J. J. HERLIHY PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-012
Total number of active participants reported on line 7a of the Form 55002014-07-012
Total of all active and inactive participants2014-07-012
Total participants2014-07-012
Number of participants with account balances2014-07-012
2013: J. J. HERLIHY PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-012
Total number of active participants reported on line 7a of the Form 55002013-07-012
Total of all active and inactive participants2013-07-012
Total participants2013-07-012
Number of participants with account balances2013-07-012
2012: J. J. HERLIHY PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-012
Total number of active participants reported on line 7a of the Form 55002012-07-012
Total of all active and inactive participants2012-07-012
Total participants2012-07-012
Number of participants with account balances2012-07-012
2011: J. J. HERLIHY PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-012
Total number of active participants reported on line 7a of the Form 55002011-07-012
Number of retired or separated participants receiving benefits2011-07-010
Number of other retired or separated participants entitled to future benefits2011-07-010
Total of all active and inactive participants2011-07-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-010
Total participants2011-07-012
Number of participants with account balances2011-07-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-010
2010: J. J. HERLIHY PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-07-012
Total number of active participants reported on line 7a of the Form 55002010-07-012
Number of retired or separated participants receiving benefits2010-07-010
Number of other retired or separated participants entitled to future benefits2010-07-010
Total of all active and inactive participants2010-07-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-07-010
Total participants2010-07-012
Number of participants with account balances2010-07-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-07-010
2009: J. J. HERLIHY PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-012
Total number of active participants reported on line 7a of the Form 55002009-07-012
Number of retired or separated participants receiving benefits2009-07-010
Number of other retired or separated participants entitled to future benefits2009-07-010
Total of all active and inactive participants2009-07-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-010
Total participants2009-07-012
Number of participants with account balances2009-07-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-010

Financial Data on J. J. HERLIHY PROFIT SHARING PLAN

Measure Date Value
2023 : J. J. HERLIHY PROFIT SHARING PLAN 2023 401k financial data
Total income from all sources2023-06-30$207,603
Total plan assets at end of year2023-06-30$2,567,451
Total plan assets at beginning of year2023-06-30$2,359,848
Value of fidelity bond covering the plan2023-06-30$50,000
Total contributions received or receivable from participants2023-06-30$74,840
Other income received2023-06-30$132,763
Net income (gross income less expenses)2023-06-30$207,603
Net plan assets at end of year (total assets less liabilities)2023-06-30$2,567,451
Net plan assets at beginning of year (total assets less liabilities)2023-06-30$2,359,848
2022 : J. J. HERLIHY PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources2022-06-30$-171,611
Total plan assets at end of year2022-06-30$2,359,848
Total plan assets at beginning of year2022-06-30$2,531,459
Value of fidelity bond covering the plan2022-06-30$50,000
Total contributions received or receivable from participants2022-06-30$72,552
Other income received2022-06-30$-244,163
Net income (gross income less expenses)2022-06-30$-171,611
Net plan assets at end of year (total assets less liabilities)2022-06-30$2,359,848
Net plan assets at beginning of year (total assets less liabilities)2022-06-30$2,531,459
2021 : J. J. HERLIHY PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources2021-06-30$374,537
Total plan assets at end of year2021-06-30$2,531,459
Total plan assets at beginning of year2021-06-30$2,156,922
Value of fidelity bond covering the plan2021-06-30$50,000
Total contributions received or receivable from participants2021-06-30$62,662
Other income received2021-06-30$311,875
Net income (gross income less expenses)2021-06-30$374,537
Net plan assets at end of year (total assets less liabilities)2021-06-30$2,531,459
Net plan assets at beginning of year (total assets less liabilities)2021-06-30$2,156,922
2020 : J. J. HERLIHY PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources2020-06-30$174,530
Total plan assets at end of year2020-06-30$2,156,922
Total plan assets at beginning of year2020-06-30$1,982,392
Value of fidelity bond covering the plan2020-06-30$50,000
Total contributions received or receivable from participants2020-06-30$50,494
Other income received2020-06-30$124,036
Net income (gross income less expenses)2020-06-30$174,530
Net plan assets at end of year (total assets less liabilities)2020-06-30$2,156,922
Net plan assets at beginning of year (total assets less liabilities)2020-06-30$1,982,392
2019 : J. J. HERLIHY PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources2019-06-30$178,182
Total plan assets at end of year2019-06-30$1,982,392
Total plan assets at beginning of year2019-06-30$1,804,210
Value of fidelity bond covering the plan2019-06-30$50,000
Total contributions received or receivable from participants2019-06-30$73,500
Other income received2019-06-30$104,682
Net income (gross income less expenses)2019-06-30$178,182
Net plan assets at end of year (total assets less liabilities)2019-06-30$1,982,392
Net plan assets at beginning of year (total assets less liabilities)2019-06-30$1,804,210
2018 : J. J. HERLIHY PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources2018-06-30$162,112
Total plan assets at end of year2018-06-30$1,804,210
Total plan assets at beginning of year2018-06-30$1,642,098
Value of fidelity bond covering the plan2018-06-30$50,000
Total contributions received or receivable from participants2018-06-30$62,778
Other income received2018-06-30$99,334
Net income (gross income less expenses)2018-06-30$162,112
Net plan assets at end of year (total assets less liabilities)2018-06-30$1,804,210
Net plan assets at beginning of year (total assets less liabilities)2018-06-30$1,642,098
2017 : J. J. HERLIHY PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources2017-06-30$50,621
Total plan assets at end of year2017-06-30$1,642,098
Total plan assets at beginning of year2017-06-30$1,591,477
Value of fidelity bond covering the plan2017-06-30$50,000
Total contributions received or receivable from participants2017-06-30$63,468
Other income received2017-06-30$-12,847
Net income (gross income less expenses)2017-06-30$50,621
Net plan assets at end of year (total assets less liabilities)2017-06-30$1,642,098
Net plan assets at beginning of year (total assets less liabilities)2017-06-30$1,591,477
2016 : J. J. HERLIHY PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources2016-06-30$171,047
Total plan assets at end of year2016-06-30$1,591,477
Total plan assets at beginning of year2016-06-30$1,420,430
Value of fidelity bond covering the plan2016-06-30$50,000
Total contributions received or receivable from participants2016-06-30$51,865
Other income received2016-06-30$119,182
Net income (gross income less expenses)2016-06-30$171,047
Net plan assets at end of year (total assets less liabilities)2016-06-30$1,591,477
Net plan assets at beginning of year (total assets less liabilities)2016-06-30$1,420,430
2015 : J. J. HERLIHY PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-06-30$-7,870
Total plan assets at end of year2015-06-30$1,420,430
Total plan assets at beginning of year2015-06-30$1,428,300
Value of fidelity bond covering the plan2015-06-30$50,000
Total contributions received or receivable from participants2015-06-30$76,571
Other income received2015-06-30$-84,441
Net income (gross income less expenses)2015-06-30$-7,870
Net plan assets at end of year (total assets less liabilities)2015-06-30$1,420,430
Net plan assets at beginning of year (total assets less liabilities)2015-06-30$1,428,300
2014 : J. J. HERLIHY PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-06-30$182,299
Total plan assets at end of year2014-06-30$1,428,300
Total plan assets at beginning of year2014-06-30$1,246,001
Value of fidelity bond covering the plan2014-06-30$50,000
Total contributions received or receivable from participants2014-06-30$70,354
Other income received2014-06-30$111,945
Net income (gross income less expenses)2014-06-30$182,299
Net plan assets at end of year (total assets less liabilities)2014-06-30$1,428,300
Net plan assets at beginning of year (total assets less liabilities)2014-06-30$1,246,001
2013 : J. J. HERLIHY PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-06-30$-47,039
Total plan assets at end of year2013-06-30$1,246,001
Total plan assets at beginning of year2013-06-30$1,293,040
Value of fidelity bond covering the plan2013-06-30$50,000
Total contributions received or receivable from participants2013-06-30$74,684
Other income received2013-06-30$-121,723
Net income (gross income less expenses)2013-06-30$-47,039
Net plan assets at end of year (total assets less liabilities)2013-06-30$1,246,001
Net plan assets at beginning of year (total assets less liabilities)2013-06-30$1,293,040
2012 : J. J. HERLIHY PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-06-30$49,015
Total plan assets at end of year2012-06-30$1,293,040
Total plan assets at beginning of year2012-06-30$1,244,025
Value of fidelity bond covering the plan2012-06-30$50,000
Total contributions received or receivable from participants2012-06-30$83,073
Other income received2012-06-30$-34,058
Net income (gross income less expenses)2012-06-30$49,015
Net plan assets at end of year (total assets less liabilities)2012-06-30$1,293,040
Net plan assets at beginning of year (total assets less liabilities)2012-06-30$1,244,025
2011 : J. J. HERLIHY PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-06-30$212,214
Total plan assets at end of year2011-06-30$1,244,025
Total plan assets at beginning of year2011-06-30$1,031,811
Value of fidelity bond covering the plan2011-06-30$50,000
Total contributions received or receivable from participants2011-06-30$48,878
Other income received2011-06-30$163,336
Net income (gross income less expenses)2011-06-30$212,214
Net plan assets at end of year (total assets less liabilities)2011-06-30$1,244,025
Net plan assets at beginning of year (total assets less liabilities)2011-06-30$1,031,811

Form 5500 Responses for J. J. HERLIHY PROFIT SHARING PLAN

2022: J. J. HERLIHY PROFIT SHARING PLAN 2022 form 5500 responses
2022-07-01Type of plan entitySingle employer plan
2022-07-01Plan funding arrangement – TrustYes
2022-07-01Plan benefit arrangement - TrustYes
2021: J. J. HERLIHY PROFIT SHARING PLAN 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Plan funding arrangement – TrustYes
2021-07-01Plan benefit arrangement - TrustYes
2020: J. J. HERLIHY PROFIT SHARING PLAN 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan benefit arrangement - TrustYes
2019: J. J. HERLIHY PROFIT SHARING PLAN 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement - TrustYes
2018: J. J. HERLIHY PROFIT SHARING PLAN 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement - TrustYes
2017: J. J. HERLIHY PROFIT SHARING PLAN 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement - TrustYes
2016: J. J. HERLIHY PROFIT SHARING PLAN 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement - TrustYes
2015: J. J. HERLIHY PROFIT SHARING PLAN 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement - TrustYes
2014: J. J. HERLIHY PROFIT SHARING PLAN 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement - TrustYes
2013: J. J. HERLIHY PROFIT SHARING PLAN 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement - TrustYes
2012: J. J. HERLIHY PROFIT SHARING PLAN 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement - TrustYes
2011: J. J. HERLIHY PROFIT SHARING PLAN 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement - TrustYes
2010: J. J. HERLIHY PROFIT SHARING PLAN 2010 form 5500 responses
2010-07-01Type of plan entitySingle employer plan
2010-07-01Plan funding arrangement – TrustYes
2010-07-01Plan benefit arrangement - TrustYes
2009: J. J. HERLIHY PROFIT SHARING PLAN 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01This submission is the final filingNo
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement - TrustYes

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