401k Plan data: VAN HORN, METZ & CO., INC. ESOP plan

VAN HORN, METZ & CO., INC. ESOP 401k Plan overview

Plan Name	VAN HORN, METZ & CO., INC. ESOP
Plan identification number	002

VAN HORN, METZ & CO., INC. ESOP 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.
Plan requiring that all or part of employer contributions be invested and held, at least for a limited period, in employer securities.

401k Sponsoring company profile

VAN HORN, METZ & CO., INC. has sponsored the creation of one or more 401k plans.

Company Name: VAN HORN, METZ & CO., INC.

Employer identification number (EIN): 231337328

NAIC Classification: 424600

Form 5500 Filing Information

Submission information for form 5500 for 401k plan VAN HORN, METZ & CO., INC. ESOP

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01
002 2022-01-01
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01
002 2017-01-01 ANTHONY CRISAFULLI
002 2016-01-01 ANTHONY CRISAFULLI
002 2015-01-01 ANTHONY CRISAFULLI
002 2014-01-01 ANTHONY CRISAFULLI
002 2013-01-01 ANTHONY CRISAFULLI
002 2012-01-01 ANTHONY CRISAFULLI
002 2011-01-01 ANTHONY CRISAFULLI
002 2010-01-01 ANTHONY CRISAFULLI
002 2009-01-01 ANTHONY CRIAFULLI

Plan Statistics for VAN HORN, METZ & CO., INC. ESOP

401k plan membership statisitcs for VAN HORN, METZ & CO., INC. ESOP

Measure Date Value
2023: VAN HORN, METZ & CO., INC. ESOP 2023 401k membership
Total participants, beginning-of-year 2023-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 0
Number of retired or separated participants receiving benefits 2023-01-01 0
Number of other retired or separated participants entitled to future benefits 2023-01-01 0
Total of all active and inactive participants 2023-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 0
Number of participants with account balances 2023-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 0
2022: VAN HORN, METZ & CO., INC. ESOP 2022 401k membership
Total participants, beginning-of-year 2022-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 0
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 0
Total of all active and inactive participants 2022-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 1
Total participants 2022-01-01 1
Number of participants with account balances 2022-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: VAN HORN, METZ & CO., INC. ESOP 2021 401k membership
Total participants, beginning-of-year 2021-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 1
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 0
Total of all active and inactive participants 2021-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 1
Total participants 2021-01-01 2
Number of participants with account balances 2021-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: VAN HORN, METZ & CO., INC. ESOP 2020 401k membership
Total participants, beginning-of-year 2020-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 1
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 0
Total of all active and inactive participants 2020-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 2
Total participants 2020-01-01 3
Number of participants with account balances 2020-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: VAN HORN, METZ & CO., INC. ESOP 2019 401k membership
Total participants, beginning-of-year 2019-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 4
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 0
Total of all active and inactive participants 2019-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 4
Number of participants with account balances 2019-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: VAN HORN, METZ & CO., INC. ESOP 2018 401k membership
Total participants, beginning-of-year 2018-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 4
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 0
Total of all active and inactive participants 2018-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 4
Number of participants with account balances 2018-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: VAN HORN, METZ & CO., INC. ESOP 2017 401k membership
Total participants, beginning-of-year 2017-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 5
Number of retired or separated participants receiving benefits 2017-01-01 1
Number of other retired or separated participants entitled to future benefits 2017-01-01 0
Total of all active and inactive participants 2017-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 6
Number of participants with account balances 2017-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: VAN HORN, METZ & CO., INC. ESOP 2016 401k membership
Total participants, beginning-of-year 2016-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 5
Number of retired or separated participants receiving benefits 2016-01-01 1
Number of other retired or separated participants entitled to future benefits 2016-01-01 0
Total of all active and inactive participants 2016-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 6
Number of participants with account balances 2016-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: VAN HORN, METZ & CO., INC. ESOP 2015 401k membership
Total participants, beginning-of-year 2015-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 5
Number of retired or separated participants receiving benefits 2015-01-01 1
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 6
Number of participants with account balances 2015-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: VAN HORN, METZ & CO., INC. ESOP 2014 401k membership
Total participants, beginning-of-year 2014-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 5
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 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 6
Number of participants with account balances 2014-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: VAN HORN, METZ & CO., INC. ESOP 2013 401k membership
Total participants, beginning-of-year 2013-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 5
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 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 6
Number of participants with account balances 2013-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: VAN HORN, METZ & CO., INC. ESOP 2012 401k membership
Total participants, beginning-of-year 2012-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 6
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 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 6
Number of participants with account balances 2012-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: VAN HORN, METZ & CO., INC. ESOP 2011 401k membership
Total participants, beginning-of-year 2011-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 6
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 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 6
Number of participants with account balances 2011-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: VAN HORN, METZ & CO., INC. ESOP 2010 401k membership
Total participants, beginning-of-year 2010-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 6
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 0
Total of all active and inactive participants 2010-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 6
Number of participants with account balances 2010-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: VAN HORN, METZ & CO., INC. ESOP 2009 401k membership
Total participants, beginning-of-year 2009-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 6
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 2
Total of all active and inactive participants 2009-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 8
Number of participants with account balances 2009-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2023: VAN HORN, METZ & CO., INC. ESOP 2023 401k membership
Total participants, beginning-of-year	2023-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	0
Number of retired or separated participants receiving benefits	2023-01-01	0
Number of other retired or separated participants entitled to future benefits	2023-01-01	0
Total of all active and inactive participants	2023-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	0
Number of participants with account balances	2023-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	0
2022: VAN HORN, METZ & CO., INC. ESOP 2022 401k membership
Total participants, beginning-of-year	2022-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	0
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	0
Total of all active and inactive participants	2022-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	1
Total participants	2022-01-01	1
Number of participants with account balances	2022-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: VAN HORN, METZ & CO., INC. ESOP 2021 401k membership
Total participants, beginning-of-year	2021-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	1
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	0
Total of all active and inactive participants	2021-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	1
Total participants	2021-01-01	2
Number of participants with account balances	2021-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: VAN HORN, METZ & CO., INC. ESOP 2020 401k membership
Total participants, beginning-of-year	2020-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	1
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	0
Total of all active and inactive participants	2020-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	2
Total participants	2020-01-01	3
Number of participants with account balances	2020-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: VAN HORN, METZ & CO., INC. ESOP 2019 401k membership
Total participants, beginning-of-year	2019-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	4
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	0
Total of all active and inactive participants	2019-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	4
Number of participants with account balances	2019-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: VAN HORN, METZ & CO., INC. ESOP 2018 401k membership
Total participants, beginning-of-year	2018-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	4
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	0
Total of all active and inactive participants	2018-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	4
Number of participants with account balances	2018-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: VAN HORN, METZ & CO., INC. ESOP 2017 401k membership
Total participants, beginning-of-year	2017-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	5
Number of retired or separated participants receiving benefits	2017-01-01	1
Number of other retired or separated participants entitled to future benefits	2017-01-01	0
Total of all active and inactive participants	2017-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	6
Number of participants with account balances	2017-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: VAN HORN, METZ & CO., INC. ESOP 2016 401k membership
Total participants, beginning-of-year	2016-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	5
Number of retired or separated participants receiving benefits	2016-01-01	1
Number of other retired or separated participants entitled to future benefits	2016-01-01	0
Total of all active and inactive participants	2016-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	6
Number of participants with account balances	2016-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: VAN HORN, METZ & CO., INC. ESOP 2015 401k membership
Total participants, beginning-of-year	2015-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	5
Number of retired or separated participants receiving benefits	2015-01-01	1
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	6
Number of participants with account balances	2015-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: VAN HORN, METZ & CO., INC. ESOP 2014 401k membership
Total participants, beginning-of-year	2014-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	5
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	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	6
Number of participants with account balances	2014-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: VAN HORN, METZ & CO., INC. ESOP 2013 401k membership
Total participants, beginning-of-year	2013-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	5
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	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	6
Number of participants with account balances	2013-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: VAN HORN, METZ & CO., INC. ESOP 2012 401k membership
Total participants, beginning-of-year	2012-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	6
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	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	6
Number of participants with account balances	2012-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: VAN HORN, METZ & CO., INC. ESOP 2011 401k membership
Total participants, beginning-of-year	2011-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	6
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	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	6
Number of participants with account balances	2011-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: VAN HORN, METZ & CO., INC. ESOP 2010 401k membership
Total participants, beginning-of-year	2010-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	6
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	0
Total of all active and inactive participants	2010-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	6
Number of participants with account balances	2010-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: VAN HORN, METZ & CO., INC. ESOP 2009 401k membership
Total participants, beginning-of-year	2009-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	6
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	2
Total of all active and inactive participants	2009-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	8
Number of participants with account balances	2009-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on VAN HORN, METZ & CO., INC. ESOP

Measure	Date	Value
2023 : VAN HORN, METZ & CO., INC. ESOP 2023 401k financial data
Expenses. Total of all expenses incurred	2023-07-31	$1,750
Total plan assets at end of year	2023-07-31	$0
Total plan assets at beginning of year	2023-07-31	$1,750
Value of fidelity bond covering the plan	2023-07-31	$1,000,000
Net income (gross income less expenses)	2023-07-31	$-1,750
Net plan assets at end of year (total assets less liabilities)	2023-07-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2023-07-31	$1,750
Expenses. Administrative service providers (salaries,fees and commissions)	2023-07-31	$1,750
2022 : VAN HORN, METZ & CO., INC. ESOP 2022 401k financial data
Total income from all sources	2022-12-31	$8,740
Expenses. Total of all expenses incurred	2022-12-31	$470,962
Benefits paid (including direct rollovers)	2022-12-31	$470,962
Total plan assets at end of year	2022-12-31	$1,750
Total plan assets at beginning of year	2022-12-31	$463,972
Value of fidelity bond covering the plan	2022-12-31	$1,000,000
Other income received	2022-12-31	$8,740
Net income (gross income less expenses)	2022-12-31	$-462,222
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$1,750
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$463,972
Assets. Value of employer securities	2022-12-31	$0
2021 : VAN HORN, METZ & CO., INC. ESOP 2021 401k financial data
Total income from all sources	2021-12-31	$252,065
Expenses. Total of all expenses incurred	2021-12-31	$82,650
Benefits paid (including direct rollovers)	2021-12-31	$82,650
Total plan assets at end of year	2021-12-31	$463,972
Total plan assets at beginning of year	2021-12-31	$294,557
Value of fidelity bond covering the plan	2021-12-31	$500,000
Other income received	2021-12-31	$252,065
Net income (gross income less expenses)	2021-12-31	$169,415
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$463,972
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$294,557
Assets. Value of employer securities	2021-12-31	$463,972
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
2020 : VAN HORN, METZ & CO., INC. ESOP 2020 401k financial data
Total income from all sources	2020-12-31	$-73,222
Expenses. Total of all expenses incurred	2020-12-31	$12,262
Benefits paid (including direct rollovers)	2020-12-31	$12,262
Total plan assets at end of year	2020-12-31	$294,557
Total plan assets at beginning of year	2020-12-31	$380,041
Value of fidelity bond covering the plan	2020-12-31	$500,000
Other income received	2020-12-31	$-73,222
Net income (gross income less expenses)	2020-12-31	$-85,484
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$294,557
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$380,041
Assets. Value of employer securities	2020-12-31	$294,557
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
2019 : VAN HORN, METZ & CO., INC. ESOP 2019 401k financial data
Total income from all sources	2019-12-31	$44,755
Total plan assets at end of year	2019-12-31	$380,041
Total plan assets at beginning of year	2019-12-31	$335,286
Value of fidelity bond covering the plan	2019-12-31	$500,000
Other income received	2019-12-31	$44,755
Net income (gross income less expenses)	2019-12-31	$44,755
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$380,041
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$335,286
Assets. Value of employer securities	2019-12-31	$380,041
2018 : VAN HORN, METZ & CO., INC. ESOP 2018 401k financial data
Total income from all sources	2018-12-31	$7,884
Expenses. Total of all expenses incurred	2018-12-31	$49,042
Benefits paid (including direct rollovers)	2018-12-31	$49,042
Total plan assets at end of year	2018-12-31	$335,286
Total plan assets at beginning of year	2018-12-31	$376,444
Value of fidelity bond covering the plan	2018-12-31	$400,000
Other income received	2018-12-31	$7,884
Net income (gross income less expenses)	2018-12-31	$-41,158
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$335,286
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$376,444
Assets. Value of employer securities	2018-12-31	$335,286
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
2017 : VAN HORN, METZ & CO., INC. ESOP 2017 401k financial data
Total income from all sources	2017-12-31	$5,772
Expenses. Total of all expenses incurred	2017-12-31	$28,006
Benefits paid (including direct rollovers)	2017-12-31	$28,006
Total plan assets at end of year	2017-12-31	$376,444
Total plan assets at beginning of year	2017-12-31	$398,678
Value of fidelity bond covering the plan	2017-12-31	$3,500,000
Other income received	2017-12-31	$5,772
Net income (gross income less expenses)	2017-12-31	$-22,234
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$376,444
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$398,678
Assets. Value of employer securities	2017-12-31	$376,444
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : VAN HORN, METZ & CO., INC. ESOP 2016 401k financial data
Total income from all sources	2016-12-31	$17,065
Expenses. Total of all expenses incurred	2016-12-31	$26,807
Benefits paid (including direct rollovers)	2016-12-31	$26,807
Total plan assets at end of year	2016-12-31	$398,678
Total plan assets at beginning of year	2016-12-31	$408,420
Value of fidelity bond covering the plan	2016-12-31	$3,000,000
Other income received	2016-12-31	$17,065
Net income (gross income less expenses)	2016-12-31	$-9,742
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$398,678
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$408,420
Assets. Value of employer securities	2016-12-31	$398,678
2015 : VAN HORN, METZ & CO., INC. ESOP 2015 401k financial data
Total income from all sources	2015-12-31	$20,446
Expenses. Total of all expenses incurred	2015-12-31	$25,465
Benefits paid (including direct rollovers)	2015-12-31	$25,465
Total plan assets at end of year	2015-12-31	$408,420
Total plan assets at beginning of year	2015-12-31	$413,439
Value of fidelity bond covering the plan	2015-12-31	$3,000,000
Other income received	2015-12-31	$20,446
Net income (gross income less expenses)	2015-12-31	$-5,019
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$408,420
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$413,439
Assets. Value of employer securities	2015-12-31	$408,420
2014 : VAN HORN, METZ & CO., INC. ESOP 2014 401k financial data
Total income from all sources	2014-12-31	$7,019
Expenses. Total of all expenses incurred	2014-12-31	$25,033
Benefits paid (including direct rollovers)	2014-12-31	$25,033
Total plan assets at end of year	2014-12-31	$413,439
Total plan assets at beginning of year	2014-12-31	$431,453
Value of fidelity bond covering the plan	2014-12-31	$3,000,000
Other income received	2014-12-31	$7,019
Net income (gross income less expenses)	2014-12-31	$-18,014
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$413,439
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$431,453
Assets. Value of employer securities	2014-12-31	$413,439
2013 : VAN HORN, METZ & CO., INC. ESOP 2013 401k financial data
Total income from all sources	2013-12-31	$28,122
Expenses. Total of all expenses incurred	2013-12-31	$0
Total plan assets at end of year	2013-12-31	$431,453
Total plan assets at beginning of year	2013-12-31	$403,331
Value of fidelity bond covering the plan	2013-12-31	$3,000,000
Other income received	2013-12-31	$28,122
Net income (gross income less expenses)	2013-12-31	$28,122
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$431,453
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$403,331
Assets. Value of employer securities	2013-12-31	$431,453
2012 : VAN HORN, METZ & CO., INC. ESOP 2012 401k financial data
Total income from all sources	2012-12-31	$-10,143
Expenses. Total of all expenses incurred	2012-12-31	$0
Total plan assets at end of year	2012-12-31	$403,331
Total plan assets at beginning of year	2012-12-31	$413,474
Value of fidelity bond covering the plan	2012-12-31	$3,000,000
Other income received	2012-12-31	$-10,143
Net income (gross income less expenses)	2012-12-31	$-10,143
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$403,331
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$413,474
Assets. Value of employer securities	2012-12-31	$403,331
2011 : VAN HORN, METZ & CO., INC. ESOP 2011 401k financial data
Total income from all sources	2011-12-31	$52,523
Expenses. Total of all expenses incurred	2011-12-31	$0
Total plan assets at end of year	2011-12-31	$413,474
Total plan assets at beginning of year	2011-12-31	$360,951
Value of fidelity bond covering the plan	2011-12-31	$3,000,000
Other income received	2011-12-31	$52,523
Net income (gross income less expenses)	2011-12-31	$52,523
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$413,474
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$360,951
Assets. Value of employer securities	2011-12-31	$413,474
2010 : VAN HORN, METZ & CO., INC. ESOP 2010 401k financial data
Total income from all sources	2010-12-31	$-4,673
Expenses. Total of all expenses incurred	2010-12-31	$95,718
Benefits paid (including direct rollovers)	2010-12-31	$95,718
Total plan assets at end of year	2010-12-31	$360,951
Total plan assets at beginning of year	2010-12-31	$461,342
Value of fidelity bond covering the plan	2010-12-31	$3,000,000
Total contributions received or receivable from participants	2010-12-31	$0
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$-4,673
Noncash contributions received	2010-12-31	$0
Net income (gross income less expenses)	2010-12-31	$-100,391
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$360,951
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$461,342
Assets. Value of employer securities	2010-12-31	$360,951
Total contributions received or receivable from employer(s)	2010-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : VAN HORN, METZ & CO., INC. ESOP 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 VAN HORN, METZ & CO., INC. ESOP

2023: VAN HORN, METZ & CO., INC. ESOP 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	This submission is the final filing	Yes
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: VAN HORN, METZ & CO., INC. ESOP 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: VAN HORN, METZ & CO., INC. ESOP 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: VAN HORN, METZ & CO., INC. ESOP 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: VAN HORN, METZ & CO., INC. ESOP 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: VAN HORN, METZ & CO., INC. ESOP 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: VAN HORN, METZ & CO., INC. ESOP 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: VAN HORN, METZ & CO., INC. ESOP 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: VAN HORN, METZ & CO., INC. ESOP 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: VAN HORN, METZ & CO., INC. ESOP 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: VAN HORN, METZ & CO., INC. ESOP 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: VAN HORN, METZ & CO., INC. ESOP 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: VAN HORN, METZ & CO., INC. ESOP 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: VAN HORN, METZ & CO., INC. ESOP 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: VAN HORN, METZ & CO., INC. ESOP 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

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Company Name:	VAN HORN, METZ & CO., INC.
Employer identification number (EIN):	231337328
NAIC Classification:	424600