THOMAS F HEINEN, PA has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan THOMAS F HEINEN, PA 401 (K) PLAN
| Measure | Date | Value |
|---|
| 2022: THOMAS F HEINEN, PA 401 (K) PLAN 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-11-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-11-01 | 3 |
| Total of all active and inactive participants | 2022-11-01 | 3 |
| Total participants | 2022-11-01 | 3 |
| Number of participants with account balances | 2022-11-01 | 3 |
| 2021: THOMAS F HEINEN, PA 401 (K) PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-11-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-11-01 | 2 |
| Total of all active and inactive participants | 2021-11-01 | 2 |
| Total participants | 2021-11-01 | 2 |
| Number of participants with account balances | 2021-11-01 | 2 |
| 2020: THOMAS F HEINEN, PA 401 (K) PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-11-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-11-01 | 2 |
| Total of all active and inactive participants | 2020-11-01 | 2 |
| Total participants | 2020-11-01 | 2 |
| Number of participants with account balances | 2020-11-01 | 2 |
| 2019: THOMAS F HEINEN, PA 401 (K) PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-11-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-11-01 | 2 |
| Total of all active and inactive participants | 2019-11-01 | 2 |
| Total participants | 2019-11-01 | 2 |
| Number of participants with account balances | 2019-11-01 | 2 |
| 2018: THOMAS F HEINEN, PA 401 (K) PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-11-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-11-01 | 2 |
| Total of all active and inactive participants | 2018-11-01 | 2 |
| Total participants | 2018-11-01 | 2 |
| Total participants, beginning-of-year | 2018-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 2 |
| Total of all active and inactive participants | 2018-01-01 | 2 |
| Total participants | 2018-01-01 | 2 |
| 2017: THOMAS F HEINEN, PA 401 (K) PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-11-01 | 0 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-11-01 | 2 |
| Total of all active and inactive participants | 2017-11-01 | 2 |
| Total participants | 2017-11-01 | 2 |
| 2016: THOMAS F HEINEN, PA 401 (K) PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-11-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-11-01 | 2 |
| Total of all active and inactive participants | 2016-11-01 | 2 |
| Total participants | 2016-11-01 | 2 |
| Number of participants with account balances | 2016-11-01 | 2 |
| 2015: THOMAS F HEINEN, PA 401 (K) PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-11-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2015-11-01 | 1 |
| Total of all active and inactive participants | 2015-11-01 | 1 |
| Total participants | 2015-11-01 | 1 |
| Number of participants with account balances | 2015-11-01 | 3 |
| 2014: THOMAS F HEINEN, PA 401 (K) PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-11-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-11-01 | 2 |
| Number of other retired or separated participants entitled to future benefits | 2014-11-01 | 1 |
| Total of all active and inactive participants | 2014-11-01 | 3 |
| Total participants | 2014-11-01 | 3 |
| 2013: THOMAS F HEINEN, PA 401 (K) PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-11-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-11-01 | 2 |
| Number of other retired or separated participants entitled to future benefits | 2013-11-01 | 1 |
| Total of all active and inactive participants | 2013-11-01 | 3 |
| Total participants | 2013-11-01 | 3 |
| Number of participants with account balances | 2013-11-01 | 3 |
| 2012: THOMAS F HEINEN, PA 401 (K) PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-11-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-11-01 | 2 |
| Number of other retired or separated participants entitled to future benefits | 2012-11-01 | 1 |
| Total of all active and inactive participants | 2012-11-01 | 3 |
| Total participants | 2012-11-01 | 3 |
| 2011: THOMAS F HEINEN, PA 401 (K) PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-11-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-11-01 | 2 |
| Number of other retired or separated participants entitled to future benefits | 2011-11-01 | 1 |
| Total of all active and inactive participants | 2011-11-01 | 3 |
| Total participants | 2011-11-01 | 3 |
| 2010: THOMAS F HEINEN, PA 401 (K) PLAN 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-11-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-11-01 | 2 |
| Number of other retired or separated participants entitled to future benefits | 2010-11-01 | 2 |
| Total of all active and inactive participants | 2010-11-01 | 4 |
| Total participants | 2010-11-01 | 4 |
| Number of participants with account balances | 2010-11-01 | 4 |
| 2009: THOMAS F HEINEN, PA 401 (K) PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-11-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-11-01 | 2 |
| Number of other retired or separated participants entitled to future benefits | 2009-11-01 | 2 |
| Total of all active and inactive participants | 2009-11-01 | 4 |
| Total participants | 2009-11-01 | 4 |
| Number of participants with account balances | 2009-11-01 | 4 |
| Measure | Date | Value |
|---|
| 2023 : THOMAS F HEINEN, PA 401 (K) PLAN 2023 401k financial data |
|---|
| Total income from all sources | 2023-10-31 | $190,531 |
| Expenses. Total of all expenses incurred | 2023-10-31 | $5,720 |
| Total plan assets at end of year | 2023-10-31 | $2,173,251 |
| Total plan assets at beginning of year | 2023-10-31 | $1,988,440 |
| Value of fidelity bond covering the plan | 2023-10-31 | $200,000 |
| Total contributions received or receivable from participants | 2023-10-31 | $30,349 |
| Expenses. Other expenses not covered elsewhere | 2023-10-31 | $5,720 |
| Other income received | 2023-10-31 | $104,813 |
| Net income (gross income less expenses) | 2023-10-31 | $184,811 |
| Net plan assets at end of year (total assets less liabilities) | 2023-10-31 | $2,173,251 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-10-31 | $1,988,440 |
| Total contributions received or receivable from employer(s) | 2023-10-31 | $55,369 |
| 2022 : THOMAS F HEINEN, PA 401 (K) PLAN 2022 401k financial data |
|---|
| Total income from all sources | 2022-10-31 | $-433,520 |
| Expenses. Total of all expenses incurred | 2022-10-31 | $5,284 |
| Total plan assets at end of year | 2022-10-31 | $1,988,440 |
| Total plan assets at beginning of year | 2022-10-31 | $2,427,244 |
| Value of fidelity bond covering the plan | 2022-10-31 | $200,000 |
| Total contributions received or receivable from participants | 2022-10-31 | $22,706 |
| Expenses. Other expenses not covered elsewhere | 2022-10-31 | $5,284 |
| Other income received | 2022-10-31 | $-508,442 |
| Net income (gross income less expenses) | 2022-10-31 | $-438,804 |
| Net plan assets at end of year (total assets less liabilities) | 2022-10-31 | $1,988,440 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-10-31 | $2,427,244 |
| Total contributions received or receivable from employer(s) | 2022-10-31 | $52,216 |
| 2021 : THOMAS F HEINEN, PA 401 (K) PLAN 2021 401k financial data |
|---|
| Total income from all sources | 2021-10-31 | $687,734 |
| Expenses. Total of all expenses incurred | 2021-10-31 | $2,650 |
| Total plan assets at end of year | 2021-10-31 | $2,427,244 |
| Total plan assets at beginning of year | 2021-10-31 | $1,742,160 |
| Value of fidelity bond covering the plan | 2021-10-31 | $200,000 |
| Total contributions received or receivable from participants | 2021-10-31 | $34,917 |
| Expenses. Other expenses not covered elsewhere | 2021-10-31 | $2,650 |
| Other income received | 2021-10-31 | $591,368 |
| Net income (gross income less expenses) | 2021-10-31 | $685,084 |
| Net plan assets at end of year (total assets less liabilities) | 2021-10-31 | $2,427,244 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-10-31 | $1,742,160 |
| Total contributions received or receivable from employer(s) | 2021-10-31 | $61,449 |
| 2020 : THOMAS F HEINEN, PA 401 (K) PLAN 2020 401k financial data |
|---|
| Total income from all sources | 2020-10-31 | $-124,202 |
| Expenses. Total of all expenses incurred | 2020-10-31 | $4,931 |
| Total plan assets at end of year | 2020-10-31 | $1,742,160 |
| Total plan assets at beginning of year | 2020-10-31 | $1,871,293 |
| Value of fidelity bond covering the plan | 2020-10-31 | $200,000 |
| Total contributions received or receivable from participants | 2020-10-31 | $32,495 |
| Expenses. Other expenses not covered elsewhere | 2020-10-31 | $4,931 |
| Other income received | 2020-10-31 | $-219,477 |
| Net income (gross income less expenses) | 2020-10-31 | $-129,133 |
| Net plan assets at end of year (total assets less liabilities) | 2020-10-31 | $1,742,160 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-10-31 | $1,871,293 |
| Total contributions received or receivable from employer(s) | 2020-10-31 | $62,780 |
| 2019 : THOMAS F HEINEN, PA 401 (K) PLAN 2019 401k financial data |
|---|
| Total income from all sources | 2019-10-31 | $231,703 |
| Expenses. Total of all expenses incurred | 2019-10-31 | $4,679 |
| Total plan assets at end of year | 2019-10-31 | $1,871,293 |
| Total plan assets at beginning of year | 2019-10-31 | $1,644,269 |
| Value of fidelity bond covering the plan | 2019-10-31 | $200,000 |
| Total contributions received or receivable from participants | 2019-10-31 | $41,859 |
| Expenses. Other expenses not covered elsewhere | 2019-10-31 | $4,679 |
| Other income received | 2019-10-31 | $140,748 |
| Net income (gross income less expenses) | 2019-10-31 | $227,024 |
| Net plan assets at end of year (total assets less liabilities) | 2019-10-31 | $1,871,293 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-10-31 | $1,644,269 |
| Total contributions received or receivable from employer(s) | 2019-10-31 | $49,096 |
| 2018 : THOMAS F HEINEN, PA 401 (K) PLAN 2018 401k financial data |
|---|
| Total income from all sources | 2018-12-31 | $231,703 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $4,679 |
| Total plan assets at end of year | 2018-12-31 | $1,871,293 |
| Total plan assets at beginning of year | 2018-12-31 | $1,644,269 |
| Value of fidelity bond covering the plan | 2018-12-31 | $200,000 |
| Total contributions received or receivable from participants | 2018-12-31 | $41,859 |
| Expenses. Other expenses not covered elsewhere | 2018-12-31 | $4,679 |
| Other income received | 2018-12-31 | $140,748 |
| Net income (gross income less expenses) | 2018-12-31 | $227,024 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $1,871,293 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $1,644,269 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $49,096 |
| Total income from all sources | 2018-10-31 | $276 |
| Expenses. Total of all expenses incurred | 2018-10-31 | $4,391 |
| Total plan assets at end of year | 2018-10-31 | $1,644,269 |
| Total plan assets at beginning of year | 2018-10-31 | $1,648,384 |
| Value of fidelity bond covering the plan | 2018-10-31 | $200,000 |
| Total contributions received or receivable from participants | 2018-10-31 | $36,063 |
| Expenses. Other expenses not covered elsewhere | 2018-10-31 | $4,391 |
| Other income received | 2018-10-31 | $-86,429 |
| Net income (gross income less expenses) | 2018-10-31 | $-4,115 |
| Net plan assets at end of year (total assets less liabilities) | 2018-10-31 | $1,644,269 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-10-31 | $1,648,384 |
| Total contributions received or receivable from employer(s) | 2018-10-31 | $50,642 |
| 2017 : THOMAS F HEINEN, PA 401 (K) PLAN 2017 401k financial data |
|---|
| Total income from all sources | 2017-10-31 | $312,520 |
| Expenses. Total of all expenses incurred | 2017-10-31 | $111,980 |
| Benefits paid (including direct rollovers) | 2017-10-31 | $107,583 |
| Total plan assets at end of year | 2017-10-31 | $1,648,384 |
| Total plan assets at beginning of year | 2017-10-31 | $1,447,844 |
| Value of fidelity bond covering the plan | 2017-10-31 | $200,000 |
| Total contributions received or receivable from participants | 2017-10-31 | $37,596 |
| Expenses. Other expenses not covered elsewhere | 2017-10-31 | $4,397 |
| Other income received | 2017-10-31 | $227,583 |
| Net income (gross income less expenses) | 2017-10-31 | $200,540 |
| Net plan assets at end of year (total assets less liabilities) | 2017-10-31 | $1,648,384 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-10-31 | $1,447,844 |
| Total contributions received or receivable from employer(s) | 2017-10-31 | $47,341 |
| 2016 : THOMAS F HEINEN, PA 401 (K) PLAN 2016 401k financial data |
|---|
| Total income from all sources | 2016-10-31 | $35,313 |
| Expenses. Total of all expenses incurred | 2016-10-31 | $4,547 |
| Total plan assets at end of year | 2016-10-31 | $1,447,844 |
| Total plan assets at beginning of year | 2016-10-31 | $1,417,078 |
| Value of fidelity bond covering the plan | 2016-10-31 | $200,000 |
| Total contributions received or receivable from participants | 2016-10-31 | $35,310 |
| Expenses. Other expenses not covered elsewhere | 2016-10-31 | $4,547 |
| Other income received | 2016-10-31 | $-48,561 |
| Net income (gross income less expenses) | 2016-10-31 | $30,766 |
| Net plan assets at end of year (total assets less liabilities) | 2016-10-31 | $1,447,844 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-10-31 | $1,417,078 |
| Total contributions received or receivable from employer(s) | 2016-10-31 | $48,564 |
| 2015 : THOMAS F HEINEN, PA 401 (K) PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-10-31 | $67,084 |
| Expenses. Total of all expenses incurred | 2015-10-31 | $4,286 |
| Total plan assets at end of year | 2015-10-31 | $1,417,078 |
| Total plan assets at beginning of year | 2015-10-31 | $1,354,280 |
| Value of fidelity bond covering the plan | 2015-10-31 | $200,000 |
| Total contributions received or receivable from participants | 2015-10-31 | $34,287 |
| Expenses. Other expenses not covered elsewhere | 2015-10-31 | $4,286 |
| Other income received | 2015-10-31 | $-13,927 |
| Net income (gross income less expenses) | 2015-10-31 | $62,798 |
| Net plan assets at end of year (total assets less liabilities) | 2015-10-31 | $1,417,078 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-10-31 | $1,354,280 |
| Total contributions received or receivable from employer(s) | 2015-10-31 | $46,724 |
| 2014 : THOMAS F HEINEN, PA 401 (K) PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-10-31 | $143,983 |
| Expenses. Total of all expenses incurred | 2014-10-31 | $4,081 |
| Benefits paid (including direct rollovers) | 2014-10-31 | $160 |
| Total plan assets at end of year | 2014-10-31 | $1,354,280 |
| Total plan assets at beginning of year | 2014-10-31 | $1,214,378 |
| Value of fidelity bond covering the plan | 2014-10-31 | $200,000 |
| Total contributions received or receivable from participants | 2014-10-31 | $33,113 |
| Expenses. Other expenses not covered elsewhere | 2014-10-31 | $3,921 |
| Other income received | 2014-10-31 | $74,091 |
| Net income (gross income less expenses) | 2014-10-31 | $139,902 |
| Net plan assets at end of year (total assets less liabilities) | 2014-10-31 | $1,354,280 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-10-31 | $1,214,378 |
| Total contributions received or receivable from employer(s) | 2014-10-31 | $36,779 |
| 2013 : THOMAS F HEINEN, PA 401 (K) PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-10-31 | $236,398 |
| Expenses. Total of all expenses incurred | 2013-10-31 | $3,525 |
| Total plan assets at end of year | 2013-10-31 | $1,214,378 |
| Total plan assets at beginning of year | 2013-10-31 | $981,505 |
| Value of fidelity bond covering the plan | 2013-10-31 | $200,000 |
| Total contributions received or receivable from participants | 2013-10-31 | $35,075 |
| Expenses. Other expenses not covered elsewhere | 2013-10-31 | $3,525 |
| Other income received | 2013-10-31 | $165,153 |
| Net income (gross income less expenses) | 2013-10-31 | $232,873 |
| Net plan assets at end of year (total assets less liabilities) | 2013-10-31 | $1,214,378 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-10-31 | $981,505 |
| Total contributions received or receivable from employer(s) | 2013-10-31 | $36,170 |
| 2012 : THOMAS F HEINEN, PA 401 (K) PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-10-31 | $155,960 |
| Expenses. Total of all expenses incurred | 2012-10-31 | $110,786 |
| Benefits paid (including direct rollovers) | 2012-10-31 | $107,521 |
| Total plan assets at end of year | 2012-10-31 | $981,505 |
| Total plan assets at beginning of year | 2012-10-31 | $936,331 |
| Value of fidelity bond covering the plan | 2012-10-31 | $100,000 |
| Total contributions received or receivable from participants | 2012-10-31 | $29,075 |
| Expenses. Other expenses not covered elsewhere | 2012-10-31 | $3,265 |
| Other income received | 2012-10-31 | $91,760 |
| Net income (gross income less expenses) | 2012-10-31 | $45,174 |
| Net plan assets at end of year (total assets less liabilities) | 2012-10-31 | $981,505 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-10-31 | $936,331 |
| Total contributions received or receivable from employer(s) | 2012-10-31 | $35,125 |
| 2011 : THOMAS F HEINEN, PA 401 (K) PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-10-31 | $81,130 |
| Expenses. Total of all expenses incurred | 2011-10-31 | $80 |
| Total plan assets at end of year | 2011-10-31 | $936,331 |
| Total plan assets at beginning of year | 2011-10-31 | $855,281 |
| Value of fidelity bond covering the plan | 2011-10-31 | $100,000 |
| Total contributions received or receivable from participants | 2011-10-31 | $39,481 |
| Other income received | 2011-10-31 | $11,073 |
| Net income (gross income less expenses) | 2011-10-31 | $81,050 |
| Net plan assets at end of year (total assets less liabilities) | 2011-10-31 | $936,331 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-10-31 | $855,281 |
| Total contributions received or receivable from employer(s) | 2011-10-31 | $30,576 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-10-31 | $80 |
