401k Plan data: HENRY M. SWEENY COMPANY MONEY PURCHASE PENSION PLAN plan

HENRY M. SWEENY COMPANY MONEY PURCHASE PENSION PLAN 401k Plan overview

Plan Name	HENRY M. SWEENY COMPANY MONEY PURCHASE PENSION PLAN
Plan identification number	002

HENRY M. SWEENY COMPANY MONEY PURCHASE PENSION PLAN Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	Money purchase (other than target benefit)

401k Sponsoring company profile

HENRY M. SWEENY COMPANY has sponsored the creation of one or more 401k plans.

Company Name: HENRY M. SWEENY COMPANY

Employer identification number (EIN): 530178147

NAIC Classification: 423700

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HENRY M. SWEENY COMPANY MONEY PURCHASE PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-11-01
002 2021-11-01
002 2020-11-01
002 2019-11-01
002 2018-11-01
002 2017-11-01 ANGELOS BACKUS
002 2016-11-01 ANGELOS BACKUS
002 2015-11-01 ANGELOS BACKUS
002 2014-11-01 ANGELOS BACKUS
002 2013-11-01 ANGELOS BACKUS
002 2012-11-01 ANGELOS BACKUS
002 2011-11-01 ANGELOS BACKUS
002 2010-11-01 ANGELOS BACKUS
002 2009-11-01 ANGELOS BACKUS

Plan Statistics for HENRY M. SWEENY COMPANY MONEY PURCHASE PENSION PLAN

401k plan membership statisitcs for HENRY M. SWEENY COMPANY MONEY PURCHASE PENSION PLAN

Measure Date Value
2022: HENRY M. SWEENY COMPANY MONEY PURCHASE PENSION PLAN 2022 401k membership
Total participants, beginning-of-year 2022-11-01 14
Total number of active participants reported on line 7a of the Form 5500 2022-11-01 14
Number of other retired or separated participants entitled to future benefits 2022-11-01 4
Total of all active and inactive participants 2022-11-01 18
Total participants 2022-11-01 18
Number of participants with account balances 2022-11-01 18
2021: HENRY M. SWEENY COMPANY MONEY PURCHASE PENSION PLAN 2021 401k membership
Total participants, beginning-of-year 2021-11-01 13
Total number of active participants reported on line 7a of the Form 5500 2021-11-01 10
Number of other retired or separated participants entitled to future benefits 2021-11-01 4
Total of all active and inactive participants 2021-11-01 14
Total participants 2021-11-01 14
Number of participants with account balances 2021-11-01 14
2020: HENRY M. SWEENY COMPANY MONEY PURCHASE PENSION PLAN 2020 401k membership
Total participants, beginning-of-year 2020-11-01 15
Total number of active participants reported on line 7a of the Form 5500 2020-11-01 9
Number of other retired or separated participants entitled to future benefits 2020-11-01 4
Total of all active and inactive participants 2020-11-01 13
Total participants 2020-11-01 13
Number of participants with account balances 2020-11-01 13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-11-01 2
2019: HENRY M. SWEENY COMPANY MONEY PURCHASE PENSION PLAN 2019 401k membership
Total participants, beginning-of-year 2019-11-01 16
Total number of active participants reported on line 7a of the Form 5500 2019-11-01 11
Number of other retired or separated participants entitled to future benefits 2019-11-01 4
Total of all active and inactive participants 2019-11-01 15
Total participants 2019-11-01 15
Number of participants with account balances 2019-11-01 15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-11-01 1
2018: HENRY M. SWEENY COMPANY MONEY PURCHASE PENSION PLAN 2018 401k membership
Total participants, beginning-of-year 2018-11-01 18
Total number of active participants reported on line 7a of the Form 5500 2018-11-01 11
Number of other retired or separated participants entitled to future benefits 2018-11-01 5
Total of all active and inactive participants 2018-11-01 16
Total participants 2018-11-01 16
Number of participants with account balances 2018-11-01 16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-11-01 2
2017: HENRY M. SWEENY COMPANY MONEY PURCHASE PENSION PLAN 2017 401k membership
Total participants, beginning-of-year 2017-11-01 18
Total number of active participants reported on line 7a of the Form 5500 2017-11-01 12
Number of other retired or separated participants entitled to future benefits 2017-11-01 6
Total of all active and inactive participants 2017-11-01 18
Total participants 2017-11-01 18
Number of participants with account balances 2017-11-01 18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-11-01 2
2016: HENRY M. SWEENY COMPANY MONEY PURCHASE PENSION PLAN 2016 401k membership
Total participants, beginning-of-year 2016-11-01 16
Total number of active participants reported on line 7a of the Form 5500 2016-11-01 12
Number of other retired or separated participants entitled to future benefits 2016-11-01 6
Total of all active and inactive participants 2016-11-01 18
Total participants 2016-11-01 18
Number of participants with account balances 2016-11-01 18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-11-01 3
2015: HENRY M. SWEENY COMPANY MONEY PURCHASE PENSION PLAN 2015 401k membership
Total participants, beginning-of-year 2015-11-01 19
Total number of active participants reported on line 7a of the Form 5500 2015-11-01 13
Number of other retired or separated participants entitled to future benefits 2015-11-01 3
Total of all active and inactive participants 2015-11-01 16
Total participants 2015-11-01 16
Number of participants with account balances 2015-11-01 16
2014: HENRY M. SWEENY COMPANY MONEY PURCHASE PENSION PLAN 2014 401k membership
Total participants, beginning-of-year 2014-11-01 15
Total number of active participants reported on line 7a of the Form 5500 2014-11-01 13
Number of other retired or separated participants entitled to future benefits 2014-11-01 5
Total of all active and inactive participants 2014-11-01 18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-11-01 1
Total participants 2014-11-01 19
Number of participants with account balances 2014-11-01 19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-11-01 2
2013: HENRY M. SWEENY COMPANY MONEY PURCHASE PENSION PLAN 2013 401k membership
Total participants, beginning-of-year 2013-11-01 15
Total number of active participants reported on line 7a of the Form 5500 2013-11-01 11
Number of other retired or separated participants entitled to future benefits 2013-11-01 4
Total of all active and inactive participants 2013-11-01 15
Total participants 2013-11-01 15
Number of participants with account balances 2013-11-01 15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-11-01 2
2012: HENRY M. SWEENY COMPANY MONEY PURCHASE PENSION PLAN 2012 401k membership
Total participants, beginning-of-year 2012-11-01 15
Total number of active participants reported on line 7a of the Form 5500 2012-11-01 12
Number of other retired or separated participants entitled to future benefits 2012-11-01 3
Total of all active and inactive participants 2012-11-01 15
Total participants 2012-11-01 15
Number of participants with account balances 2012-11-01 15
2011: HENRY M. SWEENY COMPANY MONEY PURCHASE PENSION PLAN 2011 401k membership
Total participants, beginning-of-year 2011-11-01 14
Total number of active participants reported on line 7a of the Form 5500 2011-11-01 13
Number of other retired or separated participants entitled to future benefits 2011-11-01 2
Total of all active and inactive participants 2011-11-01 15
Total participants 2011-11-01 15
Number of participants with account balances 2011-11-01 15
2010: HENRY M. SWEENY COMPANY MONEY PURCHASE PENSION PLAN 2010 401k membership
Total participants, beginning-of-year 2010-11-01 13
Total number of active participants reported on line 7a of the Form 5500 2010-11-01 13
Number of other retired or separated participants entitled to future benefits 2010-11-01 1
Total of all active and inactive participants 2010-11-01 14
Total participants 2010-11-01 14
Number of participants with account balances 2010-11-01 14
2009: HENRY M. SWEENY COMPANY MONEY PURCHASE PENSION PLAN 2009 401k membership
Total participants, beginning-of-year 2009-11-01 15
Total number of active participants reported on line 7a of the Form 5500 2009-11-01 11
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 13
Total participants 2009-11-01 13
Number of participants with account balances 2009-11-01 13

Measure	Date	Value
2022: HENRY M. SWEENY COMPANY MONEY PURCHASE PENSION PLAN 2022 401k membership
Total participants, beginning-of-year	2022-11-01	14
Total number of active participants reported on line 7a of the Form 5500	2022-11-01	14
Number of other retired or separated participants entitled to future benefits	2022-11-01	4
Total of all active and inactive participants	2022-11-01	18
Total participants	2022-11-01	18
Number of participants with account balances	2022-11-01	18
2021: HENRY M. SWEENY COMPANY MONEY PURCHASE PENSION PLAN 2021 401k membership
Total participants, beginning-of-year	2021-11-01	13
Total number of active participants reported on line 7a of the Form 5500	2021-11-01	10
Number of other retired or separated participants entitled to future benefits	2021-11-01	4
Total of all active and inactive participants	2021-11-01	14
Total participants	2021-11-01	14
Number of participants with account balances	2021-11-01	14
2020: HENRY M. SWEENY COMPANY MONEY PURCHASE PENSION PLAN 2020 401k membership
Total participants, beginning-of-year	2020-11-01	15
Total number of active participants reported on line 7a of the Form 5500	2020-11-01	9
Number of other retired or separated participants entitled to future benefits	2020-11-01	4
Total of all active and inactive participants	2020-11-01	13
Total participants	2020-11-01	13
Number of participants with account balances	2020-11-01	13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-11-01	2
2019: HENRY M. SWEENY COMPANY MONEY PURCHASE PENSION PLAN 2019 401k membership
Total participants, beginning-of-year	2019-11-01	16
Total number of active participants reported on line 7a of the Form 5500	2019-11-01	11
Number of other retired or separated participants entitled to future benefits	2019-11-01	4
Total of all active and inactive participants	2019-11-01	15
Total participants	2019-11-01	15
Number of participants with account balances	2019-11-01	15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-11-01	1
2018: HENRY M. SWEENY COMPANY MONEY PURCHASE PENSION PLAN 2018 401k membership
Total participants, beginning-of-year	2018-11-01	18
Total number of active participants reported on line 7a of the Form 5500	2018-11-01	11
Number of other retired or separated participants entitled to future benefits	2018-11-01	5
Total of all active and inactive participants	2018-11-01	16
Total participants	2018-11-01	16
Number of participants with account balances	2018-11-01	16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-11-01	2
2017: HENRY M. SWEENY COMPANY MONEY PURCHASE PENSION PLAN 2017 401k membership
Total participants, beginning-of-year	2017-11-01	18
Total number of active participants reported on line 7a of the Form 5500	2017-11-01	12
Number of other retired or separated participants entitled to future benefits	2017-11-01	6
Total of all active and inactive participants	2017-11-01	18
Total participants	2017-11-01	18
Number of participants with account balances	2017-11-01	18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-11-01	2
2016: HENRY M. SWEENY COMPANY MONEY PURCHASE PENSION PLAN 2016 401k membership
Total participants, beginning-of-year	2016-11-01	16
Total number of active participants reported on line 7a of the Form 5500	2016-11-01	12
Number of other retired or separated participants entitled to future benefits	2016-11-01	6
Total of all active and inactive participants	2016-11-01	18
Total participants	2016-11-01	18
Number of participants with account balances	2016-11-01	18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-11-01	3
2015: HENRY M. SWEENY COMPANY MONEY PURCHASE PENSION PLAN 2015 401k membership
Total participants, beginning-of-year	2015-11-01	19
Total number of active participants reported on line 7a of the Form 5500	2015-11-01	13
Number of other retired or separated participants entitled to future benefits	2015-11-01	3
Total of all active and inactive participants	2015-11-01	16
Total participants	2015-11-01	16
Number of participants with account balances	2015-11-01	16
2014: HENRY M. SWEENY COMPANY MONEY PURCHASE PENSION PLAN 2014 401k membership
Total participants, beginning-of-year	2014-11-01	15
Total number of active participants reported on line 7a of the Form 5500	2014-11-01	13
Number of other retired or separated participants entitled to future benefits	2014-11-01	5
Total of all active and inactive participants	2014-11-01	18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-11-01	1
Total participants	2014-11-01	19
Number of participants with account balances	2014-11-01	19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-11-01	2
2013: HENRY M. SWEENY COMPANY MONEY PURCHASE PENSION PLAN 2013 401k membership
Total participants, beginning-of-year	2013-11-01	15
Total number of active participants reported on line 7a of the Form 5500	2013-11-01	11
Number of other retired or separated participants entitled to future benefits	2013-11-01	4
Total of all active and inactive participants	2013-11-01	15
Total participants	2013-11-01	15
Number of participants with account balances	2013-11-01	15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-11-01	2
2012: HENRY M. SWEENY COMPANY MONEY PURCHASE PENSION PLAN 2012 401k membership
Total participants, beginning-of-year	2012-11-01	15
Total number of active participants reported on line 7a of the Form 5500	2012-11-01	12
Number of other retired or separated participants entitled to future benefits	2012-11-01	3
Total of all active and inactive participants	2012-11-01	15
Total participants	2012-11-01	15
Number of participants with account balances	2012-11-01	15
2011: HENRY M. SWEENY COMPANY MONEY PURCHASE PENSION PLAN 2011 401k membership
Total participants, beginning-of-year	2011-11-01	14
Total number of active participants reported on line 7a of the Form 5500	2011-11-01	13
Number of other retired or separated participants entitled to future benefits	2011-11-01	2
Total of all active and inactive participants	2011-11-01	15
Total participants	2011-11-01	15
Number of participants with account balances	2011-11-01	15
2010: HENRY M. SWEENY COMPANY MONEY PURCHASE PENSION PLAN 2010 401k membership
Total participants, beginning-of-year	2010-11-01	13
Total number of active participants reported on line 7a of the Form 5500	2010-11-01	13
Number of other retired or separated participants entitled to future benefits	2010-11-01	1
Total of all active and inactive participants	2010-11-01	14
Total participants	2010-11-01	14
Number of participants with account balances	2010-11-01	14
2009: HENRY M. SWEENY COMPANY MONEY PURCHASE PENSION PLAN 2009 401k membership
Total participants, beginning-of-year	2009-11-01	15
Total number of active participants reported on line 7a of the Form 5500	2009-11-01	11
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	13
Total participants	2009-11-01	13
Number of participants with account balances	2009-11-01	13

Financial Data on HENRY M. SWEENY COMPANY MONEY PURCHASE PENSION PLAN

Measure	Date	Value
2023 : HENRY M. SWEENY COMPANY MONEY PURCHASE PENSION PLAN 2023 401k financial data
Total plan liabilities at end of year	2023-10-31	$38,605
Total plan liabilities at beginning of year	2023-10-31	$35,499
Total income from all sources	2023-10-31	$170,605
Expenses. Total of all expenses incurred	2023-10-31	$54,292
Benefits paid (including direct rollovers)	2023-10-31	$54,292
Total plan assets at end of year	2023-10-31	$1,629,845
Total plan assets at beginning of year	2023-10-31	$1,510,426
Other income received	2023-10-31	$129,101
Net income (gross income less expenses)	2023-10-31	$116,313
Net plan assets at end of year (total assets less liabilities)	2023-10-31	$1,591,240
Net plan assets at beginning of year (total assets less liabilities)	2023-10-31	$1,474,927
Total contributions received or receivable from employer(s)	2023-10-31	$41,504
2022 : HENRY M. SWEENY COMPANY MONEY PURCHASE PENSION PLAN 2022 401k financial data
Total plan liabilities at end of year	2022-10-31	$35,499
Total plan liabilities at beginning of year	2022-10-31	$33,017
Total income from all sources	2022-10-31	$-345,398
Expenses. Total of all expenses incurred	2022-10-31	$35,253
Benefits paid (including direct rollovers)	2022-10-31	$35,253
Total plan assets at end of year	2022-10-31	$1,510,426
Total plan assets at beginning of year	2022-10-31	$1,888,595
Other income received	2022-10-31	$-378,553
Net income (gross income less expenses)	2022-10-31	$-380,651
Net plan assets at end of year (total assets less liabilities)	2022-10-31	$1,474,927
Net plan assets at beginning of year (total assets less liabilities)	2022-10-31	$1,855,578
Total contributions received or receivable from employer(s)	2022-10-31	$33,155
2021 : HENRY M. SWEENY COMPANY MONEY PURCHASE PENSION PLAN 2021 401k financial data
Total plan liabilities at end of year	2021-10-31	$33,017
Total plan liabilities at beginning of year	2021-10-31	$22,441
Total income from all sources	2021-10-31	$553,835
Expenses. Total of all expenses incurred	2021-10-31	$469
Benefits paid (including direct rollovers)	2021-10-31	$469
Total plan assets at end of year	2021-10-31	$1,888,595
Total plan assets at beginning of year	2021-10-31	$1,324,653
Value of fidelity bond covering the plan	2021-10-31	$1,000,000
Other income received	2021-10-31	$523,825
Net income (gross income less expenses)	2021-10-31	$553,366
Net plan assets at end of year (total assets less liabilities)	2021-10-31	$1,855,578
Net plan assets at beginning of year (total assets less liabilities)	2021-10-31	$1,302,212
Total contributions received or receivable from employer(s)	2021-10-31	$30,010
2020 : HENRY M. SWEENY COMPANY MONEY PURCHASE PENSION PLAN 2020 401k financial data
Total plan liabilities at end of year	2020-10-31	$22,441
Total plan liabilities at beginning of year	2020-10-31	$33,139
Total income from all sources	2020-10-31	$153,268
Expenses. Total of all expenses incurred	2020-10-31	$42,202
Benefits paid (including direct rollovers)	2020-10-31	$42,202
Total plan assets at end of year	2020-10-31	$1,324,653
Total plan assets at beginning of year	2020-10-31	$1,224,285
Value of fidelity bond covering the plan	2020-10-31	$1,000,000
Other income received	2020-10-31	$128,705
Net income (gross income less expenses)	2020-10-31	$111,066
Net plan assets at end of year (total assets less liabilities)	2020-10-31	$1,302,212
Net plan assets at beginning of year (total assets less liabilities)	2020-10-31	$1,191,146
Total contributions received or receivable from employer(s)	2020-10-31	$24,563
2019 : HENRY M. SWEENY COMPANY MONEY PURCHASE PENSION PLAN 2019 401k financial data
Total plan liabilities at end of year	2019-10-31	$33,139
Total plan liabilities at beginning of year	2019-10-31	$52,944
Total income from all sources	2019-10-31	$157,268
Expenses. Total of all expenses incurred	2019-10-31	$60,987
Benefits paid (including direct rollovers)	2019-10-31	$60,987
Total plan assets at end of year	2019-10-31	$1,224,285
Total plan assets at beginning of year	2019-10-31	$1,147,809
Value of fidelity bond covering the plan	2019-10-31	$1,000,000
Other income received	2019-10-31	$127,117
Net income (gross income less expenses)	2019-10-31	$96,281
Net plan assets at end of year (total assets less liabilities)	2019-10-31	$1,191,146
Net plan assets at beginning of year (total assets less liabilities)	2019-10-31	$1,094,865
Total contributions received or receivable from employer(s)	2019-10-31	$30,151
2018 : HENRY M. SWEENY COMPANY MONEY PURCHASE PENSION PLAN 2018 401k financial data
Total plan liabilities at end of year	2018-10-31	$52,944
Total plan liabilities at beginning of year	2018-10-31	$38,215
Total income from all sources	2018-10-31	$51,488
Expenses. Total of all expenses incurred	2018-10-31	$43,913
Benefits paid (including direct rollovers)	2018-10-31	$43,913
Total plan assets at end of year	2018-10-31	$1,147,809
Total plan assets at beginning of year	2018-10-31	$1,125,505
Value of fidelity bond covering the plan	2018-10-31	$1,000,000
Other income received	2018-10-31	$20,251
Net income (gross income less expenses)	2018-10-31	$7,575
Net plan assets at end of year (total assets less liabilities)	2018-10-31	$1,094,865
Net plan assets at beginning of year (total assets less liabilities)	2018-10-31	$1,087,290
Total contributions received or receivable from employer(s)	2018-10-31	$31,237
2017 : HENRY M. SWEENY COMPANY MONEY PURCHASE PENSION PLAN 2017 401k financial data
Total plan liabilities at end of year	2017-10-31	$38,215
Total plan liabilities at beginning of year	2017-10-31	$17,625
Total income from all sources	2017-10-31	$189,590
Total plan assets at end of year	2017-10-31	$1,125,505
Total plan assets at beginning of year	2017-10-31	$915,325
Value of fidelity bond covering the plan	2017-10-31	$1,000,000
Other income received	2017-10-31	$160,489
Net income (gross income less expenses)	2017-10-31	$189,590
Net plan assets at end of year (total assets less liabilities)	2017-10-31	$1,087,290
Net plan assets at beginning of year (total assets less liabilities)	2017-10-31	$897,700
Total contributions received or receivable from employer(s)	2017-10-31	$29,101
2016 : HENRY M. SWEENY COMPANY MONEY PURCHASE PENSION PLAN 2016 401k financial data
Total plan liabilities at end of year	2016-10-31	$17,625
Total plan liabilities at beginning of year	2016-10-31	$342,251
Total income from all sources	2016-10-31	$387,072
Expenses. Total of all expenses incurred	2016-10-31	$325,309
Benefits paid (including direct rollovers)	2016-10-31	$325,309
Total plan assets at end of year	2016-10-31	$915,325
Total plan assets at beginning of year	2016-10-31	$1,178,188
Value of fidelity bond covering the plan	2016-10-31	$1,000,000
Other income received	2016-10-31	$358,988
Net income (gross income less expenses)	2016-10-31	$61,763
Net plan assets at end of year (total assets less liabilities)	2016-10-31	$897,700
Net plan assets at beginning of year (total assets less liabilities)	2016-10-31	$835,937
Total contributions received or receivable from employer(s)	2016-10-31	$28,084
2015 : HENRY M. SWEENY COMPANY MONEY PURCHASE PENSION PLAN 2015 401k financial data
Total plan liabilities at end of year	2015-10-31	$342,251
Total plan liabilities at beginning of year	2015-10-31	$14,642
Total income from all sources	2015-10-31	$-284,399
Total plan assets at end of year	2015-10-31	$1,178,188
Total plan assets at beginning of year	2015-10-31	$1,134,978
Value of fidelity bond covering the plan	2015-10-31	$1,000,000
Other income received	2015-10-31	$-310,720
Net income (gross income less expenses)	2015-10-31	$-284,399
Net plan assets at end of year (total assets less liabilities)	2015-10-31	$835,937
Net plan assets at beginning of year (total assets less liabilities)	2015-10-31	$1,120,336
Total contributions received or receivable from employer(s)	2015-10-31	$26,321
2014 : HENRY M. SWEENY COMPANY MONEY PURCHASE PENSION PLAN 2014 401k financial data
Total plan liabilities at end of year	2014-10-31	$14,642
Total plan liabilities at beginning of year	2014-10-31	$127,819
Total income from all sources	2014-10-31	$252,155
Expenses. Total of all expenses incurred	2014-10-31	$164,057
Benefits paid (including direct rollovers)	2014-10-31	$164,057
Total plan assets at end of year	2014-10-31	$1,134,978
Total plan assets at beginning of year	2014-10-31	$1,160,057
Value of fidelity bond covering the plan	2014-10-31	$1,000,000
Other income received	2014-10-31	$228,479
Net income (gross income less expenses)	2014-10-31	$88,098
Net plan assets at end of year (total assets less liabilities)	2014-10-31	$1,120,336
Net plan assets at beginning of year (total assets less liabilities)	2014-10-31	$1,032,238
Total contributions received or receivable from employer(s)	2014-10-31	$23,676
2013 : HENRY M. SWEENY COMPANY MONEY PURCHASE PENSION PLAN 2013 401k financial data
Total plan liabilities at end of year	2013-10-31	$127,819
Total plan liabilities at beginning of year	2013-10-31	$82,783
Total income from all sources	2013-10-31	$138,628
Expenses. Total of all expenses incurred	2013-10-31	$80,015
Benefits paid (including direct rollovers)	2013-10-31	$80,015
Total plan assets at end of year	2013-10-31	$1,160,057
Total plan assets at beginning of year	2013-10-31	$1,056,408
Value of fidelity bond covering the plan	2013-10-31	$1,000,000
Other income received	2013-10-31	$112,477
Net income (gross income less expenses)	2013-10-31	$58,613
Net plan assets at end of year (total assets less liabilities)	2013-10-31	$1,032,238
Net plan assets at beginning of year (total assets less liabilities)	2013-10-31	$973,625
Total contributions received or receivable from employer(s)	2013-10-31	$26,151
2012 : HENRY M. SWEENY COMPANY MONEY PURCHASE PENSION PLAN 2012 401k financial data
Total plan liabilities at end of year	2012-10-31	$82,783
Total plan liabilities at beginning of year	2012-10-31	$9,897
Total income from all sources	2012-10-31	$15,987
Expenses. Total of all expenses incurred	2012-10-31	$50
Total plan assets at end of year	2012-10-31	$1,056,408
Total plan assets at beginning of year	2012-10-31	$967,585
Value of fidelity bond covering the plan	2012-10-31	$1,000,000
Expenses. Other expenses not covered elsewhere	2012-10-31	$50
Other income received	2012-10-31	$-7,432
Net income (gross income less expenses)	2012-10-31	$15,937
Net plan assets at end of year (total assets less liabilities)	2012-10-31	$973,625
Net plan assets at beginning of year (total assets less liabilities)	2012-10-31	$957,688
Total contributions received or receivable from employer(s)	2012-10-31	$23,419
2011 : HENRY M. SWEENY COMPANY MONEY PURCHASE PENSION PLAN 2011 401k financial data
Total plan liabilities at end of year	2011-10-31	$9,897
Total plan liabilities at beginning of year	2011-10-31	$10,011
Total income from all sources	2011-10-31	$32,863
Expenses. Total of all expenses incurred	2011-10-31	$8,276
Benefits paid (including direct rollovers)	2011-10-31	$8,076
Total plan assets at end of year	2011-10-31	$967,585
Total plan assets at beginning of year	2011-10-31	$943,112
Value of fidelity bond covering the plan	2011-10-31	$1,000,000
Expenses. Other expenses not covered elsewhere	2011-10-31	$200
Other income received	2011-10-31	$11,296
Net income (gross income less expenses)	2011-10-31	$24,587
Net plan assets at end of year (total assets less liabilities)	2011-10-31	$957,688
Net plan assets at beginning of year (total assets less liabilities)	2011-10-31	$933,101
Total contributions received or receivable from employer(s)	2011-10-31	$21,567

Form 5500 Responses for HENRY M. SWEENY COMPANY MONEY PURCHASE PENSION PLAN

2022: HENRY M. SWEENY COMPANY MONEY PURCHASE PENSION PLAN 2022 form 5500 responses
2022-11-01	Type of plan entity	Single employer plan
2022-11-01	Plan funding arrangement – Trust	Yes
2022-11-01	Plan benefit arrangement - Trust	Yes
2021: HENRY M. SWEENY COMPANY MONEY PURCHASE PENSION PLAN 2021 form 5500 responses
2021-11-01	Type of plan entity	Single employer plan
2021-11-01	Plan funding arrangement – Trust	Yes
2021-11-01	Plan benefit arrangement - Trust	Yes
2020: HENRY M. SWEENY COMPANY MONEY PURCHASE PENSION PLAN 2020 form 5500 responses
2020-11-01	Type of plan entity	Single employer plan
2020-11-01	Plan funding arrangement – Trust	Yes
2020-11-01	Plan benefit arrangement - Trust	Yes
2019: HENRY M. SWEENY COMPANY MONEY PURCHASE PENSION PLAN 2019 form 5500 responses
2019-11-01	Type of plan entity	Single employer plan
2019-11-01	Plan funding arrangement – Trust	Yes
2019-11-01	Plan benefit arrangement - Trust	Yes
2018: HENRY M. SWEENY COMPANY MONEY PURCHASE PENSION PLAN 2018 form 5500 responses
2018-11-01	Type of plan entity	Single employer plan
2018-11-01	Plan funding arrangement – Trust	Yes
2018-11-01	Plan benefit arrangement - Trust	Yes
2017: HENRY M. SWEENY COMPANY MONEY PURCHASE PENSION PLAN 2017 form 5500 responses
2017-11-01	Type of plan entity	Single employer plan
2017-11-01	Plan funding arrangement – Trust	Yes
2017-11-01	Plan benefit arrangement - Trust	Yes
2016: HENRY M. SWEENY COMPANY MONEY PURCHASE PENSION PLAN 2016 form 5500 responses
2016-11-01	Type of plan entity	Single employer plan
2016-11-01	Plan funding arrangement – Trust	Yes
2016-11-01	Plan benefit arrangement - Trust	Yes
2015: HENRY M. SWEENY COMPANY MONEY PURCHASE PENSION PLAN 2015 form 5500 responses
2015-11-01	Type of plan entity	Single employer plan
2015-11-01	Plan funding arrangement – Trust	Yes
2015-11-01	Plan benefit arrangement - Trust	Yes
2014: HENRY M. SWEENY COMPANY MONEY PURCHASE PENSION PLAN 2014 form 5500 responses
2014-11-01	Type of plan entity	Single employer plan
2014-11-01	Plan funding arrangement – Trust	Yes
2014-11-01	Plan benefit arrangement - Trust	Yes
2013: HENRY M. SWEENY COMPANY MONEY PURCHASE PENSION PLAN 2013 form 5500 responses
2013-11-01	Type of plan entity	Single employer plan
2013-11-01	Plan funding arrangement – Trust	Yes
2013-11-01	Plan benefit arrangement - Trust	Yes
2012: HENRY M. SWEENY COMPANY MONEY PURCHASE PENSION PLAN 2012 form 5500 responses
2012-11-01	Type of plan entity	Single employer plan
2012-11-01	Plan funding arrangement – Trust	Yes
2012-11-01	Plan benefit arrangement - Trust	Yes
2011: HENRY M. SWEENY COMPANY MONEY PURCHASE PENSION PLAN 2011 form 5500 responses
2011-11-01	Type of plan entity	Single employer plan
2011-11-01	Plan funding arrangement – Trust	Yes
2011-11-01	Plan benefit arrangement - Trust	Yes
2010: HENRY M. SWEENY COMPANY MONEY PURCHASE PENSION PLAN 2010 form 5500 responses
2010-11-01	Type of plan entity	Single employer plan
2010-11-01	Plan funding arrangement – Trust	Yes
2010-11-01	Plan benefit arrangement - Trust	Yes
2009: HENRY M. SWEENY COMPANY MONEY PURCHASE PENSION PLAN 2009 form 5500 responses
2009-11-01	Type of plan entity	Single employer plan
2009-11-01	Plan funding arrangement – Trust	Yes
2009-11-01	Plan benefit arrangement - Trust	Yes

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Company Name:	HENRY M. SWEENY COMPANY
Employer identification number (EIN):	530178147
NAIC Classification:	423700