401k Plan data: THOMAS J. HENRY RETIREMENT PLAN plan

THOMAS J. HENRY RETIREMENT PLAN 401k Plan overview

Plan Name	THOMAS J. HENRY RETIREMENT PLAN
Plan identification number	001

THOMAS J. HENRY RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Plan covering Self-Employed individuals.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

THOMAS J. HENRY LAW FIRM has sponsored the creation of one or more 401k plans.

Company Name: THOMAS J. HENRY LAW FIRM

Employer identification number (EIN): 832564943

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THOMAS J. HENRY RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01

Plan Statistics for THOMAS J. HENRY RETIREMENT PLAN

401k plan membership statisitcs for THOMAS J. HENRY RETIREMENT PLAN

Measure Date Value
2023: THOMAS J. HENRY RETIREMENT PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 1,124
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 462
Number of retired or separated participants receiving benefits 2023-01-01 0
Number of other retired or separated participants entitled to future benefits 2023-01-01 660
Total of all active and inactive participants 2023-01-01 1,122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 1,122
Number of participants with account balances 2023-01-01 1,110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 0
2022: THOMAS J. HENRY RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 810
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 518
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 451
Total of all active and inactive participants 2022-01-01 969
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 969
Number of participants with account balances 2022-01-01 952
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: THOMAS J. HENRY RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 799
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 400
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 267
Total of all active and inactive participants 2021-01-01 667
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 667
Number of participants with account balances 2021-01-01 652
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: THOMAS J. HENRY RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 633
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 459
Number of retired or separated participants receiving benefits 2020-01-01 38
Number of other retired or separated participants entitled to future benefits 2020-01-01 223
Total of all active and inactive participants 2020-01-01 720
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 720
Number of participants with account balances 2020-01-01 696
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: THOMAS J. HENRY RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 484
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 386
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 149
Total of all active and inactive participants 2019-01-01 535
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 535
Number of participants with account balances 2019-01-01 502
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0

Measure	Date	Value
2023: THOMAS J. HENRY RETIREMENT PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	1,124
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	462
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	660
Total of all active and inactive participants	2023-01-01	1,122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	1,122
Number of participants with account balances	2023-01-01	1,110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	0
2022: THOMAS J. HENRY RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	810
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	518
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	451
Total of all active and inactive participants	2022-01-01	969
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	969
Number of participants with account balances	2022-01-01	952
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: THOMAS J. HENRY RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	799
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	400
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	267
Total of all active and inactive participants	2021-01-01	667
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	667
Number of participants with account balances	2021-01-01	652
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: THOMAS J. HENRY RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	633
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	459
Number of retired or separated participants receiving benefits	2020-01-01	38
Number of other retired or separated participants entitled to future benefits	2020-01-01	223
Total of all active and inactive participants	2020-01-01	720
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	720
Number of participants with account balances	2020-01-01	696
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: THOMAS J. HENRY RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	484
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	386
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	149
Total of all active and inactive participants	2019-01-01	535
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	535
Number of participants with account balances	2019-01-01	502
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0

Financial Data on THOMAS J. HENRY RETIREMENT PLAN

Measure	Date	Value
2023 : THOMAS J. HENRY RETIREMENT PLAN 2023 401k financial data
Total income from all sources (including contributions)	2023-12-31	$7,565,356
Total of all expenses incurred	2023-12-31	$2,373,404
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-12-31	$2,287,435
Value of total corrective distributions	2023-12-31	$3,216
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-12-31	$4,994,769
Value of total assets at end of year	2023-12-31	$17,146,061
Value of total assets at beginning of year	2023-12-31	$11,954,109
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-12-31	$82,753
Total interest from all sources	2023-12-31	$20,258
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-12-31	No
Was this plan covered by a fidelity bond	2023-12-31	Yes
Value of fidelity bond cover	2023-12-31	$1,195,410
If this is an individual account plan, was there a blackout period	2023-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2023-12-31	No
Contributions received from participants	2023-12-31	$2,965,576
Participant contributions at end of year	2023-12-31	$308,349
Participant contributions at beginning of year	2023-12-31	$242,194
Participant contributions at end of year	2023-12-31	$0
Participant contributions at beginning of year	2023-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2023-12-31	$31,411
Value of other receiveables (less allowance for doubtful accounts) at end of year	2023-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2023-12-31	$0
Other income not declared elsewhere	2023-12-31	$337
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Value of net income/loss	2023-12-31	$5,191,952
Value of net assets at end of year (total assets less liabilities)	2023-12-31	$17,146,061
Value of net assets at beginning of year (total assets less liabilities)	2023-12-31	$11,954,109
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-12-31	No
Were any leases to which the plan was party in default or uncollectible	2023-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-12-31	$16,458,648
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-12-31	$11,344,129
Interest on participant loans	2023-12-31	$20,258
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2023-12-31	$379,064
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2023-12-31	$367,786
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-12-31	$2,549,992
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-12-31	No
Was there a failure to transmit to the plan any participant contributions	2023-12-31	No
Has the plan failed to provide any benefit when due under the plan	2023-12-31	No
Contributions received in cash from employer	2023-12-31	$1,997,782
Employer contributions (assets) at end of year	2023-12-31	$0
Employer contributions (assets) at beginning of year	2023-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-12-31	$2,287,435
Contract administrator fees	2023-12-31	$82,753
Did the plan have assets held for investment	2023-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-12-31	No
Opinion of an independent qualified public accountant for this plan	2023-12-31	Unqualified
Accountancy firm name	2023-12-31	JAMES MILLER, P.C.
Accountancy firm EIN	2023-12-31	271127796
2022 : THOMAS J. HENRY RETIREMENT PLAN 2022 401k financial data
Total income from all sources (including contributions)	2022-12-31	$2,001,401
Total of all expenses incurred	2022-12-31	$1,258,857
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$1,204,200
Expenses. Certain deemed distributions of participant loans	2022-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$4,205,406
Value of total assets at end of year	2022-12-31	$11,954,109
Value of total assets at beginning of year	2022-12-31	$11,211,565
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$54,657
Total interest from all sources	2022-12-31	$12,692
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$0
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$1,121,156
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$2,538,864
Participant contributions at end of year	2022-12-31	$242,194
Participant contributions at beginning of year	2022-12-31	$249,589
Participant contributions at end of year	2022-12-31	$0
Participant contributions at beginning of year	2022-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$39,238
Value of other receiveables (less allowance for doubtful accounts) at end of year	2022-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2022-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$742,544
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$11,954,109
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$11,211,565
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$11,344,129
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$10,961,976
Interest on participant loans	2022-12-31	$12,692
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$367,786
Expenses. Payments to insurance carriers foe the provision of benefits	2022-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-2,216,697
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$1,627,304
Employer contributions (assets) at end of year	2022-12-31	$0
Employer contributions (assets) at beginning of year	2022-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$1,204,200
Contract administrator fees	2022-12-31	$54,657
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	JAMES MILLER, P.C.
Accountancy firm EIN	2022-12-31	271127796
2021 : THOMAS J. HENRY RETIREMENT PLAN 2021 401k financial data
Total income from all sources (including contributions)	2021-12-31	$4,804,482
Total of all expenses incurred	2021-12-31	$1,389,556
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$1,326,607
Expenses. Certain deemed distributions of participant loans	2021-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$3,497,631
Value of total assets at end of year	2021-12-31	$11,211,565
Value of total assets at beginning of year	2021-12-31	$7,796,639
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$62,949
Total interest from all sources	2021-12-31	$9,161
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$0
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$1,121,156
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$2,110,739
Participant contributions at end of year	2021-12-31	$249,589
Participant contributions at beginning of year	2021-12-31	$106,446
Participant contributions at end of year	2021-12-31	$0
Participant contributions at beginning of year	2021-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$38,149
Value of other receiveables (less allowance for doubtful accounts) at end of year	2021-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2021-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$3,414,926
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$11,211,565
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$7,796,639
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$10,961,976
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$7,690,193
Interest on participant loans	2021-12-31	$9,161
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2021-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2021-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$1,297,690
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$1,348,743
Employer contributions (assets) at end of year	2021-12-31	$0
Employer contributions (assets) at beginning of year	2021-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$1,326,607
Contract administrator fees	2021-12-31	$62,949
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	JAMES MILLER, P.C.
Accountancy firm EIN	2021-12-31	271127796
2020 : THOMAS J. HENRY RETIREMENT PLAN 2020 401k financial data
Total income from all sources (including contributions)	2020-12-31	$4,515,636
Total of all expenses incurred	2020-12-31	$771,596
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$734,312
Expenses. Certain deemed distributions of participant loans	2020-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$3,301,777
Value of total assets at end of year	2020-12-31	$7,796,639
Value of total assets at beginning of year	2020-12-31	$4,052,599
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$37,284
Total interest from all sources	2020-12-31	$4,998
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$0
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$1,982,554
Participant contributions at end of year	2020-12-31	$106,446
Participant contributions at beginning of year	2020-12-31	$73,598
Participant contributions at end of year	2020-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2020-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$3,744,040
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$7,796,639
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$4,052,599
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Investment advisory and management fees	2020-12-31	$37,284
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$7,690,193
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$3,979,001
Interest on participant loans	2020-12-31	$4,998
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2020-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$1,208,861
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$1,319,223
Employer contributions (assets) at end of year	2020-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$734,312
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Unqualified
Accountancy firm name	2020-12-31	PRICEKUBECKA, PLLC
Accountancy firm EIN	2020-12-31	752783674
2019 : THOMAS J. HENRY RETIREMENT PLAN 2019 401k financial data
Total income from all sources (including contributions)	2019-12-31	$3,353,747
Total of all expenses incurred	2019-12-31	$144,046
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$117,398
Expenses. Certain deemed distributions of participant loans	2019-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$2,909,850
Value of total assets at end of year	2019-12-31	$4,052,599
Value of total assets at beginning of year	2019-12-31	$842,898
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$26,648
Total interest from all sources	2019-12-31	$1,576
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$0
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$84,290
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$1,633,122
Participant contributions at end of year	2019-12-31	$73,598
Participant contributions at beginning of year	2019-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$7,539
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$3,209,701
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$4,052,599
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$842,898
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Investment advisory and management fees	2019-12-31	$26,648
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$3,979,001
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$842,898
Interest on participant loans	2019-12-31	$1,576
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2019-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$442,321
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$1,269,189
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$117,398
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	PRICEKUBECKA, PLLC
Accountancy firm EIN	2019-12-31	752783674

Form 5500 Responses for THOMAS J. HENRY RETIREMENT PLAN

2023: THOMAS J. HENRY RETIREMENT PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Plan funding arrangement – Insurance	Yes
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: THOMAS J. HENRY RETIREMENT PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: THOMAS J. HENRY RETIREMENT PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: THOMAS J. HENRY RETIREMENT PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: THOMAS J. HENRY RETIREMENT PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

513208

Policy instance

Insurance contract or identification number	513208
Number of Individuals Covered	1111
Insurance policy start date	2023-01-01
Insurance policy end date	2023-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $7,224
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

513208

Policy instance

Insurance contract or identification number	513208
Number of Individuals Covered	952
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $5,419
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	5419
Additional information about fees paid to insurance broker	TPA FEES
Insurance broker organization code?	5

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

513208

Policy instance

Insurance contract or identification number	513208
Number of Individuals Covered	652
Total amount of fees paid to insurance company	USD $4,846
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	4846
Additional information about fees paid to insurance broker	TPA FEES AND COMPENSATION
Insurance broker organization code?	5

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

513208

Policy instance

Insurance contract or identification number	513208
Number of Individuals Covered	558
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $2,770
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	2770
Additional information about fees paid to insurance broker	TPA FEES
Insurance broker organization code?	5

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

513208

Policy instance

Insurance contract or identification number	513208
Number of Individuals Covered	502
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $4,266
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	4266
Additional information about fees paid to insurance broker	TPA FEES
Insurance broker organization code?	5

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Company Name:	THOMAS J. HENRY LAW FIRM
Employer identification number (EIN):	832564943
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers