HOLT & COMPANY INC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan HOLT & COMPANY INC PROFIT SHARING PLAN
Measure | Date | Value |
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2018: HOLT & COMPANY INC PROFIT SHARING PLAN 2018 401k membership |
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Total participants, beginning-of-year | 2018-06-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-06-01 | 0 |
Number of retired or separated participants receiving benefits | 2018-06-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-06-01 | 0 |
Total of all active and inactive participants | 2018-06-01 | 0 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-06-01 | 0 |
Total participants | 2018-06-01 | 0 |
Number of participants with account balances | 2018-06-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-06-01 | 0 |
2017: HOLT & COMPANY INC PROFIT SHARING PLAN 2017 401k membership |
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Total participants, beginning-of-year | 2017-06-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-06-01 | 3 |
Number of retired or separated participants receiving benefits | 2017-06-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-06-01 | 0 |
Total of all active and inactive participants | 2017-06-01 | 3 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-06-01 | 0 |
Total participants | 2017-06-01 | 3 |
Number of participants with account balances | 2017-06-01 | 2 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-06-01 | 0 |
2016: HOLT & COMPANY INC PROFIT SHARING PLAN 2016 401k membership |
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Total participants, beginning-of-year | 2016-06-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-06-01 | 3 |
Number of retired or separated participants receiving benefits | 2016-06-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-06-01 | 0 |
Total of all active and inactive participants | 2016-06-01 | 3 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-06-01 | 0 |
Total participants | 2016-06-01 | 3 |
Number of participants with account balances | 2016-06-01 | 2 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-06-01 | 0 |
2015: HOLT & COMPANY INC PROFIT SHARING PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-06-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-06-01 | 3 |
Number of retired or separated participants receiving benefits | 2015-06-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-06-01 | 0 |
Total of all active and inactive participants | 2015-06-01 | 3 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-06-01 | 0 |
Total participants | 2015-06-01 | 3 |
Number of participants with account balances | 2015-06-01 | 2 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-06-01 | 0 |
2014: HOLT & COMPANY INC PROFIT SHARING PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-06-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-06-01 | 3 |
Number of retired or separated participants receiving benefits | 2014-06-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-06-01 | 0 |
Total of all active and inactive participants | 2014-06-01 | 3 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-06-01 | 0 |
Total participants | 2014-06-01 | 3 |
Number of participants with account balances | 2014-06-01 | 2 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-06-01 | 0 |
2013: HOLT & COMPANY INC PROFIT SHARING PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-06-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-06-01 | 3 |
Number of retired or separated participants receiving benefits | 2013-06-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-06-01 | 0 |
Total of all active and inactive participants | 2013-06-01 | 3 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-06-01 | 0 |
Total participants | 2013-06-01 | 3 |
Number of participants with account balances | 2013-06-01 | 2 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-06-01 | 0 |
2012: HOLT & COMPANY INC PROFIT SHARING PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-06-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-06-01 | 3 |
Number of retired or separated participants receiving benefits | 2012-06-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-06-01 | 0 |
Total of all active and inactive participants | 2012-06-01 | 3 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-06-01 | 0 |
Total participants | 2012-06-01 | 3 |
Number of participants with account balances | 2012-06-01 | 2 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-06-01 | 0 |
2011: HOLT & COMPANY INC PROFIT SHARING PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-06-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-06-01 | 3 |
Number of retired or separated participants receiving benefits | 2011-06-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-06-01 | 0 |
Total of all active and inactive participants | 2011-06-01 | 3 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-06-01 | 0 |
Total participants | 2011-06-01 | 3 |
Number of participants with account balances | 2011-06-01 | 2 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-06-01 | 0 |
2010: HOLT & COMPANY INC PROFIT SHARING PLAN 2010 401k membership |
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Total participants, beginning-of-year | 2010-06-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-06-01 | 3 |
Number of retired or separated participants receiving benefits | 2010-06-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2010-06-01 | 0 |
Total of all active and inactive participants | 2010-06-01 | 3 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-06-01 | 0 |
Total participants | 2010-06-01 | 3 |
Number of participants with account balances | 2010-06-01 | 2 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-06-01 | 0 |
2009: HOLT & COMPANY INC PROFIT SHARING PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-06-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-06-01 | 3 |
Number of retired or separated participants receiving benefits | 2009-06-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-06-01 | 0 |
Total of all active and inactive participants | 2009-06-01 | 3 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-06-01 | 0 |
Total participants | 2009-06-01 | 3 |
Number of participants with account balances | 2009-06-01 | 2 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-06-01 | 0 |
Measure | Date | Value |
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2018 : HOLT & COMPANY INC PROFIT SHARING PLAN 2018 401k financial data |
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Total plan liabilities at end of year | 2018-12-10 | $0 |
Total plan liabilities at beginning of year | 2018-12-10 | $0 |
Total income from all sources | 2018-12-10 | $0 |
Expenses. Total of all expenses incurred | 2018-12-10 | $219,353 |
Benefits paid (including direct rollovers) | 2018-12-10 | $216,983 |
Total plan assets at end of year | 2018-12-10 | $0 |
Total plan assets at beginning of year | 2018-12-10 | $219,353 |
Total contributions received or receivable from participants | 2018-12-10 | $0 |
Assets. Value of loans (other than to participants) | 2018-12-10 | $0 |
Contributions received from other sources (not participants or employers) | 2018-12-10 | $0 |
Net income (gross income less expenses) | 2018-12-10 | $-219,353 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-10 | $0 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-10 | $219,353 |
Total contributions received or receivable from employer(s) | 2018-12-10 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-10 | $2,370 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-10 | $0 |
Total plan liabilities at end of year | 2018-05-31 | $0 |
Total plan liabilities at beginning of year | 2018-05-31 | $0 |
Total income from all sources | 2018-05-31 | $-10,876 |
Expenses. Total of all expenses incurred | 2018-05-31 | $21,165 |
Benefits paid (including direct rollovers) | 2018-05-31 | $15,742 |
Total plan assets at end of year | 2018-05-31 | $219,353 |
Total plan assets at beginning of year | 2018-05-31 | $251,394 |
Assets. Value of loans (other than to participants) | 2018-05-31 | $98,604 |
Other income received | 2018-05-31 | $-10,876 |
Net income (gross income less expenses) | 2018-05-31 | $-32,041 |
Net plan assets at end of year (total assets less liabilities) | 2018-05-31 | $219,353 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-05-31 | $251,394 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2018-05-31 | $5,423 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-05-31 | $0 |
2017 : HOLT & COMPANY INC PROFIT SHARING PLAN 2017 401k financial data |
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Total plan liabilities at end of year | 2017-05-31 | $0 |
Total plan liabilities at beginning of year | 2017-05-31 | $0 |
Total income from all sources | 2017-05-31 | $105 |
Expenses. Total of all expenses incurred | 2017-05-31 | $18,080 |
Benefits paid (including direct rollovers) | 2017-05-31 | $15,893 |
Total plan assets at end of year | 2017-05-31 | $251,394 |
Total plan assets at beginning of year | 2017-05-31 | $269,369 |
Assets. Value of loans (other than to participants) | 2017-05-31 | $109,493 |
Other income received | 2017-05-31 | $105 |
Net income (gross income less expenses) | 2017-05-31 | $-17,975 |
Net plan assets at end of year (total assets less liabilities) | 2017-05-31 | $251,394 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-05-31 | $269,369 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2017-05-31 | $2,187 |
2016 : HOLT & COMPANY INC PROFIT SHARING PLAN 2016 401k financial data |
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Total plan liabilities at end of year | 2016-05-31 | $0 |
Total plan liabilities at beginning of year | 2016-05-31 | $0 |
Total income from all sources | 2016-05-31 | $2,188 |
Expenses. Total of all expenses incurred | 2016-05-31 | $7,816 |
Benefits paid (including direct rollovers) | 2016-05-31 | $6,494 |
Total plan assets at end of year | 2016-05-31 | $269,369 |
Total plan assets at beginning of year | 2016-05-31 | $274,997 |
Assets. Value of loans (other than to participants) | 2016-05-31 | $109,493 |
Other income received | 2016-05-31 | $2,188 |
Net income (gross income less expenses) | 2016-05-31 | $-5,628 |
Net plan assets at end of year (total assets less liabilities) | 2016-05-31 | $269,369 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-05-31 | $274,997 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2016-05-31 | $1,322 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-05-31 | $0 |
2015 : HOLT & COMPANY INC PROFIT SHARING PLAN 2015 401k financial data |
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Total plan liabilities at end of year | 2015-05-31 | $0 |
Total plan liabilities at beginning of year | 2015-05-31 | $1,306 |
Total income from all sources | 2015-05-31 | $-29 |
Expenses. Total of all expenses incurred | 2015-05-31 | $29,006 |
Benefits paid (including direct rollovers) | 2015-05-31 | $26,258 |
Total plan assets at end of year | 2015-05-31 | $274,997 |
Total plan assets at beginning of year | 2015-05-31 | $305,338 |
Assets. Value of loans (other than to participants) | 2015-05-31 | $225,337 |
Other income received | 2015-05-31 | $-29 |
Net income (gross income less expenses) | 2015-05-31 | $-29,035 |
Net plan assets at end of year (total assets less liabilities) | 2015-05-31 | $274,997 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-05-31 | $304,032 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2015-05-31 | $2,748 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-05-31 | $0 |
2014 : HOLT & COMPANY INC PROFIT SHARING PLAN 2014 401k financial data |
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Total plan liabilities at end of year | 2014-05-31 | $1,306 |
Total plan liabilities at beginning of year | 2014-05-31 | $0 |
Total income from all sources | 2014-05-31 | $761 |
Expenses. Total of all expenses incurred | 2014-05-31 | $21,099 |
Benefits paid (including direct rollovers) | 2014-05-31 | $19,496 |
Total plan assets at end of year | 2014-05-31 | $305,338 |
Total plan assets at beginning of year | 2014-05-31 | $324,370 |
Assets. Value of loans (other than to participants) | 2014-05-31 | $231,811 |
Other income received | 2014-05-31 | $761 |
Net income (gross income less expenses) | 2014-05-31 | $-20,338 |
Net plan assets at end of year (total assets less liabilities) | 2014-05-31 | $304,032 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-05-31 | $324,370 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2014-05-31 | $1,603 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-05-31 | $0 |
2013 : HOLT & COMPANY INC PROFIT SHARING PLAN 2013 401k financial data |
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Total plan liabilities at end of year | 2013-05-31 | $0 |
Total plan liabilities at beginning of year | 2013-05-31 | $0 |
Total income from all sources | 2013-05-31 | $90,153 |
Expenses. Total of all expenses incurred | 2013-05-31 | $18,512 |
Benefits paid (including direct rollovers) | 2013-05-31 | $16,573 |
Total plan assets at end of year | 2013-05-31 | $324,370 |
Total plan assets at beginning of year | 2013-05-31 | $252,729 |
Assets. Value of loans (other than to participants) | 2013-05-31 | $239,598 |
Other income received | 2013-05-31 | $90,153 |
Net income (gross income less expenses) | 2013-05-31 | $71,641 |
Net plan assets at end of year (total assets less liabilities) | 2013-05-31 | $324,370 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-05-31 | $252,729 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2013-05-31 | $1,939 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-05-31 | $0 |
2012 : HOLT & COMPANY INC PROFIT SHARING PLAN 2012 401k financial data |
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Total income from all sources | 2012-05-31 | $1,371 |
Expenses. Total of all expenses incurred | 2012-05-31 | $28,945 |
Benefits paid (including direct rollovers) | 2012-05-31 | $19,613 |
Total plan assets at end of year | 2012-05-31 | $252,729 |
Total plan assets at beginning of year | 2012-05-31 | $280,303 |
Assets. Value of loans (other than to participants) | 2012-05-31 | $245,882 |
Expenses. Other expenses not covered elsewhere | 2012-05-31 | $6,107 |
Other income received | 2012-05-31 | $1,371 |
Net income (gross income less expenses) | 2012-05-31 | $-27,574 |
Net plan assets at end of year (total assets less liabilities) | 2012-05-31 | $252,729 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-05-31 | $280,303 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2012-05-31 | $3,225 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-05-31 | $0 |
2011 : HOLT & COMPANY INC PROFIT SHARING PLAN 2011 401k financial data |
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Total income from all sources | 2011-05-31 | $-48,633 |
Expenses. Total of all expenses incurred | 2011-05-31 | $46,634 |
Benefits paid (including direct rollovers) | 2011-05-31 | $44,884 |
Total plan assets at end of year | 2011-05-31 | $280,303 |
Total plan assets at beginning of year | 2011-05-31 | $375,570 |
Assets. Value of loans (other than to participants) | 2011-05-31 | $251,961 |
Other income received | 2011-05-31 | $-48,633 |
Net income (gross income less expenses) | 2011-05-31 | $-95,267 |
Net plan assets at end of year (total assets less liabilities) | 2011-05-31 | $280,303 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-05-31 | $375,570 |
Assets. Value of participant loans | 2011-05-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2011-05-31 | $1,750 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-05-31 | $0 |
2010 : HOLT & COMPANY INC PROFIT SHARING PLAN 2010 401k financial data |
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Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-05-31 | $0 |
2018: HOLT & COMPANY INC PROFIT SHARING PLAN 2018 form 5500 responses |
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2018-06-01 | Type of plan entity | Single employer plan |
2018-06-01 | Submission has been amended | No |
2018-06-01 | This submission is the final filing | Yes |
2018-06-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
2018-06-01 | Plan is a collectively bargained plan | No |
2018-06-01 | Plan funding arrangement – Trust | Yes |
2018-06-01 | Plan benefit arrangement - Trust | Yes |
2017: HOLT & COMPANY INC PROFIT SHARING PLAN 2017 form 5500 responses |
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2017-06-01 | Type of plan entity | Single employer plan |
2017-06-01 | Submission has been amended | No |
2017-06-01 | This submission is the final filing | No |
2017-06-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-06-01 | Plan is a collectively bargained plan | No |
2017-06-01 | Plan funding arrangement – Trust | Yes |
2017-06-01 | Plan benefit arrangement - Trust | Yes |
2016: HOLT & COMPANY INC PROFIT SHARING PLAN 2016 form 5500 responses |
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2016-06-01 | Type of plan entity | Single employer plan |
2016-06-01 | Submission has been amended | No |
2016-06-01 | This submission is the final filing | No |
2016-06-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-06-01 | Plan is a collectively bargained plan | No |
2016-06-01 | Plan funding arrangement – Trust | Yes |
2016-06-01 | Plan benefit arrangement - Trust | Yes |
2015: HOLT & COMPANY INC PROFIT SHARING PLAN 2015 form 5500 responses |
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2015-06-01 | Type of plan entity | Single employer plan |
2015-06-01 | Submission has been amended | No |
2015-06-01 | This submission is the final filing | No |
2015-06-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-06-01 | Plan is a collectively bargained plan | No |
2015-06-01 | Plan funding arrangement – Trust | Yes |
2015-06-01 | Plan benefit arrangement - Trust | Yes |
2014: HOLT & COMPANY INC PROFIT SHARING PLAN 2014 form 5500 responses |
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2014-06-01 | Type of plan entity | Single employer plan |
2014-06-01 | Submission has been amended | No |
2014-06-01 | This submission is the final filing | No |
2014-06-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-06-01 | Plan is a collectively bargained plan | No |
2014-06-01 | Plan funding arrangement – Trust | Yes |
2014-06-01 | Plan benefit arrangement - Trust | Yes |
2013: HOLT & COMPANY INC PROFIT SHARING PLAN 2013 form 5500 responses |
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2013-06-01 | Type of plan entity | Single employer plan |
2013-06-01 | Submission has been amended | No |
2013-06-01 | This submission is the final filing | No |
2013-06-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-06-01 | Plan is a collectively bargained plan | No |
2013-06-01 | Plan funding arrangement – Trust | Yes |
2013-06-01 | Plan benefit arrangement - Trust | Yes |
2012: HOLT & COMPANY INC PROFIT SHARING PLAN 2012 form 5500 responses |
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2012-06-01 | Type of plan entity | Single employer plan |
2012-06-01 | Submission has been amended | No |
2012-06-01 | This submission is the final filing | No |
2012-06-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-06-01 | Plan is a collectively bargained plan | No |
2012-06-01 | Plan funding arrangement – Trust | Yes |
2012-06-01 | Plan benefit arrangement - Trust | Yes |
2011: HOLT & COMPANY INC PROFIT SHARING PLAN 2011 form 5500 responses |
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2011-06-01 | Type of plan entity | Single employer plan |
2011-06-01 | Submission has been amended | No |
2011-06-01 | This submission is the final filing | No |
2011-06-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-06-01 | Plan is a collectively bargained plan | No |
2011-06-01 | Plan funding arrangement – Trust | Yes |
2011-06-01 | Plan benefit arrangement - Trust | Yes |
2010: HOLT & COMPANY INC PROFIT SHARING PLAN 2010 form 5500 responses |
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2010-06-01 | Type of plan entity | Single employer plan |
2010-06-01 | Submission has been amended | No |
2010-06-01 | This submission is the final filing | No |
2010-06-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-06-01 | Plan is a collectively bargained plan | No |
2010-06-01 | Plan funding arrangement – Trust | Yes |
2010-06-01 | Plan benefit arrangement - Trust | Yes |
2009: HOLT & COMPANY INC PROFIT SHARING PLAN 2009 form 5500 responses |
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2009-06-01 | Type of plan entity | Single employer plan |
2009-06-01 | Submission has been amended | No |
2009-06-01 | This submission is the final filing | No |
2009-06-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-06-01 | Plan is a collectively bargained plan | No |
2009-06-01 | Plan funding arrangement – Trust | Yes |
2009-06-01 | Plan benefit arrangement - Trust | Yes |
2008: HOLT & COMPANY INC PROFIT SHARING PLAN 2008 form 5500 responses |
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2008-06-01 | Type of plan entity | Single employer plan |
2008-06-01 | Submission has been amended | No |
2008-06-01 | This submission is the final filing | No |
2008-06-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2008-06-01 | Plan is a collectively bargained plan | No |