Logo

JOHN W. HERTZIG 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameJOHN W. HERTZIG 401(K) PROFIT SHARING PLAN
Plan identification number 001

JOHN W. HERTZIG 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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 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

JOHN W. HERTZIG has sponsored the creation of one or more 401k plans.

Company Name:JOHN W. HERTZIG
Employer identification number (EIN):942889182
NAIC Classification:238900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOHN W. HERTZIG 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012024-01-01JOHN W. HERTZIG2024-08-22
0012023-01-01JOHN W. HERTZIG2024-05-23
0012022-01-01JOHN W. HERTZIG2023-11-16
0012021-01-01JOHN W. HERTZIG2022-10-11
0012020-01-01JOHN W. HERTZIG2021-09-17
0012019-01-01JOHN W. HERTZIG2020-08-26
0012018-01-01JOHN W. HERTZIG2019-10-03
0012017-01-01
0012016-01-01
0012015-01-01WARREN HUTSON
0012014-01-01WARREN HUTSON
0012013-01-01WARREN HUTSON
0012012-01-01WARREN HUTSON
0012011-01-01WARREN HUTSON
0012009-01-01WARREN J. HUTSON

Plan Statistics for JOHN W. HERTZIG 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for JOHN W. HERTZIG 401(K) PROFIT SHARING PLAN

Measure Date Value
2024: JOHN W. HERTZIG 401(K) PROFIT SHARING PLAN 2024 401k membership
Total participants, beginning-of-year2024-01-016
Total number of active participants reported on line 7a of the Form 55002024-01-010
Number of retired or separated participants receiving benefits2024-01-010
Number of other retired or separated participants entitled to future benefits2024-01-010
Total of all active and inactive participants2024-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2024-01-010
Total participants2024-01-010
Number of participants with account balances2024-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2024-01-010
2023: JOHN W. HERTZIG 401(K) PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-016
Total number of active participants reported on line 7a of the Form 55002023-01-016
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-010
Total of all active and inactive participants2023-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-016
Number of participants with account balances2023-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: JOHN W. HERTZIG 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-016
Total number of active participants reported on line 7a of the Form 55002022-01-016
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-016
Number of participants with account balances2022-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: JOHN W. HERTZIG 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-017
Total number of active participants reported on line 7a of the Form 55002021-01-016
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-016
Number of participants with account balances2021-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: JOHN W. HERTZIG 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-018
Total number of active participants reported on line 7a of the Form 55002020-01-017
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-017
Number of participants with account balances2020-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: JOHN W. HERTZIG 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-017
Total number of active participants reported on line 7a of the Form 55002019-01-016
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-011
Total of all active and inactive participants2019-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-017
Number of participants with account balances2019-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: JOHN W. HERTZIG 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-019
Total number of active participants reported on line 7a of the Form 55002018-01-019
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-019
Number of participants with account balances2018-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: JOHN W. HERTZIG 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-019
Total number of active participants reported on line 7a of the Form 55002017-01-019
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-019
Number of participants with account balances2017-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: JOHN W. HERTZIG 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0112
Total number of active participants reported on line 7a of the Form 55002016-01-0110
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-0110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0110
Number of participants with account balances2016-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: JOHN W. HERTZIG 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0110
Total number of active participants reported on line 7a of the Form 55002015-01-019
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-012
Total of all active and inactive participants2015-01-0111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0111
Number of participants with account balances2015-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: JOHN W. HERTZIG 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-018
Total number of active participants reported on line 7a of the Form 55002014-01-018
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-011
Total of all active and inactive participants2014-01-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-019
Number of participants with account balances2014-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: JOHN W. HERTZIG 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-019
Total number of active participants reported on line 7a of the Form 55002013-01-017
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-011
Total of all active and inactive participants2013-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-018
Number of participants with account balances2013-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: JOHN W. HERTZIG 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-019
Total number of active participants reported on line 7a of the Form 55002012-01-016
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-013
Total of all active and inactive participants2012-01-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-019
Number of participants with account balances2012-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: JOHN W. HERTZIG 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-019
Total number of active participants reported on line 7a of the Form 55002011-01-017
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-012
Total of all active and inactive participants2011-01-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-019
Number of participants with account balances2011-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: JOHN W. HERTZIG 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0111
Total number of active participants reported on line 7a of the Form 55002009-01-016
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-013
Total of all active and inactive participants2009-01-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-019
Number of participants with account balances2009-01-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-011

Financial Data on JOHN W. HERTZIG 401(K) PROFIT SHARING PLAN

Measure Date Value
2024 : JOHN W. HERTZIG 401(K) PROFIT SHARING PLAN 2024 401k financial data
Total income from all sources2024-06-30$316
Expenses. Total of all expenses incurred2024-06-30$1,331,184
Benefits paid (including direct rollovers)2024-06-30$1,217,587
Total plan assets at end of year2024-06-30$0
Total plan assets at beginning of year2024-06-30$1,330,868
Value of fidelity bond covering the plan2024-06-30$500,000
Other income received2024-06-30$316
Net income (gross income less expenses)2024-06-30$-1,330,868
Net plan assets at end of year (total assets less liabilities)2024-06-30$0
Net plan assets at beginning of year (total assets less liabilities)2024-06-30$1,330,868
Assets. Value of real-estate (other than employer real property)2024-06-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2024-06-30$113,597
2023 : JOHN W. HERTZIG 401(K) PROFIT SHARING PLAN 2023 401k financial data
Total income from all sources2023-12-31$1,119
Expenses. Total of all expenses incurred2023-12-31$35,335
Benefits paid (including direct rollovers)2023-12-31$29,574
Total plan assets at end of year2023-12-31$1,330,868
Total plan assets at beginning of year2023-12-31$1,365,084
Value of fidelity bond covering the plan2023-12-31$1,156,000
Other income received2023-12-31$1,119
Net income (gross income less expenses)2023-12-31$-34,216
Net plan assets at end of year (total assets less liabilities)2023-12-31$1,330,868
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$1,365,084
Assets. Value of real-estate (other than employer real property)2023-12-31$125,000
Expenses. Administrative service providers (salaries,fees and commissions)2023-12-31$5,761
2022 : JOHN W. HERTZIG 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total plan liabilities at beginning of year2022-12-31$0
Total income from all sources2022-12-31$-23,231
Expenses. Total of all expenses incurred2022-12-31$536,238
Benefits paid (including direct rollovers)2022-12-31$531,814
Total plan assets at end of year2022-12-31$932,250
Total plan assets at beginning of year2022-12-31$1,491,719
Value of fidelity bond covering the plan2022-12-31$1,156,000
Other income received2022-12-31$-23,231
Net income (gross income less expenses)2022-12-31$-559,469
Net plan assets at end of year (total assets less liabilities)2022-12-31$932,250
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$1,491,719
Assets. Value of real-estate (other than employer real property)2022-12-31$125,000
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$4,424
2021 : JOHN W. HERTZIG 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total plan liabilities at end of year2021-12-31$0
Total plan liabilities at beginning of year2021-12-31$40,000
Total income from all sources2021-12-31$-10,828
Expenses. Total of all expenses incurred2021-12-31$52,868
Benefits paid (including direct rollovers)2021-12-31$35,365
Total plan assets at end of year2021-12-31$1,491,719
Total plan assets at beginning of year2021-12-31$1,595,415
Value of fidelity bond covering the plan2021-12-31$1,156,000
Total contributions received or receivable from participants2021-12-31$0
Expenses. Other expenses not covered elsewhere2021-12-31$17,503
Contributions received from other sources (not participants or employers)2021-12-31$0
Other income received2021-12-31$-10,828
Noncash contributions received2021-12-31$0
Net income (gross income less expenses)2021-12-31$-63,696
Net plan assets at end of year (total assets less liabilities)2021-12-31$1,491,719
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$1,555,415
Assets. Value of real-estate (other than employer real property)2021-12-31$150,000
Total contributions received or receivable from employer(s)2021-12-31$0
Value of certain deemed distributions of participant loans2021-12-31$0
Value of corrective distributions2021-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
2020 : JOHN W. HERTZIG 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total plan liabilities at end of year2020-12-31$40,000
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$187,194
Expenses. Total of all expenses incurred2020-12-31$994,341
Total plan assets at end of year2020-12-31$1,595,415
Total plan assets at beginning of year2020-12-31$2,362,562
Value of fidelity bond covering the plan2020-12-31$1,156,000
Total contributions received or receivable from participants2020-12-31$0
Expenses. Other expenses not covered elsewhere2020-12-31$78,782
Contributions received from other sources (not participants or employers)2020-12-31$0
Other income received2020-12-31$187,194
Noncash contributions received2020-12-31$0
Net income (gross income less expenses)2020-12-31$-807,147
Net plan assets at end of year (total assets less liabilities)2020-12-31$1,555,415
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$2,362,562
Assets. Value of real-estate (other than employer real property)2020-12-31$700,000
Total contributions received or receivable from employer(s)2020-12-31$0
Value of certain deemed distributions of participant loans2020-12-31$0
Value of corrective distributions2020-12-31$915,559
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
2019 : JOHN W. HERTZIG 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$509,395
Expenses. Total of all expenses incurred2019-12-31$132,207
Benefits paid (including direct rollovers)2019-12-31$109,058
Total plan assets at end of year2019-12-31$2,362,562
Total plan assets at beginning of year2019-12-31$1,985,374
Value of fidelity bond covering the plan2019-12-31$1,156,000
Total contributions received or receivable from participants2019-12-31$0
Expenses. Other expenses not covered elsewhere2019-12-31$23,149
Contributions received from other sources (not participants or employers)2019-12-31$0
Other income received2019-12-31$509,395
Noncash contributions received2019-12-31$0
Net income (gross income less expenses)2019-12-31$377,188
Net plan assets at end of year (total assets less liabilities)2019-12-31$2,362,562
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$1,985,374
Assets. Value of real-estate (other than employer real property)2019-12-31$845,000
Total contributions received or receivable from employer(s)2019-12-31$0
Value of certain deemed distributions of participant loans2019-12-31$0
Value of corrective distributions2019-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : JOHN W. HERTZIG 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$32,145
Expenses. Total of all expenses incurred2018-12-31$123,176
Benefits paid (including direct rollovers)2018-12-31$110,000
Total plan assets at end of year2018-12-31$1,985,374
Total plan assets at beginning of year2018-12-31$2,076,405
Value of fidelity bond covering the plan2018-12-31$1,156,000
Total contributions received or receivable from participants2018-12-31$0
Expenses. Other expenses not covered elsewhere2018-12-31$13,131
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$32,145
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$-91,031
Net plan assets at end of year (total assets less liabilities)2018-12-31$1,985,374
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$2,076,405
Assets. Value of real-estate (other than employer real property)2018-12-31$1,102,238
Total contributions received or receivable from employer(s)2018-12-31$0
Value of certain deemed distributions of participant loans2018-12-31$0
Value of corrective distributions2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$45
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : JOHN W. HERTZIG 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$160,311
Expenses. Total of all expenses incurred2017-12-31$75,535
Benefits paid (including direct rollovers)2017-12-31$52,912
Total plan assets at end of year2017-12-31$2,076,405
Total plan assets at beginning of year2017-12-31$1,991,629
Value of fidelity bond covering the plan2017-12-31$1,156,000
Total contributions received or receivable from participants2017-12-31$0
Assets. Value of loans (other than to participants)2017-12-31$50,000
Expenses. Other expenses not covered elsewhere2017-12-31$22,593
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$160,311
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$84,776
Net plan assets at end of year (total assets less liabilities)2017-12-31$2,076,405
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$1,991,629
Assets. Value of real-estate (other than employer real property)2017-12-31$1,106,000
Total contributions received or receivable from employer(s)2017-12-31$0
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$30
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : JOHN W. HERTZIG 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$103,289
Expenses. Total of all expenses incurred2016-12-31$99,056
Benefits paid (including direct rollovers)2016-12-31$64,724
Total plan assets at end of year2016-12-31$1,991,629
Total plan assets at beginning of year2016-12-31$1,987,396
Value of fidelity bond covering the plan2016-12-31$888,241
Total contributions received or receivable from participants2016-12-31$17,878
Assets. Value of loans (other than to participants)2016-12-31$50,000
Expenses. Other expenses not covered elsewhere2016-12-31$34,332
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$79,289
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$4,233
Net plan assets at end of year (total assets less liabilities)2016-12-31$1,991,629
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$1,987,396
Assets. Value of real-estate (other than employer real property)2016-12-31$1,106,000
Total contributions received or receivable from employer(s)2016-12-31$6,122
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : JOHN W. HERTZIG 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$41,542
Expenses. Total of all expenses incurred2015-12-31$14,410
Benefits paid (including direct rollovers)2015-12-31$0
Total plan assets at end of year2015-12-31$1,987,396
Total plan assets at beginning of year2015-12-31$1,960,264
Value of fidelity bond covering the plan2015-12-31$1,130,000
Total contributions received or receivable from participants2015-12-31$24,000
Expenses. Other expenses not covered elsewhere2015-12-31$14,410
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$9,138
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$27,132
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,987,396
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$1,960,264
Assets. Value of real-estate (other than employer real property)2015-12-31$720,000
Total contributions received or receivable from employer(s)2015-12-31$8,404
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : JOHN W. HERTZIG 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$282,654
Expenses. Total of all expenses incurred2014-12-31$14,154
Benefits paid (including direct rollovers)2014-12-31$0
Total plan assets at end of year2014-12-31$1,960,264
Total plan assets at beginning of year2014-12-31$1,691,764
Value of fidelity bond covering the plan2014-12-31$1,055,000
Total contributions received or receivable from participants2014-12-31$23,000
Expenses. Other expenses not covered elsewhere2014-12-31$14,154
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$239,199
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$268,500
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,960,264
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,691,764
Assets. Value of real-estate (other than employer real property)2014-12-31$1,130,000
Total contributions received or receivable from employer(s)2014-12-31$20,455
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$0
2013 : JOHN W. HERTZIG 401(K) PROFIT SHARING PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$227,916
Expenses. Total of all expenses incurred2013-12-31$132,382
Benefits paid (including direct rollovers)2013-12-31$115,383
Total plan assets at end of year2013-12-31$1,691,764
Total plan assets at beginning of year2013-12-31$1,596,230
Value of fidelity bond covering the plan2013-12-31$240,000
Total contributions received or receivable from participants2013-12-31$10,366
Assets. Value of loans (other than to participants)2013-12-31$0
Expenses. Other expenses not covered elsewhere2013-12-31$16,999
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$217,550
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$95,534
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,691,764
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,596,230
Assets. Value of real-estate (other than employer real property)2013-12-31$965,000
Total contributions received or receivable from employer(s)2013-12-31$0
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : JOHN W. HERTZIG 401(K) PROFIT SHARING PLAN 2012 401k financial data
Transfers to/from the plan2012-12-31$0
Total plan liabilities at end of year2012-12-31$0
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$73,675
Expenses. Total of all expenses incurred2012-12-31$18,757
Benefits paid (including direct rollovers)2012-12-31$0
Total plan assets at end of year2012-12-31$1,596,230
Total plan assets at beginning of year2012-12-31$1,541,312
Value of fidelity bond covering the plan2012-12-31$240,000
Total contributions received or receivable from participants2012-12-31$0
Assets. Value of loans (other than to participants)2012-12-31$205,000
Expenses. Other expenses not covered elsewhere2012-12-31$18,757
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$73,675
Noncash contributions received2012-12-31$0
Net income (gross income less expenses)2012-12-31$54,918
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,596,230
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,541,312
Assets. Value of real-estate (other than employer real property)2012-12-31$850,000
Total contributions received or receivable from employer(s)2012-12-31$0
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$0
2011 : JOHN W. HERTZIG 401(K) PROFIT SHARING PLAN 2011 401k financial data
Transfers to/from the plan2011-12-31$0
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$160,863
Expenses. Total of all expenses incurred2011-12-31$177,049
Benefits paid (including direct rollovers)2011-12-31$0
Total plan assets at end of year2011-12-31$1,541,312
Total plan assets at beginning of year2011-12-31$1,557,498
Value of fidelity bond covering the plan2011-12-31$240,000
Total contributions received or receivable from participants2011-12-31$22,000
Expenses. Other expenses not covered elsewhere2011-12-31$176,965
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$130,995
Noncash contributions received2011-12-31$0
Net income (gross income less expenses)2011-12-31$-16,186
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,541,312
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,557,498
Assets. Value of real-estate (other than employer real property)2011-12-31$769,536
Total contributions received or receivable from employer(s)2011-12-31$7,868
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$84
2010 : JOHN W. HERTZIG 401(K) PROFIT SHARING PLAN 2010 401k financial data
Transfers to/from the plan2010-12-31$0
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$127,919
Expenses. Total of all expenses incurred2010-12-31$7,194
Benefits paid (including direct rollovers)2010-12-31$5,977
Total plan assets at end of year2010-12-31$1,557,498
Total plan assets at beginning of year2010-12-31$1,436,773
Value of fidelity bond covering the plan2010-12-31$200,000
Total contributions received or receivable from participants2010-12-31$4,483
Expenses. Other expenses not covered elsewhere2010-12-31$1,217
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$123,436
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$120,725
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,557,498
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,436,773
Assets. Value of real-estate (other than employer real property)2010-12-31$238,866
Total contributions received or receivable from employer(s)2010-12-31$0
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : JOHN W. HERTZIG 401(K) PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for JOHN W. HERTZIG 401(K) PROFIT SHARING PLAN

2024: JOHN W. HERTZIG 401(K) PROFIT SHARING PLAN 2024 form 5500 responses
2024-01-01Type of plan entitySingle employer plan
2024-01-01Submission has been amendedNo
2024-01-01This submission is the final filingYes
2024-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2024-01-01Plan is a collectively bargained planNo
2024-01-01Plan funding arrangement – TrustYes
2024-01-01Plan benefit arrangement - TrustYes
2023: JOHN W. HERTZIG 401(K) PROFIT SHARING PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: JOHN W. HERTZIG 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedYes
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: JOHN W. HERTZIG 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: JOHN W. HERTZIG 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: JOHN W. HERTZIG 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: JOHN W. HERTZIG 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: JOHN W. HERTZIG 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: JOHN W. HERTZIG 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: JOHN W. HERTZIG 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: JOHN W. HERTZIG 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: JOHN W. HERTZIG 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: JOHN W. HERTZIG 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: JOHN W. HERTZIG 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: JOHN W. HERTZIG 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1