HERRICK & COMPANY has sponsored the creation of one or more 401k plans.
| Measure | Date | Value |
|---|
| 2023: HERRICK 401K 2023 401k membership |
|---|
| Total participants, beginning-of-year | 2023-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2023-01-01 | 4 |
| 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 | 0 |
| Total of all active and inactive participants | 2023-01-01 | 4 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2023-01-01 | 0 |
| Total participants | 2023-01-01 | 4 |
| Number of participants with account balances | 2023-01-01 | 3 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2023-01-01 | 0 |
| 2022: HERRICK 401K 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 3 |
| 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 | 0 |
| Total of all active and inactive participants | 2022-01-01 | 3 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
| Total participants | 2022-01-01 | 3 |
| Number of participants with account balances | 2022-01-01 | 3 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
| 2021: HERRICK 401K 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-01-01 | 0 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 3 |
| 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 | 0 |
| Total of all active and inactive participants | 2021-01-01 | 3 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
| Total participants | 2021-01-01 | 3 |
| Number of participants with account balances | 2021-01-01 | 3 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2023 : HERRICK 401K 2023 401k financial data |
|---|
| Total plan liabilities at end of year | 2023-12-31 | $0 |
| Total plan liabilities at beginning of year | 2023-12-31 | $0 |
| Total income from all sources | 2023-12-31 | $-111,941 |
| Expenses. Total of all expenses incurred | 2023-12-31 | $58,300 |
| Benefits paid (including direct rollovers) | 2023-12-31 | $58,300 |
| Total plan assets at end of year | 2023-12-31 | $934,541 |
| Total plan assets at beginning of year | 2023-12-31 | $1,104,782 |
| Other income received | 2023-12-31 | $-111,941 |
| Net income (gross income less expenses) | 2023-12-31 | $-170,241 |
| Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $934,541 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $1,104,782 |
| Assets. Value of assets in partnership/joint-venture interests | 2023-12-31 | $238,835 |
| Assets. Value of real-estate (other than employer real property) | 2023-12-31 | $50,625 |
| 2022 : HERRICK 401K 2022 401k financial data |
|---|
| Total plan liabilities at end of year | 2022-12-31 | $0 |
| Total plan liabilities at beginning of year | 2022-12-31 | $0 |
| Total income from all sources | 2022-12-31 | $-100,109 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $40,000 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $40,000 |
| Total plan assets at end of year | 2022-12-31 | $1,104,782 |
| Total plan assets at beginning of year | 2022-12-31 | $1,244,891 |
| Other income received | 2022-12-31 | $-100,109 |
| Net income (gross income less expenses) | 2022-12-31 | $-140,109 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $1,104,782 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $1,244,891 |
| Assets. Value of assets in partnership/joint-venture interests | 2022-12-31 | $1,053,106 |
| 2021 : HERRICK 401K 2021 401k financial data |
|---|
| Total plan liabilities at end of year | 2021-12-31 | $0 |
| Total plan liabilities at beginning of year | 2021-12-31 | $0 |
| Total income from all sources | 2021-12-31 | $1,247,091 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $2,200 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $2,200 |
| Total plan assets at end of year | 2021-12-31 | $1,244,891 |
| Total plan assets at beginning of year | 2021-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2021-12-31 | $1,178,377 |
| Other income received | 2021-12-31 | $68,714 |
| Net income (gross income less expenses) | 2021-12-31 | $1,244,891 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $1,244,891 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $0 |
| Assets. Value of assets in partnership/joint-venture interests | 2021-12-31 | $1,164,891 |
| 2023: HERRICK 401K 2023 form 5500 responses |
|---|
| 2023-01-01 | Type of plan entity | Single employer plan |
| 2023-01-01 | Submission has been amended | No |
| 2023-01-01 | This submission is the final filing | No |
| 2023-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2023-01-01 | Plan is a collectively bargained plan | No |
| 2023-01-01 | Plan funding arrangement – Trust | Yes |
| 2023-01-01 | Plan benefit arrangement - Trust | Yes |
| 2022: HERRICK 401K 2022 form 5500 responses |
|---|
| 2022-01-01 | Type of plan entity | Single employer plan |
| 2022-01-01 | Submission has been amended | No |
| 2022-01-01 | This submission is the final filing | No |
| 2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2022-01-01 | Plan is a collectively bargained plan | No |
| 2022-01-01 | Plan funding arrangement – Trust | Yes |
| 2022-01-01 | Plan benefit arrangement - Trust | Yes |
| 2021: HERRICK 401K 2021 form 5500 responses |
|---|
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | First time form 5500 has been submitted | Yes |
| 2021-01-01 | Submission has been amended | No |
| 2021-01-01 | This submission is the final filing | No |
| 2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-01-01 | Plan is a collectively bargained plan | No |
| 2021-01-01 | Plan funding arrangement – Trust | Yes |
| 2021-01-01 | Plan benefit arrangement - Trust | Yes |
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