Logo

HERMAN R EWELL INC PROFIT SHARING & SAVINGS PLAN 401k Plan overview

Plan NameHERMAN R EWELL INC PROFIT SHARING & SAVINGS PLAN
Plan identification number 001

HERMAN R EWELL INC PROFIT SHARING & SAVINGS PLAN Benefits

401k Plan TypeDefined 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.
  • 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.
  • Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.

401k Sponsoring company profile

HERMAN R EWELL INC has sponsored the creation of one or more 401k plans.

Company Name:HERMAN R EWELL INC
Employer identification number (EIN):231490346
NAIC Classification:488990

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HERMAN R EWELL INC PROFIT SHARING & SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01CALVIN EWELL
0012017-01-01CALVIN EWELL
0012016-01-01CALVIN EWELL
0012015-01-01CALVIN EWELL
0012014-01-01CALVIN EWELL
0012013-01-01CALVIN EWELL
0012012-01-01CALVIN E EWELL
0012011-01-01CALVIN E EWELL
0012009-01-01CALVIN E EWELL
0012009-01-01CALVIN E. EWELL CALVIN E. EWELL2010-07-21

Plan Statistics for HERMAN R EWELL INC PROFIT SHARING & SAVINGS PLAN

401k plan membership statisitcs for HERMAN R EWELL INC PROFIT SHARING & SAVINGS PLAN

Measure Date Value
2023: HERMAN R EWELL INC PROFIT SHARING & SAVINGS PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01293
Total number of active participants reported on line 7a of the Form 55002023-01-01261
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-0166
Total of all active and inactive participants2023-01-01327
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-01327
Number of participants with account balances2023-01-01302
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-0112
2022: HERMAN R EWELL INC PROFIT SHARING & SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01279
Total number of active participants reported on line 7a of the Form 55002022-01-01252
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0141
Total of all active and inactive participants2022-01-01293
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01293
Number of participants with account balances2022-01-01267
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-016
2021: HERMAN R EWELL INC PROFIT SHARING & SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01305
Total number of active participants reported on line 7a of the Form 55002021-01-01230
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0149
Total of all active and inactive participants2021-01-01279
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01279
Number of participants with account balances2021-01-01252
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-019
2020: HERMAN R EWELL INC PROFIT SHARING & SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01323
Total number of active participants reported on line 7a of the Form 55002020-01-01233
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0140
Total of all active and inactive participants2020-01-01273
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01273
Number of participants with account balances2020-01-01240
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-019
2019: HERMAN R EWELL INC PROFIT SHARING & SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01284
Total number of active participants reported on line 7a of the Form 55002019-01-01231
Number of other retired or separated participants entitled to future benefits2019-01-0148
Total of all active and inactive participants2019-01-01279
Total participants2019-01-01279
Number of participants with account balances2019-01-01242
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-016
2018: HERMAN R EWELL INC PROFIT SHARING & SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01304
Total number of active participants reported on line 7a of the Form 55002018-01-01231
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0127
Total of all active and inactive participants2018-01-01258
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01258
Number of participants with account balances2018-01-01209
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0113
2017: HERMAN R EWELL INC PROFIT SHARING & SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01269
Total number of active participants reported on line 7a of the Form 55002017-01-01224
Number of retired or separated participants receiving benefits2017-01-0147
Total of all active and inactive participants2017-01-01271
Total participants2017-01-01271
Number of participants with account balances2017-01-01211
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0114
2016: HERMAN R EWELL INC PROFIT SHARING & SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01248
Total number of active participants reported on line 7a of the Form 55002016-01-01209
Number of retired or separated participants receiving benefits2016-01-0121
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-01230
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01230
Number of participants with account balances2016-01-01156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: HERMAN R EWELL INC PROFIT SHARING & SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01242
Total number of active participants reported on line 7a of the Form 55002015-01-01194
Number of retired or separated participants receiving benefits2015-01-0122
Total of all active and inactive participants2015-01-01216
Total participants2015-01-01216
Number of participants with account balances2015-01-01130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-015
2014: HERMAN R EWELL INC PROFIT SHARING & SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01197
Total number of active participants reported on line 7a of the Form 55002014-01-01195
Number of retired or separated participants receiving benefits2014-01-0120
Total of all active and inactive participants2014-01-01215
Total participants2014-01-01215
Number of participants with account balances2014-01-01113
2013: HERMAN R EWELL INC PROFIT SHARING & SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01221
Total number of active participants reported on line 7a of the Form 55002013-01-01177
Number of other retired or separated participants entitled to future benefits2013-01-0120
Total of all active and inactive participants2013-01-01197
Total participants2013-01-01197
Number of participants with account balances2013-01-01111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-011
2012: HERMAN R EWELL INC PROFIT SHARING & SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01215
Total number of active participants reported on line 7a of the Form 55002012-01-01203
Number of other retired or separated participants entitled to future benefits2012-01-0118
Total of all active and inactive participants2012-01-01221
Total participants2012-01-01221
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-011
2011: HERMAN R EWELL INC PROFIT SHARING & SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01221
Total number of active participants reported on line 7a of the Form 55002011-01-01180
Number of other retired or separated participants entitled to future benefits2011-01-0116
Total of all active and inactive participants2011-01-01196
Total participants2011-01-01196
Number of participants with account balances2011-01-01112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-011
2009: HERMAN R EWELL INC PROFIT SHARING & SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01201
Total number of active participants reported on line 7a of the Form 55002009-01-01147
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0129
Total of all active and inactive participants2009-01-01176
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01176
Number of participants with account balances2009-01-01118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-015

Financial Data on HERMAN R EWELL INC PROFIT SHARING & SAVINGS PLAN

Measure Date Value
2023 : HERMAN R EWELL INC PROFIT SHARING & SAVINGS PLAN 2023 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$3,085
Total income from all sources (including contributions)2023-12-31$3,553,297
Total of all expenses incurred2023-12-31$1,074,535
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$991,823
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$1,146,593
Value of total assets at end of year2023-12-31$15,766,144
Value of total assets at beginning of year2023-12-31$13,290,467
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$82,712
Total interest from all sources2023-12-31$32,192
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$415,505
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$415,505
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$100,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$807,739
Participant contributions at end of year2023-12-31$278,509
Participant contributions at beginning of year2023-12-31$297,660
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$57,164
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2023-12-31$3,085
Total non interest bearing cash at end of year2023-12-31$17,914
Total non interest bearing cash at beginning of year2023-12-31$16,115
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$2,478,762
Value of net assets at end of year (total assets less liabilities)2023-12-31$15,766,144
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$13,287,382
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Investment advisory and management fees2023-12-31$53,783
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$14,671,518
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$11,992,561
Interest on participant loans2023-12-31$14,494
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-12-31$516,513
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-12-31$726,429
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-12-31$726,429
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-12-31$17,698
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$1,959,007
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$281,690
Employer contributions (assets) at end of year2023-12-31$281,690
Employer contributions (assets) at beginning of year2023-12-31$257,702
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$991,823
Contract administrator fees2023-12-31$28,929
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31ALAN ROSS & COMPANY PC
Accountancy firm EIN2023-12-31205367494
2022 : HERMAN R EWELL INC PROFIT SHARING & SAVINGS PLAN 2022 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$3,085
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$2,483
Total income from all sources (including contributions)2022-12-31$-1,995,181
Total of all expenses incurred2022-12-31$1,535,032
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,449,723
Expenses. Certain deemed distributions of participant loans2022-12-31$4,348
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$978,558
Value of total assets at end of year2022-12-31$13,290,467
Value of total assets at beginning of year2022-12-31$16,820,078
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$80,961
Total interest from all sources2022-12-31$12,246
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$665,746
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$665,746
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$720,856
Participant contributions at end of year2022-12-31$297,660
Participant contributions at beginning of year2022-12-31$233,459
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$3,085
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$2,483
Total non interest bearing cash at end of year2022-12-31$16,115
Total non interest bearing cash at beginning of year2022-12-31$14,670
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-3,530,213
Value of net assets at end of year (total assets less liabilities)2022-12-31$13,287,382
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$16,817,595
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$57,513
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$11,992,561
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$16,101,129
Interest on participant loans2022-12-31$8,932
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$726,429
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$245,107
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$245,107
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$3,314
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-3,651,731
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$257,702
Employer contributions (assets) at end of year2022-12-31$257,702
Employer contributions (assets) at beginning of year2022-12-31$225,713
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,449,723
Contract administrator fees2022-12-31$23,448
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31ALAN ROSS & COMPANY PC
Accountancy firm EIN2022-12-31205367494
2021 : HERMAN R EWELL INC PROFIT SHARING & SAVINGS PLAN 2021 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$2,483
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$998
Total income from all sources (including contributions)2021-12-31$3,228,143
Total of all expenses incurred2021-12-31$580,649
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$434,398
Expenses. Certain deemed distributions of participant loans2021-12-31$69,795
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$848,557
Value of total assets at end of year2021-12-31$16,820,078
Value of total assets at beginning of year2021-12-31$14,171,099
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$76,456
Total interest from all sources2021-12-31$8,653
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,333,788
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$1,333,788
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$621,676
Participant contributions at end of year2021-12-31$233,459
Participant contributions at beginning of year2021-12-31$224,299
Participant contributions at beginning of year2021-12-31$10,696
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$1,168
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$1,808
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$2,483
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$998
Total non interest bearing cash at end of year2021-12-31$14,670
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$2,647,494
Value of net assets at end of year (total assets less liabilities)2021-12-31$16,817,595
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$14,170,101
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$58,470
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$16,101,129
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$13,382,654
Interest on participant loans2021-12-31$8,517
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$245,107
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$346,766
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$346,766
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$136
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,037,145
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$225,713
Employer contributions (assets) at end of year2021-12-31$225,713
Employer contributions (assets) at beginning of year2021-12-31$204,876
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$434,398
Contract administrator fees2021-12-31$17,986
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31ALAN ROSS & COMPANY PC
Accountancy firm EIN2021-12-31205367494
2020 : HERMAN R EWELL INC PROFIT SHARING & SAVINGS PLAN 2020 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$998
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$1,191
Total income from all sources (including contributions)2020-12-31$3,186,771
Total of all expenses incurred2020-12-31$1,046,118
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$920,701
Expenses. Certain deemed distributions of participant loans2020-12-31$49,778
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$789,266
Value of total assets at end of year2020-12-31$14,171,099
Value of total assets at beginning of year2020-12-31$12,030,639
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$75,639
Total interest from all sources2020-12-31$11,207
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$639,708
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$639,708
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$569,672
Participant contributions at end of year2020-12-31$224,299
Participant contributions at beginning of year2020-12-31$263,040
Participant contributions at end of year2020-12-31$10,696
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$14,718
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$1,808
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$998
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$1,191
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$2,140,653
Value of net assets at end of year (total assets less liabilities)2020-12-31$14,170,101
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$12,029,448
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$45,628
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$13,382,654
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$11,341,415
Interest on participant loans2020-12-31$10,588
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$346,766
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$245,786
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$245,786
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$619
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,746,590
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$204,876
Employer contributions (assets) at end of year2020-12-31$204,876
Employer contributions (assets) at beginning of year2020-12-31$180,398
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$920,701
Contract administrator fees2020-12-31$30,011
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31ALAN ROSS & COMPANY PC
Accountancy firm EIN2020-12-31205367494
2019 : HERMAN R EWELL INC PROFIT SHARING & SAVINGS PLAN 2019 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$1,191
Total income from all sources (including contributions)2019-12-31$2,940,517
Total of all expenses incurred2019-12-31$394,670
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$300,877
Expenses. Certain deemed distributions of participant loans2019-12-31$37,217
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$747,467
Value of total assets at end of year2019-12-31$12,030,639
Value of total assets at beginning of year2019-12-31$9,483,601
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$56,576
Total interest from all sources2019-12-31$11,367
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$551,209
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$551,209
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$525,829
Participant contributions at end of year2019-12-31$263,040
Participant contributions at beginning of year2019-12-31$178,498
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$41,240
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$1,191
Other income not declared elsewhere2019-12-31$-2,849
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$2,545,847
Value of net assets at end of year (total assets less liabilities)2019-12-31$12,029,448
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$9,483,601
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$39,541
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$11,341,415
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$8,895,892
Income. Interest from loans (other than to participants)2019-12-31$10,405
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$245,786
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$236,571
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$236,571
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$962
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,633,323
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$180,398
Employer contributions (assets) at end of year2019-12-31$180,398
Employer contributions (assets) at beginning of year2019-12-31$172,640
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$300,877
Contract administrator fees2019-12-31$17,035
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31ALAN ROSS & COMPANY PC
Accountancy firm EIN2019-12-31205367494
2018 : HERMAN R EWELL INC PROFIT SHARING & SAVINGS PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$335,846
Total of all expenses incurred2018-12-31$497,524
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$423,968
Expenses. Certain deemed distributions of participant loans2018-12-31$17,133
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$728,316
Value of total assets at end of year2018-12-31$9,483,601
Value of total assets at beginning of year2018-12-31$9,645,279
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$56,423
Total interest from all sources2018-12-31$7,184
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$686,329
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$686,329
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$482,903
Participant contributions at end of year2018-12-31$178,498
Participant contributions at beginning of year2018-12-31$194,441
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$71,949
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-161,678
Value of net assets at end of year (total assets less liabilities)2018-12-31$9,483,601
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$9,645,279
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$37,866
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$8,895,892
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$9,079,853
Interest on participant loans2018-12-31$7,184
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$236,571
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$224,224
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$224,224
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,085,983
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$173,464
Employer contributions (assets) at end of year2018-12-31$172,640
Employer contributions (assets) at beginning of year2018-12-31$146,761
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$423,968
Contract administrator fees2018-12-31$18,557
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31ALAN ROSS & COMPANY PC
Accountancy firm EIN2018-12-31205367494
2017 : HERMAN R EWELL INC PROFIT SHARING & SAVINGS PLAN 2017 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$2
Total income from all sources (including contributions)2017-12-31$2,111,013
Total of all expenses incurred2017-12-31$843,181
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$779,414
Expenses. Certain deemed distributions of participant loans2017-12-31$8,068
Value of total corrective distributions2017-12-31$2,595
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$647,120
Value of total assets at end of year2017-12-31$9,645,279
Value of total assets at beginning of year2017-12-31$8,377,449
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$53,104
Total interest from all sources2017-12-31$6,892
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$643,242
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$643,242
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$439,897
Participant contributions at end of year2017-12-31$194,441
Participant contributions at beginning of year2017-12-31$234,891
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$60,462
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$2
Administrative expenses (other) incurred2017-12-31$6,061
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,267,832
Value of net assets at end of year (total assets less liabilities)2017-12-31$9,645,279
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$8,377,447
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$33,376
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$9,079,853
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$7,707,085
Interest on participant loans2017-12-31$6,768
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$224,224
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$296,337
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$296,337
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$124
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$813,759
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$146,761
Employer contributions (assets) at end of year2017-12-31$146,761
Employer contributions (assets) at beginning of year2017-12-31$139,136
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$779,414
Contract administrator fees2017-12-31$13,667
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31ALAN ROSS & COMPANY PC
Accountancy firm EIN2017-12-31205367494
2016 : HERMAN R EWELL INC PROFIT SHARING & SAVINGS PLAN 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$2
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$228
Total income from all sources (including contributions)2016-12-31$1,190,975
Total of all expenses incurred2016-12-31$737,490
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$697,367
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$531,404
Value of total assets at end of year2016-12-31$8,377,449
Value of total assets at beginning of year2016-12-31$7,924,190
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$40,123
Total interest from all sources2016-12-31$7,187
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$384,824
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$384,824
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$381,245
Participant contributions at end of year2016-12-31$234,891
Participant contributions at beginning of year2016-12-31$211,359
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$11,023
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$2
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$228
Administrative expenses (other) incurred2016-12-31$43
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$453,485
Value of net assets at end of year (total assets less liabilities)2016-12-31$8,377,447
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$7,923,962
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$31,781
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$7,707,085
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$6,963,977
Interest on participant loans2016-12-31$7,187
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$296,337
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$623,037
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$623,037
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$267,560
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$139,136
Employer contributions (assets) at end of year2016-12-31$139,136
Employer contributions (assets) at beginning of year2016-12-31$125,817
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$697,367
Contract administrator fees2016-12-31$8,299
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31ALAN ROSS & COMPANY, PC
Accountancy firm EIN2016-12-31205367494
2015 : HERMAN R EWELL INC PROFIT SHARING & SAVINGS PLAN 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$228
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$221
Total income from all sources (including contributions)2015-12-31$374,549
Total of all expenses incurred2015-12-31$455,024
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$415,297
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$471,920
Value of total assets at end of year2015-12-31$7,924,190
Value of total assets at beginning of year2015-12-31$8,004,658
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$39,727
Total interest from all sources2015-12-31$5,788
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$733,416
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$733,416
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$333,370
Participant contributions at end of year2015-12-31$211,359
Participant contributions at beginning of year2015-12-31$191,203
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$12,733
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$228
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$221
Administrative expenses (other) incurred2015-12-31$2
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-80,475
Value of net assets at end of year (total assets less liabilities)2015-12-31$7,923,962
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$8,004,437
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$32,137
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$6,963,977
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$7,241,466
Interest on participant loans2015-12-31$5,735
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$623,037
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$470,753
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$470,753
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$53
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-836,575
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$125,817
Employer contributions (assets) at end of year2015-12-31$125,817
Employer contributions (assets) at beginning of year2015-12-31$101,236
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$415,297
Contract administrator fees2015-12-31$7,588
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31ALAN ROSS & COMPANY, PC
Accountancy firm EIN2015-12-31205367494
2014 : HERMAN R EWELL INC PROFIT SHARING & SAVINGS PLAN 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$221
Total income from all sources (including contributions)2014-12-31$1,119,663
Total of all expenses incurred2014-12-31$257,249
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$214,368
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$671,044
Value of total assets at end of year2014-12-31$8,004,658
Value of total assets at beginning of year2014-12-31$7,142,023
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$42,881
Total interest from all sources2014-12-31$6,075
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$78,017
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$78,017
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$276,619
Participant contributions at end of year2014-12-31$191,203
Participant contributions at beginning of year2014-12-31$149,967
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$293,189
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$221
Administrative expenses (other) incurred2014-12-31$225
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$862,414
Value of net assets at end of year (total assets less liabilities)2014-12-31$8,004,437
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$7,142,023
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$34,385
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$7,241,466
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$6,405,440
Interest on participant loans2014-12-31$6,028
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$470,753
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$483,320
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$483,320
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$47
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$364,527
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$101,236
Employer contributions (assets) at end of year2014-12-31$101,236
Employer contributions (assets) at beginning of year2014-12-31$103,296
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$214,368
Contract administrator fees2014-12-31$8,271
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31ALAN ROSS & COMPANY, PC
Accountancy firm EIN2014-12-31205367494
2013 : HERMAN R EWELL INC PROFIT SHARING & SAVINGS PLAN 2013 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$7
Total income from all sources (including contributions)2013-12-31$1,827,299
Total of all expenses incurred2013-12-31$298,080
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$242,419
Value of total corrective distributions2013-12-31$20,927
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$438,649
Value of total assets at end of year2013-12-31$7,142,023
Value of total assets at beginning of year2013-12-31$5,612,811
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$34,734
Total interest from all sources2013-12-31$5,008
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$64,383
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$64,383
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$266,245
Participant contributions at end of year2013-12-31$149,967
Participant contributions at beginning of year2013-12-31$176,339
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$69,108
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$7
Administrative expenses (other) incurred2013-12-31$117
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,529,219
Value of net assets at end of year (total assets less liabilities)2013-12-31$7,142,023
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$5,612,804
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$32,267
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$6,405,440
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$4,897,134
Interest on participant loans2013-12-31$4,952
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$483,320
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$438,567
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$438,567
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$56
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,319,259
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$103,296
Employer contributions (assets) at end of year2013-12-31$103,296
Employer contributions (assets) at beginning of year2013-12-31$100,771
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$242,419
Contract administrator fees2013-12-31$2,350
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31ALAN ROSS & COMPANY PC
Accountancy firm EIN2013-12-31205367494
2012 : HERMAN R EWELL INC PROFIT SHARING & SAVINGS PLAN 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$7
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$2
Total income from all sources (including contributions)2012-12-31$1,005,202
Total of all expenses incurred2012-12-31$431,189
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$401,758
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$355,204
Value of total assets at end of year2012-12-31$5,612,811
Value of total assets at beginning of year2012-12-31$5,038,793
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$29,431
Total interest from all sources2012-12-31$5,308
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$62,770
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$62,770
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$50,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$254,433
Participant contributions at end of year2012-12-31$176,339
Participant contributions at beginning of year2012-12-31$160,318
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$7
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$2
Administrative expenses (other) incurred2012-12-31$12
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$574,013
Value of net assets at end of year (total assets less liabilities)2012-12-31$5,612,804
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$5,038,791
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$27,488
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$4,897,134
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$4,178,236
Interest on participant loans2012-12-31$5,197
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$438,567
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$610,447
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$610,447
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$111
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$581,920
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$100,771
Employer contributions (assets) at end of year2012-12-31$100,771
Employer contributions (assets) at beginning of year2012-12-31$89,792
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$401,758
Contract administrator fees2012-12-31$1,931
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31MARVIN ROSENBAUM, CPA
Accountancy firm EIN2012-12-31207147369
2011 : HERMAN R EWELL INC PROFIT SHARING & SAVINGS PLAN 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$2
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$14
Total income from all sources (including contributions)2011-12-31$139,120
Total of all expenses incurred2011-12-31$373,449
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$343,686
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$338,804
Value of total assets at end of year2011-12-31$5,038,793
Value of total assets at beginning of year2011-12-31$5,273,134
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$29,763
Total interest from all sources2011-12-31$6,620
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$63,008
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$63,008
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$249,012
Participant contributions at end of year2011-12-31$160,318
Participant contributions at beginning of year2011-12-31$194,260
Participant contributions at beginning of year2011-12-31$4,015
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$2
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$14
Administrative expenses (other) incurred2011-12-31$37
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-234,329
Value of net assets at end of year (total assets less liabilities)2011-12-31$5,038,791
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$5,273,120
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$28,426
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$4,178,236
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$4,401,765
Interest on participant loans2011-12-31$6,352
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$610,447
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$581,159
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$581,159
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$268
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-269,312
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$89,792
Employer contributions (assets) at end of year2011-12-31$89,792
Employer contributions (assets) at beginning of year2011-12-31$91,935
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$343,686
Contract administrator fees2011-12-31$1,300
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31MARVIN ROSENBAUM, CPA
Accountancy firm EIN2011-12-31207147369
2010 : HERMAN R EWELL INC PROFIT SHARING & SAVINGS PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$14
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$992,902
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$182,813
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$153,107
Value of total corrective distributions2010-12-31$3,426
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$395,964
Value of total assets at end of year2010-12-31$5,273,134
Value of total assets at beginning of year2010-12-31$4,463,031
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$26,280
Total interest from all sources2010-12-31$7,422
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$54,853
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$54,853
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$248,803
Participant contributions at end of year2010-12-31$194,260
Participant contributions at beginning of year2010-12-31$136,630
Participant contributions at end of year2010-12-31$4,015
Participant contributions at beginning of year2010-12-31$4,045
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$55,226
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$14
Administrative expenses (other) incurred2010-12-31$45
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$810,089
Value of net assets at end of year (total assets less liabilities)2010-12-31$5,273,120
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$4,463,031
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$24,435
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$4,401,765
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$3,896,063
Interest on participant loans2010-12-31$7,192
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$581,159
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$290,815
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$290,815
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$230
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$534,663
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$91,935
Employer contributions (assets) at end of year2010-12-31$91,935
Employer contributions (assets) at beginning of year2010-12-31$135,478
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$153,107
Contract administrator fees2010-12-31$1,800
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31MARVIN ROSENBAUM, CPA
Accountancy firm EIN2010-12-31207147369
2009 : HERMAN R EWELL INC PROFIT SHARING & SAVINGS PLAN 2009 401k financial data
Total income from all sources (including contributions)2009-12-31$1,324,213
Total of all expenses incurred2009-12-31$379,468
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2009-12-31$359,331
Total contributions o plan (from employers,participants, others, non cash contrinutions)2009-12-31$385,817
Value of total assets at end of year2009-12-31$4,463,031
Value of total assets at beginning of year2009-12-31$3,518,286
Total of administrative expenses incurred including professional, contract, advisory and management fees2009-12-31$20,137
Total interest from all sources2009-12-31$9,379
Total dividends received (eg from common stock, registered investment company shares)2009-12-31$59,922
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2009-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2009-12-31$59,922
Was this plan covered by a fidelity bond2009-12-31Yes
Value of fidelity bond cover2009-12-31$500,000
If this is an individual account plan, was there a blackout period2009-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0
Were there any nonexempt tranactions with any party-in-interest2009-12-31No
Contributions received from participants2009-12-31$250,338
Participant contributions at end of year2009-12-31$136,630
Participant contributions at beginning of year2009-12-31$151,460
Participant contributions at end of year2009-12-31$4,045
Participant contributions at beginning of year2009-12-31$4,696
Administrative expenses (other) incurred2009-12-31$831
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2009-12-31No
Value of net income/loss2009-12-31$944,745
Value of net assets at end of year (total assets less liabilities)2009-12-31$4,463,031
Value of net assets at beginning of year (total assets less liabilities)2009-12-31$3,518,286
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2009-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2009-12-31No
Were any leases to which the plan was party in default or uncollectible2009-12-31No
Investment advisory and management fees2009-12-31$19,306
Value of interest in registered invesment companies (eg mutual funds) at end of year2009-12-31$3,896,063
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2009-12-31$2,868,647
Interest on participant loans2009-12-31$8,610
Interest earned on other investments2009-12-31$9
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2009-12-31$290,815
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2009-12-31$322,658
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2009-12-31$322,658
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2009-12-31$760
Net investment gain/loss from registered investment companies (e.g. mutual funds)2009-12-31$869,095
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2009-12-31No
Was there a failure to transmit to the plan any participant contributions2009-12-31No
Has the plan failed to provide any benefit when due under the plan2009-12-31No
Contributions received in cash from employer2009-12-31$135,479
Employer contributions (assets) at end of year2009-12-31$135,478
Employer contributions (assets) at beginning of year2009-12-31$170,825
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2009-12-31$359,331
Did the plan have assets held for investment2009-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2009-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2009-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2009-12-31Yes
Opinion of an independent qualified public accountant for this plan2009-12-31Disclaimer
Accountancy firm name2009-12-31MARVIN ROSENBAUM CPA
Accountancy firm EIN2009-12-31207147369

Form 5500 Responses for HERMAN R EWELL INC PROFIT SHARING & SAVINGS PLAN

2023: HERMAN R EWELL INC PROFIT SHARING & SAVINGS PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: HERMAN R EWELL INC PROFIT SHARING & SAVINGS PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: HERMAN R EWELL INC PROFIT SHARING & SAVINGS PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: HERMAN R EWELL INC PROFIT SHARING & SAVINGS PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: HERMAN R EWELL INC PROFIT SHARING & SAVINGS PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: HERMAN R EWELL INC PROFIT SHARING & SAVINGS PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: HERMAN R EWELL INC PROFIT SHARING & SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: HERMAN R EWELL INC PROFIT SHARING & SAVINGS PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: HERMAN R EWELL INC PROFIT SHARING & SAVINGS PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: HERMAN R EWELL INC PROFIT SHARING & SAVINGS PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: HERMAN R EWELL INC PROFIT SHARING & SAVINGS PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: HERMAN R EWELL INC PROFIT SHARING & SAVINGS PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: HERMAN R EWELL INC PROFIT SHARING & SAVINGS PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: HERMAN R EWELL INC PROFIT SHARING & SAVINGS PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
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