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HEFREN-TILLOTSON, INC. RETIREMENT INCOME PLAN AND TRUST 401k Plan overview

Plan NameHEFREN-TILLOTSON, INC. RETIREMENT INCOME PLAN AND TRUST
Plan identification number 001

HEFREN-TILLOTSON, INC. RETIREMENT INCOME PLAN AND TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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.

401k Sponsoring company profile

HEFREN-TILLOTSON, INC. has sponsored the creation of one or more 401k plans.

Company Name:HEFREN-TILLOTSON, INC.
Employer identification number (EIN):251121408
NAIC Classification:523900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HEFREN-TILLOTSON, INC. RETIREMENT INCOME PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01JOSEPH NIESSLEIN2023-02-02 JOSEPH NIESSLEIN2023-02-02
0012021-01-01
0012021-01-01JOSEPH NIESSLEIN
0012020-01-01
0012019-01-01
0012017-01-01JOSEPH M NIESSLEIN JOSEPH M NIESSLEIN2018-10-11
0012016-01-01JOSEPH NIESSLEIN JOSEPH NIESSLEIN2017-10-05
0012015-01-01JOSEPH NIESSLEIN JOSEPH NIESSLEIN2016-09-14
0012014-01-01JOSEPH NIESSLEIN JOSEPH NIESSLEIN2015-09-03
0012013-01-01JOSEPH NIESSLEIN JOSEPH NIESSLEIN2014-10-07
0012012-01-01JOSEPH NIESSLEIN JOSEPH NIESSLEIN2013-08-27
0012011-01-01JOSEPH NIESSLEIN
0012010-01-01JOSEPH NIESSLEIN
0012009-01-01JOSEPH NIESSLEIN
0012009-01-01JOSEPH NIESSLEIN

Plan Statistics for HEFREN-TILLOTSON, INC. RETIREMENT INCOME PLAN AND TRUST

401k plan membership statisitcs for HEFREN-TILLOTSON, INC. RETIREMENT INCOME PLAN AND TRUST

Measure Date Value
2022: HEFREN-TILLOTSON, INC. RETIREMENT INCOME PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year2022-01-01277
Total number of active participants reported on line 7a of the Form 55002022-01-010
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-010
Number of participants with account balances2022-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: HEFREN-TILLOTSON, INC. RETIREMENT INCOME PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year2021-01-01275
Total number of active participants reported on line 7a of the Form 55002021-01-01251
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0124
Total of all active and inactive participants2021-01-01275
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01275
Number of participants with account balances2021-01-01275
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: HEFREN-TILLOTSON, INC. RETIREMENT INCOME PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-01275
Total number of active participants reported on line 7a of the Form 55002020-01-01244
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0128
Total of all active and inactive participants2020-01-01272
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-012
Total participants2020-01-01274
Number of participants with account balances2020-01-01274
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: HEFREN-TILLOTSON, INC. RETIREMENT INCOME PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-01259
Total number of active participants reported on line 7a of the Form 55002019-01-01248
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0123
Total of all active and inactive participants2019-01-01271
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01272
Number of participants with account balances2019-01-01272
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2017: HEFREN-TILLOTSON, INC. RETIREMENT INCOME PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-01222
Total number of active participants reported on line 7a of the Form 55002017-01-01227
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-019
Total of all active and inactive participants2017-01-01236
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01236
Number of participants with account balances2017-01-01236
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: HEFREN-TILLOTSON, INC. RETIREMENT INCOME PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-01212
Total number of active participants reported on line 7a of the Form 55002016-01-01214
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-017
Total of all active and inactive participants2016-01-01221
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01221
Number of participants with account balances2016-01-01221
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: HEFREN-TILLOTSON, INC. RETIREMENT INCOME PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-01204
Total number of active participants reported on line 7a of the Form 55002015-01-01198
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0112
Total of all active and inactive participants2015-01-01210
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01210
Number of participants with account balances2015-01-01210
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: HEFREN-TILLOTSON, INC. RETIREMENT INCOME PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-01193
Total number of active participants reported on line 7a of the Form 55002014-01-01194
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0111
Total of all active and inactive participants2014-01-01205
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01205
Number of participants with account balances2014-01-01205
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: HEFREN-TILLOTSON, INC. RETIREMENT INCOME PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-01183
Total number of active participants reported on line 7a of the Form 55002013-01-01180
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0111
Total of all active and inactive participants2013-01-01191
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01191
Number of participants with account balances2013-01-01191
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: HEFREN-TILLOTSON, INC. RETIREMENT INCOME PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-01168
Total number of active participants reported on line 7a of the Form 55002012-01-01164
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0116
Total of all active and inactive participants2012-01-01180
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-012
Total participants2012-01-01182
Number of participants with account balances2012-01-01182
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: HEFREN-TILLOTSON, INC. RETIREMENT INCOME PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-01164
Total number of active participants reported on line 7a of the Form 55002011-01-01151
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0115
Total of all active and inactive participants2011-01-01166
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-012
Total participants2011-01-01168
Number of participants with account balances2011-01-01168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: HEFREN-TILLOTSON, INC. RETIREMENT INCOME PLAN AND TRUST 2010 401k membership
Total participants, beginning-of-year2010-01-01157
Total number of active participants reported on line 7a of the Form 55002010-01-01147
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0116
Total of all active and inactive participants2010-01-01163
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-011
Total participants2010-01-01164
Number of participants with account balances2010-01-01164
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: HEFREN-TILLOTSON, INC. RETIREMENT INCOME PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-01147
Total number of active participants reported on line 7a of the Form 55002009-01-01136
Number of retired or separated participants receiving benefits2009-01-011
Number of other retired or separated participants entitled to future benefits2009-01-0120
Total of all active and inactive participants2009-01-01157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01157
Number of participants with account balances2009-01-01157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on HEFREN-TILLOTSON, INC. RETIREMENT INCOME PLAN AND TRUST

Measure Date Value
2022 : HEFREN-TILLOTSON, INC. RETIREMENT INCOME PLAN AND TRUST 2022 401k financial data
Total transfer of assets from this plan2022-09-06$112,530
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-09-06$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-09-06$100
Total income from all sources (including contributions)2022-09-06$-15,248,368
Total of all expenses incurred2022-09-06$95,341,567
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-09-06$95,296,985
Value of total corrective distributions2022-09-06$1,037
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-09-06$2,349,385
Value of total assets at end of year2022-09-06$0
Value of total assets at beginning of year2022-09-06$110,702,565
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-09-06$43,545
Total interest from all sources2022-09-06$3,886
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-09-06Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2022-09-06$0
Was this plan covered by a fidelity bond2022-09-06Yes
Value of fidelity bond cover2022-09-06$2,000,000
If this is an individual account plan, was there a blackout period2022-09-06No
Were there any nonexempt tranactions with any party-in-interest2022-09-06No
Contributions received from participants2022-09-06$1,325,167
Participant contributions at end of year2022-09-06$0
Participant contributions at beginning of year2022-09-06$263,652
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-09-06$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-09-06$100
Other income not declared elsewhere2022-09-06$25,119
Administrative expenses (other) incurred2022-09-06$600
Total non interest bearing cash at end of year2022-09-06$0
Total non interest bearing cash at beginning of year2022-09-06$8,628
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-09-06No
Value of net income/loss2022-09-06$-110,589,935
Value of net assets at end of year (total assets less liabilities)2022-09-06$0
Value of net assets at beginning of year (total assets less liabilities)2022-09-06$110,702,465
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-09-06No
Were any loans by the plan or fixed income obligations due to the plan in default2022-09-06No
Were any leases to which the plan was party in default or uncollectible2022-09-06No
Investment advisory and management fees2022-09-06$42,945
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-09-06$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-09-06$106,829,602
Interest on participant loans2022-09-06$3,886
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-09-06$-17,626,758
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-09-06No
Was there a failure to transmit to the plan any participant contributions2022-09-06No
Has the plan failed to provide any benefit when due under the plan2022-09-06No
Contributions received in cash from employer2022-09-06$1,024,218
Employer contributions (assets) at end of year2022-09-06$0
Employer contributions (assets) at beginning of year2022-09-06$3,600,683
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-09-06$95,296,985
Did the plan have assets held for investment2022-09-06No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-09-06No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-09-06Yes
Opinion of an independent qualified public accountant for this plan2022-09-06Unqualified
Accountancy firm name2022-09-06LALLY & CO., LLC
Accountancy firm EIN2022-09-06251846963
Total transfer of assets from this plan2022-01-01$112,530
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$100
Total income from all sources (including contributions)2022-01-01$-15,248,368
Total of all expenses incurred2022-01-01$95,341,567
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-01-01$95,296,985
Value of total corrective distributions2022-01-01$1,037
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-01-01$2,349,385
Value of total assets at end of year2022-01-01$0
Value of total assets at beginning of year2022-01-01$110,702,565
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-01-01$43,545
Total interest from all sources2022-01-01$3,886
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-01-01Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2022-01-01$0
Was this plan covered by a fidelity bond2022-01-01Yes
Value of fidelity bond cover2022-01-01$2,000,000
If this is an individual account plan, was there a blackout period2022-01-01No
Were there any nonexempt tranactions with any party-in-interest2022-01-01No
Contributions received from participants2022-01-01$1,325,167
Participant contributions at end of year2022-01-01$0
Participant contributions at beginning of year2022-01-01$263,652
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-01-01$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-01-01$100
Other income not declared elsewhere2022-01-01$25,119
Administrative expenses (other) incurred2022-01-01$600
Total non interest bearing cash at end of year2022-01-01$0
Total non interest bearing cash at beginning of year2022-01-01$8,628
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Value of net income/loss2022-01-01$-110,589,935
Value of net assets at end of year (total assets less liabilities)2022-01-01$0
Value of net assets at beginning of year (total assets less liabilities)2022-01-01$110,702,465
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2022-01-01No
Were any leases to which the plan was party in default or uncollectible2022-01-01No
Investment advisory and management fees2022-01-01$42,945
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-01-01$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-01-01$106,829,602
Interest on participant loans2022-01-01$3,886
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-01-01$-17,626,758
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-01-01No
Was there a failure to transmit to the plan any participant contributions2022-01-01No
Has the plan failed to provide any benefit when due under the plan2022-01-01No
Contributions received in cash from employer2022-01-01$1,024,218
Employer contributions (assets) at end of year2022-01-01$0
Employer contributions (assets) at beginning of year2022-01-01$3,600,683
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-01-01$95,296,985
Did the plan have assets held for investment2022-01-01No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-01-01Yes
Opinion of an independent qualified public accountant for this plan2022-01-011
Accountancy firm name2022-01-01LALLY & CO., LLC
Accountancy firm EIN2022-01-01251846963
2021 : HEFREN-TILLOTSON, INC. RETIREMENT INCOME PLAN AND TRUST 2021 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$100
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$9,727
Total income from all sources (including contributions)2021-12-31$20,601,996
Total of all expenses incurred2021-12-31$1,503,073
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,487,520
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$6,843,625
Value of total assets at end of year2021-12-31$110,702,565
Value of total assets at beginning of year2021-12-31$91,613,269
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$15,553
Total interest from all sources2021-12-31$13,419
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$2,000,000
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$2,835,048
Participant contributions at end of year2021-12-31$263,652
Participant contributions at beginning of year2021-12-31$353,138
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$407,894
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$100
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$9,727
Other income not declared elsewhere2021-12-31$32,092
Administrative expenses (other) incurred2021-12-31$2,038
Total non interest bearing cash at end of year2021-12-31$8,628
Total non interest bearing cash at beginning of year2021-12-31$4,075
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$19,098,923
Value of net assets at end of year (total assets less liabilities)2021-12-31$110,702,465
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$91,603,542
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$13,515
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$106,829,602
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$88,121,798
Interest on participant loans2021-12-31$13,419
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$13,712,860
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$3,600,683
Employer contributions (assets) at end of year2021-12-31$3,600,683
Employer contributions (assets) at beginning of year2021-12-31$3,134,258
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,487,520
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 name2021-12-31LALLY & CO., LLC
Accountancy firm EIN2021-12-31251846963
2020 : HEFREN-TILLOTSON, INC. RETIREMENT INCOME PLAN AND TRUST 2020 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$9,727
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$4,076
Total income from all sources (including contributions)2020-12-31$19,845,477
Total of all expenses incurred2020-12-31$1,684,224
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,663,074
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$5,770,084
Value of total assets at end of year2020-12-31$91,613,269
Value of total assets at beginning of year2020-12-31$73,446,365
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$21,150
Total interest from all sources2020-12-31$22,233
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$2,000,000
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$2,616,816
Participant contributions at end of year2020-12-31$353,138
Participant contributions at beginning of year2020-12-31$516,061
Participant contributions at beginning of year2020-12-31$68,262
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$19,010
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$9,727
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$4,076
Other income not declared elsewhere2020-12-31$18,475
Administrative expenses (other) incurred2020-12-31$2,675
Total non interest bearing cash at end of year2020-12-31$4,075
Total non interest bearing cash at beginning of year2020-12-31$4,075
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$18,161,253
Value of net assets at end of year (total assets less liabilities)2020-12-31$91,603,542
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$73,442,289
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$18,475
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$88,121,798
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$69,874,727
Interest on participant loans2020-12-31$22,233
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$14,034,685
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$3,134,258
Employer contributions (assets) at end of year2020-12-31$3,134,258
Employer contributions (assets) at beginning of year2020-12-31$2,983,240
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,663,074
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 plan2020-12-31Unqualified
Accountancy firm name2020-12-31LALLY & CO., LLC
Accountancy firm EIN2020-12-31251846963
2019 : HEFREN-TILLOTSON, INC. RETIREMENT INCOME PLAN AND TRUST 2019 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$4,076
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$4,076
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$12,115
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$12,115
Total income from all sources (including contributions)2019-12-31$18,616,442
Total income from all sources (including contributions)2019-12-31$18,616,442
Total of all expenses incurred2019-12-31$1,117,613
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,082,681
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,082,681
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$5,524,679
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$5,524,679
Value of total assets at end of year2019-12-31$73,446,365
Value of total assets at end of year2019-12-31$73,446,365
Value of total assets at beginning of year2019-12-31$55,955,575
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$34,932
Total interest from all sources2019-12-31$29,514
Total interest from all sources2019-12-31$29,514
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$2,000,000
Value of fidelity bond cover2019-12-31$2,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
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
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$2,361,014
Contributions received from participants2019-12-31$2,361,014
Participant contributions at end of year2019-12-31$516,061
Participant contributions at end of year2019-12-31$516,061
Participant contributions at beginning of year2019-12-31$551,990
Participant contributions at beginning of year2019-12-31$551,990
Participant contributions at end of year2019-12-31$68,262
Participant contributions at end of year2019-12-31$68,262
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$180,425
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$180,425
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$4,076
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$4,076
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$12,115
Other income not declared elsewhere2019-12-31$32,000
Other income not declared elsewhere2019-12-31$32,000
Administrative expenses (other) incurred2019-12-31$2,888
Total non interest bearing cash at end of year2019-12-31$4,075
Total non interest bearing cash at end of year2019-12-31$4,075
Total non interest bearing cash at beginning of year2019-12-31$10,014
Total non interest bearing cash at beginning of year2019-12-31$10,014
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
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$17,498,829
Value of net income/loss2019-12-31$17,498,829
Value of net assets at end of year (total assets less liabilities)2019-12-31$73,442,289
Value of net assets at end of year (total assets less liabilities)2019-12-31$73,442,289
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$55,943,460
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$55,943,460
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
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 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$32,044
Investment advisory and management fees2019-12-31$32,044
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$69,874,727
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$69,874,727
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$52,608,112
Interest on participant loans2019-12-31$29,514
Interest on participant loans2019-12-31$29,514
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$13,030,249
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$13,030,249
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
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
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$2,983,240
Contributions received in cash from employer2019-12-31$2,983,240
Employer contributions (assets) at end of year2019-12-31$2,983,240
Employer contributions (assets) at end of year2019-12-31$2,983,240
Employer contributions (assets) at beginning of year2019-12-31$2,785,459
Employer contributions (assets) at beginning of year2019-12-31$2,785,459
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,082,681
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,082,681
Did the plan have assets held for investment2019-12-31Yes
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
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
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Liabilities. Value of acquisition indebtedness at beginning of year2019-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2019-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31LALLY & CO., LLC
Accountancy firm name2019-12-31LALLY & CO., LLC
Accountancy firm EIN2019-12-31251846963
Accountancy firm EIN2019-12-31251846963
2018 : HEFREN-TILLOTSON, INC. RETIREMENT INCOME PLAN AND TRUST 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$12,115
Total income from all sources (including contributions)2018-12-31$2,039,513
Total of all expenses incurred2018-12-31$7,589,064
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$7,556,267
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$5,366,630
Value of total assets at end of year2018-12-31$55,955,575
Value of total assets at beginning of year2018-12-31$61,493,011
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$32,797
Total interest from all sources2018-12-31$24,829
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$2,000,000
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$2,146,833
Participant contributions at end of year2018-12-31$551,990
Participant contributions at beginning of year2018-12-31$494,237
Participant contributions at beginning of year2018-12-31$1,800
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$434,338
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$12,115
Other income not declared elsewhere2018-12-31$28,309
Administrative expenses (other) incurred2018-12-31$32,797
Total non interest bearing cash at end of year2018-12-31$10,014
Total non interest bearing cash at beginning of year2018-12-31$76,946
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-5,549,551
Value of net assets at end of year (total assets less liabilities)2018-12-31$55,943,460
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$61,493,011
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$52,608,112
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$57,713,753
Interest on participant loans2018-12-31$24,517
Interest earned on other investments2018-12-31$312
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-3,380,255
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$2,785,459
Employer contributions (assets) at end of year2018-12-31$2,785,459
Employer contributions (assets) at beginning of year2018-12-31$2,510,646
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$7,556,267
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$695,629
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
Liabilities. Value of acquisition indebtedness at end of year2018-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31LALLY & CO., LLC
Accountancy firm EIN2018-12-31251846963
2017 : HEFREN-TILLOTSON, INC. RETIREMENT INCOME PLAN AND TRUST 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$15,803,664
Total of all expenses incurred2017-12-31$10,975,256
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$10,945,378
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$4,939,666
Value of total assets at end of year2017-12-31$61,493,011
Value of total assets at beginning of year2017-12-31$56,664,603
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$29,878
Total interest from all sources2017-12-31$17,669
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$84,361
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$2,000,000
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$1,949,624
Participant contributions at end of year2017-12-31$494,237
Participant contributions at beginning of year2017-12-31$325,344
Participant contributions at end of year2017-12-31$1,800
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$479,396
Other income not declared elsewhere2017-12-31$104,749
Administrative expenses (other) incurred2017-12-31$29,878
Total non interest bearing cash at end of year2017-12-31$76,946
Total non interest bearing cash at beginning of year2017-12-31$63,951
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$4,828,408
Value of net assets at end of year (total assets less liabilities)2017-12-31$61,493,011
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$56,664,603
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$57,713,753
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$51,916,495
Interest on participant loans2017-12-31$17,669
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$10,657,219
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$2,510,646
Employer contributions (assets) at end of year2017-12-31$2,510,646
Employer contributions (assets) at beginning of year2017-12-31$2,282,923
Income. Dividends from common stock2017-12-31$84,361
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$10,945,378
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$695,629
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$2,075,890
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)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31LALLY & CO., LLC
Accountancy firm EIN2017-12-31251846963
2016 : HEFREN-TILLOTSON, INC. RETIREMENT INCOME PLAN AND TRUST 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$8,517,518
Total of all expenses incurred2016-12-31$368,279
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$341,517
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$4,181,095
Value of total assets at end of year2016-12-31$56,664,603
Value of total assets at beginning of year2016-12-31$48,515,364
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$26,762
Total interest from all sources2016-12-31$11,490
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$286,162
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$2,000,000
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$1,799,736
Participant contributions at end of year2016-12-31$325,344
Participant contributions at beginning of year2016-12-31$242,077
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$98,436
Other income not declared elsewhere2016-12-31$88,284
Administrative expenses (other) incurred2016-12-31$26,762
Total non interest bearing cash at end of year2016-12-31$63,951
Total non interest bearing cash at beginning of year2016-12-31$51,220
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$8,149,239
Value of net assets at end of year (total assets less liabilities)2016-12-31$56,664,603
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$48,515,364
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$51,916,495
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$43,941,606
Interest on participant loans2016-12-31$11,490
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$3,950,487
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$2,282,923
Employer contributions (assets) at end of year2016-12-31$2,282,923
Employer contributions (assets) at beginning of year2016-12-31$2,238,523
Income. Dividends from common stock2016-12-31$286,162
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$341,517
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$2,075,890
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$2,041,938
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)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31LALLY & CO., LLC
Accountancy firm EIN2016-12-31251846963
2015 : HEFREN-TILLOTSON, INC. RETIREMENT INCOME PLAN AND TRUST 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$4,322,977
Total of all expenses incurred2015-12-31$58,001
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$28,602
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$4,178,521
Value of total assets at end of year2015-12-31$48,515,364
Value of total assets at beginning of year2015-12-31$44,250,388
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$29,399
Total interest from all sources2015-12-31$9,812
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$281,312
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$2,000,000
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$1,785,414
Participant contributions at end of year2015-12-31$242,077
Participant contributions at beginning of year2015-12-31$230,435
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$154,584
Other income not declared elsewhere2015-12-31$79,213
Administrative expenses (other) incurred2015-12-31$29,399
Total non interest bearing cash at end of year2015-12-31$51,220
Total non interest bearing cash at beginning of year2015-12-31$41,414
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$4,264,976
Value of net assets at end of year (total assets less liabilities)2015-12-31$48,515,364
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$44,250,388
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$43,941,606
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$39,943,563
Interest on participant loans2015-12-31$9,812
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-225,881
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$2,238,523
Employer contributions (assets) at end of year2015-12-31$2,238,523
Employer contributions (assets) at beginning of year2015-12-31$2,094,892
Income. Dividends from common stock2015-12-31$281,312
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$28,602
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$2,041,938
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$1,940,084
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)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31LALLY & CO., LLC
Accountancy firm EIN2015-12-31251846963
2014 : HEFREN-TILLOTSON, INC. RETIREMENT INCOME PLAN AND TRUST 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$5,963,774
Total of all expenses incurred2014-12-31$2,374,174
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$2,344,445
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$3,760,907
Value of total assets at end of year2014-12-31$44,250,388
Value of total assets at beginning of year2014-12-31$40,660,788
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$29,729
Total interest from all sources2014-12-31$7,979
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$271,612
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$2,000,000
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$1,600,744
Participant contributions at end of year2014-12-31$230,435
Participant contributions at beginning of year2014-12-31$188,748
Participant contributions at beginning of year2014-12-31$729
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$65,271
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$12,726
Other income not declared elsewhere2014-12-31$69,859
Administrative expenses (other) incurred2014-12-31$29,729
Total non interest bearing cash at end of year2014-12-31$41,414
Total non interest bearing cash at beginning of year2014-12-31$11,926
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$3,589,600
Value of net assets at end of year (total assets less liabilities)2014-12-31$44,250,388
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$40,660,788
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$39,943,563
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$36,731,017
Interest on participant loans2014-12-31$7,979
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,853,417
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$2,094,892
Employer contributions (assets) at end of year2014-12-31$2,094,892
Employer contributions (assets) at beginning of year2014-12-31$1,882,262
Income. Dividends from common stock2014-12-31$271,612
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$2,344,445
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$1,940,084
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$1,833,380
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)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31LALLY & CO., LLC
Accountancy firm EIN2014-12-31251846963
2013 : HEFREN-TILLOTSON, INC. RETIREMENT INCOME PLAN AND TRUST 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$9,963,745
Total of all expenses incurred2013-12-31$1,426,930
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,361,714
Expenses. Certain deemed distributions of participant loans2013-12-31$33,362
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$3,330,873
Value of total assets at end of year2013-12-31$40,660,788
Value of total assets at beginning of year2013-12-31$32,123,973
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$31,854
Total interest from all sources2013-12-31$6,906
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$257,061
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$2,000,000
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$1,431,432
Participant contributions at end of year2013-12-31$188,748
Participant contributions at beginning of year2013-12-31$210,081
Participant contributions at end of year2013-12-31$729
Participant contributions at beginning of year2013-12-31$711
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$17,179
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$12,726
Other income not declared elsewhere2013-12-31$56,068
Administrative expenses (other) incurred2013-12-31$31,854
Total non interest bearing cash at end of year2013-12-31$11,926
Total non interest bearing cash at beginning of year2013-12-31$9,638
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$8,536,815
Value of net assets at end of year (total assets less liabilities)2013-12-31$40,660,788
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$32,123,973
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$36,731,017
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$28,472,171
Interest on participant loans2013-12-31$6,906
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$6,312,837
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$1,882,262
Employer contributions (assets) at end of year2013-12-31$1,882,262
Employer contributions (assets) at beginning of year2013-12-31$1,661,043
Income. Dividends from common stock2013-12-31$257,061
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,361,714
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$1,833,380
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$1,770,329
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)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31LALLY & CO., LLC
Accountancy firm EIN2013-12-31251846963
2012 : HEFREN-TILLOTSON, INC. RETIREMENT INCOME PLAN AND TRUST 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$7,043,457
Total of all expenses incurred2012-12-31$930,984
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$894,475
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$2,947,924
Value of total assets at end of year2012-12-31$32,123,973
Value of total assets at beginning of year2012-12-31$26,011,500
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$36,509
Total interest from all sources2012-12-31$5,920
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$315,264
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$2,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,276,625
Participant contributions at end of year2012-12-31$210,081
Participant contributions at beginning of year2012-12-31$133,043
Participant contributions at end of year2012-12-31$711
Participant contributions at beginning of year2012-12-31$1,302
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$10,256
Other income not declared elsewhere2012-12-31$45,612
Administrative expenses (other) incurred2012-12-31$36,509
Total non interest bearing cash at end of year2012-12-31$9,638
Total non interest bearing cash at beginning of year2012-12-31$4,702
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$6,112,473
Value of net assets at end of year (total assets less liabilities)2012-12-31$32,123,973
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$26,011,500
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$28,472,171
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$22,634,198
Interest on participant loans2012-12-31$5,920
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$3,728,737
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$1,661,043
Employer contributions (assets) at end of year2012-12-31$1,661,043
Employer contributions (assets) at beginning of year2012-12-31$1,545,532
Income. Dividends from common stock2012-12-31$315,264
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$894,475
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$1,770,329
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$1,692,723
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 name2012-12-31LALLY & CO., LLC
Accountancy firm EIN2012-12-31251846963
2011 : HEFREN-TILLOTSON, INC. RETIREMENT INCOME PLAN AND TRUST 2011 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$2,030,746
Total of all expenses incurred2011-12-31$2,071,643
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$2,029,952
Expenses. Certain deemed distributions of participant loans2011-12-31$2,440
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$2,685,978
Value of total assets at end of year2011-12-31$26,011,500
Value of total assets at beginning of year2011-12-31$26,052,397
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$39,251
Total interest from all sources2011-12-31$5,581
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$126,105
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$2,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$1,133,067
Participant contributions at end of year2011-12-31$133,043
Participant contributions at beginning of year2011-12-31$139,634
Participant contributions at end of year2011-12-31$1,302
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$7,379
Other income not declared elsewhere2011-12-31$43,540
Administrative expenses (other) incurred2011-12-31$39,251
Total non interest bearing cash at end of year2011-12-31$4,702
Total non interest bearing cash at beginning of year2011-12-31$4,657
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-40,897
Value of net assets at end of year (total assets less liabilities)2011-12-31$26,011,500
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$26,052,397
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$22,634,198
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$23,792,110
Interest on participant loans2011-12-31$5,581
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-830,458
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$1,545,532
Employer contributions (assets) at end of year2011-12-31$1,545,532
Employer contributions (assets) at beginning of year2011-12-31$459,527
Income. Dividends from common stock2011-12-31$126,105
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$2,029,952
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$1,692,723
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$1,656,469
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 name2011-12-31LALLY & CO., LLC
Accountancy firm EIN2011-12-31251846963
2010 : HEFREN-TILLOTSON, INC. RETIREMENT INCOME PLAN AND TRUST 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$0
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$4,510,491
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$1,827,337
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,791,878
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,519,626
Value of total assets at end of year2010-12-31$26,052,397
Value of total assets at beginning of year2010-12-31$23,369,243
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$35,459
Total interest from all sources2010-12-31$4,470
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$268,829
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$2,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$1,059,915
Participant contributions at end of year2010-12-31$139,634
Participant contributions at beginning of year2010-12-31$87,111
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$184
Other income not declared elsewhere2010-12-31$35,216
Administrative expenses (other) incurred2010-12-31$35,459
Total non interest bearing cash at end of year2010-12-31$4,657
Total non interest bearing cash at beginning of year2010-12-31$4,900
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$2,683,154
Value of net assets at end of year (total assets less liabilities)2010-12-31$26,052,397
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$23,369,243
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$23,792,110
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$21,191,046
Interest on participant loans2010-12-31$4,470
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$2,682,350
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$459,527
Employer contributions (assets) at end of year2010-12-31$459,527
Employer contributions (assets) at beginning of year2010-12-31$344,314
Income. Dividends from common stock2010-12-31$268,829
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,791,878
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$1,656,469
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$1,741,872
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 name2010-12-31LALLY & CO., LLC
Accountancy firm EIN2010-12-31251846963

Form 5500 Responses for HEFREN-TILLOTSON, INC. RETIREMENT INCOME PLAN AND TRUST

2022: HEFREN-TILLOTSON, INC. RETIREMENT INCOME PLAN AND TRUST 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingYes
2022-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: HEFREN-TILLOTSON, INC. RETIREMENT INCOME PLAN AND TRUST 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: HEFREN-TILLOTSON, INC. RETIREMENT INCOME PLAN AND TRUST 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: HEFREN-TILLOTSON, INC. RETIREMENT INCOME PLAN AND TRUST 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2017: HEFREN-TILLOTSON, INC. RETIREMENT INCOME PLAN AND TRUST 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: HEFREN-TILLOTSON, INC. RETIREMENT INCOME PLAN AND TRUST 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: HEFREN-TILLOTSON, INC. RETIREMENT INCOME PLAN AND TRUST 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: HEFREN-TILLOTSON, INC. RETIREMENT INCOME PLAN AND TRUST 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: HEFREN-TILLOTSON, INC. RETIREMENT INCOME PLAN AND TRUST 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: HEFREN-TILLOTSON, INC. RETIREMENT INCOME PLAN AND TRUST 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: HEFREN-TILLOTSON, INC. RETIREMENT INCOME PLAN AND TRUST 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: HEFREN-TILLOTSON, INC. RETIREMENT INCOME PLAN AND TRUST 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: HEFREN-TILLOTSON, INC. RETIREMENT INCOME PLAN AND TRUST 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

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