HORIZON CARPENTRY INC. has sponsored the creation of one or more 401k plans.
Measure | Date | Value |
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2022 : HORIZON CARPENTRY 401(K) PLAN 2022 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total income from all sources (including contributions) | 2022-12-31 | $354,764 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $26,368 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $25,813 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $797,637 |
Value of total assets at end of year | 2022-12-31 | $3,148,418 |
Value of total assets at beginning of year | 2022-12-31 | $2,820,022 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $555 |
Total interest from all sources | 2022-12-31 | $4,832 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $100,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | Yes |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $522,609 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $328,396 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $3,148,418 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $2,820,022 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2022-12-31 | $2,391,259 |
Value of interest in pooled separate accounts at beginning of year | 2022-12-31 | $2,228,865 |
Interest earned on other investments | 2022-12-31 | $4,832 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-12-31 | $757,159 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-12-31 | $591,157 |
Net investment gain/loss from pooled separate accounts | 2022-12-31 | $-447,705 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $275,028 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $25,813 |
Contract administrator fees | 2022-12-31 | $555 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2022-12-31 | Yes |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | MCCULLOUGH, ROSSI & CO. LTD. |
Accountancy firm EIN | 2022-12-31 | 363280790 |
2021 : HORIZON CARPENTRY 401(K) PLAN 2021 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total income from all sources (including contributions) | 2021-12-31 | $1,084,811 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $30,607 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $30,357 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $847,253 |
Value of total assets at end of year | 2021-12-31 | $2,820,022 |
Value of total assets at beginning of year | 2021-12-31 | $1,765,818 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $250 |
Total interest from all sources | 2021-12-31 | $2,810 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $100,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | Yes |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $398,419 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $227,519 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $1,054,204 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $2,820,022 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $1,765,818 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2021-12-31 | $2,228,865 |
Value of interest in pooled separate accounts at beginning of year | 2021-12-31 | $1,605,375 |
Interest earned on other investments | 2021-12-31 | $2,810 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2021-12-31 | $591,157 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2021-12-31 | $160,443 |
Net investment gain/loss from pooled separate accounts | 2021-12-31 | $234,748 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $221,315 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $30,357 |
Contract administrator fees | 2021-12-31 | $250 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2021-12-31 | Yes |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | MCCULLOUGH, ROSSI & CO. LTD |
Accountancy firm EIN | 2021-12-31 | 363280790 |
2020 : HORIZON CARPENTRY 401(K) PLAN 2020 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total income from all sources (including contributions) | 2020-12-31 | $746,502 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $80,079 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $79,142 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $542,802 |
Value of total assets at end of year | 2020-12-31 | $1,765,818 |
Value of total assets at beginning of year | 2020-12-31 | $1,099,395 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $937 |
Total interest from all sources | 2020-12-31 | $1,117 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $100,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | Yes |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $328,197 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $666,423 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $1,765,818 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $1,099,395 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2020-12-31 | $1,605,375 |
Value of interest in pooled separate accounts at beginning of year | 2020-12-31 | $993,413 |
Interest earned on other investments | 2020-12-31 | $1,117 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2020-12-31 | $160,443 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2020-12-31 | $105,982 |
Net investment gain/loss from pooled separate accounts | 2020-12-31 | $202,583 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $214,605 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $79,142 |
Contract administrator fees | 2020-12-31 | $937 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2020-12-31 | Yes |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
Accountancy firm name | 2020-12-31 | MCCULLOUGH, ROSSI & CO. LTD |
Accountancy firm EIN | 2020-12-31 | 363280790 |
2019 : HORIZON CARPENTRY 401(K) PLAN 2019 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total income from all sources (including contributions) | 2019-12-31 | $657,963 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $41,244 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $40,014 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $536,545 |
Value of total assets at end of year | 2019-12-31 | $1,099,395 |
Value of total assets at beginning of year | 2019-12-31 | $482,676 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $1,230 |
Total interest from all sources | 2019-12-31 | $445 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $1,834 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $1,834 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $100,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | Yes |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $320,814 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $616,719 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $1,099,395 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $482,676 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $482,676 |
Value of interest in pooled separate accounts at end of year | 2019-12-31 | $993,413 |
Interest earned on other investments | 2019-12-31 | $445 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $105,982 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $66,202 |
Net investment gain/loss from pooled separate accounts | 2019-12-31 | $52,937 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $215,731 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $40,014 |
Contract administrator fees | 2019-12-31 | $1,230 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2019-12-31 | Yes |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | MCCULLOUGH, ROSSI & CO. LTD |
Accountancy firm EIN | 2019-12-31 | 363280790 |