HAMMONTREE & ASSOCIATES, LIMITED has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan HAMMONTREE & ASSOCIATES LIMITED SAVINGS AND SECURITY PLAN
401k plan membership statisitcs for HAMMONTREE & ASSOCIATES LIMITED SAVINGS AND SECURITY PLAN
Measure | Date | Value |
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2023: HAMMONTREE & ASSOCIATES LIMITED SAVINGS AND SECURITY PLAN 2023 401k membership |
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Total participants, beginning-of-year | 2023-01-01 | 62 |
Total number of active participants reported on line 7a of the Form 5500 | 2023-01-01 | 46 |
Number of retired or separated participants receiving benefits | 2023-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2023-01-01 | 17 |
Total of all active and inactive participants | 2023-01-01 | 63 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2023-01-01 | 0 |
Total participants | 2023-01-01 | 63 |
Number of participants with account balances | 2023-01-01 | 57 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2023-01-01 | 0 |
2022: HAMMONTREE & ASSOCIATES LIMITED SAVINGS AND SECURITY PLAN 2022 401k membership |
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Total participants, beginning-of-year | 2022-01-01 | 61 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 48 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 14 |
Total of all active and inactive participants | 2022-01-01 | 62 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 62 |
Number of participants with account balances | 2022-01-01 | 58 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: HAMMONTREE & ASSOCIATES LIMITED SAVINGS AND SECURITY PLAN 2021 401k membership |
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Total participants, beginning-of-year | 2021-01-01 | 59 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 49 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 12 |
Total of all active and inactive participants | 2021-01-01 | 61 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 61 |
Number of participants with account balances | 2021-01-01 | 59 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: HAMMONTREE & ASSOCIATES LIMITED SAVINGS AND SECURITY PLAN 2020 401k membership |
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Total participants, beginning-of-year | 2020-01-01 | 64 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 49 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 10 |
Total of all active and inactive participants | 2020-01-01 | 59 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 59 |
Number of participants with account balances | 2020-01-01 | 57 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: HAMMONTREE & ASSOCIATES LIMITED SAVINGS AND SECURITY PLAN 2019 401k membership |
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Total participants, beginning-of-year | 2019-01-01 | 61 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 53 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 11 |
Total of all active and inactive participants | 2019-01-01 | 64 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 64 |
Number of participants with account balances | 2019-01-01 | 61 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: HAMMONTREE & ASSOCIATES LIMITED SAVINGS AND SECURITY PLAN 2018 401k membership |
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Total participants, beginning-of-year | 2018-01-01 | 62 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 50 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 11 |
Total of all active and inactive participants | 2018-01-01 | 61 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 61 |
Number of participants with account balances | 2018-01-01 | 58 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: HAMMONTREE & ASSOCIATES LIMITED SAVINGS AND SECURITY PLAN 2017 401k membership |
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Total participants, beginning-of-year | 2017-01-01 | 77 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 52 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 10 |
Total of all active and inactive participants | 2017-01-01 | 62 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 62 |
Number of participants with account balances | 2017-01-01 | 60 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: HAMMONTREE & ASSOCIATES LIMITED SAVINGS AND SECURITY PLAN 2016 401k membership |
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Total participants, beginning-of-year | 2016-01-01 | 91 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 55 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 21 |
Total of all active and inactive participants | 2016-01-01 | 76 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 1 |
Total participants | 2016-01-01 | 77 |
Number of participants with account balances | 2016-01-01 | 74 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: HAMMONTREE & ASSOCIATES LIMITED SAVINGS AND SECURITY PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 92 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 72 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 18 |
Total of all active and inactive participants | 2015-01-01 | 90 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 1 |
Total participants | 2015-01-01 | 91 |
Number of participants with account balances | 2015-01-01 | 84 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: HAMMONTREE & ASSOCIATES LIMITED SAVINGS AND SECURITY PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 82 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 70 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 21 |
Total of all active and inactive participants | 2014-01-01 | 91 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 1 |
Total participants | 2014-01-01 | 92 |
Number of participants with account balances | 2014-01-01 | 80 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: HAMMONTREE & ASSOCIATES LIMITED SAVINGS AND SECURITY PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 77 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 65 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 17 |
Total of all active and inactive participants | 2013-01-01 | 82 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 82 |
Number of participants with account balances | 2013-01-01 | 77 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2011: HAMMONTREE & ASSOCIATES LIMITED SAVINGS AND SECURITY PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 65 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 59 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 11 |
Total of all active and inactive participants | 2011-01-01 | 70 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 70 |
Number of participants with account balances | 2011-01-01 | 60 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2009: HAMMONTREE & ASSOCIATES LIMITED SAVINGS AND SECURITY PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 55 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 42 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 13 |
Total of all active and inactive participants | 2009-01-01 | 55 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 55 |
Number of participants with account balances | 2009-01-01 | 51 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
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2023 : HAMMONTREE & ASSOCIATES LIMITED SAVINGS AND SECURITY PLAN 2023 401k financial data |
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Transfers to/from the plan | 2023-12-31 | $0 |
Total plan liabilities at end of year | 2023-12-31 | $0 |
Total plan liabilities at beginning of year | 2023-12-31 | $0 |
Total income from all sources | 2023-12-31 | $1,214,449 |
Expenses. Total of all expenses incurred | 2023-12-31 | $51,479 |
Benefits paid (including direct rollovers) | 2023-12-31 | $47,518 |
Total plan assets at end of year | 2023-12-31 | $5,498,682 |
Total plan assets at beginning of year | 2023-12-31 | $4,335,712 |
Value of fidelity bond covering the plan | 2023-12-31 | $500,000 |
Assets. Value of tangible personal property | 2023-12-31 | $0 |
Total contributions received or receivable from participants | 2023-12-31 | $242,023 |
Assets. Value of loans (other than to participants) | 2023-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2023-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2023-12-31 | $0 |
Other income received | 2023-12-31 | $972,426 |
Noncash contributions received | 2023-12-31 | $0 |
Net income (gross income less expenses) | 2023-12-31 | $1,162,970 |
Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $5,498,682 |
Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $4,335,712 |
Assets. Value of participant loans | 2023-12-31 | $58,235 |
Assets. Value of assets in partnership/joint-venture interests | 2023-12-31 | $0 |
Assets. Value of real-estate (other than employer real property) | 2023-12-31 | $0 |
Assets. Value of employer securities | 2023-12-31 | $0 |
Assets. Value of employer real property | 2023-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2023-12-31 | $0 |
Value of certain deemed distributions of participant loans | 2023-12-31 | $0 |
Value of corrective distributions | 2023-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2023-12-31 | $3,961 |
2022 : HAMMONTREE & ASSOCIATES LIMITED SAVINGS AND SECURITY PLAN 2022 401k financial data |
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Transfers to/from the plan | 2022-12-31 | $0 |
Total plan liabilities at end of year | 2022-12-31 | $0 |
Total plan liabilities at beginning of year | 2022-12-31 | $0 |
Total income from all sources | 2022-12-31 | $-818,914 |
Expenses. Total of all expenses incurred | 2022-12-31 | $412,172 |
Benefits paid (including direct rollovers) | 2022-12-31 | $409,464 |
Total plan assets at end of year | 2022-12-31 | $4,335,712 |
Total plan assets at beginning of year | 2022-12-31 | $5,566,798 |
Value of fidelity bond covering the plan | 2022-12-31 | $500,000 |
Assets. Value of tangible personal property | 2022-12-31 | $0 |
Total contributions received or receivable from participants | 2022-12-31 | $258,609 |
Assets. Value of loans (other than to participants) | 2022-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2022-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2022-12-31 | $29,175 |
Other income received | 2022-12-31 | $-1,106,698 |
Noncash contributions received | 2022-12-31 | $0 |
Net income (gross income less expenses) | 2022-12-31 | $-1,231,086 |
Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $4,335,712 |
Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $5,566,798 |
Assets. Value of participant loans | 2022-12-31 | $355 |
Assets. Value of assets in partnership/joint-venture interests | 2022-12-31 | $0 |
Assets. Value of real-estate (other than employer real property) | 2022-12-31 | $0 |
Assets. Value of employer securities | 2022-12-31 | $0 |
Assets. Value of employer real property | 2022-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2022-12-31 | $0 |
Value of certain deemed distributions of participant loans | 2022-12-31 | $0 |
Value of corrective distributions | 2022-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $2,708 |
2021 : HAMMONTREE & ASSOCIATES LIMITED SAVINGS AND SECURITY PLAN 2021 401k financial data |
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Transfers to/from the plan | 2021-12-31 | $0 |
Total plan liabilities at end of year | 2021-12-31 | $0 |
Total plan liabilities at beginning of year | 2021-12-31 | $0 |
Total income from all sources | 2021-12-31 | $1,011,540 |
Expenses. Total of all expenses incurred | 2021-12-31 | $72,535 |
Benefits paid (including direct rollovers) | 2021-12-31 | $70,637 |
Total plan assets at end of year | 2021-12-31 | $5,566,798 |
Total plan assets at beginning of year | 2021-12-31 | $4,627,793 |
Value of fidelity bond covering the plan | 2021-12-31 | $500,000 |
Assets. Value of tangible personal property | 2021-12-31 | $0 |
Total contributions received or receivable from participants | 2021-12-31 | $224,338 |
Assets. Value of loans (other than to participants) | 2021-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2021-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2021-12-31 | $12,240 |
Other income received | 2021-12-31 | $774,962 |
Noncash contributions received | 2021-12-31 | $0 |
Net income (gross income less expenses) | 2021-12-31 | $939,005 |
Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $5,566,798 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $4,627,793 |
Assets. Value of participant loans | 2021-12-31 | $23,170 |
Assets. Value of assets in partnership/joint-venture interests | 2021-12-31 | $0 |
Assets. Value of real-estate (other than employer real property) | 2021-12-31 | $0 |
Assets. Value of employer securities | 2021-12-31 | $0 |
Assets. Value of employer real property | 2021-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2021-12-31 | $0 |
Value of certain deemed distributions of participant loans | 2021-12-31 | $0 |
Value of corrective distributions | 2021-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $1,898 |
2020 : HAMMONTREE & ASSOCIATES LIMITED SAVINGS AND SECURITY PLAN 2020 401k financial data |
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Transfers to/from the plan | 2020-12-31 | $0 |
Total plan liabilities at end of year | 2020-12-31 | $0 |
Total plan liabilities at beginning of year | 2020-12-31 | $0 |
Total income from all sources | 2020-12-31 | $1,050,705 |
Expenses. Total of all expenses incurred | 2020-12-31 | $1,581,711 |
Benefits paid (including direct rollovers) | 2020-12-31 | $1,579,525 |
Total plan assets at end of year | 2020-12-31 | $4,627,793 |
Total plan assets at beginning of year | 2020-12-31 | $5,158,799 |
Value of fidelity bond covering the plan | 2020-12-31 | $500,000 |
Assets. Value of tangible personal property | 2020-12-31 | $0 |
Total contributions received or receivable from participants | 2020-12-31 | $207,239 |
Assets. Value of loans (other than to participants) | 2020-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2020-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2020-12-31 | $0 |
Other income received | 2020-12-31 | $843,466 |
Noncash contributions received | 2020-12-31 | $0 |
Net income (gross income less expenses) | 2020-12-31 | $-531,006 |
Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $4,627,793 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $5,158,799 |
Assets. Value of participant loans | 2020-12-31 | $22,834 |
Assets. Value of assets in partnership/joint-venture interests | 2020-12-31 | $0 |
Assets. Value of real-estate (other than employer real property) | 2020-12-31 | $0 |
Assets. Value of employer securities | 2020-12-31 | $0 |
Assets. Value of employer real property | 2020-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2020-12-31 | $0 |
Value of certain deemed distributions of participant loans | 2020-12-31 | $0 |
Value of corrective distributions | 2020-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $2,186 |
2019 : HAMMONTREE & ASSOCIATES LIMITED SAVINGS AND SECURITY PLAN 2019 401k financial data |
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Transfers to/from the plan | 2019-12-31 | $0 |
Total plan liabilities at end of year | 2019-12-31 | $0 |
Total plan liabilities at beginning of year | 2019-12-31 | $0 |
Total income from all sources | 2019-12-31 | $1,247,646 |
Expenses. Total of all expenses incurred | 2019-12-31 | $329,693 |
Benefits paid (including direct rollovers) | 2019-12-31 | $327,939 |
Total plan assets at end of year | 2019-12-31 | $5,158,799 |
Total plan assets at beginning of year | 2019-12-31 | $4,240,846 |
Value of fidelity bond covering the plan | 2019-12-31 | $500,000 |
Total contributions received or receivable from participants | 2019-12-31 | $248,275 |
Expenses. Other expenses not covered elsewhere | 2019-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2019-12-31 | $40,606 |
Other income received | 2019-12-31 | $958,765 |
Noncash contributions received | 2019-12-31 | $0 |
Net income (gross income less expenses) | 2019-12-31 | $917,953 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $5,158,799 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $4,240,846 |
Assets. Value of participant loans | 2019-12-31 | $53,448 |
Total contributions received or receivable from employer(s) | 2019-12-31 | $0 |
Value of certain deemed distributions of participant loans | 2019-12-31 | $0 |
Value of corrective distributions | 2019-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $1,754 |
2018 : HAMMONTREE & ASSOCIATES LIMITED SAVINGS AND SECURITY PLAN 2018 401k financial data |
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Transfers to/from the plan | 2018-12-31 | $0 |
Total plan liabilities at end of year | 2018-12-31 | $0 |
Total plan liabilities at beginning of year | 2018-12-31 | $0 |
Total income from all sources | 2018-12-31 | $19,816 |
Expenses. Total of all expenses incurred | 2018-12-31 | $187,258 |
Benefits paid (including direct rollovers) | 2018-12-31 | $185,298 |
Total plan assets at end of year | 2018-12-31 | $4,240,846 |
Total plan assets at beginning of year | 2018-12-31 | $4,408,288 |
Value of fidelity bond covering the plan | 2018-12-31 | $500,000 |
Total contributions received or receivable from participants | 2018-12-31 | $216,644 |
Expenses. Other expenses not covered elsewhere | 2018-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2018-12-31 | $32,978 |
Other income received | 2018-12-31 | $-229,806 |
Noncash contributions received | 2018-12-31 | $0 |
Net income (gross income less expenses) | 2018-12-31 | $-167,442 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $4,240,846 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $4,408,288 |
Assets. Value of participant loans | 2018-12-31 | $81,037 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $0 |
Value of certain deemed distributions of participant loans | 2018-12-31 | $0 |
Value of corrective distributions | 2018-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $1,960 |
2017 : HAMMONTREE & ASSOCIATES LIMITED SAVINGS AND SECURITY PLAN 2017 401k financial data |
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Transfers to/from the plan | 2017-12-31 | $0 |
Total plan liabilities at end of year | 2017-12-31 | $0 |
Total plan liabilities at beginning of year | 2017-12-31 | $0 |
Total income from all sources | 2017-12-31 | $861,405 |
Expenses. Total of all expenses incurred | 2017-12-31 | $328,665 |
Benefits paid (including direct rollovers) | 2017-12-31 | $327,152 |
Total plan assets at end of year | 2017-12-31 | $4,408,288 |
Total plan assets at beginning of year | 2017-12-31 | $3,875,548 |
Value of fidelity bond covering the plan | 2017-12-31 | $500,000 |
Assets. Value of tangible personal property | 2017-12-31 | $0 |
Total contributions received or receivable from participants | 2017-12-31 | $197,696 |
Assets. Value of loans (other than to participants) | 2017-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2017-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2017-12-31 | $537 |
Other income received | 2017-12-31 | $663,172 |
Noncash contributions received | 2017-12-31 | $0 |
Net income (gross income less expenses) | 2017-12-31 | $532,740 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $4,408,288 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $3,875,548 |
Assets. Value of participant loans | 2017-12-31 | $56,850 |
Assets. Value of assets in partnership/joint-venture interests | 2017-12-31 | $0 |
Assets. Value of real-estate (other than employer real property) | 2017-12-31 | $0 |
Assets. Value of employer securities | 2017-12-31 | $0 |
Assets. Value of employer real property | 2017-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $0 |
Value of certain deemed distributions of participant loans | 2017-12-31 | $0 |
Value of corrective distributions | 2017-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $1,513 |
2016 : HAMMONTREE & ASSOCIATES LIMITED SAVINGS AND SECURITY PLAN 2016 401k financial data |
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Transfers to/from the plan | 2016-12-31 | $0 |
Total plan liabilities at end of year | 2016-12-31 | $0 |
Total plan liabilities at beginning of year | 2016-12-31 | $0 |
Total income from all sources | 2016-12-31 | $468,748 |
Expenses. Total of all expenses incurred | 2016-12-31 | $189,267 |
Benefits paid (including direct rollovers) | 2016-12-31 | $187,768 |
Total plan assets at end of year | 2016-12-31 | $3,875,548 |
Total plan assets at beginning of year | 2016-12-31 | $3,596,067 |
Value of fidelity bond covering the plan | 2016-12-31 | $500,000 |
Total contributions received or receivable from participants | 2016-12-31 | $188,072 |
Expenses. Other expenses not covered elsewhere | 2016-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2016-12-31 | $39,661 |
Other income received | 2016-12-31 | $179,617 |
Noncash contributions received | 2016-12-31 | $0 |
Net income (gross income less expenses) | 2016-12-31 | $279,481 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $3,875,548 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $3,596,067 |
Assets. Value of participant loans | 2016-12-31 | $49,291 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $61,398 |
Value of certain deemed distributions of participant loans | 2016-12-31 | $0 |
Value of corrective distributions | 2016-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $1,499 |
2015 : HAMMONTREE & ASSOCIATES LIMITED SAVINGS AND SECURITY PLAN 2015 401k financial data |
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Transfers to/from the plan | 2015-12-31 | $0 |
Total plan liabilities at end of year | 2015-12-31 | $0 |
Total plan liabilities at beginning of year | 2015-12-31 | $0 |
Total income from all sources | 2015-12-31 | $529,708 |
Expenses. Total of all expenses incurred | 2015-12-31 | $572,254 |
Benefits paid (including direct rollovers) | 2015-12-31 | $570,977 |
Total plan assets at end of year | 2015-12-31 | $3,596,067 |
Total plan assets at beginning of year | 2015-12-31 | $3,638,613 |
Value of fidelity bond covering the plan | 2015-12-31 | $500,000 |
Total contributions received or receivable from participants | 2015-12-31 | $262,951 |
Expenses. Other expenses not covered elsewhere | 2015-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2015-12-31 | $11,121 |
Other income received | 2015-12-31 | $-8,113 |
Noncash contributions received | 2015-12-31 | $0 |
Net income (gross income less expenses) | 2015-12-31 | $-42,546 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $3,596,067 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $3,638,613 |
Assets. Value of participant loans | 2015-12-31 | $57,396 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $263,749 |
Value of certain deemed distributions of participant loans | 2015-12-31 | $0 |
Value of corrective distributions | 2015-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $1,277 |
2014 : HAMMONTREE & ASSOCIATES LIMITED SAVINGS AND SECURITY PLAN 2014 401k financial data |
---|
Transfers to/from the plan | 2014-12-31 | $0 |
Total plan liabilities at end of year | 2014-12-31 | $0 |
Total plan liabilities at beginning of year | 2014-12-31 | $0 |
Total income from all sources | 2014-12-31 | $649,714 |
Expenses. Total of all expenses incurred | 2014-12-31 | $175,720 |
Benefits paid (including direct rollovers) | 2014-12-31 | $174,160 |
Total plan assets at end of year | 2014-12-31 | $3,638,613 |
Total plan assets at beginning of year | 2014-12-31 | $3,164,619 |
Value of fidelity bond covering the plan | 2014-12-31 | $500,000 |
Total contributions received or receivable from participants | 2014-12-31 | $264,791 |
Expenses. Other expenses not covered elsewhere | 2014-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2014-12-31 | $85,049 |
Other income received | 2014-12-31 | $299,874 |
Noncash contributions received | 2014-12-31 | $0 |
Net income (gross income less expenses) | 2014-12-31 | $473,994 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $3,638,613 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $3,164,619 |
Assets. Value of participant loans | 2014-12-31 | $76,081 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $0 |
Value of certain deemed distributions of participant loans | 2014-12-31 | $0 |
Value of corrective distributions | 2014-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $1,560 |
2013 : HAMMONTREE & ASSOCIATES LIMITED SAVINGS AND SECURITY PLAN 2013 401k financial data |
---|
Transfers to/from the plan | 2013-12-31 | $0 |
Total plan liabilities at end of year | 2013-12-31 | $0 |
Total plan liabilities at beginning of year | 2013-12-31 | $0 |
Total income from all sources | 2013-12-31 | $954,240 |
Expenses. Total of all expenses incurred | 2013-12-31 | $567,854 |
Benefits paid (including direct rollovers) | 2013-12-31 | $567,150 |
Total plan assets at end of year | 2013-12-31 | $3,164,619 |
Total plan assets at beginning of year | 2013-12-31 | $2,778,233 |
Value of fidelity bond covering the plan | 2013-12-31 | $500,000 |
Total contributions received or receivable from participants | 2013-12-31 | $212,174 |
Expenses. Other expenses not covered elsewhere | 2013-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2013-12-31 | $155,994 |
Other income received | 2013-12-31 | $586,072 |
Noncash contributions received | 2013-12-31 | $0 |
Net income (gross income less expenses) | 2013-12-31 | $386,386 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $3,164,619 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $2,778,233 |
Assets. Value of participant loans | 2013-12-31 | $9,119 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $0 |
Value of certain deemed distributions of participant loans | 2013-12-31 | $0 |
Value of corrective distributions | 2013-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $704 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
2011 : HAMMONTREE & ASSOCIATES LIMITED SAVINGS AND SECURITY PLAN 2011 401k financial data |
---|
Total income from all sources | 2011-12-31 | $47,849 |
Expenses. Total of all expenses incurred | 2011-12-31 | $349,572 |
Benefits paid (including direct rollovers) | 2011-12-31 | $349,184 |
Total plan assets at end of year | 2011-12-31 | $2,967,177 |
Total plan assets at beginning of year | 2011-12-31 | $3,268,900 |
Value of fidelity bond covering the plan | 2011-12-31 | $500,000 |
Total contributions received or receivable from participants | 2011-12-31 | $141,252 |
Contributions received from other sources (not participants or employers) | 2011-12-31 | $1,976 |
Other income received | 2011-12-31 | $-95,379 |
Net income (gross income less expenses) | 2011-12-31 | $-301,723 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $2,967,177 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $3,268,900 |
Assets. Value of participant loans | 2011-12-31 | $49,502 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $388 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
2010 : HAMMONTREE & ASSOCIATES LIMITED SAVINGS AND SECURITY PLAN 2010 401k financial data |
---|
Total income from all sources | 2010-12-31 | $601,537 |
Expenses. Total of all expenses incurred | 2010-12-31 | $183,469 |
Benefits paid (including direct rollovers) | 2010-12-31 | $182,821 |
Total plan assets at end of year | 2010-12-31 | $3,268,900 |
Total plan assets at beginning of year | 2010-12-31 | $2,850,832 |
Value of fidelity bond covering the plan | 2010-12-31 | $500,000 |
Total contributions received or receivable from participants | 2010-12-31 | $157,598 |
Contributions received from other sources (not participants or employers) | 2010-12-31 | $78,753 |
Other income received | 2010-12-31 | $365,186 |
Net income (gross income less expenses) | 2010-12-31 | $418,068 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $3,268,900 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $2,850,832 |
Assets. Value of participant loans | 2010-12-31 | $61,811 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $648 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
2009 : HAMMONTREE & ASSOCIATES LIMITED SAVINGS AND SECURITY PLAN 2009 401k financial data |
---|
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
2023: HAMMONTREE & ASSOCIATES LIMITED SAVINGS AND SECURITY PLAN 2023 form 5500 responses |
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2023-01-01 | Type of plan entity | Single employer plan |
2023-01-01 | This submission is the final filing | No |
2023-01-01 | Plan is a collectively bargained plan | No |
2023-01-01 | Plan funding arrangement – Trust | Yes |
2023-01-01 | Plan benefit arrangement - Trust | Yes |
2022: HAMMONTREE & ASSOCIATES LIMITED SAVINGS AND SECURITY PLAN 2022 form 5500 responses |
---|
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: HAMMONTREE & ASSOCIATES LIMITED SAVINGS AND SECURITY PLAN 2021 form 5500 responses |
---|
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: HAMMONTREE & ASSOCIATES LIMITED SAVINGS AND SECURITY PLAN 2020 form 5500 responses |
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2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: HAMMONTREE & ASSOCIATES LIMITED SAVINGS AND SECURITY PLAN 2019 form 5500 responses |
---|
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: HAMMONTREE & ASSOCIATES LIMITED SAVINGS AND SECURITY PLAN 2018 form 5500 responses |
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2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: HAMMONTREE & ASSOCIATES LIMITED SAVINGS AND SECURITY PLAN 2017 form 5500 responses |
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2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: HAMMONTREE & ASSOCIATES LIMITED SAVINGS AND SECURITY PLAN 2016 form 5500 responses |
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2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: HAMMONTREE & ASSOCIATES LIMITED SAVINGS AND SECURITY PLAN 2015 form 5500 responses |
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2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: HAMMONTREE & ASSOCIATES LIMITED SAVINGS AND SECURITY PLAN 2014 form 5500 responses |
---|
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: HAMMONTREE & ASSOCIATES LIMITED SAVINGS AND SECURITY PLAN 2013 form 5500 responses |
---|
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2011: HAMMONTREE & ASSOCIATES LIMITED SAVINGS AND SECURITY PLAN 2011 form 5500 responses |
---|
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2009: HAMMONTREE & ASSOCIATES LIMITED SAVINGS AND SECURITY PLAN 2009 form 5500 responses |
---|
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | Yes |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |