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HAMMONTREE & ASSOCIATES LIMITED SAVINGS AND SECURITY PLAN 401k Plan overview

Plan NameHAMMONTREE & ASSOCIATES LIMITED SAVINGS AND SECURITY PLAN
Plan identification number 001

HAMMONTREE & ASSOCIATES LIMITED SAVINGS AND SECURITY PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

HAMMONTREE & ASSOCIATES, LIMITED has sponsored the creation of one or more 401k plans.

Company Name:HAMMONTREE & ASSOCIATES, LIMITED
Employer identification number (EIN):341147301
NAIC Classification:722300
NAIC Description: Special Food Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HAMMONTREE & ASSOCIATES LIMITED SAVINGS AND SECURITY PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01LORI AIRHART
0012016-01-01LORI AIRHART
0012015-01-01LORI AIRHART
0012014-01-01LORI AIRHART
0012013-01-01LORI AIRHART
0012011-01-01KEITH BENNETT
0012009-01-01KEITH BENNETT
0012009-01-01 KEITH BENNETT2010-09-23

Plan Statistics for HAMMONTREE & ASSOCIATES LIMITED SAVINGS AND SECURITY PLAN

401k plan membership statisitcs for HAMMONTREE & ASSOCIATES LIMITED SAVINGS AND SECURITY PLAN

Measure Date Value
2023: HAMMONTREE & ASSOCIATES LIMITED SAVINGS AND SECURITY PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-0162
Total number of active participants reported on line 7a of the Form 55002023-01-0146
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-0117
Total of all active and inactive participants2023-01-0163
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-0163
Number of participants with account balances2023-01-0157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: HAMMONTREE & ASSOCIATES LIMITED SAVINGS AND SECURITY PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0161
Total number of active participants reported on line 7a of the Form 55002022-01-0148
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0114
Total of all active and inactive participants2022-01-0162
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-0162
Number of participants with account balances2022-01-0158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: HAMMONTREE & ASSOCIATES LIMITED SAVINGS AND SECURITY PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0159
Total number of active participants reported on line 7a of the Form 55002021-01-0149
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0112
Total of all active and inactive participants2021-01-0161
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-0161
Number of participants with account balances2021-01-0159
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: HAMMONTREE & ASSOCIATES LIMITED SAVINGS AND SECURITY PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0164
Total number of active participants reported on line 7a of the Form 55002020-01-0149
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0110
Total of all active and inactive participants2020-01-0159
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0159
Number of participants with account balances2020-01-0157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: HAMMONTREE & ASSOCIATES LIMITED SAVINGS AND SECURITY PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0161
Total number of active participants reported on line 7a of the Form 55002019-01-0153
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0111
Total of all active and inactive participants2019-01-0164
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0164
Number of participants with account balances2019-01-0161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: HAMMONTREE & ASSOCIATES LIMITED SAVINGS AND SECURITY PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0162
Total number of active participants reported on line 7a of the Form 55002018-01-0150
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0111
Total of all active and inactive participants2018-01-0161
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0161
Number of participants with account balances2018-01-0158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: HAMMONTREE & ASSOCIATES LIMITED SAVINGS AND SECURITY PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0177
Total number of active participants reported on line 7a of the Form 55002017-01-0152
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0110
Total of all active and inactive participants2017-01-0162
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0162
Number of participants with account balances2017-01-0160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: HAMMONTREE & ASSOCIATES LIMITED SAVINGS AND SECURITY PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0191
Total number of active participants reported on line 7a of the Form 55002016-01-0155
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0121
Total of all active and inactive participants2016-01-0176
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-0177
Number of participants with account balances2016-01-0174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: HAMMONTREE & ASSOCIATES LIMITED SAVINGS AND SECURITY PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0192
Total number of active participants reported on line 7a of the Form 55002015-01-0172
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0118
Total of all active and inactive participants2015-01-0190
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-0191
Number of participants with account balances2015-01-0184
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: HAMMONTREE & ASSOCIATES LIMITED SAVINGS AND SECURITY PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0182
Total number of active participants reported on line 7a of the Form 55002014-01-0170
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0121
Total of all active and inactive participants2014-01-0191
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-0192
Number of participants with account balances2014-01-0180
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: HAMMONTREE & ASSOCIATES LIMITED SAVINGS AND SECURITY PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0177
Total number of active participants reported on line 7a of the Form 55002013-01-0165
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0117
Total of all active and inactive participants2013-01-0182
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0182
Number of participants with account balances2013-01-0177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2011: HAMMONTREE & ASSOCIATES LIMITED SAVINGS AND SECURITY PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0165
Total number of active participants reported on line 7a of the Form 55002011-01-0159
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0111
Total of all active and inactive participants2011-01-0170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0170
Number of participants with account balances2011-01-0160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: HAMMONTREE & ASSOCIATES LIMITED SAVINGS AND SECURITY PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0155
Total number of active participants reported on line 7a of the Form 55002009-01-0142
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0113
Total of all active and inactive participants2009-01-0155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0155
Number of participants with account balances2009-01-0151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on HAMMONTREE & ASSOCIATES LIMITED SAVINGS AND SECURITY PLAN

Measure Date Value
2023 : HAMMONTREE & ASSOCIATES LIMITED SAVINGS AND SECURITY PLAN 2023 401k financial data
Transfers to/from the plan2023-12-31$0
Total plan liabilities at end of year2023-12-31$0
Total plan liabilities at beginning of year2023-12-31$0
Total income from all sources2023-12-31$1,214,449
Expenses. Total of all expenses incurred2023-12-31$51,479
Benefits paid (including direct rollovers)2023-12-31$47,518
Total plan assets at end of year2023-12-31$5,498,682
Total plan assets at beginning of year2023-12-31$4,335,712
Value of fidelity bond covering the plan2023-12-31$500,000
Assets. Value of tangible personal property2023-12-31$0
Total contributions received or receivable from participants2023-12-31$242,023
Assets. Value of loans (other than to participants)2023-12-31$0
Expenses. Other expenses not covered elsewhere2023-12-31$0
Contributions received from other sources (not participants or employers)2023-12-31$0
Other income received2023-12-31$972,426
Noncash contributions received2023-12-31$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 loans2023-12-31$58,235
Assets. Value of assets in partnership/joint-venture interests2023-12-31$0
Assets. Value of real-estate (other than employer real property)2023-12-31$0
Assets. Value of employer securities2023-12-31$0
Assets. Value of employer real property2023-12-31$0
Total contributions received or receivable from employer(s)2023-12-31$0
Value of certain deemed distributions of participant loans2023-12-31$0
Value of corrective distributions2023-12-31$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
Transfers to/from the plan2022-12-31$0
Total plan liabilities at end of year2022-12-31$0
Total plan liabilities at beginning of year2022-12-31$0
Total income from all sources2022-12-31$-818,914
Expenses. Total of all expenses incurred2022-12-31$412,172
Benefits paid (including direct rollovers)2022-12-31$409,464
Total plan assets at end of year2022-12-31$4,335,712
Total plan assets at beginning of year2022-12-31$5,566,798
Value of fidelity bond covering the plan2022-12-31$500,000
Assets. Value of tangible personal property2022-12-31$0
Total contributions received or receivable from participants2022-12-31$258,609
Assets. Value of loans (other than to participants)2022-12-31$0
Expenses. Other expenses not covered elsewhere2022-12-31$0
Contributions received from other sources (not participants or employers)2022-12-31$29,175
Other income received2022-12-31$-1,106,698
Noncash contributions received2022-12-31$0
Net income (gross income less expenses)2022-12-31$-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 loans2022-12-31$355
Assets. Value of assets in partnership/joint-venture interests2022-12-31$0
Assets. Value of real-estate (other than employer real property)2022-12-31$0
Assets. Value of employer securities2022-12-31$0
Assets. Value of employer real property2022-12-31$0
Total contributions received or receivable from employer(s)2022-12-31$0
Value of certain deemed distributions of participant loans2022-12-31$0
Value of corrective distributions2022-12-31$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
Transfers to/from the plan2021-12-31$0
Total plan liabilities at end of year2021-12-31$0
Total plan liabilities at beginning of year2021-12-31$0
Total income from all sources2021-12-31$1,011,540
Expenses. Total of all expenses incurred2021-12-31$72,535
Benefits paid (including direct rollovers)2021-12-31$70,637
Total plan assets at end of year2021-12-31$5,566,798
Total plan assets at beginning of year2021-12-31$4,627,793
Value of fidelity bond covering the plan2021-12-31$500,000
Assets. Value of tangible personal property2021-12-31$0
Total contributions received or receivable from participants2021-12-31$224,338
Assets. Value of loans (other than to participants)2021-12-31$0
Expenses. Other expenses not covered elsewhere2021-12-31$0
Contributions received from other sources (not participants or employers)2021-12-31$12,240
Other income received2021-12-31$774,962
Noncash contributions received2021-12-31$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 loans2021-12-31$23,170
Assets. Value of assets in partnership/joint-venture interests2021-12-31$0
Assets. Value of real-estate (other than employer real property)2021-12-31$0
Assets. Value of employer securities2021-12-31$0
Assets. Value of employer real property2021-12-31$0
Total contributions received or receivable from employer(s)2021-12-31$0
Value of certain deemed distributions of participant loans2021-12-31$0
Value of corrective distributions2021-12-31$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
Transfers to/from the plan2020-12-31$0
Total plan liabilities at end of year2020-12-31$0
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$1,050,705
Expenses. Total of all expenses incurred2020-12-31$1,581,711
Benefits paid (including direct rollovers)2020-12-31$1,579,525
Total plan assets at end of year2020-12-31$4,627,793
Total plan assets at beginning of year2020-12-31$5,158,799
Value of fidelity bond covering the plan2020-12-31$500,000
Assets. Value of tangible personal property2020-12-31$0
Total contributions received or receivable from participants2020-12-31$207,239
Assets. Value of loans (other than to participants)2020-12-31$0
Expenses. Other expenses not covered elsewhere2020-12-31$0
Contributions received from other sources (not participants or employers)2020-12-31$0
Other income received2020-12-31$843,466
Noncash contributions received2020-12-31$0
Net income (gross income less expenses)2020-12-31$-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 loans2020-12-31$22,834
Assets. Value of assets in partnership/joint-venture interests2020-12-31$0
Assets. Value of real-estate (other than employer real property)2020-12-31$0
Assets. Value of employer securities2020-12-31$0
Assets. Value of employer real property2020-12-31$0
Total contributions received or receivable from employer(s)2020-12-31$0
Value of certain deemed distributions of participant loans2020-12-31$0
Value of corrective distributions2020-12-31$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
Transfers to/from the plan2019-12-31$0
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$1,247,646
Expenses. Total of all expenses incurred2019-12-31$329,693
Benefits paid (including direct rollovers)2019-12-31$327,939
Total plan assets at end of year2019-12-31$5,158,799
Total plan assets at beginning of year2019-12-31$4,240,846
Value of fidelity bond covering the plan2019-12-31$500,000
Total contributions received or receivable from participants2019-12-31$248,275
Expenses. Other expenses not covered elsewhere2019-12-31$0
Contributions received from other sources (not participants or employers)2019-12-31$40,606
Other income received2019-12-31$958,765
Noncash contributions received2019-12-31$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 loans2019-12-31$53,448
Total contributions received or receivable from employer(s)2019-12-31$0
Value of certain deemed distributions of participant loans2019-12-31$0
Value of corrective distributions2019-12-31$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
Transfers to/from the plan2018-12-31$0
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$19,816
Expenses. Total of all expenses incurred2018-12-31$187,258
Benefits paid (including direct rollovers)2018-12-31$185,298
Total plan assets at end of year2018-12-31$4,240,846
Total plan assets at beginning of year2018-12-31$4,408,288
Value of fidelity bond covering the plan2018-12-31$500,000
Total contributions received or receivable from participants2018-12-31$216,644
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$32,978
Other income received2018-12-31$-229,806
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$-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 loans2018-12-31$81,037
Total contributions received or receivable from employer(s)2018-12-31$0
Value of certain deemed distributions of participant loans2018-12-31$0
Value of corrective distributions2018-12-31$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
Transfers to/from the plan2017-12-31$0
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$861,405
Expenses. Total of all expenses incurred2017-12-31$328,665
Benefits paid (including direct rollovers)2017-12-31$327,152
Total plan assets at end of year2017-12-31$4,408,288
Total plan assets at beginning of year2017-12-31$3,875,548
Value of fidelity bond covering the plan2017-12-31$500,000
Assets. Value of tangible personal property2017-12-31$0
Total contributions received or receivable from participants2017-12-31$197,696
Assets. Value of loans (other than to participants)2017-12-31$0
Expenses. Other expenses not covered elsewhere2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$537
Other income received2017-12-31$663,172
Noncash contributions received2017-12-31$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 loans2017-12-31$56,850
Assets. Value of assets in partnership/joint-venture interests2017-12-31$0
Assets. Value of real-estate (other than employer real property)2017-12-31$0
Assets. Value of employer securities2017-12-31$0
Assets. Value of employer real property2017-12-31$0
Total contributions received or receivable from employer(s)2017-12-31$0
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$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
Transfers to/from the plan2016-12-31$0
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$468,748
Expenses. Total of all expenses incurred2016-12-31$189,267
Benefits paid (including direct rollovers)2016-12-31$187,768
Total plan assets at end of year2016-12-31$3,875,548
Total plan assets at beginning of year2016-12-31$3,596,067
Value of fidelity bond covering the plan2016-12-31$500,000
Total contributions received or receivable from participants2016-12-31$188,072
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$39,661
Other income received2016-12-31$179,617
Noncash contributions received2016-12-31$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 loans2016-12-31$49,291
Total contributions received or receivable from employer(s)2016-12-31$61,398
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$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
Transfers to/from the plan2015-12-31$0
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$529,708
Expenses. Total of all expenses incurred2015-12-31$572,254
Benefits paid (including direct rollovers)2015-12-31$570,977
Total plan assets at end of year2015-12-31$3,596,067
Total plan assets at beginning of year2015-12-31$3,638,613
Value of fidelity bond covering the plan2015-12-31$500,000
Total contributions received or receivable from participants2015-12-31$262,951
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$11,121
Other income received2015-12-31$-8,113
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$-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 loans2015-12-31$57,396
Total contributions received or receivable from employer(s)2015-12-31$263,749
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$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 plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$649,714
Expenses. Total of all expenses incurred2014-12-31$175,720
Benefits paid (including direct rollovers)2014-12-31$174,160
Total plan assets at end of year2014-12-31$3,638,613
Total plan assets at beginning of year2014-12-31$3,164,619
Value of fidelity bond covering the plan2014-12-31$500,000
Total contributions received or receivable from participants2014-12-31$264,791
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$85,049
Other income received2014-12-31$299,874
Noncash contributions received2014-12-31$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 loans2014-12-31$76,081
Total contributions received or receivable from employer(s)2014-12-31$0
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$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 plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$954,240
Expenses. Total of all expenses incurred2013-12-31$567,854
Benefits paid (including direct rollovers)2013-12-31$567,150
Total plan assets at end of year2013-12-31$3,164,619
Total plan assets at beginning of year2013-12-31$2,778,233
Value of fidelity bond covering the plan2013-12-31$500,000
Total contributions received or receivable from participants2013-12-31$212,174
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$155,994
Other income received2013-12-31$586,072
Noncash contributions received2013-12-31$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 loans2013-12-31$9,119
Total contributions received or receivable from employer(s)2013-12-31$0
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$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 securities2013-12-31$0
2011 : HAMMONTREE & ASSOCIATES LIMITED SAVINGS AND SECURITY PLAN 2011 401k financial data
Total income from all sources2011-12-31$47,849
Expenses. Total of all expenses incurred2011-12-31$349,572
Benefits paid (including direct rollovers)2011-12-31$349,184
Total plan assets at end of year2011-12-31$2,967,177
Total plan assets at beginning of year2011-12-31$3,268,900
Value of fidelity bond covering the plan2011-12-31$500,000
Total contributions received or receivable from participants2011-12-31$141,252
Contributions received from other sources (not participants or employers)2011-12-31$1,976
Other income received2011-12-31$-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 loans2011-12-31$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 securities2011-12-31$0
2010 : HAMMONTREE & ASSOCIATES LIMITED SAVINGS AND SECURITY PLAN 2010 401k financial data
Total income from all sources2010-12-31$601,537
Expenses. Total of all expenses incurred2010-12-31$183,469
Benefits paid (including direct rollovers)2010-12-31$182,821
Total plan assets at end of year2010-12-31$3,268,900
Total plan assets at beginning of year2010-12-31$2,850,832
Value of fidelity bond covering the plan2010-12-31$500,000
Total contributions received or receivable from participants2010-12-31$157,598
Contributions received from other sources (not participants or employers)2010-12-31$78,753
Other income received2010-12-31$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 loans2010-12-31$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 securities2010-12-31$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 securities2009-12-31$0

Form 5500 Responses for HAMMONTREE & ASSOCIATES LIMITED SAVINGS AND SECURITY PLAN

2023: HAMMONTREE & ASSOCIATES LIMITED SAVINGS AND SECURITY PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01This submission is the final filingNo
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: HAMMONTREE & ASSOCIATES LIMITED SAVINGS AND SECURITY PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01This submission is the final filingNo
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: HAMMONTREE & ASSOCIATES LIMITED SAVINGS AND SECURITY PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01This submission is the final filingNo
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: HAMMONTREE & ASSOCIATES LIMITED SAVINGS AND SECURITY PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01This submission is the final filingNo
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: HAMMONTREE & ASSOCIATES LIMITED SAVINGS AND SECURITY PLAN 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
2018: HAMMONTREE & ASSOCIATES LIMITED SAVINGS AND SECURITY PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: HAMMONTREE & ASSOCIATES LIMITED SAVINGS AND SECURITY PLAN 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
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: HAMMONTREE & ASSOCIATES LIMITED SAVINGS AND SECURITY PLAN 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: HAMMONTREE & ASSOCIATES LIMITED SAVINGS AND SECURITY PLAN 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: HAMMONTREE & ASSOCIATES LIMITED SAVINGS AND SECURITY PLAN 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: HAMMONTREE & ASSOCIATES LIMITED SAVINGS AND SECURITY PLAN 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
2011: HAMMONTREE & ASSOCIATES LIMITED SAVINGS AND SECURITY PLAN 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 funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: HAMMONTREE & ASSOCIATES LIMITED SAVINGS AND SECURITY PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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