HAMMONTREE & ASSOCIATES, LIMITED has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan HAMMONTREE & ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN
401k plan membership statisitcs for HAMMONTREE & ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN
Measure | Date | Value |
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2022: HAMMONTREE & ASSOCIATES EMPLOYEE STOCK OWNERSHIP 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 | 40 |
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 | 54 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 1 |
Total participants | 2022-01-01 | 55 |
Number of participants with account balances | 2022-01-01 | 54 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: HAMMONTREE & ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k membership |
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Total participants, beginning-of-year | 2021-01-01 | 62 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 40 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 9 |
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 | 1 |
Total participants | 2021-01-01 | 62 |
Number of participants with account balances | 2021-01-01 | 60 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 4 |
2020: HAMMONTREE & ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k membership |
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Total participants, beginning-of-year | 2020-01-01 | 62 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 46 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 10 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 4 |
Total of all active and inactive participants | 2020-01-01 | 60 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 60 |
Number of participants with account balances | 2020-01-01 | 60 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 1 |
2019: HAMMONTREE & ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k membership |
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Total participants, beginning-of-year | 2019-01-01 | 67 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 46 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 12 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 3 |
Total of all active and inactive participants | 2019-01-01 | 61 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 61 |
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 | 1 |
2018: HAMMONTREE & ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k membership |
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Total participants, beginning-of-year | 2018-01-01 | 65 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 44 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 14 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 5 |
Total of all active and inactive participants | 2018-01-01 | 63 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 63 |
Number of participants with account balances | 2018-01-01 | 63 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 3 |
2017: HAMMONTREE & ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k membership |
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Total participants, beginning-of-year | 2017-01-01 | 71 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 42 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 12 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 8 |
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 | 62 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 1 |
2016: HAMMONTREE & ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k membership |
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Total participants, beginning-of-year | 2016-01-01 | 72 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 45 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 11 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 15 |
Total of all active and inactive participants | 2016-01-01 | 71 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 71 |
Number of participants with account balances | 2016-01-01 | 71 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: HAMMONTREE & ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 74 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 54 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 8 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 9 |
Total of all active and inactive participants | 2015-01-01 | 71 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 71 |
Number of participants with account balances | 2015-01-01 | 71 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 3 |
2014: HAMMONTREE & ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 67 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 49 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 8 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 11 |
Total of all active and inactive participants | 2014-01-01 | 68 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 1 |
Total participants | 2014-01-01 | 69 |
Number of participants with account balances | 2014-01-01 | 69 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 3 |
2013: HAMMONTREE & ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 60 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 47 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 5 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 10 |
Total of all active and inactive participants | 2013-01-01 | 62 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 62 |
Number of participants with account balances | 2013-01-01 | 62 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 3 |
2012: HAMMONTREE & ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 55 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 40 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 5 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 7 |
Total of all active and inactive participants | 2012-01-01 | 52 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 52 |
Number of participants with account balances | 2012-01-01 | 52 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 2 |
2011: HAMMONTREE & ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 54 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 42 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 6 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 3 |
Total of all active and inactive participants | 2011-01-01 | 51 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 51 |
Number of participants with account balances | 2011-01-01 | 50 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 1 |
2010: HAMMONTREE & ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN 2010 401k membership |
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Total participants, beginning-of-year | 2010-01-01 | 55 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 41 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 5 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 9 |
Total of all active and inactive participants | 2010-01-01 | 55 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
Total participants | 2010-01-01 | 55 |
Number of participants with account balances | 2010-01-01 | 53 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 0 |
2009: HAMMONTREE & ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 56 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 37 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 14 |
Total of all active and inactive participants | 2009-01-01 | 52 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 52 |
Number of participants with account balances | 2009-01-01 | 52 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 6 |
Measure | Date | Value |
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2022 : HAMMONTREE & ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k financial data |
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Total plan liabilities at end of year | 2022-12-31 | $0 |
Total plan liabilities at beginning of year | 2022-12-31 | $94,650 |
Total income from all sources | 2022-12-31 | $602,465 |
Expenses. Total of all expenses incurred | 2022-12-31 | $100,217 |
Benefits paid (including direct rollovers) | 2022-12-31 | $100,217 |
Total plan assets at end of year | 2022-12-31 | $2,485,925 |
Total plan assets at beginning of year | 2022-12-31 | $2,078,327 |
Value of fidelity bond covering the plan | 2022-12-31 | $500,000 |
Other income received | 2022-12-31 | $2,465 |
Net income (gross income less expenses) | 2022-12-31 | $502,248 |
Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $2,485,925 |
Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $1,983,677 |
Assets. Value of employer securities | 2022-12-31 | $1,698,312 |
Total contributions received or receivable from employer(s) | 2022-12-31 | $600,000 |
2021 : HAMMONTREE & ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k financial data |
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Total plan liabilities at end of year | 2021-12-31 | $94,650 |
Total plan liabilities at beginning of year | 2021-12-31 | $61,030 |
Total income from all sources | 2021-12-31 | $919,073 |
Expenses. Total of all expenses incurred | 2021-12-31 | $94,510 |
Benefits paid (including direct rollovers) | 2021-12-31 | $94,335 |
Total plan assets at end of year | 2021-12-31 | $2,078,327 |
Total plan assets at beginning of year | 2021-12-31 | $1,220,144 |
Value of fidelity bond covering the plan | 2021-12-31 | $500,000 |
Other income received | 2021-12-31 | $319,073 |
Net income (gross income less expenses) | 2021-12-31 | $824,563 |
Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $1,983,677 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $1,159,114 |
Assets. Value of employer securities | 2021-12-31 | $1,722,030 |
Total contributions received or receivable from employer(s) | 2021-12-31 | $600,000 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $175 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
2020 : HAMMONTREE & ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k financial data |
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Total plan liabilities at end of year | 2020-12-31 | $61,030 |
Total plan liabilities at beginning of year | 2020-12-31 | $48,528 |
Total income from all sources | 2020-12-31 | $-7,798 |
Expenses. Total of all expenses incurred | 2020-12-31 | $61,030 |
Benefits paid (including direct rollovers) | 2020-12-31 | $61,030 |
Total plan assets at end of year | 2020-12-31 | $1,220,144 |
Total plan assets at beginning of year | 2020-12-31 | $1,276,470 |
Value of fidelity bond covering the plan | 2020-12-31 | $500,000 |
Other income received | 2020-12-31 | $-7,798 |
Net income (gross income less expenses) | 2020-12-31 | $-68,828 |
Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $1,159,114 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $1,227,942 |
Assets. Value of employer securities | 2020-12-31 | $661,114 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
2019 : HAMMONTREE & ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k financial data |
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Total plan liabilities at end of year | 2019-12-31 | $48,528 |
Total plan liabilities at beginning of year | 2019-12-31 | $19,111 |
Total income from all sources | 2019-12-31 | $290,554 |
Expenses. Total of all expenses incurred | 2019-12-31 | $75,519 |
Benefits paid (including direct rollovers) | 2019-12-31 | $75,419 |
Total plan assets at end of year | 2019-12-31 | $1,276,470 |
Total plan assets at beginning of year | 2019-12-31 | $1,032,018 |
Value of fidelity bond covering the plan | 2019-12-31 | $500,000 |
Expenses. Other expenses not covered elsewhere | 2019-12-31 | $100 |
Other income received | 2019-12-31 | $-9,446 |
Net income (gross income less expenses) | 2019-12-31 | $215,035 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $1,227,942 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $1,012,907 |
Assets. Value of employer securities | 2019-12-31 | $674,664 |
Total contributions received or receivable from employer(s) | 2019-12-31 | $300,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
2018 : HAMMONTREE & ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k financial data |
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Total plan liabilities at end of year | 2018-12-31 | $19,111 |
Total plan liabilities at beginning of year | 2018-12-31 | $58,756 |
Total income from all sources | 2018-12-31 | $269,818 |
Expenses. Total of all expenses incurred | 2018-12-31 | $102,950 |
Benefits paid (including direct rollovers) | 2018-12-31 | $102,950 |
Total plan assets at end of year | 2018-12-31 | $1,032,018 |
Total plan assets at beginning of year | 2018-12-31 | $904,795 |
Value of fidelity bond covering the plan | 2018-12-31 | $500,000 |
Other income received | 2018-12-31 | $19,818 |
Net income (gross income less expenses) | 2018-12-31 | $166,868 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $1,012,907 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $846,039 |
Assets. Value of employer securities | 2018-12-31 | $691,492 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $250,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
2017 : HAMMONTREE & ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k financial data |
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Total plan liabilities at end of year | 2017-12-31 | $58,756 |
Total plan liabilities at beginning of year | 2017-12-31 | $4,179 |
Total income from all sources | 2017-12-31 | $-41,580 |
Expenses. Total of all expenses incurred | 2017-12-31 | $95,408 |
Benefits paid (including direct rollovers) | 2017-12-31 | $95,348 |
Total plan assets at end of year | 2017-12-31 | $904,795 |
Total plan assets at beginning of year | 2017-12-31 | $987,206 |
Value of fidelity bond covering the plan | 2017-12-31 | $500,000 |
Expenses. Other expenses not covered elsewhere | 2017-12-31 | $60 |
Other income received | 2017-12-31 | $-71,580 |
Net income (gross income less expenses) | 2017-12-31 | $-136,988 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $846,039 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $983,027 |
Assets. Value of employer securities | 2017-12-31 | $693,022 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $30,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
2016 : HAMMONTREE & ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k financial data |
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Total plan liabilities at end of year | 2016-12-31 | $4,179 |
Total plan liabilities at beginning of year | 2016-12-31 | $74,525 |
Total income from all sources | 2016-12-31 | $190,001 |
Expenses. Total of all expenses incurred | 2016-12-31 | $74,452 |
Benefits paid (including direct rollovers) | 2016-12-31 | $74,416 |
Total plan assets at end of year | 2016-12-31 | $987,206 |
Total plan assets at beginning of year | 2016-12-31 | $942,003 |
Value of fidelity bond covering the plan | 2016-12-31 | $500,000 |
Expenses. Other expenses not covered elsewhere | 2016-12-31 | $36 |
Other income received | 2016-12-31 | $90,001 |
Net income (gross income less expenses) | 2016-12-31 | $115,549 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $983,027 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $867,478 |
Assets. Value of employer securities | 2016-12-31 | $767,548 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $100,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
2015 : HAMMONTREE & ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k financial data |
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Total plan liabilities at end of year | 2015-12-31 | $74,525 |
Total plan liabilities at beginning of year | 2015-12-31 | $54,230 |
Total income from all sources | 2015-12-31 | $-83,829 |
Expenses. Total of all expenses incurred | 2015-12-31 | $74,526 |
Benefits paid (including direct rollovers) | 2015-12-31 | $74,526 |
Total plan assets at end of year | 2015-12-31 | $942,003 |
Total plan assets at beginning of year | 2015-12-31 | $1,080,063 |
Value of fidelity bond covering the plan | 2015-12-31 | $500,000 |
Other income received | 2015-12-31 | $-183,829 |
Net income (gross income less expenses) | 2015-12-31 | $-158,355 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $867,478 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $1,025,833 |
Assets. Value of employer securities | 2015-12-31 | $677,724 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $100,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
2014 : HAMMONTREE & ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k financial data |
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Total plan liabilities at end of year | 2014-12-31 | $54,230 |
Total plan liabilities at beginning of year | 2014-12-31 | $1,458 |
Total income from all sources | 2014-12-31 | $2,487 |
Expenses. Total of all expenses incurred | 2014-12-31 | $54,273 |
Benefits paid (including direct rollovers) | 2014-12-31 | $54,230 |
Total plan assets at end of year | 2014-12-31 | $1,080,063 |
Total plan assets at beginning of year | 2014-12-31 | $1,079,077 |
Value of fidelity bond covering the plan | 2014-12-31 | $500,000 |
Expenses. Other expenses not covered elsewhere | 2014-12-31 | $43 |
Other income received | 2014-12-31 | $2,487 |
Net income (gross income less expenses) | 2014-12-31 | $-51,786 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $1,025,833 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $1,077,619 |
Assets. Value of employer securities | 2014-12-31 | $861,743 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
2013 : HAMMONTREE & ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k financial data |
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Total plan liabilities at end of year | 2013-12-31 | $1,458 |
Total plan liabilities at beginning of year | 2013-12-31 | $0 |
Total income from all sources | 2013-12-31 | $-156,679 |
Expenses. Total of all expenses incurred | 2013-12-31 | $33,453 |
Benefits paid (including direct rollovers) | 2013-12-31 | $33,453 |
Total plan assets at end of year | 2013-12-31 | $1,079,077 |
Total plan assets at beginning of year | 2013-12-31 | $1,267,751 |
Value of fidelity bond covering the plan | 2013-12-31 | $500,000 |
Other income received | 2013-12-31 | $-156,679 |
Net income (gross income less expenses) | 2013-12-31 | $-190,132 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $1,077,619 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $1,267,751 |
Assets. Value of employer securities | 2013-12-31 | $859,339 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
2012 : HAMMONTREE & ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k financial data |
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Total plan liabilities at end of year | 2012-12-31 | $3,088 |
Total plan liabilities at beginning of year | 2012-12-31 | $3,053 |
Total income from all sources | 2012-12-31 | $516,885 |
Expenses. Total of all expenses incurred | 2012-12-31 | $29,125 |
Benefits paid (including direct rollovers) | 2012-12-31 | $29,125 |
Total plan assets at end of year | 2012-12-31 | $1,267,751 |
Total plan assets at beginning of year | 2012-12-31 | $779,956 |
Value of fidelity bond covering the plan | 2012-12-31 | $500,000 |
Other income received | 2012-12-31 | $298,100 |
Net income (gross income less expenses) | 2012-12-31 | $487,760 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $1,264,663 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $776,903 |
Assets. Value of employer securities | 2012-12-31 | $1,016,039 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $218,785 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
2011 : HAMMONTREE & ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k financial data |
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Total plan liabilities at end of year | 2011-12-31 | $3,053 |
Total plan liabilities at beginning of year | 2011-12-31 | $3,415 |
Total income from all sources | 2011-12-31 | $206,925 |
Expenses. Total of all expenses incurred | 2011-12-31 | $55,979 |
Benefits paid (including direct rollovers) | 2011-12-31 | $45,440 |
Total plan assets at end of year | 2011-12-31 | $779,956 |
Total plan assets at beginning of year | 2011-12-31 | $629,372 |
Value of fidelity bond covering the plan | 2011-12-31 | $500,000 |
Expenses. Other expenses not covered elsewhere | 2011-12-31 | $2,500 |
Other income received | 2011-12-31 | $151,033 |
Net income (gross income less expenses) | 2011-12-31 | $150,946 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $776,903 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $625,957 |
Assets. Value of employer securities | 2011-12-31 | $714,877 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $55,892 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $8,039 |
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 EMPLOYEE STOCK OWNERSHIP PLAN 2010 401k financial data |
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Total plan liabilities at end of year | 2010-12-31 | $3,415 |
Total plan liabilities at beginning of year | 2010-12-31 | $1,209 |
Total income from all sources | 2010-12-31 | $248,334 |
Expenses. Total of all expenses incurred | 2010-12-31 | $37,329 |
Benefits paid (including direct rollovers) | 2010-12-31 | $27,126 |
Total plan assets at end of year | 2010-12-31 | $629,372 |
Total plan assets at beginning of year | 2010-12-31 | $416,161 |
Value of fidelity bond covering the plan | 2010-12-31 | $500,000 |
Other income received | 2010-12-31 | $196,492 |
Net income (gross income less expenses) | 2010-12-31 | $211,005 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $625,957 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $414,952 |
Assets. Value of employer securities | 2010-12-31 | $563,859 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $51,842 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $10,203 |
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 EMPLOYEE STOCK OWNERSHIP PLAN 2009 401k financial data |
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Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
2022: HAMMONTREE & ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN 2022 form 5500 responses |
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2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Submission has been amended | Yes |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | 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 EMPLOYEE STOCK OWNERSHIP PLAN 2021 form 5500 responses |
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2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | 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 EMPLOYEE STOCK OWNERSHIP PLAN 2020 form 5500 responses |
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2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | 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 EMPLOYEE STOCK OWNERSHIP PLAN 2019 form 5500 responses |
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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 EMPLOYEE STOCK OWNERSHIP 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 EMPLOYEE STOCK OWNERSHIP 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 | This return/report is a short plan year return/report (less than 12 months) | 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 EMPLOYEE STOCK OWNERSHIP 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 | Yes |
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 EMPLOYEE STOCK OWNERSHIP 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 EMPLOYEE STOCK OWNERSHIP PLAN 2014 form 5500 responses |
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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 EMPLOYEE STOCK OWNERSHIP PLAN 2013 form 5500 responses |
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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 |
2012: HAMMONTREE & ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN 2012 form 5500 responses |
---|
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | Yes |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: HAMMONTREE & ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN 2011 form 5500 responses |
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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 is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2010: HAMMONTREE & ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN 2010 form 5500 responses |
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2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Submission has been amended | No |
2010-01-01 | This submission is the final filing | No |
2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-01-01 | Plan is a collectively bargained plan | No |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |
2009: HAMMONTREE & ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN 2009 form 5500 responses |
---|
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
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 is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |