Plan Name | ARMFIELD, HARRISON & THOMAS, INC. EMPLOYEE STOCK OWNERSHIP PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | ARMFIELD, HARRISON, & THOMAS, INC. |
Employer identification number (EIN): | 540654623 |
NAIC Classification: | 524210 |
NAIC Description: | Insurance Agencies and Brokerages |
Additional information about ARMFIELD, HARRISON, & THOMAS, INC.
Jurisdiction of Incorporation: | Virginia Secretary of State |
Incorporation Date: | 1958-12-29 |
Company Identification Number: | 0081932 |
Legal Registered Office Address: |
20 S KING STREET LEESBURG United States of America (USA) 20175 |
More information about ARMFIELD, HARRISON, & THOMAS, INC.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2022-01-01 | LYNNE SORRENTINO | 2023-09-29 | ||
001 | 2021-01-01 | LYNNE SORRENTINO | 2022-10-13 | ||
001 | 2021-01-01 | LYNNE SORRENTINO | 2023-03-15 | ||
001 | 2020-01-01 | ||||
001 | 2019-01-01 | ||||
001 | 2018-01-01 | ||||
001 | 2017-01-01 | SUSAN LYNNE SORRENTINO | |||
001 | 2016-01-01 | SUSAN LYNNE SORRENTINO | |||
001 | 2015-01-01 | SUSAN LYNNE SORRENTINO | |||
001 | 2014-01-01 | SUSAN LYNNE SORRENTINO | |||
001 | 2013-01-01 | SUSAN LYNNE SORRENTINO | |||
001 | 2012-01-01 | SUSAN LYNNE SORRENTINO | |||
001 | 2011-01-01 | SUSAN LYNNE SORRENTINO | |||
001 | 2010-01-01 | SUSAN LYNNE SORRENTINO | |||
001 | 2009-01-01 | SUSAN LYNNE SORRENTINO |
Measure | Date | Value |
---|---|---|
2022: ARMFIELD, HARRISON & THOMAS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 292 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 0 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 249 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 43 |
Total of all active and inactive participants | 2022-01-01 | 292 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 292 |
Number of participants with account balances | 2022-01-01 | 43 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: ARMFIELD, HARRISON & THOMAS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 292 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 203 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 60 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 29 |
Total of all active and inactive participants | 2021-01-01 | 292 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 292 |
Number of participants with account balances | 2021-01-01 | 292 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: ARMFIELD, HARRISON & THOMAS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 243 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 218 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 14 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 60 |
Total of all active and inactive participants | 2020-01-01 | 292 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 292 |
Number of participants with account balances | 2020-01-01 | 292 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: ARMFIELD, HARRISON & THOMAS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 212 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 182 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 4 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 35 |
Total of all active and inactive participants | 2019-01-01 | 221 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 221 |
Number of participants with account balances | 2019-01-01 | 221 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 13 |
2018: ARMFIELD, HARRISON & THOMAS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 189 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 173 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 10 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 29 |
Total of all active and inactive participants | 2018-01-01 | 212 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 212 |
Number of participants with account balances | 2018-01-01 | 212 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 16 |
2017: ARMFIELD, HARRISON & THOMAS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 170 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 169 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 3 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 17 |
Total of all active and inactive participants | 2017-01-01 | 189 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 189 |
Number of participants with account balances | 2017-01-01 | 189 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 7 |
2016: ARMFIELD, HARRISON & THOMAS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 157 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 151 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 4 |
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 | 170 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 170 |
Number of participants with account balances | 2016-01-01 | 170 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 6 |
2015: ARMFIELD, HARRISON & THOMAS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 145 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 138 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 1 |
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 | 157 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 157 |
Number of participants with account balances | 2015-01-01 | 157 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 8 |
2014: ARMFIELD, HARRISON & THOMAS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 127 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 135 |
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 | 10 |
Total of all active and inactive participants | 2014-01-01 | 145 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 145 |
Number of participants with account balances | 2014-01-01 | 145 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 3 |
2013: ARMFIELD, HARRISON & THOMAS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 123 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 114 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 11 |
Total of all active and inactive participants | 2013-01-01 | 126 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 1 |
Total participants | 2013-01-01 | 127 |
Number of participants with account balances | 2013-01-01 | 127 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 10 |
2012: ARMFIELD, HARRISON & THOMAS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 118 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 111 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 3 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 9 |
Total of all active and inactive participants | 2012-01-01 | 123 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 123 |
Number of participants with account balances | 2012-01-01 | 123 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 5 |
2011: ARMFIELD, HARRISON & THOMAS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 116 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 110 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 2 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 6 |
Total of all active and inactive participants | 2011-01-01 | 118 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 118 |
Number of participants with account balances | 2011-01-01 | 118 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 3 |
2010: ARMFIELD, HARRISON & THOMAS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2010 401k membership | ||
Total participants, beginning-of-year | 2010-01-01 | 120 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 102 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 2 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 12 |
Total of all active and inactive participants | 2010-01-01 | 116 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
Total participants | 2010-01-01 | 116 |
Number of participants with account balances | 2010-01-01 | 116 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 7 |
2009: ARMFIELD, HARRISON & THOMAS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 125 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 113 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 2 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 5 |
Total of all active and inactive participants | 2009-01-01 | 120 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 120 |
Number of participants with account balances | 2009-01-01 | 120 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 5 |
Measure | Date | Value |
---|---|---|
2022 : ARMFIELD, HARRISON & THOMAS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $11,663 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $111,571 |
Total income from all sources (including contributions) | 2022-12-31 | $0 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $7,592,245 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $7,592,245 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $0 |
Value of total assets at end of year | 2022-12-31 | $561,551 |
Value of total assets at beginning of year | 2022-12-31 | $8,253,704 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $0 |
Total interest from all sources | 2022-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | Yes |
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2022-12-31 | $0 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Liabilities. Value of operating payables at end of year | 2022-12-31 | $11,663 |
Liabilities. Value of operating payables at beginning of year | 2022-12-31 | $11,500 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-7,592,245 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $549,888 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $8,142,133 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-12-31 | $561,551 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-12-31 | $8,253,704 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-12-31 | $8,253,704 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $7,592,245 |
Liabilities. Value of benefit claims payable at end of year | 2022-12-31 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2022-12-31 | $100,071 |
Did the plan have assets held for investment | 2022-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | YOUNT, HYDE & BARBOUR, P.C. |
Accountancy firm EIN | 2022-12-31 | 541149263 |
2021 : ARMFIELD, HARRISON & THOMAS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $111,571 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total income from all sources (including contributions) | 2021-12-31 | $384,343 |
Total loss/gain on sale of assets | 2021-12-31 | $381,739 |
Total of all expenses incurred | 2021-12-31 | $51,732,834 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $51,721,304 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $0 |
Value of total assets at end of year | 2021-12-31 | $8,253,704 |
Value of total assets at beginning of year | 2021-12-31 | $59,490,624 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $11,530 |
Total interest from all sources | 2021-12-31 | $1,616 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | Yes |
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2021-12-31 | $0 |
Administrative expenses professional fees incurred | 2021-12-31 | $11,500 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Assets. Other investments not covered elsewhere at end of year | 2021-12-31 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2021-12-31 | $350 |
Other income not declared elsewhere | 2021-12-31 | $988 |
Administrative expenses (other) incurred | 2021-12-31 | $30 |
Liabilities. Value of operating payables at end of year | 2021-12-31 | $11,500 |
Liabilities. Value of operating payables at beginning of year | 2021-12-31 | $0 |
Total non interest bearing cash at end of year | 2021-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2021-12-31 | $1,232,079 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $-51,348,491 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $8,142,133 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $59,490,624 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-12-31 | $8,253,704 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-12-31 | $58,258,195 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-12-31 | $58,258,195 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2021-12-31 | $1,616 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $51,721,304 |
Liabilities. Value of benefit claims payable at end of year | 2021-12-31 | $100,071 |
Liabilities. Value of benefit claims payable at beginning of year | 2021-12-31 | $0 |
Did the plan have assets held for investment | 2021-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Aggregate proceeds on sale of assets | 2021-12-31 | $381,739 |
Aggregate carrying amount (costs) on sale of assets | 2021-12-31 | $0 |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | YOUNT, HYDE & BARBOUR, P.C. |
Accountancy firm EIN | 2021-12-31 | 541149263 |
2020 : ARMFIELD, HARRISON & THOMAS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total income from all sources (including contributions) | 2020-12-31 | $32,802,522 |
Total loss/gain on sale of assets | 2020-12-31 | $32,072,434 |
Total of all expenses incurred | 2020-12-31 | $828,453 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $828,453 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $710,000 |
Value of total assets at end of year | 2020-12-31 | $59,490,624 |
Value of total assets at beginning of year | 2020-12-31 | $27,516,555 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $0 |
Total interest from all sources | 2020-12-31 | $20,088 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | Yes |
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2020-12-31 | $0 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $710,000 |
Assets. Other investments not covered elsewhere at end of year | 2020-12-31 | $350 |
Assets. Other investments not covered elsewhere at beginning of year | 2020-12-31 | $0 |
Total non interest bearing cash at end of year | 2020-12-31 | $1,232,079 |
Total non interest bearing cash at beginning of year | 2020-12-31 | $1,149,938 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $31,974,069 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $59,490,624 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $27,516,555 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $5,193,758 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-12-31 | $58,258,195 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-12-31 | $2,343,364 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-12-31 | $2,343,364 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-12-31 | $20,088 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Assets. Invements in employer securities at end of year | 2020-12-31 | $0 |
Assets. Invements in employer securities at beginning of year | 2020-12-31 | $18,395,256 |
Employer contributions (assets) at end of year | 2020-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $434,239 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $828,453 |
Did the plan have assets held for investment | 2020-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Aggregate proceeds on sale of assets | 2020-12-31 | $50,467,690 |
Aggregate carrying amount (costs) on sale of assets | 2020-12-31 | $18,395,256 |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
Accountancy firm name | 2020-12-31 | YOUNT, HYDE & BARBOUR, P.C. |
Accountancy firm EIN | 2020-12-31 | 541149263 |
2019 : ARMFIELD, HARRISON & THOMAS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2019-12-31 | $2,156,815 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2019-12-31 | $2,156,815 |
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $2,156,815 |
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $2,156,815 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $834,595 |
Total income from all sources (including contributions) | 2019-12-31 | $3,758,492 |
Total income from all sources (including contributions) | 2019-12-31 | $3,758,492 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $893,834 |
Total of all expenses incurred | 2019-12-31 | $893,834 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $893,834 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $893,834 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $1,300,000 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $1,300,000 |
Value of total assets at end of year | 2019-12-31 | $27,516,555 |
Value of total assets at end of year | 2019-12-31 | $27,516,555 |
Value of total assets at beginning of year | 2019-12-31 | $25,486,492 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $0 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $0 |
Total interest from all sources | 2019-12-31 | $1,954 |
Total interest from all sources | 2019-12-31 | $1,954 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Assets. Other investments not covered elsewhere at end of year | 2019-12-31 | $0 |
Assets. Other investments not covered elsewhere at end of year | 2019-12-31 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2019-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $0 |
Total non interest bearing cash at end of year | 2019-12-31 | $1,149,938 |
Total non interest bearing cash at beginning of year | 2019-12-31 | $7,044,109 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $2,864,658 |
Value of net income/loss | 2019-12-31 | $2,864,658 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $27,516,555 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $27,516,555 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $24,651,897 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $5,193,758 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $5,193,758 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $2,343,364 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $1,215,212 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $1,215,212 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $1,954 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $1,954 |
Asset value of US Government securities at end of year | 2019-12-31 | $0 |
Asset value of US Government securities at beginning of year | 2019-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $299,723 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $299,723 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Assets. Invements in employer securities at end of year | 2019-12-31 | $18,395,256 |
Assets. Invements in employer securities at end of year | 2019-12-31 | $18,395,256 |
Assets. Invements in employer securities at beginning of year | 2019-12-31 | $16,438,452 |
Contributions received in cash from employer | 2019-12-31 | $1,300,000 |
Contributions received in cash from employer | 2019-12-31 | $1,300,000 |
Employer contributions (assets) at end of year | 2019-12-31 | $434,239 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $788,719 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $893,834 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $893,834 |
Asset. Corporate debt instrument debt (other) at end of year | 2019-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2019-12-31 | $0 |
Assets. Corporate common stocks other than exployer securities at end of year | 2019-12-31 | $0 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2019-12-31 | $0 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Liabilities. Value of acquisition indebtedness at end of year | 2019-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at end of year | 2019-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2019-12-31 | $834,595 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Unqualified |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Unqualified |
Accountancy firm name | 2019-12-31 | YOUNT, HYDE & BARBOUR, P.C. |
Accountancy firm name | 2019-12-31 | YOUNT, HYDE & BARBOUR, P.C. |
Accountancy firm EIN | 2019-12-31 | 541149263 |
Accountancy firm EIN | 2019-12-31 | 541149263 |
2018 : ARMFIELD, HARRISON & THOMAS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2018-12-31 | $1,562,526 |
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $1,562,526 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $834,595 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total income from all sources (including contributions) | 2018-12-31 | $2,964,300 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $506,200 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $506,200 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $1,400,000 |
Value of total assets at end of year | 2018-12-31 | $25,486,492 |
Value of total assets at beginning of year | 2018-12-31 | $22,193,797 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $0 |
Total interest from all sources | 2018-12-31 | $1,774 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Assets. Other investments not covered elsewhere at end of year | 2018-12-31 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2018-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2018-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-12-31 | $62 |
Total non interest bearing cash at end of year | 2018-12-31 | $7,044,109 |
Total non interest bearing cash at beginning of year | 2018-12-31 | $636,664 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $2,458,100 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $24,651,897 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $22,193,797 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-12-31 | $1,215,212 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-12-31 | $813,438 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-12-31 | $813,438 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2018-12-31 | $1,774 |
Asset value of US Government securities at end of year | 2018-12-31 | $0 |
Asset value of US Government securities at beginning of year | 2018-12-31 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Assets. Invements in employer securities at end of year | 2018-12-31 | $16,438,452 |
Assets. Invements in employer securities at beginning of year | 2018-12-31 | $20,118,633 |
Contributions received in cash from employer | 2018-12-31 | $1,400,000 |
Employer contributions (assets) at end of year | 2018-12-31 | $788,719 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $625,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $506,200 |
Asset. Corporate debt instrument debt (other) at end of year | 2018-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2018-12-31 | $0 |
Assets. Corporate common stocks other than exployer securities at end of year | 2018-12-31 | $0 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2018-12-31 | $0 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Liabilities. Value of acquisition indebtedness at end of year | 2018-12-31 | $834,595 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2018-12-31 | $0 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Unqualified |
Accountancy firm name | 2018-12-31 | YOUNT, HYDE & BARBOUR, P.C. |
Accountancy firm EIN | 2018-12-31 | 541149263 |
2017 : ARMFIELD, HARRISON & THOMAS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2017-12-31 | $3,675,422 |
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $3,675,422 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total income from all sources (including contributions) | 2017-12-31 | $4,877,038 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $443,929 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $443,929 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $1,200,000 |
Value of total assets at end of year | 2017-12-31 | $22,193,797 |
Value of total assets at beginning of year | 2017-12-31 | $17,760,688 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $0 |
Total interest from all sources | 2017-12-31 | $1,616 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Assets. Other investments not covered elsewhere at end of year | 2017-12-31 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2017-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-12-31 | $62 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-12-31 | $0 |
Total non interest bearing cash at end of year | 2017-12-31 | $636,664 |
Total non interest bearing cash at beginning of year | 2017-12-31 | $162,496 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $4,433,109 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $22,193,797 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $17,760,688 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-12-31 | $813,438 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-12-31 | $811,822 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-12-31 | $811,822 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2017-12-31 | $1,616 |
Asset value of US Government securities at end of year | 2017-12-31 | $0 |
Asset value of US Government securities at beginning of year | 2017-12-31 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Assets. Invements in employer securities at end of year | 2017-12-31 | $20,118,633 |
Assets. Invements in employer securities at beginning of year | 2017-12-31 | $16,443,210 |
Contributions received in cash from employer | 2017-12-31 | $1,200,000 |
Employer contributions (assets) at end of year | 2017-12-31 | $625,000 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $343,160 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $443,929 |
Asset. Corporate debt instrument debt (other) at end of year | 2017-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2017-12-31 | $0 |
Assets. Corporate common stocks other than exployer securities at end of year | 2017-12-31 | $0 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2017-12-31 | $0 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Liabilities. Value of acquisition indebtedness at end of year | 2017-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2017-12-31 | $0 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Unqualified |
Accountancy firm name | 2017-12-31 | YOUNT, HYDE & BARBOUR, P.C. |
Accountancy firm EIN | 2017-12-31 | 541149263 |
2016 : ARMFIELD, HARRISON & THOMAS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2016-12-31 | $2,908,443 |
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $2,908,443 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total income from all sources (including contributions) | 2016-12-31 | $4,008,747 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $672,083 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $672,083 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $1,100,000 |
Value of total assets at end of year | 2016-12-31 | $17,760,688 |
Value of total assets at beginning of year | 2016-12-31 | $14,424,024 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $0 |
Total interest from all sources | 2016-12-31 | $304 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Assets. Other investments not covered elsewhere at end of year | 2016-12-31 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2016-12-31 | $0 |
Total non interest bearing cash at end of year | 2016-12-31 | $162,496 |
Total non interest bearing cash at beginning of year | 2016-12-31 | $98,479 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $3,336,664 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $17,760,688 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $14,424,024 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-12-31 | $811,822 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-12-31 | $151,518 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-12-31 | $151,518 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2016-12-31 | $304 |
Asset value of US Government securities at end of year | 2016-12-31 | $0 |
Asset value of US Government securities at beginning of year | 2016-12-31 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Assets. Invements in employer securities at end of year | 2016-12-31 | $16,443,210 |
Assets. Invements in employer securities at beginning of year | 2016-12-31 | $14,174,027 |
Contributions received in cash from employer | 2016-12-31 | $1,100,000 |
Employer contributions (assets) at end of year | 2016-12-31 | $343,160 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $672,083 |
Asset. Corporate debt instrument debt (other) at end of year | 2016-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2016-12-31 | $0 |
Assets. Corporate common stocks other than exployer securities at end of year | 2016-12-31 | $0 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2016-12-31 | $0 |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Liabilities. Value of acquisition indebtedness at end of year | 2016-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2016-12-31 | $0 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Unqualified |
Accountancy firm name | 2016-12-31 | YOUNT, HYDE & BARBOUR, P.C. |
Accountancy firm EIN | 2016-12-31 | 541149263 |
2015 : ARMFIELD, HARRISON & THOMAS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2015-12-31 | $1,021,471 |
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $1,021,471 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total income from all sources (including contributions) | 2015-12-31 | $1,766,346 |
Total loss/gain on sale of assets | 2015-12-31 | $11,165 |
Total of all expenses incurred | 2015-12-31 | $143,845 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $143,749 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $705,341 |
Value of total assets at end of year | 2015-12-31 | $14,424,024 |
Value of total assets at beginning of year | 2015-12-31 | $12,801,523 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $96 |
Total interest from all sources | 2015-12-31 | $25,812 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $2,447 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $8 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Assets. Other investments not covered elsewhere at end of year | 2015-12-31 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2015-12-31 | $0 |
Other income not declared elsewhere | 2015-12-31 | $110 |
Administrative expenses (other) incurred | 2015-12-31 | $20 |
Total non interest bearing cash at end of year | 2015-12-31 | $98,479 |
Total non interest bearing cash at beginning of year | 2015-12-31 | $1,067,486 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $1,622,501 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $14,424,024 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $12,801,523 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Investment advisory and management fees | 2015-12-31 | $76 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $311,902 |
Income. Interest from corporate debt instruments | 2015-12-31 | $4,215 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-12-31 | $151,518 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-12-31 | $5,907,482 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-12-31 | $5,907,482 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2015-12-31 | $21,597 |
Asset value of US Government securities at end of year | 2015-12-31 | $0 |
Asset value of US Government securities at beginning of year | 2015-12-31 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Assets. Invements in employer securities at end of year | 2015-12-31 | $14,174,027 |
Assets. Invements in employer securities at beginning of year | 2015-12-31 | $3,884,678 |
Contributions received in cash from employer | 2015-12-31 | $705,341 |
Employer contributions (assets) at end of year | 2015-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $479,496 |
Income. Dividends from common stock | 2015-12-31 | $2,439 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $143,749 |
Asset. Corporate debt instrument debt (other) at end of year | 2015-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2015-12-31 | $734,339 |
Assets. Corporate common stocks other than exployer securities at end of year | 2015-12-31 | $0 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2015-12-31 | $416,140 |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Aggregate proceeds on sale of assets | 2015-12-31 | $11,165 |
Liabilities. Value of acquisition indebtedness at end of year | 2015-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2015-12-31 | $0 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Unqualified |
Accountancy firm name | 2015-12-31 | YOUNT, HYDE & BARBOUR, P.C. |
Accountancy firm EIN | 2015-12-31 | 541149263 |
2014 : ARMFIELD, HARRISON & THOMAS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2014-12-31 | $412,569 |
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $412,569 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total income from all sources (including contributions) | 2014-12-31 | $1,109,324 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $267,358 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $266,804 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $600,000 |
Value of total assets at end of year | 2014-12-31 | $12,801,523 |
Value of total assets at beginning of year | 2014-12-31 | $11,959,557 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $554 |
Total interest from all sources | 2014-12-31 | $17,982 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $20,709 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Assets. Other investments not covered elsewhere at end of year | 2014-12-31 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2014-12-31 | $0 |
Other income not declared elsewhere | 2014-12-31 | $58,064 |
Total non interest bearing cash at end of year | 2014-12-31 | $1,067,486 |
Total non interest bearing cash at beginning of year | 2014-12-31 | $454,073 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $841,966 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $12,801,523 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $11,959,557 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Investment advisory and management fees | 2014-12-31 | $554 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $311,902 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $348,405 |
Income. Interest from corporate debt instruments | 2014-12-31 | $13,347 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-12-31 | $5,907,482 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-12-31 | $2,833,922 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-12-31 | $2,833,922 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2014-12-31 | $4,635 |
Asset value of US Government securities at end of year | 2014-12-31 | $0 |
Asset value of US Government securities at beginning of year | 2014-12-31 | $10,423 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Assets. Invements in employer securities at end of year | 2014-12-31 | $3,884,678 |
Assets. Invements in employer securities at beginning of year | 2014-12-31 | $6,061,771 |
Contributions received in cash from employer | 2014-12-31 | $600,000 |
Employer contributions (assets) at end of year | 2014-12-31 | $479,496 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $688,155 |
Income. Dividends from common stock | 2014-12-31 | $20,709 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $266,804 |
Asset. Corporate debt instrument debt (other) at end of year | 2014-12-31 | $734,339 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2014-12-31 | $877,866 |
Assets. Corporate common stocks other than exployer securities at end of year | 2014-12-31 | $416,140 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2014-12-31 | $684,942 |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Liabilities. Value of acquisition indebtedness at end of year | 2014-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2014-12-31 | $0 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Unqualified |
Accountancy firm name | 2014-12-31 | YOUNT, HYDE & BARBOUR, P.C. |
Accountancy firm EIN | 2014-12-31 | 541149263 |
2013 : ARMFIELD, HARRISON & THOMAS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2013-12-31 | $1,137,375 |
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $1,137,375 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total income from all sources (including contributions) | 2013-12-31 | $2,035,164 |
Total loss/gain on sale of assets | 2013-12-31 | $8,672 |
Total of all expenses incurred | 2013-12-31 | $315,008 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $314,568 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $850,000 |
Value of total assets at end of year | 2013-12-31 | $11,959,557 |
Value of total assets at beginning of year | 2013-12-31 | $10,239,401 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $440 |
Total interest from all sources | 2013-12-31 | $20,372 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $18,458 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $4,482 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Assets. Other investments not covered elsewhere at end of year | 2013-12-31 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2013-12-31 | $0 |
Other income not declared elsewhere | 2013-12-31 | $287 |
Total non interest bearing cash at end of year | 2013-12-31 | $454,073 |
Total non interest bearing cash at beginning of year | 2013-12-31 | $115,921 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $1,720,156 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $11,959,557 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $10,239,401 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Investment advisory and management fees | 2013-12-31 | $440 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $348,405 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $288,502 |
Income. Interest from corporate debt instruments | 2013-12-31 | $9,475 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-12-31 | $2,833,922 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $2,613,176 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $2,613,176 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2013-12-31 | $10,897 |
Asset value of US Government securities at end of year | 2013-12-31 | $10,423 |
Asset value of US Government securities at beginning of year | 2013-12-31 | $10,845 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Assets. Invements in employer securities at end of year | 2013-12-31 | $6,061,771 |
Assets. Invements in employer securities at beginning of year | 2013-12-31 | $5,273,134 |
Contributions received in cash from employer | 2013-12-31 | $850,000 |
Employer contributions (assets) at end of year | 2013-12-31 | $688,155 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $571,990 |
Income. Dividends from common stock | 2013-12-31 | $13,976 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $314,568 |
Asset. Corporate debt instrument debt (other) at end of year | 2013-12-31 | $877,866 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2013-12-31 | $861,441 |
Assets. Corporate common stocks other than exployer securities at end of year | 2013-12-31 | $684,942 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2013-12-31 | $504,392 |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Aggregate proceeds on sale of assets | 2013-12-31 | $8,672 |
Liabilities. Value of acquisition indebtedness at end of year | 2013-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2013-12-31 | $0 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Unqualified |
Accountancy firm name | 2013-12-31 | YOUNT, HYDE & BARBOUR, P.C. |
Accountancy firm EIN | 2013-12-31 | 541149263 |
2012 : ARMFIELD, HARRISON & THOMAS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2012-12-31 | $575,451 |
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $575,451 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $228,571 |
Expenses. Interest paid | 2012-12-31 | $8,887 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2012-12-31 | $8,887 |
Total income from all sources (including contributions) | 2012-12-31 | $1,674,701 |
Total loss/gain on sale of assets | 2012-12-31 | $308,736 |
Total of all expenses incurred | 2012-12-31 | $168,704 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $159,481 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $750,000 |
Value of total assets at end of year | 2012-12-31 | $10,239,401 |
Value of total assets at beginning of year | 2012-12-31 | $8,961,975 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $336 |
Total interest from all sources | 2012-12-31 | $19,486 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $17,486 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $5,831 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Assets. Other investments not covered elsewhere at end of year | 2012-12-31 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2012-12-31 | $0 |
Other income not declared elsewhere | 2012-12-31 | $0 |
Administrative expenses (other) incurred | 2012-12-31 | $336 |
Total non interest bearing cash at end of year | 2012-12-31 | $115,921 |
Total non interest bearing cash at beginning of year | 2012-12-31 | $61,274 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $1,505,997 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $10,239,401 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $8,733,404 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $288,502 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $476,414 |
Income. Interest from US Government securities | 2012-12-31 | $475 |
Income. Interest from corporate debt instruments | 2012-12-31 | $12,290 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-12-31 | $2,613,176 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $1,283,866 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $1,283,866 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2012-12-31 | $6,721 |
Asset value of US Government securities at end of year | 2012-12-31 | $10,845 |
Asset value of US Government securities at beginning of year | 2012-12-31 | $11,170 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $3,542 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Assets. Invements in employer securities at end of year | 2012-12-31 | $5,273,134 |
Assets. Invements in employer securities at beginning of year | 2012-12-31 | $5,523,289 |
Contributions received in cash from employer | 2012-12-31 | $750,000 |
Employer contributions (assets) at end of year | 2012-12-31 | $571,990 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $582,283 |
Income. Dividends from common stock | 2012-12-31 | $11,655 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $159,481 |
Asset. Corporate debt instrument debt (other) at end of year | 2012-12-31 | $861,441 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2012-12-31 | $593,088 |
Assets. Corporate common stocks other than exployer securities at end of year | 2012-12-31 | $504,392 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2012-12-31 | $430,591 |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Aggregate proceeds on sale of assets | 2012-12-31 | $308,736 |
Liabilities. Value of acquisition indebtedness at end of year | 2012-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2012-12-31 | $228,571 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Unqualified |
Accountancy firm name | 2012-12-31 | YOUNT, HYDE & BARBOUR, P.C. |
Accountancy firm EIN | 2012-12-31 | 541149263 |
2011 : ARMFIELD, HARRISON & THOMAS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2011-12-31 | $646,075 |
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $646,075 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $228,571 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $285,714 |
Expenses. Interest paid | 2011-12-31 | $15,085 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2011-12-31 | $15,085 |
Total income from all sources (including contributions) | 2011-12-31 | $1,655,501 |
Total loss/gain on sale of assets | 2011-12-31 | $535 |
Total of all expenses incurred | 2011-12-31 | $532,203 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $516,964 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $1,000,000 |
Value of total assets at end of year | 2011-12-31 | $8,961,975 |
Value of total assets at beginning of year | 2011-12-31 | $7,895,820 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $154 |
Total interest from all sources | 2011-12-31 | $1,876 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $7,015 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $2,401 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Assets. Other investments not covered elsewhere at end of year | 2011-12-31 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2011-12-31 | $20,220 |
Administrative expenses (other) incurred | 2011-12-31 | $154 |
Total non interest bearing cash at end of year | 2011-12-31 | $61,274 |
Total non interest bearing cash at beginning of year | 2011-12-31 | $35,536 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $1,123,298 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $8,733,404 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $7,610,106 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $476,414 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $22,774 |
Interest earned on other investments | 2011-12-31 | $701 |
Income. Interest from US Government securities | 2011-12-31 | $475 |
Income. Interest from corporate debt instruments | 2011-12-31 | $678 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $1,283,866 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $280,938 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $280,938 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-12-31 | $22 |
Asset value of US Government securities at end of year | 2011-12-31 | $11,170 |
Asset value of US Government securities at beginning of year | 2011-12-31 | $11,153 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Assets. Invements in employer securities at end of year | 2011-12-31 | $5,523,289 |
Assets. Invements in employer securities at beginning of year | 2011-12-31 | $6,118,951 |
Contributions received in cash from employer | 2011-12-31 | $1,000,000 |
Employer contributions (assets) at end of year | 2011-12-31 | $582,283 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $808,000 |
Income. Dividends from common stock | 2011-12-31 | $4,614 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $516,964 |
Asset. Corporate debt instrument debt (other) at end of year | 2011-12-31 | $593,088 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2011-12-31 | $492,363 |
Assets. Corporate common stocks other than exployer securities at end of year | 2011-12-31 | $430,591 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2011-12-31 | $105,885 |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Aggregate proceeds on sale of assets | 2011-12-31 | $459,995 |
Aggregate carrying amount (costs) on sale of assets | 2011-12-31 | $459,460 |
Liabilities. Value of acquisition indebtedness at end of year | 2011-12-31 | $228,571 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2011-12-31 | $285,714 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Unqualified |
Accountancy firm name | 2011-12-31 | YOUNT, HYDE & BARBOUR, P.C. |
Accountancy firm EIN | 2011-12-31 | 541149263 |
2010 : ARMFIELD, HARRISON & THOMAS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2010 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2010-12-31 | $445,285 |
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $445,285 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $285,714 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $342,857 |
Expenses. Interest paid | 2010-12-31 | $17,239 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2010-12-31 | $17,239 |
Total income from all sources (including contributions) | 2010-12-31 | $1,459,011 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $318,681 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $301,442 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $1,000,000 |
Value of total assets at end of year | 2010-12-31 | $7,895,820 |
Value of total assets at beginning of year | 2010-12-31 | $6,812,633 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $0 |
Total interest from all sources | 2010-12-31 | $5,367 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $4,035 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $302 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Assets. Other investments not covered elsewhere at end of year | 2010-12-31 | $20,220 |
Other income not declared elsewhere | 2010-12-31 | $4,324 |
Total non interest bearing cash at end of year | 2010-12-31 | $35,536 |
Total non interest bearing cash at beginning of year | 2010-12-31 | $417,359 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $1,140,330 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $7,610,106 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $6,469,776 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $22,774 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $19,232 |
Interest earned on other investments | 2010-12-31 | $-76 |
Income. Interest from US Government securities | 2010-12-31 | $940 |
Income. Interest from corporate debt instruments | 2010-12-31 | $1,258 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $280,938 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $102,394 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $102,394 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2010-12-31 | $3,245 |
Asset value of US Government securities at end of year | 2010-12-31 | $11,153 |
Asset value of US Government securities at beginning of year | 2010-12-31 | $30,847 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Assets. Invements in employer securities at end of year | 2010-12-31 | $6,118,951 |
Assets. Invements in employer securities at beginning of year | 2010-12-31 | $5,665,938 |
Contributions received in cash from employer | 2010-12-31 | $1,000,000 |
Employer contributions (assets) at end of year | 2010-12-31 | $808,000 |
Employer contributions (assets) at beginning of year | 2010-12-31 | $450,000 |
Income. Dividends from common stock | 2010-12-31 | $3,733 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $301,442 |
Asset. Corporate debt instrument debt (other) at end of year | 2010-12-31 | $492,363 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2010-12-31 | $32,135 |
Assets. Corporate common stocks other than exployer securities at end of year | 2010-12-31 | $105,885 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2010-12-31 | $94,728 |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Liabilities. Value of acquisition indebtedness at end of year | 2010-12-31 | $285,714 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2010-12-31 | $342,857 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Unqualified |
Accountancy firm name | 2010-12-31 | YOUNT, HYDE & BARBOUR, P.C. |
Accountancy firm EIN | 2010-12-31 | 541149263 |
2009 : ARMFIELD, HARRISON & THOMAS, INC. EMPLOYEE STOCK OWNERSHIP 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 |
2022: ARMFIELD, HARRISON & THOMAS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2022 form 5500 responses | ||
---|---|---|
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Submission has been amended | No |
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: ARMFIELD, HARRISON & THOMAS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2021 form 5500 responses | ||
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: ARMFIELD, HARRISON & THOMAS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2020 form 5500 responses | ||
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: ARMFIELD, HARRISON & THOMAS, INC. EMPLOYEE STOCK OWNERSHIP 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: ARMFIELD, HARRISON & THOMAS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2018 form 5500 responses | ||
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: ARMFIELD, HARRISON & THOMAS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2017 form 5500 responses | ||
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: ARMFIELD, HARRISON & THOMAS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2016 form 5500 responses | ||
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: ARMFIELD, HARRISON & THOMAS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2015 form 5500 responses | ||
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: ARMFIELD, HARRISON & THOMAS, INC. EMPLOYEE STOCK OWNERSHIP 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: ARMFIELD, HARRISON & THOMAS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2013 form 5500 responses | ||
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | Yes |
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: ARMFIELD, HARRISON & THOMAS, INC. 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 | No |
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: ARMFIELD, HARRISON & THOMAS, INC. EMPLOYEE STOCK OWNERSHIP 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 is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2010: ARMFIELD, HARRISON & THOMAS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2010 form 5500 responses | ||
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: ARMFIELD, HARRISON & THOMAS, INC. 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 |