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ARMFIELD, HARRISON & THOMAS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 401k Plan overview

Plan NameARMFIELD, HARRISON & THOMAS, INC. EMPLOYEE STOCK OWNERSHIP PLAN
Plan identification number 001

ARMFIELD, HARRISON & THOMAS, INC. EMPLOYEE STOCK OWNERSHIP PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Stock bonus
  • Leveraged ESOP - An ESOP that acquires employer securities with borrowed money or other debt-financing techniques. A completed Schedule E must be attached to a Form 5500 filed for an ESOP.

401k Sponsoring company profile

ARMFIELD, HARRISON, & THOMAS, INC. has sponsored the creation of one or more 401k plans.

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.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ARMFIELD, HARRISON & THOMAS, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01LYNNE SORRENTINO2023-09-29
0012021-01-01LYNNE SORRENTINO2022-10-13
0012021-01-01LYNNE SORRENTINO2023-03-15
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01SUSAN LYNNE SORRENTINO
0012016-01-01SUSAN LYNNE SORRENTINO
0012015-01-01SUSAN LYNNE SORRENTINO
0012014-01-01SUSAN LYNNE SORRENTINO
0012013-01-01SUSAN LYNNE SORRENTINO
0012012-01-01SUSAN LYNNE SORRENTINO
0012011-01-01SUSAN LYNNE SORRENTINO
0012010-01-01SUSAN LYNNE SORRENTINO
0012009-01-01SUSAN LYNNE SORRENTINO

Plan Statistics for ARMFIELD, HARRISON & THOMAS, INC. EMPLOYEE STOCK OWNERSHIP PLAN

401k plan membership statisitcs for ARMFIELD, HARRISON & THOMAS, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Measure Date Value
2022: ARMFIELD, HARRISON & THOMAS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01292
Total number of active participants reported on line 7a of the Form 55002022-01-010
Number of retired or separated participants receiving benefits2022-01-01249
Number of other retired or separated participants entitled to future benefits2022-01-0143
Total of all active and inactive participants2022-01-01292
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01292
Number of participants with account balances2022-01-0143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: ARMFIELD, HARRISON & THOMAS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01292
Total number of active participants reported on line 7a of the Form 55002021-01-01203
Number of retired or separated participants receiving benefits2021-01-0160
Number of other retired or separated participants entitled to future benefits2021-01-0129
Total of all active and inactive participants2021-01-01292
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01292
Number of participants with account balances2021-01-01292
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: ARMFIELD, HARRISON & THOMAS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01243
Total number of active participants reported on line 7a of the Form 55002020-01-01218
Number of retired or separated participants receiving benefits2020-01-0114
Number of other retired or separated participants entitled to future benefits2020-01-0160
Total of all active and inactive participants2020-01-01292
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01292
Number of participants with account balances2020-01-01292
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: ARMFIELD, HARRISON & THOMAS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01212
Total number of active participants reported on line 7a of the Form 55002019-01-01182
Number of retired or separated participants receiving benefits2019-01-014
Number of other retired or separated participants entitled to future benefits2019-01-0135
Total of all active and inactive participants2019-01-01221
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01221
Number of participants with account balances2019-01-01221
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0113
2018: ARMFIELD, HARRISON & THOMAS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01189
Total number of active participants reported on line 7a of the Form 55002018-01-01173
Number of retired or separated participants receiving benefits2018-01-0110
Number of other retired or separated participants entitled to future benefits2018-01-0129
Total of all active and inactive participants2018-01-01212
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01212
Number of participants with account balances2018-01-01212
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0116
2017: ARMFIELD, HARRISON & THOMAS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01170
Total number of active participants reported on line 7a of the Form 55002017-01-01169
Number of retired or separated participants receiving benefits2017-01-013
Number of other retired or separated participants entitled to future benefits2017-01-0117
Total of all active and inactive participants2017-01-01189
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01189
Number of participants with account balances2017-01-01189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-017
2016: ARMFIELD, HARRISON & THOMAS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01157
Total number of active participants reported on line 7a of the Form 55002016-01-01151
Number of retired or separated participants receiving benefits2016-01-014
Number of other retired or separated participants entitled to future benefits2016-01-0115
Total of all active and inactive participants2016-01-01170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01170
Number of participants with account balances2016-01-01170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-016
2015: ARMFIELD, HARRISON & THOMAS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01145
Total number of active participants reported on line 7a of the Form 55002015-01-01138
Number of retired or separated participants receiving benefits2015-01-011
Number of other retired or separated participants entitled to future benefits2015-01-0118
Total of all active and inactive participants2015-01-01157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01157
Number of participants with account balances2015-01-01157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-018
2014: ARMFIELD, HARRISON & THOMAS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01127
Total number of active participants reported on line 7a of the Form 55002014-01-01135
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0110
Total of all active and inactive participants2014-01-01145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01145
Number of participants with account balances2014-01-01145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-013
2013: ARMFIELD, HARRISON & THOMAS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01123
Total number of active participants reported on line 7a of the Form 55002013-01-01114
Number of retired or separated participants receiving benefits2013-01-011
Number of other retired or separated participants entitled to future benefits2013-01-0111
Total of all active and inactive participants2013-01-01126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-01127
Number of participants with account balances2013-01-01127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0110
2012: ARMFIELD, HARRISON & THOMAS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01118
Total number of active participants reported on line 7a of the Form 55002012-01-01111
Number of retired or separated participants receiving benefits2012-01-013
Number of other retired or separated participants entitled to future benefits2012-01-019
Total of all active and inactive participants2012-01-01123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01123
Number of participants with account balances2012-01-01123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-015
2011: ARMFIELD, HARRISON & THOMAS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01116
Total number of active participants reported on line 7a of the Form 55002011-01-01110
Number of retired or separated participants receiving benefits2011-01-012
Number of other retired or separated participants entitled to future benefits2011-01-016
Total of all active and inactive participants2011-01-01118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01118
Number of participants with account balances2011-01-01118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-013
2010: ARMFIELD, HARRISON & THOMAS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01120
Total number of active participants reported on line 7a of the Form 55002010-01-01102
Number of retired or separated participants receiving benefits2010-01-012
Number of other retired or separated participants entitled to future benefits2010-01-0112
Total of all active and inactive participants2010-01-01116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01116
Number of participants with account balances2010-01-01116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-017
2009: ARMFIELD, HARRISON & THOMAS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01125
Total number of active participants reported on line 7a of the Form 55002009-01-01113
Number of retired or separated participants receiving benefits2009-01-012
Number of other retired or separated participants entitled to future benefits2009-01-015
Total of all active and inactive participants2009-01-01120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01120
Number of participants with account balances2009-01-01120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-015

Financial Data on ARMFIELD, HARRISON & THOMAS, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Measure Date Value
2022 : ARMFIELD, HARRISON & THOMAS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$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 assets2022-12-31$0
Total of all expenses incurred2022-12-31$7,592,245
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$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 year2022-12-31$561,551
Value of total assets at beginning of year2022-12-31$8,253,704
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$0
Total interest from all sources2022-12-31$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 year2022-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2022-12-31$0
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Liabilities. Value of operating payables at end of year2022-12-31$11,663
Liabilities. Value of operating payables at beginning of year2022-12-31$11,500
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-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)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$561,551
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$8,253,704
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$8,253,704
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$7,592,245
Liabilities. Value of benefit claims payable at end of year2022-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$100,071
Did the plan have assets held for investment2022-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31YOUNT, HYDE & BARBOUR, P.C.
Accountancy firm EIN2022-12-31541149263
2021 : ARMFIELD, HARRISON & THOMAS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$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 assets2021-12-31$381,739
Total of all expenses incurred2021-12-31$51,732,834
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$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 year2021-12-31$8,253,704
Value of total assets at beginning of year2021-12-31$59,490,624
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$11,530
Total interest from all sources2021-12-31$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 year2021-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2021-12-31$0
Administrative expenses professional fees incurred2021-12-31$11,500
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Assets. Other investments not covered elsewhere at end of year2021-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$350
Other income not declared elsewhere2021-12-31$988
Administrative expenses (other) incurred2021-12-31$30
Liabilities. Value of operating payables at end of year2021-12-31$11,500
Liabilities. Value of operating payables at beginning of year2021-12-31$0
Total non interest bearing cash at end of year2021-12-31$0
Total non interest bearing cash at beginning of year2021-12-31$1,232,079
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-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)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$8,253,704
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$58,258,195
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$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 assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$51,721,304
Liabilities. Value of benefit claims payable at end of year2021-12-31$100,071
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$0
Did the plan have assets held for investment2021-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Aggregate proceeds on sale of assets2021-12-31$381,739
Aggregate carrying amount (costs) on sale of assets2021-12-31$0
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31YOUNT, HYDE & BARBOUR, P.C.
Accountancy firm EIN2021-12-31541149263
2020 : ARMFIELD, HARRISON & THOMAS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$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 assets2020-12-31$32,072,434
Total of all expenses incurred2020-12-31$828,453
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$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 year2020-12-31$59,490,624
Value of total assets at beginning of year2020-12-31$27,516,555
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$0
Total interest from all sources2020-12-31$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 year2020-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2020-12-31$0
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$710,000
Assets. Other investments not covered elsewhere at end of year2020-12-31$350
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$0
Total non interest bearing cash at end of year2020-12-31$1,232,079
Total non interest bearing cash at beginning of year2020-12-31$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 appraiser2020-12-31No
Value of net income/loss2020-12-31$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)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$5,193,758
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$58,258,195
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$2,343,364
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$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 assets2020-12-31Yes
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Assets. Invements in employer securities at end of year2020-12-31$0
Assets. Invements in employer securities at beginning of year2020-12-31$18,395,256
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$434,239
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$828,453
Did the plan have assets held for investment2020-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$50,467,690
Aggregate carrying amount (costs) on sale of assets2020-12-31$18,395,256
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31YOUNT, HYDE & BARBOUR, P.C.
Accountancy firm EIN2020-12-31541149263
2019 : ARMFIELD, HARRISON & THOMAS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$2,156,815
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$2,156,815
Total unrealized appreciation/depreciation of assets2019-12-31$2,156,815
Total unrealized appreciation/depreciation of assets2019-12-31$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 assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$893,834
Total of all expenses incurred2019-12-31$893,834
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$893,834
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$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 year2019-12-31$27,516,555
Value of total assets at end of year2019-12-31$27,516,555
Value of total assets at beginning of year2019-12-31$25,486,492
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$0
Total interest from all sources2019-12-31$1,954
Total interest from all sources2019-12-31$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 year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Assets. Other investments not covered elsewhere at end of year2019-12-31$0
Assets. Other investments not covered elsewhere at end of year2019-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Total non interest bearing cash at end of year2019-12-31$1,149,938
Total non interest bearing cash at beginning of year2019-12-31$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 appraiser2019-12-31No
Value of net income/loss2019-12-31$2,864,658
Value of net income/loss2019-12-31$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)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$5,193,758
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$5,193,758
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$2,343,364
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$1,215,212
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$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 year2019-12-31$0
Asset value of US Government securities at beginning of year2019-12-31$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 assets2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Assets. Invements in employer securities at end of year2019-12-31$18,395,256
Assets. Invements in employer securities at end of year2019-12-31$18,395,256
Assets. Invements in employer securities at beginning of year2019-12-31$16,438,452
Contributions received in cash from employer2019-12-31$1,300,000
Contributions received in cash from employer2019-12-31$1,300,000
Employer contributions (assets) at end of year2019-12-31$434,239
Employer contributions (assets) at beginning of year2019-12-31$788,719
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$893,834
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$893,834
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$0
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Liabilities. Value of acquisition indebtedness at end of year2019-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2019-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2019-12-31$834,595
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31YOUNT, HYDE & BARBOUR, P.C.
Accountancy firm name2019-12-31YOUNT, HYDE & BARBOUR, P.C.
Accountancy firm EIN2019-12-31541149263
Accountancy firm EIN2019-12-31541149263
2018 : ARMFIELD, HARRISON & THOMAS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$1,562,526
Total unrealized appreciation/depreciation of assets2018-12-31$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 assets2018-12-31$0
Total of all expenses incurred2018-12-31$506,200
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$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 year2018-12-31$25,486,492
Value of total assets at beginning of year2018-12-31$22,193,797
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$0
Total interest from all sources2018-12-31$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 year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Assets. Other investments not covered elsewhere at end of year2018-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$62
Total non interest bearing cash at end of year2018-12-31$7,044,109
Total non interest bearing cash at beginning of year2018-12-31$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 appraiser2018-12-31No
Value of net income/loss2018-12-31$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)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$1,215,212
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$813,438
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$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 year2018-12-31$0
Asset value of US Government securities at beginning of year2018-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Assets. Invements in employer securities at end of year2018-12-31$16,438,452
Assets. Invements in employer securities at beginning of year2018-12-31$20,118,633
Contributions received in cash from employer2018-12-31$1,400,000
Employer contributions (assets) at end of year2018-12-31$788,719
Employer contributions (assets) at beginning of year2018-12-31$625,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$506,200
Asset. Corporate debt instrument debt (other) at end of year2018-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2018-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$0
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Liabilities. Value of acquisition indebtedness at end of year2018-12-31$834,595
Liabilities. Value of acquisition indebtedness at beginning of year2018-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31YOUNT, HYDE & BARBOUR, P.C.
Accountancy firm EIN2018-12-31541149263
2017 : ARMFIELD, HARRISON & THOMAS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$3,675,422
Total unrealized appreciation/depreciation of assets2017-12-31$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 assets2017-12-31$0
Total of all expenses incurred2017-12-31$443,929
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$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 year2017-12-31$22,193,797
Value of total assets at beginning of year2017-12-31$17,760,688
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$0
Total interest from all sources2017-12-31$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 year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Assets. Other investments not covered elsewhere at end of year2017-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$62
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$0
Total non interest bearing cash at end of year2017-12-31$636,664
Total non interest bearing cash at beginning of year2017-12-31$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 appraiser2017-12-31No
Value of net income/loss2017-12-31$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)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$813,438
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$811,822
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$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 year2017-12-31$0
Asset value of US Government securities at beginning of year2017-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Assets. Invements in employer securities at end of year2017-12-31$20,118,633
Assets. Invements in employer securities at beginning of year2017-12-31$16,443,210
Contributions received in cash from employer2017-12-31$1,200,000
Employer contributions (assets) at end of year2017-12-31$625,000
Employer contributions (assets) at beginning of year2017-12-31$343,160
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$443,929
Asset. Corporate debt instrument debt (other) at end of year2017-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2017-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$0
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Liabilities. Value of acquisition indebtedness at end of year2017-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2017-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31YOUNT, HYDE & BARBOUR, P.C.
Accountancy firm EIN2017-12-31541149263
2016 : ARMFIELD, HARRISON & THOMAS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$2,908,443
Total unrealized appreciation/depreciation of assets2016-12-31$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 assets2016-12-31$0
Total of all expenses incurred2016-12-31$672,083
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$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 year2016-12-31$17,760,688
Value of total assets at beginning of year2016-12-31$14,424,024
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$0
Total interest from all sources2016-12-31$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 year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Assets. Other investments not covered elsewhere at end of year2016-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$0
Total non interest bearing cash at end of year2016-12-31$162,496
Total non interest bearing cash at beginning of year2016-12-31$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 appraiser2016-12-31No
Value of net income/loss2016-12-31$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)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$811,822
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$151,518
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$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 year2016-12-31$0
Asset value of US Government securities at beginning of year2016-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Assets. Invements in employer securities at end of year2016-12-31$16,443,210
Assets. Invements in employer securities at beginning of year2016-12-31$14,174,027
Contributions received in cash from employer2016-12-31$1,100,000
Employer contributions (assets) at end of year2016-12-31$343,160
Employer contributions (assets) at beginning of year2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$672,083
Asset. Corporate debt instrument debt (other) at end of year2016-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2016-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$0
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Liabilities. Value of acquisition indebtedness at end of year2016-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2016-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31YOUNT, HYDE & BARBOUR, P.C.
Accountancy firm EIN2016-12-31541149263
2015 : ARMFIELD, HARRISON & THOMAS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$1,021,471
Total unrealized appreciation/depreciation of assets2015-12-31$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 assets2015-12-31$11,165
Total of all expenses incurred2015-12-31$143,845
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$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 year2015-12-31$14,424,024
Value of total assets at beginning of year2015-12-31$12,801,523
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$96
Total interest from all sources2015-12-31$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 year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$8
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Assets. Other investments not covered elsewhere at end of year2015-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$0
Other income not declared elsewhere2015-12-31$110
Administrative expenses (other) incurred2015-12-31$20
Total non interest bearing cash at end of year2015-12-31$98,479
Total non interest bearing cash at beginning of year2015-12-31$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 appraiser2015-12-31No
Value of net income/loss2015-12-31$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)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$76
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$311,902
Income. Interest from corporate debt instruments2015-12-31$4,215
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$151,518
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$5,907,482
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$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 year2015-12-31$0
Asset value of US Government securities at beginning of year2015-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Assets. Invements in employer securities at end of year2015-12-31$14,174,027
Assets. Invements in employer securities at beginning of year2015-12-31$3,884,678
Contributions received in cash from employer2015-12-31$705,341
Employer contributions (assets) at end of year2015-12-31$0
Employer contributions (assets) at beginning of year2015-12-31$479,496
Income. Dividends from common stock2015-12-31$2,439
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$143,749
Asset. Corporate debt instrument debt (other) at end of year2015-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2015-12-31$734,339
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$416,140
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$11,165
Liabilities. Value of acquisition indebtedness at end of year2015-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2015-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31YOUNT, HYDE & BARBOUR, P.C.
Accountancy firm EIN2015-12-31541149263
2014 : ARMFIELD, HARRISON & THOMAS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$412,569
Total unrealized appreciation/depreciation of assets2014-12-31$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 assets2014-12-31$0
Total of all expenses incurred2014-12-31$267,358
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$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 year2014-12-31$12,801,523
Value of total assets at beginning of year2014-12-31$11,959,557
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$554
Total interest from all sources2014-12-31$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 year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Assets. Other investments not covered elsewhere at end of year2014-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$0
Other income not declared elsewhere2014-12-31$58,064
Total non interest bearing cash at end of year2014-12-31$1,067,486
Total non interest bearing cash at beginning of year2014-12-31$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 appraiser2014-12-31No
Value of net income/loss2014-12-31$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)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$554
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$311,902
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$348,405
Income. Interest from corporate debt instruments2014-12-31$13,347
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$5,907,482
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$2,833,922
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$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 year2014-12-31$0
Asset value of US Government securities at beginning of year2014-12-31$10,423
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Assets. Invements in employer securities at end of year2014-12-31$3,884,678
Assets. Invements in employer securities at beginning of year2014-12-31$6,061,771
Contributions received in cash from employer2014-12-31$600,000
Employer contributions (assets) at end of year2014-12-31$479,496
Employer contributions (assets) at beginning of year2014-12-31$688,155
Income. Dividends from common stock2014-12-31$20,709
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$266,804
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$734,339
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$877,866
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$416,140
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$684,942
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Liabilities. Value of acquisition indebtedness at end of year2014-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2014-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31YOUNT, HYDE & BARBOUR, P.C.
Accountancy firm EIN2014-12-31541149263
2013 : ARMFIELD, HARRISON & THOMAS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$1,137,375
Total unrealized appreciation/depreciation of assets2013-12-31$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 assets2013-12-31$8,672
Total of all expenses incurred2013-12-31$315,008
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$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 year2013-12-31$11,959,557
Value of total assets at beginning of year2013-12-31$10,239,401
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$440
Total interest from all sources2013-12-31$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 year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$4,482
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Assets. Other investments not covered elsewhere at end of year2013-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$0
Other income not declared elsewhere2013-12-31$287
Total non interest bearing cash at end of year2013-12-31$454,073
Total non interest bearing cash at beginning of year2013-12-31$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 appraiser2013-12-31No
Value of net income/loss2013-12-31$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)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$440
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$348,405
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$288,502
Income. Interest from corporate debt instruments2013-12-31$9,475
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$2,833,922
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$2,613,176
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$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 year2013-12-31$10,423
Asset value of US Government securities at beginning of year2013-12-31$10,845
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Assets. Invements in employer securities at end of year2013-12-31$6,061,771
Assets. Invements in employer securities at beginning of year2013-12-31$5,273,134
Contributions received in cash from employer2013-12-31$850,000
Employer contributions (assets) at end of year2013-12-31$688,155
Employer contributions (assets) at beginning of year2013-12-31$571,990
Income. Dividends from common stock2013-12-31$13,976
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$314,568
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$877,866
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$861,441
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$684,942
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$504,392
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$8,672
Liabilities. Value of acquisition indebtedness at end of year2013-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2013-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31YOUNT, HYDE & BARBOUR, P.C.
Accountancy firm EIN2013-12-31541149263
2012 : ARMFIELD, HARRISON & THOMAS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$575,451
Total unrealized appreciation/depreciation of assets2012-12-31$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 paid2012-12-31$8,887
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022012-12-31$8,887
Total income from all sources (including contributions)2012-12-31$1,674,701
Total loss/gain on sale of assets2012-12-31$308,736
Total of all expenses incurred2012-12-31$168,704
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$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 year2012-12-31$10,239,401
Value of total assets at beginning of year2012-12-31$8,961,975
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$336
Total interest from all sources2012-12-31$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 year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$5,831
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Assets. Other investments not covered elsewhere at end of year2012-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$0
Other income not declared elsewhere2012-12-31$0
Administrative expenses (other) incurred2012-12-31$336
Total non interest bearing cash at end of year2012-12-31$115,921
Total non interest bearing cash at beginning of year2012-12-31$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 appraiser2012-12-31No
Value of net income/loss2012-12-31$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)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$288,502
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$476,414
Income. Interest from US Government securities2012-12-31$475
Income. Interest from corporate debt instruments2012-12-31$12,290
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$2,613,176
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$1,283,866
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$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 year2012-12-31$10,845
Asset value of US Government securities at beginning of year2012-12-31$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 assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Assets. Invements in employer securities at end of year2012-12-31$5,273,134
Assets. Invements in employer securities at beginning of year2012-12-31$5,523,289
Contributions received in cash from employer2012-12-31$750,000
Employer contributions (assets) at end of year2012-12-31$571,990
Employer contributions (assets) at beginning of year2012-12-31$582,283
Income. Dividends from common stock2012-12-31$11,655
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$159,481
Asset. Corporate debt instrument debt (other) at end of year2012-12-31$861,441
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$593,088
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$504,392
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$430,591
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$308,736
Liabilities. Value of acquisition indebtedness at end of year2012-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2012-12-31$228,571
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31YOUNT, HYDE & BARBOUR, P.C.
Accountancy firm EIN2012-12-31541149263
2011 : ARMFIELD, HARRISON & THOMAS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$646,075
Total unrealized appreciation/depreciation of assets2011-12-31$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 paid2011-12-31$15,085
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022011-12-31$15,085
Total income from all sources (including contributions)2011-12-31$1,655,501
Total loss/gain on sale of assets2011-12-31$535
Total of all expenses incurred2011-12-31$532,203
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$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 year2011-12-31$8,961,975
Value of total assets at beginning of year2011-12-31$7,895,820
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$154
Total interest from all sources2011-12-31$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 year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$2,401
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Assets. Other investments not covered elsewhere at end of year2011-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$20,220
Administrative expenses (other) incurred2011-12-31$154
Total non interest bearing cash at end of year2011-12-31$61,274
Total non interest bearing cash at beginning of year2011-12-31$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 appraiser2011-12-31No
Value of net income/loss2011-12-31$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)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$476,414
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$22,774
Interest earned on other investments2011-12-31$701
Income. Interest from US Government securities2011-12-31$475
Income. Interest from corporate debt instruments2011-12-31$678
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$1,283,866
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$280,938
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$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 year2011-12-31$11,170
Asset value of US Government securities at beginning of year2011-12-31$11,153
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Assets. Invements in employer securities at end of year2011-12-31$5,523,289
Assets. Invements in employer securities at beginning of year2011-12-31$6,118,951
Contributions received in cash from employer2011-12-31$1,000,000
Employer contributions (assets) at end of year2011-12-31$582,283
Employer contributions (assets) at beginning of year2011-12-31$808,000
Income. Dividends from common stock2011-12-31$4,614
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$516,964
Asset. Corporate debt instrument debt (other) at end of year2011-12-31$593,088
Asset. Corporate debt instrument debt (other) at beginning of year2011-12-31$492,363
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$430,591
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$105,885
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$459,995
Aggregate carrying amount (costs) on sale of assets2011-12-31$459,460
Liabilities. Value of acquisition indebtedness at end of year2011-12-31$228,571
Liabilities. Value of acquisition indebtedness at beginning of year2011-12-31$285,714
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31YOUNT, HYDE & BARBOUR, P.C.
Accountancy firm EIN2011-12-31541149263
2010 : ARMFIELD, HARRISON & THOMAS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$445,285
Total unrealized appreciation/depreciation of assets2010-12-31$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 paid2010-12-31$17,239
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022010-12-31$17,239
Total income from all sources (including contributions)2010-12-31$1,459,011
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$318,681
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$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 year2010-12-31$7,895,820
Value of total assets at beginning of year2010-12-31$6,812,633
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
Total interest from all sources2010-12-31$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 year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$302
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Assets. Other investments not covered elsewhere at end of year2010-12-31$20,220
Other income not declared elsewhere2010-12-31$4,324
Total non interest bearing cash at end of year2010-12-31$35,536
Total non interest bearing cash at beginning of year2010-12-31$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 appraiser2010-12-31No
Value of net income/loss2010-12-31$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)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$22,774
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$19,232
Interest earned on other investments2010-12-31$-76
Income. Interest from US Government securities2010-12-31$940
Income. Interest from corporate debt instruments2010-12-31$1,258
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$280,938
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$102,394
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$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 year2010-12-31$11,153
Asset value of US Government securities at beginning of year2010-12-31$30,847
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Assets. Invements in employer securities at end of year2010-12-31$6,118,951
Assets. Invements in employer securities at beginning of year2010-12-31$5,665,938
Contributions received in cash from employer2010-12-31$1,000,000
Employer contributions (assets) at end of year2010-12-31$808,000
Employer contributions (assets) at beginning of year2010-12-31$450,000
Income. Dividends from common stock2010-12-31$3,733
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$301,442
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$492,363
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$32,135
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$105,885
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$94,728
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Liabilities. Value of acquisition indebtedness at end of year2010-12-31$285,714
Liabilities. Value of acquisition indebtedness at beginning of year2010-12-31$342,857
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31YOUNT, HYDE & BARBOUR, P.C.
Accountancy firm EIN2010-12-31541149263
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 securities2009-12-31$0

Form 5500 Responses for ARMFIELD, HARRISON & THOMAS, INC. EMPLOYEE STOCK OWNERSHIP PLAN

2022: ARMFIELD, HARRISON & THOMAS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: ARMFIELD, HARRISON & THOMAS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: ARMFIELD, HARRISON & THOMAS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: ARMFIELD, HARRISON & THOMAS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: ARMFIELD, HARRISON & THOMAS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: ARMFIELD, HARRISON & THOMAS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: ARMFIELD, HARRISON & THOMAS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: ARMFIELD, HARRISON & THOMAS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: ARMFIELD, HARRISON & THOMAS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: ARMFIELD, HARRISON & THOMAS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedYes
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: ARMFIELD, HARRISON & THOMAS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: ARMFIELD, HARRISON & THOMAS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: ARMFIELD, HARRISON & THOMAS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: ARMFIELD, HARRISON & THOMAS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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