HUGGINS & COMPANY CPA PA has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan HUGGINS & COMPANY CPA PA 401(K)SAFE HARBOR PLAN
401k plan membership statisitcs for HUGGINS & COMPANY CPA PA 401(K)SAFE HARBOR PLAN
| Measure | Date | Value |
|---|
| 2022: HUGGINS & COMPANY CPA PA 401(K)SAFE HARBOR PLAN 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-01-01 | 13 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 8 |
| Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 4 |
| Total of all active and inactive participants | 2022-01-01 | 12 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
| Total participants | 2022-01-01 | 12 |
| Number of participants with account balances | 2022-01-01 | 12 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
| 2021: HUGGINS & COMPANY CPA PA 401(K)SAFE HARBOR PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-01-01 | 13 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 8 |
| Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 5 |
| Total of all active and inactive participants | 2021-01-01 | 13 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
| Total participants | 2021-01-01 | 13 |
| Number of participants with account balances | 2021-01-01 | 13 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
| 2020: HUGGINS & COMPANY CPA PA 401(K)SAFE HARBOR PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 12 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 8 |
| Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 5 |
| Total of all active and inactive participants | 2020-01-01 | 13 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
| Total participants | 2020-01-01 | 13 |
| Number of participants with account balances | 2020-01-01 | 13 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
| 2019: HUGGINS & COMPANY CPA PA 401(K)SAFE HARBOR PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 11 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 8 |
| Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 4 |
| Total of all active and inactive participants | 2019-01-01 | 12 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
| Total participants | 2019-01-01 | 12 |
| Number of participants with account balances | 2019-01-01 | 12 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
| 2018: HUGGINS & COMPANY CPA PA 401(K)SAFE HARBOR PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 11 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 7 |
| Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 4 |
| Total of all active and inactive participants | 2018-01-01 | 11 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
| Total participants | 2018-01-01 | 11 |
| Number of participants with account balances | 2018-01-01 | 11 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
| 2017: HUGGINS & COMPANY CPA PA 401(K)SAFE HARBOR PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 12 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 7 |
| Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 4 |
| Total of all active and inactive participants | 2017-01-01 | 11 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
| Total participants | 2017-01-01 | 11 |
| Number of participants with account balances | 2017-01-01 | 11 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
| 2016: HUGGINS & COMPANY CPA PA 401(K)SAFE HARBOR PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 12 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 7 |
| Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 4 |
| Total of all active and inactive participants | 2016-01-01 | 11 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
| Total participants | 2016-01-01 | 11 |
| Number of participants with account balances | 2016-01-01 | 12 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
| 2015: HUGGINS & COMPANY CPA PA 401(K)SAFE HARBOR PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 13 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 7 |
| Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 5 |
| Total of all active and inactive participants | 2015-01-01 | 12 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
| Total participants | 2015-01-01 | 12 |
| Number of participants with account balances | 2015-01-01 | 12 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
| 2014: HUGGINS & COMPANY CPA PA 401(K)SAFE HARBOR PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 15 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 7 |
| Number of retired or separated participants receiving benefits | 2014-01-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 5 |
| Total of all active and inactive participants | 2014-01-01 | 13 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
| Total participants | 2014-01-01 | 13 |
| Number of participants with account balances | 2014-01-01 | 13 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
| 2013: HUGGINS & COMPANY CPA PA 401(K)SAFE HARBOR PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 14 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 10 |
| Number of retired or separated participants receiving benefits | 2013-01-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 4 |
| Total of all active and inactive participants | 2013-01-01 | 15 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
| Total participants | 2013-01-01 | 15 |
| Number of participants with account balances | 2013-01-01 | 14 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
| 2012: HUGGINS & COMPANY CPA PA 401(K)SAFE HARBOR PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 15 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 9 |
| Number of retired or separated participants receiving benefits | 2012-01-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 4 |
| Total of all active and inactive participants | 2012-01-01 | 14 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
| Total participants | 2012-01-01 | 14 |
| Number of participants with account balances | 2012-01-01 | 14 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
| 2011: HUGGINS & COMPANY CPA PA 401(K)SAFE HARBOR PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 14 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 9 |
| Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 6 |
| Total of all active and inactive participants | 2011-01-01 | 15 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
| Total participants | 2011-01-01 | 15 |
| Number of participants with account balances | 2011-01-01 | 15 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
| 2010: HUGGINS & COMPANY CPA PA 401(K)SAFE HARBOR PLAN 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-01-01 | 13 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 10 |
| Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 4 |
| Total of all active and inactive participants | 2010-01-01 | 14 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
| Total participants | 2010-01-01 | 14 |
| Number of participants with account balances | 2010-01-01 | 14 |
| 2009: HUGGINS & COMPANY CPA PA 401(K)SAFE HARBOR PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 13 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 9 |
| Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 4 |
| Total of all active and inactive participants | 2009-01-01 | 13 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
| Total participants | 2009-01-01 | 13 |
| Number of participants with account balances | 2009-01-01 | 13 |
| Measure | Date | Value |
|---|
| 2022 : HUGGINS & COMPANY CPA PA 401(K)SAFE HARBOR PLAN 2022 401k financial data |
|---|
| Total income from all sources | 2022-12-31 | $-574,714 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $122,327 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $108,167 |
| Total plan assets at end of year | 2022-12-31 | $1,991,010 |
| Total plan assets at beginning of year | 2022-12-31 | $2,688,051 |
| Total contributions received or receivable from participants | 2022-12-31 | $17,188 |
| Other income received | 2022-12-31 | $-707,354 |
| Net income (gross income less expenses) | 2022-12-31 | $-697,041 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $1,991,010 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $2,688,051 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $115,452 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $14,160 |
| 2021 : HUGGINS & COMPANY CPA PA 401(K)SAFE HARBOR PLAN 2021 401k financial data |
|---|
| Total income from all sources | 2021-12-31 | $525,251 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $16,053 |
| Total plan assets at end of year | 2021-12-31 | $2,688,051 |
| Total plan assets at beginning of year | 2021-12-31 | $2,178,853 |
| Total contributions received or receivable from participants | 2021-12-31 | $95,919 |
| Other income received | 2021-12-31 | $405,651 |
| Net income (gross income less expenses) | 2021-12-31 | $509,198 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $2,688,051 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $2,178,853 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $23,681 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $16,053 |
| 2020 : HUGGINS & COMPANY CPA PA 401(K)SAFE HARBOR PLAN 2020 401k financial data |
|---|
| Total income from all sources | 2020-12-31 | $507,473 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $13,311 |
| Total plan assets at end of year | 2020-12-31 | $2,178,853 |
| Total plan assets at beginning of year | 2020-12-31 | $1,684,691 |
| Total contributions received or receivable from participants | 2020-12-31 | $66,925 |
| Other income received | 2020-12-31 | $414,451 |
| Net income (gross income less expenses) | 2020-12-31 | $494,162 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $2,178,853 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $1,684,691 |
| Assets. Value of participant loans | 2020-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $26,097 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $13,311 |
| 2019 : HUGGINS & COMPANY CPA PA 401(K)SAFE HARBOR PLAN 2019 401k financial data |
|---|
| Total income from all sources | 2019-12-31 | $461,219 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $38,073 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $26,316 |
| Total plan assets at end of year | 2019-12-31 | $1,684,691 |
| Total plan assets at beginning of year | 2019-12-31 | $1,261,545 |
| Total contributions received or receivable from participants | 2019-12-31 | $77,421 |
| Other income received | 2019-12-31 | $352,835 |
| Net income (gross income less expenses) | 2019-12-31 | $423,146 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $1,684,691 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $1,261,545 |
| Assets. Value of participant loans | 2019-12-31 | $28,735 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $30,963 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $11,757 |
| 2018 : HUGGINS & COMPANY CPA PA 401(K)SAFE HARBOR PLAN 2018 401k financial data |
|---|
| Total income from all sources | 2018-12-31 | $-10,288 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $31,789 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $21,250 |
| Total plan assets at end of year | 2018-12-31 | $1,261,545 |
| Total plan assets at beginning of year | 2018-12-31 | $1,303,622 |
| Total contributions received or receivable from participants | 2018-12-31 | $33,821 |
| Other income received | 2018-12-31 | $-60,616 |
| Net income (gross income less expenses) | 2018-12-31 | $-42,077 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $1,261,545 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $1,303,622 |
| Assets. Value of participant loans | 2018-12-31 | $41,440 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $16,507 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $10,539 |
| 2017 : HUGGINS & COMPANY CPA PA 401(K)SAFE HARBOR PLAN 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $276,998 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $9,452 |
| Total plan assets at end of year | 2017-12-31 | $1,303,622 |
| Total plan assets at beginning of year | 2017-12-31 | $1,036,076 |
| Total contributions received or receivable from participants | 2017-12-31 | $38,034 |
| Other income received | 2017-12-31 | $220,074 |
| Net income (gross income less expenses) | 2017-12-31 | $267,546 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $1,303,622 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $1,036,076 |
| Assets. Value of participant loans | 2017-12-31 | $53,648 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $18,890 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $9,452 |
| 2016 : HUGGINS & COMPANY CPA PA 401(K)SAFE HARBOR PLAN 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $124,837 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $10,015 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $1,751 |
| Total plan assets at end of year | 2016-12-31 | $1,036,076 |
| Total plan assets at beginning of year | 2016-12-31 | $921,254 |
| Total contributions received or receivable from participants | 2016-12-31 | $26,058 |
| Other income received | 2016-12-31 | $86,034 |
| Net income (gross income less expenses) | 2016-12-31 | $114,822 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $1,036,076 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $921,254 |
| Assets. Value of participant loans | 2016-12-31 | $10,165 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $12,745 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $8,264 |
| 2015 : HUGGINS & COMPANY CPA PA 401(K)SAFE HARBOR PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $59,823 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $237,449 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $229,431 |
| Total plan assets at end of year | 2015-12-31 | $921,254 |
| Total plan assets at beginning of year | 2015-12-31 | $1,098,880 |
| Total contributions received or receivable from participants | 2015-12-31 | $28,980 |
| Other income received | 2015-12-31 | $14,418 |
| Net income (gross income less expenses) | 2015-12-31 | $-177,626 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $921,254 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $1,098,880 |
| Assets. Value of participant loans | 2015-12-31 | $17,123 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $16,425 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $8,018 |
| 2014 : HUGGINS & COMPANY CPA PA 401(K)SAFE HARBOR PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $127,889 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $74,926 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $66,456 |
| Total plan assets at end of year | 2014-12-31 | $1,098,880 |
| Total plan assets at beginning of year | 2014-12-31 | $1,045,917 |
| Total contributions received or receivable from participants | 2014-12-31 | $21,525 |
| Other income received | 2014-12-31 | $70,641 |
| Net income (gross income less expenses) | 2014-12-31 | $52,963 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $1,098,880 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $1,045,917 |
| Assets. Value of participant loans | 2014-12-31 | $23,794 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $35,723 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $8,470 |
| 2013 : HUGGINS & COMPANY CPA PA 401(K)SAFE HARBOR PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $250,711 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $13,552 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $5,489 |
| Total plan assets at end of year | 2013-12-31 | $1,045,917 |
| Total plan assets at beginning of year | 2013-12-31 | $808,758 |
| Total contributions received or receivable from participants | 2013-12-31 | $22,851 |
| Other income received | 2013-12-31 | $195,991 |
| Net income (gross income less expenses) | 2013-12-31 | $237,159 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $1,045,917 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $808,758 |
| Assets. Value of participant loans | 2013-12-31 | $30,188 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $31,869 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $8,063 |
| 2012 : HUGGINS & COMPANY CPA PA 401(K)SAFE HARBOR PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $112,496 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $26,019 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $5,068 |
| Total plan assets at end of year | 2012-12-31 | $808,758 |
| Total plan assets at beginning of year | 2012-12-31 | $722,281 |
| Total contributions received or receivable from participants | 2012-12-31 | $25,965 |
| Expenses. Other expenses not covered elsewhere | 2012-12-31 | $13,971 |
| Other income received | 2012-12-31 | $72,910 |
| Net income (gross income less expenses) | 2012-12-31 | $86,477 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $808,758 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $722,281 |
| Assets. Value of participant loans | 2012-12-31 | $13,230 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $13,621 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $6,980 |
| 2011 : HUGGINS & COMPANY CPA PA 401(K)SAFE HARBOR PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $10,936 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $13,099 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $6,321 |
| Total plan assets at end of year | 2011-12-31 | $722,281 |
| Total plan assets at beginning of year | 2011-12-31 | $724,444 |
| Total contributions received or receivable from participants | 2011-12-31 | $26,600 |
| Other income received | 2011-12-31 | $-33,107 |
| Net income (gross income less expenses) | 2011-12-31 | $-2,163 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $722,281 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $724,444 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $17,443 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $6,778 |
| 2010 : HUGGINS & COMPANY CPA PA 401(K)SAFE HARBOR PLAN 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $142,947 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $13,329 |
| Total plan assets at end of year | 2010-12-31 | $724,444 |
| Total plan assets at beginning of year | 2010-12-31 | $594,826 |
| Total contributions received or receivable from participants | 2010-12-31 | $28,911 |
| Contributions received from other sources (not participants or employers) | 2010-12-31 | $4,349 |
| Other income received | 2010-12-31 | $91,258 |
| Net income (gross income less expenses) | 2010-12-31 | $129,618 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $724,444 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $594,826 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $18,429 |
| Value of certain deemed distributions of participant loans | 2010-12-31 | $7,492 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $5,837 |
| 2022: HUGGINS & COMPANY CPA PA 401(K)SAFE HARBOR PLAN 2022 form 5500 responses |
|---|
| 2022-01-01 | Type of plan entity | Single employer plan |
| 2022-01-01 | Plan funding arrangement – Insurance | Yes |
| 2022-01-01 | Plan funding arrangement – Trust | Yes |
| 2022-01-01 | Plan benefit arrangement - Trust | Yes |
| 2021: HUGGINS & COMPANY CPA PA 401(K)SAFE HARBOR PLAN 2021 form 5500 responses |
|---|
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | Plan funding arrangement – Insurance | Yes |
| 2021-01-01 | Plan funding arrangement – Trust | Yes |
| 2021-01-01 | Plan benefit arrangement - Trust | Yes |
| 2020: HUGGINS & COMPANY CPA PA 401(K)SAFE HARBOR PLAN 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | Plan funding arrangement – Insurance | Yes |
| 2020-01-01 | Plan funding arrangement – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| 2019: HUGGINS & COMPANY CPA PA 401(K)SAFE HARBOR PLAN 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Plan funding arrangement – Insurance | Yes |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: HUGGINS & COMPANY CPA PA 401(K)SAFE HARBOR PLAN 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Plan funding arrangement – Insurance | Yes |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: HUGGINS & COMPANY CPA PA 401(K)SAFE HARBOR PLAN 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Plan funding arrangement – Insurance | Yes |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: HUGGINS & COMPANY CPA PA 401(K)SAFE HARBOR PLAN 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Plan funding arrangement – Insurance | Yes |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: HUGGINS & COMPANY CPA PA 401(K)SAFE HARBOR PLAN 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Plan funding arrangement – Insurance | Yes |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: HUGGINS & COMPANY CPA PA 401(K)SAFE HARBOR PLAN 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Plan funding arrangement – Insurance | Yes |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: HUGGINS & COMPANY CPA PA 401(K)SAFE HARBOR PLAN 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Plan funding arrangement – Insurance | Yes |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: HUGGINS & COMPANY CPA PA 401(K)SAFE HARBOR PLAN 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Plan funding arrangement – Insurance | Yes |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: HUGGINS & COMPANY CPA PA 401(K)SAFE HARBOR PLAN 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Plan funding arrangement – Insurance | Yes |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2010: HUGGINS & COMPANY CPA PA 401(K)SAFE HARBOR PLAN 2010 form 5500 responses |
|---|
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | Plan funding arrangement – Insurance | Yes |
| 2010-01-01 | Plan funding arrangement – Trust | Yes |
| 2010-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: HUGGINS & COMPANY CPA PA 401(K)SAFE HARBOR PLAN 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Plan funding arrangement – Insurance | Yes |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
| AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 ) |
| Policy contract number | 91671287 |
| Policy instance | 1 |
| Insurance contract or identification number | 91671287 | | Number of Individuals Covered | 12 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | Total amount of commissions paid to insurance broker | USD $5,128 | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $5,128 | | Insurance broker organization code? | 3 |
|
| AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 ) |
| Policy contract number | 91671287 |
| Policy instance | 1 |
| Insurance contract or identification number | 91671287 | | Number of Individuals Covered | 13 | | Insurance policy start date | 2021-01-01 | | Insurance policy end date | 2021-12-31 | | Total amount of commissions paid to insurance broker | USD $5,626 | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $5,626 | | Insurance broker organization code? | 3 |
|
| AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 ) |
| Policy contract number | 91671287 |
| Policy instance | 1 |
| Insurance contract or identification number | 91671287 | | Number of Individuals Covered | 13 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2020-12-31 | | Total amount of commissions paid to insurance broker | USD $4,751 | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $4,751 | | Insurance broker organization code? | 3 |
|
| AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 ) |
| Policy contract number | 91671287 |
| Policy instance | 1 |
| Insurance contract or identification number | 91671287 | | Number of Individuals Covered | 12 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | Total amount of commissions paid to insurance broker | USD $4,038 | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $4,038 | | Insurance broker organization code? | 3 |
|
| AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 ) |
| Policy contract number | 91671287 |
| Policy instance | 1 |
| Insurance contract or identification number | 91671287 | | Number of Individuals Covered | 11 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | Total amount of commissions paid to insurance broker | USD $3,746 | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $3,746 | | Insurance broker organization code? | 3 |
|
| AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 ) |
| Policy contract number | 91671287 |
| Policy instance | 1 |
| Insurance contract or identification number | 91671287 | | Number of Individuals Covered | 12 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Total amount of commissions paid to insurance broker | USD $3,114 | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $3,114 | | Insurance broker organization code? | 3 | | Insurance broker name | JIM FORTENBERRY JR |
|
| AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 ) |
| Policy contract number | 91671287 |
| Policy instance | 1 |
| Insurance contract or identification number | 91671287 | | Number of Individuals Covered | 12 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2015-12-31 | | Total amount of commissions paid to insurance broker | USD $2,741 | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $2,741 | | Insurance broker organization code? | 3 | | Insurance broker name | JIM FORTENBERRY JR |
|
| AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 ) |
| Policy contract number | 91671287 |
| Policy instance | 1 |
| Insurance contract or identification number | 91671287 | | Number of Individuals Covered | 13 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Total amount of commissions paid to insurance broker | USD $2,919 | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $2,919 | | Insurance broker organization code? | 3 | | Insurance broker name | JIM FORTENBERRY JR |
|
| AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 ) |
| Policy contract number | 91671287 |
| Policy instance | 1 |
| Insurance contract or identification number | 91671287 | | Number of Individuals Covered | 14 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | Total amount of commissions paid to insurance broker | USD $2,528 | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $2,528 | | Insurance broker organization code? | 3 | | Insurance broker name | JIM FORTENBERRY JR |
|
| AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 ) |
| Policy contract number | 91671287 |
| Policy instance | 1 |
| Insurance contract or identification number | 91671287 | | Number of Individuals Covered | 14 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Total amount of commissions paid to insurance broker | USD $2,166 | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $2,166 | | Insurance broker organization code? | 3 | | Insurance broker name | JIM FORTENBERRY JR |
|
| AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 ) |
| Policy contract number | 91671287 |
| Policy instance | 1 |
| Insurance contract or identification number | 91671287 | | Number of Individuals Covered | 13 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Total amount of commissions paid to insurance broker | USD $2,069 | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 ) |
| Policy contract number | 91671287 |
| Policy instance | 1 |
| Insurance contract or identification number | 91671287 | | Number of Individuals Covered | 13 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-12-31 | | Total amount of commissions paid to insurance broker | USD $1,521 | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,521 | | Insurance broker organization code? | 3 | | Insurance broker name | JIM FORTENBERRY JR |
|
