HOME TELEPHONE COMPANY, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan HOME TELEPHONE RETIREE MEDICAL PLAN
| Measure | Date | Value |
|---|
| 2021: HOME TELEPHONE RETIREE MEDICAL PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-01-01 | 24 |
| Number of retired or separated participants receiving benefits | 2021-01-01 | 21 |
| Total of all active and inactive participants | 2021-01-01 | 21 |
| Total participants | 2021-01-01 | 21 |
| 2020: HOME TELEPHONE RETIREE MEDICAL PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 21 |
| Number of retired or separated participants receiving benefits | 2020-01-01 | 17 |
| Total of all active and inactive participants | 2020-01-01 | 17 |
| Total participants | 2020-01-01 | 17 |
| 2019: HOME TELEPHONE RETIREE MEDICAL PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 18 |
| Number of retired or separated participants receiving benefits | 2019-01-01 | 18 |
| Total of all active and inactive participants | 2019-01-01 | 18 |
| Total participants | 2019-01-01 | 18 |
| 2018: HOME TELEPHONE RETIREE MEDICAL PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 16 |
| Number of retired or separated participants receiving benefits | 2018-01-01 | 18 |
| Total of all active and inactive participants | 2018-01-01 | 18 |
| Total participants | 2018-01-01 | 18 |
| 2017: HOME TELEPHONE RETIREE MEDICAL PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 16 |
| Number of retired or separated participants receiving benefits | 2017-01-01 | 16 |
| Total of all active and inactive participants | 2017-01-01 | 16 |
| Total participants | 2017-01-01 | 16 |
| 2016: HOME TELEPHONE RETIREE MEDICAL PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 14 |
| Number of retired or separated participants receiving benefits | 2016-01-01 | 16 |
| Total of all active and inactive participants | 2016-01-01 | 16 |
| Total participants | 2016-01-01 | 16 |
| 2015: HOME TELEPHONE RETIREE MEDICAL PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 17 |
| Number of retired or separated participants receiving benefits | 2015-01-01 | 14 |
| Total of all active and inactive participants | 2015-01-01 | 14 |
| Total participants | 2015-01-01 | 14 |
| 2014: HOME TELEPHONE RETIREE MEDICAL PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 17 |
| Number of retired or separated participants receiving benefits | 2014-01-01 | 17 |
| Total of all active and inactive participants | 2014-01-01 | 17 |
| Total participants | 2014-01-01 | 17 |
| 2012: HOME TELEPHONE RETIREE MEDICAL PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 8 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 14 |
| Total of all active and inactive participants | 2012-01-01 | 14 |
| Total participants | 2012-01-01 | 14 |
| 2011: HOME TELEPHONE RETIREE MEDICAL PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 6 |
| Number of retired or separated participants receiving benefits | 2011-01-01 | 8 |
| Total of all active and inactive participants | 2011-01-01 | 8 |
| Total participants | 2011-01-01 | 8 |
| 2009: HOME TELEPHONE RETIREE MEDICAL PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 6 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 0 |
| Number of retired or separated participants receiving benefits | 2009-01-01 | 6 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 0 |
| Total of all active and inactive participants | 2009-01-01 | 6 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
| Total participants | 2009-01-01 | 6 |
| Number of participants with account balances | 2009-01-01 | 0 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2021 : HOME TELEPHONE RETIREE MEDICAL PLAN 2021 401k financial data |
|---|
| Total plan liabilities at end of year | 2021-12-31 | $54,002 |
| Total plan liabilities at beginning of year | 2021-12-31 | $158,234 |
| Total income from all sources | 2021-12-31 | $617,623 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $83,702 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $33,344 |
| Total plan assets at end of year | 2021-12-31 | $6,107,425 |
| Total plan assets at beginning of year | 2021-12-31 | $5,677,736 |
| Value of fidelity bond covering the plan | 2021-12-31 | $500,000 |
| Expenses. Other expenses not covered elsewhere | 2021-12-31 | $50,358 |
| Other income received | 2021-12-31 | $617,623 |
| Net income (gross income less expenses) | 2021-12-31 | $533,921 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $6,053,423 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $5,519,502 |
| 2020 : HOME TELEPHONE RETIREE MEDICAL PLAN 2020 401k financial data |
|---|
| Total plan liabilities at end of year | 2020-12-31 | $158,234 |
| Total plan liabilities at beginning of year | 2020-12-31 | $140,232 |
| Total income from all sources | 2020-12-31 | $636,121 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $55,843 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $25,688 |
| Total plan assets at end of year | 2020-12-31 | $5,677,736 |
| Total plan assets at beginning of year | 2020-12-31 | $5,079,456 |
| Value of fidelity bond covering the plan | 2020-12-31 | $500,000 |
| Expenses. Other expenses not covered elsewhere | 2020-12-31 | $30,155 |
| Other income received | 2020-12-31 | $636,121 |
| Net income (gross income less expenses) | 2020-12-31 | $580,278 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $5,519,502 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $4,939,224 |
| 2019 : HOME TELEPHONE RETIREE MEDICAL PLAN 2019 401k financial data |
|---|
| Total plan liabilities at end of year | 2019-12-31 | $95,291 |
| Total plan liabilities at beginning of year | 2019-12-31 | $95,291 |
| Total income from all sources | 2019-12-31 | $742,115 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $38,053 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $26,369 |
| Total plan assets at end of year | 2019-12-31 | $5,079,456 |
| Total plan assets at beginning of year | 2019-12-31 | $4,375,394 |
| Value of fidelity bond covering the plan | 2019-12-31 | $500,000 |
| Expenses. Other expenses not covered elsewhere | 2019-12-31 | $11,684 |
| Other income received | 2019-12-31 | $742,115 |
| Net income (gross income less expenses) | 2019-12-31 | $704,062 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $4,984,165 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $4,280,103 |
| 2018 : HOME TELEPHONE RETIREE MEDICAL PLAN 2018 401k financial data |
|---|
| Total plan liabilities at end of year | 2018-12-31 | $60,302 |
| Total plan liabilities at beginning of year | 2018-12-31 | $137,780 |
| Total income from all sources | 2018-12-31 | $-150,868 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $31,873 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $20,312 |
| Total plan assets at end of year | 2018-12-31 | $4,375,394 |
| Total plan assets at beginning of year | 2018-12-31 | $4,635,613 |
| Value of fidelity bond covering the plan | 2018-12-31 | $500,000 |
| Expenses. Other expenses not covered elsewhere | 2018-12-31 | $11,561 |
| Other income received | 2018-12-31 | $-150,868 |
| Net income (gross income less expenses) | 2018-12-31 | $-182,741 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $4,315,092 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $4,497,833 |
| 2017 : HOME TELEPHONE RETIREE MEDICAL PLAN 2017 401k financial data |
|---|
| Total plan liabilities at end of year | 2017-12-31 | $239,478 |
| Total plan liabilities at beginning of year | 2017-12-31 | $77,478 |
| Total income from all sources | 2017-12-31 | $606,313 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $189,710 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $17,117 |
| Total plan assets at end of year | 2017-12-31 | $4,635,613 |
| Total plan assets at beginning of year | 2017-12-31 | $4,057,010 |
| Value of fidelity bond covering the plan | 2017-12-31 | $500,000 |
| Expenses. Other expenses not covered elsewhere | 2017-12-31 | $172,593 |
| Contributions received from other sources (not participants or employers) | 2017-12-31 | $606,313 |
| Net income (gross income less expenses) | 2017-12-31 | $416,603 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $4,396,135 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $3,979,532 |
| 2016 : HOME TELEPHONE RETIREE MEDICAL PLAN 2016 401k financial data |
|---|
| Total plan liabilities at end of year | 2016-12-31 | $55,077 |
| Total plan liabilities at beginning of year | 2016-12-31 | $79,025 |
| Total income from all sources | 2016-12-31 | $196,488 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $48,351 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $18,400 |
| Total plan assets at end of year | 2016-12-31 | $4,057,010 |
| Total plan assets at beginning of year | 2016-12-31 | $3,932,821 |
| Value of fidelity bond covering the plan | 2016-12-31 | $500,000 |
| Expenses. Other expenses not covered elsewhere | 2016-12-31 | $29,951 |
| Contributions received from other sources (not participants or employers) | 2016-12-31 | $196,488 |
| Net income (gross income less expenses) | 2016-12-31 | $148,137 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $4,001,933 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $3,853,796 |
| 2015 : HOME TELEPHONE RETIREE MEDICAL PLAN 2015 401k financial data |
|---|
| Total plan liabilities at end of year | 2015-12-31 | $79,025 |
| Total plan liabilities at beginning of year | 2015-12-31 | $13,948 |
| Total income from all sources | 2015-12-31 | $27,675 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $59,512 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $18,379 |
| Total plan assets at end of year | 2015-12-31 | $3,932,821 |
| Total plan assets at beginning of year | 2015-12-31 | $3,899,581 |
| Value of fidelity bond covering the plan | 2015-12-31 | $500,000 |
| Expenses. Other expenses not covered elsewhere | 2015-12-31 | $41,133 |
| Contributions received from other sources (not participants or employers) | 2015-12-31 | $27,675 |
| Net income (gross income less expenses) | 2015-12-31 | $-31,837 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $3,853,796 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $3,885,633 |
| 2014 : HOME TELEPHONE RETIREE MEDICAL PLAN 2014 401k financial data |
|---|
| Total plan liabilities at end of year | 2014-12-31 | $13,948 |
| Total plan liabilities at beginning of year | 2014-12-31 | $23,013 |
| Total income from all sources | 2014-12-31 | $370,827 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $31,286 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $17,330 |
| Total plan assets at end of year | 2014-12-31 | $3,899,581 |
| Total plan assets at beginning of year | 2014-12-31 | $3,569,105 |
| Value of fidelity bond covering the plan | 2014-12-31 | $500,000 |
| Expenses. Other expenses not covered elsewhere | 2014-12-31 | $13,956 |
| Contributions received from other sources (not participants or employers) | 2014-12-31 | $370,827 |
| Net income (gross income less expenses) | 2014-12-31 | $339,541 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $3,885,633 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $3,546,092 |
| 2012 : HOME TELEPHONE RETIREE MEDICAL PLAN 2012 401k financial data |
|---|
| Total plan liabilities at end of year | 2012-12-31 | $11,000 |
| Total plan liabilities at beginning of year | 2012-12-31 | $9,929 |
| Total income from all sources | 2012-12-31 | $220,462 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $15,374 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $15,215 |
| Total plan assets at end of year | 2012-12-31 | $3,378,951 |
| Total plan assets at beginning of year | 2012-12-31 | $3,183,793 |
| Value of fidelity bond covering the plan | 2012-12-31 | $500,000 |
| Expenses. Other expenses not covered elsewhere | 2012-12-31 | $159 |
| Contributions received from other sources (not participants or employers) | 2012-12-31 | $220,462 |
| Net income (gross income less expenses) | 2012-12-31 | $205,088 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $3,367,951 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $3,173,864 |
| 2011 : HOME TELEPHONE RETIREE MEDICAL PLAN 2011 401k financial data |
|---|
| Total plan liabilities at end of year | 2011-12-31 | $11,000 |
| Total plan liabilities at beginning of year | 2011-12-31 | $69,854 |
| Total income from all sources | 2011-12-31 | $70,008 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $21,358 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $10,315 |
| Total plan assets at end of year | 2011-12-31 | $3,183,793 |
| Total plan assets at beginning of year | 2011-12-31 | $3,193,996 |
| Value of fidelity bond covering the plan | 2011-12-31 | $500,000 |
| Expenses. Other expenses not covered elsewhere | 2011-12-31 | $11,043 |
| Other income received | 2011-12-31 | $70,008 |
| Net income (gross income less expenses) | 2011-12-31 | $48,650 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $3,172,793 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $3,124,142 |
| 2021: HOME TELEPHONE RETIREE MEDICAL PLAN 2021 form 5500 responses |
|---|
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | Submission has been amended | No |
| 2021-01-01 | This submission is the final filing | No |
| 2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-01-01 | Plan is a collectively bargained plan | No |
| 2021-01-01 | Plan funding arrangement – Trust | Yes |
| 2021-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2021-01-01 | Plan benefit arrangement - Trust | Yes |
| 2021-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2020: HOME TELEPHONE RETIREE MEDICAL PLAN 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | Submission has been amended | No |
| 2020-01-01 | This submission is the final filing | No |
| 2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-01-01 | Plan is a collectively bargained plan | No |
| 2020-01-01 | Plan funding arrangement – Trust | Yes |
| 2020-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| 2020-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2019: HOME TELEPHONE RETIREE MEDICAL PLAN 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Submission has been amended | No |
| 2019-01-01 | This submission is the final filing | No |
| 2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-01-01 | Plan is a collectively bargained plan | No |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2019-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2018: HOME TELEPHONE RETIREE MEDICAL PLAN 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Submission has been amended | No |
| 2018-01-01 | This submission is the final filing | No |
| 2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-01-01 | Plan is a collectively bargained plan | No |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2017: HOME TELEPHONE RETIREE MEDICAL PLAN 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Submission has been amended | No |
| 2017-01-01 | This submission is the final filing | No |
| 2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-01-01 | Plan is a collectively bargained plan | No |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2016: HOME TELEPHONE RETIREE MEDICAL PLAN 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Submission has been amended | No |
| 2016-01-01 | This submission is the final filing | No |
| 2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-01-01 | Plan is a collectively bargained plan | No |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2015: HOME TELEPHONE RETIREE MEDICAL PLAN 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Submission has been amended | No |
| 2015-01-01 | This submission is the final filing | No |
| 2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-01-01 | Plan is a collectively bargained plan | No |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2014: HOME TELEPHONE RETIREE MEDICAL PLAN 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Submission has been amended | No |
| 2014-01-01 | This submission is the final filing | No |
| 2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-01-01 | Plan is a collectively bargained plan | No |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2012: HOME TELEPHONE RETIREE MEDICAL PLAN 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Submission has been amended | No |
| 2012-01-01 | This submission is the final filing | No |
| 2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-01-01 | Plan is a collectively bargained plan | No |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2011: HOME TELEPHONE RETIREE MEDICAL PLAN 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Submission has been amended | No |
| 2011-01-01 | This submission is the final filing | No |
| 2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-01-01 | Plan is a collectively bargained plan | No |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2009: HOME TELEPHONE RETIREE MEDICAL PLAN 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | No |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan is a collectively bargained plan | No |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
