HUTCHINSON-TRAYLOR INSURANCE AGENCY has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan HUTCHINSON-TRAYLOR INSURANCE AGENCY 401(K) PROFIT SHARING PLAN
401k plan membership statisitcs for HUTCHINSON-TRAYLOR INSURANCE AGENCY 401(K) PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2020: HUTCHINSON-TRAYLOR INSURANCE AGENCY 401(K) PROFIT SHARING PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 95 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 93 |
| 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 | 98 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
| Total participants | 2020-01-01 | 98 |
| Number of participants with account balances | 2020-01-01 | 77 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
| 2019: HUTCHINSON-TRAYLOR INSURANCE AGENCY 401(K) PROFIT SHARING PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 79 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 77 |
| 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 | 10 |
| Total of all active and inactive participants | 2019-01-01 | 87 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
| Total participants | 2019-01-01 | 87 |
| Number of participants with account balances | 2019-01-01 | 77 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 5 |
| 2016: HUTCHINSON-TRAYLOR INSURANCE AGENCY 401(K) PROFIT SHARING PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 52 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 42 |
| 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 | 7 |
| Total of all active and inactive participants | 2016-01-01 | 49 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
| Total participants | 2016-01-01 | 49 |
| Number of participants with account balances | 2016-01-01 | 45 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 1 |
| 2011: HUTCHINSON-TRAYLOR INSURANCE AGENCY 401(K) PROFIT SHARING PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 46 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 36 |
| Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 12 |
| Total of all active and inactive participants | 2011-01-01 | 48 |
| Total participants | 2011-01-01 | 48 |
| Number of participants with account balances | 2011-01-01 | 48 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
| 2010: HUTCHINSON-TRAYLOR INSURANCE AGENCY 401(K) PROFIT SHARING PLAN 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-01-01 | 44 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 30 |
| Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 13 |
| Total of all active and inactive participants | 2010-01-01 | 43 |
| Total participants | 2010-01-01 | 43 |
| Number of participants with account balances | 2010-01-01 | 43 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 3 |
| 2009: HUTCHINSON-TRAYLOR INSURANCE AGENCY 401(K) PROFIT SHARING PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 41 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 32 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 9 |
| Total of all active and inactive participants | 2009-01-01 | 41 |
| Total participants | 2009-01-01 | 41 |
| Number of participants with account balances | 2009-01-01 | 41 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 2 |
| Measure | Date | Value |
|---|
| 2020 : HUTCHINSON-TRAYLOR INSURANCE AGENCY 401(K) PROFIT SHARING PLAN 2020 401k financial data |
|---|
| Transfers to/from the plan | 2020-12-31 | $-4,864,539 |
| Total plan liabilities at beginning of year | 2020-12-31 | $0 |
| Total income from all sources | 2020-12-31 | $1,744,153 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $398,483 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $398,483 |
| Total plan assets at end of year | 2020-12-31 | $5,755,400 |
| Total plan assets at beginning of year | 2020-12-31 | $9,274,269 |
| Value of fidelity bond covering the plan | 2020-12-31 | $950,000 |
| Total contributions received or receivable from participants | 2020-12-31 | $377,406 |
| Other income received | 2020-12-31 | $1,048,980 |
| Net income (gross income less expenses) | 2020-12-31 | $1,345,670 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $5,755,400 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $9,274,269 |
| Assets. Value of participant loans | 2020-12-31 | $162,880 |
| Assets. Value of assets in partnership/joint-venture interests | 2020-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $317,767 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
| 2019 : HUTCHINSON-TRAYLOR INSURANCE AGENCY 401(K) PROFIT SHARING PLAN 2019 401k financial data |
|---|
| Total income from all sources | 2019-12-31 | $3,001,854 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $311,521 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $311,521 |
| Total plan assets at end of year | 2019-12-31 | $9,274,269 |
| Total plan assets at beginning of year | 2019-12-31 | $6,583,936 |
| Value of fidelity bond covering the plan | 2019-12-31 | $950,000 |
| Total contributions received or receivable from participants | 2019-12-31 | $320,291 |
| Contributions received from other sources (not participants or employers) | 2019-12-31 | $189,175 |
| Other income received | 2019-12-31 | $2,191,478 |
| Net income (gross income less expenses) | 2019-12-31 | $2,690,333 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $9,274,269 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $6,583,936 |
| Assets. Value of participant loans | 2019-12-31 | $71,445 |
| Assets. Value of assets in partnership/joint-venture interests | 2019-12-31 | $316,026 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $300,910 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
| 2018 : HUTCHINSON-TRAYLOR INSURANCE AGENCY 401(K) PROFIT SHARING PLAN 2018 401k financial data |
|---|
| Total income from all sources | 2018-12-31 | $190,143 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $7,349 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $7,349 |
| Total plan assets at end of year | 2018-12-31 | $6,583,936 |
| Total plan assets at beginning of year | 2018-12-31 | $6,401,142 |
| Value of fidelity bond covering the plan | 2018-12-31 | $950,000 |
| Total contributions received or receivable from participants | 2018-12-31 | $265,111 |
| Contributions received from other sources (not participants or employers) | 2018-12-31 | $20,299 |
| Other income received | 2018-12-31 | $-403,112 |
| Net income (gross income less expenses) | 2018-12-31 | $182,794 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $6,583,936 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $6,401,142 |
| Assets. Value of participant loans | 2018-12-31 | $85,563 |
| Assets. Value of assets in partnership/joint-venture interests | 2018-12-31 | $273,703 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $307,845 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
| 2016 : HUTCHINSON-TRAYLOR INSURANCE AGENCY 401(K) PROFIT SHARING PLAN 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $819,401 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $168,321 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $168,321 |
| Total plan assets at end of year | 2016-12-31 | $5,140,356 |
| Total plan assets at beginning of year | 2016-12-31 | $4,489,276 |
| Value of fidelity bond covering the plan | 2016-12-31 | $700,000 |
| Total contributions received or receivable from participants | 2016-12-31 | $197,973 |
| Other income received | 2016-12-31 | $361,250 |
| Net income (gross income less expenses) | 2016-12-31 | $651,080 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $5,140,356 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $4,489,276 |
| Assets. Value of assets in partnership/joint-venture interests | 2016-12-31 | $372,106 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $260,178 |
| Value of corrective distributions | 2016-12-31 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
| 2011 : HUTCHINSON-TRAYLOR INSURANCE AGENCY 401(K) PROFIT SHARING PLAN 2011 401k financial data |
|---|
| Total plan liabilities at beginning of year | 2011-12-31 | $62 |
| Total income from all sources | 2011-12-31 | $268,966 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $21,941 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $21,891 |
| Total plan assets at end of year | 2011-12-31 | $2,854,914 |
| Total plan assets at beginning of year | 2011-12-31 | $2,607,951 |
| Value of fidelity bond covering the plan | 2011-12-31 | $700,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $123,253 |
| Other income received | 2011-12-31 | $-65,697 |
| Net income (gross income less expenses) | 2011-12-31 | $247,025 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $2,854,914 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $2,607,889 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $211,410 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $50 |
| 2010 : HUTCHINSON-TRAYLOR INSURANCE AGENCY 401(K) PROFIT SHARING PLAN 2010 401k financial data |
|---|
| Total plan liabilities at end of year | 2010-12-31 | $62 |
| Total plan liabilities at beginning of year | 2010-12-31 | $6,955 |
| Total income from all sources | 2010-12-31 | $431,406 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $39,160 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $39,035 |
| Total plan assets at end of year | 2010-12-31 | $2,607,951 |
| Total plan assets at beginning of year | 2010-12-31 | $2,222,598 |
| Value of fidelity bond covering the plan | 2010-12-31 | $250,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $127,072 |
| Contributions received from other sources (not participants or employers) | 2010-12-31 | $31,743 |
| Other income received | 2010-12-31 | $82,385 |
| Net income (gross income less expenses) | 2010-12-31 | $392,246 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $2,607,889 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $2,215,643 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $190,206 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $125 |
| 2020: HUTCHINSON-TRAYLOR INSURANCE AGENCY 401(K) PROFIT SHARING 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 – Insurance | Yes |
| 2020-01-01 | Plan funding arrangement – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| 2019: HUTCHINSON-TRAYLOR INSURANCE AGENCY 401(K) PROFIT SHARING 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 – Insurance | Yes |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: HUTCHINSON-TRAYLOR INSURANCE AGENCY 401(K) PROFIT SHARING 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 – Insurance | Yes |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: HUTCHINSON-TRAYLOR INSURANCE AGENCY 401(K) PROFIT SHARING PLAN 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Submission has been amended | No |
| 2011-01-01 | This submission is the final filing | No |
| 2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-01-01 | Plan is a collectively bargained plan | No |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2010: HUTCHINSON-TRAYLOR INSURANCE AGENCY 401(K) PROFIT SHARING PLAN 2010 form 5500 responses |
|---|
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | Submission has been amended | No |
| 2010-01-01 | This submission is the final filing | No |
| 2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2010-01-01 | Plan is a collectively bargained plan | No |
| 2010-01-01 | Plan funding arrangement – Trust | Yes |
| 2010-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: HUTCHINSON-TRAYLOR INSURANCE AGENCY 401(K) PROFIT SHARING PLAN 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | No |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan is a collectively bargained plan | No |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |