Logo

HUTCHINSON-TRAYLOR INSURANCE AGENCY 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameHUTCHINSON-TRAYLOR INSURANCE AGENCY 401(K) PROFIT SHARING PLAN
Plan identification number 002

HUTCHINSON-TRAYLOR INSURANCE AGENCY 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

HUTCHINSON-TRAYLOR INSURANCE AGENCY has sponsored the creation of one or more 401k plans.

Company Name:HUTCHINSON-TRAYLOR INSURANCE AGENCY
Employer identification number (EIN):580297410
NAIC Classification:524140

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HUTCHINSON-TRAYLOR INSURANCE AGENCY 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022020-01-01
0022019-01-01
0022017-01-01CHARLES W. SMITH JR2018-07-05 CHARLES W. SMITH JR2018-07-05
0022016-01-01CHARLES W. SMITH, JR CHARLES W. SMITH, JR2017-07-18
0022015-01-01CHARLES W. SMITH, JR2016-06-28 CHARLES W. SMITH, JR2016-06-28
0022014-01-01CHARLES W. SMITH, JR.2015-05-14 CHARLES W. SMITH, JR.2015-05-14
0022013-01-01CHARLES W. SMITH, JR.2014-06-10 CHARLES W. SMITH, JR.2014-06-10
0022012-01-01CHARLES W. SMITH JR2013-07-05 CHARLES W. SMITH JR2013-07-05
0022011-01-01CHARLES W. SMITH, JR. CHARLES W. SMITH, JR.2012-08-06
0022010-01-01CHARLES W. SMITH, JR. CHARLES W. SMITH, JR.2011-07-13
0022009-01-01CHARLES W. SMITH, JR. CHARLES W. SMITH, JR.2010-08-26

Plan Statistics for 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-year2020-01-0195
Total number of active participants reported on line 7a of the Form 55002020-01-0193
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-015
Total of all active and inactive participants2020-01-0198
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0198
Number of participants with account balances2020-01-0177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: HUTCHINSON-TRAYLOR INSURANCE AGENCY 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0179
Total number of active participants reported on line 7a of the Form 55002019-01-0177
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0110
Total of all active and inactive participants2019-01-0187
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0187
Number of participants with account balances2019-01-0177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-015
2016: HUTCHINSON-TRAYLOR INSURANCE AGENCY 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0152
Total number of active participants reported on line 7a of the Form 55002016-01-0142
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-017
Total of all active and inactive participants2016-01-0149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0149
Number of participants with account balances2016-01-0145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-011
2011: HUTCHINSON-TRAYLOR INSURANCE AGENCY 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0146
Total number of active participants reported on line 7a of the Form 55002011-01-0136
Number of other retired or separated participants entitled to future benefits2011-01-0112
Total of all active and inactive participants2011-01-0148
Total participants2011-01-0148
Number of participants with account balances2011-01-0148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: HUTCHINSON-TRAYLOR INSURANCE AGENCY 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0144
Total number of active participants reported on line 7a of the Form 55002010-01-0130
Number of other retired or separated participants entitled to future benefits2010-01-0113
Total of all active and inactive participants2010-01-0143
Total participants2010-01-0143
Number of participants with account balances2010-01-0143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-013
2009: HUTCHINSON-TRAYLOR INSURANCE AGENCY 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0141
Total number of active participants reported on line 7a of the Form 55002009-01-0132
Number of other retired or separated participants entitled to future benefits2009-01-019
Total of all active and inactive participants2009-01-0141
Total participants2009-01-0141
Number of participants with account balances2009-01-0141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-012

Financial Data on HUTCHINSON-TRAYLOR INSURANCE AGENCY 401(K) PROFIT SHARING PLAN

Measure Date Value
2020 : HUTCHINSON-TRAYLOR INSURANCE AGENCY 401(K) PROFIT SHARING PLAN 2020 401k financial data
Transfers to/from the plan2020-12-31$-4,864,539
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$1,744,153
Expenses. Total of all expenses incurred2020-12-31$398,483
Benefits paid (including direct rollovers)2020-12-31$398,483
Total plan assets at end of year2020-12-31$5,755,400
Total plan assets at beginning of year2020-12-31$9,274,269
Value of fidelity bond covering the plan2020-12-31$950,000
Total contributions received or receivable from participants2020-12-31$377,406
Other income received2020-12-31$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 loans2020-12-31$162,880
Assets. Value of assets in partnership/joint-venture interests2020-12-31$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 securities2020-12-31$0
2019 : HUTCHINSON-TRAYLOR INSURANCE AGENCY 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources2019-12-31$3,001,854
Expenses. Total of all expenses incurred2019-12-31$311,521
Benefits paid (including direct rollovers)2019-12-31$311,521
Total plan assets at end of year2019-12-31$9,274,269
Total plan assets at beginning of year2019-12-31$6,583,936
Value of fidelity bond covering the plan2019-12-31$950,000
Total contributions received or receivable from participants2019-12-31$320,291
Contributions received from other sources (not participants or employers)2019-12-31$189,175
Other income received2019-12-31$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 loans2019-12-31$71,445
Assets. Value of assets in partnership/joint-venture interests2019-12-31$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 securities2019-12-31$0
2018 : HUTCHINSON-TRAYLOR INSURANCE AGENCY 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources2018-12-31$190,143
Expenses. Total of all expenses incurred2018-12-31$7,349
Benefits paid (including direct rollovers)2018-12-31$7,349
Total plan assets at end of year2018-12-31$6,583,936
Total plan assets at beginning of year2018-12-31$6,401,142
Value of fidelity bond covering the plan2018-12-31$950,000
Total contributions received or receivable from participants2018-12-31$265,111
Contributions received from other sources (not participants or employers)2018-12-31$20,299
Other income received2018-12-31$-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 loans2018-12-31$85,563
Assets. Value of assets in partnership/joint-venture interests2018-12-31$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 securities2018-12-31$0
2016 : HUTCHINSON-TRAYLOR INSURANCE AGENCY 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources2016-12-31$819,401
Expenses. Total of all expenses incurred2016-12-31$168,321
Benefits paid (including direct rollovers)2016-12-31$168,321
Total plan assets at end of year2016-12-31$5,140,356
Total plan assets at beginning of year2016-12-31$4,489,276
Value of fidelity bond covering the plan2016-12-31$700,000
Total contributions received or receivable from participants2016-12-31$197,973
Other income received2016-12-31$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 interests2016-12-31$372,106
Total contributions received or receivable from employer(s)2016-12-31$260,178
Value of corrective distributions2016-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2011 : HUTCHINSON-TRAYLOR INSURANCE AGENCY 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total plan liabilities at beginning of year2011-12-31$62
Total income from all sources2011-12-31$268,966
Expenses. Total of all expenses incurred2011-12-31$21,941
Benefits paid (including direct rollovers)2011-12-31$21,891
Total plan assets at end of year2011-12-31$2,854,914
Total plan assets at beginning of year2011-12-31$2,607,951
Value of fidelity bond covering the plan2011-12-31$700,000
Total contributions received or receivable from participants2011-12-31$123,253
Other income received2011-12-31$-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 year2010-12-31$62
Total plan liabilities at beginning of year2010-12-31$6,955
Total income from all sources2010-12-31$431,406
Expenses. Total of all expenses incurred2010-12-31$39,160
Benefits paid (including direct rollovers)2010-12-31$39,035
Total plan assets at end of year2010-12-31$2,607,951
Total plan assets at beginning of year2010-12-31$2,222,598
Value of fidelity bond covering the plan2010-12-31$250,000
Total contributions received or receivable from participants2010-12-31$127,072
Contributions received from other sources (not participants or employers)2010-12-31$31,743
Other income received2010-12-31$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

Form 5500 Responses for HUTCHINSON-TRAYLOR INSURANCE AGENCY 401(K) PROFIT SHARING PLAN

2020: HUTCHINSON-TRAYLOR INSURANCE AGENCY 401(K) PROFIT SHARING 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 – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: HUTCHINSON-TRAYLOR INSURANCE AGENCY 401(K) PROFIT SHARING 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 – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2016: HUTCHINSON-TRAYLOR INSURANCE AGENCY 401(K) PROFIT SHARING 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 – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2011: HUTCHINSON-TRAYLOR INSURANCE AGENCY 401(K) PROFIT SHARING 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: HUTCHINSON-TRAYLOR INSURANCE AGENCY 401(K) PROFIT SHARING 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: HUTCHINSON-TRAYLOR INSURANCE AGENCY 401(K) PROFIT SHARING 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

Insurance Providers Used on plan

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number065-81056
Policy instance 1
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number065-81056
Policy instance 1

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
US 401k Lookup     VAT Lookup