401k Plan data: HODGES, HARBIN, NEWBERRY & TRIBBLE, PROFIT SHARING PLAN plan

HODGES, HARBIN, NEWBERRY & TRIBBLE, PROFIT SHARING PLAN 401k Plan overview

Plan Name	HODGES, HARBIN, NEWBERRY & TRIBBLE, PROFIT SHARING PLAN
Plan identification number	001

HODGES, HARBIN, NEWBERRY & TRIBBLE, PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
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.
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

HODGES, HARBIN, NEWBERRY & TRIBBLE has sponsored the creation of one or more 401k plans.

Company Name: HODGES, HARBIN, NEWBERRY & TRIBBLE

Employer identification number (EIN): 581914982

NAIC Classification: 541330
NAIC Description: Engineering Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HODGES, HARBIN, NEWBERRY & TRIBBLE, PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 MICHAEL STUBBS 2023-08-17 MICHAEL STUBBS 2023-08-17
001 2022-01-01
001 2021-01-01 MICHAEL STUBBS 2022-07-15 MICHAEL STUBBS 2022-07-15
001 2021-01-01
001 2020-01-01 MICHAEL STUBBS 2021-07-02
001 2019-01-01 MICHAEL STUBBS 2020-06-30 MICHAEL STUBBS 2020-06-30
001 2018-01-01 MICHAEL STUBBS 2019-07-26 MICHAEL STUBBS 2019-07-26
001 2017-01-01 MICHAEL STUBBS 2018-04-26
001 2016-01-01 MICHAEL STUBBS MICHAEL STUBBS 2017-07-17
001 2015-01-01 MICHAEL STUBBS MICHAEL STUBBS 2016-06-28
001 2014-01-01 MICHAEL STUBBS MICHAEL STUBBS 2015-06-02
001 2013-01-01 LOWRY TRIBBLE
001 2012-01-01 LOWRY TRIBBLE
001 2011-01-01 LOWRY TRIBBLE
001 2009-01-01 LOWRY TRIBBLE

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01	MICHAEL STUBBS	2023-08-17	MICHAEL STUBBS	2023-08-17
001	2022-01-01
001	2021-01-01	MICHAEL STUBBS	2022-07-15	MICHAEL STUBBS	2022-07-15
001	2021-01-01
001	2020-01-01	MICHAEL STUBBS	2021-07-02
001	2019-01-01	MICHAEL STUBBS	2020-06-30	MICHAEL STUBBS	2020-06-30
001	2018-01-01	MICHAEL STUBBS	2019-07-26	MICHAEL STUBBS	2019-07-26
001	2017-01-01	MICHAEL STUBBS	2018-04-26
001	2016-01-01	MICHAEL STUBBS		MICHAEL STUBBS	2017-07-17
001	2015-01-01	MICHAEL STUBBS		MICHAEL STUBBS	2016-06-28
001	2014-01-01	MICHAEL STUBBS		MICHAEL STUBBS	2015-06-02
001	2013-01-01	LOWRY TRIBBLE
001	2012-01-01	LOWRY TRIBBLE
001	2011-01-01	LOWRY TRIBBLE
001	2009-01-01	LOWRY TRIBBLE

Plan Statistics for HODGES, HARBIN, NEWBERRY & TRIBBLE, PROFIT SHARING PLAN

401k plan membership statisitcs for HODGES, HARBIN, NEWBERRY & TRIBBLE, PROFIT SHARING PLAN

Measure Date Value
2016: HODGES, HARBIN, NEWBERRY & TRIBBLE, PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 22
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 24
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 0
Total of all active and inactive participants 2016-01-01 24
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 24
Number of participants with account balances 2016-01-01 24
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: HODGES, HARBIN, NEWBERRY & TRIBBLE, PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 19
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 22
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 0
Total of all active and inactive participants 2015-01-01 22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 22
Number of participants with account balances 2015-01-01 22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: HODGES, HARBIN, NEWBERRY & TRIBBLE, PROFIT SHARING 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 19
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 19
Number of participants with account balances 2014-01-01 19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: HODGES, HARBIN, NEWBERRY & TRIBBLE, PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 15
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 15
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 0
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 15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: HODGES, HARBIN, NEWBERRY & TRIBBLE, PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 14
Number of other retired or separated participants entitled to future benefits 2012-01-01 1
Total of all active and inactive participants 2012-01-01 15
Total participants 2012-01-01 15
Number of participants with account balances 2012-01-01 15
2011: HODGES, HARBIN, NEWBERRY & TRIBBLE, PROFIT SHARING 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 11
Number of other retired or separated participants entitled to future benefits 2011-01-01 2
Total of all active and inactive participants 2011-01-01 13
Total participants 2011-01-01 13
Number of participants with account balances 2011-01-01 13
2009: HODGES, HARBIN, NEWBERRY & TRIBBLE, PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 13
Number of retired or separated participants receiving benefits 2009-01-01 1
Total of all active and inactive participants 2009-01-01 14
Total participants 2009-01-01 14
Number of participants with account balances 2009-01-01 14

Measure	Date	Value
2016: HODGES, HARBIN, NEWBERRY & TRIBBLE, PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	22
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	24
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	0
Total of all active and inactive participants	2016-01-01	24
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	24
Number of participants with account balances	2016-01-01	24
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: HODGES, HARBIN, NEWBERRY & TRIBBLE, PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	19
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	22
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	0
Total of all active and inactive participants	2015-01-01	22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	22
Number of participants with account balances	2015-01-01	22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: HODGES, HARBIN, NEWBERRY & TRIBBLE, PROFIT SHARING 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	19
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	19
Number of participants with account balances	2014-01-01	19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: HODGES, HARBIN, NEWBERRY & TRIBBLE, PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	15
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	15
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	0
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	15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: HODGES, HARBIN, NEWBERRY & TRIBBLE, PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	14
Number of other retired or separated participants entitled to future benefits	2012-01-01	1
Total of all active and inactive participants	2012-01-01	15
Total participants	2012-01-01	15
Number of participants with account balances	2012-01-01	15
2011: HODGES, HARBIN, NEWBERRY & TRIBBLE, PROFIT SHARING 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	11
Number of other retired or separated participants entitled to future benefits	2011-01-01	2
Total of all active and inactive participants	2011-01-01	13
Total participants	2011-01-01	13
Number of participants with account balances	2011-01-01	13
2009: HODGES, HARBIN, NEWBERRY & TRIBBLE, PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	13
Number of retired or separated participants receiving benefits	2009-01-01	1
Total of all active and inactive participants	2009-01-01	14
Total participants	2009-01-01	14
Number of participants with account balances	2009-01-01	14

Financial Data on HODGES, HARBIN, NEWBERRY & TRIBBLE, PROFIT SHARING PLAN

Measure	Date	Value
2016 : HODGES, HARBIN, NEWBERRY & TRIBBLE, PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$573,358
Expenses. Total of all expenses incurred	2016-12-31	$28,128
Total plan assets at end of year	2016-12-31	$4,250,104
Total plan assets at beginning of year	2016-12-31	$3,704,874
Value of fidelity bond covering the plan	2016-12-31	$430,000
Expenses. Other expenses not covered elsewhere	2016-12-31	$56
Other income received	2016-12-31	$249,358
Net income (gross income less expenses)	2016-12-31	$545,230
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$4,250,104
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$3,704,874
Total contributions received or receivable from employer(s)	2016-12-31	$324,000
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$28,072
2015 : HODGES, HARBIN, NEWBERRY & TRIBBLE, PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$173,698
Expenses. Total of all expenses incurred	2015-12-31	$22,203
Total plan assets at end of year	2015-12-31	$3,704,874
Total plan assets at beginning of year	2015-12-31	$3,553,379
Value of fidelity bond covering the plan	2015-12-31	$375,000
Expenses. Other expenses not covered elsewhere	2015-12-31	$198
Other income received	2015-12-31	$-150,302
Net income (gross income less expenses)	2015-12-31	$151,495
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$3,704,874
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$3,553,379
Total contributions received or receivable from employer(s)	2015-12-31	$324,000
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$22,005
2014 : HODGES, HARBIN, NEWBERRY & TRIBBLE, PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$483,061
Expenses. Total of all expenses incurred	2014-12-31	$53,737
Benefits paid (including direct rollovers)	2014-12-31	$43,187
Total plan assets at end of year	2014-12-31	$3,553,379
Total plan assets at beginning of year	2014-12-31	$3,124,055
Value of fidelity bond covering the plan	2014-12-31	$360,000
Expenses. Other expenses not covered elsewhere	2014-12-31	$15
Other income received	2014-12-31	$159,061
Net income (gross income less expenses)	2014-12-31	$429,324
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$3,553,379
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$3,124,055
Total contributions received or receivable from employer(s)	2014-12-31	$324,000
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$10,535
2013 : HODGES, HARBIN, NEWBERRY & TRIBBLE, PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$588,380
Expenses. Total of all expenses incurred	2013-12-31	$37,298
Benefits paid (including direct rollovers)	2013-12-31	$28,975
Total plan assets at end of year	2013-12-31	$3,124,055
Total plan assets at beginning of year	2013-12-31	$2,572,973
Value of fidelity bond covering the plan	2013-12-31	$320,000
Expenses. Other expenses not covered elsewhere	2013-12-31	$11
Other income received	2013-12-31	$312,380
Net income (gross income less expenses)	2013-12-31	$551,082
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$3,124,055
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$2,572,973
Total contributions received or receivable from employer(s)	2013-12-31	$276,000
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$8,312
2012 : HODGES, HARBIN, NEWBERRY & TRIBBLE, PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$379,707
Expenses. Total of all expenses incurred	2012-12-31	$11,194
Benefits paid (including direct rollovers)	2012-12-31	$4,201
Total plan assets at end of year	2012-12-31	$2,572,972
Total plan assets at beginning of year	2012-12-31	$2,204,459
Value of fidelity bond covering the plan	2012-12-31	$225,000
Expenses. Other expenses not covered elsewhere	2012-12-31	$6,993
Other income received	2012-12-31	$139,707
Net income (gross income less expenses)	2012-12-31	$368,513
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$2,572,972
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$2,204,459
Total contributions received or receivable from employer(s)	2012-12-31	$240,000
2011 : HODGES, HARBIN, NEWBERRY & TRIBBLE, PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$305,045
Expenses. Total of all expenses incurred	2011-12-31	$12,012
Benefits paid (including direct rollovers)	2011-12-31	$6,069
Total plan assets at end of year	2011-12-31	$2,204,459
Total plan assets at beginning of year	2011-12-31	$1,911,426
Value of fidelity bond covering the plan	2011-12-31	$195,000
Expenses. Other expenses not covered elsewhere	2011-12-31	$5,943
Other income received	2011-12-31	$87,901
Net income (gross income less expenses)	2011-12-31	$293,033
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$2,204,459
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,911,426
Total contributions received or receivable from employer(s)	2011-12-31	$217,144
2010 : HODGES, HARBIN, NEWBERRY & TRIBBLE, PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$354,690
Expenses. Total of all expenses incurred	2010-12-31	$32,296
Benefits paid (including direct rollovers)	2010-12-31	$27,616
Total plan assets at end of year	2010-12-31	$1,911,426
Total plan assets at beginning of year	2010-12-31	$1,589,032
Value of fidelity bond covering the plan	2010-12-31	$160,000
Expenses. Other expenses not covered elsewhere	2010-12-31	$4,680
Other income received	2010-12-31	$154,690
Net income (gross income less expenses)	2010-12-31	$322,394
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,911,426
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,589,032
Total contributions received or receivable from employer(s)	2010-12-31	$200,000

Form 5500 Responses for HODGES, HARBIN, NEWBERRY & TRIBBLE, PROFIT SHARING PLAN

2016: HODGES, HARBIN, NEWBERRY & TRIBBLE, PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: HODGES, HARBIN, NEWBERRY & TRIBBLE, PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: HODGES, HARBIN, NEWBERRY & TRIBBLE, PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: HODGES, HARBIN, NEWBERRY & TRIBBLE, PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: HODGES, HARBIN, NEWBERRY & TRIBBLE, PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: HODGES, HARBIN, NEWBERRY & TRIBBLE, PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: HODGES, HARBIN, NEWBERRY & TRIBBLE, PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	HODGES, HARBIN, NEWBERRY & TRIBBLE
Employer identification number (EIN):	581914982
NAIC Classification:	541330
NAIC Description:	Engineering Services