HODGES DOUGHTY & CARSON PLLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan HODGES DOUGHTY & CARSON 401(K) PROFIT SHARING PLAN
401k plan membership statisitcs for HODGES DOUGHTY & CARSON 401(K) PROFIT SHARING PLAN
Measure | Date | Value |
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2022: HODGES DOUGHTY & CARSON 401(K) PROFIT SHARING PLAN 2022 401k membership |
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Total participants, beginning-of-year | 2022-01-01 | 55 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 28 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 8 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 16 |
Total of all active and inactive participants | 2022-01-01 | 52 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 52 |
Number of participants with account balances | 2022-01-01 | 52 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: HODGES DOUGHTY & CARSON 401(K) PROFIT SHARING PLAN 2021 401k membership |
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Total participants, beginning-of-year | 2021-01-01 | 58 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 29 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 6 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 19 |
Total of all active and inactive participants | 2021-01-01 | 54 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 54 |
Number of participants with account balances | 2021-01-01 | 53 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: HODGES DOUGHTY & CARSON 401(K) PROFIT SHARING PLAN 2020 401k membership |
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Total participants, beginning-of-year | 2020-01-01 | 60 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 35 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 7 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 13 |
Total of all active and inactive participants | 2020-01-01 | 55 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 55 |
Number of participants with account balances | 2020-01-01 | 55 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: HODGES DOUGHTY & CARSON 401(K) PROFIT SHARING PLAN 2019 401k membership |
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Total participants, beginning-of-year | 2019-01-01 | 59 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 37 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 5 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 15 |
Total of all active and inactive participants | 2019-01-01 | 57 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 57 |
Number of participants with account balances | 2019-01-01 | 55 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: HODGES DOUGHTY & CARSON 401(K) PROFIT SHARING PLAN 2018 401k membership |
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Total participants, beginning-of-year | 2018-01-01 | 61 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 46 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 4 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 9 |
Total of all active and inactive participants | 2018-01-01 | 59 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 59 |
Number of participants with account balances | 2018-01-01 | 59 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: HODGES DOUGHTY & CARSON 401(K) PROFIT SHARING PLAN 2017 401k membership |
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Total participants, beginning-of-year | 2017-01-01 | 61 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 45 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 7 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 8 |
Total of all active and inactive participants | 2017-01-01 | 60 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 60 |
Number of participants with account balances | 2017-01-01 | 57 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: HODGES DOUGHTY & CARSON 401(K) PROFIT SHARING PLAN 2016 401k membership |
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Total participants, beginning-of-year | 2016-01-01 | 60 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 45 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 7 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 5 |
Total of all active and inactive participants | 2016-01-01 | 57 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 57 |
Number of participants with account balances | 2016-01-01 | 55 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: HODGES DOUGHTY & CARSON 401(K) PROFIT SHARING PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 61 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 42 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 9 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 6 |
Total of all active and inactive participants | 2015-01-01 | 57 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 57 |
Number of participants with account balances | 2015-01-01 | 57 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: HODGES DOUGHTY & CARSON 401(K) PROFIT SHARING PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 60 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 42 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 8 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 8 |
Total of all active and inactive participants | 2014-01-01 | 58 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 58 |
Number of participants with account balances | 2014-01-01 | 56 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: HODGES DOUGHTY & CARSON 401(K) PROFIT SHARING PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 61 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 41 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 6 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 9 |
Total of all active and inactive participants | 2013-01-01 | 56 |
Total participants | 2013-01-01 | 56 |
Number of participants with account balances | 2013-01-01 | 56 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: HODGES DOUGHTY & CARSON 401(K) PROFIT SHARING PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 69 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 45 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 8 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 8 |
Total of all active and inactive participants | 2012-01-01 | 61 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 1 |
Total participants | 2012-01-01 | 62 |
Number of participants with account balances | 2012-01-01 | 61 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: HODGES DOUGHTY & CARSON 401(K) PROFIT SHARING PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 70 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 50 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 8 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 11 |
Total of all active and inactive participants | 2011-01-01 | 69 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 69 |
Number of participants with account balances | 2011-01-01 | 69 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2010: HODGES DOUGHTY & CARSON 401(K) PROFIT SHARING PLAN 2010 401k membership |
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Total participants, beginning-of-year | 2010-01-01 | 69 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 49 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 6 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 12 |
Total of all active and inactive participants | 2010-01-01 | 67 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
Total participants | 2010-01-01 | 67 |
Number of participants with account balances | 2010-01-01 | 67 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 0 |
2009: HODGES DOUGHTY & CARSON 401(K) PROFIT SHARING PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 68 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 47 |
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 | 11 |
Total of all active and inactive participants | 2009-01-01 | 64 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 64 |
Number of participants with account balances | 2009-01-01 | 63 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
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2022 : HODGES DOUGHTY & CARSON 401(K) PROFIT SHARING PLAN 2022 401k financial data |
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Total plan liabilities at beginning of year | 2022-12-31 | $0 |
Total income from all sources | 2022-12-31 | $-2,348,331 |
Expenses. Total of all expenses incurred | 2022-12-31 | $980,807 |
Benefits paid (including direct rollovers) | 2022-12-31 | $923,845 |
Total plan assets at end of year | 2022-12-31 | $16,045,001 |
Total plan assets at beginning of year | 2022-12-31 | $19,374,139 |
Value of fidelity bond covering the plan | 2022-12-31 | $500,000 |
Total contributions received or receivable from participants | 2022-12-31 | $307,619 |
Assets. Value of loans (other than to participants) | 2022-12-31 | $25,759 |
Contributions received from other sources (not participants or employers) | 2022-12-31 | $96,691 |
Other income received | 2022-12-31 | $-2,996,202 |
Net income (gross income less expenses) | 2022-12-31 | $-3,329,138 |
Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $16,045,001 |
Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $19,374,139 |
Assets. Value of participant loans | 2022-12-31 | $41,021 |
Assets. Value of assets in partnership/joint-venture interests | 2022-12-31 | $9,328 |
Assets. Value of real-estate (other than employer real property) | 2022-12-31 | $191,648 |
Total contributions received or receivable from employer(s) | 2022-12-31 | $243,561 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $56,962 |
2021 : HODGES DOUGHTY & CARSON 401(K) PROFIT SHARING PLAN 2021 401k financial data |
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Total plan liabilities at end of year | 2021-12-31 | $0 |
Total plan liabilities at beginning of year | 2021-12-31 | $0 |
Total income from all sources | 2021-12-31 | $3,090,666 |
Expenses. Total of all expenses incurred | 2021-12-31 | $1,689,116 |
Benefits paid (including direct rollovers) | 2021-12-31 | $1,629,232 |
Total plan assets at end of year | 2021-12-31 | $19,374,139 |
Total plan assets at beginning of year | 2021-12-31 | $17,972,589 |
Value of fidelity bond covering the plan | 2021-12-31 | $500,000 |
Total contributions received or receivable from participants | 2021-12-31 | $276,949 |
Assets. Value of loans (other than to participants) | 2021-12-31 | $33,069 |
Expenses. Other expenses not covered elsewhere | 2021-12-31 | $6,226 |
Other income received | 2021-12-31 | $2,536,288 |
Net income (gross income less expenses) | 2021-12-31 | $1,401,550 |
Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $19,374,139 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $17,972,589 |
Assets. Value of participant loans | 2021-12-31 | $42,370 |
Assets. Value of assets in partnership/joint-venture interests | 2021-12-31 | $9,328 |
Assets. Value of real-estate (other than employer real property) | 2021-12-31 | $209,641 |
Total contributions received or receivable from employer(s) | 2021-12-31 | $277,429 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $53,658 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
2020 : HODGES DOUGHTY & CARSON 401(K) PROFIT SHARING PLAN 2020 401k financial data |
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Total income from all sources | 2020-12-31 | $2,522,011 |
Expenses. Total of all expenses incurred | 2020-12-31 | $4,721,210 |
Benefits paid (including direct rollovers) | 2020-12-31 | $4,661,576 |
Total plan assets at end of year | 2020-12-31 | $17,972,589 |
Total plan assets at beginning of year | 2020-12-31 | $20,171,788 |
Value of fidelity bond covering the plan | 2020-12-31 | $500,000 |
Total contributions received or receivable from participants | 2020-12-31 | $321,569 |
Assets. Value of loans (other than to participants) | 2020-12-31 | $41,770 |
Expenses. Other expenses not covered elsewhere | 2020-12-31 | $10,200 |
Contributions received from other sources (not participants or employers) | 2020-12-31 | $17,228 |
Other income received | 2020-12-31 | $1,866,533 |
Net income (gross income less expenses) | 2020-12-31 | $-2,199,199 |
Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $17,972,589 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $20,171,788 |
Assets. Value of participant loans | 2020-12-31 | $86,126 |
Assets. Value of assets in partnership/joint-venture interests | 2020-12-31 | $9,849 |
Assets. Value of real-estate (other than employer real property) | 2020-12-31 | $209,641 |
Total contributions received or receivable from employer(s) | 2020-12-31 | $316,681 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $49,434 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
2019 : HODGES DOUGHTY & CARSON 401(K) PROFIT SHARING PLAN 2019 401k financial data |
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Total income from all sources | 2019-12-31 | $4,364,817 |
Expenses. Total of all expenses incurred | 2019-12-31 | $4,023,217 |
Benefits paid (including direct rollovers) | 2019-12-31 | $3,958,160 |
Total plan assets at end of year | 2019-12-31 | $20,171,788 |
Total plan assets at beginning of year | 2019-12-31 | $19,830,188 |
Value of fidelity bond covering the plan | 2019-12-31 | $500,000 |
Total contributions received or receivable from participants | 2019-12-31 | $187,935 |
Assets. Value of loans (other than to participants) | 2019-12-31 | $1,325,680 |
Expenses. Other expenses not covered elsewhere | 2019-12-31 | $4,252 |
Contributions received from other sources (not participants or employers) | 2019-12-31 | $490,458 |
Other income received | 2019-12-31 | $3,193,927 |
Net income (gross income less expenses) | 2019-12-31 | $341,600 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $20,171,788 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $19,830,188 |
Assets. Value of participant loans | 2019-12-31 | $105,786 |
Assets. Value of assets in partnership/joint-venture interests | 2019-12-31 | $9,849 |
Assets. Value of real-estate (other than employer real property) | 2019-12-31 | $209,641 |
Total contributions received or receivable from employer(s) | 2019-12-31 | $492,497 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $60,805 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
2018 : HODGES DOUGHTY & CARSON 401(K) PROFIT SHARING PLAN 2018 401k financial data |
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Total income from all sources | 2018-12-31 | $480,628 |
Expenses. Total of all expenses incurred | 2018-12-31 | $9,826,475 |
Benefits paid (including direct rollovers) | 2018-12-31 | $9,747,293 |
Total plan assets at end of year | 2018-12-31 | $19,830,188 |
Total plan assets at beginning of year | 2018-12-31 | $29,176,035 |
Value of fidelity bond covering the plan | 2018-12-31 | $500,000 |
Total contributions received or receivable from participants | 2018-12-31 | $263,044 |
Assets. Value of loans (other than to participants) | 2018-12-31 | $1,418,089 |
Expenses. Other expenses not covered elsewhere | 2018-12-31 | $32,798 |
Contributions received from other sources (not participants or employers) | 2018-12-31 | $219,640 |
Other income received | 2018-12-31 | $-581,180 |
Net income (gross income less expenses) | 2018-12-31 | $-9,345,847 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $19,830,188 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $29,176,035 |
Assets. Value of participant loans | 2018-12-31 | $110,336 |
Assets. Value of assets in partnership/joint-venture interests | 2018-12-31 | $9,849 |
Assets. Value of real-estate (other than employer real property) | 2018-12-31 | $209,641 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $579,124 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $46,384 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
2017 : HODGES DOUGHTY & CARSON 401(K) PROFIT SHARING PLAN 2017 401k financial data |
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Total income from all sources | 2017-12-31 | $4,526,947 |
Expenses. Total of all expenses incurred | 2017-12-31 | $760,297 |
Benefits paid (including direct rollovers) | 2017-12-31 | $660,255 |
Total plan assets at end of year | 2017-12-31 | $29,176,035 |
Total plan assets at beginning of year | 2017-12-31 | $25,409,385 |
Value of fidelity bond covering the plan | 2017-12-31 | $500,000 |
Total contributions received or receivable from participants | 2017-12-31 | $293,391 |
Assets. Value of loans (other than to participants) | 2017-12-31 | $650,949 |
Expenses. Other expenses not covered elsewhere | 2017-12-31 | $13,415 |
Contributions received from other sources (not participants or employers) | 2017-12-31 | $32,097 |
Other income received | 2017-12-31 | $3,653,546 |
Net income (gross income less expenses) | 2017-12-31 | $3,766,650 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $29,176,035 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $25,409,385 |
Assets. Value of participant loans | 2017-12-31 | $98,617 |
Assets. Value of assets in partnership/joint-venture interests | 2017-12-31 | $15,000 |
Assets. Value of real-estate (other than employer real property) | 2017-12-31 | $300,478 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $547,913 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $86,627 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
2016 : HODGES DOUGHTY & CARSON 401(K) PROFIT SHARING PLAN 2016 401k financial data |
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Total income from all sources | 2016-12-31 | $2,593,120 |
Expenses. Total of all expenses incurred | 2016-12-31 | $552,608 |
Benefits paid (including direct rollovers) | 2016-12-31 | $480,479 |
Total plan assets at end of year | 2016-12-31 | $25,409,385 |
Total plan assets at beginning of year | 2016-12-31 | $23,368,873 |
Value of fidelity bond covering the plan | 2016-12-31 | $500,000 |
Total contributions received or receivable from participants | 2016-12-31 | $258,892 |
Assets. Value of loans (other than to participants) | 2016-12-31 | $121,192 |
Expenses. Other expenses not covered elsewhere | 2016-12-31 | $3,287 |
Contributions received from other sources (not participants or employers) | 2016-12-31 | $41,910 |
Other income received | 2016-12-31 | $1,754,333 |
Net income (gross income less expenses) | 2016-12-31 | $2,040,512 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $25,409,385 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $23,368,873 |
Assets. Value of participant loans | 2016-12-31 | $128,764 |
Assets. Value of assets in partnership/joint-venture interests | 2016-12-31 | $15,030 |
Assets. Value of real-estate (other than employer real property) | 2016-12-31 | $157,200 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $537,985 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $68,842 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
2015 : HODGES DOUGHTY & CARSON 401(K) PROFIT SHARING PLAN 2015 401k financial data |
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Total income from all sources | 2015-12-31 | $290,767 |
Expenses. Total of all expenses incurred | 2015-12-31 | $805,579 |
Benefits paid (including direct rollovers) | 2015-12-31 | $720,944 |
Total plan assets at end of year | 2015-12-31 | $23,368,873 |
Total plan assets at beginning of year | 2015-12-31 | $23,883,685 |
Value of fidelity bond covering the plan | 2015-12-31 | $500,000 |
Total contributions received or receivable from participants | 2015-12-31 | $216,130 |
Assets. Value of loans (other than to participants) | 2015-12-31 | $137,279 |
Expenses. Other expenses not covered elsewhere | 2015-12-31 | $4,510 |
Other income received | 2015-12-31 | $-429,827 |
Net income (gross income less expenses) | 2015-12-31 | $-514,812 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $23,368,873 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $23,883,685 |
Assets. Value of participant loans | 2015-12-31 | $110,108 |
Assets. Value of assets in partnership/joint-venture interests | 2015-12-31 | $30,384 |
Assets. Value of real-estate (other than employer real property) | 2015-12-31 | $157,200 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $504,464 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $80,125 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
2014 : HODGES DOUGHTY & CARSON 401(K) PROFIT SHARING PLAN 2014 401k financial data |
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Total income from all sources | 2014-12-31 | $2,081,811 |
Expenses. Total of all expenses incurred | 2014-12-31 | $701,727 |
Benefits paid (including direct rollovers) | 2014-12-31 | $628,184 |
Total plan assets at end of year | 2014-12-31 | $23,941,999 |
Total plan assets at beginning of year | 2014-12-31 | $22,561,915 |
Value of fidelity bond covering the plan | 2014-12-31 | $500,000 |
Total contributions received or receivable from participants | 2014-12-31 | $187,599 |
Assets. Value of loans (other than to participants) | 2014-12-31 | $137,301 |
Expenses. Other expenses not covered elsewhere | 2014-12-31 | $5,284 |
Contributions received from other sources (not participants or employers) | 2014-12-31 | $103,940 |
Other income received | 2014-12-31 | $1,275,708 |
Net income (gross income less expenses) | 2014-12-31 | $1,380,084 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $23,941,999 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $22,561,915 |
Assets. Value of participant loans | 2014-12-31 | $204,651 |
Assets. Value of assets in partnership/joint-venture interests | 2014-12-31 | $33,019 |
Assets. Value of real-estate (other than employer real property) | 2014-12-31 | $187,645 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $514,564 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $68,259 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
2013 : HODGES DOUGHTY & CARSON 401(K) PROFIT SHARING PLAN 2013 401k financial data |
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Total plan liabilities at beginning of year | 2013-12-31 | $0 |
Total income from all sources | 2013-12-31 | $4,189,229 |
Expenses. Total of all expenses incurred | 2013-12-31 | $4,594,377 |
Benefits paid (including direct rollovers) | 2013-12-31 | $4,509,651 |
Total plan assets at end of year | 2013-12-31 | $22,561,915 |
Total plan assets at beginning of year | 2013-12-31 | $22,967,063 |
Value of fidelity bond covering the plan | 2013-12-31 | $500,000 |
Total contributions received or receivable from participants | 2013-12-31 | $204,270 |
Assets. Value of loans (other than to participants) | 2013-12-31 | $81,862 |
Other income received | 2013-12-31 | $3,522,725 |
Net income (gross income less expenses) | 2013-12-31 | $-405,148 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $22,561,915 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $22,967,063 |
Assets. Value of participant loans | 2013-12-31 | $237,305 |
Assets. Value of assets in partnership/joint-venture interests | 2013-12-31 | $30,000 |
Assets. Value of real-estate (other than employer real property) | 2013-12-31 | $187,645 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $462,234 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $84,726 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
2012 : HODGES DOUGHTY & CARSON 401(K) PROFIT SHARING PLAN 2012 401k financial data |
---|
Total plan liabilities at end of year | 2012-12-31 | $0 |
Total plan liabilities at beginning of year | 2012-12-31 | $0 |
Total income from all sources | 2012-12-31 | $3,240,304 |
Expenses. Total of all expenses incurred | 2012-12-31 | $2,907,156 |
Benefits paid (including direct rollovers) | 2012-12-31 | $2,853,597 |
Total plan assets at end of year | 2012-12-31 | $22,967,063 |
Total plan assets at beginning of year | 2012-12-31 | $22,633,915 |
Value of fidelity bond covering the plan | 2012-12-31 | $500,000 |
Total contributions received or receivable from participants | 2012-12-31 | $200,232 |
Assets. Value of loans (other than to participants) | 2012-12-31 | $72,013 |
Expenses. Other expenses not covered elsewhere | 2012-12-31 | $1,187 |
Contributions received from other sources (not participants or employers) | 2012-12-31 | $0 |
Other income received | 2012-12-31 | $2,528,348 |
Net income (gross income less expenses) | 2012-12-31 | $333,148 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $22,967,063 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $22,633,915 |
Assets. Value of participant loans | 2012-12-31 | $158,190 |
Assets. Value of assets in partnership/joint-venture interests | 2012-12-31 | $90,865 |
Assets. Value of real-estate (other than employer real property) | 2012-12-31 | $108,830 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $511,724 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $52,372 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
2011 : HODGES DOUGHTY & CARSON 401(K) PROFIT SHARING PLAN 2011 401k financial data |
---|
Transfers to/from the plan | 2011-12-31 | $0 |
Total plan liabilities at end of year | 2011-12-31 | $0 |
Total plan liabilities at beginning of year | 2011-12-31 | $0 |
Total income from all sources | 2011-12-31 | $452,576 |
Expenses. Total of all expenses incurred | 2011-12-31 | $698,344 |
Benefits paid (including direct rollovers) | 2011-12-31 | $667,275 |
Total plan assets at end of year | 2011-12-31 | $22,633,915 |
Total plan assets at beginning of year | 2011-12-31 | $22,879,683 |
Value of fidelity bond covering the plan | 2011-12-31 | $500,000 |
Total contributions received or receivable from participants | 2011-12-31 | $176,307 |
Assets. Value of loans (other than to participants) | 2011-12-31 | $77,233 |
Expenses. Other expenses not covered elsewhere | 2011-12-31 | $31,069 |
Contributions received from other sources (not participants or employers) | 2011-12-31 | $11,313 |
Other income received | 2011-12-31 | $-283,492 |
Net income (gross income less expenses) | 2011-12-31 | $-245,768 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $22,633,915 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $22,879,683 |
Assets. Value of participant loans | 2011-12-31 | $65,856 |
Assets. Value of assets in partnership/joint-venture interests | 2011-12-31 | $30,000 |
Assets. Value of real-estate (other than employer real property) | 2011-12-31 | $90,837 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $548,448 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
2010 : HODGES DOUGHTY & CARSON 401(K) PROFIT SHARING PLAN 2010 401k financial data |
---|
Transfers to/from the plan | 2010-12-31 | $0 |
Total plan liabilities at end of year | 2010-12-31 | $0 |
Total plan liabilities at beginning of year | 2010-12-31 | $0 |
Total income from all sources | 2010-12-31 | $3,046,116 |
Expenses. Total of all expenses incurred | 2010-12-31 | $1,669,498 |
Benefits paid (including direct rollovers) | 2010-12-31 | $1,646,720 |
Total plan assets at end of year | 2010-12-31 | $22,879,683 |
Total plan assets at beginning of year | 2010-12-31 | $21,503,065 |
Value of fidelity bond covering the plan | 2010-12-31 | $500,000 |
Total contributions received or receivable from participants | 2010-12-31 | $206,876 |
Assets. Value of loans (other than to participants) | 2010-12-31 | $48,032 |
Expenses. Other expenses not covered elsewhere | 2010-12-31 | $22,778 |
Contributions received from other sources (not participants or employers) | 2010-12-31 | $50,570 |
Other income received | 2010-12-31 | $2,221,878 |
Noncash contributions received | 2010-12-31 | $0 |
Net income (gross income less expenses) | 2010-12-31 | $1,376,618 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $22,879,683 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $21,503,065 |
Assets. Value of assets in partnership/joint-venture interests | 2010-12-31 | $30,000 |
Assets. Value of real-estate (other than employer real property) | 2010-12-31 | $90,837 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $566,792 |
Value of certain deemed distributions of participant loans | 2010-12-31 | $0 |
Value of corrective distributions | 2010-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
2009 : HODGES DOUGHTY & CARSON 401(K) PROFIT SHARING PLAN 2009 401k financial data |
---|
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
2022: HODGES DOUGHTY & CARSON 401(K) PROFIT SHARING PLAN 2022 form 5500 responses |
---|
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Submission has been amended | No |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: HODGES DOUGHTY & CARSON 401(K) PROFIT SHARING 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 benefit arrangement - Trust | Yes |
2020: HODGES DOUGHTY & CARSON 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 – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: HODGES DOUGHTY & CARSON 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 – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: HODGES DOUGHTY & CARSON 401(K) PROFIT SHARING 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 benefit arrangement - Trust | Yes |
2017: HODGES DOUGHTY & CARSON 401(K) PROFIT SHARING 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 benefit arrangement - Trust | Yes |
2016: HODGES DOUGHTY & CARSON 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 – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: HODGES DOUGHTY & CARSON 401(K) PROFIT SHARING 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 benefit arrangement - Trust | Yes |
2014: HODGES DOUGHTY & CARSON 401(K) PROFIT SHARING PLAN 2014 form 5500 responses |
---|
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | Yes |
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 benefit arrangement - Trust | Yes |
2013: HODGES DOUGHTY & CARSON 401(K) PROFIT SHARING PLAN 2013 form 5500 responses |
---|
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Insurance | Yes |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement – Insurance | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: HODGES DOUGHTY & CARSON 401(K) PROFIT SHARING 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 – Insurance | Yes |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement – Insurance | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: HODGES DOUGHTY & CARSON 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 – Insurance | Yes |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement – Insurance | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2010: HODGES DOUGHTY & CARSON 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 | Yes |
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 – Insurance | Yes |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement – Insurance | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |
2009: HODGES DOUGHTY & CARSON 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 – Insurance | Yes |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement – Insurance | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |