401k Plan data: HENRY ELLIOTT 401(K) PLAN plan

HENRY ELLIOTT 401(K) PLAN 401k Plan overview

Plan Name	HENRY ELLIOTT 401(K) PLAN
Plan identification number	001

HENRY ELLIOTT 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
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

HENRY ELLIOTT & CO, INC. has sponsored the creation of one or more 401k plans.

Company Name: HENRY ELLIOTT & CO, INC.

Employer identification number (EIN): 043160761

NAIC Classification: 541511
NAIC Description: Custom Computer Programming Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HENRY ELLIOTT 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01 ROBBYN TOUBEKIS
001 2017-01-01 ROBBYN TOUBEKIS
001 2016-01-01 ROBBYN TOUBEKIS
001 2015-01-01 ROBBYN TOUBEKIS
001 2014-01-01 ROBBYN TOUBEKIS
001 2013-01-01 ROBBYN TOUBEKIS
001 2012-01-01 ROBBYN TOUBEKIS ROBBYN TOUBEKIS 2013-10-15
001 2011-01-01 KENNETH WAGNER 2012-10-12
001 2010-01-01 KENNETH WAGNER 2011-10-17
001 2009-01-01 KENNETH WAGNER

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01	ROBBYN TOUBEKIS
001	2017-01-01	ROBBYN TOUBEKIS
001	2016-01-01	ROBBYN TOUBEKIS
001	2015-01-01	ROBBYN TOUBEKIS
001	2014-01-01	ROBBYN TOUBEKIS
001	2013-01-01	ROBBYN TOUBEKIS
001	2012-01-01	ROBBYN TOUBEKIS		ROBBYN TOUBEKIS	2013-10-15
001	2011-01-01	KENNETH WAGNER	2012-10-12
001	2010-01-01	KENNETH WAGNER	2011-10-17
001	2009-01-01	KENNETH WAGNER

Plan Statistics for HENRY ELLIOTT 401(K) PLAN

401k plan membership statisitcs for HENRY ELLIOTT 401(K) PLAN

Measure Date Value
2022: HENRY ELLIOTT 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 68
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 27
Number of retired or separated participants receiving benefits 2022-01-01 1
Number of other retired or separated participants entitled to future benefits 2022-01-01 22
Total of all active and inactive participants 2022-01-01 50
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 50
Number of participants with account balances 2022-01-01 39
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: HENRY ELLIOTT 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 63
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 52
Number of retired or separated participants receiving benefits 2021-01-01 1
Number of other retired or separated participants entitled to future benefits 2021-01-01 15
Total of all active and inactive participants 2021-01-01 68
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 68
Number of participants with account balances 2021-01-01 45
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: HENRY ELLIOTT 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 62
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 41
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 22
Total of all active and inactive participants 2020-01-01 63
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 63
Number of participants with account balances 2020-01-01 43
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: HENRY ELLIOTT 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 67
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 39
Number of retired or separated participants receiving benefits 2019-01-01 2
Number of other retired or separated participants entitled to future benefits 2019-01-01 21
Total of all active and inactive participants 2019-01-01 62
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 62
Number of participants with account balances 2019-01-01 42
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: HENRY ELLIOTT 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 65
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 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 21
Total of all active and inactive participants 2018-01-01 67
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 67
Number of participants with account balances 2018-01-01 43
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: HENRY ELLIOTT 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 73
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 49
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 16
Total of all active and inactive participants 2017-01-01 65
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 65
Number of participants with account balances 2017-01-01 38
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: HENRY ELLIOTT 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 58
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 58
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 15
Total of all active and inactive participants 2016-01-01 73
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 73
Number of participants with account balances 2016-01-01 42
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: HENRY ELLIOTT 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 58
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 46
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 12
Total of all active and inactive participants 2015-01-01 58
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 58
Number of participants with account balances 2015-01-01 31
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: HENRY ELLIOTT 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 50
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 47
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 11
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 26
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: HENRY ELLIOTT 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 78
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 37
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 13
Total of all active and inactive participants 2013-01-01 50
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 50
Number of participants with account balances 2013-01-01 24
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: HENRY ELLIOTT 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 61
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 55
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 23
Total of all active and inactive participants 2012-01-01 78
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 78
Number of participants with account balances 2012-01-01 36
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2009: HENRY ELLIOTT 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 59
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 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 20
Total of all active and inactive participants 2009-01-01 67
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 67
Number of participants with account balances 2009-01-01 35
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2022: HENRY ELLIOTT 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	68
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	27
Number of retired or separated participants receiving benefits	2022-01-01	1
Number of other retired or separated participants entitled to future benefits	2022-01-01	22
Total of all active and inactive participants	2022-01-01	50
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	50
Number of participants with account balances	2022-01-01	39
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: HENRY ELLIOTT 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	63
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	52
Number of retired or separated participants receiving benefits	2021-01-01	1
Number of other retired or separated participants entitled to future benefits	2021-01-01	15
Total of all active and inactive participants	2021-01-01	68
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	68
Number of participants with account balances	2021-01-01	45
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: HENRY ELLIOTT 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	62
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	41
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	22
Total of all active and inactive participants	2020-01-01	63
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	63
Number of participants with account balances	2020-01-01	43
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: HENRY ELLIOTT 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	67
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	39
Number of retired or separated participants receiving benefits	2019-01-01	2
Number of other retired or separated participants entitled to future benefits	2019-01-01	21
Total of all active and inactive participants	2019-01-01	62
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	62
Number of participants with account balances	2019-01-01	42
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: HENRY ELLIOTT 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	65
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	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	21
Total of all active and inactive participants	2018-01-01	67
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	67
Number of participants with account balances	2018-01-01	43
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: HENRY ELLIOTT 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	73
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	49
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	16
Total of all active and inactive participants	2017-01-01	65
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	65
Number of participants with account balances	2017-01-01	38
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: HENRY ELLIOTT 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	58
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	58
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	15
Total of all active and inactive participants	2016-01-01	73
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	73
Number of participants with account balances	2016-01-01	42
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: HENRY ELLIOTT 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	58
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	46
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	12
Total of all active and inactive participants	2015-01-01	58
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	58
Number of participants with account balances	2015-01-01	31
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: HENRY ELLIOTT 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	50
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	47
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	11
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	26
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: HENRY ELLIOTT 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	78
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	37
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	13
Total of all active and inactive participants	2013-01-01	50
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	50
Number of participants with account balances	2013-01-01	24
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: HENRY ELLIOTT 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	61
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	55
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	23
Total of all active and inactive participants	2012-01-01	78
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	78
Number of participants with account balances	2012-01-01	36
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2009: HENRY ELLIOTT 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	59
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	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	20
Total of all active and inactive participants	2009-01-01	67
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	67
Number of participants with account balances	2009-01-01	35
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on HENRY ELLIOTT 401(K) PLAN

Measure	Date	Value
2022 : HENRY ELLIOTT 401(K) PLAN 2022 401k financial data
Transfers to/from the plan	2022-12-31	$0
Total plan liabilities at end of year	2022-12-31	$0
Total plan liabilities at beginning of year	2022-12-31	$0
Total income from all sources	2022-12-31	$-844,867
Expenses. Total of all expenses incurred	2022-12-31	$431,406
Benefits paid (including direct rollovers)	2022-12-31	$414,712
Total plan assets at end of year	2022-12-31	$4,531,546
Total plan assets at beginning of year	2022-12-31	$5,807,819
Value of fidelity bond covering the plan	2022-12-31	$3,000,000
Assets. Value of tangible personal property	2022-12-31	$0
Total contributions received or receivable from participants	2022-12-31	$216,218
Assets. Value of loans (other than to participants)	2022-12-31	$0
Expenses. Other expenses not covered elsewhere	2022-12-31	$0
Contributions received from other sources (not participants or employers)	2022-12-31	$0
Other income received	2022-12-31	$-1,061,085
Noncash contributions received	2022-12-31	$0
Net income (gross income less expenses)	2022-12-31	$-1,276,273
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$4,531,546
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$5,807,819
Assets. Value of participant loans	2022-12-31	$28,884
Assets. Value of assets in partnership/joint-venture interests	2022-12-31	$0
Assets. Value of real-estate (other than employer real property)	2022-12-31	$0
Assets. Value of employer securities	2022-12-31	$0
Assets. Value of employer real property	2022-12-31	$0
Total contributions received or receivable from employer(s)	2022-12-31	$0
Value of certain deemed distributions of participant loans	2022-12-31	$0
Value of corrective distributions	2022-12-31	$16,594
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$100
2021 : HENRY ELLIOTT 401(K) PLAN 2021 401k financial data
Transfers to/from the plan	2021-12-31	$0
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	$1,078,998
Expenses. Total of all expenses incurred	2021-12-31	$208,840
Benefits paid (including direct rollovers)	2021-12-31	$208,684
Total plan assets at end of year	2021-12-31	$5,807,819
Total plan assets at beginning of year	2021-12-31	$4,937,661
Value of fidelity bond covering the plan	2021-12-31	$3,000,000
Assets. Value of tangible personal property	2021-12-31	$0
Total contributions received or receivable from participants	2021-12-31	$241,964
Assets. Value of loans (other than to participants)	2021-12-31	$0
Expenses. Other expenses not covered elsewhere	2021-12-31	$0
Contributions received from other sources (not participants or employers)	2021-12-31	$101,415
Other income received	2021-12-31	$735,619
Noncash contributions received	2021-12-31	$0
Net income (gross income less expenses)	2021-12-31	$870,158
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$5,807,819
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$4,937,661
Assets. Value of participant loans	2021-12-31	$39,656
Assets. Value of assets in partnership/joint-venture interests	2021-12-31	$0
Assets. Value of real-estate (other than employer real property)	2021-12-31	$0
Assets. Value of employer securities	2021-12-31	$0
Assets. Value of employer real property	2021-12-31	$0
Total contributions received or receivable from employer(s)	2021-12-31	$0
Value of certain deemed distributions of participant loans	2021-12-31	$0
Value of corrective distributions	2021-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$156
2020 : HENRY ELLIOTT 401(K) PLAN 2020 401k financial data
Transfers to/from the plan	2020-12-31	$0
Total plan liabilities at end of year	2020-12-31	$0
Total plan liabilities at beginning of year	2020-12-31	$0
Total income from all sources	2020-12-31	$788,063
Expenses. Total of all expenses incurred	2020-12-31	$122,117
Benefits paid (including direct rollovers)	2020-12-31	$101,856
Total plan assets at end of year	2020-12-31	$4,937,661
Total plan assets at beginning of year	2020-12-31	$4,271,715
Value of fidelity bond covering the plan	2020-12-31	$3,000,000
Assets. Value of tangible personal property	2020-12-31	$0
Total contributions received or receivable from participants	2020-12-31	$251,279
Assets. Value of loans (other than to participants)	2020-12-31	$0
Expenses. Other expenses not covered elsewhere	2020-12-31	$0
Contributions received from other sources (not participants or employers)	2020-12-31	$0
Other income received	2020-12-31	$536,784
Noncash contributions received	2020-12-31	$0
Net income (gross income less expenses)	2020-12-31	$665,946
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$4,937,661
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$4,271,715
Assets. Value of participant loans	2020-12-31	$11,970
Assets. Value of assets in partnership/joint-venture interests	2020-12-31	$0
Assets. Value of real-estate (other than employer real property)	2020-12-31	$0
Assets. Value of employer securities	2020-12-31	$0
Assets. Value of employer real property	2020-12-31	$0
Total contributions received or receivable from employer(s)	2020-12-31	$0
Value of certain deemed distributions of participant loans	2020-12-31	$0
Value of corrective distributions	2020-12-31	$20,211
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$50
2019 : HENRY ELLIOTT 401(K) PLAN 2019 401k financial data
Transfers to/from the plan	2019-12-31	$0
Total plan liabilities at end of year	2019-12-31	$0
Total plan liabilities at beginning of year	2019-12-31	$0
Total income from all sources	2019-12-31	$987,775
Expenses. Total of all expenses incurred	2019-12-31	$250,818
Benefits paid (including direct rollovers)	2019-12-31	$223,256
Total plan assets at end of year	2019-12-31	$4,271,715
Total plan assets at beginning of year	2019-12-31	$3,534,758
Value of fidelity bond covering the plan	2019-12-31	$3,000,000
Total contributions received or receivable from participants	2019-12-31	$240,074
Expenses. Other expenses not covered elsewhere	2019-12-31	$0
Contributions received from other sources (not participants or employers)	2019-12-31	$0
Other income received	2019-12-31	$747,701
Noncash contributions received	2019-12-31	$0
Net income (gross income less expenses)	2019-12-31	$736,957
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$4,271,715
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$3,534,758
Assets. Value of participant loans	2019-12-31	$21,067
Total contributions received or receivable from employer(s)	2019-12-31	$0
Value of certain deemed distributions of participant loans	2019-12-31	$9,341
Value of corrective distributions	2019-12-31	$18,002
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$219
2018 : HENRY ELLIOTT 401(K) PLAN 2018 401k financial data
Transfers to/from the plan	2018-12-31	$0
Total plan liabilities at end of year	2018-12-31	$0
Total plan liabilities at beginning of year	2018-12-31	$0
Total income from all sources	2018-12-31	$52,114
Expenses. Total of all expenses incurred	2018-12-31	$193,229
Benefits paid (including direct rollovers)	2018-12-31	$178,943
Total plan assets at end of year	2018-12-31	$3,534,758
Total plan assets at beginning of year	2018-12-31	$3,675,873
Value of fidelity bond covering the plan	2018-12-31	$3,000,000
Total contributions received or receivable from participants	2018-12-31	$316,463
Expenses. Other expenses not covered elsewhere	2018-12-31	$0
Contributions received from other sources (not participants or employers)	2018-12-31	$0
Other income received	2018-12-31	$-264,349
Noncash contributions received	2018-12-31	$0
Net income (gross income less expenses)	2018-12-31	$-141,115
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$3,534,758
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$3,675,873
Assets. Value of participant loans	2018-12-31	$71,804
Total contributions received or receivable from employer(s)	2018-12-31	$0
Value of certain deemed distributions of participant loans	2018-12-31	$0
Value of corrective distributions	2018-12-31	$14,111
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$175
2017 : HENRY ELLIOTT 401(K) PLAN 2017 401k financial data
Transfers to/from the plan	2017-12-31	$0
Total plan liabilities at end of year	2017-12-31	$0
Total plan liabilities at beginning of year	2017-12-31	$0
Total income from all sources	2017-12-31	$845,113
Expenses. Total of all expenses incurred	2017-12-31	$26,019
Benefits paid (including direct rollovers)	2017-12-31	$25,781
Total plan assets at end of year	2017-12-31	$3,675,873
Total plan assets at beginning of year	2017-12-31	$2,856,779
Value of fidelity bond covering the plan	2017-12-31	$3,000,000
Assets. Value of tangible personal property	2017-12-31	$0
Total contributions received or receivable from participants	2017-12-31	$366,044
Assets. Value of loans (other than to participants)	2017-12-31	$0
Expenses. Other expenses not covered elsewhere	2017-12-31	$0
Contributions received from other sources (not participants or employers)	2017-12-31	$0
Other income received	2017-12-31	$479,069
Noncash contributions received	2017-12-31	$0
Net income (gross income less expenses)	2017-12-31	$819,094
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$3,675,873
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$2,856,779
Assets. Value of participant loans	2017-12-31	$84,142
Assets. Value of assets in partnership/joint-venture interests	2017-12-31	$0
Assets. Value of real-estate (other than employer real property)	2017-12-31	$0
Assets. Value of employer securities	2017-12-31	$0
Assets. Value of employer real property	2017-12-31	$0
Total contributions received or receivable from employer(s)	2017-12-31	$0
Value of certain deemed distributions of participant loans	2017-12-31	$0
Value of corrective distributions	2017-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$238
2016 : HENRY ELLIOTT 401(K) PLAN 2016 401k financial data
Transfers to/from the plan	2016-12-31	$0
Total plan liabilities at end of year	2016-12-31	$0
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$536,969
Expenses. Total of all expenses incurred	2016-12-31	$16,310
Benefits paid (including direct rollovers)	2016-12-31	$15,954
Total plan assets at end of year	2016-12-31	$2,856,779
Total plan assets at beginning of year	2016-12-31	$2,336,120
Value of fidelity bond covering the plan	2016-12-31	$3,000,000
Total contributions received or receivable from participants	2016-12-31	$288,242
Expenses. Other expenses not covered elsewhere	2016-12-31	$0
Contributions received from other sources (not participants or employers)	2016-12-31	$34,944
Other income received	2016-12-31	$213,783
Noncash contributions received	2016-12-31	$0
Net income (gross income less expenses)	2016-12-31	$520,659
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$2,856,779
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$2,336,120
Assets. Value of participant loans	2016-12-31	$61,469
Total contributions received or receivable from employer(s)	2016-12-31	$0
Value of certain deemed distributions of participant loans	2016-12-31	$0
Value of corrective distributions	2016-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$356
2015 : HENRY ELLIOTT 401(K) PLAN 2015 401k financial data
Transfers to/from the plan	2015-12-31	$0
Total plan liabilities at end of year	2015-12-31	$0
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$192,797
Expenses. Total of all expenses incurred	2015-12-31	$20,564
Benefits paid (including direct rollovers)	2015-12-31	$7,900
Total plan assets at end of year	2015-12-31	$2,336,120
Total plan assets at beginning of year	2015-12-31	$2,163,887
Value of fidelity bond covering the plan	2015-12-31	$3,000,000
Total contributions received or receivable from participants	2015-12-31	$217,549
Expenses. Other expenses not covered elsewhere	2015-12-31	$0
Contributions received from other sources (not participants or employers)	2015-12-31	$14,630
Other income received	2015-12-31	$-39,382
Noncash contributions received	2015-12-31	$0
Net income (gross income less expenses)	2015-12-31	$172,233
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$2,336,120
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$2,163,887
Assets. Value of participant loans	2015-12-31	$32,196
Total contributions received or receivable from employer(s)	2015-12-31	$0
Value of certain deemed distributions of participant loans	2015-12-31	$0
Value of corrective distributions	2015-12-31	$12,614
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$50
2014 : HENRY ELLIOTT 401(K) PLAN 2014 401k financial data
Transfers to/from the plan	2014-12-31	$0
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$285,515
Expenses. Total of all expenses incurred	2014-12-31	$41,024
Benefits paid (including direct rollovers)	2014-12-31	$19,440
Total plan assets at end of year	2014-12-31	$2,163,887
Total plan assets at beginning of year	2014-12-31	$1,919,396
Value of fidelity bond covering the plan	2014-12-31	$3,000,000
Total contributions received or receivable from participants	2014-12-31	$181,289
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$4,946
Other income received	2014-12-31	$99,280
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$244,491
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$2,163,887
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,919,396
Assets. Value of participant loans	2014-12-31	$27,450
Total contributions received or receivable from employer(s)	2014-12-31	$0
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$21,509
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$75
2013 : HENRY ELLIOTT 401(K) PLAN 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
Total plan liabilities at end of year	2013-12-31	$0
Total income from all sources	2013-12-31	$368,725
Expenses. Total of all expenses incurred	2013-12-31	$126,085
Benefits paid (including direct rollovers)	2013-12-31	$109,205
Total plan assets at end of year	2013-12-31	$1,919,396
Total plan assets at beginning of year	2013-12-31	$1,676,756
Value of fidelity bond covering the plan	2013-12-31	$3,000,000
Total contributions received or receivable from participants	2013-12-31	$138,431
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$230,294
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$242,640
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,919,396
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,676,756
Assets. Value of participant loans	2013-12-31	$43,185
Total contributions received or receivable from employer(s)	2013-12-31	$0
Value of certain deemed distributions of participant loans	2013-12-31	$4,561
Value of corrective distributions	2013-12-31	$12,075
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$244
2012 : HENRY ELLIOTT 401(K) PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$395,937
Expenses. Total of all expenses incurred	2012-12-31	$72,104
Benefits paid (including direct rollovers)	2012-12-31	$72,104
Total plan assets at end of year	2012-12-31	$1,676,756
Total plan assets at beginning of year	2012-12-31	$1,352,923
Value of fidelity bond covering the plan	2012-12-31	$3,000,000
Total contributions received or receivable from participants	2012-12-31	$128,737
Contributions received from other sources (not participants or employers)	2012-12-31	$62,060
Other income received	2012-12-31	$205,140
Net income (gross income less expenses)	2012-12-31	$323,833
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,676,756
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,352,923
Assets. Value of participant loans	2012-12-31	$42,267
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0

Form 5500 Responses for HENRY ELLIOTT 401(K) PLAN

2022: HENRY ELLIOTT 401(K) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	This submission is the final filing	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: HENRY ELLIOTT 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	This submission is the final filing	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: HENRY ELLIOTT 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	This submission is the final filing	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: HENRY ELLIOTT 401(K) 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: HENRY ELLIOTT 401(K) 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: HENRY ELLIOTT 401(K) 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	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: HENRY ELLIOTT 401(K) 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: HENRY ELLIOTT 401(K) 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: HENRY ELLIOTT 401(K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: HENRY ELLIOTT 401(K) 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 – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: HENRY ELLIOTT 401(K) 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 funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2009: HENRY ELLIOTT 401(K) 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

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

Company Name:	HENRY ELLIOTT & CO, INC.
Employer identification number (EIN):	043160761
NAIC Classification:	541511
NAIC Description:	Custom Computer Programming Services