401k Plan data: HAYES & SHERRY 401(K) PROFIT SHARING PLAN plan

HAYES & SHERRY 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	HAYES & SHERRY 401(K) PROFIT SHARING PLAN
Plan identification number	001

HAYES & SHERRY 401(K) PROFIT SHARING 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.
Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Participant-directed brokerage accounts provided as an investment option under the plan.
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

HAYES & SHERRY, LTD. has sponsored the creation of one or more 401k plans.

Company Name: HAYES & SHERRY, LTD.

Employer identification number (EIN): 050453575

NAIC Classification: 531210
NAIC Description: Offices of Real Estate Agents and Brokers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HAYES & SHERRY 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2021-01-01 KARL F. SHERRY, JR. 2022-10-06
001 2020-01-01 KARL F. SHERRY, JR. 2021-07-22
001 2019-01-01 KARL F. SHERRY, JR. 2020-07-20
001 2018-01-01
001 2017-01-01
001 2016-01-01
001 2015-01-01
001 2014-01-01 KARL F. SHERRY, JR.
001 2013-01-01 KARL F. SHERRY, JR.
001 2012-01-01 KARL F. SHERRY, JR.
001 2011-01-01 KARL F. SHERRY, JR.
001 2010-01-01 KARL F. SHERRY, JR.
001 2009-01-01 KARL F. SHERRY, JR.

Plan Statistics for HAYES & SHERRY 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for HAYES & SHERRY 401(K) PROFIT SHARING PLAN

Measure Date Value
2021: HAYES & SHERRY 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 10
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 0
Total of all active and inactive participants 2021-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 10
Number of participants with account balances 2021-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: HAYES & SHERRY 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 9
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 0
Total of all active and inactive participants 2020-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 9
Number of participants with account balances 2020-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: HAYES & SHERRY 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 8
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 0
Total of all active and inactive participants 2019-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 8
Number of participants with account balances 2019-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: HAYES & SHERRY 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 8
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 2
Total of all active and inactive participants 2018-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 10
Number of participants with account balances 2018-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: HAYES & SHERRY 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 8
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 2
Total of all active and inactive participants 2017-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 10
Number of participants with account balances 2017-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: HAYES & SHERRY 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 8
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 2
Total of all active and inactive participants 2016-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 10
Number of participants with account balances 2016-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: HAYES & SHERRY 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 8
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 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 8
Number of participants with account balances 2015-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: HAYES & SHERRY 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 8
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 2
Total of all active and inactive participants 2014-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 10
Number of participants with account balances 2014-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: HAYES & SHERRY 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 8
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 2
Total of all active and inactive participants 2013-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 10
Number of participants with account balances 2013-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: HAYES & SHERRY 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 8
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 2
Total of all active and inactive participants 2012-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 10
Number of participants with account balances 2012-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: HAYES & SHERRY 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 9
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 1
Total of all active and inactive participants 2011-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 10
Number of participants with account balances 2011-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: HAYES & SHERRY 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 9
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 1
Total of all active and inactive participants 2010-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 10
Number of participants with account balances 2010-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: HAYES & SHERRY 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 9
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 1
Total of all active and inactive participants 2009-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 10
Number of participants with account balances 2009-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2021: HAYES & SHERRY 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	10
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	0
Total of all active and inactive participants	2021-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	10
Number of participants with account balances	2021-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: HAYES & SHERRY 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	9
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	0
Total of all active and inactive participants	2020-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	9
Number of participants with account balances	2020-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: HAYES & SHERRY 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	8
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	0
Total of all active and inactive participants	2019-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	8
Number of participants with account balances	2019-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: HAYES & SHERRY 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	8
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	2
Total of all active and inactive participants	2018-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	10
Number of participants with account balances	2018-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: HAYES & SHERRY 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	8
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	2
Total of all active and inactive participants	2017-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	10
Number of participants with account balances	2017-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: HAYES & SHERRY 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	8
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	2
Total of all active and inactive participants	2016-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	10
Number of participants with account balances	2016-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: HAYES & SHERRY 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	8
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	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	8
Number of participants with account balances	2015-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: HAYES & SHERRY 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	8
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	2
Total of all active and inactive participants	2014-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	10
Number of participants with account balances	2014-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: HAYES & SHERRY 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	8
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	2
Total of all active and inactive participants	2013-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	10
Number of participants with account balances	2013-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: HAYES & SHERRY 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	8
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	2
Total of all active and inactive participants	2012-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	10
Number of participants with account balances	2012-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: HAYES & SHERRY 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	9
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	1
Total of all active and inactive participants	2011-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	10
Number of participants with account balances	2011-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: HAYES & SHERRY 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	9
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	1
Total of all active and inactive participants	2010-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	10
Number of participants with account balances	2010-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: HAYES & SHERRY 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	9
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	1
Total of all active and inactive participants	2009-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	10
Number of participants with account balances	2009-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on HAYES & SHERRY 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2021 : HAYES & SHERRY 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$727,242
Expenses. Total of all expenses incurred	2021-12-31	$1,348,225
Benefits paid (including direct rollovers)	2021-12-31	$1,347,815
Total plan assets at end of year	2021-12-31	$4,188,298
Total plan assets at beginning of year	2021-12-31	$4,809,281
Value of fidelity bond covering the plan	2021-12-31	$500,000
Total contributions received or receivable from participants	2021-12-31	$156,399
Other income received	2021-12-31	$543,700
Net income (gross income less expenses)	2021-12-31	$-620,983
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$4,188,298
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$4,809,281
Assets. Value of participant loans	2021-12-31	$11,462
Assets. Value of assets in partnership/joint-venture interests	2021-12-31	$0
Total contributions received or receivable from employer(s)	2021-12-31	$27,143
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$410
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
2020 : HAYES & SHERRY 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$825,702
Expenses. Total of all expenses incurred	2020-12-31	$17,815
Total plan assets at end of year	2020-12-31	$4,809,281
Total plan assets at beginning of year	2020-12-31	$4,001,394
Value of fidelity bond covering the plan	2020-12-31	$500,000
Total contributions received or receivable from participants	2020-12-31	$142,191
Other income received	2020-12-31	$657,742
Net income (gross income less expenses)	2020-12-31	$807,887
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$4,809,281
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$4,001,394
Assets. Value of participant loans	2020-12-31	$0
Assets. Value of assets in partnership/joint-venture interests	2020-12-31	$5,721
Total contributions received or receivable from employer(s)	2020-12-31	$25,769
Value of corrective distributions	2020-12-31	$9,143
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$8,672
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
2019 : HAYES & SHERRY 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$849,207
Expenses. Total of all expenses incurred	2019-12-31	$11,654
Benefits paid (including direct rollovers)	2019-12-31	$2,387
Total plan assets at end of year	2019-12-31	$4,001,394
Total plan assets at beginning of year	2019-12-31	$3,163,841
Value of fidelity bond covering the plan	2019-12-31	$500,000
Total contributions received or receivable from participants	2019-12-31	$119,743
Other income received	2019-12-31	$709,599
Net income (gross income less expenses)	2019-12-31	$837,553
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$4,001,394
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$3,163,841
Assets. Value of participant loans	2019-12-31	$3,294
Assets. Value of assets in partnership/joint-venture interests	2019-12-31	$8,682
Total contributions received or receivable from employer(s)	2019-12-31	$19,865
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$9,267
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
2018 : HAYES & SHERRY 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$-120,294
Expenses. Total of all expenses incurred	2018-12-31	$18,208
Benefits paid (including direct rollovers)	2018-12-31	$1,704
Total plan assets at end of year	2018-12-31	$3,163,841
Total plan assets at beginning of year	2018-12-31	$3,302,343
Value of fidelity bond covering the plan	2018-12-31	$500,000
Total contributions received or receivable from participants	2018-12-31	$111,146
Other income received	2018-12-31	$-251,236
Net income (gross income less expenses)	2018-12-31	$-138,502
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$3,163,841
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$3,302,343
Assets. Value of participant loans	2018-12-31	$9,677
Assets. Value of assets in partnership/joint-venture interests	2018-12-31	$12,394
Total contributions received or receivable from employer(s)	2018-12-31	$19,796
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$16,504
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
2017 : HAYES & SHERRY 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$581,235
Expenses. Total of all expenses incurred	2017-12-31	$13,109
Benefits paid (including direct rollovers)	2017-12-31	$2,023
Total plan assets at end of year	2017-12-31	$3,302,343
Total plan assets at beginning of year	2017-12-31	$2,734,217
Value of fidelity bond covering the plan	2017-12-31	$500,000
Total contributions received or receivable from participants	2017-12-31	$111,234
Other income received	2017-12-31	$450,693
Net income (gross income less expenses)	2017-12-31	$568,126
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$3,302,343
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$2,734,217
Assets. Value of participant loans	2017-12-31	$15,796
Assets. Value of assets in partnership/joint-venture interests	2017-12-31	$16,727
Total contributions received or receivable from employer(s)	2017-12-31	$19,308
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$11,086
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : HAYES & SHERRY 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$329,309
Expenses. Total of all expenses incurred	2016-12-31	$39,061
Benefits paid (including direct rollovers)	2016-12-31	$14,016
Total plan assets at end of year	2016-12-31	$2,734,217
Total plan assets at beginning of year	2016-12-31	$2,443,969
Value of fidelity bond covering the plan	2016-12-31	$500,000
Total contributions received or receivable from participants	2016-12-31	$108,605
Other income received	2016-12-31	$200,784
Net income (gross income less expenses)	2016-12-31	$290,248
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$2,734,217
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$2,443,969
Assets. Value of participant loans	2016-12-31	$26,407
Assets. Value of assets in partnership/joint-venture interests	2016-12-31	$20,490
Total contributions received or receivable from employer(s)	2016-12-31	$19,920
Value of corrective distributions	2016-12-31	$15,334
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$9,711
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : HAYES & SHERRY 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$79,394
Expenses. Total of all expenses incurred	2015-12-31	$27,738
Benefits paid (including direct rollovers)	2015-12-31	$17,246
Total plan assets at end of year	2015-12-31	$2,443,969
Total plan assets at beginning of year	2015-12-31	$2,392,313
Value of fidelity bond covering the plan	2015-12-31	$500,000
Total contributions received or receivable from participants	2015-12-31	$95,203
Other income received	2015-12-31	$-32,610
Net income (gross income less expenses)	2015-12-31	$51,656
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$2,443,969
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$2,392,313
Assets. Value of participant loans	2015-12-31	$50,346
Assets. Value of assets in partnership/joint-venture interests	2015-12-31	$24,998
Total contributions received or receivable from employer(s)	2015-12-31	$16,801
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$10,492
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : HAYES & SHERRY 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$170,876
Expenses. Total of all expenses incurred	2014-12-31	$0
Total plan assets at end of year	2014-12-31	$2,392,313
Total plan assets at beginning of year	2014-12-31	$2,221,437
Value of fidelity bond covering the plan	2014-12-31	$500,000
Total contributions received or receivable from participants	2014-12-31	$77,454
Other income received	2014-12-31	$77,061
Net income (gross income less expenses)	2014-12-31	$170,876
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$2,392,313
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$2,221,437
Assets. Value of participant loans	2014-12-31	$56,242
Assets. Value of real-estate (other than employer real property)	2014-12-31	$64,630
Total contributions received or receivable from employer(s)	2014-12-31	$16,361
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : HAYES & SHERRY 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$441,001
Expenses. Total of all expenses incurred	2013-12-31	$63,835
Benefits paid (including direct rollovers)	2013-12-31	$53,384
Total plan assets at end of year	2013-12-31	$2,221,437
Total plan assets at beginning of year	2013-12-31	$1,844,271
Value of fidelity bond covering the plan	2013-12-31	$500,000
Total contributions received or receivable from participants	2013-12-31	$70,697
Other income received	2013-12-31	$354,535
Net income (gross income less expenses)	2013-12-31	$377,166
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$2,221,437
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,844,271
Assets. Value of participant loans	2013-12-31	$77,711
Assets. Value of real-estate (other than employer real property)	2013-12-31	$38,926
Total contributions received or receivable from employer(s)	2013-12-31	$15,769
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$10,451
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : HAYES & SHERRY 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$280,862
Expenses. Total of all expenses incurred	2012-12-31	$143,680
Benefits paid (including direct rollovers)	2012-12-31	$134,253
Total plan assets at end of year	2012-12-31	$1,844,271
Total plan assets at beginning of year	2012-12-31	$1,707,089
Value of fidelity bond covering the plan	2012-12-31	$500,000
Total contributions received or receivable from participants	2012-12-31	$65,912
Other income received	2012-12-31	$200,659
Net income (gross income less expenses)	2012-12-31	$137,182
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,844,271
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,707,089
Assets. Value of participant loans	2012-12-31	$68,427
Assets. Value of real-estate (other than employer real property)	2012-12-31	$46,784
Total contributions received or receivable from employer(s)	2012-12-31	$14,291
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$9,427
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : HAYES & SHERRY 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$25,455
Expenses. Total of all expenses incurred	2011-12-31	$350
Total plan assets at end of year	2011-12-31	$1,707,089
Total plan assets at beginning of year	2011-12-31	$1,681,984
Value of fidelity bond covering the plan	2011-12-31	$500,000
Total contributions received or receivable from participants	2011-12-31	$77,829
Other income received	2011-12-31	$-69,956
Net income (gross income less expenses)	2011-12-31	$25,105
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,707,089
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,681,984
Assets. Value of participant loans	2011-12-31	$80,358
Assets. Value of real-estate (other than employer real property)	2011-12-31	$54,812
Total contributions received or receivable from employer(s)	2011-12-31	$17,582
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$350
2010 : HAYES & SHERRY 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$396,976
Expenses. Total of all expenses incurred	2010-12-31	$100
Total plan assets at end of year	2010-12-31	$1,681,984
Total plan assets at beginning of year	2010-12-31	$1,285,108
Value of fidelity bond covering the plan	2010-12-31	$500,000
Total contributions received or receivable from participants	2010-12-31	$66,072
Contributions received from other sources (not participants or employers)	2010-12-31	$90,307
Other income received	2010-12-31	$224,612
Net income (gross income less expenses)	2010-12-31	$396,876
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,681,984
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,285,108
Assets. Value of participant loans	2010-12-31	$73,144
Assets. Value of real-estate (other than employer real property)	2010-12-31	$69,837
Total contributions received or receivable from employer(s)	2010-12-31	$15,985
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$100

Form 5500 Responses for HAYES & SHERRY 401(K) PROFIT SHARING PLAN

2021: HAYES & SHERRY 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: HAYES & SHERRY 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: HAYES & SHERRY 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: HAYES & SHERRY 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: HAYES & SHERRY 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: HAYES & SHERRY 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: HAYES & SHERRY 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: HAYES & SHERRY 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	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: HAYES & SHERRY 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 – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: HAYES & SHERRY 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 – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: HAYES & SHERRY 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: HAYES & SHERRY 401(K) PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: HAYES & SHERRY 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	HAYES & SHERRY, LTD.
Employer identification number (EIN):	050453575
NAIC Classification:	531210
NAIC Description:	Offices of Real Estate Agents and Brokers

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2021-01-01	KARL F. SHERRY, JR.	2022-10-06
001	2020-01-01	KARL F. SHERRY, JR.	2021-07-22
001	2019-01-01	KARL F. SHERRY, JR.	2020-07-20
001	2018-01-01
001	2017-01-01
001	2016-01-01
001	2015-01-01
001	2014-01-01	KARL F. SHERRY, JR.
001	2013-01-01	KARL F. SHERRY, JR.
001	2012-01-01	KARL F. SHERRY, JR.
001	2011-01-01	KARL F. SHERRY, JR.
001	2010-01-01	KARL F. SHERRY, JR.
001	2009-01-01	KARL F. SHERRY, JR.