THE HERSHEY COMPANY has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan THE HERSHEY COMPANY RETIREMENT PLAN
Measure | Date | Value |
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2022: THE HERSHEY COMPANY RETIREMENT PLAN 2022 401k membership |
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Market value of plan assets | 2022-12-31 | 631,417,130 |
Acturial value of plan assets | 2022-12-31 | 615,401,893 |
Funding target for retired participants and beneficiaries receiving payment | 2022-12-31 | 103,848,177 |
Number of terminated vested participants | 2022-12-31 | 1,147 |
Fundng target for terminated vested participants | 2022-12-31 | 96,868,596 |
Active participant vested funding target | 2022-12-31 | 267,400,979 |
Number of active participants | 2022-12-31 | 1,704 |
Total funding liabilities for active participants | 2022-12-31 | 267,400,979 |
Total participant count | 2022-12-31 | 4,183 |
Total funding target for all participants | 2022-12-31 | 468,117,752 |
Balance at beginning of prior year after applicable adjustments | 2022-12-31 | 113,937,219 |
Prefunding balance at beginning of prior year after applicable adjustments | 2022-12-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2022-12-31 | 5,502,132 |
Prefunding balanced used to offset prior years funding requirement | 2022-12-31 | 0 |
Amount remaining of carryover balance | 2022-12-31 | 108,435,087 |
Amount remaining of prefunding balance | 2022-12-31 | 0 |
Present value of excess contributions | 2022-12-31 | 13,695,708 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2022-12-31 | 14,518,054 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2022-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2022-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2022-12-31 | 0 |
Balance of carryovers at beginning of current year | 2022-12-31 | 115,841,203 |
Balance of prefunding at beginning of current year | 2022-12-31 | 0 |
Total employer contributions | 2022-12-31 | 35,000,000 |
Total employee contributions | 2022-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2022-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2022-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2022-12-31 | 33,398,970 |
Liquidity shortfalls end of Q1 | 2022-12-31 | 0 |
Liquidity shortfalls end of Q2 | 2022-12-31 | 0 |
Liquidity shortfalls end of Q3 | 2022-12-31 | 0 |
Liquidity shortfalls end of Q4 | 2022-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2022-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2022-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2022-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2022-12-31 | 10,786,799 |
Net shortfall amortization installment of oustanding balance | 2022-12-31 | 0 |
Waiver amortization installment | 2022-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2022-12-31 | 0 |
Carryover balance elected to use to offset funding requirement | 2022-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2022-12-31 | 0 |
Additional cash requirement | 2022-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2022-12-31 | 33,398,970 |
Unpaid minimum required contributions for current year | 2022-12-31 | 0 |
Unpaid minimum required contributions for all years | 2022-12-31 | 0 |
Total participants, beginning-of-year | 2022-01-01 | 4,183 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 1,560 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 1,152 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 1,061 |
Total of all active and inactive participants | 2022-01-01 | 3,773 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 195 |
Total participants | 2022-01-01 | 3,968 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: THE HERSHEY COMPANY RETIREMENT PLAN 2021 401k membership |
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Market value of plan assets | 2021-12-31 | 622,609,169 |
Acturial value of plan assets | 2021-12-31 | 576,761,129 |
Funding target for retired participants and beneficiaries receiving payment | 2021-12-31 | 105,349,308 |
Number of terminated vested participants | 2021-12-31 | 1,170 |
Fundng target for terminated vested participants | 2021-12-31 | 95,676,343 |
Active participant vested funding target | 2021-12-31 | 276,857,735 |
Number of active participants | 2021-12-31 | 1,895 |
Total funding liabilities for active participants | 2021-12-31 | 276,857,735 |
Total participant count | 2021-12-31 | 4,433 |
Total funding target for all participants | 2021-12-31 | 477,883,386 |
Balance at beginning of prior year after applicable adjustments | 2021-12-31 | 112,182,862 |
Prefunding balance at beginning of prior year after applicable adjustments | 2021-12-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2021-12-31 | 11,004,264 |
Prefunding balanced used to offset prior years funding requirement | 2021-12-31 | 0 |
Amount remaining of carryover balance | 2021-12-31 | 101,178,598 |
Amount remaining of prefunding balance | 2021-12-31 | 0 |
Present value of excess contributions | 2021-12-31 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2021-12-31 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2021-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2021-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2021-12-31 | 0 |
Balance of carryovers at beginning of current year | 2021-12-31 | 113,937,219 |
Balance of prefunding at beginning of current year | 2021-12-31 | 0 |
Total employer contributions | 2021-12-31 | 20,000,000 |
Total employee contributions | 2021-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2021-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2021-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2021-12-31 | 19,225,299 |
Liquidity shortfalls end of Q1 | 2021-12-31 | 0 |
Liquidity shortfalls end of Q2 | 2021-12-31 | 0 |
Liquidity shortfalls end of Q3 | 2021-12-31 | 0 |
Liquidity shortfalls end of Q4 | 2021-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2021-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2021-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2021-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2021-12-31 | 11,031,723 |
Net shortfall amortization installment of oustanding balance | 2021-12-31 | 0 |
Waiver amortization installment | 2021-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2021-12-31 | 11,031,723 |
Carryover balance elected to use to offset funding requirement | 2021-12-31 | 5,502,132 |
Prefunding balance elected to use to offset funding requirement | 2021-12-31 | 0 |
Additional cash requirement | 2021-12-31 | 5,529,591 |
Contributions allocatedtoward minimum required contributions for current year | 2021-12-31 | 19,225,299 |
Unpaid minimum required contributions for current year | 2021-12-31 | 0 |
Unpaid minimum required contributions for all years | 2021-12-31 | 0 |
Total participants, beginning-of-year | 2021-01-01 | 4,436 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 1,704 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 1,164 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 1,147 |
Total of all active and inactive participants | 2021-01-01 | 4,015 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 168 |
Total participants | 2021-01-01 | 4,183 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: THE HERSHEY COMPANY RETIREMENT PLAN 2020 401k membership |
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Market value of plan assets | 2020-12-31 | 592,001,827 |
Acturial value of plan assets | 2020-12-31 | 570,362,664 |
Funding target for retired participants and beneficiaries receiving payment | 2020-12-31 | 104,697,569 |
Number of terminated vested participants | 2020-12-31 | 1,256 |
Fundng target for terminated vested participants | 2020-12-31 | 106,724,187 |
Active participant vested funding target | 2020-12-31 | 282,218,247 |
Number of active participants | 2020-12-31 | 2,050 |
Total funding liabilities for active participants | 2020-12-31 | 282,218,247 |
Total participant count | 2020-12-31 | 4,758 |
Total funding target for all participants | 2020-12-31 | 493,640,003 |
Balance at beginning of prior year after applicable adjustments | 2020-12-31 | 107,665,789 |
Prefunding balance at beginning of prior year after applicable adjustments | 2020-12-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2020-12-31 | 12,401,810 |
Prefunding balanced used to offset prior years funding requirement | 2020-12-31 | 0 |
Amount remaining of carryover balance | 2020-12-31 | 95,263,979 |
Amount remaining of prefunding balance | 2020-12-31 | 0 |
Present value of excess contributions | 2020-12-31 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2020-12-31 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2020-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2020-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2020-12-31 | 0 |
Balance of carryovers at beginning of current year | 2020-12-31 | 112,182,862 |
Balance of prefunding at beginning of current year | 2020-12-31 | 0 |
Total employer contributions | 2020-12-31 | 0 |
Total employee contributions | 2020-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2020-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2020-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2020-12-31 | 0 |
Liquidity shortfalls end of Q1 | 2020-12-31 | 0 |
Liquidity shortfalls end of Q2 | 2020-12-31 | 0 |
Liquidity shortfalls end of Q3 | 2020-12-31 | 0 |
Liquidity shortfalls end of Q4 | 2020-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2020-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2020-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2020-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2020-12-31 | 11,004,264 |
Net shortfall amortization installment of oustanding balance | 2020-12-31 | 0 |
Waiver amortization installment | 2020-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2020-12-31 | 11,004,264 |
Carryover balance elected to use to offset funding requirement | 2020-12-31 | 11,004,264 |
Prefunding balance elected to use to offset funding requirement | 2020-12-31 | 0 |
Additional cash requirement | 2020-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2020-12-31 | 0 |
Unpaid minimum required contributions for current year | 2020-12-31 | 0 |
Unpaid minimum required contributions for all years | 2020-12-31 | 0 |
Total participants, beginning-of-year | 2020-01-01 | 4,758 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 1,896 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 1,197 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 1,171 |
Total of all active and inactive participants | 2020-01-01 | 4,264 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 172 |
Total participants | 2020-01-01 | 4,436 |
2019: THE HERSHEY COMPANY RETIREMENT PLAN 2019 401k membership |
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Market value of plan assets | 2019-12-31 | 543,442,860 |
Acturial value of plan assets | 2019-12-31 | 569,570,624 |
Funding target for retired participants and beneficiaries receiving payment | 2019-12-31 | 101,018,494 |
Number of terminated vested participants | 2019-12-31 | 1,345 |
Fundng target for terminated vested participants | 2019-12-31 | 112,524,240 |
Active participant vested funding target | 2019-12-31 | 286,339,188 |
Number of active participants | 2019-12-31 | 2,199 |
Total funding liabilities for active participants | 2019-12-31 | 286,339,188 |
Total participant count | 2019-12-31 | 4,987 |
Total funding target for all participants | 2019-12-31 | 499,881,922 |
Balance at beginning of prior year after applicable adjustments | 2019-12-31 | 123,472,925 |
Prefunding balance at beginning of prior year after applicable adjustments | 2019-12-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2019-12-31 | 11,297,692 |
Prefunding balanced used to offset prior years funding requirement | 2019-12-31 | 0 |
Amount remaining of carryover balance | 2019-12-31 | 112,175,233 |
Amount remaining of prefunding balance | 2019-12-31 | 0 |
Present value of excess contributions | 2019-12-31 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2019-12-31 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2019-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2019-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2019-12-31 | 0 |
Balance of carryovers at beginning of current year | 2019-12-31 | 107,665,789 |
Balance of prefunding at beginning of current year | 2019-12-31 | 0 |
Total employer contributions | 2019-12-31 | 0 |
Total employee contributions | 2019-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2019-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2019-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2019-12-31 | 0 |
Liquidity shortfalls end of Q1 | 2019-12-31 | 0 |
Liquidity shortfalls end of Q2 | 2019-12-31 | 0 |
Liquidity shortfalls end of Q3 | 2019-12-31 | 0 |
Liquidity shortfalls end of Q4 | 2019-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2019-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2019-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2019-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2019-12-31 | 12,401,810 |
Net shortfall amortization installment of oustanding balance | 2019-12-31 | 0 |
Waiver amortization installment | 2019-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2019-12-31 | 12,401,810 |
Carryover balance elected to use to offset funding requirement | 2019-12-31 | 12,401,810 |
Prefunding balance elected to use to offset funding requirement | 2019-12-31 | 0 |
Additional cash requirement | 2019-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2019-12-31 | 0 |
Unpaid minimum required contributions for current year | 2019-12-31 | 0 |
Unpaid minimum required contributions for all years | 2019-12-31 | 0 |
Total participants, beginning-of-year | 2019-01-01 | 4,987 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 2,050 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 1,298 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 1,256 |
Total of all active and inactive participants | 2019-01-01 | 4,604 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 154 |
Total participants | 2019-01-01 | 4,758 |
2018: THE HERSHEY COMPANY RETIREMENT PLAN 2018 401k membership |
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Market value of plan assets | 2018-12-31 | 609,062,169 |
Acturial value of plan assets | 2018-12-31 | 584,921,635 |
Funding target for retired participants and beneficiaries receiving payment | 2018-12-31 | 94,852,017 |
Number of terminated vested participants | 2018-12-31 | 1,363 |
Fundng target for terminated vested participants | 2018-12-31 | 110,453,427 |
Active participant vested funding target | 2018-12-31 | 290,994,730 |
Number of active participants | 2018-12-31 | 2,395 |
Total funding liabilities for active participants | 2018-12-31 | 290,994,730 |
Total participant count | 2018-12-31 | 5,185 |
Total funding target for all participants | 2018-12-31 | 496,300,174 |
Balance at beginning of prior year after applicable adjustments | 2018-12-31 | 120,607,263 |
Prefunding balance at beginning of prior year after applicable adjustments | 2018-12-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2018-12-31 | 10,834,037 |
Prefunding balanced used to offset prior years funding requirement | 2018-12-31 | 0 |
Amount remaining of carryover balance | 2018-12-31 | 109,773,226 |
Amount remaining of prefunding balance | 2018-12-31 | 0 |
Present value of excess contributions | 2018-12-31 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2018-12-31 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2018-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2018-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2018-12-31 | 0 |
Balance of carryovers at beginning of current year | 2018-12-31 | 123,472,925 |
Balance of prefunding at beginning of current year | 2018-12-31 | 0 |
Total employer contributions | 2018-12-31 | 0 |
Total employee contributions | 2018-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2018-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2018-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2018-12-31 | 0 |
Liquidity shortfalls end of Q1 | 2018-12-31 | 0 |
Liquidity shortfalls end of Q2 | 2018-12-31 | 0 |
Liquidity shortfalls end of Q3 | 2018-12-31 | 0 |
Liquidity shortfalls end of Q4 | 2018-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2018-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2018-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2018-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2018-12-31 | 11,297,692 |
Net shortfall amortization installment of oustanding balance | 2018-12-31 | 0 |
Waiver amortization installment | 2018-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2018-12-31 | 11,297,692 |
Carryover balance elected to use to offset funding requirement | 2018-12-31 | 11,297,692 |
Prefunding balance elected to use to offset funding requirement | 2018-12-31 | 0 |
Additional cash requirement | 2018-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2018-12-31 | 0 |
Unpaid minimum required contributions for current year | 2018-12-31 | 0 |
Unpaid minimum required contributions for all years | 2018-12-31 | 0 |
Total participants, beginning-of-year | 2018-01-01 | 5,185 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 2,199 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 1,298 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 1,345 |
Total of all active and inactive participants | 2018-01-01 | 4,842 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 145 |
Total participants | 2018-01-01 | 4,987 |
2017: THE HERSHEY COMPANY RETIREMENT PLAN 2017 401k membership |
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Market value of plan assets | 2017-12-31 | 572,297,800 |
Acturial value of plan assets | 2017-12-31 | 591,240,197 |
Funding target for retired participants and beneficiaries receiving payment | 2017-12-31 | 89,807,075 |
Number of terminated vested participants | 2017-12-31 | 1,444 |
Fundng target for terminated vested participants | 2017-12-31 | 113,002,593 |
Active participant vested funding target | 2017-12-31 | 282,565,854 |
Number of active participants | 2017-12-31 | 2,541 |
Total funding liabilities for active participants | 2017-12-31 | 282,565,854 |
Total participant count | 2017-12-31 | 5,442 |
Total funding target for all participants | 2017-12-31 | 485,375,522 |
Balance at beginning of prior year after applicable adjustments | 2017-12-31 | 124,414,925 |
Prefunding balance at beginning of prior year after applicable adjustments | 2017-12-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2017-12-31 | 10,397,849 |
Prefunding balanced used to offset prior years funding requirement | 2017-12-31 | 0 |
Amount remaining of carryover balance | 2017-12-31 | 114,017,076 |
Amount remaining of prefunding balance | 2017-12-31 | 0 |
Present value of excess contributions | 2017-12-31 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2017-12-31 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2017-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2017-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2017-12-31 | 0 |
Balance of carryovers at beginning of current year | 2017-12-31 | 120,607,263 |
Balance of prefunding at beginning of current year | 2017-12-31 | 0 |
Total employer contributions | 2017-12-31 | 0 |
Total employee contributions | 2017-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2017-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2017-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2017-12-31 | 0 |
Liquidity shortfalls end of Q1 | 2017-12-31 | 0 |
Liquidity shortfalls end of Q2 | 2017-12-31 | 0 |
Liquidity shortfalls end of Q3 | 2017-12-31 | 0 |
Liquidity shortfalls end of Q4 | 2017-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2017-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2017-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2017-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2017-12-31 | 10,834,037 |
Net shortfall amortization installment of oustanding balance | 2017-12-31 | 0 |
Waiver amortization installment | 2017-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2017-12-31 | 10,834,037 |
Carryover balance elected to use to offset funding requirement | 2017-12-31 | 10,834,037 |
Prefunding balance elected to use to offset funding requirement | 2017-12-31 | 0 |
Additional cash requirement | 2017-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2017-12-31 | 0 |
Unpaid minimum required contributions for current year | 2017-12-31 | 0 |
Unpaid minimum required contributions for all years | 2017-12-31 | 0 |
Total participants, beginning-of-year | 2017-01-01 | 5,442 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 2,395 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 1,284 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 1,363 |
Total of all active and inactive participants | 2017-01-01 | 5,042 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 143 |
Total participants | 2017-01-01 | 5,185 |
2016: THE HERSHEY COMPANY RETIREMENT PLAN 2016 401k membership |
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Market value of plan assets | 2016-12-31 | 605,234,083 |
Acturial value of plan assets | 2016-12-31 | 638,470,394 |
Funding target for retired participants and beneficiaries receiving payment | 2016-12-31 | 83,148,358 |
Number of terminated vested participants | 2016-12-31 | 1,641 |
Fundng target for terminated vested participants | 2016-12-31 | 158,774,794 |
Active participant vested funding target | 2016-12-31 | 289,776,233 |
Number of active participants | 2016-12-31 | 2,695 |
Total funding liabilities for active participants | 2016-12-31 | 289,776,233 |
Total participant count | 2016-12-31 | 5,759 |
Total funding target for all participants | 2016-12-31 | 531,699,385 |
Balance at beginning of prior year after applicable adjustments | 2016-12-31 | 138,512,739 |
Prefunding balance at beginning of prior year after applicable adjustments | 2016-12-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2016-12-31 | 11,312,120 |
Prefunding balanced used to offset prior years funding requirement | 2016-12-31 | 0 |
Amount remaining of carryover balance | 2016-12-31 | 127,200,619 |
Amount remaining of prefunding balance | 2016-12-31 | 0 |
Present value of excess contributions | 2016-12-31 | 9,275,634 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2016-12-31 | 9,072,498 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2016-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2016-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2016-12-31 | 0 |
Balance of carryovers at beginning of current year | 2016-12-31 | 124,414,925 |
Balance of prefunding at beginning of current year | 2016-12-31 | 0 |
Total employer contributions | 2016-12-31 | 0 |
Total employee contributions | 2016-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2016-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2016-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2016-12-31 | 0 |
Liquidity shortfalls end of Q1 | 2016-12-31 | 0 |
Liquidity shortfalls end of Q2 | 2016-12-31 | 0 |
Liquidity shortfalls end of Q3 | 2016-12-31 | 0 |
Liquidity shortfalls end of Q4 | 2016-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2016-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2016-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2016-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2016-12-31 | 10,397,849 |
Net shortfall amortization installment of oustanding balance | 2016-12-31 | 0 |
Waiver amortization installment | 2016-12-31 | 0 |
Waived amount of outstanding balance | 2016-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2016-12-31 | 10,397,849 |
Carryover balance elected to use to offset funding requirement | 2016-12-31 | 10,397,849 |
Additional cash requirement | 2016-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2016-12-31 | 0 |
Unpaid minimum required contributions for current year | 2016-12-31 | 0 |
Unpaid minimum required contributions for all years | 2016-12-31 | 0 |
Total participants, beginning-of-year | 2016-01-01 | 5,759 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 2,541 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 1,320 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 1,444 |
Total of all active and inactive participants | 2016-01-01 | 5,305 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 137 |
Total participants | 2016-01-01 | 5,442 |
2015: THE HERSHEY COMPANY RETIREMENT PLAN 2015 401k membership |
---|
Total participants, beginning-of-year | 2015-01-01 | 6,116 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 2,695 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 1,295 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 1,641 |
Total of all active and inactive participants | 2015-01-01 | 5,631 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 128 |
Total participants | 2015-01-01 | 5,759 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: THE HERSHEY COMPANY RETIREMENT PLAN 2014 401k membership |
---|
Total participants, beginning-of-year | 2014-01-01 | 6,392 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 3,256 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 1,331 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 1,410 |
Total of all active and inactive participants | 2014-01-01 | 5,997 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 119 |
Total participants | 2014-01-01 | 6,116 |
2013: THE HERSHEY COMPANY RETIREMENT PLAN 2013 401k membership |
---|
Total participants, beginning-of-year | 2013-01-01 | 6,629 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 3,437 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 1,385 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 1,451 |
Total of all active and inactive participants | 2013-01-01 | 6,273 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 119 |
Total participants | 2013-01-01 | 6,392 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: THE HERSHEY COMPANY RETIREMENT PLAN 2012 401k membership |
---|
Total participants, beginning-of-year | 2012-01-01 | 6,911 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 3,618 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 1,429 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 1,469 |
Total of all active and inactive participants | 2012-01-01 | 6,516 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 113 |
Total participants | 2012-01-01 | 6,629 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: THE HERSHEY COMPANY RETIREMENT PLAN 2011 401k membership |
---|
Total participants, beginning-of-year | 2011-01-01 | 7,155 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 3,889 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 1,457 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 1,451 |
Total of all active and inactive participants | 2011-01-01 | 6,797 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 114 |
Total participants | 2011-01-01 | 6,911 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2010: THE HERSHEY COMPANY RETIREMENT PLAN 2010 401k membership |
---|
Total participants, beginning-of-year | 2010-01-01 | 7,633 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 4,103 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 1,448 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 1,459 |
Total of all active and inactive participants | 2010-01-01 | 7,010 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 143 |
Total participants | 2010-01-01 | 7,153 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 0 |
2009: THE HERSHEY COMPANY RETIREMENT PLAN 2009 401k membership |
---|
Total participants, beginning-of-year | 2009-01-01 | 7,979 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 4,371 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 1,556 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 1,458 |
Total of all active and inactive participants | 2009-01-01 | 7,385 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 248 |
Total participants | 2009-01-01 | 7,633 |
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 : THE HERSHEY COMPANY RETIREMENT PLAN 2022 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $58,996 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $170,801 |
Total income from all sources (including contributions) | 2022-12-31 | $-82,400,174 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $57,044,413 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $57,044,413 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $34,999,278 |
Value of total assets at end of year | 2022-12-31 | $491,864,682 |
Value of total assets at beginning of year | 2022-12-31 | $631,421,074 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $0 |
Total interest from all sources | 2022-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $15,000,000 |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-12-31 | $2,461 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-12-31 | $3,933 |
Liabilities. Value of operating payables at end of year | 2022-12-31 | $58,996 |
Liabilities. Value of operating payables at beginning of year | 2022-12-31 | $170,801 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-139,444,587 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $491,805,686 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $631,250,273 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Value of interest in master investment trust accounts at end of year | 2022-12-31 | $491,862,221 |
Value of interest in master investment trust accounts at beginning of year | 2022-12-31 | $631,417,141 |
Net investment gain/loss from pooled separate accounts | 2022-12-31 | $-117,399,452 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $34,999,278 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $57,044,413 |
Did the plan have assets held for investment | 2022-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Disclaimer |
Accountancy firm name | 2022-12-31 | BANKS, FINLEY, WHITE & CO. |
Accountancy firm EIN | 2022-12-31 | 581779663 |
2021 : THE HERSHEY COMPANY RETIREMENT PLAN 2021 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $170,801 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $33,971 |
Total income from all sources (including contributions) | 2021-12-31 | $59,353,329 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $50,681,326 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $50,681,326 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $20,000,000 |
Value of total assets at end of year | 2021-12-31 | $631,421,074 |
Value of total assets at beginning of year | 2021-12-31 | $622,612,241 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $0 |
Total interest from all sources | 2021-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $15,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2021-12-31 | $3,933 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2021-12-31 | $26,331 |
Liabilities. Value of operating payables at end of year | 2021-12-31 | $170,801 |
Liabilities. Value of operating payables at beginning of year | 2021-12-31 | $33,971 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $8,672,003 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $631,250,273 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $622,578,270 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Value of interest in master investment trust accounts at end of year | 2021-12-31 | $631,417,141 |
Value of interest in master investment trust accounts at beginning of year | 2021-12-31 | $622,585,910 |
Net investment gain/loss from pooled separate accounts | 2021-12-31 | $39,353,329 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $20,000,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $50,681,326 |
Did the plan have assets held for investment | 2021-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Disclaimer |
Accountancy firm name | 2021-12-31 | BANKS, FINLEY, WHITE & CO. |
Accountancy firm EIN | 2021-12-31 | 581779663 |
2020 : THE HERSHEY COMPANY RETIREMENT PLAN 2020 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $33,971 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $109,488 |
Total income from all sources (including contributions) | 2020-12-31 | $70,787,812 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $40,106,007 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $40,106,007 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $0 |
Value of total assets at end of year | 2020-12-31 | $622,612,241 |
Value of total assets at beginning of year | 2020-12-31 | $592,005,953 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $0 |
Total interest from all sources | 2020-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $15,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-12-31 | $26,331 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-12-31 | $34,966 |
Liabilities. Value of operating payables at end of year | 2020-12-31 | $33,971 |
Liabilities. Value of operating payables at beginning of year | 2020-12-31 | $109,488 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $30,681,805 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $622,578,270 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $591,896,465 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Value of interest in master investment trust accounts at end of year | 2020-12-31 | $622,585,910 |
Value of interest in master investment trust accounts at beginning of year | 2020-12-31 | $591,970,987 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $40,106,007 |
Did the plan have assets held for investment | 2020-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
Accountancy firm name | 2020-12-31 | BANKS, FINLEY, WHITE & CO. |
Accountancy firm EIN | 2020-12-31 | 581779663 |
2019 : THE HERSHEY COMPANY RETIREMENT PLAN 2019 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $109,488 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $75,554 |
Total income from all sources (including contributions) | 2019-12-31 | $90,176,151 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $41,646,992 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $41,646,992 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $0 |
Value of total assets at end of year | 2019-12-31 | $592,005,953 |
Value of total assets at beginning of year | 2019-12-31 | $543,442,860 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $0 |
Total interest from all sources | 2019-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $15,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $34,966 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2019-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2019-12-31 | $0 |
Liabilities. Value of operating payables at end of year | 2019-12-31 | $109,488 |
Liabilities. Value of operating payables at beginning of year | 2019-12-31 | $75,554 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $48,529,159 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $591,896,465 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $543,367,306 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Value of interest in master investment trust accounts at end of year | 2019-12-31 | $591,970,987 |
Value of interest in master investment trust accounts at beginning of year | 2019-12-31 | $543,442,860 |
Net investment gain/loss from pooled separate accounts | 2019-12-31 | $90,176,151 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $41,646,992 |
Did the plan have assets held for investment | 2019-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | BANKS, FINLEY, WHITE & CO. |
Accountancy firm EIN | 2019-12-31 | 581779663 |
2018 : THE HERSHEY COMPANY RETIREMENT PLAN 2018 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $75,554 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $132,547 |
Total income from all sources (including contributions) | 2018-12-31 | $-25,422,848 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $40,139,468 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $40,139,468 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $0 |
Value of total assets at end of year | 2018-12-31 | $543,442,860 |
Value of total assets at beginning of year | 2018-12-31 | $609,062,169 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $0 |
Total interest from all sources | 2018-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $15,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2018-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2018-12-31 | $0 |
Liabilities. Value of operating payables at end of year | 2018-12-31 | $75,554 |
Liabilities. Value of operating payables at beginning of year | 2018-12-31 | $132,547 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-65,562,316 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $543,367,306 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $608,929,622 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Value of interest in master investment trust accounts at end of year | 2018-12-31 | $543,442,860 |
Value of interest in master investment trust accounts at beginning of year | 2018-12-31 | $609,062,169 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | Yes |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $40,139,468 |
Did the plan have assets held for investment | 2018-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | BANKS, FINLEY, WHITE & CO. |
Accountancy firm EIN | 2018-12-31 | 581779663 |
2017 : THE HERSHEY COMPANY RETIREMENT PLAN 2017 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $132,547 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $318,806 |
Total income from all sources (including contributions) | 2017-12-31 | $67,715,705 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $30,765,077 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $30,765,077 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $0 |
Value of total assets at end of year | 2017-12-31 | $609,062,169 |
Value of total assets at beginning of year | 2017-12-31 | $572,297,800 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $0 |
Total interest from all sources | 2017-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $15,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2017-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2017-12-31 | $318,806 |
Liabilities. Value of operating payables at end of year | 2017-12-31 | $132,547 |
Liabilities. Value of operating payables at beginning of year | 2017-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $36,950,628 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $608,929,622 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $571,978,994 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Value of interest in master investment trust accounts at end of year | 2017-12-31 | $609,062,169 |
Value of interest in master investment trust accounts at beginning of year | 2017-12-31 | $572,297,800 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $30,765,077 |
Did the plan have assets held for investment | 2017-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | BANKS, FINLEY, WHITE & CO. |
Accountancy firm EIN | 2017-12-31 | 581779663 |
2016 : THE HERSHEY COMPANY RETIREMENT PLAN 2016 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $318,806 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $365,259 |
Total income from all sources (including contributions) | 2016-12-31 | $31,173,744 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $64,521,273 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $64,521,273 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $0 |
Value of total assets at end of year | 2016-12-31 | $572,297,800 |
Value of total assets at beginning of year | 2016-12-31 | $605,691,782 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $0 |
Total interest from all sources | 2016-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $15,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2016-12-31 | $318,806 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2016-12-31 | $365,259 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $-33,347,529 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $571,978,994 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $605,326,523 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Value of interest in master investment trust accounts at end of year | 2016-12-31 | $572,297,800 |
Value of interest in master investment trust accounts at beginning of year | 2016-12-31 | $593,891,782 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $0 |
Employer contributions (assets) at end of year | 2016-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $11,800,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $64,521,273 |
Did the plan have assets held for investment | 2016-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | BANKS, FINLEY, WHITE & CO. |
Accountancy firm EIN | 2016-12-31 | 581779663 |
2015 : THE HERSHEY COMPANY RETIREMENT PLAN 2015 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $365,259 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $377,879 |
Total income from all sources (including contributions) | 2015-12-31 | $-3,213,365 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $58,256,586 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $58,256,586 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $11,800,000 |
Value of total assets at end of year | 2015-12-31 | $605,691,782 |
Value of total assets at beginning of year | 2015-12-31 | $667,174,353 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $0 |
Total interest from all sources | 2015-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $15,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2015-12-31 | $365,259 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2015-12-31 | $377,879 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $-61,469,951 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $605,326,523 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $666,796,474 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Value of interest in master investment trust accounts at end of year | 2015-12-31 | $593,891,782 |
Value of interest in master investment trust accounts at beginning of year | 2015-12-31 | $651,374,353 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $11,800,000 |
Employer contributions (assets) at end of year | 2015-12-31 | $11,800,000 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $15,800,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $58,256,586 |
Did the plan have assets held for investment | 2015-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | BANKS, FINLEY, WHITE & CO. |
Accountancy firm EIN | 2015-12-31 | 581779663 |
2014 : THE HERSHEY COMPANY RETIREMENT PLAN 2014 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $377,879 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $284,438 |
Total income from all sources (including contributions) | 2014-12-31 | $64,150,262 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $36,463,824 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $36,463,824 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $15,800,000 |
Value of total assets at end of year | 2014-12-31 | $667,174,353 |
Value of total assets at beginning of year | 2014-12-31 | $639,394,474 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $0 |
Total interest from all sources | 2014-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $15,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2014-12-31 | $377,879 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2014-12-31 | $284,438 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $27,686,438 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $666,796,474 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $639,110,036 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Value of interest in master investment trust accounts at end of year | 2014-12-31 | $651,374,353 |
Value of interest in master investment trust accounts at beginning of year | 2014-12-31 | $624,394,474 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $15,800,000 |
Employer contributions (assets) at end of year | 2014-12-31 | $15,800,000 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $15,000,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $36,463,824 |
Did the plan have assets held for investment | 2014-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | BANKS, FINLEY, WHITE & CO. |
Accountancy firm EIN | 2014-12-31 | 581779663 |
2013 : THE HERSHEY COMPANY RETIREMENT PLAN 2013 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $284,438 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $468,549 |
Total income from all sources (including contributions) | 2013-12-31 | $104,352,928 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $43,222,868 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $43,222,868 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $15,000,000 |
Value of total assets at end of year | 2013-12-31 | $639,394,474 |
Value of total assets at beginning of year | 2013-12-31 | $578,448,525 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $0 |
Total interest from all sources | 2013-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $15,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2013-12-31 | $284,438 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2013-12-31 | $468,549 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $61,130,060 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $639,110,036 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $577,979,976 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Value of interest in master investment trust accounts at end of year | 2013-12-31 | $624,394,474 |
Value of interest in master investment trust accounts at beginning of year | 2013-12-31 | $561,448,525 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $15,000,000 |
Employer contributions (assets) at end of year | 2013-12-31 | $15,000,000 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $17,000,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $43,222,868 |
Did the plan have assets held for investment | 2013-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | BANKS, FINLEY, WHITE & CO. |
Accountancy firm EIN | 2013-12-31 | 581779663 |
2012 : THE HERSHEY COMPANY RETIREMENT PLAN 2012 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $468,549 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $372,093 |
Total income from all sources (including contributions) | 2012-12-31 | $85,951,735 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $48,314,669 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $48,314,669 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $17,000,000 |
Value of total assets at end of year | 2012-12-31 | $578,448,525 |
Value of total assets at beginning of year | 2012-12-31 | $540,715,003 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $0 |
Total interest from all sources | 2012-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $15,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2012-12-31 | $468,549 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2012-12-31 | $372,093 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $37,637,066 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $577,979,976 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $540,342,910 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Value of interest in master investment trust accounts at end of year | 2012-12-31 | $561,448,525 |
Value of interest in master investment trust accounts at beginning of year | 2012-12-31 | $540,715,003 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $17,000,000 |
Employer contributions (assets) at end of year | 2012-12-31 | $17,000,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $48,314,669 |
Did the plan have assets held for investment | 2012-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | BANKS, FINLEY, WHITE & CO. |
Accountancy firm EIN | 2012-12-31 | 581779663 |
2011 : THE HERSHEY COMPANY RETIREMENT PLAN 2011 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $372,093 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $274,312 |
Total income from all sources (including contributions) | 2011-12-31 | $681,310 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $28,038,316 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $28,038,316 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $0 |
Value of total assets at end of year | 2011-12-31 | $540,715,003 |
Value of total assets at beginning of year | 2011-12-31 | $567,974,228 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $0 |
Total interest from all sources | 2011-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $15,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2011-12-31 | $372,093 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2011-12-31 | $274,312 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $-27,357,006 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $540,342,910 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $567,699,916 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Value of interest in master investment trust accounts at end of year | 2011-12-31 | $540,715,003 |
Value of interest in master investment trust accounts at beginning of year | 2011-12-31 | $567,974,228 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $28,038,316 |
Did the plan have assets held for investment | 2011-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | BANKS, FINLEY, WHITE & COMPANY |
Accountancy firm EIN | 2011-12-31 | 581779663 |
2010 : THE HERSHEY COMPANY RETIREMENT PLAN 2010 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $274,312 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $303,131 |
Total income from all sources (including contributions) | 2010-12-31 | $66,637,796 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $29,627,667 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $29,627,667 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $0 |
Value of total assets at end of year | 2010-12-31 | $567,974,228 |
Value of total assets at beginning of year | 2010-12-31 | $530,992,918 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $0 |
Total interest from all sources | 2010-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $15,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2010-12-31 | $274,312 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2010-12-31 | $303,131 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $37,010,129 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $567,699,916 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $530,689,787 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Value of interest in master investment trust accounts at end of year | 2010-12-31 | $567,974,228 |
Value of interest in master investment trust accounts at beginning of year | 2010-12-31 | $530,992,918 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $29,627,667 |
Did the plan have assets held for investment | 2010-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | BANKS, FINLEY, WHITE & COMPANY |
Accountancy firm EIN | 2010-12-31 | 581779663 |
2009 : THE HERSHEY COMPANY RETIREMENT PLAN 2009 401k financial data |
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Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |