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EDWIN K. HETZER PROFIT SHARING PLAN 401k Plan overview

Plan NameEDWIN K. HETZER PROFIT SHARING PLAN
Plan identification number 001

EDWIN K. HETZER PROFIT SHARING PLAN Benefits

401k Plan TypeDefined 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.
  • Plan covering Self-Employed individuals.
  • 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

EDWIN K. HETZER has sponsored the creation of one or more 401k plans.

Company Name:EDWIN K. HETZER
Employer identification number (EIN):310892417
NAIC Classification:524210
NAIC Description:Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EDWIN K. HETZER PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01EDWIN K. HETZER
0012016-01-01VICKI ROCKHILL
0012015-01-01VICKI ROCKHILL
0012015-01-012016-07-01
0012015-01-01EDWIN K. HETZER
0012014-01-01EDWIN HETZER
0012013-01-01EDWIN HETZER EDWIN HETZER2014-06-05
0012012-01-01EDWIN K HETZER2013-06-26 EDWIN K HETZER2013-06-26
0012011-01-01EDWIN K HETZER2012-05-18 EDWIN K HETZER2012-05-18
0012010-01-01EDWIN HETZER2011-06-02 EDWIN HETZER2011-06-02

Plan Statistics for EDWIN K. HETZER PROFIT SHARING PLAN

401k plan membership statisitcs for EDWIN K. HETZER PROFIT SHARING PLAN

Measure Date Value
2022: EDWIN K. HETZER PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-014
Total number of active participants reported on line 7a of the Form 55002022-01-014
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-014
Number of participants with account balances2022-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: EDWIN K. HETZER PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-013
Total number of active participants reported on line 7a of the Form 55002021-01-014
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-014
Number of participants with account balances2021-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: EDWIN K. HETZER PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-013
Total number of active participants reported on line 7a of the Form 55002020-01-013
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-013
Number of participants with account balances2020-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: EDWIN K. HETZER PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-014
Total number of active participants reported on line 7a of the Form 55002019-01-013
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-013
Number of participants with account balances2019-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: EDWIN K. HETZER PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-014
Total number of active participants reported on line 7a of the Form 55002018-01-013
Number of retired or separated participants receiving benefits2018-01-011
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-014
Number of participants with account balances2018-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: EDWIN K. HETZER PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-014
Total number of active participants reported on line 7a of the Form 55002017-01-014
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-014
Number of participants with account balances2017-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: EDWIN K. HETZER PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-014
Total number of active participants reported on line 7a of the Form 55002016-01-014
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-014
Number of participants with account balances2016-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: EDWIN K. HETZER PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-014
Total number of active participants reported on line 7a of the Form 55002015-01-014
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-014
Number of participants with account balances2015-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: EDWIN K. HETZER PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-014
Total number of active participants reported on line 7a of the Form 55002014-01-014
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-014
Number of participants with account balances2014-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: EDWIN K. HETZER PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-013
Total number of active participants reported on line 7a of the Form 55002013-01-013
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-013
Number of participants with account balances2013-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010

Financial Data on EDWIN K. HETZER PROFIT SHARING PLAN

Measure Date Value
2022 : EDWIN K. HETZER PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources2022-12-31$-109,208
Expenses. Total of all expenses incurred2022-12-31$51,500
Benefits paid (including direct rollovers)2022-12-31$51,500
Total plan assets at end of year2022-12-31$1,017,873
Total plan assets at beginning of year2022-12-31$1,178,581
Value of fidelity bond covering the plan2022-12-31$160,000
Other income received2022-12-31$-115,458
Net income (gross income less expenses)2022-12-31$-160,708
Net plan assets at end of year (total assets less liabilities)2022-12-31$1,017,873
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$1,178,581
Total contributions received or receivable from employer(s)2022-12-31$6,250
2021 : EDWIN K. HETZER PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources2021-12-31$184,858
Expenses. Total of all expenses incurred2021-12-31$44,599
Benefits paid (including direct rollovers)2021-12-31$44,535
Total plan assets at end of year2021-12-31$1,178,581
Total plan assets at beginning of year2021-12-31$1,038,322
Value of fidelity bond covering the plan2021-12-31$160,000
Other income received2021-12-31$172,858
Net income (gross income less expenses)2021-12-31$140,259
Net plan assets at end of year (total assets less liabilities)2021-12-31$1,178,581
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$1,038,322
Total contributions received or receivable from employer(s)2021-12-31$12,000
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$64
2020 : EDWIN K. HETZER PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources2020-12-31$101,970
Expenses. Total of all expenses incurred2020-12-31$5,252
Total plan assets at end of year2020-12-31$1,038,322
Total plan assets at beginning of year2020-12-31$941,604
Value of fidelity bond covering the plan2020-12-31$90,000
Other income received2020-12-31$84,970
Net income (gross income less expenses)2020-12-31$96,718
Net plan assets at end of year (total assets less liabilities)2020-12-31$1,038,322
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$941,604
Assets. Value of real-estate (other than employer real property)2020-12-31$338,750
Total contributions received or receivable from employer(s)2020-12-31$17,000
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$5,252
2019 : EDWIN K. HETZER PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources2019-12-31$132,002
Expenses. Total of all expenses incurred2019-12-31$45,226
Benefits paid (including direct rollovers)2019-12-31$35,202
Total plan assets at end of year2019-12-31$941,604
Total plan assets at beginning of year2019-12-31$854,828
Value of fidelity bond covering the plan2019-12-31$190,000
Other income received2019-12-31$120,502
Net income (gross income less expenses)2019-12-31$86,776
Net plan assets at end of year (total assets less liabilities)2019-12-31$941,604
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$854,828
Assets. Value of real-estate (other than employer real property)2019-12-31$341,600
Total contributions received or receivable from employer(s)2019-12-31$11,500
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$10,024
2018 : EDWIN K. HETZER PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources2018-12-31$-26,982
Expenses. Total of all expenses incurred2018-12-31$83,689
Benefits paid (including direct rollovers)2018-12-31$80,713
Total plan assets at end of year2018-12-31$854,828
Total plan assets at beginning of year2018-12-31$965,499
Value of fidelity bond covering the plan2018-12-31$90,000
Other income received2018-12-31$-35,482
Net income (gross income less expenses)2018-12-31$-110,671
Net plan assets at end of year (total assets less liabilities)2018-12-31$854,828
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$965,499
Assets. Value of real-estate (other than employer real property)2018-12-31$341,600
Total contributions received or receivable from employer(s)2018-12-31$8,500
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$2,976
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : EDWIN K. HETZER PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources2017-12-31$86,669
Expenses. Total of all expenses incurred2017-12-31$50,540
Benefits paid (including direct rollovers)2017-12-31$50,540
Total plan assets at end of year2017-12-31$965,499
Total plan assets at beginning of year2017-12-31$929,370
Value of fidelity bond covering the plan2017-12-31$90,000
Other income received2017-12-31$74,669
Net income (gross income less expenses)2017-12-31$36,129
Net plan assets at end of year (total assets less liabilities)2017-12-31$965,499
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$929,370
Assets. Value of real-estate (other than employer real property)2017-12-31$355,000
Total contributions received or receivable from employer(s)2017-12-31$12,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : EDWIN K. HETZER PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources2016-12-31$72,881
Expenses. Total of all expenses incurred2016-12-31$6,093
Total plan assets at end of year2016-12-31$929,370
Total plan assets at beginning of year2016-12-31$862,582
Value of fidelity bond covering the plan2016-12-31$160,000
Expenses. Other expenses not covered elsewhere2016-12-31$6,093
Other income received2016-12-31$60,881
Net income (gross income less expenses)2016-12-31$66,788
Net plan assets at end of year (total assets less liabilities)2016-12-31$929,370
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$862,582
Total contributions received or receivable from employer(s)2016-12-31$12,000
2015 : EDWIN K. HETZER PROFIT SHARING PLAN 2015 401k financial data
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$2,727
Expenses. Total of all expenses incurred2015-12-31$2,551
Total plan assets at end of year2015-12-31$862,582
Total plan assets at beginning of year2015-12-31$862,406
Value of fidelity bond covering the plan2015-12-31$160,000
Expenses. Other expenses not covered elsewhere2015-12-31$2,551
Other income received2015-12-31$-9,273
Net income (gross income less expenses)2015-12-31$176
Net plan assets at end of year (total assets less liabilities)2015-12-31$862,582
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$862,406
Assets. Value of real-estate (other than employer real property)2015-12-31$353,500
Total contributions received or receivable from employer(s)2015-12-31$12,000
2014 : EDWIN K. HETZER PROFIT SHARING PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$70,117
Expenses. Total of all expenses incurred2014-12-31$4,422
Benefits paid (including direct rollovers)2014-12-31$0
Total plan assets at end of year2014-12-31$862,406
Total plan assets at beginning of year2014-12-31$796,711
Value of fidelity bond covering the plan2014-12-31$50,000
Total contributions received or receivable from participants2014-12-31$0
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$58,117
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$65,695
Net plan assets at end of year (total assets less liabilities)2014-12-31$862,406
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$796,711
Assets. Value of real-estate (other than employer real property)2014-12-31$351,000
Total contributions received or receivable from employer(s)2014-12-31$12,000
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$4,422
2013 : EDWIN K. HETZER PROFIT SHARING PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$132,654
Expenses. Total of all expenses incurred2013-12-31$0
Benefits paid (including direct rollovers)2013-12-31$0
Total plan assets at end of year2013-12-31$796,711
Total plan assets at beginning of year2013-12-31$664,057
Value of fidelity bond covering the plan2013-12-31$50,000
Total contributions received or receivable from participants2013-12-31$0
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$120,654
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$132,654
Net plan assets at end of year (total assets less liabilities)2013-12-31$796,711
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$664,057
Total contributions received or receivable from employer(s)2013-12-31$12,000
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$0

Form 5500 Responses for EDWIN K. HETZER PROFIT SHARING PLAN

2022: EDWIN K. HETZER PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: EDWIN K. HETZER PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: EDWIN K. HETZER PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: EDWIN K. HETZER PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: EDWIN K. HETZER PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: EDWIN K. HETZER PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: EDWIN K. HETZER PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: EDWIN K. HETZER PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedYes
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: EDWIN K. HETZER PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: EDWIN K. HETZER PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes

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