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H. W. HERRELL DISTRIBUTING CO. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameH. W. HERRELL DISTRIBUTING CO. 401(K) PROFIT SHARING PLAN
Plan identification number 002

H. W. HERRELL DISTRIBUTING CO. 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

H. W. HERRELL DISTRIBUTING COMPANY has sponsored the creation of one or more 401k plans.

Company Name:H. W. HERRELL DISTRIBUTING COMPANY
Employer identification number (EIN):430810878
NAIC Classification:424800

Form 5500 Filing Information

Submission information for form 5500 for 401k plan H. W. HERRELL DISTRIBUTING CO. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01
0022022-01-01
0022021-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01
0022016-01-01
0022015-01-01
0022014-01-01
0022013-01-01
0022012-01-01CAROL ANN SCHANZ2013-10-03 CAROL ANN SCHANZ2013-10-03
0022011-01-01DONALD H. HERRELL2012-05-24
0022010-01-01DONALD H HERRELL2011-10-06 DONALD H HERRELL2011-10-06

Plan Statistics for H. W. HERRELL DISTRIBUTING CO. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for H. W. HERRELL DISTRIBUTING CO. 401(K) PROFIT SHARING PLAN

Measure Date Value
2025: H. W. HERRELL DISTRIBUTING CO. 401(K) PROFIT SHARING PLAN 2025 401k membership
Total number of particpants at beginning of year2025-10-0330
Total number of particpants at end of year2025-10-0328
Number of Participants With Account Balances2025-10-0328
2024: H. W. HERRELL DISTRIBUTING CO. 401(K) PROFIT SHARING PLAN 2024 401k membership
Total number of particpants at beginning of year2024-10-0430
Total number of particpants at end of year2024-10-0429
Number of Participants With Account Balances2024-10-0429
2022: H. W. HERRELL DISTRIBUTING CO. 401(K) PROFIT SHARING PLAN 2022 401k membership
Total number of particpants at beginning of year2022-10-0634
Total number of particpants at end of year2022-10-0633
Number of Participants With Account Balances2022-10-0633

Financial Data on H. W. HERRELL DISTRIBUTING CO. 401(K) PROFIT SHARING PLAN

Measure Date Value
2025 : H. W. HERRELL DISTRIBUTING CO. 401(K) PROFIT SHARING PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-10-030
Total liabilities as of the end of the plan year2025-10-030
Total liabilities as of the beginning of the plan year2025-10-030
Total expenses incurred by plan in this plan year2025-10-03448346
Net assets as of the end of the plan year2025-10-034673246
Total assets as of the beginning of the plan year2025-10-034376216
Value of plan covered by a fidelity bond2025-10-03600000
Participant contributions to plan in this plan year2025-10-03107889
Value of participant loans at end of plan year2025-10-0311108
Other expenses paid from plan in this plan year2025-10-030
Other contributions to plan in this plan year2025-10-030
Other income to plan in this plan year2025-10-03468612
Plan net income in this plan year2025-10-03297030
Net assets as of the end of the plan year2025-10-034673246
Net assets as of the beginning of the plan year2025-10-034376216
Employer contributions to plan in this plan year2025-10-03168875
Fees paid to broker by Benefit Provider2025-10-03424
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-0316249
2024 : H. W. HERRELL DISTRIBUTING CO. 401(K) PROFIT SHARING PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-10-040
Total liabilities as of the end of the plan year2024-10-040
Total liabilities as of the beginning of the plan year2024-10-040
Total expenses incurred by plan in this plan year2024-10-0416323
Net assets as of the end of the plan year2024-10-044376216
Total assets as of the beginning of the plan year2024-10-043286689
Value of plan covered by a fidelity bond2024-10-04600000
Participant contributions to plan in this plan year2024-10-0494303
Value of participant loans at end of plan year2024-10-0410669
Other expenses paid from plan in this plan year2024-10-040
Other contributions to plan in this plan year2024-10-04307190
Other income to plan in this plan year2024-10-04538720
Plan net income in this plan year2024-10-041089527
Net assets as of the end of the plan year2024-10-044376216
Net assets as of the beginning of the plan year2024-10-043286689
Employer contributions to plan in this plan year2024-10-04165637
Fees paid to broker by Benefit Provider2024-10-044277
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-0411091
2022 : H. W. HERRELL DISTRIBUTING CO. 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total transfers to/from plan in this plan year2022-10-060
Total liabilities as of the end of the plan year2022-10-060
Total liabilities as of the beginning of the plan year2022-10-060
Total expenses incurred by plan in this plan year2022-10-06476101
Net assets as of the end of the plan year2022-10-064017528
Total assets as of the beginning of the plan year2022-10-063790026
Value of plan covered by a fidelity bond2022-10-06600000
Participant contributions to plan in this plan year2022-10-0696232
Value of participant loans at end of plan year2022-10-061510
Other expenses paid from plan in this plan year2022-10-060
Other contributions to plan in this plan year2022-10-060
Other income to plan in this plan year2022-10-06471864
Plan net income in this plan year2022-10-06227502
Net assets as of the end of the plan year2022-10-064017528
Net assets as of the beginning of the plan year2022-10-063790026
Employer contributions to plan in this plan year2022-10-06135507
Fees paid to broker by Benefit Provider2022-10-064850
Expensese paid to adminstrative service provicers from plan in this plan year2022-10-069918

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