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H. W. HERRELL DISTRIBUTING COMPANY DEFINED BENEFIT PENSION PLAN 401k Plan overview

Plan NameH. W. HERRELL DISTRIBUTING COMPANY DEFINED BENEFIT PENSION PLAN
Plan identification number 003

H. W. HERRELL DISTRIBUTING COMPANY DEFINED BENEFIT PENSION 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).
  • 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 COMPANY DEFINED BENEFIT PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032023-01-01
0032022-01-01
0032021-01-01
0032020-01-01
0032019-01-01
0032018-01-01
0032017-01-01
0032016-01-01CAROL ANN SCHANZ2017-10-03
0032016-01-01CAROL ANN SCHANZ2017-11-20
0032015-01-01CAROL ANN SCHANZ2016-12-01
0032015-01-01CAROL ANN SCHANZ2016-09-21
0032014-01-01CAROL ANN SCHANZ2015-09-01
0032013-01-01CAROL ANN SCHANZ2014-10-03
0032012-01-01DONALD H HERRELL2013-08-05 DONALD H HERRELL2013-08-05
0032011-01-01DONALD H. HERRELL2012-10-11 DONALD H. HERRELL2012-10-11

Financial Data on H. W. HERRELL DISTRIBUTING COMPANY DEFINED BENEFIT PENSION PLAN

Measure Date Value
2025 : H. W. HERRELL DISTRIBUTING COMPANY DEFINED BENEFIT PENSION 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 year2025-10-03113323
Net assets as of the end of the plan year2025-10-033139051
Total assets as of the beginning of the plan year2025-10-032759475
Value of plan covered by a fidelity bond2025-10-03600000
Participant contributions to plan in this plan year2025-10-030
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 year2025-10-03205697
Plan net income in this plan year2025-10-03379576
Net assets as of the end of the plan year2025-10-033139051
Net assets as of the beginning of the plan year2025-10-032759475
Employer contributions to plan in this plan year2025-10-03287202
Fees paid to broker by Benefit Provider2025-10-03548
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-03427
2024 : H. W. HERRELL DISTRIBUTING COMPANY DEFINED BENEFIT PENSION PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-10-030
Total liabilities as of the end of the plan year2024-10-030
Total liabilities as of the beginning of the plan year2024-10-030
Total expenses incurred by plan in this plan year2024-10-03142164
Net assets as of the end of the plan year2024-10-032759475
Total assets as of the beginning of the plan year2024-10-032496394
Value of plan covered by a fidelity bond2024-10-03600000
Participant contributions to plan in this plan year2024-10-030
Other expenses paid from plan in this plan year2024-10-030
Other contributions to plan in this plan year2024-10-030
Other income to plan in this plan year2024-10-03255245
Plan net income in this plan year2024-10-03263081
Net assets as of the end of the plan year2024-10-032759475
Net assets as of the beginning of the plan year2024-10-032496394
Employer contributions to plan in this plan year2024-10-03150000
Fees paid to broker by Benefit Provider2024-10-031198
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-037903

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