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H. W. HERRELL DISTRIBUTING CO. UNION EMPLOYEES 401(K) PLAN 401k Plan overview

Plan NameH. W. HERRELL DISTRIBUTING CO. UNION EMPLOYEES 401(K) PLAN
Plan identification number 004

H. W. HERRELL DISTRIBUTING CO. UNION EMPLOYEES 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • 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. UNION EMPLOYEES 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0042023-01-01
0042022-01-01
0042021-01-01
0042020-01-01
0042019-01-01
0042018-01-01

Plan Statistics for H. W. HERRELL DISTRIBUTING CO. UNION EMPLOYEES 401(K) PLAN

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

Measure Date Value
2025: H. W. HERRELL DISTRIBUTING CO. UNION EMPLOYEES 401(K) PLAN 2025 401k membership
Total number of particpants at beginning of year2025-10-0313
Total number of particpants at end of year2025-10-0313
Number of Participants With Account Balances2025-10-0313
2024: H. W. HERRELL DISTRIBUTING CO. UNION EMPLOYEES 401(K) PLAN 2024 401k membership
Total number of particpants at beginning of year2024-10-0413
Total number of particpants at end of year2024-10-0413
Number of Participants With Account Balances2024-10-0413
2022: H. W. HERRELL DISTRIBUTING CO. UNION EMPLOYEES 401(K) PLAN 2022 401k membership
Total number of particpants at beginning of year2022-10-0611
Total number of particpants at end of year2022-10-0611
Number of Participants With Account Balances2022-10-0611

Financial Data on H. W. HERRELL DISTRIBUTING CO. UNION EMPLOYEES 401(K) PLAN

Measure Date Value
2025 : H. W. HERRELL DISTRIBUTING CO. UNION EMPLOYEES 401(K) 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 year2025-10-0370243
Net assets as of the end of the plan year2025-10-03596615
Total assets as of the beginning of the plan year2025-10-03536001
Value of plan covered by a fidelity bond2025-10-03600000
Participant contributions to plan in this plan year2025-10-0326383
Value of participant loans at end of plan year2025-10-0346785
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 year2025-10-0353818
Plan net income in this plan year2025-10-0360614
Net assets as of the end of the plan year2025-10-03596615
Net assets as of the beginning of the plan year2025-10-03536001
Employer contributions to plan in this plan year2025-10-0350656
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-034379
2024 : H. W. HERRELL DISTRIBUTING CO. UNION EMPLOYEES 401(K) 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 year2024-10-0440186
Net assets as of the end of the plan year2024-10-04536001
Total assets as of the beginning of the plan year2024-10-04427695
Value of plan covered by a fidelity bond2024-10-04600000
Participant contributions to plan in this plan year2024-10-0430665
Value of participant loans at end of plan year2024-10-0466515
Other expenses paid from plan in this plan year2024-10-040
Other contributions to plan in this plan year2024-10-040
Other income to plan in this plan year2024-10-0476533
Plan net income in this plan year2024-10-04108306
Net assets as of the end of the plan year2024-10-04536001
Net assets as of the beginning of the plan year2024-10-04427695
Employer contributions to plan in this plan year2024-10-0441294
Fees paid to broker by Benefit Provider2024-10-041256
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-045242
2022 : H. W. HERRELL DISTRIBUTING CO. UNION EMPLOYEES 401(K) 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 year2022-10-0645461
Net assets as of the end of the plan year2022-10-06421542
Total assets as of the beginning of the plan year2022-10-06304880
Value of plan covered by a fidelity bond2022-10-06600000
Participant contributions to plan in this plan year2022-10-0634850
Value of participant loans at end of plan year2022-10-0662774
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 year2022-10-0648358
Plan net income in this plan year2022-10-06116662
Net assets as of the end of the plan year2022-10-06421542
Net assets as of the beginning of the plan year2022-10-06304880
Employer contributions to plan in this plan year2022-10-0678915
Fees paid to broker by Benefit Provider2022-10-061242
Expensese paid to adminstrative service provicers from plan in this plan year2022-10-064971

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