THE HAVENS COMPANY has sponsored the creation of one or more 401k plans.
| Measure | Date | Value |
|---|
| 2022: THE HAVENS RETIREMENT PLAN 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-10-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-10-01 | 2 |
| Number of retired or separated participants receiving benefits | 2022-10-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2022-10-01 | 0 |
| Total of all active and inactive participants | 2022-10-01 | 2 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-10-01 | 0 |
| Total participants | 2022-10-01 | 2 |
| Number of participants with account balances | 2022-10-01 | 2 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-10-01 | 0 |
| 2021: THE HAVENS RETIREMENT PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-10-01 | 1 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-10-01 | 2 |
| Number of retired or separated participants receiving benefits | 2021-10-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2021-10-01 | 0 |
| Total of all active and inactive participants | 2021-10-01 | 2 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-10-01 | 0 |
| Total participants | 2021-10-01 | 2 |
| Number of participants with account balances | 2021-10-01 | 2 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-10-01 | 0 |
| 2020: THE HAVENS RETIREMENT PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-10-01 | 1 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-10-01 | 1 |
| Number of retired or separated participants receiving benefits | 2020-10-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2020-10-01 | 0 |
| Total of all active and inactive participants | 2020-10-01 | 1 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-10-01 | 0 |
| Total participants | 2020-10-01 | 1 |
| Number of participants with account balances | 2020-10-01 | 1 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-10-01 | 0 |
| 2016: THE HAVENS RETIREMENT PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-10-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-10-01 | 1 |
| Total of all active and inactive participants | 2016-10-01 | 1 |
| Total participants | 2016-10-01 | 1 |
| Number of participants with account balances | 2016-10-01 | 2 |
| 2015: THE HAVENS RETIREMENT PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-10-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-10-01 | 1 |
| Total of all active and inactive participants | 2015-10-01 | 1 |
| Total participants | 2015-10-01 | 1 |
| Number of participants with account balances | 2015-10-01 | 2 |
| 2014: THE HAVENS RETIREMENT PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-10-01 | 1 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-10-01 | 1 |
| Total of all active and inactive participants | 2014-10-01 | 1 |
| Total participants | 2014-10-01 | 1 |
| Number of participants with account balances | 2014-10-01 | 2 |
| 2013: THE HAVENS RETIREMENT PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-10-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-10-01 | 1 |
| Total of all active and inactive participants | 2013-10-01 | 1 |
| Total participants | 2013-10-01 | 1 |
| Number of participants with account balances | 2013-10-01 | 1 |
| 2012: THE HAVENS RETIREMENT PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-10-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-10-01 | 1 |
| Total of all active and inactive participants | 2012-10-01 | 1 |
| Total participants | 2012-10-01 | 1 |
| Number of participants with account balances | 2012-10-01 | 1 |
| 2011: THE HAVENS RETIREMENT PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-10-01 | 1 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-10-01 | 1 |
| Total of all active and inactive participants | 2011-10-01 | 1 |
| Total participants | 2011-10-01 | 1 |
| Number of participants with account balances | 2011-10-01 | 1 |
| Measure | Date | Value |
|---|
| 2023 : THE HAVENS RETIREMENT PLAN 2023 401k financial data |
|---|
| Total income from all sources | 2023-09-30 | $23,306 |
| Expenses. Total of all expenses incurred | 2023-09-30 | $0 |
| Total plan assets at end of year | 2023-09-30 | $383,616 |
| Total plan assets at beginning of year | 2023-09-30 | $360,310 |
| Value of fidelity bond covering the plan | 2023-09-30 | $50,000 |
| Total contributions received or receivable from participants | 2023-09-30 | $5,641 |
| Other income received | 2023-09-30 | $12,570 |
| Net income (gross income less expenses) | 2023-09-30 | $23,306 |
| Net plan assets at end of year (total assets less liabilities) | 2023-09-30 | $383,616 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-09-30 | $360,310 |
| Assets. Value of employer securities | 2023-09-30 | $360,000 |
| Total contributions received or receivable from employer(s) | 2023-09-30 | $5,095 |
| 2022 : THE HAVENS RETIREMENT PLAN 2022 401k financial data |
|---|
| Total income from all sources | 2022-09-30 | $80,252 |
| Expenses. Total of all expenses incurred | 2022-09-30 | $0 |
| Total plan assets at end of year | 2022-09-30 | $360,310 |
| Total plan assets at beginning of year | 2022-09-30 | $280,058 |
| Value of fidelity bond covering the plan | 2022-09-30 | $50,000 |
| Total contributions received or receivable from participants | 2022-09-30 | $2,706 |
| Other income received | 2022-09-30 | $75,047 |
| Net income (gross income less expenses) | 2022-09-30 | $80,252 |
| Net plan assets at end of year (total assets less liabilities) | 2022-09-30 | $360,310 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-09-30 | $280,058 |
| Assets. Value of employer securities | 2022-09-30 | $350,000 |
| Total contributions received or receivable from employer(s) | 2022-09-30 | $2,499 |
| 2021 : THE HAVENS RETIREMENT PLAN 2021 401k financial data |
|---|
| Total income from all sources | 2021-09-30 | $27,760 |
| Expenses. Total of all expenses incurred | 2021-09-30 | $0 |
| Total plan assets at end of year | 2021-09-30 | $280,058 |
| Total plan assets at beginning of year | 2021-09-30 | $252,298 |
| Value of fidelity bond covering the plan | 2021-09-30 | $50,000 |
| Total contributions received or receivable from participants | 2021-09-30 | $1,380 |
| Other income received | 2021-09-30 | $25,000 |
| Net income (gross income less expenses) | 2021-09-30 | $27,760 |
| Net plan assets at end of year (total assets less liabilities) | 2021-09-30 | $280,058 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-09-30 | $252,298 |
| Assets. Value of employer securities | 2021-09-30 | $275,000 |
| Total contributions received or receivable from employer(s) | 2021-09-30 | $1,380 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-09-30 | $0 |
| 2020 : THE HAVENS RETIREMENT PLAN 2020 401k financial data |
|---|
| Total income from all sources | 2020-09-30 | $-48,933 |
| Expenses. Total of all expenses incurred | 2020-09-30 | $6,561 |
| Benefits paid (including direct rollovers) | 2020-09-30 | $6,561 |
| Total plan assets at end of year | 2020-09-30 | $252,298 |
| Total plan assets at beginning of year | 2020-09-30 | $307,792 |
| Value of fidelity bond covering the plan | 2020-09-30 | $50,000 |
| Total contributions received or receivable from participants | 2020-09-30 | $527 |
| Other income received | 2020-09-30 | $-49,964 |
| Net income (gross income less expenses) | 2020-09-30 | $-55,494 |
| Net plan assets at end of year (total assets less liabilities) | 2020-09-30 | $252,298 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-09-30 | $307,792 |
| Assets. Value of employer securities | 2020-09-30 | $250,000 |
| Total contributions received or receivable from employer(s) | 2020-09-30 | $504 |
| 2019 : THE HAVENS RETIREMENT PLAN 2019 401k financial data |
|---|
| Total income from all sources | 2019-09-30 | $-96,986 |
| Expenses. Total of all expenses incurred | 2019-09-30 | $0 |
| Total plan assets at end of year | 2019-09-30 | $307,792 |
| Total plan assets at beginning of year | 2019-09-30 | $404,778 |
| Value of fidelity bond covering the plan | 2019-09-30 | $50,000 |
| Total contributions received or receivable from participants | 2019-09-30 | $1,567 |
| Other income received | 2019-09-30 | $-99,924 |
| Net income (gross income less expenses) | 2019-09-30 | $-96,986 |
| Net plan assets at end of year (total assets less liabilities) | 2019-09-30 | $307,792 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-09-30 | $404,778 |
| Assets. Value of employer securities | 2019-09-30 | $300,000 |
| Total contributions received or receivable from employer(s) | 2019-09-30 | $1,371 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-09-30 | $0 |
| 2018 : THE HAVENS RETIREMENT PLAN 2018 401k financial data |
|---|
| Funding deficiency by the employer to the plan for this plan year | 2018-09-30 | $0 |
| Minimum employer required contribution for this plan year | 2018-09-30 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2018-09-30 | $0 |
| 2017 : THE HAVENS RETIREMENT PLAN 2017 401k financial data |
|---|
| Total income from all sources | 2017-09-30 | $4 |
| Expenses. Total of all expenses incurred | 2017-09-30 | $1,020 |
| Benefits paid (including direct rollovers) | 2017-09-30 | $1,020 |
| Total plan assets at end of year | 2017-09-30 | $327,297 |
| Total plan assets at beginning of year | 2017-09-30 | $328,313 |
| Other income received | 2017-09-30 | $4 |
| Net income (gross income less expenses) | 2017-09-30 | $-1,016 |
| Net plan assets at end of year (total assets less liabilities) | 2017-09-30 | $327,297 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-09-30 | $328,313 |
| Assets. Value of employer securities | 2017-09-30 | $325,000 |
| 2016 : THE HAVENS RETIREMENT PLAN 2016 401k financial data |
|---|
| Total income from all sources | 2016-09-30 | $102,490 |
| Total plan assets at end of year | 2016-09-30 | $328,313 |
| Total plan assets at beginning of year | 2016-09-30 | $225,823 |
| Value of fidelity bond covering the plan | 2016-09-30 | $50,000 |
| Other income received | 2016-09-30 | $102,490 |
| Net income (gross income less expenses) | 2016-09-30 | $102,490 |
| Net plan assets at end of year (total assets less liabilities) | 2016-09-30 | $328,313 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-09-30 | $225,823 |
| Assets. Value of employer securities | 2016-09-30 | $325,000 |
| Funding deficiency by the employer to the plan for this plan year | 2016-09-30 | $0 |
| Minimum employer required contribution for this plan year | 2016-09-30 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2016-09-30 | $0 |
| 2015 : THE HAVENS RETIREMENT PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-09-30 | $8,529 |
| Total plan assets at end of year | 2015-09-30 | $225,823 |
| Total plan assets at beginning of year | 2015-09-30 | $217,294 |
| Total contributions received or receivable from participants | 2015-09-30 | $543 |
| Other income received | 2015-09-30 | $7,511 |
| Net income (gross income less expenses) | 2015-09-30 | $8,529 |
| Net plan assets at end of year (total assets less liabilities) | 2015-09-30 | $225,823 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-09-30 | $217,294 |
| Assets. Value of employer securities | 2015-09-30 | $222,510 |
| Total contributions received or receivable from employer(s) | 2015-09-30 | $475 |
| Funding deficiency by the employer to the plan for this plan year | 2015-09-30 | $0 |
| Minimum employer required contribution for this plan year | 2015-09-30 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2015-09-30 | $0 |
| 2014 : THE HAVENS RETIREMENT PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-09-30 | $1 |
| Total plan assets at end of year | 2014-09-30 | $217,294 |
| Total plan assets at beginning of year | 2014-09-30 | $217,293 |
| Other income received | 2014-09-30 | $1 |
| Net income (gross income less expenses) | 2014-09-30 | $1 |
| Net plan assets at end of year (total assets less liabilities) | 2014-09-30 | $217,294 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-09-30 | $217,293 |
| Assets. Value of employer securities | 2014-09-30 | $215,000 |
| Funding deficiency by the employer to the plan for this plan year | 2014-09-30 | $0 |
| Minimum employer required contribution for this plan year | 2014-09-30 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2014-09-30 | $0 |
| 2013 : THE HAVENS RETIREMENT PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-09-30 | $2 |
| Total plan assets at end of year | 2013-09-30 | $217,293 |
| Total plan assets at beginning of year | 2013-09-30 | $217,291 |
| Other income received | 2013-09-30 | $2 |
| Net income (gross income less expenses) | 2013-09-30 | $2 |
| Net plan assets at end of year (total assets less liabilities) | 2013-09-30 | $217,293 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-09-30 | $217,291 |
| Assets. Value of employer securities | 2013-09-30 | $215,000 |
| Funding deficiency by the employer to the plan for this plan year | 2013-09-30 | $0 |
| Minimum employer required contribution for this plan year | 2013-09-30 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2013-09-30 | $0 |
| 2012 : THE HAVENS RETIREMENT PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-09-30 | $217,291 |
| Total plan assets at end of year | 2012-09-30 | $217,291 |
| Contributions received from other sources (not participants or employers) | 2012-09-30 | $217,284 |
| Other income received | 2012-09-30 | $7 |
| Net income (gross income less expenses) | 2012-09-30 | $217,291 |
| Net plan assets at end of year (total assets less liabilities) | 2012-09-30 | $217,291 |
| Assets. Value of employer securities | 2012-09-30 | $215,000 |
| Funding deficiency by the employer to the plan for this plan year | 2012-09-30 | $0 |
| Minimum employer required contribution for this plan year | 2012-09-30 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2012-09-30 | $0 |
| 2022: THE HAVENS RETIREMENT PLAN 2022 form 5500 responses |
|---|
| 2022-10-01 | Type of plan entity | Single employer plan |
| 2022-10-01 | Submission has been amended | No |
| 2022-10-01 | This submission is the final filing | No |
| 2022-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2022-10-01 | Plan is a collectively bargained plan | No |
| 2022-10-01 | Plan funding arrangement – Trust | Yes |
| 2022-10-01 | Plan benefit arrangement - Trust | Yes |
| 2021: THE HAVENS RETIREMENT PLAN 2021 form 5500 responses |
|---|
| 2021-10-01 | Type of plan entity | Single employer plan |
| 2021-10-01 | Submission has been amended | No |
| 2021-10-01 | This submission is the final filing | No |
| 2021-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-10-01 | Plan is a collectively bargained plan | No |
| 2021-10-01 | Plan funding arrangement – Trust | Yes |
| 2021-10-01 | Plan benefit arrangement - Trust | Yes |
| 2020: THE HAVENS RETIREMENT PLAN 2020 form 5500 responses |
|---|
| 2020-10-01 | Type of plan entity | Single employer plan |
| 2020-10-01 | Submission has been amended | No |
| 2020-10-01 | This submission is the final filing | No |
| 2020-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-10-01 | Plan is a collectively bargained plan | No |
| 2020-10-01 | Plan funding arrangement – Trust | Yes |
| 2020-10-01 | Plan benefit arrangement - Trust | Yes |
| 2016: THE HAVENS RETIREMENT PLAN 2016 form 5500 responses |
|---|
| 2016-10-01 | Type of plan entity | Single employer plan |
| 2016-10-01 | Plan funding arrangement – Trust | Yes |
| 2016-10-01 | Plan benefit arrangement - Trust | Yes |
| 2015: THE HAVENS RETIREMENT PLAN 2015 form 5500 responses |
|---|
| 2015-10-01 | Type of plan entity | Single employer plan |
| 2015-10-01 | Plan funding arrangement – Trust | Yes |
| 2015-10-01 | Plan benefit arrangement - Trust | Yes |
| 2014: THE HAVENS RETIREMENT PLAN 2014 form 5500 responses |
|---|
| 2014-10-01 | Type of plan entity | Single employer plan |
| 2014-10-01 | Plan funding arrangement – Trust | Yes |
| 2014-10-01 | Plan benefit arrangement - Trust | Yes |
| 2013: THE HAVENS RETIREMENT PLAN 2013 form 5500 responses |
|---|
| 2013-10-01 | Type of plan entity | Single employer plan |
| 2013-10-01 | Plan funding arrangement – Trust | Yes |
| 2013-10-01 | Plan benefit arrangement - Trust | Yes |
| 2012: THE HAVENS RETIREMENT PLAN 2012 form 5500 responses |
|---|
| 2012-10-01 | Type of plan entity | Single employer plan |
| 2012-10-01 | Plan funding arrangement – Trust | Yes |
| 2012-10-01 | Plan benefit arrangement - Trust | Yes |
| 2011: THE HAVENS RETIREMENT PLAN 2011 form 5500 responses |
|---|
| 2011-10-01 | Type of plan entity | Single employer plan |
| 2011-10-01 | First time form 5500 has been submitted | Yes |
| 2011-10-01 | Plan funding arrangement – Trust | Yes |
| 2011-10-01 | Plan benefit arrangement - Trust | Yes |