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PROFIT SHARING PLAN OF HENRY PAK, INC. 401k Plan overview

Plan NamePROFIT SHARING PLAN OF HENRY PAK, INC.
Plan identification number 001

PROFIT SHARING PLAN OF HENRY PAK, INC. 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.
  • 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

HENRY PAK, INC. has sponsored the creation of one or more 401k plans.

Company Name:HENRY PAK, INC.
Employer identification number (EIN):570749642
NAIC Classification:424990
NAIC Description:Other Miscellaneous Nondurable Goods Merchant Wholesalers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PROFIT SHARING PLAN OF HENRY PAK, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01ANDREA BARNES GARRARD2024-09-04
0012022-01-01ANDREA GARRARD2023-08-14
0012021-01-01ANDREA GARRARD2022-07-01
0012020-01-01ANDREA GARRARD2021-06-11
0012019-01-01ANDREA GARRARD2020-06-29
0012018-01-01ANDREA GARRARD2019-06-05
0012017-03-01ANDREA GARRARD2018-06-27
0012017-03-01ANDREA GARRARD2018-11-02
0012016-03-01ANDREA GARRARD2017-04-27
0012015-03-01ANDREA BARNES GARRARD2016-07-08 JAMES F HENRY2016-07-08
0012014-03-01JAMES F HENRY2015-09-15 JAMES F HENRY2015-09-15
0012013-03-01JAMES F HENRY2014-05-28
0012012-03-01JAMES F HENRY2013-06-25
0012011-03-01JAMES HENRY2012-07-09
0012010-03-01DENISE LAMB2011-10-14

Financial Data on PROFIT SHARING PLAN OF HENRY PAK, INC.

Measure Date Value
2025 : PROFIT SHARING PLAN OF HENRY PAK, INC. 2025 401k financial data
Total expenses incurred by plan in this plan year2025-08-0795661
Net assets as of the end of the plan year2025-08-073891181
Total assets as of the beginning of the plan year2025-08-073478601
Value of plan covered by a fidelity bond2025-08-07500000
Participant contributions to plan in this plan year2025-08-0779059
Value of participant loans at end of plan year2025-08-070
Other contributions to plan in this plan year2025-08-070
Other income to plan in this plan year2025-08-07388806
Plan net income in this plan year2025-08-07412580
Net assets as of the end of the plan year2025-08-073891181
Net assets as of the beginning of the plan year2025-08-073478601
Value of contributions failed to transmitted timely2025-08-070
Employer contributions to plan in this plan year2025-08-0740376
Fees paid to broker by Benefit Provider2025-08-0720375
Expensese paid to adminstrative service provicers from plan in this plan year2025-08-0726896
2024 : PROFIT SHARING PLAN OF HENRY PAK, INC. 2024 401k financial data
Total expenses incurred by plan in this plan year2024-09-0425661
Net assets as of the end of the plan year2024-09-043478601
Total assets as of the beginning of the plan year2024-09-042976632
Value of plan covered by a fidelity bond2024-09-04500000
Participant contributions to plan in this plan year2024-09-0472092
Other contributions to plan in this plan year2024-09-040
Other income to plan in this plan year2024-09-04416441
Plan net income in this plan year2024-09-04501969
Net assets as of the end of the plan year2024-09-043478601
Net assets as of the beginning of the plan year2024-09-042976632
Employer contributions to plan in this plan year2024-09-0439097
Fees paid to broker by Benefit Provider2024-09-0417366
Expensese paid to adminstrative service provicers from plan in this plan year2024-09-0422835
2022 : PROFIT SHARING PLAN OF HENRY PAK, INC. 2022 401k financial data
Total expenses incurred by plan in this plan year2022-07-011509984
Net assets as of the end of the plan year2022-07-013400509
Total assets as of the beginning of the plan year2022-07-014251485
Value of plan covered by a fidelity bond2022-07-01500000
Participant contributions to plan in this plan year2022-07-0168816
Other contributions to plan in this plan year2022-07-010
Other income to plan in this plan year2022-07-01554700
Plan net income in this plan year2022-07-01-850976
Net assets as of the end of the plan year2022-07-013400509
Net assets as of the beginning of the plan year2022-07-014251485
Employer contributions to plan in this plan year2022-07-0135492
Fees paid to broker by Benefit Provider2022-07-0124336
Expensese paid to adminstrative service provicers from plan in this plan year2022-07-0132190

Potentially related plans

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