B.P. HUDDLESTON & CO., INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan B.P. HUDDLESTON & COMPANY MONEY PURCHASE PENSION PLAN
401k plan membership statisitcs for B.P. HUDDLESTON & COMPANY MONEY PURCHASE PENSION PLAN
| Measure | Date | Value |
|---|
| 2021: B.P. HUDDLESTON & COMPANY MONEY PURCHASE PENSION PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-10-01 | 9 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-10-01 | 6 |
| 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 | 3 |
| Total of all active and inactive participants | 2021-10-01 | 9 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-10-01 | 0 |
| Total participants | 2021-10-01 | 9 |
| Number of participants with account balances | 2021-10-01 | 9 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-10-01 | 0 |
| 2020: B.P. HUDDLESTON & COMPANY MONEY PURCHASE PENSION PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-10-01 | 9 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-10-01 | 6 |
| 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 | 3 |
| Total of all active and inactive participants | 2020-10-01 | 9 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-10-01 | 0 |
| Total participants | 2020-10-01 | 9 |
| Number of participants with account balances | 2020-10-01 | 9 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-10-01 | 0 |
| 2019: B.P. HUDDLESTON & COMPANY MONEY PURCHASE PENSION PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-10-01 | 9 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-10-01 | 6 |
| Number of retired or separated participants receiving benefits | 2019-10-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2019-10-01 | 3 |
| Total of all active and inactive participants | 2019-10-01 | 9 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-10-01 | 0 |
| Total participants | 2019-10-01 | 9 |
| Number of participants with account balances | 2019-10-01 | 9 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-10-01 | 0 |
| 2018: B.P. HUDDLESTON & COMPANY MONEY PURCHASE PENSION PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-10-01 | 8 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-10-01 | 6 |
| Number of retired or separated participants receiving benefits | 2018-10-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2018-10-01 | 3 |
| Total of all active and inactive participants | 2018-10-01 | 9 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-10-01 | 0 |
| Total participants | 2018-10-01 | 9 |
| Number of participants with account balances | 2018-10-01 | 9 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-10-01 | 0 |
| 2017: B.P. HUDDLESTON & COMPANY MONEY PURCHASE PENSION PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-10-01 | 39 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-10-01 | 5 |
| Number of retired or separated participants receiving benefits | 2017-10-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2017-10-01 | 3 |
| Total of all active and inactive participants | 2017-10-01 | 8 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-10-01 | 0 |
| Total participants | 2017-10-01 | 8 |
| Number of participants with account balances | 2017-10-01 | 8 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-10-01 | 0 |
| Measure | Date | Value |
|---|
| 2022 : B.P. HUDDLESTON & COMPANY MONEY PURCHASE PENSION PLAN 2022 401k financial data |
|---|
| Total income from all sources | 2022-09-30 | $-2,624,758 |
| Expenses. Total of all expenses incurred | 2022-09-30 | $236,579 |
| Benefits paid (including direct rollovers) | 2022-09-30 | $80,000 |
| Total plan assets at end of year | 2022-09-30 | $22,562,564 |
| Total plan assets at beginning of year | 2022-09-30 | $25,423,901 |
| Value of fidelity bond covering the plan | 2022-09-30 | $2,600,000 |
| Expenses. Other expenses not covered elsewhere | 2022-09-30 | $68,599 |
| Other income received | 2022-09-30 | $-2,686,558 |
| Net income (gross income less expenses) | 2022-09-30 | $-2,861,337 |
| Net plan assets at end of year (total assets less liabilities) | 2022-09-30 | $22,562,564 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-09-30 | $25,423,901 |
| Assets. Value of assets in partnership/joint-venture interests | 2022-09-30 | $2,247,523 |
| Total contributions received or receivable from employer(s) | 2022-09-30 | $61,800 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-09-30 | $87,980 |
| 2021 : B.P. HUDDLESTON & COMPANY MONEY PURCHASE PENSION PLAN 2021 401k financial data |
|---|
| Total income from all sources | 2021-09-30 | $6,048,109 |
| Expenses. Total of all expenses incurred | 2021-09-30 | $148,899 |
| Total plan assets at end of year | 2021-09-30 | $25,423,901 |
| Total plan assets at beginning of year | 2021-09-30 | $19,524,691 |
| Value of fidelity bond covering the plan | 2021-09-30 | $2,500,000 |
| Expenses. Other expenses not covered elsewhere | 2021-09-30 | $71,675 |
| Other income received | 2021-09-30 | $5,990,149 |
| Net income (gross income less expenses) | 2021-09-30 | $5,899,210 |
| Net plan assets at end of year (total assets less liabilities) | 2021-09-30 | $25,423,901 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-09-30 | $19,524,691 |
| Assets. Value of assets in partnership/joint-venture interests | 2021-09-30 | $1,537,726 |
| Total contributions received or receivable from employer(s) | 2021-09-30 | $57,960 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-09-30 | $77,224 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-09-30 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2021-09-30 | $0 |
| Minimum employer required contribution for this plan year | 2021-09-30 | $36,225 |
| Amount contributed by the employer to the plan for this plan year | 2021-09-30 | $36,225 |
| 2020 : B.P. HUDDLESTON & COMPANY MONEY PURCHASE PENSION PLAN 2020 401k financial data |
|---|
| Total income from all sources | 2020-09-30 | $1,426,596 |
| Expenses. Total of all expenses incurred | 2020-09-30 | $25,463 |
| Total plan assets at end of year | 2020-09-30 | $19,524,691 |
| Total plan assets at beginning of year | 2020-09-30 | $18,123,558 |
| Value of fidelity bond covering the plan | 2020-09-30 | $2,500,000 |
| Expenses. Other expenses not covered elsewhere | 2020-09-30 | $15,972 |
| Other income received | 2020-09-30 | $1,368,636 |
| Net income (gross income less expenses) | 2020-09-30 | $1,401,133 |
| Net plan assets at end of year (total assets less liabilities) | 2020-09-30 | $19,524,691 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-09-30 | $18,123,558 |
| Assets. Value of assets in partnership/joint-venture interests | 2020-09-30 | $1,577,441 |
| Total contributions received or receivable from employer(s) | 2020-09-30 | $57,960 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-09-30 | $9,491 |
| 2019 : B.P. HUDDLESTON & COMPANY MONEY PURCHASE PENSION PLAN 2019 401k financial data |
|---|
| Total income from all sources | 2019-09-30 | $1,121,275 |
| Expenses. Total of all expenses incurred | 2019-09-30 | $190,926 |
| Benefits paid (including direct rollovers) | 2019-09-30 | $60,000 |
| Total plan assets at end of year | 2019-09-30 | $18,123,558 |
| Total plan assets at beginning of year | 2019-09-30 | $17,193,209 |
| Value of fidelity bond covering the plan | 2019-09-30 | $4,000,000 |
| Other income received | 2019-09-30 | $1,064,515 |
| Net income (gross income less expenses) | 2019-09-30 | $930,349 |
| Net plan assets at end of year (total assets less liabilities) | 2019-09-30 | $18,123,558 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-09-30 | $17,193,209 |
| Assets. Value of assets in partnership/joint-venture interests | 2019-09-30 | $1,952,892 |
| Total contributions received or receivable from employer(s) | 2019-09-30 | $56,760 |
| Value of certain deemed distributions of participant loans | 2019-09-30 | $3,100 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-09-30 | $127,826 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-09-30 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2019-09-30 | $0 |
| Minimum employer required contribution for this plan year | 2019-09-30 | $35,475 |
| Amount contributed by the employer to the plan for this plan year | 2019-09-30 | $35,475 |
| 2018 : B.P. HUDDLESTON & COMPANY MONEY PURCHASE PENSION PLAN 2018 401k financial data |
|---|
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-09-30 | $0 |
| 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 | $38,200 |
| Amount contributed by the employer to the plan for this plan year | 2018-09-30 | $38,200 |
| 2021: B.P. HUDDLESTON & COMPANY MONEY PURCHASE PENSION 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: B.P. HUDDLESTON & COMPANY MONEY PURCHASE PENSION 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 |
| 2019: B.P. HUDDLESTON & COMPANY MONEY PURCHASE PENSION PLAN 2019 form 5500 responses |
|---|
| 2019-10-01 | Type of plan entity | Single employer plan |
| 2019-10-01 | Submission has been amended | No |
| 2019-10-01 | This submission is the final filing | No |
| 2019-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-10-01 | Plan is a collectively bargained plan | No |
| 2019-10-01 | Plan funding arrangement – Trust | Yes |
| 2019-10-01 | Plan benefit arrangement - Trust | Yes |
| 2018: B.P. HUDDLESTON & COMPANY MONEY PURCHASE PENSION PLAN 2018 form 5500 responses |
|---|
| 2018-10-01 | Type of plan entity | Single employer plan |
| 2018-10-01 | Submission has been amended | No |
| 2018-10-01 | This submission is the final filing | No |
| 2018-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-10-01 | Plan is a collectively bargained plan | No |
| 2018-10-01 | Plan funding arrangement – Trust | Yes |
| 2018-10-01 | Plan benefit arrangement - Trust | Yes |
| 2017: B.P. HUDDLESTON & COMPANY MONEY PURCHASE PENSION PLAN 2017 form 5500 responses |
|---|
| 2017-10-01 | Type of plan entity | Single employer plan |
| 2017-10-01 | Submission has been amended | Yes |
| 2017-10-01 | This submission is the final filing | No |
| 2017-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-10-01 | Plan is a collectively bargained plan | No |
| 2017-10-01 | Plan funding arrangement – Trust | Yes |
| 2017-10-01 | Plan benefit arrangement - Trust | Yes |
