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THE HERNANDEZ COMPANIES, INC RETIREMENT SAVINGS PLAN & TRUST 401k Plan overview

Plan NameTHE HERNANDEZ COMPANIES, INC RETIREMENT SAVINGS PLAN & TRUST
Plan identification number 002

THE HERNANDEZ COMPANIES, INC RETIREMENT SAVINGS PLAN & TRUST 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

DMS COMPANIES, INC. DBA HERNANDEZ COMPANIES has sponsored the creation of one or more 401k plans.

Company Name:DMS COMPANIES, INC. DBA HERNANDEZ COMPANIES
Employer identification number (EIN):871806141
NAIC Classification:238900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE HERNANDEZ COMPANIES, INC RETIREMENT SAVINGS PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01MORGAN STEPHEN2024-10-14
0022022-01-01DEBORAH M STEPHEN2023-06-06 DEBORAH M STEPHEN2023-06-06
0022021-01-01DMS COMPANIES2022-08-31

Plan Statistics for THE HERNANDEZ COMPANIES, INC RETIREMENT SAVINGS PLAN & TRUST

401k plan membership statisitcs for THE HERNANDEZ COMPANIES, INC RETIREMENT SAVINGS PLAN & TRUST

Measure Date Value
2025: THE HERNANDEZ COMPANIES, INC RETIREMENT SAVINGS PLAN & TRUST 2025 401k membership
Total number of particpants at beginning of year2025-10-1652
Total number of particpants at end of year2025-10-1653
Number of Participants With Account Balances2025-10-1633
Total number of particpants at beginning of year2025-10-1452
Total number of particpants at end of year2025-10-1453
Number of Participants With Account Balances2025-10-1433
2024: THE HERNANDEZ COMPANIES, INC RETIREMENT SAVINGS PLAN & TRUST 2024 401k membership
Total number of particpants at beginning of year2024-10-1462
Total number of particpants at end of year2024-10-1452
Number of Participants With Account Balances2024-10-1435
2022: THE HERNANDEZ COMPANIES, INC RETIREMENT SAVINGS PLAN & TRUST 2022 401k membership
Total number of particpants at beginning of year2022-08-3147
Total number of particpants at end of year2022-08-3152
Number of Participants With Account Balances2022-08-3140

Financial Data on THE HERNANDEZ COMPANIES, INC RETIREMENT SAVINGS PLAN & TRUST

Measure Date Value
2025 : THE HERNANDEZ COMPANIES, INC RETIREMENT SAVINGS PLAN & TRUST 2025 401k financial data
Total liabilities as of the beginning of the plan year2025-10-160
Total expenses incurred by plan in this plan year2025-10-16227975
Net assets as of the end of the plan year2025-10-161794045
Total assets as of the beginning of the plan year2025-10-161599033
Value of plan covered by a fidelity bond2025-10-161000000
Participant contributions to plan in this plan year2025-10-16126437
Value of participant loans at end of plan year2025-10-1612265
Other income to plan in this plan year2025-10-16268031
Plan net income in this plan year2025-10-16195012
Net assets as of the end of the plan year2025-10-161794045
Net assets as of the beginning of the plan year2025-10-161599033
Employer contributions to plan in this plan year2025-10-1628519
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-1613167
Total liabilities as of the beginning of the plan year2025-10-140
Total expenses incurred by plan in this plan year2025-10-14227975
Net assets as of the end of the plan year2025-10-141794045
Total assets as of the beginning of the plan year2025-10-141599033
Value of plan covered by a fidelity bond2025-10-141000000
Participant contributions to plan in this plan year2025-10-14126437
Value of participant loans at end of plan year2025-10-1412265
Other income to plan in this plan year2025-10-14268031
Plan net income in this plan year2025-10-14195012
Net assets as of the end of the plan year2025-10-141794045
Net assets as of the beginning of the plan year2025-10-141599033
Employer contributions to plan in this plan year2025-10-1428519
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-1413167
2024 : THE HERNANDEZ COMPANIES, INC RETIREMENT SAVINGS PLAN & TRUST 2024 401k financial data
Total liabilities as of the beginning of the plan year2024-10-140
Total expenses incurred by plan in this plan year2024-10-14379610
Net assets as of the end of the plan year2024-10-141599033
Total assets as of the beginning of the plan year2024-10-141469257
Value of plan covered by a fidelity bond2024-10-141000000
Participant contributions to plan in this plan year2024-10-14177420
Value of participant loans at end of plan year2024-10-1442981
Other income to plan in this plan year2024-10-14261048
Plan net income in this plan year2024-10-14129776
Net assets as of the end of the plan year2024-10-141599033
Net assets as of the beginning of the plan year2024-10-141469257
Employer contributions to plan in this plan year2024-10-1470918
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-1410809
2022 : THE HERNANDEZ COMPANIES, INC RETIREMENT SAVINGS PLAN & TRUST 2022 401k financial data
Total liabilities as of the beginning of the plan year2022-08-310
Total expenses incurred by plan in this plan year2022-08-31355453
Net assets as of the end of the plan year2022-08-312932346
Total assets as of the beginning of the plan year2022-08-312699251
Value of plan covered by a fidelity bond2022-08-311000000
Participant contributions to plan in this plan year2022-08-31222290
Value of participant loans at end of plan year2022-08-3167139
Other income to plan in this plan year2022-08-31325711
Plan net income in this plan year2022-08-31233095
Net assets as of the end of the plan year2022-08-312932346
Net assets as of the beginning of the plan year2022-08-312699251
Employer contributions to plan in this plan year2022-08-3140547
Expensese paid to adminstrative service provicers from plan in this plan year2022-08-312566

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