HARVEY & PRICE CO., INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan HARVEY & PRICE CO. INC. EMPLOYEE SAVINGS PLAN
401k plan membership statisitcs for HARVEY & PRICE CO. INC. EMPLOYEE SAVINGS PLAN
| Measure | Date | Value |
|---|
| 2022: HARVEY & PRICE CO. INC. EMPLOYEE SAVINGS PLAN 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-01-01 | 66 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 64 |
| Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 6 |
| Total of all active and inactive participants | 2022-01-01 | 70 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
| Total participants | 2022-01-01 | 70 |
| Number of participants with account balances | 2022-01-01 | 62 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
| 2021: HARVEY & PRICE CO. INC. EMPLOYEE SAVINGS PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-01-01 | 70 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 60 |
| Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 6 |
| Total of all active and inactive participants | 2021-01-01 | 66 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
| Total participants | 2021-01-01 | 66 |
| Number of participants with account balances | 2021-01-01 | 58 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
| 2020: HARVEY & PRICE CO. INC. EMPLOYEE SAVINGS PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 73 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 68 |
| Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 2 |
| Total of all active and inactive participants | 2020-01-01 | 70 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
| Total participants | 2020-01-01 | 70 |
| Number of participants with account balances | 2020-01-01 | 63 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2022 : HARVEY & PRICE CO. INC. EMPLOYEE SAVINGS PLAN 2022 401k financial data |
|---|
| Transfers to/from the plan | 2022-12-31 | $0 |
| Total plan liabilities at end of year | 2022-12-31 | $0 |
| Total plan liabilities at beginning of year | 2022-12-31 | $0 |
| Total income from all sources | 2022-12-31 | $-252,466 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $659,049 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $627,564 |
| Total plan assets at end of year | 2022-12-31 | $4,428,875 |
| Total plan assets at beginning of year | 2022-12-31 | $5,340,390 |
| Value of fidelity bond covering the plan | 2022-12-31 | $500,000 |
| Assets. Value of tangible personal property | 2022-12-31 | $0 |
| Total contributions received or receivable from participants | 2022-12-31 | $281,688 |
| Assets. Value of loans (other than to participants) | 2022-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2022-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2022-12-31 | $117,714 |
| Other income received | 2022-12-31 | $-788,671 |
| Noncash contributions received | 2022-12-31 | $0 |
| Net income (gross income less expenses) | 2022-12-31 | $-911,515 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $4,428,875 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $5,340,390 |
| Assets. Value of participant loans | 2022-12-31 | $0 |
| Assets. Value of assets in partnership/joint-venture interests | 2022-12-31 | $0 |
| Assets. Value of real-estate (other than employer real property) | 2022-12-31 | $0 |
| Assets. Value of employer securities | 2022-12-31 | $0 |
| Assets. Value of employer real property | 2022-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $136,803 |
| Value of certain deemed distributions of participant loans | 2022-12-31 | $0 |
| Value of corrective distributions | 2022-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $31,485 |
| 2021 : HARVEY & PRICE CO. INC. EMPLOYEE SAVINGS PLAN 2021 401k financial data |
|---|
| Transfers to/from the plan | 2021-12-31 | $0 |
| Total plan liabilities at end of year | 2021-12-31 | $0 |
| Total plan liabilities at beginning of year | 2021-12-31 | $0 |
| Total income from all sources | 2021-12-31 | $944,510 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $486,528 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $446,461 |
| Total plan assets at end of year | 2021-12-31 | $5,340,390 |
| Total plan assets at beginning of year | 2021-12-31 | $4,882,408 |
| Value of fidelity bond covering the plan | 2021-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2021-12-31 | $256,551 |
| Expenses. Other expenses not covered elsewhere | 2021-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2021-12-31 | $0 |
| Other income received | 2021-12-31 | $542,794 |
| Noncash contributions received | 2021-12-31 | $0 |
| Net income (gross income less expenses) | 2021-12-31 | $457,982 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $5,340,390 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $4,882,408 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $145,165 |
| Value of certain deemed distributions of participant loans | 2021-12-31 | $0 |
| Value of corrective distributions | 2021-12-31 | $7,722 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $32,345 |
| 2020 : HARVEY & PRICE CO. INC. EMPLOYEE SAVINGS PLAN 2020 401k financial data |
|---|
| Transfers to/from the plan | 2020-12-31 | $0 |
| Total plan liabilities at end of year | 2020-12-31 | $0 |
| Total plan liabilities at beginning of year | 2020-12-31 | $0 |
| Total income from all sources | 2020-12-31 | $610,678 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $37,517 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $30,092 |
| Total plan assets at end of year | 2020-12-31 | $4,882,408 |
| Total plan assets at beginning of year | 2020-12-31 | $4,309,247 |
| Value of fidelity bond covering the plan | 2020-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2020-12-31 | $152,074 |
| Expenses. Other expenses not covered elsewhere | 2020-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2020-12-31 | $29,793 |
| Other income received | 2020-12-31 | $428,811 |
| Noncash contributions received | 2020-12-31 | $0 |
| Net income (gross income less expenses) | 2020-12-31 | $573,161 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $4,882,408 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $4,309,247 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $0 |
| Value of certain deemed distributions of participant loans | 2020-12-31 | $0 |
| Value of corrective distributions | 2020-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $7,425 |
| 2022: HARVEY & PRICE CO. INC. EMPLOYEE SAVINGS PLAN 2022 form 5500 responses |
|---|
| 2022-01-01 | Type of plan entity | Single employer plan |
| 2022-01-01 | This submission is the final filing | No |
| 2022-01-01 | Plan is a collectively bargained plan | No |
| 2022-01-01 | Plan funding arrangement – Trust | Yes |
| 2022-01-01 | Plan benefit arrangement - Trust | Yes |
| 2021: HARVEY & PRICE CO. INC. EMPLOYEE SAVINGS PLAN 2021 form 5500 responses |
|---|
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | Submission has been amended | No |
| 2021-01-01 | This submission is the final filing | No |
| 2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-01-01 | Plan is a collectively bargained plan | No |
| 2021-01-01 | Plan funding arrangement – Trust | Yes |
| 2021-01-01 | Plan benefit arrangement - Trust | Yes |
| 2020: HARVEY & PRICE CO. INC. EMPLOYEE SAVINGS PLAN 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | Submission has been amended | No |
| 2020-01-01 | This submission is the final filing | No |
| 2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-01-01 | Plan is a collectively bargained plan | No |
| 2020-01-01 | Plan funding arrangement – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
