401k Plan data: HEMENWAY & BARNES 401(K) PLAN plan

HEMENWAY & BARNES 401(K) PLAN 401k Plan overview

Plan Name	HEMENWAY & BARNES 401(K) PLAN
Plan identification number	017

HEMENWAY & BARNES 401(K) PLAN Benefits

401k Plan Type

Defined 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.
Participant-directed brokerage accounts provided as an investment option under the plan.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Plan covering Self-Employed individuals.
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

HEMENWAY & BARNES LLP has sponsored the creation of one or more 401k plans.

Company Name: HEMENWAY & BARNES LLP

Employer identification number (EIN): 041433295

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HEMENWAY & BARNES 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
017 2022-01-01
017 2021-01-01
017 2020-01-01
017 2019-01-01
017 2018-01-01 STEPHANIE A. HOOD
017 2017-01-01 STEPHANIE A. HOOD STEPHANIE HOOD 2018-07-30
017 2017-01-01
017 2016-01-01 STEPHANIE A. HOOD 2017-10-09 STEPHANIE HOOD 2017-10-09
017 2015-01-01 STEPHANIE A. HOOD 2016-06-01
017 2014-01-01 STEPHANIE A. HOOD 2015-05-14 STEPHANIE A. HOOD 2015-05-14
017 2013-01-01 STEPHANIE A. HOOD 2014-07-14 STEPHANIE A. HOOD 2014-07-14
017 2012-01-01 STEPHANIE A. HOOD 2013-05-29 STEPHANIE A. HOOD 2013-05-29
017 2011-01-01 STEPHANIE A. HOOD 2012-04-10 STEPHANIE A. HOOD 2012-04-10
017 2010-01-01 STEPHANIE A. HOOD 2011-06-14 STEPHANIE A. HOOD 2011-06-14

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
017	2022-01-01
017	2021-01-01
017	2020-01-01
017	2019-01-01
017	2018-01-01	STEPHANIE A. HOOD
017	2017-01-01	STEPHANIE A. HOOD		STEPHANIE HOOD	2018-07-30
017	2017-01-01
017	2016-01-01	STEPHANIE A. HOOD	2017-10-09	STEPHANIE HOOD	2017-10-09
017	2015-01-01	STEPHANIE A. HOOD	2016-06-01
017	2014-01-01	STEPHANIE A. HOOD	2015-05-14	STEPHANIE A. HOOD	2015-05-14
017	2013-01-01	STEPHANIE A. HOOD	2014-07-14	STEPHANIE A. HOOD	2014-07-14
017	2012-01-01	STEPHANIE A. HOOD	2013-05-29	STEPHANIE A. HOOD	2013-05-29
017	2011-01-01	STEPHANIE A. HOOD	2012-04-10	STEPHANIE A. HOOD	2012-04-10
017	2010-01-01	STEPHANIE A. HOOD	2011-06-14	STEPHANIE A. HOOD	2011-06-14

Plan Statistics for HEMENWAY & BARNES 401(K) PLAN

401k plan membership statisitcs for HEMENWAY & BARNES 401(K) PLAN

Measure Date Value
2022: HEMENWAY & BARNES 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 151
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 124
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 45
Total of all active and inactive participants 2022-01-01 169
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 169
Number of participants with account balances 2022-01-01 169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 2
2021: HEMENWAY & BARNES 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 143
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 101
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 44
Total of all active and inactive participants 2021-01-01 145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 145
Number of participants with account balances 2021-01-01 140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 9
2020: HEMENWAY & BARNES 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 137
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 105
Number of retired or separated participants receiving benefits 2020-01-01 8
Number of other retired or separated participants entitled to future benefits 2020-01-01 30
Total of all active and inactive participants 2020-01-01 143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 143
Number of participants with account balances 2020-01-01 143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 10
2019: HEMENWAY & BARNES 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 133
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 109
Number of retired or separated participants receiving benefits 2019-01-01 6
Number of other retired or separated participants entitled to future benefits 2019-01-01 22
Total of all active and inactive participants 2019-01-01 137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 137
Number of participants with account balances 2019-01-01 135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 1
2018: HEMENWAY & BARNES 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 126
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 97
Number of retired or separated participants receiving benefits 2018-01-01 5
Number of other retired or separated participants entitled to future benefits 2018-01-01 28
Total of all active and inactive participants 2018-01-01 130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 130
Number of participants with account balances 2018-01-01 130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 8
2017: HEMENWAY & BARNES 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 125
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 99
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 26
Total of all active and inactive participants 2017-01-01 125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 125
Number of participants with account balances 2017-01-01 124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 2

Measure	Date	Value
2022: HEMENWAY & BARNES 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	151
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	124
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	45
Total of all active and inactive participants	2022-01-01	169
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	169
Number of participants with account balances	2022-01-01	169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	2
2021: HEMENWAY & BARNES 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	143
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	101
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	44
Total of all active and inactive participants	2021-01-01	145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	145
Number of participants with account balances	2021-01-01	140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	9
2020: HEMENWAY & BARNES 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	137
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	105
Number of retired or separated participants receiving benefits	2020-01-01	8
Number of other retired or separated participants entitled to future benefits	2020-01-01	30
Total of all active and inactive participants	2020-01-01	143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	143
Number of participants with account balances	2020-01-01	143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	10
2019: HEMENWAY & BARNES 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	133
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	109
Number of retired or separated participants receiving benefits	2019-01-01	6
Number of other retired or separated participants entitled to future benefits	2019-01-01	22
Total of all active and inactive participants	2019-01-01	137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	137
Number of participants with account balances	2019-01-01	135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	1
2018: HEMENWAY & BARNES 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	126
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	97
Number of retired or separated participants receiving benefits	2018-01-01	5
Number of other retired or separated participants entitled to future benefits	2018-01-01	28
Total of all active and inactive participants	2018-01-01	130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	130
Number of participants with account balances	2018-01-01	130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	8
2017: HEMENWAY & BARNES 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	125
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	99
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	26
Total of all active and inactive participants	2017-01-01	125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	125
Number of participants with account balances	2017-01-01	124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	2

Financial Data on HEMENWAY & BARNES 401(K) PLAN

Measure	Date	Value
2022 : HEMENWAY & BARNES 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-6,549,343
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$2,658,316
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$2,543,562
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$4,534,767
Value of total assets at end of year	2022-12-31	$50,038,870
Value of total assets at beginning of year	2022-12-31	$59,246,529
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$114,754
Total interest from all sources	2022-12-31	$11,641
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$1,700,503
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$1,700,503
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$1,697,244
Participant contributions at end of year	2022-12-31	$229,336
Participant contributions at beginning of year	2022-12-31	$253,705
Participant contributions at end of year	2022-12-31	$27,053
Participant contributions at beginning of year	2022-12-31	$20,043
Assets. Other investments not covered elsewhere at end of year	2022-12-31	$1,171,500
Assets. Other investments not covered elsewhere at beginning of year	2022-12-31	$1,190,950
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$1,097,657
Administrative expenses (other) incurred	2022-12-31	$14,485
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-9,207,659
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$50,038,870
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$59,246,529
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Investment advisory and management fees	2022-12-31	$100,269
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$46,939,218
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$56,282,920
Interest on participant loans	2022-12-31	$11,641
Value of interest in common/collective trusts at end of year	2022-12-31	$499,354
Value of interest in common/collective trusts at beginning of year	2022-12-31	$345,390
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-12,788,027
Net investment gain or loss from common/collective trusts	2022-12-31	$-8,227
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$1,739,866
Employer contributions (assets) at end of year	2022-12-31	$1,172,409
Employer contributions (assets) at beginning of year	2022-12-31	$1,153,521
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$2,543,562
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	LEE & CROWLEY, LLC
Accountancy firm EIN	2022-12-31	843551139
2021 : HEMENWAY & BARNES 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$9,670,063
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$3,858,004
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$3,717,832
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$3,733,190
Value of total assets at end of year	2021-12-31	$59,246,529
Value of total assets at beginning of year	2021-12-31	$53,434,470
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$140,172
Total interest from all sources	2021-12-31	$9,442
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$3,715,164
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$3,715,164
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$1,437,935
Participant contributions at end of year	2021-12-31	$253,705
Participant contributions at beginning of year	2021-12-31	$172,344
Participant contributions at end of year	2021-12-31	$20,043
Participant contributions at beginning of year	2021-12-31	$10,460
Assets. Other investments not covered elsewhere at end of year	2021-12-31	$1,190,950
Assets. Other investments not covered elsewhere at beginning of year	2021-12-31	$1,099,086
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$848,764
Administrative expenses (other) incurred	2021-12-31	$101,578
Total non interest bearing cash at beginning of year	2021-12-31	$7,859
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$5,812,059
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$59,246,529
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$53,434,470
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Investment advisory and management fees	2021-12-31	$38,594
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$56,282,920
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$50,277,827
Interest on participant loans	2021-12-31	$9,442
Value of interest in common/collective trusts at end of year	2021-12-31	$345,390
Value of interest in common/collective trusts at beginning of year	2021-12-31	$720,098
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$2,201,622
Net investment gain or loss from common/collective trusts	2021-12-31	$10,645
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$1,446,491
Employer contributions (assets) at end of year	2021-12-31	$1,153,521
Employer contributions (assets) at beginning of year	2021-12-31	$1,146,796
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$3,717,832
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	LEE & CROWLEY, LLC
Accountancy firm EIN	2021-12-31	843551139
2020 : HEMENWAY & BARNES 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$11,139,992
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$1,237,965
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$1,128,069
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$2,922,543
Value of total assets at end of year	2020-12-31	$53,434,470
Value of total assets at beginning of year	2020-12-31	$43,532,443
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$109,896
Total interest from all sources	2020-12-31	$12,974
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$1,308,387
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$1,308,387
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$1,434,035
Participant contributions at end of year	2020-12-31	$172,344
Participant contributions at beginning of year	2020-12-31	$243,903
Participant contributions at end of year	2020-12-31	$10,460
Assets. Other investments not covered elsewhere at end of year	2020-12-31	$1,099,086
Assets. Other investments not covered elsewhere at beginning of year	2020-12-31	$998,738
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$17,888
Administrative expenses (other) incurred	2020-12-31	$28,122
Total non interest bearing cash at end of year	2020-12-31	$7,859
Total non interest bearing cash at beginning of year	2020-12-31	$9,356
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$9,902,027
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$53,434,470
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$43,532,443
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Investment advisory and management fees	2020-12-31	$81,774
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$50,277,827
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$40,649,110
Interest on participant loans	2020-12-31	$12,974
Value of interest in common/collective trusts at end of year	2020-12-31	$720,098
Value of interest in common/collective trusts at beginning of year	2020-12-31	$595,943
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$6,882,783
Net investment gain or loss from common/collective trusts	2020-12-31	$13,305
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$1,470,620
Employer contributions (assets) at end of year	2020-12-31	$1,146,796
Employer contributions (assets) at beginning of year	2020-12-31	$1,035,393
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$1,128,069
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Unqualified
Accountancy firm name	2020-12-31	LEE & CROWLEY, LLC
Accountancy firm EIN	2020-12-31	843551139
2019 : HEMENWAY & BARNES 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$10,371,987
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$529,387
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$421,577
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$2,836,702
Value of total assets at end of year	2019-12-31	$43,532,443
Value of total assets at beginning of year	2019-12-31	$33,689,843
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$107,810
Total interest from all sources	2019-12-31	$14,403
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$1,316,173
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$1,316,173
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$1,303,533
Participant contributions at end of year	2019-12-31	$243,903
Participant contributions at beginning of year	2019-12-31	$221,588
Assets. Other investments not covered elsewhere at end of year	2019-12-31	$998,738
Assets. Other investments not covered elsewhere at beginning of year	2019-12-31	$879,738
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$191,201
Administrative expenses (other) incurred	2019-12-31	$36,416
Total non interest bearing cash at end of year	2019-12-31	$9,356
Total non interest bearing cash at beginning of year	2019-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$9,842,600
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$43,532,443
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$33,689,843
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Investment advisory and management fees	2019-12-31	$71,394
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$40,649,110
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$31,054,769
Interest on participant loans	2019-12-31	$14,403
Value of interest in common/collective trusts at end of year	2019-12-31	$595,943
Value of interest in common/collective trusts at beginning of year	2019-12-31	$510,013
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$6,194,331
Net investment gain or loss from common/collective trusts	2019-12-31	$10,378
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$1,341,968
Employer contributions (assets) at end of year	2019-12-31	$1,035,393
Employer contributions (assets) at beginning of year	2019-12-31	$1,023,735
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$421,577
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	LEE & CROWLEY, LLC
Accountancy firm EIN	2019-12-31	843551139
2018 : HEMENWAY & BARNES 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$263,374
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$2,225,980
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$2,123,343
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$2,840,638
Value of total assets at end of year	2018-12-31	$33,689,843
Value of total assets at beginning of year	2018-12-31	$35,652,449
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$102,637
Total interest from all sources	2018-12-31	$12,827
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$1,686,720
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$1,686,720
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$1,210,783
Participant contributions at end of year	2018-12-31	$221,588
Participant contributions at beginning of year	2018-12-31	$230,154
Assets. Other investments not covered elsewhere at end of year	2018-12-31	$879,738
Assets. Other investments not covered elsewhere at beginning of year	2018-12-31	$801,568
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$312,050
Other income not declared elsewhere	2018-12-31	$6,029
Administrative expenses (other) incurred	2018-12-31	$32,929
Total non interest bearing cash at beginning of year	2018-12-31	$3,815
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-1,962,606
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$33,689,843
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$35,652,449
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Investment advisory and management fees	2018-12-31	$69,708
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$31,054,769
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$33,567,420
Interest on participant loans	2018-12-31	$12,827
Value of interest in common/collective trusts at end of year	2018-12-31	$510,013
Value of interest in common/collective trusts at beginning of year	2018-12-31	$138,018
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-4,288,826
Net investment gain or loss from common/collective trusts	2018-12-31	$5,986
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$1,317,805
Employer contributions (assets) at end of year	2018-12-31	$1,023,735
Employer contributions (assets) at beginning of year	2018-12-31	$911,474
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$2,123,343
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	BDO USA, LLP
Accountancy firm EIN	2018-12-31	135381590
2017 : HEMENWAY & BARNES 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$7,779,287
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$3,312,213
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$3,221,611
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$2,381,877
Value of total assets at end of year	2017-12-31	$35,652,449
Value of total assets at beginning of year	2017-12-31	$31,185,375
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$90,602
Total interest from all sources	2017-12-31	$11,558
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$1,135,713
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$1,135,713
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$1,123,946
Participant contributions at end of year	2017-12-31	$230,154
Participant contributions at beginning of year	2017-12-31	$205,778
Assets. Other investments not covered elsewhere at end of year	2017-12-31	$801,568
Assets. Other investments not covered elsewhere at beginning of year	2017-12-31	$714,716
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$83,605
Administrative expenses (other) incurred	2017-12-31	$29,605
Total non interest bearing cash at end of year	2017-12-31	$3,815
Total non interest bearing cash at beginning of year	2017-12-31	$10,012
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$4,467,074
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$35,652,449
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$31,185,375
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Investment advisory and management fees	2017-12-31	$60,997
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$33,567,420
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$28,731,411
Interest on participant loans	2017-12-31	$11,558
Value of interest in common/collective trusts at end of year	2017-12-31	$138,018
Value of interest in common/collective trusts at beginning of year	2017-12-31	$635,078
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$4,250,139
Net investment gain or loss from common/collective trusts	2017-12-31	$2,264
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$1,174,326
Employer contributions (assets) at end of year	2017-12-31	$911,474
Employer contributions (assets) at beginning of year	2017-12-31	$888,380
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$3,221,611
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	BDO USA, LLP
Accountancy firm EIN	2017-12-31	135381590

Form 5500 Responses for HEMENWAY & BARNES 401(K) PLAN

2022: HEMENWAY & BARNES 401(K) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	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: HEMENWAY & BARNES 401(K) 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: HEMENWAY & BARNES 401(K) 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
2019: HEMENWAY & BARNES 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: HEMENWAY & BARNES 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: HEMENWAY & BARNES 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	HEMENWAY & BARNES LLP
Employer identification number (EIN):	041433295
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers