HAMEL & MCALISTER, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan HAMEL & MCALISTER, INC. PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2025 : HAMEL & MCALISTER, INC. PROFIT SHARING PLAN 2025 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2025-09-12 | 0 |
| Total liabilities as of the end of the plan year | 2025-09-12 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-09-12 | 0 |
| Total expenses incurred by plan in this plan year | 2025-09-12 | 69024 |
| Net assets as of the end of the plan year | 2025-09-12 | 4784352 |
| Total assets as of the beginning of the plan year | 2025-09-12 | 3838086 |
| Value of plan covered by a fidelity bond | 2025-09-12 | 500000 |
| Participant contributions to plan in this plan year | 2025-09-12 | 125426 |
| Value of participant loans at end of plan year | 2025-09-12 | 16605 |
| Other expenses paid from plan in this plan year | 2025-09-12 | 0 |
| Other contributions to plan in this plan year | 2025-09-12 | 0 |
| Other income to plan in this plan year | 2025-09-12 | 790597 |
| Plan net income in this plan year | 2025-09-12 | 946266 |
| Net assets as of the end of the plan year | 2025-09-12 | 4784352 |
| Net assets as of the beginning of the plan year | 2025-09-12 | 3838086 |
| Employer contributions to plan in this plan year | 2025-09-12 | 99267 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-09-12 | 22404 |
| 2023 : HAMEL & MCALISTER, INC. PROFIT SHARING PLAN 2023 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2023-09-07 | 19906 |
| Net assets as of the end of the plan year | 2023-09-07 | 3499741 |
| Total assets as of the beginning of the plan year | 2023-09-07 | 3653980 |
| Value of plan covered by a fidelity bond | 2023-09-07 | 366000 |
| Participant contributions to plan in this plan year | 2023-09-07 | 141788 |
| Other income to plan in this plan year | 2023-09-07 | -345470 |
| Plan net income in this plan year | 2023-09-07 | -154239 |
| Net assets as of the end of the plan year | 2023-09-07 | 3499741 |
| Net assets as of the beginning of the plan year | 2023-09-07 | 3653980 |
| Employer contributions to plan in this plan year | 2023-09-07 | 69349 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2023-09-07 | 19906 |
| 2020 : HAMEL & MCALISTER, INC. PROFIT SHARING PLAN 2020 401k financial data |
|---|
| Total income from all sources | 2020-11-30 | $535,317 |
| Expenses. Total of all expenses incurred | 2020-11-30 | $0 |
| Total plan assets at end of year | 2020-11-30 | $3,062,069 |
| Total plan assets at beginning of year | 2020-11-30 | $2,526,752 |
| Value of fidelity bond covering the plan | 2020-11-30 | $500,000 |
| Total contributions received or receivable from participants | 2020-11-30 | $113,135 |
| Contributions received from other sources (not participants or employers) | 2020-11-30 | $16,649 |
| Other income received | 2020-11-30 | $310,241 |
| Net income (gross income less expenses) | 2020-11-30 | $535,317 |
| Net plan assets at end of year (total assets less liabilities) | 2020-11-30 | $3,062,069 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-11-30 | $2,526,752 |
| Total contributions received or receivable from employer(s) | 2020-11-30 | $95,292 |
| 2019 : HAMEL & MCALISTER, INC. PROFIT SHARING PLAN 2019 401k financial data |
|---|
| Total income from all sources | 2019-11-30 | $509,277 |
| Expenses. Total of all expenses incurred | 2019-11-30 | $581,658 |
| Benefits paid (including direct rollovers) | 2019-11-30 | $581,658 |
| Total plan assets at end of year | 2019-11-30 | $2,526,752 |
| Total plan assets at beginning of year | 2019-11-30 | $2,599,133 |
| Value of fidelity bond covering the plan | 2019-11-30 | $300,000 |
| Total contributions received or receivable from participants | 2019-11-30 | $81,051 |
| Other income received | 2019-11-30 | $320,714 |
| Net income (gross income less expenses) | 2019-11-30 | $-72,381 |
| Net plan assets at end of year (total assets less liabilities) | 2019-11-30 | $2,526,752 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-11-30 | $2,599,133 |
| Total contributions received or receivable from employer(s) | 2019-11-30 | $107,512 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-11-30 | $0 |
| 2018 : HAMEL & MCALISTER, INC. PROFIT SHARING PLAN 2018 401k financial data |
|---|
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-11-30 | $0 |
| 2017 : HAMEL & MCALISTER, INC. PROFIT SHARING PLAN 2017 401k financial data |
|---|
| Total income from all sources | 2017-11-30 | $585,809 |
| Expenses. Total of all expenses incurred | 2017-11-30 | $3,345 |
| Benefits paid (including direct rollovers) | 2017-11-30 | $3,345 |
| Total plan assets at end of year | 2017-11-30 | $2,453,378 |
| Total plan assets at beginning of year | 2017-11-30 | $1,870,914 |
| Value of fidelity bond covering the plan | 2017-11-30 | $300,000 |
| Total contributions received or receivable from participants | 2017-11-30 | $73,932 |
| Other income received | 2017-11-30 | $392,173 |
| Net income (gross income less expenses) | 2017-11-30 | $582,464 |
| Net plan assets at end of year (total assets less liabilities) | 2017-11-30 | $2,453,378 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-11-30 | $1,870,914 |
| Total contributions received or receivable from employer(s) | 2017-11-30 | $119,704 |
| 2016 : HAMEL & MCALISTER, INC. PROFIT SHARING PLAN 2016 401k financial data |
|---|
| Total income from all sources | 2016-11-30 | $223,252 |
| Expenses. Total of all expenses incurred | 2016-11-30 | $8,453 |
| Benefits paid (including direct rollovers) | 2016-11-30 | $6,078 |
| Total plan assets at end of year | 2016-11-30 | $1,870,914 |
| Total plan assets at beginning of year | 2016-11-30 | $1,656,115 |
| Value of fidelity bond covering the plan | 2016-11-30 | $300,000 |
| Total contributions received or receivable from participants | 2016-11-30 | $76,337 |
| Other income received | 2016-11-30 | $64,784 |
| Net income (gross income less expenses) | 2016-11-30 | $214,799 |
| Net plan assets at end of year (total assets less liabilities) | 2016-11-30 | $1,870,914 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-11-30 | $1,656,115 |
| Total contributions received or receivable from employer(s) | 2016-11-30 | $82,131 |
| Value of certain deemed distributions of participant loans | 2016-11-30 | $2,375 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-11-30 | $0 |
| 2015 : HAMEL & MCALISTER, INC. PROFIT SHARING PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-11-30 | $131,087 |
| Expenses. Total of all expenses incurred | 2015-11-30 | $93,272 |
| Benefits paid (including direct rollovers) | 2015-11-30 | $93,272 |
| Total plan assets at end of year | 2015-11-30 | $1,656,115 |
| Total plan assets at beginning of year | 2015-11-30 | $1,618,300 |
| Value of fidelity bond covering the plan | 2015-11-30 | $300,000 |
| Total contributions received or receivable from participants | 2015-11-30 | $68,206 |
| Other income received | 2015-11-30 | $11,475 |
| Net income (gross income less expenses) | 2015-11-30 | $37,815 |
| Net plan assets at end of year (total assets less liabilities) | 2015-11-30 | $1,656,115 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-11-30 | $1,618,300 |
| Assets. Value of participant loans | 2015-11-30 | $2,375 |
| Total contributions received or receivable from employer(s) | 2015-11-30 | $51,406 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-11-30 | $0 |
| 2014 : HAMEL & MCALISTER, INC. PROFIT SHARING PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-11-30 | $224,814 |
| Expenses. Total of all expenses incurred | 2014-11-30 | $417,811 |
| Benefits paid (including direct rollovers) | 2014-11-30 | $417,811 |
| Total plan assets at end of year | 2014-11-30 | $1,618,300 |
| Total plan assets at beginning of year | 2014-11-30 | $1,811,297 |
| Value of fidelity bond covering the plan | 2014-11-30 | $300,000 |
| Total contributions received or receivable from participants | 2014-11-30 | $38,978 |
| Other income received | 2014-11-30 | $145,419 |
| Net income (gross income less expenses) | 2014-11-30 | $-192,997 |
| Net plan assets at end of year (total assets less liabilities) | 2014-11-30 | $1,618,300 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-11-30 | $1,811,297 |
| Assets. Value of participant loans | 2014-11-30 | $1,078 |
| Total contributions received or receivable from employer(s) | 2014-11-30 | $40,417 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-11-30 | $0 |
| 2013 : HAMEL & MCALISTER, INC. PROFIT SHARING PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-11-30 | $383,871 |
| Expenses. Total of all expenses incurred | 2013-11-30 | $158,530 |
| Benefits paid (including direct rollovers) | 2013-11-30 | $158,530 |
| Total plan assets at end of year | 2013-11-30 | $1,811,297 |
| Total plan assets at beginning of year | 2013-11-30 | $1,585,956 |
| Value of fidelity bond covering the plan | 2013-11-30 | $300,000 |
| Total contributions received or receivable from participants | 2013-11-30 | $31,040 |
| Other income received | 2013-11-30 | $319,579 |
| Net income (gross income less expenses) | 2013-11-30 | $225,341 |
| Net plan assets at end of year (total assets less liabilities) | 2013-11-30 | $1,811,297 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-11-30 | $1,585,956 |
| Assets. Value of participant loans | 2013-11-30 | $3,324 |
| Total contributions received or receivable from employer(s) | 2013-11-30 | $33,252 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-11-30 | $0 |
| 2012 : HAMEL & MCALISTER, INC. PROFIT SHARING PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-11-30 | $226,722 |
| Expenses. Total of all expenses incurred | 2012-11-30 | $74,645 |
| Benefits paid (including direct rollovers) | 2012-11-30 | $74,645 |
| Total plan assets at end of year | 2012-11-30 | $1,585,956 |
| Total plan assets at beginning of year | 2012-11-30 | $1,433,879 |
| Value of fidelity bond covering the plan | 2012-11-30 | $300,000 |
| Total contributions received or receivable from participants | 2012-11-30 | $18,187 |
| Other income received | 2012-11-30 | $179,883 |
| Net income (gross income less expenses) | 2012-11-30 | $152,077 |
| Net plan assets at end of year (total assets less liabilities) | 2012-11-30 | $1,585,956 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-11-30 | $1,433,879 |
| Assets. Value of participant loans | 2012-11-30 | $1,827 |
| Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2012-11-30 | $18,187 |
| Total contributions received or receivable from employer(s) | 2012-11-30 | $28,652 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-11-30 | $0 |
| 2011 : HAMEL & MCALISTER, INC. PROFIT SHARING PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-11-30 | $94,972 |
| Expenses. Total of all expenses incurred | 2011-11-30 | $412,863 |
| Benefits paid (including direct rollovers) | 2011-11-30 | $412,863 |
| Total plan assets at end of year | 2011-11-30 | $1,433,879 |
| Total plan assets at beginning of year | 2011-11-30 | $1,751,770 |
| Total contributions received or receivable from participants | 2011-11-30 | $28,235 |
| Contributions received from other sources (not participants or employers) | 2011-11-30 | $26,946 |
| Other income received | 2011-11-30 | $39,791 |
| Net income (gross income less expenses) | 2011-11-30 | $-317,891 |
| Net plan assets at end of year (total assets less liabilities) | 2011-11-30 | $1,433,879 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-11-30 | $1,751,770 |
| Assets. Value of participant loans | 2011-11-30 | $1,800 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-11-30 | $0 |
| 2019: HAMEL & MCALISTER, INC. PROFIT SHARING PLAN 2019 form 5500 responses |
|---|
| 2019-12-01 | Type of plan entity | Single employer plan |
| 2019-12-01 | Submission has been amended | No |
| 2019-12-01 | This submission is the final filing | No |
| 2019-12-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-12-01 | Plan is a collectively bargained plan | No |
| 2019-12-01 | Plan funding arrangement – Insurance | Yes |
| 2019-12-01 | Plan funding arrangement – Trust | Yes |
| 2019-12-01 | Plan benefit arrangement – Insurance | Yes |
| 2019-12-01 | Plan benefit arrangement - Trust | Yes |
| 2018: HAMEL & MCALISTER, INC. PROFIT SHARING PLAN 2018 form 5500 responses |
|---|
| 2018-12-01 | Type of plan entity | Single employer plan |
| 2018-12-01 | Submission has been amended | No |
| 2018-12-01 | This submission is the final filing | No |
| 2018-12-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-12-01 | Plan is a collectively bargained plan | No |
| 2018-12-01 | Plan funding arrangement – Insurance | Yes |
| 2018-12-01 | Plan funding arrangement – Trust | Yes |
| 2018-12-01 | Plan benefit arrangement – Insurance | Yes |
| 2018-12-01 | Plan benefit arrangement - Trust | Yes |
| 2017: HAMEL & MCALISTER, INC. PROFIT SHARING PLAN 2017 form 5500 responses |
|---|
| 2017-12-01 | Type of plan entity | Single employer plan |
| 2017-12-01 | Submission has been amended | No |
| 2017-12-01 | This submission is the final filing | No |
| 2017-12-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-12-01 | Plan is a collectively bargained plan | No |
| 2017-12-01 | Plan funding arrangement – Insurance | Yes |
| 2017-12-01 | Plan funding arrangement – Trust | Yes |
| 2017-12-01 | Plan benefit arrangement – Insurance | Yes |
| 2017-12-01 | Plan benefit arrangement - Trust | Yes |
| 2016: HAMEL & MCALISTER, INC. PROFIT SHARING PLAN 2016 form 5500 responses |
|---|
| 2016-12-01 | Type of plan entity | Single employer plan |
| 2016-12-01 | Submission has been amended | No |
| 2016-12-01 | This submission is the final filing | No |
| 2016-12-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-12-01 | Plan is a collectively bargained plan | No |
| 2016-12-01 | Plan funding arrangement – Insurance | Yes |
| 2016-12-01 | Plan funding arrangement – Trust | Yes |
| 2016-12-01 | Plan benefit arrangement – Insurance | Yes |
| 2016-12-01 | Plan benefit arrangement - Trust | Yes |
| 2015: HAMEL & MCALISTER, INC. PROFIT SHARING PLAN 2015 form 5500 responses |
|---|
| 2015-12-01 | Type of plan entity | Single employer plan |
| 2015-12-01 | Submission has been amended | No |
| 2015-12-01 | This submission is the final filing | No |
| 2015-12-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-12-01 | Plan is a collectively bargained plan | No |
| 2015-12-01 | Plan funding arrangement – Insurance | Yes |
| 2015-12-01 | Plan funding arrangement – Trust | Yes |
| 2015-12-01 | Plan benefit arrangement – Insurance | Yes |
| 2015-12-01 | Plan benefit arrangement - Trust | Yes |
| 2014: HAMEL & MCALISTER, INC. PROFIT SHARING PLAN 2014 form 5500 responses |
|---|
| 2014-12-01 | Type of plan entity | Single employer plan |
| 2014-12-01 | Submission has been amended | No |
| 2014-12-01 | This submission is the final filing | No |
| 2014-12-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-12-01 | Plan is a collectively bargained plan | No |
| 2014-12-01 | Plan funding arrangement – Insurance | Yes |
| 2014-12-01 | Plan funding arrangement – Trust | Yes |
| 2014-12-01 | Plan benefit arrangement – Insurance | Yes |
| 2014-12-01 | Plan benefit arrangement - Trust | Yes |
| 2013: HAMEL & MCALISTER, INC. PROFIT SHARING PLAN 2013 form 5500 responses |
|---|
| 2013-12-01 | Type of plan entity | Single employer plan |
| 2013-12-01 | Submission has been amended | No |
| 2013-12-01 | This submission is the final filing | No |
| 2013-12-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-12-01 | Plan is a collectively bargained plan | No |
| 2013-12-01 | Plan funding arrangement – Insurance | Yes |
| 2013-12-01 | Plan funding arrangement – Trust | Yes |
| 2013-12-01 | Plan benefit arrangement – Insurance | Yes |
| 2013-12-01 | Plan benefit arrangement - Trust | Yes |
| 2012: HAMEL & MCALISTER, INC. PROFIT SHARING PLAN 2012 form 5500 responses |
|---|
| 2012-12-01 | Type of plan entity | Single employer plan |
| 2012-12-01 | Submission has been amended | No |
| 2012-12-01 | This submission is the final filing | No |
| 2012-12-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-12-01 | Plan is a collectively bargained plan | No |
| 2012-12-01 | Plan funding arrangement – Insurance | Yes |
| 2012-12-01 | Plan funding arrangement – Trust | Yes |
| 2012-12-01 | Plan benefit arrangement – Insurance | Yes |
| 2012-12-01 | Plan benefit arrangement - Trust | Yes |
| 2011: HAMEL & MCALISTER, INC. PROFIT SHARING PLAN 2011 form 5500 responses |
|---|
| 2011-12-01 | Type of plan entity | Single employer plan |
| 2011-12-01 | Submission has been amended | No |
| 2011-12-01 | This submission is the final filing | No |
| 2011-12-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-12-01 | Plan is a collectively bargained plan | No |
| 2011-12-01 | Plan funding arrangement – Insurance | Yes |
| 2011-12-01 | Plan funding arrangement – Trust | Yes |
| 2011-12-01 | Plan benefit arrangement – Insurance | Yes |
| 2011-12-01 | Plan benefit arrangement - Trust | Yes |
| 2009: HAMEL & MCALISTER, INC. PROFIT SHARING PLAN 2009 form 5500 responses |
|---|
| 2009-12-01 | Type of plan entity | Single employer plan |
| 2009-12-01 | Submission has been amended | No |
| 2009-12-01 | This submission is the final filing | No |
| 2009-12-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-12-01 | Plan is a collectively bargained plan | No |
| 2009-12-01 | Plan funding arrangement – Insurance | Yes |
| 2009-12-01 | Plan funding arrangement – Trust | Yes |
| 2009-12-01 | Plan benefit arrangement – Insurance | Yes |
| 2009-12-01 | Plan benefit arrangement - Trust | Yes |
| 2008: HAMEL & MCALISTER, INC. PROFIT SHARING PLAN 2008 form 5500 responses |
|---|
| 2008-12-01 | Type of plan entity | Single employer plan |
| 2008-12-01 | Submission has been amended | No |
| 2008-12-01 | This submission is the final filing | No |
| 2008-12-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2008-12-01 | Plan is a collectively bargained plan | No |
