HICKMAN, WILLIAMS & COMPANY has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan HICKMAN, WILLIAMS & COMPANY EMPLOYEES' PENSION PLAN
401k plan membership statisitcs for HICKMAN, WILLIAMS & COMPANY EMPLOYEES' PENSION PLAN
Measure | Date | Value |
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2019: HICKMAN, WILLIAMS & COMPANY EMPLOYEES' PENSION PLAN 2019 401k membership |
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Market value of plan assets | 2019-03-31 | 16,319,525 |
Acturial value of plan assets | 2019-03-31 | 16,398,379 |
Funding target for retired participants and beneficiaries receiving payment | 2019-03-31 | 981,931 |
Number of terminated vested participants | 2019-03-31 | 14 |
Fundng target for terminated vested participants | 2019-03-31 | 785,107 |
Active participant vested funding target | 2019-03-31 | 9,569,481 |
Number of active participants | 2019-03-31 | 60 |
Total funding liabilities for active participants | 2019-03-31 | 11,019,333 |
Total participant count | 2019-03-31 | 80 |
Total funding target for all participants | 2019-03-31 | 12,786,371 |
Balance at beginning of prior year after applicable adjustments | 2019-03-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2019-03-31 | 5,523,405 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2019-03-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2019-03-31 | 242,767 |
Amount remaining of carryover balance | 2019-03-31 | 0 |
Amount remaining of prefunding balance | 2019-03-31 | 5,280,638 |
Present value of excess contributions | 2019-03-31 | 206,264 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2019-03-31 | 216,825 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2019-03-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2019-03-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2019-03-31 | 0 |
Balance of carryovers at beginning of current year | 2019-03-31 | 0 |
Balance of prefunding at beginning of current year | 2019-03-31 | 5,551,007 |
Total employer contributions | 2019-03-31 | 0 |
Total employee contributions | 2019-03-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2019-03-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2019-03-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2019-03-31 | 0 |
Unpaid minimum required contributions for all prior years | 2019-03-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2019-03-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2019-03-31 | 0 |
Minimum required contributions for current year target normal cost | 2019-03-31 | 36,000 |
Net shortfall amortization installment of oustanding balance | 2019-03-31 | 1,938,999 |
Waiver amortization installment | 2019-03-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2019-03-31 | 261,754 |
Carryover balance elected to use to offset funding requirement | 2019-03-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2019-03-31 | 486,275 |
Additional cash requirement | 2019-03-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2019-03-31 | 0 |
Unpaid minimum required contributions for current year | 2019-03-31 | 0 |
Unpaid minimum required contributions for all years | 2019-03-31 | 0 |
2018: HICKMAN, WILLIAMS & COMPANY EMPLOYEES' PENSION PLAN 2018 401k membership |
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Market value of plan assets | 2018-03-31 | 16,753,447 |
Acturial value of plan assets | 2018-03-31 | 17,187,235 |
Funding target for retired participants and beneficiaries receiving payment | 2018-03-31 | 813,088 |
Number of terminated vested participants | 2018-03-31 | 13 |
Fundng target for terminated vested participants | 2018-03-31 | 671,650 |
Active participant vested funding target | 2018-03-31 | 10,013,653 |
Number of active participants | 2018-03-31 | 66 |
Total funding liabilities for active participants | 2018-03-31 | 11,371,509 |
Total participant count | 2018-03-31 | 84 |
Total funding target for all participants | 2018-03-31 | 12,856,247 |
Balance at beginning of prior year after applicable adjustments | 2018-03-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2018-03-31 | 5,490,305 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2018-03-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2018-03-31 | 218,371 |
Amount remaining of carryover balance | 2018-03-31 | 0 |
Amount remaining of prefunding balance | 2018-03-31 | 5,271,934 |
Present value of excess contributions | 2018-03-31 | 106,589 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2018-03-31 | 111,673 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2018-03-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2018-03-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2018-03-31 | 0 |
Balance of carryovers at beginning of current year | 2018-03-31 | 0 |
Balance of prefunding at beginning of current year | 2018-03-31 | 5,523,405 |
Total employer contributions | 2018-03-31 | 975,000 |
Total employee contributions | 2018-03-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2018-03-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2018-03-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2018-03-31 | 941,063 |
Unpaid minimum required contributions for all prior years | 2018-03-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2018-03-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2018-03-31 | 0 |
Minimum required contributions for current year target normal cost | 2018-03-31 | 688,554 |
Net shortfall amortization installment of oustanding balance | 2018-03-31 | 1,192,417 |
Waiver amortization installment | 2018-03-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2018-03-31 | 977,566 |
Carryover balance elected to use to offset funding requirement | 2018-03-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2018-03-31 | 242,767 |
Additional cash requirement | 2018-03-31 | 734,799 |
Contributions allocatedtoward minimum required contributions for current year | 2018-03-31 | 941,063 |
Unpaid minimum required contributions for current year | 2018-03-31 | 0 |
Unpaid minimum required contributions for all years | 2018-03-31 | 0 |
2017: HICKMAN, WILLIAMS & COMPANY EMPLOYEES' PENSION PLAN 2017 401k membership |
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Market value of plan assets | 2017-03-31 | 15,531,277 |
Acturial value of plan assets | 2017-03-31 | 15,958,785 |
Funding target for retired participants and beneficiaries receiving payment | 2017-03-31 | 655,594 |
Number of terminated vested participants | 2017-03-31 | 13 |
Fundng target for terminated vested participants | 2017-03-31 | 633,112 |
Active participant vested funding target | 2017-03-31 | 8,911,621 |
Number of active participants | 2017-03-31 | 74 |
Total funding liabilities for active participants | 2017-03-31 | 10,166,842 |
Total participant count | 2017-03-31 | 91 |
Total funding target for all participants | 2017-03-31 | 11,455,548 |
Balance at beginning of prior year after applicable adjustments | 2017-03-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2017-03-31 | 5,803,455 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2017-03-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2017-03-31 | 316,442 |
Amount remaining of carryover balance | 2017-03-31 | 0 |
Amount remaining of prefunding balance | 2017-03-31 | 5,487,013 |
Present value of excess contributions | 2017-03-31 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2017-03-31 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2017-03-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2017-03-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2017-03-31 | 0 |
Balance of carryovers at beginning of current year | 2017-03-31 | 0 |
Balance of prefunding at beginning of current year | 2017-03-31 | 5,490,305 |
Total employer contributions | 2017-03-31 | 900,000 |
Total employee contributions | 2017-03-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2017-03-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2017-03-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2017-03-31 | 875,643 |
Unpaid minimum required contributions for all prior years | 2017-03-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2017-03-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2017-03-31 | 0 |
Minimum required contributions for current year target normal cost | 2017-03-31 | 762,091 |
Net shortfall amortization installment of oustanding balance | 2017-03-31 | 987,068 |
Waiver amortization installment | 2017-03-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2017-03-31 | 987,425 |
Carryover balance elected to use to offset funding requirement | 2017-03-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2017-03-31 | 218,371 |
Additional cash requirement | 2017-03-31 | 769,054 |
Contributions allocatedtoward minimum required contributions for current year | 2017-03-31 | 875,643 |
Unpaid minimum required contributions for current year | 2017-03-31 | 0 |
Unpaid minimum required contributions for all years | 2017-03-31 | 0 |
2013: HICKMAN, WILLIAMS & COMPANY EMPLOYEES' PENSION PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-04-01 | 97 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-04-01 | 83 |
Number of retired or separated participants receiving benefits | 2013-04-01 | 2 |
Number of other retired or separated participants entitled to future benefits | 2013-04-01 | 10 |
Total of all active and inactive participants | 2013-04-01 | 95 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-04-01 | 0 |
Total participants | 2013-04-01 | 95 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-04-01 | 3 |
2012: HICKMAN, WILLIAMS & COMPANY EMPLOYEES' PENSION PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-04-01 | 91 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-04-01 | 87 |
Number of retired or separated participants receiving benefits | 2012-04-01 | 2 |
Number of other retired or separated participants entitled to future benefits | 2012-04-01 | 8 |
Total of all active and inactive participants | 2012-04-01 | 97 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-04-01 | 0 |
Total participants | 2012-04-01 | 97 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-04-01 | 0 |
2011: HICKMAN, WILLIAMS & COMPANY EMPLOYEES' PENSION PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-04-01 | 90 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-04-01 | 83 |
Number of retired or separated participants receiving benefits | 2011-04-01 | 2 |
Number of other retired or separated participants entitled to future benefits | 2011-04-01 | 6 |
Total of all active and inactive participants | 2011-04-01 | 91 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-04-01 | 0 |
Total participants | 2011-04-01 | 91 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-04-01 | 2 |
2010: HICKMAN, WILLIAMS & COMPANY EMPLOYEES' PENSION PLAN 2010 401k membership |
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Total participants, beginning-of-year | 2010-04-01 | 90 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-04-01 | 83 |
Number of retired or separated participants receiving benefits | 2010-04-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2010-04-01 | 6 |
Total of all active and inactive participants | 2010-04-01 | 90 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-04-01 | 0 |
Total participants | 2010-04-01 | 90 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-04-01 | 3 |
2009: HICKMAN, WILLIAMS & COMPANY EMPLOYEES' PENSION PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-04-01 | 113 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-04-01 | 84 |
Number of retired or separated participants receiving benefits | 2009-04-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2009-04-01 | 5 |
Total of all active and inactive participants | 2009-04-01 | 90 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-04-01 | 0 |
Total participants | 2009-04-01 | 90 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-04-01 | 5 |
Measure | Date | Value |
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2014 : HICKMAN, WILLIAMS & COMPANY EMPLOYEES' PENSION PLAN 2014 401k financial data |
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Transfers to/from the plan | 2014-03-31 | $1,300 |
Total income from all sources | 2014-03-31 | $1,302,924 |
Expenses. Total of all expenses incurred | 2014-03-31 | $1,608,263 |
Benefits paid (including direct rollovers) | 2014-03-31 | $1,574,189 |
Total plan assets at end of year | 2014-03-31 | $14,527,084 |
Total plan assets at beginning of year | 2014-03-31 | $14,831,123 |
Value of fidelity bond covering the plan | 2014-03-31 | $3,000,000 |
Other income received | 2014-03-31 | $541,491 |
Noncash contributions received | 2014-03-31 | $204,933 |
Net income (gross income less expenses) | 2014-03-31 | $-305,339 |
Net plan assets at end of year (total assets less liabilities) | 2014-03-31 | $14,527,084 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-03-31 | $14,831,123 |
Total contributions received or receivable from employer(s) | 2014-03-31 | $556,500 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2014-03-31 | $34,074 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-03-31 | $0 |
2013 : HICKMAN, WILLIAMS & COMPANY EMPLOYEES' PENSION PLAN 2013 401k financial data |
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Total income from all sources | 2013-03-31 | $1,837,915 |
Expenses. Total of all expenses incurred | 2013-03-31 | $77,521 |
Benefits paid (including direct rollovers) | 2013-03-31 | $14,350 |
Total plan assets at end of year | 2013-03-31 | $14,831,123 |
Total plan assets at beginning of year | 2013-03-31 | $13,070,729 |
Value of fidelity bond covering the plan | 2013-03-31 | $5,000,000 |
Other income received | 2013-03-31 | $1,287,915 |
Net income (gross income less expenses) | 2013-03-31 | $1,760,394 |
Net plan assets at end of year (total assets less liabilities) | 2013-03-31 | $14,831,123 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-03-31 | $13,070,729 |
Total contributions received or receivable from employer(s) | 2013-03-31 | $550,000 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2013-03-31 | $63,171 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-03-31 | $0 |
2012 : HICKMAN, WILLIAMS & COMPANY EMPLOYEES' PENSION PLAN 2012 401k financial data |
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Total income from all sources | 2012-03-31 | $2,125,142 |
Expenses. Total of all expenses incurred | 2012-03-31 | $2,760,981 |
Benefits paid (including direct rollovers) | 2012-03-31 | $2,699,932 |
Total plan assets at end of year | 2012-03-31 | $13,070,729 |
Total plan assets at beginning of year | 2012-03-31 | $13,706,568 |
Value of fidelity bond covering the plan | 2012-03-31 | $5,000,000 |
Other income received | 2012-03-31 | $1,617,642 |
Net income (gross income less expenses) | 2012-03-31 | $-635,839 |
Net plan assets at end of year (total assets less liabilities) | 2012-03-31 | $13,070,729 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-03-31 | $13,706,568 |
Total contributions received or receivable from employer(s) | 2012-03-31 | $507,500 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2012-03-31 | $61,049 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-03-31 | $0 |
2011 : HICKMAN, WILLIAMS & COMPANY EMPLOYEES' PENSION PLAN 2011 401k financial data |
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Total income from all sources | 2011-03-31 | $1,907,090 |
Expenses. Total of all expenses incurred | 2011-03-31 | $531,676 |
Benefits paid (including direct rollovers) | 2011-03-31 | $473,000 |
Total plan assets at end of year | 2011-03-31 | $13,706,568 |
Total plan assets at beginning of year | 2011-03-31 | $12,331,154 |
Value of fidelity bond covering the plan | 2011-03-31 | $5,000,000 |
Other income received | 2011-03-31 | $1,407,090 |
Net income (gross income less expenses) | 2011-03-31 | $1,375,414 |
Net plan assets at end of year (total assets less liabilities) | 2011-03-31 | $13,706,568 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-03-31 | $12,331,154 |
Total contributions received or receivable from employer(s) | 2011-03-31 | $500,000 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2011-03-31 | $58,676 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-03-31 | $0 |
2010 : HICKMAN, WILLIAMS & COMPANY EMPLOYEES' PENSION PLAN 2010 401k financial data |
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Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-03-31 | $0 |