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EVANS, MECHWART, HAMBLETON & TILTON, INC. SALARY DEFERRAL PLAN 401k Plan overview

Plan NameEVANS, MECHWART, HAMBLETON & TILTON, INC. SALARY DEFERRAL PLAN
Plan identification number 001

EVANS, MECHWART, HAMBLETON & TILTON, INC. SALARY DEFERRAL PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

EVANS, MECHWART, HAMBLETON & TILTON, INC. has sponsored the creation of one or more 401k plans.

Company Name:EVANS, MECHWART, HAMBLETON & TILTON, INC.
Employer identification number (EIN):310685594
NAIC Classification:541330
NAIC Description:Engineering Services

Additional information about EVANS, MECHWART, HAMBLETON & TILTON, INC.

Jurisdiction of Incorporation: Ohio Secretary of State Business Services Division
Incorporation Date: 1925-12-30
Company Identification Number: 119491
Legal Registered Office Address: 5500 NEW ALBANY ROAD
-
NEW ALBANY
United States of America (USA)
43054

More information about EVANS, MECHWART, HAMBLETON & TILTON, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EVANS, MECHWART, HAMBLETON & TILTON, INC. SALARY DEFERRAL PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01KEN SHOEMAKER2023-07-30
0012021-01-01KEN SHOEMAKER2022-08-22
0012020-01-01KEN SHOEMAKER2021-08-30
0012019-01-01KEN SHOEMAKER2020-07-23
0012018-01-01KEN SHOEMAKER2019-09-09
0012017-01-01
0012016-01-01KEN SHOEMAKER
0012015-01-01KEN SHOEMAKER
0012014-01-01KENNETH SHOEMAKER
0012013-01-01KENNETH SHOEMAKER
0012012-01-01KENNETH SHOEMAKER KENNETH SHOEMAKER2013-10-10
0012011-01-01KENNETH SHOEMAKER
0012010-01-01KENNETH E SHOEMAKER KENNETH E SHOEMAKER2011-10-06
0012009-01-01KENNETH E. SHOEMAKER KENNETH E. SHOEMAKER2010-09-23
0012008-01-01KENNETH SHOEMAKER KENNETH SHOEMAKER2010-06-16
0012008-01-01KENNETH SHOEMAKER KENNETH SHOEMAKER2010-06-16
0012007-01-01KENNETH SHOEMAKER KENNETH SHOEMAKER2010-06-16
0012006-01-01KENNETH SHOEMAKER KENNETH SHOEMAKER2010-06-16
0012005-01-01KENNETH SHOEMAKER KENNETH SHOEMAKER2010-06-16
0012004-01-01KENNETH SHOEMAKER KENNETH SHOEMAKER2010-06-16

Plan Statistics for EVANS, MECHWART, HAMBLETON & TILTON, INC. SALARY DEFERRAL PLAN

401k plan membership statisitcs for EVANS, MECHWART, HAMBLETON & TILTON, INC. SALARY DEFERRAL PLAN

Measure Date Value
2022: EVANS, MECHWART, HAMBLETON & TILTON, INC. SALARY DEFERRAL PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01408
Total number of active participants reported on line 7a of the Form 55002022-01-01317
Number of retired or separated participants receiving benefits2022-01-011
Number of other retired or separated participants entitled to future benefits2022-01-01107
Total of all active and inactive participants2022-01-01425
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01425
Number of participants with account balances2022-01-01387
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0116
2021: EVANS, MECHWART, HAMBLETON & TILTON, INC. SALARY DEFERRAL PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01406
Total number of active participants reported on line 7a of the Form 55002021-01-01279
Number of retired or separated participants receiving benefits2021-01-011
Number of other retired or separated participants entitled to future benefits2021-01-01110
Total of all active and inactive participants2021-01-01390
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01390
Number of participants with account balances2021-01-01372
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0118
2020: EVANS, MECHWART, HAMBLETON & TILTON, INC. SALARY DEFERRAL PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01418
Total number of active participants reported on line 7a of the Form 55002020-01-01303
Number of retired or separated participants receiving benefits2020-01-011
Number of other retired or separated participants entitled to future benefits2020-01-0197
Total of all active and inactive participants2020-01-01401
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-01402
Number of participants with account balances2020-01-01379
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0111
2019: EVANS, MECHWART, HAMBLETON & TILTON, INC. SALARY DEFERRAL PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01417
Total number of active participants reported on line 7a of the Form 55002019-01-01315
Number of retired or separated participants receiving benefits2019-01-011
Number of other retired or separated participants entitled to future benefits2019-01-0183
Total of all active and inactive participants2019-01-01399
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01399
Number of participants with account balances2019-01-01368
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0112
2018: EVANS, MECHWART, HAMBLETON & TILTON, INC. SALARY DEFERRAL PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01401
Total number of active participants reported on line 7a of the Form 55002018-01-01301
Number of retired or separated participants receiving benefits2018-01-011
Number of other retired or separated participants entitled to future benefits2018-01-0193
Total of all active and inactive participants2018-01-01395
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01395
Number of participants with account balances2018-01-01364
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0115
2017: EVANS, MECHWART, HAMBLETON & TILTON, INC. SALARY DEFERRAL PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01399
Total number of active participants reported on line 7a of the Form 55002017-01-01299
Number of retired or separated participants receiving benefits2017-01-011
Number of other retired or separated participants entitled to future benefits2017-01-0185
Total of all active and inactive participants2017-01-01385
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01385
Number of participants with account balances2017-01-01359
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0117
2016: EVANS, MECHWART, HAMBLETON & TILTON, INC. SALARY DEFERRAL PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01421
Total number of active participants reported on line 7a of the Form 55002016-01-01305
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0183
Total of all active and inactive participants2016-01-01388
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-01389
Number of participants with account balances2016-01-01361
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0122
2015: EVANS, MECHWART, HAMBLETON & TILTON, INC. SALARY DEFERRAL PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01438
Total number of active participants reported on line 7a of the Form 55002015-01-01331
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0178
Total of all active and inactive participants2015-01-01409
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-01410
Number of participants with account balances2015-01-01376
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0126
2014: EVANS, MECHWART, HAMBLETON & TILTON, INC. SALARY DEFERRAL PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01417
Total number of active participants reported on line 7a of the Form 55002014-01-01339
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0173
Total of all active and inactive participants2014-01-01412
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01412
Number of participants with account balances2014-01-01354
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0117
2013: EVANS, MECHWART, HAMBLETON & TILTON, INC. SALARY DEFERRAL PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01378
Total number of active participants reported on line 7a of the Form 55002013-01-01300
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0180
Total of all active and inactive participants2013-01-01380
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01380
Number of participants with account balances2013-01-01334
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0115
2012: EVANS, MECHWART, HAMBLETON & TILTON, INC. SALARY DEFERRAL PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01347
Total number of active participants reported on line 7a of the Form 55002012-01-01265
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0183
Total of all active and inactive participants2012-01-01348
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01348
Number of participants with account balances2012-01-01316
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-017
2011: EVANS, MECHWART, HAMBLETON & TILTON, INC. SALARY DEFERRAL PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01308
Total number of active participants reported on line 7a of the Form 55002011-01-01242
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0168
Total of all active and inactive participants2011-01-01310
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01310
Number of participants with account balances2011-01-01284
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: EVANS, MECHWART, HAMBLETON & TILTON, INC. SALARY DEFERRAL PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01341
Total number of active participants reported on line 7a of the Form 55002010-01-01221
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0173
Total of all active and inactive participants2010-01-01294
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01294
Number of participants with account balances2010-01-01294
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: EVANS, MECHWART, HAMBLETON & TILTON, INC. SALARY DEFERRAL PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01381
Total number of active participants reported on line 7a of the Form 55002009-01-01272
Number of retired or separated participants receiving benefits2009-01-012
Number of other retired or separated participants entitled to future benefits2009-01-0167
Total of all active and inactive participants2009-01-01341
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01341
Number of participants with account balances2009-01-01313
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010
2008: EVANS, MECHWART, HAMBLETON & TILTON, INC. SALARY DEFERRAL PLAN 2008 401k membership
Total participants, beginning-of-year2008-01-01351
Total number of active participants reported on line 7a of the Form 55002008-01-01303
Number of retired or separated participants receiving benefits2008-01-012
Number of other retired or separated participants entitled to future benefits2008-01-0164
Total of all active and inactive participants2008-01-01369
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2008-01-010
Total participants2008-01-01369
Number of participants with account balances2008-01-01336
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2008-01-010
2007: EVANS, MECHWART, HAMBLETON & TILTON, INC. SALARY DEFERRAL PLAN 2007 401k membership
Total participants, beginning-of-year2007-01-01339
Total number of active participants reported on line 7a of the Form 55002007-01-01307
Number of retired or separated participants receiving benefits2007-01-011
Number of other retired or separated participants entitled to future benefits2007-01-0143
Total of all active and inactive participants2007-01-01351
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2007-01-010
Total participants2007-01-01351
Number of participants with account balances2007-01-01351
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2007-01-010
2006: EVANS, MECHWART, HAMBLETON & TILTON, INC. SALARY DEFERRAL PLAN 2006 401k membership
Total participants, beginning-of-year2006-01-01318
Total number of active participants reported on line 7a of the Form 55002006-01-01284
Number of retired or separated participants receiving benefits2006-01-011
Number of other retired or separated participants entitled to future benefits2006-01-0154
Total of all active and inactive participants2006-01-01339
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2006-01-010
Total participants2006-01-01339
Number of participants with account balances2006-01-01339
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2006-01-010
2005: EVANS, MECHWART, HAMBLETON & TILTON, INC. SALARY DEFERRAL PLAN 2005 401k membership
Total participants, beginning-of-year2005-01-01273
Total number of active participants reported on line 7a of the Form 55002005-01-01303
Number of retired or separated participants receiving benefits2005-01-011
Number of other retired or separated participants entitled to future benefits2005-01-0114
Total of all active and inactive participants2005-01-01318
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2005-01-010
Total participants2005-01-01318
Number of participants with account balances2005-01-01318
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2005-01-010
2004: EVANS, MECHWART, HAMBLETON & TILTON, INC. SALARY DEFERRAL PLAN 2004 401k membership
Total participants, beginning-of-year2004-01-01337
Total number of active participants reported on line 7a of the Form 55002004-01-01251
Number of retired or separated participants receiving benefits2004-01-011
Number of other retired or separated participants entitled to future benefits2004-01-0121
Total of all active and inactive participants2004-01-01273
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2004-01-010
Total participants2004-01-01273
Number of participants with account balances2004-01-01273
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2004-01-010

Financial Data on EVANS, MECHWART, HAMBLETON & TILTON, INC. SALARY DEFERRAL PLAN

Measure Date Value
2022 : EVANS, MECHWART, HAMBLETON & TILTON, INC. SALARY DEFERRAL PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$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$0
Total income from all sources (including contributions)2022-12-31$-5,935,966
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$2,564,733
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$2,437,640
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$3,661,208
Value of total assets at end of year2022-12-31$46,240,244
Value of total assets at beginning of year2022-12-31$54,740,943
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$127,093
Total interest from all sources2022-12-31$78,913
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$845,361
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$845,361
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$2,457,249
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$164,767
Total non interest bearing cash at end of year2022-12-31$46,182
Total non interest bearing cash at beginning of year2022-12-31$125,644
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-8,500,699
Value of net assets at end of year (total assets less liabilities)2022-12-31$46,240,244
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$54,740,943
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$42,966,191
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$49,856,510
Interest earned on other investments2022-12-31$78,913
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$3,227,871
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$4,758,789
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-10,521,448
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$1,039,192
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$2,437,640
Contract administrator fees2022-12-31$127,093
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31PLANTE MORAN
Accountancy firm EIN2022-12-31381357951
2021 : EVANS, MECHWART, HAMBLETON & TILTON, INC. SALARY DEFERRAL PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$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$9,934,099
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$5,286,084
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$5,154,410
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$3,152,220
Value of total assets at end of year2021-12-31$54,740,943
Value of total assets at beginning of year2021-12-31$50,092,928
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$131,674
Total interest from all sources2021-12-31$85,317
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$2,384,280
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$2,384,280
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$2,106,185
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$71,800
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$404,819
Total non interest bearing cash at end of year2021-12-31$125,644
Total non interest bearing cash at beginning of year2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$4,648,015
Value of net assets at end of year (total assets less liabilities)2021-12-31$54,740,943
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$50,092,928
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$49,856,510
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$46,253,197
Interest earned on other investments2021-12-31$85,317
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$4,758,789
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$3,745,116
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$4,312,282
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$641,216
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$22,815
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$5,154,410
Contract administrator fees2021-12-31$131,674
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31PLANTE MORAN
Accountancy firm EIN2021-12-31381357951
2020 : EVANS, MECHWART, HAMBLETON & TILTON, INC. SALARY DEFERRAL PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$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$11,252,446
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,286,746
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,170,108
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,844,115
Value of total assets at end of year2020-12-31$50,092,928
Value of total assets at beginning of year2020-12-31$40,127,228
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$116,638
Total interest from all sources2020-12-31$85,071
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,138,445
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$1,138,445
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$2,051,753
Participant contributions at end of year2020-12-31$71,800
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$156,122
Total non interest bearing cash at end of year2020-12-31$0
Total non interest bearing cash at beginning of year2020-12-31$3
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$9,965,700
Value of net assets at end of year (total assets less liabilities)2020-12-31$50,092,928
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$40,127,228
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$46,253,197
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$36,986,945
Interest earned on other investments2020-12-31$85,071
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$3,745,116
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$3,140,280
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$7,184,815
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$636,240
Employer contributions (assets) at end of year2020-12-31$22,815
Employer contributions (assets) at beginning of year2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,170,108
Contract administrator fees2020-12-31$116,638
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31PLANTE MORAN
Accountancy firm EIN2020-12-31381357951
2019 : EVANS, MECHWART, HAMBLETON & TILTON, INC. SALARY DEFERRAL PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$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$10,450,453
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,934,187
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,793,458
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,790,265
Value of total assets at end of year2019-12-31$40,127,228
Value of total assets at beginning of year2019-12-31$31,610,962
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$140,729
Total interest from all sources2019-12-31$3,317
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,400,926
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,400,926
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,859,150
Participant contributions at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$335,723
Total non interest bearing cash at end of year2019-12-31$3
Total non interest bearing cash at beginning of year2019-12-31$2,832
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$8,516,266
Value of net assets at end of year (total assets less liabilities)2019-12-31$40,127,228
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$31,610,962
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$36,986,945
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$29,720,891
Interest earned on other investments2019-12-31$3,317
Value of interest in common/collective trusts at beginning of year2019-12-31$1,887,239
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$3,140,280
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$6,206,848
Net investment gain or loss from common/collective trusts2019-12-31$49,097
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$595,392
Employer contributions (assets) at beginning of year2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,793,458
Contract administrator fees2019-12-31$140,729
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31PLANTE MORAN
Accountancy firm EIN2019-12-31381357951
2018 : EVANS, MECHWART, HAMBLETON & TILTON, INC. SALARY DEFERRAL PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$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$624,111
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,389,887
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,240,752
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,302,903
Value of total assets at end of year2018-12-31$31,610,962
Value of total assets at beginning of year2018-12-31$32,376,738
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$149,135
Total interest from all sources2018-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,667,945
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$74,339
Total non interest bearing cash at end of year2018-12-31$2,832
Total non interest bearing cash at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-765,776
Value of net assets at end of year (total assets less liabilities)2018-12-31$31,610,962
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$32,376,738
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$29,720,891
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$30,713,756
Value of interest in common/collective trusts at end of year2018-12-31$1,887,239
Value of interest in common/collective trusts at beginning of year2018-12-31$1,662,982
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,704,563
Net investment gain or loss from common/collective trusts2018-12-31$25,771
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$560,619
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,240,752
Contract administrator fees2018-12-31$149,135
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31PLANTE MORAN
Accountancy firm EIN2018-12-31381357951
2017 : EVANS, MECHWART, HAMBLETON & TILTON, INC. SALARY DEFERRAL PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$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$7,179,054
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,278,590
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,147,963
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$2,402,207
Value of total assets at end of year2017-12-31$32,376,738
Value of total assets at beginning of year2017-12-31$26,476,274
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$130,627
Total interest from all sources2017-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,625,959
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$220,340
Total non interest bearing cash at end of year2017-12-31$0
Total non interest bearing cash at beginning of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$5,900,464
Value of net assets at end of year (total assets less liabilities)2017-12-31$32,376,738
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$26,476,274
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$30,713,756
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$24,659,019
Value of interest in common/collective trusts at end of year2017-12-31$1,662,982
Value of interest in common/collective trusts at beginning of year2017-12-31$1,817,255
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$4,749,812
Net investment gain or loss from common/collective trusts2017-12-31$27,035
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$555,908
Employer contributions (assets) at end of year2017-12-31$0
Employer contributions (assets) at beginning of year2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,147,963
Contract administrator fees2017-12-31$130,627
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$0
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31WHALEN & COMPANY
Accountancy firm EIN2017-12-31310984945
2016 : EVANS, MECHWART, HAMBLETON & TILTON, INC. SALARY DEFERRAL PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$4,663
Total income from all sources (including contributions)2016-12-31$4,010,122
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$776,750
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$659,810
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,204,925
Value of total assets at end of year2016-12-31$26,476,274
Value of total assets at beginning of year2016-12-31$23,247,565
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$116,940
Total interest from all sources2016-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,632,945
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$54,542
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$11,762
Total non interest bearing cash at end of year2016-12-31$0
Total non interest bearing cash at beginning of year2016-12-31$4,663
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$3,233,372
Value of net assets at end of year (total assets less liabilities)2016-12-31$26,476,274
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$23,242,902
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$24,659,019
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$21,689,705
Value of interest in common/collective trusts at end of year2016-12-31$1,817,255
Value of interest in common/collective trusts at beginning of year2016-12-31$1,479,733
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,785,747
Net investment gain or loss from common/collective trusts2016-12-31$19,450
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$560,218
Employer contributions (assets) at end of year2016-12-31$0
Employer contributions (assets) at beginning of year2016-12-31$18,922
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$659,810
Contract administrator fees2016-12-31$116,940
Liabilities. Value of benefit claims payable at end of year2016-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$4,663
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31WHALEN & COMPANY
Accountancy firm EIN2016-12-31310984945
2015 : EVANS, MECHWART, HAMBLETON & TILTON, INC. SALARY DEFERRAL PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$4,663
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$503
Total income from all sources (including contributions)2015-12-31$2,292,112
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,555,880
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,451,032
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$2,380,320
Value of total assets at end of year2015-12-31$23,247,565
Value of total assets at beginning of year2015-12-31$22,507,173
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$104,848
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,670,435
Participant contributions at end of year2015-12-31$54,542
Participant contributions at beginning of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$138,823
Liabilities. Value of operating payables at beginning of year2015-12-31$503
Total non interest bearing cash at end of year2015-12-31$4,663
Total non interest bearing cash at beginning of year2015-12-31$5,586
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$736,232
Value of net assets at end of year (total assets less liabilities)2015-12-31$23,242,902
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$22,506,670
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$21,689,705
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$21,155,638
Value of interest in common/collective trusts at end of year2015-12-31$1,479,733
Value of interest in common/collective trusts at beginning of year2015-12-31$1,344,421
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-103,790
Net investment gain or loss from common/collective trusts2015-12-31$15,582
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$571,062
Employer contributions (assets) at end of year2015-12-31$18,922
Employer contributions (assets) at beginning of year2015-12-31$1,528
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,451,032
Contract administrator fees2015-12-31$104,848
Liabilities. Value of benefit claims payable at end of year2015-12-31$4,663
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31WHALEN & COMPANY
Accountancy firm EIN2015-12-31310984945
2014 : EVANS, MECHWART, HAMBLETON & TILTON, INC. SALARY DEFERRAL PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$503
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$3,656,327
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$3,908,214
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$3,802,607
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$2,014,848
Value of total assets at end of year2014-12-31$22,507,173
Value of total assets at beginning of year2014-12-31$22,758,557
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$105,607
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,463,172
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$46,223
Liabilities. Value of operating payables at end of year2014-12-31$503
Total non interest bearing cash at end of year2014-12-31$5,586
Total non interest bearing cash at beginning of year2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-251,887
Value of net assets at end of year (total assets less liabilities)2014-12-31$22,506,670
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$22,758,557
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$21,155,638
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$21,428,516
Interest on participant loans2014-12-31$0
Value of interest in common/collective trusts at end of year2014-12-31$1,344,421
Value of interest in common/collective trusts at beginning of year2014-12-31$1,330,041
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,626,434
Net investment gain or loss from common/collective trusts2014-12-31$15,045
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$505,453
Employer contributions (assets) at end of year2014-12-31$1,528
Employer contributions (assets) at beginning of year2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$3,802,607
Contract administrator fees2014-12-31$105,607
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31WHALEN & COMPANY
Accountancy firm EIN2014-12-31310984945
2013 : EVANS, MECHWART, HAMBLETON & TILTON, INC. SALARY DEFERRAL PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$5,902,704
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,464,466
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,367,286
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,996,373
Value of total assets at end of year2013-12-31$22,758,557
Value of total assets at beginning of year2013-12-31$18,320,319
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$97,180
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,320,742
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$232,670
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$4,438,238
Value of net assets at end of year (total assets less liabilities)2013-12-31$22,758,557
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$18,320,319
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$21,428,516
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$17,333,796
Value of interest in common/collective trusts at end of year2013-12-31$1,330,041
Value of interest in common/collective trusts at beginning of year2013-12-31$986,523
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$3,891,588
Net investment gain or loss from common/collective trusts2013-12-31$14,743
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$442,961
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,367,286
Contract administrator fees2013-12-31$97,180
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31WHALEN & COMPANY
Accountancy firm EIN2013-12-31310984945
2012 : EVANS, MECHWART, HAMBLETON & TILTON, INC. SALARY DEFERRAL PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$21,698
Total income from all sources (including contributions)2012-12-31$3,966,488
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,707,830
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,638,608
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,752,144
Value of total assets at end of year2012-12-31$18,320,319
Value of total assets at beginning of year2012-12-31$16,083,359
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$69,222
Total interest from all sources2012-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,137,633
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$225,952
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$21,698
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$2,258,658
Value of net assets at end of year (total assets less liabilities)2012-12-31$18,320,319
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$16,061,661
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$17,333,796
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$15,052,307
Value of interest in common/collective trusts at end of year2012-12-31$986,523
Value of interest in common/collective trusts at beginning of year2012-12-31$1,031,052
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$2,196,228
Net investment gain or loss from common/collective trusts2012-12-31$18,116
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$388,559
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,638,608
Contract administrator fees2012-12-31$69,222
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31WHALEN & COMPANY
Accountancy firm EIN2012-12-31310984945
2011 : EVANS, MECHWART, HAMBLETON & TILTON, INC. SALARY DEFERRAL PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$21,698
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$1,183,712
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$2,971,381
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$2,949,591
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,069,817
Value of total assets at end of year2011-12-31$16,083,359
Value of total assets at beginning of year2011-12-31$17,849,330
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$21,790
Total interest from all sources2011-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$21,790
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$899,759
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$18,734
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$21,698
Other income not declared elsewhere2011-12-31$12,822
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-1,787,669
Value of net assets at end of year (total assets less liabilities)2011-12-31$16,061,661
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$17,849,330
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$15,052,307
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$16,522,887
Value of interest in common/collective trusts at end of year2011-12-31$1,031,052
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$1,326,443
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$90,550
Net investment gain or loss from common/collective trusts2011-12-31$10,523
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$151,324
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$2,949,591
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31Yes
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31NARTKER, GRUNEWALD,ESCHLEMAN & COOP
Accountancy firm EIN2011-12-31310872466
2010 : EVANS, MECHWART, HAMBLETON & TILTON, INC. SALARY DEFERRAL PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$3,305,437
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$1,554,304
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,554,188
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,222,559
Value of total assets at end of year2010-12-31$17,849,330
Value of total assets at beginning of year2010-12-31$16,098,197
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$116
Total interest from all sources2010-12-31$29,224
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$194,267
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$194,267
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$973,497
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$15,649
Other income not declared elsewhere2010-12-31$11
Administrative expenses (other) incurred2010-12-31$116
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$1,751,133
Value of net assets at end of year (total assets less liabilities)2010-12-31$17,849,330
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$16,098,197
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$16,522,887
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$14,673,712
Interest earned on other investments2010-12-31$29,224
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$1,326,443
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$1,424,485
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,859,376
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$233,413
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,554,188
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31NARTKER, GRUNEWALD,ESCHLEMAN & COOP
Accountancy firm EIN2010-12-31310872466
2009 : EVANS, MECHWART, HAMBLETON & TILTON, INC. SALARY DEFERRAL PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for EVANS, MECHWART, HAMBLETON & TILTON, INC. SALARY DEFERRAL PLAN

2022: EVANS, MECHWART, HAMBLETON & TILTON, INC. SALARY DEFERRAL PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: EVANS, MECHWART, HAMBLETON & TILTON, INC. SALARY DEFERRAL PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: EVANS, MECHWART, HAMBLETON & TILTON, INC. SALARY DEFERRAL PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: EVANS, MECHWART, HAMBLETON & TILTON, INC. SALARY DEFERRAL PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: EVANS, MECHWART, HAMBLETON & TILTON, INC. SALARY DEFERRAL PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: EVANS, MECHWART, HAMBLETON & TILTON, INC. SALARY DEFERRAL PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: EVANS, MECHWART, HAMBLETON & TILTON, INC. SALARY DEFERRAL PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: EVANS, MECHWART, HAMBLETON & TILTON, INC. SALARY DEFERRAL PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: EVANS, MECHWART, HAMBLETON & TILTON, INC. SALARY DEFERRAL PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: EVANS, MECHWART, HAMBLETON & TILTON, INC. SALARY DEFERRAL PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: EVANS, MECHWART, HAMBLETON & TILTON, INC. SALARY DEFERRAL PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: EVANS, MECHWART, HAMBLETON & TILTON, INC. SALARY DEFERRAL PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedYes
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: EVANS, MECHWART, HAMBLETON & TILTON, INC. SALARY DEFERRAL PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: EVANS, MECHWART, HAMBLETON & TILTON, INC. SALARY DEFERRAL PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes
2008: EVANS, MECHWART, HAMBLETON & TILTON, INC. SALARY DEFERRAL PLAN 2008 form 5500 responses
2008-01-01Type of plan entitySingle employer plan
2008-01-01Submission has been amendedYes
2008-01-01This submission is the final filingNo
2008-01-01This return/report is a short plan year return/report (less than 12 months)No
2008-01-01Plan is a collectively bargained planNo
2008-01-01Plan funding arrangement – InsuranceYes
2008-01-01Plan funding arrangement – TrustYes
2008-01-01Plan benefit arrangement – InsuranceYes
2008-01-01Plan benefit arrangement - TrustYes
2007: EVANS, MECHWART, HAMBLETON & TILTON, INC. SALARY DEFERRAL PLAN 2007 form 5500 responses
2007-01-01Type of plan entitySingle employer plan
2007-01-01Submission has been amendedNo
2007-01-01This submission is the final filingNo
2007-01-01This return/report is a short plan year return/report (less than 12 months)No
2007-01-01Plan is a collectively bargained planNo
2007-01-01Plan funding arrangement – InsuranceYes
2007-01-01Plan funding arrangement – TrustYes
2007-01-01Plan benefit arrangement – InsuranceYes
2007-01-01Plan benefit arrangement - TrustYes
2006: EVANS, MECHWART, HAMBLETON & TILTON, INC. SALARY DEFERRAL PLAN 2006 form 5500 responses
2006-01-01Type of plan entitySingle employer plan
2006-01-01Submission has been amendedNo
2006-01-01This submission is the final filingNo
2006-01-01This return/report is a short plan year return/report (less than 12 months)No
2006-01-01Plan is a collectively bargained planNo
2006-01-01Plan funding arrangement – InsuranceYes
2006-01-01Plan funding arrangement – TrustYes
2006-01-01Plan benefit arrangement – InsuranceYes
2006-01-01Plan benefit arrangement - TrustYes
2005: EVANS, MECHWART, HAMBLETON & TILTON, INC. SALARY DEFERRAL PLAN 2005 form 5500 responses
2005-01-01Type of plan entitySingle employer plan
2005-01-01Submission has been amendedNo
2005-01-01This submission is the final filingNo
2005-01-01This return/report is a short plan year return/report (less than 12 months)No
2005-01-01Plan is a collectively bargained planNo
2005-01-01Plan funding arrangement – InsuranceYes
2005-01-01Plan funding arrangement – TrustYes
2005-01-01Plan benefit arrangement – InsuranceYes
2005-01-01Plan benefit arrangement - TrustYes
2004: EVANS, MECHWART, HAMBLETON & TILTON, INC. SALARY DEFERRAL PLAN 2004 form 5500 responses
2004-01-01Type of plan entitySingle employer plan
2004-01-01Submission has been amendedNo
2004-01-01This submission is the final filingNo
2004-01-01This return/report is a short plan year return/report (less than 12 months)No
2004-01-01Plan is a collectively bargained planNo
2004-01-01Plan funding arrangement – TrustYes
2004-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number807959
Policy instance 1
Insurance contract or identification number807959
Number of Individuals Covered425
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number807959
Policy instance 1
Insurance contract or identification number807959
Number of Individuals Covered390
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number807959
Policy instance 1
Insurance contract or identification number807959
Number of Individuals Covered402
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number807959
Policy instance 1
Insurance contract or identification number807959
Number of Individuals Covered399
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number106668
Policy instance 1
Insurance contract or identification number106668
Number of Individuals Covered0
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,491
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number39425
Policy instance 1
Insurance contract or identification number39425
Number of Individuals Covered294
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $3,021
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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