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PAPPAGEORGE HAYMES LTD. ESOP 401k Plan overview

Plan NamePAPPAGEORGE HAYMES LTD. ESOP
Plan identification number 002

PAPPAGEORGE HAYMES LTD. ESOP Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • ESOP other than a leveraged ESOP - A completed Schedule E must be attached to a Form 5500 filed for an Employee Stock Ownership Plan (ESOP).
  • The employer maintaining this ESOP is an S Corporation

401k Sponsoring company profile

PAPPAGEORGE HAYMES LTD. has sponsored the creation of one or more 401k plans.

Company Name:PAPPAGEORGE HAYMES LTD.
Employer identification number (EIN):363184990
NAIC Classification:541310
NAIC Description:Architectural Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PAPPAGEORGE HAYMES LTD. ESOP

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022024-01-01KATHRYN KATZ
0022023-01-01
0022023-01-01DAVID HAYMES
0022022-01-01
0022022-01-01DAVID HAYMES
0022021-01-01DAVID HAYMES2022-10-07
0022020-01-01DAVID HAYMES2021-09-23
0022019-01-01
0022018-01-01
0022017-01-01

Financial Data on PAPPAGEORGE HAYMES LTD. ESOP

Measure Date Value
2023 : PAPPAGEORGE HAYMES LTD. ESOP 2023 401k financial data
Total income from all sources2023-12-31$846,613
Expenses. Total of all expenses incurred2023-12-31$46,811
Benefits paid (including direct rollovers)2023-12-31$46,811
Total plan assets at end of year2023-12-31$3,309,434
Total plan assets at beginning of year2023-12-31$2,509,632
Value of fidelity bond covering the plan2023-12-31$500,000
Other income received2023-12-31$294,613
Net income (gross income less expenses)2023-12-31$799,802
Net plan assets at end of year (total assets less liabilities)2023-12-31$3,309,434
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$2,509,632
Total contributions received or receivable from employer(s)2023-12-31$552,000
2022 : PAPPAGEORGE HAYMES LTD. ESOP 2022 401k financial data
Total income from all sources2022-12-31$335,754
Expenses. Total of all expenses incurred2022-12-31$50,422
Benefits paid (including direct rollovers)2022-12-31$50,422
Total plan assets at end of year2022-12-31$2,509,632
Total plan assets at beginning of year2022-12-31$2,224,300
Value of fidelity bond covering the plan2022-12-31$500,000
Other income received2022-12-31$-210,246
Net income (gross income less expenses)2022-12-31$285,332
Net plan assets at end of year (total assets less liabilities)2022-12-31$2,509,632
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$2,224,300
Total contributions received or receivable from employer(s)2022-12-31$546,000
2021 : PAPPAGEORGE HAYMES LTD. ESOP 2021 401k financial data
Total plan liabilities at beginning of year2021-12-31$0
Total income from all sources2021-12-31$614,262
Expenses. Total of all expenses incurred2021-12-31$0
Total plan assets at end of year2021-12-31$2,224,300
Total plan assets at beginning of year2021-12-31$1,610,038
Value of fidelity bond covering the plan2021-12-31$500,000
Other income received2021-12-31$184,262
Net income (gross income less expenses)2021-12-31$614,262
Net plan assets at end of year (total assets less liabilities)2021-12-31$2,224,300
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$1,610,038
Total contributions received or receivable from employer(s)2021-12-31$430,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
2020 : PAPPAGEORGE HAYMES LTD. ESOP 2020 401k financial data
Total plan liabilities at end of year2020-12-31$0
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$427,520
Expenses. Total of all expenses incurred2020-12-31$12,872
Benefits paid (including direct rollovers)2020-12-31$12,872
Total plan assets at end of year2020-12-31$1,610,038
Total plan assets at beginning of year2020-12-31$1,195,390
Value of fidelity bond covering the plan2020-12-31$500,000
Other income received2020-12-31$99,520
Net income (gross income less expenses)2020-12-31$414,648
Net plan assets at end of year (total assets less liabilities)2020-12-31$1,610,038
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$1,195,390
Total contributions received or receivable from employer(s)2020-12-31$328,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
2019 : PAPPAGEORGE HAYMES LTD. ESOP 2019 401k financial data
Total income from all sources2019-12-31$528,483
Expenses. Total of all expenses incurred2019-12-31$0
Total plan assets at end of year2019-12-31$1,195,390
Total plan assets at beginning of year2019-12-31$666,907
Value of fidelity bond covering the plan2019-12-31$500,000
Other income received2019-12-31$94,483
Net income (gross income less expenses)2019-12-31$528,483
Net plan assets at end of year (total assets less liabilities)2019-12-31$1,195,390
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$666,907
Total contributions received or receivable from employer(s)2019-12-31$434,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : PAPPAGEORGE HAYMES LTD. ESOP 2018 401k financial data
Total income from all sources2018-12-31$186,332
Expenses. Total of all expenses incurred2018-12-31$0
Total plan assets at end of year2018-12-31$666,907
Total plan assets at beginning of year2018-12-31$480,575
Value of fidelity bond covering the plan2018-12-31$500,000
Other income received2018-12-31$-13,668
Net income (gross income less expenses)2018-12-31$186,332
Net plan assets at end of year (total assets less liabilities)2018-12-31$666,907
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$480,575
Total contributions received or receivable from employer(s)2018-12-31$200,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : PAPPAGEORGE HAYMES LTD. ESOP 2017 401k financial data
Total income from all sources2017-12-31$480,575
Expenses. Total of all expenses incurred2017-12-31$0
Total plan assets at end of year2017-12-31$480,575
Total plan assets at beginning of year2017-12-31$0
Value of fidelity bond covering the plan2017-12-31$500,000
Other income received2017-12-31$1,575
Net income (gross income less expenses)2017-12-31$480,575
Net plan assets at end of year (total assets less liabilities)2017-12-31$480,575
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$0
Total contributions received or receivable from employer(s)2017-12-31$479,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0

Form 5500 Responses for PAPPAGEORGE HAYMES LTD. ESOP

2023: PAPPAGEORGE HAYMES LTD. ESOP 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: PAPPAGEORGE HAYMES LTD. ESOP 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 – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: PAPPAGEORGE HAYMES LTD. ESOP 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 – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: PAPPAGEORGE HAYMES LTD. ESOP 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 – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: PAPPAGEORGE HAYMES LTD. ESOP 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 – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: PAPPAGEORGE HAYMES LTD. ESOP 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: PAPPAGEORGE HAYMES LTD. ESOP 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

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberZH1873
Policy instance 1
Insurance contract or identification numberZH1873
Number of Individuals Covered65
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $5,528
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 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?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

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