PAPPAGEORGE HAYMES LTD. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan PAPPAGEORGE HAYMES LTD. ESOP
| Measure | Date | Value |
|---|
| 2023 : PAPPAGEORGE HAYMES LTD. ESOP 2023 401k financial data |
|---|
| Total income from all sources | 2023-12-31 | $846,613 |
| Expenses. Total of all expenses incurred | 2023-12-31 | $46,811 |
| Benefits paid (including direct rollovers) | 2023-12-31 | $46,811 |
| Total plan assets at end of year | 2023-12-31 | $3,309,434 |
| Total plan assets at beginning of year | 2023-12-31 | $2,509,632 |
| Value of fidelity bond covering the plan | 2023-12-31 | $500,000 |
| Other income received | 2023-12-31 | $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 sources | 2022-12-31 | $335,754 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $50,422 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $50,422 |
| Total plan assets at end of year | 2022-12-31 | $2,509,632 |
| Total plan assets at beginning of year | 2022-12-31 | $2,224,300 |
| Value of fidelity bond covering the plan | 2022-12-31 | $500,000 |
| Other income received | 2022-12-31 | $-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 year | 2021-12-31 | $0 |
| Total income from all sources | 2021-12-31 | $614,262 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $0 |
| Total plan assets at end of year | 2021-12-31 | $2,224,300 |
| Total plan assets at beginning of year | 2021-12-31 | $1,610,038 |
| Value of fidelity bond covering the plan | 2021-12-31 | $500,000 |
| Other income received | 2021-12-31 | $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 securities | 2021-12-31 | $0 |
| 2020 : PAPPAGEORGE HAYMES LTD. ESOP 2020 401k financial data |
|---|
| Total plan liabilities at end of year | 2020-12-31 | $0 |
| Total plan liabilities at beginning of year | 2020-12-31 | $0 |
| Total income from all sources | 2020-12-31 | $427,520 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $12,872 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $12,872 |
| Total plan assets at end of year | 2020-12-31 | $1,610,038 |
| Total plan assets at beginning of year | 2020-12-31 | $1,195,390 |
| Value of fidelity bond covering the plan | 2020-12-31 | $500,000 |
| Other income received | 2020-12-31 | $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 securities | 2020-12-31 | $0 |
| 2019 : PAPPAGEORGE HAYMES LTD. ESOP 2019 401k financial data |
|---|
| Total income from all sources | 2019-12-31 | $528,483 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $0 |
| Total plan assets at end of year | 2019-12-31 | $1,195,390 |
| Total plan assets at beginning of year | 2019-12-31 | $666,907 |
| Value of fidelity bond covering the plan | 2019-12-31 | $500,000 |
| Other income received | 2019-12-31 | $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 securities | 2019-12-31 | $0 |
| 2018 : PAPPAGEORGE HAYMES LTD. ESOP 2018 401k financial data |
|---|
| Total income from all sources | 2018-12-31 | $186,332 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $0 |
| Total plan assets at end of year | 2018-12-31 | $666,907 |
| Total plan assets at beginning of year | 2018-12-31 | $480,575 |
| Value of fidelity bond covering the plan | 2018-12-31 | $500,000 |
| Other income received | 2018-12-31 | $-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 securities | 2018-12-31 | $0 |
| 2017 : PAPPAGEORGE HAYMES LTD. ESOP 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $480,575 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $0 |
| Total plan assets at end of year | 2017-12-31 | $480,575 |
| Total plan assets at beginning of year | 2017-12-31 | $0 |
| Value of fidelity bond covering the plan | 2017-12-31 | $500,000 |
| Other income received | 2017-12-31 | $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 securities | 2017-12-31 | $0 |
| 2023: PAPPAGEORGE HAYMES LTD. ESOP 2023 form 5500 responses |
|---|
| 2023-01-01 | Type of plan entity | Single employer plan |
| 2023-01-01 | Submission has been amended | No |
| 2023-01-01 | This submission is the final filing | No |
| 2023-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2023-01-01 | Plan is a collectively bargained plan | No |
| 2023-01-01 | Plan funding arrangement – Insurance | Yes |
| 2023-01-01 | Plan funding arrangement – Trust | Yes |
| 2023-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2023-01-01 | Plan benefit arrangement - Trust | Yes |
| 2022: PAPPAGEORGE HAYMES LTD. ESOP 2022 form 5500 responses |
|---|
| 2022-01-01 | Type of plan entity | Single employer plan |
| 2022-01-01 | Submission has been amended | No |
| 2022-01-01 | This submission is the final filing | No |
| 2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2022-01-01 | Plan is a collectively bargained plan | No |
| 2022-01-01 | Plan funding arrangement – Trust | Yes |
| 2022-01-01 | Plan benefit arrangement - Trust | Yes |
| 2021: PAPPAGEORGE HAYMES LTD. ESOP 2021 form 5500 responses |
|---|
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | Submission has been amended | No |
| 2021-01-01 | This submission is the final filing | No |
| 2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-01-01 | Plan is a collectively bargained plan | No |
| 2021-01-01 | Plan funding arrangement – Trust | Yes |
| 2021-01-01 | Plan benefit arrangement - Trust | Yes |
| 2020: PAPPAGEORGE HAYMES LTD. ESOP 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | Submission has been amended | No |
| 2020-01-01 | This submission is the final filing | No |
| 2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-01-01 | Plan is a collectively bargained plan | No |
| 2020-01-01 | Plan funding arrangement – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| 2019: PAPPAGEORGE HAYMES LTD. ESOP 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Submission has been amended | No |
| 2019-01-01 | This submission is the final filing | No |
| 2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-01-01 | Plan is a collectively bargained plan | No |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: PAPPAGEORGE HAYMES LTD. ESOP 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Submission has been amended | No |
| 2018-01-01 | This submission is the final filing | No |
| 2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-01-01 | Plan is a collectively bargained plan | No |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: PAPPAGEORGE HAYMES LTD. ESOP 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Submission has been amended | No |
| 2017-01-01 | This submission is the final filing | No |
| 2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-01-01 | Plan is a collectively bargained plan | No |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |