401k Plan data: HICKORY CONSTRUCTION, INC. PROFIT SHARING PLAN plan

HICKORY CONSTRUCTION, INC. PROFIT SHARING PLAN 401k Plan overview

Plan Name	HICKORY CONSTRUCTION, INC. PROFIT SHARING PLAN
Plan identification number	001

HICKORY CONSTRUCTION, INC. PROFIT SHARING PLAN Benefits

401k Plan Type

Defined 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.
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

HICKORY CONSTRUCTION, INC. has sponsored the creation of one or more 401k plans.

Company Name: HICKORY CONSTRUCTION, INC.

Employer identification number (EIN): 621013511

NAIC Classification: 236200

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HICKORY CONSTRUCTION, INC. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 HENRY BURKE PINNELL 2023-05-22
001 2021-05-01 HENRY BURKE PINNELL 2022-07-05
001 2020-05-01 HENRY BURKE PINNELL 2021-10-14
001 2019-05-01 HENRY BURKE PINNELL 2020-08-12
001 2018-05-01 HENRY BURKE PINNELL 2019-08-15
001 2017-05-01 HENRY BURKE PINNELL 2018-08-21
001 2016-05-01 HENRY BURKE PINNELL 2017-07-10
001 2015-05-01 HENRY BURKE PINNELL 2016-09-22
001 2014-05-01 HENRY BURKE PINNELL
001 2013-05-01 BURKE PINNELL
001 2012-05-01 BURKE PINNELL
001 2011-05-01 BURKE PINNELL
001 2009-05-01 BURKE PINNELL
001 2009-05-01 BURKE PINNELL
001 2009-05-01 BURKE PINNELL

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2022-01-01	HENRY BURKE PINNELL	2023-05-22
001	2021-05-01	HENRY BURKE PINNELL	2022-07-05
001	2020-05-01	HENRY BURKE PINNELL	2021-10-14
001	2019-05-01	HENRY BURKE PINNELL	2020-08-12
001	2018-05-01	HENRY BURKE PINNELL	2019-08-15
001	2017-05-01	HENRY BURKE PINNELL	2018-08-21
001	2016-05-01	HENRY BURKE PINNELL	2017-07-10
001	2015-05-01	HENRY BURKE PINNELL	2016-09-22
001	2014-05-01	HENRY BURKE PINNELL
001	2013-05-01	BURKE PINNELL
001	2012-05-01	BURKE PINNELL
001	2011-05-01	BURKE PINNELL
001	2009-05-01	BURKE PINNELL
001	2009-05-01	BURKE PINNELL
001	2009-05-01	BURKE PINNELL

Plan Statistics for HICKORY CONSTRUCTION, INC. PROFIT SHARING PLAN

401k plan membership statisitcs for HICKORY CONSTRUCTION, INC. PROFIT SHARING PLAN

Measure Date Value
2014: HICKORY CONSTRUCTION, INC. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-05-01 48
Total number of active participants reported on line 7a of the Form 5500 2014-05-01 52
Number of retired or separated participants receiving benefits 2014-05-01 0
Number of other retired or separated participants entitled to future benefits 2014-05-01 5
Total of all active and inactive participants 2014-05-01 57
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-05-01 0
Total participants 2014-05-01 57
Number of participants with account balances 2014-05-01 45
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-05-01 0
2013: HICKORY CONSTRUCTION, INC. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-05-01 49
Total number of active participants reported on line 7a of the Form 5500 2013-05-01 49
Number of retired or separated participants receiving benefits 2013-05-01 0
Number of other retired or separated participants entitled to future benefits 2013-05-01 5
Total of all active and inactive participants 2013-05-01 54
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-05-01 0
Total participants 2013-05-01 54
Number of participants with account balances 2013-05-01 35
2012: HICKORY CONSTRUCTION, INC. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-05-01 49
Total number of active participants reported on line 7a of the Form 5500 2012-05-01 42
Number of retired or separated participants receiving benefits 2012-05-01 0
Number of other retired or separated participants entitled to future benefits 2012-05-01 7
Total of all active and inactive participants 2012-05-01 49
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-05-01 0
Total participants 2012-05-01 49
Number of participants with account balances 2012-05-01 38
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-05-01 0
2011: HICKORY CONSTRUCTION, INC. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-05-01 58
Total number of active participants reported on line 7a of the Form 5500 2011-05-01 43
Number of retired or separated participants receiving benefits 2011-05-01 0
Number of other retired or separated participants entitled to future benefits 2011-05-01 5
Total of all active and inactive participants 2011-05-01 48
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-05-01 1
Total participants 2011-05-01 49
Number of participants with account balances 2011-05-01 39
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-05-01 1
2009: HICKORY CONSTRUCTION, INC. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-05-01 58
Total number of active participants reported on line 7a of the Form 5500 2009-05-01 48
Number of retired or separated participants receiving benefits 2009-05-01 0
Number of other retired or separated participants entitled to future benefits 2009-05-01 10
Total of all active and inactive participants 2009-05-01 58
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-05-01 0
Total participants 2009-05-01 58
Number of participants with account balances 2009-05-01 54
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-05-01 0

Measure	Date	Value
2014: HICKORY CONSTRUCTION, INC. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-05-01	48
Total number of active participants reported on line 7a of the Form 5500	2014-05-01	52
Number of retired or separated participants receiving benefits	2014-05-01	0
Number of other retired or separated participants entitled to future benefits	2014-05-01	5
Total of all active and inactive participants	2014-05-01	57
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-05-01	0
Total participants	2014-05-01	57
Number of participants with account balances	2014-05-01	45
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-05-01	0
2013: HICKORY CONSTRUCTION, INC. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-05-01	49
Total number of active participants reported on line 7a of the Form 5500	2013-05-01	49
Number of retired or separated participants receiving benefits	2013-05-01	0
Number of other retired or separated participants entitled to future benefits	2013-05-01	5
Total of all active and inactive participants	2013-05-01	54
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-05-01	0
Total participants	2013-05-01	54
Number of participants with account balances	2013-05-01	35
2012: HICKORY CONSTRUCTION, INC. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-05-01	49
Total number of active participants reported on line 7a of the Form 5500	2012-05-01	42
Number of retired or separated participants receiving benefits	2012-05-01	0
Number of other retired or separated participants entitled to future benefits	2012-05-01	7
Total of all active and inactive participants	2012-05-01	49
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-05-01	0
Total participants	2012-05-01	49
Number of participants with account balances	2012-05-01	38
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-05-01	0
2011: HICKORY CONSTRUCTION, INC. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-05-01	58
Total number of active participants reported on line 7a of the Form 5500	2011-05-01	43
Number of retired or separated participants receiving benefits	2011-05-01	0
Number of other retired or separated participants entitled to future benefits	2011-05-01	5
Total of all active and inactive participants	2011-05-01	48
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-05-01	1
Total participants	2011-05-01	49
Number of participants with account balances	2011-05-01	39
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-05-01	1
2009: HICKORY CONSTRUCTION, INC. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-05-01	58
Total number of active participants reported on line 7a of the Form 5500	2009-05-01	48
Number of retired or separated participants receiving benefits	2009-05-01	0
Number of other retired or separated participants entitled to future benefits	2009-05-01	10
Total of all active and inactive participants	2009-05-01	58
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-05-01	0
Total participants	2009-05-01	58
Number of participants with account balances	2009-05-01	54
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-05-01	0

Financial Data on HICKORY CONSTRUCTION, INC. PROFIT SHARING PLAN

Measure	Date	Value
2015 : HICKORY CONSTRUCTION, INC. PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-04-30	$282,238
Expenses. Total of all expenses incurred	2015-04-30	$28,249
Benefits paid (including direct rollovers)	2015-04-30	$1,405
Total plan assets at end of year	2015-04-30	$1,811,452
Total plan assets at beginning of year	2015-04-30	$1,557,463
Value of fidelity bond covering the plan	2015-04-30	$200,000
Total contributions received or receivable from participants	2015-04-30	$159,936
Expenses. Other expenses not covered elsewhere	2015-04-30	$9,046
Other income received	2015-04-30	$122,302
Net income (gross income less expenses)	2015-04-30	$253,989
Net plan assets at end of year (total assets less liabilities)	2015-04-30	$1,811,452
Net plan assets at beginning of year (total assets less liabilities)	2015-04-30	$1,557,463
Value of corrective distributions	2015-04-30	$17,798
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-04-30	$0
2014 : HICKORY CONSTRUCTION, INC. PROFIT SHARING PLAN 2014 401k financial data
Total plan liabilities at end of year	2014-04-30	$0
Total plan liabilities at beginning of year	2014-04-30	$0
Total income from all sources	2014-04-30	$296,696
Expenses. Total of all expenses incurred	2014-04-30	$207,301
Benefits paid (including direct rollovers)	2014-04-30	$191,573
Total plan assets at end of year	2014-04-30	$1,557,463
Total plan assets at beginning of year	2014-04-30	$1,468,068
Value of fidelity bond covering the plan	2014-04-30	$200,000
Total contributions received or receivable from participants	2014-04-30	$120,989
Expenses. Other expenses not covered elsewhere	2014-04-30	$272
Other income received	2014-04-30	$175,707
Net income (gross income less expenses)	2014-04-30	$89,395
Net plan assets at end of year (total assets less liabilities)	2014-04-30	$1,557,463
Net plan assets at beginning of year (total assets less liabilities)	2014-04-30	$1,468,068
Value of corrective distributions	2014-04-30	$15,456
2013 : HICKORY CONSTRUCTION, INC. PROFIT SHARING PLAN 2013 401k financial data
Total plan liabilities at end of year	2013-04-30	$0
Total plan liabilities at beginning of year	2013-04-30	$0
Total income from all sources	2013-04-30	$284,067
Expenses. Total of all expenses incurred	2013-04-30	$101,717
Benefits paid (including direct rollovers)	2013-04-30	$101,717
Total plan assets at end of year	2013-04-30	$1,468,068
Total plan assets at beginning of year	2013-04-30	$1,285,718
Value of fidelity bond covering the plan	2013-04-30	$200,000
Total contributions received or receivable from participants	2013-04-30	$115,370
Contributions received from other sources (not participants or employers)	2013-04-30	$18,874
Other income received	2013-04-30	$149,823
Net income (gross income less expenses)	2013-04-30	$182,350
Net plan assets at end of year (total assets less liabilities)	2013-04-30	$1,468,068
Net plan assets at beginning of year (total assets less liabilities)	2013-04-30	$1,285,718
Total contributions received or receivable from employer(s)	2013-04-30	$0
2012 : HICKORY CONSTRUCTION, INC. PROFIT SHARING PLAN 2012 401k financial data
Total plan liabilities at beginning of year	2012-04-30	$0
Total income from all sources	2012-04-30	$101,542
Expenses. Total of all expenses incurred	2012-04-30	$28,830
Benefits paid (including direct rollovers)	2012-04-30	$18,511
Total plan assets at end of year	2012-04-30	$1,285,718
Total plan assets at beginning of year	2012-04-30	$1,213,006
Value of fidelity bond covering the plan	2012-04-30	$150,000
Total contributions received or receivable from participants	2012-04-30	$125,684
Expenses. Other expenses not covered elsewhere	2012-04-30	$79
Other income received	2012-04-30	$-24,142
Net income (gross income less expenses)	2012-04-30	$72,712
Net plan assets at end of year (total assets less liabilities)	2012-04-30	$1,285,718
Net plan assets at beginning of year (total assets less liabilities)	2012-04-30	$1,213,006
Total contributions received or receivable from employer(s)	2012-04-30	$0
Value of corrective distributions	2012-04-30	$10,240
2011 : HICKORY CONSTRUCTION, INC. PROFIT SHARING PLAN 2011 401k financial data
Total plan liabilities at end of year	2011-04-30	$0
Total plan liabilities at beginning of year	2011-04-30	$0
Total income from all sources	2011-04-30	$322,834
Expenses. Total of all expenses incurred	2011-04-30	$30,204
Benefits paid (including direct rollovers)	2011-04-30	$30,030
Total plan assets at end of year	2011-04-30	$1,213,006
Total plan assets at beginning of year	2011-04-30	$920,376
Value of fidelity bond covering the plan	2011-04-30	$150,000
Total contributions received or receivable from participants	2011-04-30	$124,434
Expenses. Other expenses not covered elsewhere	2011-04-30	$174
Contributions received from other sources (not participants or employers)	2011-04-30	$42,155
Other income received	2011-04-30	$156,245
Net income (gross income less expenses)	2011-04-30	$292,630
Net plan assets at end of year (total assets less liabilities)	2011-04-30	$1,213,006
Net plan assets at beginning of year (total assets less liabilities)	2011-04-30	$920,376

Form 5500 Responses for HICKORY CONSTRUCTION, INC. PROFIT SHARING PLAN

2014: HICKORY CONSTRUCTION, INC. PROFIT SHARING PLAN 2014 form 5500 responses
2014-05-01	Type of plan entity	Single employer plan
2014-05-01	Submission has been amended	No
2014-05-01	This submission is the final filing	No
2014-05-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-05-01	Plan is a collectively bargained plan	No
2014-05-01	Plan funding arrangement – Insurance	Yes
2014-05-01	Plan funding arrangement – Trust	Yes
2014-05-01	Plan benefit arrangement - Trust	Yes
2013: HICKORY CONSTRUCTION, INC. PROFIT SHARING PLAN 2013 form 5500 responses
2013-05-01	Type of plan entity	Single employer plan
2013-05-01	Plan funding arrangement – Insurance	Yes
2013-05-01	Plan funding arrangement – Trust	Yes
2013-05-01	Plan benefit arrangement - Trust	Yes
2012: HICKORY CONSTRUCTION, INC. PROFIT SHARING PLAN 2012 form 5500 responses
2012-05-01	Type of plan entity	Single employer plan
2012-05-01	Plan funding arrangement – Insurance	Yes
2012-05-01	Plan funding arrangement – Trust	Yes
2012-05-01	Plan benefit arrangement - Trust	Yes
2011: HICKORY CONSTRUCTION, INC. PROFIT SHARING PLAN 2011 form 5500 responses
2011-05-01	Type of plan entity	Single employer plan
2011-05-01	Plan funding arrangement – Insurance	Yes
2011-05-01	Plan funding arrangement – Trust	Yes
2011-05-01	Plan benefit arrangement - Trust	Yes
2009: HICKORY CONSTRUCTION, INC. PROFIT SHARING PLAN 2009 form 5500 responses
2009-05-01	Type of plan entity	Single employer plan
2009-05-01	Plan funding arrangement – Insurance	Yes
2009-05-01	Plan funding arrangement – Trust	Yes
2009-05-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

27880

Policy instance

Insurance contract or identification number	27880
Number of Individuals Covered	0
Insurance policy start date	2014-05-01
Insurance policy end date	2015-04-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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?	Yes
Insurance broker organization code?	3
Insurance broker name	FINANCIAL SERVICE ASSOCIATES, INC.

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

27880

Policy instance

Insurance contract or identification number	27880
Number of Individuals Covered	35
Total amount of commissions paid to insurance broker	USD $3,799
Total amount of fees paid to insurance company	USD $600
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $3,799
Insurance broker organization code?	3
Amount paid for insurance broker fees	600
Insurance broker name	FINANCIAL SERVICE ASSOCIATES, INC.

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

27880

Policy instance

Insurance contract or identification number	27880
Number of Individuals Covered	48
Total amount of commissions paid to insurance broker	USD $3,319
Total amount of fees paid to insurance company	USD $150
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $3,319
Insurance broker organization code?	3
Amount paid for insurance broker fees	150
Additional information about fees paid to insurance broker	RECORDKEEPING
Insurance broker name	FINANCIAL SERVICE ASSOCIATES, INC.

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

27880

Policy instance

Insurance contract or identification number	27880
Number of Individuals Covered	56
Total amount of commissions paid to insurance broker	USD $2,662
Total amount of fees paid to insurance company	USD $872
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

27880

Policy instance

Insurance contract or identification number	27880
Number of Individuals Covered	56
Total amount of commissions paid to insurance broker	USD $2,542
Total amount of fees paid to insurance company	USD $1,056
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $2,542
Insurance broker organization code?	3
Amount paid for insurance broker fees	1056
Additional information about fees paid to insurance broker	RECORDKEEPING
Insurance broker name	FINANCIAL SERVICE ASSOCIATES, INC.

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Company Name:	HICKORY CONSTRUCTION, INC.
Employer identification number (EIN):	621013511
NAIC Classification:	236200