THOMAS Y. PICKETT & COMPANY, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan THOMAS Y. PICKETT & COMPANY, INC. 401(K) PLAN
| Measure | Date | Value |
|---|
| 2023 : THOMAS Y. PICKETT & COMPANY, INC. 401(K) PLAN 2023 401k financial data |
|---|
| Total income from all sources | 2023-12-31 | $274,670 |
| Expenses. Total of all expenses incurred | 2023-12-31 | $63,557 |
| Benefits paid (including direct rollovers) | 2023-12-31 | $45,655 |
| Total plan assets at end of year | 2023-12-31 | $2,489,874 |
| Total plan assets at beginning of year | 2023-12-31 | $2,278,761 |
| Value of fidelity bond covering the plan | 2023-12-31 | $150,000 |
| Total contributions received or receivable from participants | 2023-12-31 | $86,259 |
| Other income received | 2023-12-31 | $188,411 |
| Net income (gross income less expenses) | 2023-12-31 | $211,113 |
| Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $2,489,874 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $2,278,761 |
| Assets. Value of participant loans | 2023-12-31 | $5,532 |
| Assets. Value of employer securities | 2023-12-31 | $484,755 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2023-12-31 | $17,902 |
| 2022 : THOMAS Y. PICKETT & COMPANY, INC. 401(K) PLAN 2022 401k financial data |
|---|
| Total income from all sources | 2022-12-31 | $-157,629 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $72,103 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $54,654 |
| Total plan assets at end of year | 2022-12-31 | $2,278,761 |
| Total plan assets at beginning of year | 2022-12-31 | $2,508,493 |
| Value of fidelity bond covering the plan | 2022-12-31 | $150,000 |
| Total contributions received or receivable from participants | 2022-12-31 | $77,838 |
| Contributions received from other sources (not participants or employers) | 2022-12-31 | $1,144 |
| Other income received | 2022-12-31 | $-236,611 |
| Net income (gross income less expenses) | 2022-12-31 | $-229,732 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $2,278,761 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $2,508,493 |
| Assets. Value of participant loans | 2022-12-31 | $6,863 |
| Assets. Value of employer securities | 2022-12-31 | $530,410 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $17,449 |
| 2021 : THOMAS Y. PICKETT & COMPANY, INC. 401(K) PLAN 2021 401k financial data |
|---|
| Total income from all sources | 2021-12-31 | $62,403 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $79,424 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $62,193 |
| Total plan assets at end of year | 2021-12-31 | $2,508,493 |
| Total plan assets at beginning of year | 2021-12-31 | $2,525,514 |
| Value of fidelity bond covering the plan | 2021-12-31 | $252,551 |
| Total contributions received or receivable from participants | 2021-12-31 | $68,697 |
| Other income received | 2021-12-31 | $-6,294 |
| Net income (gross income less expenses) | 2021-12-31 | $-17,021 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $2,508,493 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $2,525,514 |
| Assets. Value of employer securities | 2021-12-31 | $630,763 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $17,231 |
| 2020 : THOMAS Y. PICKETT & COMPANY, INC. 401(K) PLAN 2020 401k financial data |
|---|
| Total income from all sources | 2020-12-31 | $286,892 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $414,273 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $399,277 |
| Total plan assets at end of year | 2020-12-31 | $2,525,514 |
| Total plan assets at beginning of year | 2020-12-31 | $2,652,895 |
| Value of fidelity bond covering the plan | 2020-12-31 | $246,434 |
| Total contributions received or receivable from participants | 2020-12-31 | $60,047 |
| Other income received | 2020-12-31 | $211,833 |
| Net income (gross income less expenses) | 2020-12-31 | $-127,381 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $2,525,514 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $2,652,895 |
| Assets. Value of employer securities | 2020-12-31 | $846,271 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $15,012 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $14,996 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $116,081 |
| 2019 : THOMAS Y. PICKETT & COMPANY, INC. 401(K) PLAN 2019 401k financial data |
|---|
| Total income from all sources | 2019-12-31 | $406,090 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $297,046 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $280,117 |
| Total plan assets at end of year | 2019-12-31 | $2,573,393 |
| Total plan assets at beginning of year | 2019-12-31 | $2,464,349 |
| Value of fidelity bond covering the plan | 2019-12-31 | $150,000 |
| Total contributions received or receivable from participants | 2019-12-31 | $105,111 |
| Other income received | 2019-12-31 | $300,979 |
| Net income (gross income less expenses) | 2019-12-31 | $109,044 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $2,573,393 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $2,464,349 |
| Assets. Value of employer securities | 2019-12-31 | $792,177 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $16,929 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $26,704 |
| 2018 : THOMAS Y. PICKETT & COMPANY, INC. 401(K) PLAN 2018 401k financial data |
|---|
| Total income from all sources | 2018-12-31 | $19,678 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $74,381 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $57,417 |
| Total plan assets at end of year | 2018-12-31 | $2,486,871 |
| Total plan assets at beginning of year | 2018-12-31 | $2,541,574 |
| Value of fidelity bond covering the plan | 2018-12-31 | $150,000 |
| Total contributions received or receivable from participants | 2018-12-31 | $116,711 |
| Other income received | 2018-12-31 | $-97,033 |
| Net income (gross income less expenses) | 2018-12-31 | $-54,703 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $2,486,871 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $2,541,574 |
| Assets. Value of employer securities | 2018-12-31 | $842,456 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $16,964 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $28,736 |
| 2017 : THOMAS Y. PICKETT & COMPANY, INC. 401(K) PLAN 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $310,606 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $32,396 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $17,921 |
| Total plan assets at end of year | 2017-12-31 | $2,807,995 |
| Total plan assets at beginning of year | 2017-12-31 | $2,529,785 |
| Value of fidelity bond covering the plan | 2017-12-31 | $150,000 |
| Total contributions received or receivable from participants | 2017-12-31 | $100,845 |
| Other income received | 2017-12-31 | $209,761 |
| Net income (gross income less expenses) | 2017-12-31 | $278,210 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $2,807,995 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $2,529,785 |
| Assets. Value of employer securities | 2017-12-31 | $1,140,472 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $14,475 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $17,921 |
| 2016 : THOMAS Y. PICKETT & COMPANY, INC. 401(K) PLAN 2016 401k financial data |
|---|
| Transfers to/from the plan | 2016-12-31 | $1,571,877 |
| Total income from all sources | 2016-12-31 | $213,780 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $196,063 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $187,706 |
| Total plan assets at end of year | 2016-12-31 | $2,878,680 |
| Total plan assets at beginning of year | 2016-12-31 | $1,289,086 |
| Value of fidelity bond covering the plan | 2016-12-31 | $150,000 |
| Total contributions received or receivable from participants | 2016-12-31 | $108,839 |
| Other income received | 2016-12-31 | $104,941 |
| Net income (gross income less expenses) | 2016-12-31 | $17,717 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $2,878,680 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $1,289,086 |
| Assets. Value of participant loans | 2016-12-31 | $0 |
| Assets. Value of employer securities | 2016-12-31 | $1,507,999 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $8,357 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $70,670 |