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
401k plan membership statisitcs for THOMAS Y. PICKETT & COMPANY, INC. 401(K) PLAN
Measure | Date | Value |
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2023: THOMAS Y. PICKETT & COMPANY, INC. 401(K) PLAN 2023 401k membership |
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Total participants, beginning-of-year | 2023-01-01 | 44 |
Total number of active participants reported on line 7a of the Form 5500 | 2023-01-01 | 34 |
Number of retired or separated participants receiving benefits | 2023-01-01 | 5 |
Number of other retired or separated participants entitled to future benefits | 2023-01-01 | 1 |
Total of all active and inactive participants | 2023-01-01 | 40 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2023-01-01 | 0 |
Total participants | 2023-01-01 | 40 |
Number of participants with account balances | 2023-01-01 | 34 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2023-01-01 | 1 |
2022: THOMAS Y. PICKETT & COMPANY, INC. 401(K) PLAN 2022 401k membership |
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Total participants, beginning-of-year | 2022-01-01 | 42 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 36 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 7 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 0 |
Total of all active and inactive participants | 2022-01-01 | 43 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 43 |
Number of participants with account balances | 2022-01-01 | 37 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: THOMAS Y. PICKETT & COMPANY, INC. 401(K) PLAN 2021 401k membership |
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Total participants, beginning-of-year | 2021-01-01 | 42 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 32 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 7 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 0 |
Total of all active and inactive participants | 2021-01-01 | 39 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 39 |
Number of participants with account balances | 2021-01-01 | 37 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 2 |
2020: THOMAS Y. PICKETT & COMPANY, INC. 401(K) PLAN 2020 401k membership |
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Total participants, beginning-of-year | 2020-01-01 | 37 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 30 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 10 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 0 |
Total of all active and inactive participants | 2020-01-01 | 40 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 40 |
Number of participants with account balances | 2020-01-01 | 40 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: THOMAS Y. PICKETT & COMPANY, INC. 401(K) PLAN 2019 401k membership |
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Total participants, beginning-of-year | 2019-01-01 | 35 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 24 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 7 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 4 |
Total of all active and inactive participants | 2019-01-01 | 35 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 35 |
Number of participants with account balances | 2019-01-01 | 33 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 1 |
2018: THOMAS Y. PICKETT & COMPANY, INC. 401(K) PLAN 2018 401k membership |
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Total participants, beginning-of-year | 2018-01-01 | 37 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 30 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 3 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 1 |
Total of all active and inactive participants | 2018-01-01 | 34 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 34 |
Number of participants with account balances | 2018-01-01 | 34 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 1 |
2017: THOMAS Y. PICKETT & COMPANY, INC. 401(K) PLAN 2017 401k membership |
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Total participants, beginning-of-year | 2017-01-01 | 33 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 29 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 3 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 4 |
Total of all active and inactive participants | 2017-01-01 | 36 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 36 |
Number of participants with account balances | 2017-01-01 | 34 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 1 |
2016: THOMAS Y. PICKETT & COMPANY, INC. 401(K) PLAN 2016 401k membership |
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Total participants, beginning-of-year | 2016-01-01 | 29 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 26 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 3 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 3 |
Total of all active and inactive participants | 2016-01-01 | 32 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 32 |
Number of participants with account balances | 2016-01-01 | 32 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
Measure | Date | Value |
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2023 : THOMAS Y. PICKETT & COMPANY, INC. 401(K) PLAN 2023 401k financial data |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |