TIME/MONEY CORPORATION has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan AGENCY HABITAT 401(K) PLAN AND TRUST
Measure | Date | Value |
---|
2022: AGENCY HABITAT 401(K) PLAN AND TRUST 2022 401k membership |
---|
Total participants, beginning-of-year | 2022-01-01 | 77 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 60 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 31 |
Total of all active and inactive participants | 2022-01-01 | 91 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 91 |
Number of participants with account balances | 2022-01-01 | 67 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: AGENCY HABITAT 401(K) PLAN AND TRUST 2021 401k membership |
---|
Total participants, beginning-of-year | 2021-01-01 | 75 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 55 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 22 |
Total of all active and inactive participants | 2021-01-01 | 77 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 77 |
Number of participants with account balances | 2021-01-01 | 58 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: AGENCY HABITAT 401(K) PLAN AND TRUST 2020 401k membership |
---|
Total participants, beginning-of-year | 2020-01-01 | 62 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 44 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 30 |
Total of all active and inactive participants | 2020-01-01 | 75 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 75 |
Number of participants with account balances | 2020-01-01 | 64 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: AGENCY HABITAT 401(K) PLAN AND TRUST 2019 401k membership |
---|
Total participants, beginning-of-year | 2019-01-01 | 59 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 45 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 17 |
Total of all active and inactive participants | 2019-01-01 | 62 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 62 |
Number of participants with account balances | 2019-01-01 | 48 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: AGENCY HABITAT 401(K) PLAN AND TRUST 2018 401k membership |
---|
Total participants, beginning-of-year | 2018-01-01 | 51 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 42 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 17 |
Total of all active and inactive participants | 2018-01-01 | 59 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 59 |
Number of participants with account balances | 2018-01-01 | 44 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: AGENCY HABITAT 401(K) PLAN AND TRUST 2017 401k membership |
---|
Total participants, beginning-of-year | 2017-01-01 | 41 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 39 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 12 |
Total of all active and inactive participants | 2017-01-01 | 51 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 51 |
Number of participants with account balances | 2017-01-01 | 36 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: AGENCY HABITAT 401(K) PLAN AND TRUST 2016 401k membership |
---|
Total participants, beginning-of-year | 2016-01-01 | 36 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 36 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 5 |
Total of all active and inactive participants | 2016-01-01 | 41 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 41 |
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 |
2015: AGENCY HABITAT 401(K) PLAN AND TRUST 2015 401k membership |
---|
Total participants, beginning-of-year | 2015-01-01 | 29 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 32 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 4 |
Total of all active and inactive participants | 2015-01-01 | 36 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 36 |
Number of participants with account balances | 2015-01-01 | 24 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: AGENCY HABITAT 401(K) PLAN AND TRUST 2014 401k membership |
---|
Total participants, beginning-of-year | 2014-01-01 | 24 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 25 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 4 |
Total of all active and inactive participants | 2014-01-01 | 29 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 29 |
Number of participants with account balances | 2014-01-01 | 22 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: AGENCY HABITAT 401(K) PLAN AND TRUST 2013 401k membership |
---|
Total participants, beginning-of-year | 2013-01-01 | 23 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 19 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 5 |
Total of all active and inactive participants | 2013-01-01 | 24 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 24 |
Number of participants with account balances | 2013-01-01 | 20 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: AGENCY HABITAT 401(K) PLAN AND TRUST 2012 401k membership |
---|
Total participants, beginning-of-year | 2012-01-01 | 22 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 20 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 3 |
Total of all active and inactive participants | 2012-01-01 | 23 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 23 |
Number of participants with account balances | 2012-01-01 | 18 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: AGENCY HABITAT 401(K) PLAN AND TRUST 2011 401k membership |
---|
Total participants, beginning-of-year | 2011-01-01 | 20 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 19 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 3 |
Total of all active and inactive participants | 2011-01-01 | 22 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 22 |
Number of participants with account balances | 2011-01-01 | 18 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2010: AGENCY HABITAT 401(K) PLAN AND TRUST 2010 401k membership |
---|
Total participants, beginning-of-year | 2010-01-01 | 25 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 18 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 2 |
Total of all active and inactive participants | 2010-01-01 | 20 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
Total participants | 2010-01-01 | 20 |
Number of participants with account balances | 2010-01-01 | 13 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 0 |
2009: AGENCY HABITAT 401(K) PLAN AND TRUST 2009 401k membership |
---|
Total participants, beginning-of-year | 2009-01-01 | 23 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 21 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 4 |
Total of all active and inactive participants | 2009-01-01 | 25 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 25 |
Number of participants with account balances | 2009-01-01 | 15 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
---|
2022 : AGENCY HABITAT 401(K) PLAN AND TRUST 2022 401k financial data |
---|
Transfers to/from the plan | 2022-12-31 | $0 |
Total plan liabilities at end of year | 2022-12-31 | $0 |
Total plan liabilities at beginning of year | 2022-12-31 | $0 |
Total income from all sources | 2022-12-31 | $-439,237 |
Expenses. Total of all expenses incurred | 2022-12-31 | $70,918 |
Benefits paid (including direct rollovers) | 2022-12-31 | $69,317 |
Total plan assets at end of year | 2022-12-31 | $3,534,492 |
Total plan assets at beginning of year | 2022-12-31 | $4,044,647 |
Value of fidelity bond covering the plan | 2022-12-31 | $500,000 |
Assets. Value of tangible personal property | 2022-12-31 | $0 |
Total contributions received or receivable from participants | 2022-12-31 | $209,973 |
Assets. Value of loans (other than to participants) | 2022-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2022-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2022-12-31 | $21,947 |
Other income received | 2022-12-31 | $-793,755 |
Noncash contributions received | 2022-12-31 | $0 |
Net income (gross income less expenses) | 2022-12-31 | $-510,155 |
Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $3,534,492 |
Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $4,044,647 |
Assets. Value of participant loans | 2022-12-31 | $22,894 |
Assets. Value of assets in partnership/joint-venture interests | 2022-12-31 | $0 |
Assets. Value of real-estate (other than employer real property) | 2022-12-31 | $0 |
Assets. Value of employer securities | 2022-12-31 | $0 |
Assets. Value of employer real property | 2022-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2022-12-31 | $122,598 |
Value of certain deemed distributions of participant loans | 2022-12-31 | $0 |
Value of corrective distributions | 2022-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $1,601 |
2021 : AGENCY HABITAT 401(K) PLAN AND TRUST 2021 401k financial data |
---|
Transfers to/from the plan | 2021-12-31 | $0 |
Total plan liabilities at end of year | 2021-12-31 | $0 |
Total plan liabilities at beginning of year | 2021-12-31 | $0 |
Total income from all sources | 2021-12-31 | $976,227 |
Expenses. Total of all expenses incurred | 2021-12-31 | $1,004,176 |
Benefits paid (including direct rollovers) | 2021-12-31 | $1,002,625 |
Total plan assets at end of year | 2021-12-31 | $4,044,647 |
Total plan assets at beginning of year | 2021-12-31 | $4,072,596 |
Value of fidelity bond covering the plan | 2021-12-31 | $500,000 |
Assets. Value of tangible personal property | 2021-12-31 | $0 |
Total contributions received or receivable from participants | 2021-12-31 | $162,988 |
Assets. Value of loans (other than to participants) | 2021-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2021-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2021-12-31 | $13,312 |
Other income received | 2021-12-31 | $704,755 |
Noncash contributions received | 2021-12-31 | $0 |
Net income (gross income less expenses) | 2021-12-31 | $-27,949 |
Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $4,044,647 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $4,072,596 |
Assets. Value of participant loans | 2021-12-31 | $28,723 |
Assets. Value of assets in partnership/joint-venture interests | 2021-12-31 | $0 |
Assets. Value of real-estate (other than employer real property) | 2021-12-31 | $0 |
Assets. Value of employer securities | 2021-12-31 | $0 |
Assets. Value of employer real property | 2021-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2021-12-31 | $95,172 |
Value of certain deemed distributions of participant loans | 2021-12-31 | $0 |
Value of corrective distributions | 2021-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $1,551 |
2020 : AGENCY HABITAT 401(K) PLAN AND TRUST 2020 401k financial data |
---|
Transfers to/from the plan | 2020-12-31 | $0 |
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 | $905,356 |
Expenses. Total of all expenses incurred | 2020-12-31 | $48,775 |
Benefits paid (including direct rollovers) | 2020-12-31 | $47,682 |
Total plan assets at end of year | 2020-12-31 | $4,072,596 |
Total plan assets at beginning of year | 2020-12-31 | $3,216,015 |
Value of fidelity bond covering the plan | 2020-12-31 | $500,000 |
Assets. Value of tangible personal property | 2020-12-31 | $0 |
Total contributions received or receivable from participants | 2020-12-31 | $163,752 |
Assets. Value of loans (other than to participants) | 2020-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2020-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2020-12-31 | $17,669 |
Other income received | 2020-12-31 | $633,126 |
Noncash contributions received | 2020-12-31 | $0 |
Net income (gross income less expenses) | 2020-12-31 | $856,581 |
Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $4,072,596 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $3,216,015 |
Assets. Value of participant loans | 2020-12-31 | $8,198 |
Assets. Value of assets in partnership/joint-venture interests | 2020-12-31 | $0 |
Assets. Value of real-estate (other than employer real property) | 2020-12-31 | $0 |
Assets. Value of employer securities | 2020-12-31 | $0 |
Assets. Value of employer real property | 2020-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2020-12-31 | $90,809 |
Value of certain deemed distributions of participant loans | 2020-12-31 | $0 |
Value of corrective distributions | 2020-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $1,093 |
2019 : AGENCY HABITAT 401(K) PLAN AND TRUST 2019 401k financial data |
---|
Transfers to/from the plan | 2019-12-31 | $0 |
Total plan liabilities at end of year | 2019-12-31 | $0 |
Total plan liabilities at beginning of year | 2019-12-31 | $0 |
Total income from all sources | 2019-12-31 | $835,576 |
Expenses. Total of all expenses incurred | 2019-12-31 | $31,190 |
Benefits paid (including direct rollovers) | 2019-12-31 | $30,201 |
Total plan assets at end of year | 2019-12-31 | $3,216,015 |
Total plan assets at beginning of year | 2019-12-31 | $2,411,629 |
Value of fidelity bond covering the plan | 2019-12-31 | $500,000 |
Total contributions received or receivable from participants | 2019-12-31 | $152,342 |
Expenses. Other expenses not covered elsewhere | 2019-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2019-12-31 | $3,008 |
Other income received | 2019-12-31 | $594,247 |
Noncash contributions received | 2019-12-31 | $0 |
Net income (gross income less expenses) | 2019-12-31 | $804,386 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $3,216,015 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $2,411,629 |
Assets. Value of participant loans | 2019-12-31 | $8,765 |
Total contributions received or receivable from employer(s) | 2019-12-31 | $85,979 |
Value of certain deemed distributions of participant loans | 2019-12-31 | $0 |
Value of corrective distributions | 2019-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $989 |
2018 : AGENCY HABITAT 401(K) PLAN AND TRUST 2018 401k financial data |
---|
Transfers to/from the plan | 2018-12-31 | $0 |
Total plan liabilities at end of year | 2018-12-31 | $0 |
Total plan liabilities at beginning of year | 2018-12-31 | $0 |
Total income from all sources | 2018-12-31 | $17,332 |
Expenses. Total of all expenses incurred | 2018-12-31 | $1,224,149 |
Benefits paid (including direct rollovers) | 2018-12-31 | $1,223,605 |
Total plan assets at end of year | 2018-12-31 | $2,411,629 |
Total plan assets at beginning of year | 2018-12-31 | $3,618,446 |
Value of fidelity bond covering the plan | 2018-12-31 | $500,000 |
Total contributions received or receivable from participants | 2018-12-31 | $134,848 |
Expenses. Other expenses not covered elsewhere | 2018-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2018-12-31 | $30,969 |
Other income received | 2018-12-31 | $-221,716 |
Noncash contributions received | 2018-12-31 | $0 |
Net income (gross income less expenses) | 2018-12-31 | $-1,206,817 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $2,411,629 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $3,618,446 |
Assets. Value of participant loans | 2018-12-31 | $11,385 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $73,231 |
Value of certain deemed distributions of participant loans | 2018-12-31 | $0 |
Value of corrective distributions | 2018-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $544 |
2017 : AGENCY HABITAT 401(K) PLAN AND TRUST 2017 401k financial data |
---|
Transfers to/from the plan | 2017-12-31 | $0 |
Total plan liabilities at end of year | 2017-12-31 | $0 |
Total plan liabilities at beginning of year | 2017-12-31 | $0 |
Total income from all sources | 2017-12-31 | $631,524 |
Expenses. Total of all expenses incurred | 2017-12-31 | $18,307 |
Benefits paid (including direct rollovers) | 2017-12-31 | $17,504 |
Total plan assets at end of year | 2017-12-31 | $3,618,446 |
Total plan assets at beginning of year | 2017-12-31 | $3,005,229 |
Value of fidelity bond covering the plan | 2017-12-31 | $500,000 |
Total contributions received or receivable from participants | 2017-12-31 | $134,167 |
Expenses. Other expenses not covered elsewhere | 2017-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2017-12-31 | $0 |
Other income received | 2017-12-31 | $426,641 |
Noncash contributions received | 2017-12-31 | $0 |
Net income (gross income less expenses) | 2017-12-31 | $613,217 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $3,618,446 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $3,005,229 |
Assets. Value of participant loans | 2017-12-31 | $16,822 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $70,716 |
Value of certain deemed distributions of participant loans | 2017-12-31 | $0 |
Value of corrective distributions | 2017-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $803 |
2016 : AGENCY HABITAT 401(K) PLAN AND TRUST 2016 401k financial data |
---|
Transfers to/from the plan | 2016-12-31 | $0 |
Total plan liabilities at end of year | 2016-12-31 | $0 |
Total plan liabilities at beginning of year | 2016-12-31 | $0 |
Total income from all sources | 2016-12-31 | $381,399 |
Expenses. Total of all expenses incurred | 2016-12-31 | $29,622 |
Benefits paid (including direct rollovers) | 2016-12-31 | $29,315 |
Total plan assets at end of year | 2016-12-31 | $3,005,229 |
Total plan assets at beginning of year | 2016-12-31 | $2,653,452 |
Value of fidelity bond covering the plan | 2016-12-31 | $300,000 |
Total contributions received or receivable from participants | 2016-12-31 | $142,066 |
Expenses. Other expenses not covered elsewhere | 2016-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2016-12-31 | $30,092 |
Other income received | 2016-12-31 | $141,405 |
Noncash contributions received | 2016-12-31 | $0 |
Net income (gross income less expenses) | 2016-12-31 | $351,777 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $3,005,229 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $2,653,452 |
Assets. Value of participant loans | 2016-12-31 | $9,355 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $67,836 |
Value of certain deemed distributions of participant loans | 2016-12-31 | $0 |
Value of corrective distributions | 2016-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $307 |
2015 : AGENCY HABITAT 401(K) PLAN AND TRUST 2015 401k financial data |
---|
Transfers to/from the plan | 2015-12-31 | $0 |
Total plan liabilities at end of year | 2015-12-31 | $0 |
Total plan liabilities at beginning of year | 2015-12-31 | $0 |
Total income from all sources | 2015-12-31 | $185,943 |
Expenses. Total of all expenses incurred | 2015-12-31 | $50,845 |
Benefits paid (including direct rollovers) | 2015-12-31 | $50,570 |
Total plan assets at end of year | 2015-12-31 | $2,653,452 |
Total plan assets at beginning of year | 2015-12-31 | $2,518,354 |
Value of fidelity bond covering the plan | 2015-12-31 | $300,000 |
Total contributions received or receivable from participants | 2015-12-31 | $125,209 |
Expenses. Other expenses not covered elsewhere | 2015-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2015-12-31 | $0 |
Other income received | 2015-12-31 | $2,222 |
Noncash contributions received | 2015-12-31 | $0 |
Net income (gross income less expenses) | 2015-12-31 | $135,098 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $2,653,452 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $2,518,354 |
Assets. Value of participant loans | 2015-12-31 | $5,137 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $58,512 |
Value of certain deemed distributions of participant loans | 2015-12-31 | $0 |
Value of corrective distributions | 2015-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $275 |
2014 : AGENCY HABITAT 401(K) PLAN AND TRUST 2014 401k financial data |
---|
Transfers to/from the plan | 2014-12-31 | $0 |
Total plan liabilities at end of year | 2014-12-31 | $0 |
Total plan liabilities at beginning of year | 2014-12-31 | $0 |
Total income from all sources | 2014-12-31 | $264,226 |
Expenses. Total of all expenses incurred | 2014-12-31 | $268,695 |
Benefits paid (including direct rollovers) | 2014-12-31 | $268,516 |
Total plan assets at end of year | 2014-12-31 | $2,518,354 |
Total plan assets at beginning of year | 2014-12-31 | $2,522,823 |
Value of fidelity bond covering the plan | 2014-12-31 | $300,000 |
Total contributions received or receivable from participants | 2014-12-31 | $95,719 |
Expenses. Other expenses not covered elsewhere | 2014-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2014-12-31 | $916 |
Other income received | 2014-12-31 | $114,410 |
Noncash contributions received | 2014-12-31 | $0 |
Net income (gross income less expenses) | 2014-12-31 | $-4,469 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $2,518,354 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $2,522,823 |
Assets. Value of participant loans | 2014-12-31 | $2,381 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $53,181 |
Value of certain deemed distributions of participant loans | 2014-12-31 | $0 |
Value of corrective distributions | 2014-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $179 |
2013 : AGENCY HABITAT 401(K) PLAN AND TRUST 2013 401k financial data |
---|
Transfers to/from the plan | 2013-12-31 | $0 |
Total plan liabilities at end of year | 2013-12-31 | $0 |
Total income from all sources | 2013-12-31 | $577,264 |
Expenses. Total of all expenses incurred | 2013-12-31 | $253,007 |
Benefits paid (including direct rollovers) | 2013-12-31 | $252,592 |
Total plan assets at end of year | 2013-12-31 | $2,522,823 |
Total plan assets at beginning of year | 2013-12-31 | $2,198,566 |
Value of fidelity bond covering the plan | 2013-12-31 | $300,000 |
Total contributions received or receivable from participants | 2013-12-31 | $83,350 |
Expenses. Other expenses not covered elsewhere | 2013-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2013-12-31 | $0 |
Other income received | 2013-12-31 | $445,639 |
Noncash contributions received | 2013-12-31 | $0 |
Net income (gross income less expenses) | 2013-12-31 | $324,257 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $2,522,823 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $2,198,566 |
Assets. Value of participant loans | 2013-12-31 | $5,044 |
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2013-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $48,275 |
Value of certain deemed distributions of participant loans | 2013-12-31 | $0 |
Value of corrective distributions | 2013-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $415 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
2012 : AGENCY HABITAT 401(K) PLAN AND TRUST 2012 401k financial data |
---|
Total income from all sources | 2012-12-31 | $377,721 |
Expenses. Total of all expenses incurred | 2012-12-31 | $114 |
Benefits paid (including direct rollovers) | 2012-12-31 | $44 |
Total plan assets at end of year | 2012-12-31 | $2,198,566 |
Total plan assets at beginning of year | 2012-12-31 | $1,820,959 |
Value of fidelity bond covering the plan | 2012-12-31 | $250,000 |
Total contributions received or receivable from participants | 2012-12-31 | $75,558 |
Contributions received from other sources (not participants or employers) | 2012-12-31 | $257 |
Other income received | 2012-12-31 | $257,382 |
Net income (gross income less expenses) | 2012-12-31 | $377,607 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $2,198,566 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $1,820,959 |
Assets. Value of participant loans | 2012-12-31 | $7,684 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $44,524 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $70 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
2011 : AGENCY HABITAT 401(K) PLAN AND TRUST 2011 401k financial data |
---|
Transfers to/from the plan | 2011-12-31 | $0 |
Total plan liabilities at end of year | 2011-12-31 | $0 |
Total plan liabilities at beginning of year | 2011-12-31 | $0 |
Total income from all sources | 2011-12-31 | $76,742 |
Expenses. Total of all expenses incurred | 2011-12-31 | $225 |
Benefits paid (including direct rollovers) | 2011-12-31 | $0 |
Total plan assets at end of year | 2011-12-31 | $1,820,959 |
Total plan assets at beginning of year | 2011-12-31 | $1,744,442 |
Value of fidelity bond covering the plan | 2011-12-31 | $250,000 |
Total contributions received or receivable from participants | 2011-12-31 | $68,834 |
Expenses. Other expenses not covered elsewhere | 2011-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2011-12-31 | $11,811 |
Other income received | 2011-12-31 | $-44,515 |
Noncash contributions received | 2011-12-31 | $0 |
Net income (gross income less expenses) | 2011-12-31 | $76,517 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $1,820,959 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $1,744,442 |
Assets. Value of participant loans | 2011-12-31 | $10,133 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $40,612 |
Value of certain deemed distributions of participant loans | 2011-12-31 | $0 |
Value of corrective distributions | 2011-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $225 |
2010 : AGENCY HABITAT 401(K) PLAN AND TRUST 2010 401k financial data |
---|
Transfers to/from the plan | 2010-12-31 | $0 |
Total income from all sources | 2010-12-31 | $329,780 |
Expenses. Total of all expenses incurred | 2010-12-31 | $266,511 |
Benefits paid (including direct rollovers) | 2010-12-31 | $266,401 |
Total plan assets at end of year | 2010-12-31 | $1,744,442 |
Total plan assets at beginning of year | 2010-12-31 | $1,681,173 |
Value of fidelity bond covering the plan | 2010-12-31 | $250,000 |
Total contributions received or receivable from participants | 2010-12-31 | $69,208 |
Expenses. Other expenses not covered elsewhere | 2010-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2010-12-31 | $0 |
Other income received | 2010-12-31 | $224,665 |
Noncash contributions received | 2010-12-31 | $0 |
Net income (gross income less expenses) | 2010-12-31 | $63,269 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $1,744,442 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $1,681,173 |
Assets. Value of participant loans | 2010-12-31 | $4,839 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $35,907 |
Value of certain deemed distributions of participant loans | 2010-12-31 | $0 |
Value of corrective distributions | 2010-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $110 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
2009 : AGENCY HABITAT 401(K) PLAN AND TRUST 2009 401k financial data |
---|
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
2022: AGENCY HABITAT 401(K) PLAN AND TRUST 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: AGENCY HABITAT 401(K) PLAN AND TRUST 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: AGENCY HABITAT 401(K) PLAN AND TRUST 2020 form 5500 responses |
---|
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | This submission is the final filing | 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: AGENCY HABITAT 401(K) PLAN AND TRUST 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: AGENCY HABITAT 401(K) PLAN AND TRUST 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: AGENCY HABITAT 401(K) PLAN AND TRUST 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 |
2016: AGENCY HABITAT 401(K) PLAN AND TRUST 2016 form 5500 responses |
---|
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: AGENCY HABITAT 401(K) PLAN AND TRUST 2015 form 5500 responses |
---|
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: AGENCY HABITAT 401(K) PLAN AND TRUST 2014 form 5500 responses |
---|
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: AGENCY HABITAT 401(K) PLAN AND TRUST 2013 form 5500 responses |
---|
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: AGENCY HABITAT 401(K) PLAN AND TRUST 2012 form 5500 responses |
---|
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: AGENCY HABITAT 401(K) PLAN AND TRUST 2011 form 5500 responses |
---|
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2010: AGENCY HABITAT 401(K) PLAN AND TRUST 2010 form 5500 responses |
---|
2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Submission has been amended | No |
2010-01-01 | This submission is the final filing | No |
2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-01-01 | Plan is a collectively bargained plan | No |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |
2009: AGENCY HABITAT 401(K) PLAN AND TRUST 2009 form 5500 responses |
---|
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |