401k Plan data: HOEM ASSOCIATES, INC. PENSION PLAN plan

HOEM ASSOCIATES, INC. PENSION PLAN 401k Plan overview

Plan Name	HOEM ASSOCIATES, INC. PENSION PLAN
Plan identification number	003

HOEM ASSOCIATES, INC. PENSION PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
Plan covered by PBGC that was terminated and closed out for PBGC purposes - Before the end of the plan year (or a prior plan year), (1) the plan terminated in a standard (or distress) termination and completed the distribution of plan assets in satisfaction of all benefit liabilities (or all ERISA Title IV benefits for distress termination); or (2) a trustee was appointed for a terminated plan pursuant to ERISA section 4042.
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

HOEM ASSOCIATES, INC. has sponsored the creation of one or more 401k plans.

Company Name: HOEM ASSOCIATES, INC.

Employer identification number (EIN): 942594683

NAIC Classification: 238300

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HOEM ASSOCIATES, INC. PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2022-08-01
003 2021-08-01
003 2020-08-01
003 2019-08-01
003 2018-08-01
003 2017-08-01
003 2016-08-01 RUSS HOEM
003 2015-08-01 RUSS HOEM
003 2015-08-01

Plan Statistics for HOEM ASSOCIATES, INC. PENSION PLAN

401k plan membership statisitcs for HOEM ASSOCIATES, INC. PENSION PLAN

Measure Date Value
2023: HOEM ASSOCIATES, INC. PENSION PLAN 2023 401k membership
Market value of plan assets 2023-07-31 5,007,236
Acturial value of plan assets 2023-07-31 5,007,236
Funding target for retired participants and beneficiaries receiving payment 2023-07-31 0
Number of terminated vested participants 2023-07-31 11
Fundng target for terminated vested participants 2023-07-31 3,490,461
Active participant vested funding target 2023-07-31 1,961,599
Number of active participants 2023-07-31 19
Total funding liabilities for active participants 2023-07-31 1,961,599
Total participant count 2023-07-31 30
Total funding target for all participants 2023-07-31 5,452,060
Balance at beginning of prior year after applicable adjustments 2023-07-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2023-07-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2023-07-31 0
Prefunding balanced used to offset prior years funding requirement 2023-07-31 0
Amount remaining of carryover balance 2023-07-31 0
Amount remaining of prefunding balance 2023-07-31 0
Present value of excess contributions 2023-07-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2023-07-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2023-07-31 0
Reductions in caryover balances due to elections or deemed elections 2023-07-31 0
Reductions in prefunding balances due to elections or deemed elections 2023-07-31 0
Balance of carryovers at beginning of current year 2023-07-31 0
Balance of prefunding at beginning of current year 2023-07-31 0
Total employer contributions 2023-07-31 44,745
Total employee contributions 2023-07-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2023-07-31 0
Contributions made to avoid restrictions adjusted to valuation date 2023-07-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2023-07-31 42,894
Unpaid minimum required contributions for all prior years 2023-07-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2023-07-31 0
Remaining amount of unpaid minimum required contributions 2023-07-31 0
Minimum required contributions for current year target normal cost 2023-07-31 0
Net shortfall amortization installment of oustanding balance 2023-07-31 444,824
Waiver amortization installment 2023-07-31 0
Total funding amount beforereflecting carryover/prefunding balances 2023-07-31 41,107
Carryover balance elected to use to offset funding requirement 2023-07-31 0
Prefunding balance elected to use to offset funding requirement 2023-07-31 0
Additional cash requirement 2023-07-31 41,107
Contributions allocatedtoward minimum required contributions for current year 2023-07-31 42,894
Unpaid minimum required contributions for current year 2023-07-31 0
Unpaid minimum required contributions for all years 2023-07-31 0
2022: HOEM ASSOCIATES, INC. PENSION PLAN 2022 401k membership
Total participants, beginning-of-year 2022-08-01 28
Total number of active participants reported on line 7a of the Form 5500 2022-08-01 0
Number of retired or separated participants receiving benefits 2022-08-01 0
Number of other retired or separated participants entitled to future benefits 2022-08-01 0
Total of all active and inactive participants 2022-08-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-08-01 0
Total participants 2022-08-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-08-01 0
Market value of plan assets 2022-07-31 5,458,652
Acturial value of plan assets 2022-07-31 5,458,652
Funding target for retired participants and beneficiaries receiving payment 2022-07-31 0
Number of terminated vested participants 2022-07-31 6
Fundng target for terminated vested participants 2022-07-31 47,746
Active participant vested funding target 2022-07-31 5,049,905
Number of active participants 2022-07-31 22
Total funding liabilities for active participants 2022-07-31 5,049,905
Total participant count 2022-07-31 28
Total funding target for all participants 2022-07-31 5,097,651
Balance at beginning of prior year after applicable adjustments 2022-07-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2022-07-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2022-07-31 0
Prefunding balanced used to offset prior years funding requirement 2022-07-31 0
Amount remaining of carryover balance 2022-07-31 0
Amount remaining of prefunding balance 2022-07-31 0
Present value of excess contributions 2022-07-31 875,246
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-07-31 875,246
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2022-07-31 0
Reductions in caryover balances due to elections or deemed elections 2022-07-31 0
Reductions in prefunding balances due to elections or deemed elections 2022-07-31 0
Balance of carryovers at beginning of current year 2022-07-31 0
Balance of prefunding at beginning of current year 2022-07-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2022-07-31 0
Contributions made to avoid restrictions adjusted to valuation date 2022-07-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2022-07-31 0
Unpaid minimum required contributions for all prior years 2022-07-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2022-07-31 0
Remaining amount of unpaid minimum required contributions 2022-07-31 0
Minimum required contributions for current year target normal cost 2022-07-31 51,296
Net shortfall amortization installment of oustanding balance 2022-07-31 0
Waiver amortization installment 2022-07-31 0
Total funding amount beforereflecting carryover/prefunding balances 2022-07-31 0
Carryover balance elected to use to offset funding requirement 2022-07-31 0
Prefunding balance elected to use to offset funding requirement 2022-07-31 0
Additional cash requirement 2022-07-31 0
Contributions allocatedtoward minimum required contributions for current year 2022-07-31 0
Unpaid minimum required contributions for current year 2022-07-31 0
Unpaid minimum required contributions for all years 2022-07-31 0
2021: HOEM ASSOCIATES, INC. PENSION PLAN 2021 401k membership
Total participants, beginning-of-year 2021-08-01 29
Total number of active participants reported on line 7a of the Form 5500 2021-08-01 18
Number of retired or separated participants receiving benefits 2021-08-01 0
Number of other retired or separated participants entitled to future benefits 2021-08-01 10
Total of all active and inactive participants 2021-08-01 28
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-08-01 0
Total participants 2021-08-01 28
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-08-01 0
Market value of plan assets 2021-07-31 4,555,364
Acturial value of plan assets 2021-07-31 4,555,364
Funding target for retired participants and beneficiaries receiving payment 2021-07-31 0
Number of terminated vested participants 2021-07-31 6
Fundng target for terminated vested participants 2021-07-31 46,430
Active participant vested funding target 2021-07-31 3,740,451
Number of active participants 2021-07-31 23
Total funding liabilities for active participants 2021-07-31 3,740,451
Total participant count 2021-07-31 29
Total funding target for all participants 2021-07-31 3,786,881
Balance at beginning of prior year after applicable adjustments 2021-07-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2021-07-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2021-07-31 0
Prefunding balanced used to offset prior years funding requirement 2021-07-31 0
Amount remaining of carryover balance 2021-07-31 0
Amount remaining of prefunding balance 2021-07-31 0
Present value of excess contributions 2021-07-31 339,709
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-07-31 339,709
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2021-07-31 0
Reductions in caryover balances due to elections or deemed elections 2021-07-31 0
Reductions in prefunding balances due to elections or deemed elections 2021-07-31 0
Balance of carryovers at beginning of current year 2021-07-31 0
Balance of prefunding at beginning of current year 2021-07-31 0
Total employer contributions 2021-07-31 903,288
Total employee contributions 2021-07-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2021-07-31 0
Contributions made to avoid restrictions adjusted to valuation date 2021-07-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2021-07-31 875,246
Unpaid minimum required contributions for all prior years 2021-07-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2021-07-31 0
Remaining amount of unpaid minimum required contributions 2021-07-31 0
Minimum required contributions for current year target normal cost 2021-07-31 755,070
Net shortfall amortization installment of oustanding balance 2021-07-31 0
Waiver amortization installment 2021-07-31 0
Total funding amount beforereflecting carryover/prefunding balances 2021-07-31 0
Carryover balance elected to use to offset funding requirement 2021-07-31 0
Prefunding balance elected to use to offset funding requirement 2021-07-31 0
Additional cash requirement 2021-07-31 0
Contributions allocatedtoward minimum required contributions for current year 2021-07-31 875,246
Unpaid minimum required contributions for current year 2021-07-31 0
Unpaid minimum required contributions for all years 2021-07-31 0
2020: HOEM ASSOCIATES, INC. PENSION PLAN 2020 401k membership
Total participants, beginning-of-year 2020-08-01 29
Total number of active participants reported on line 7a of the Form 5500 2020-08-01 23
Number of retired or separated participants receiving benefits 2020-08-01 0
Number of other retired or separated participants entitled to future benefits 2020-08-01 6
Total of all active and inactive participants 2020-08-01 29
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-08-01 0
Total participants 2020-08-01 29
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-08-01 0
Market value of plan assets 2020-07-31 3,286,550
Acturial value of plan assets 2020-07-31 3,286,550
Funding target for retired participants and beneficiaries receiving payment 2020-07-31 0
Number of terminated vested participants 2020-07-31 5
Fundng target for terminated vested participants 2020-07-31 36,248
Active participant vested funding target 2020-07-31 2,921,836
Number of active participants 2020-07-31 24
Total funding liabilities for active participants 2020-07-31 2,921,836
Total participant count 2020-07-31 29
Total funding target for all participants 2020-07-31 2,958,084
Balance at beginning of prior year after applicable adjustments 2020-07-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2020-07-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2020-07-31 0
Prefunding balanced used to offset prior years funding requirement 2020-07-31 0
Amount remaining of carryover balance 2020-07-31 0
Amount remaining of prefunding balance 2020-07-31 0
Present value of excess contributions 2020-07-31 360,421
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-07-31 360,421
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2020-07-31 0
Reductions in caryover balances due to elections or deemed elections 2020-07-31 0
Reductions in prefunding balances due to elections or deemed elections 2020-07-31 0
Balance of carryovers at beginning of current year 2020-07-31 0
Balance of prefunding at beginning of current year 2020-07-31 0
Total employer contributions 2020-07-31 777,198
Total employee contributions 2020-07-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2020-07-31 0
Contributions made to avoid restrictions adjusted to valuation date 2020-07-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2020-07-31 755,863
Unpaid minimum required contributions for all prior years 2020-07-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2020-07-31 0
Remaining amount of unpaid minimum required contributions 2020-07-31 0
Minimum required contributions for current year target normal cost 2020-07-31 744,620
Net shortfall amortization installment of oustanding balance 2020-07-31 0
Waiver amortization installment 2020-07-31 0
Total funding amount beforereflecting carryover/prefunding balances 2020-07-31 416,154
Carryover balance elected to use to offset funding requirement 2020-07-31 0
Prefunding balance elected to use to offset funding requirement 2020-07-31 0
Additional cash requirement 2020-07-31 416,154
Contributions allocatedtoward minimum required contributions for current year 2020-07-31 755,863
Unpaid minimum required contributions for current year 2020-07-31 0
Unpaid minimum required contributions for all years 2020-07-31 0
2019: HOEM ASSOCIATES, INC. PENSION PLAN 2019 401k membership
Total participants, beginning-of-year 2019-08-01 27
Total number of active participants reported on line 7a of the Form 5500 2019-08-01 24
Number of retired or separated participants receiving benefits 2019-08-01 0
Number of other retired or separated participants entitled to future benefits 2019-08-01 5
Total of all active and inactive participants 2019-08-01 29
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-08-01 0
Total participants 2019-08-01 29
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-08-01 0
Market value of plan assets 2019-07-31 2,170,242
Acturial value of plan assets 2019-07-31 2,170,242
Funding target for retired participants and beneficiaries receiving payment 2019-07-31 0
Number of terminated vested participants 2019-07-31 3
Fundng target for terminated vested participants 2019-07-31 15,151
Active participant vested funding target 2019-07-31 2,063,997
Number of active participants 2019-07-31 24
Total funding liabilities for active participants 2019-07-31 2,063,997
Total participant count 2019-07-31 27
Total funding target for all participants 2019-07-31 2,079,148
Balance at beginning of prior year after applicable adjustments 2019-07-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2019-07-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2019-07-31 0
Prefunding balanced used to offset prior years funding requirement 2019-07-31 0
Amount remaining of carryover balance 2019-07-31 0
Amount remaining of prefunding balance 2019-07-31 0
Present value of excess contributions 2019-07-31 251,752
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-07-31 251,752
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2019-07-31 0
Reductions in caryover balances due to elections or deemed elections 2019-07-31 0
Reductions in prefunding balances due to elections or deemed elections 2019-07-31 0
Balance of carryovers at beginning of current year 2019-07-31 0
Balance of prefunding at beginning of current year 2019-07-31 0
Total employer contributions 2019-07-31 1,002,000
Total employee contributions 2019-07-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2019-07-31 0
Contributions made to avoid restrictions adjusted to valuation date 2019-07-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2019-07-31 977,043
Unpaid minimum required contributions for all prior years 2019-07-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2019-07-31 0
Remaining amount of unpaid minimum required contributions 2019-07-31 0
Minimum required contributions for current year target normal cost 2019-07-31 707,716
Net shortfall amortization installment of oustanding balance 2019-07-31 0
Waiver amortization installment 2019-07-31 0
Total funding amount beforereflecting carryover/prefunding balances 2019-07-31 616,622
Carryover balance elected to use to offset funding requirement 2019-07-31 0
Prefunding balance elected to use to offset funding requirement 2019-07-31 0
Additional cash requirement 2019-07-31 616,622
Contributions allocatedtoward minimum required contributions for current year 2019-07-31 977,043
Unpaid minimum required contributions for current year 2019-07-31 0
Unpaid minimum required contributions for all years 2019-07-31 0
2018: HOEM ASSOCIATES, INC. PENSION PLAN 2018 401k membership
Total participants, beginning-of-year 2018-08-01 25
Total number of active participants reported on line 7a of the Form 5500 2018-08-01 24
Number of retired or separated participants receiving benefits 2018-08-01 0
Number of other retired or separated participants entitled to future benefits 2018-08-01 3
Total of all active and inactive participants 2018-08-01 27
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-08-01 0
Total participants 2018-08-01 27
Market value of plan assets 2018-07-31 1,249,994
Acturial value of plan assets 2018-07-31 1,249,994
Funding target for retired participants and beneficiaries receiving payment 2018-07-31 0
Number of terminated vested participants 2018-07-31 2
Fundng target for terminated vested participants 2018-07-31 5,126
Active participant vested funding target 2018-07-31 1,139,913
Number of active participants 2018-07-31 23
Total funding liabilities for active participants 2018-07-31 1,139,913
Total participant count 2018-07-31 25
Total funding target for all participants 2018-07-31 1,145,039
Balance at beginning of prior year after applicable adjustments 2018-07-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2018-07-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2018-07-31 0
Prefunding balanced used to offset prior years funding requirement 2018-07-31 0
Amount remaining of carryover balance 2018-07-31 0
Amount remaining of prefunding balance 2018-07-31 0
Present value of excess contributions 2018-07-31 211,998
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-07-31 211,998
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2018-07-31 0
Reductions in caryover balances due to elections or deemed elections 2018-07-31 0
Reductions in prefunding balances due to elections or deemed elections 2018-07-31 0
Balance of carryovers at beginning of current year 2018-07-31 0
Balance of prefunding at beginning of current year 2018-07-31 0
Total employer contributions 2018-07-31 852,000
Total employee contributions 2018-07-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2018-07-31 0
Contributions made to avoid restrictions adjusted to valuation date 2018-07-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2018-07-31 824,062
Unpaid minimum required contributions for all prior years 2018-07-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2018-07-31 0
Remaining amount of unpaid minimum required contributions 2018-07-31 0
Minimum required contributions for current year target normal cost 2018-07-31 677,265
Net shortfall amortization installment of oustanding balance 2018-07-31 0
Waiver amortization installment 2018-07-31 0
Total funding amount beforereflecting carryover/prefunding balances 2018-07-31 572,310
Carryover balance elected to use to offset funding requirement 2018-07-31 0
Prefunding balance elected to use to offset funding requirement 2018-07-31 0
Additional cash requirement 2018-07-31 572,310
Contributions allocatedtoward minimum required contributions for current year 2018-07-31 824,062
Unpaid minimum required contributions for current year 2018-07-31 0
Unpaid minimum required contributions for all years 2018-07-31 0
2017: HOEM ASSOCIATES, INC. PENSION PLAN 2017 401k membership
Total participants, beginning-of-year 2017-08-01 31
Total number of active participants reported on line 7a of the Form 5500 2017-08-01 23
Number of retired or separated participants receiving benefits 2017-08-01 0
Number of other retired or separated participants entitled to future benefits 2017-08-01 2
Total of all active and inactive participants 2017-08-01 25
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-08-01 0
Total participants 2017-08-01 25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-08-01 2
Market value of plan assets 2017-07-31 619,951
Acturial value of plan assets 2017-07-31 619,951
Funding target for retired participants and beneficiaries receiving payment 2017-07-31 0
Number of terminated vested participants 2017-07-31 1
Fundng target for terminated vested participants 2017-07-31 2,571
Active participant vested funding target 2017-07-31 268,625
Number of active participants 2017-07-31 21
Total funding liabilities for active participants 2017-07-31 268,625
Total participant count 2017-07-31 22
Total funding target for all participants 2017-07-31 271,196
Balance at beginning of prior year after applicable adjustments 2017-07-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2017-07-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2017-07-31 0
Prefunding balanced used to offset prior years funding requirement 2017-07-31 0
Amount remaining of carryover balance 2017-07-31 0
Amount remaining of prefunding balance 2017-07-31 0
Present value of excess contributions 2017-07-31 71,676
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-07-31 71,676
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-07-31 0
Reductions in caryover balances due to elections or deemed elections 2017-07-31 0
Reductions in prefunding balances due to elections or deemed elections 2017-07-31 0
Balance of carryovers at beginning of current year 2017-07-31 0
Balance of prefunding at beginning of current year 2017-07-31 0
Total employer contributions 2017-07-31 652,436
Total employee contributions 2017-07-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2017-07-31 0
Contributions made to avoid restrictions adjusted to valuation date 2017-07-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2017-07-31 631,046
Unpaid minimum required contributions for all prior years 2017-07-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2017-07-31 0
Remaining amount of unpaid minimum required contributions 2017-07-31 0
Minimum required contributions for current year target normal cost 2017-07-31 767,803
Net shortfall amortization installment of oustanding balance 2017-07-31 0
Waiver amortization installment 2017-07-31 0
Total funding amount beforereflecting carryover/prefunding balances 2017-07-31 419,048
Carryover balance elected to use to offset funding requirement 2017-07-31 0
Prefunding balance elected to use to offset funding requirement 2017-07-31 0
Additional cash requirement 2017-07-31 419,048
Contributions allocatedtoward minimum required contributions for current year 2017-07-31 631,046
Unpaid minimum required contributions for current year 2017-07-31 0
Unpaid minimum required contributions for all years 2017-07-31 0
2016: HOEM ASSOCIATES, INC. PENSION PLAN 2016 401k membership
Total participants, beginning-of-year 2016-08-01 22
Total number of active participants reported on line 7a of the Form 5500 2016-08-01 21
Number of retired or separated participants receiving benefits 2016-08-01 0
Number of other retired or separated participants entitled to future benefits 2016-08-01 1
Total of all active and inactive participants 2016-08-01 22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-08-01 0
Total participants 2016-08-01 22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-08-01 0
2015: HOEM ASSOCIATES, INC. PENSION PLAN 2015 401k membership
Total participants, beginning-of-year 2015-08-01 0
Total number of active participants reported on line 7a of the Form 5500 2015-08-01 20
Number of retired or separated participants receiving benefits 2015-08-01 0
Number of other retired or separated participants entitled to future benefits 2015-08-01 2
Total of all active and inactive participants 2015-08-01 22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-08-01 0
Total participants 2015-08-01 22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-08-01 0

Measure	Date	Value
2023: HOEM ASSOCIATES, INC. PENSION PLAN 2023 401k membership
Market value of plan assets	2023-07-31	5,007,236
Acturial value of plan assets	2023-07-31	5,007,236
Funding target for retired participants and beneficiaries receiving payment	2023-07-31	0
Number of terminated vested participants	2023-07-31	11
Fundng target for terminated vested participants	2023-07-31	3,490,461
Active participant vested funding target	2023-07-31	1,961,599
Number of active participants	2023-07-31	19
Total funding liabilities for active participants	2023-07-31	1,961,599
Total participant count	2023-07-31	30
Total funding target for all participants	2023-07-31	5,452,060
Balance at beginning of prior year after applicable adjustments	2023-07-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2023-07-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2023-07-31	0
Prefunding balanced used to offset prior years funding requirement	2023-07-31	0
Amount remaining of carryover balance	2023-07-31	0
Amount remaining of prefunding balance	2023-07-31	0
Present value of excess contributions	2023-07-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2023-07-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2023-07-31	0
Reductions in caryover balances due to elections or deemed elections	2023-07-31	0
Reductions in prefunding balances due to elections or deemed elections	2023-07-31	0
Balance of carryovers at beginning of current year	2023-07-31	0
Balance of prefunding at beginning of current year	2023-07-31	0
Total employer contributions	2023-07-31	44,745
Total employee contributions	2023-07-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2023-07-31	0
Contributions made to avoid restrictions adjusted to valuation date	2023-07-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2023-07-31	42,894
Unpaid minimum required contributions for all prior years	2023-07-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2023-07-31	0
Remaining amount of unpaid minimum required contributions	2023-07-31	0
Minimum required contributions for current year target normal cost	2023-07-31	0
Net shortfall amortization installment of oustanding balance	2023-07-31	444,824
Waiver amortization installment	2023-07-31	0
Total funding amount beforereflecting carryover/prefunding balances	2023-07-31	41,107
Carryover balance elected to use to offset funding requirement	2023-07-31	0
Prefunding balance elected to use to offset funding requirement	2023-07-31	0
Additional cash requirement	2023-07-31	41,107
Contributions allocatedtoward minimum required contributions for current year	2023-07-31	42,894
Unpaid minimum required contributions for current year	2023-07-31	0
Unpaid minimum required contributions for all years	2023-07-31	0
2022: HOEM ASSOCIATES, INC. PENSION PLAN 2022 401k membership
Total participants, beginning-of-year	2022-08-01	28
Total number of active participants reported on line 7a of the Form 5500	2022-08-01	0
Number of retired or separated participants receiving benefits	2022-08-01	0
Number of other retired or separated participants entitled to future benefits	2022-08-01	0
Total of all active and inactive participants	2022-08-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-08-01	0
Total participants	2022-08-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-08-01	0
Market value of plan assets	2022-07-31	5,458,652
Acturial value of plan assets	2022-07-31	5,458,652
Funding target for retired participants and beneficiaries receiving payment	2022-07-31	0
Number of terminated vested participants	2022-07-31	6
Fundng target for terminated vested participants	2022-07-31	47,746
Active participant vested funding target	2022-07-31	5,049,905
Number of active participants	2022-07-31	22
Total funding liabilities for active participants	2022-07-31	5,049,905
Total participant count	2022-07-31	28
Total funding target for all participants	2022-07-31	5,097,651
Balance at beginning of prior year after applicable adjustments	2022-07-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2022-07-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2022-07-31	0
Prefunding balanced used to offset prior years funding requirement	2022-07-31	0
Amount remaining of carryover balance	2022-07-31	0
Amount remaining of prefunding balance	2022-07-31	0
Present value of excess contributions	2022-07-31	875,246
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-07-31	875,246
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2022-07-31	0
Reductions in caryover balances due to elections or deemed elections	2022-07-31	0
Reductions in prefunding balances due to elections or deemed elections	2022-07-31	0
Balance of carryovers at beginning of current year	2022-07-31	0
Balance of prefunding at beginning of current year	2022-07-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2022-07-31	0
Contributions made to avoid restrictions adjusted to valuation date	2022-07-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2022-07-31	0
Unpaid minimum required contributions for all prior years	2022-07-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2022-07-31	0
Remaining amount of unpaid minimum required contributions	2022-07-31	0
Minimum required contributions for current year target normal cost	2022-07-31	51,296
Net shortfall amortization installment of oustanding balance	2022-07-31	0
Waiver amortization installment	2022-07-31	0
Total funding amount beforereflecting carryover/prefunding balances	2022-07-31	0
Carryover balance elected to use to offset funding requirement	2022-07-31	0
Prefunding balance elected to use to offset funding requirement	2022-07-31	0
Additional cash requirement	2022-07-31	0
Contributions allocatedtoward minimum required contributions for current year	2022-07-31	0
Unpaid minimum required contributions for current year	2022-07-31	0
Unpaid minimum required contributions for all years	2022-07-31	0
2021: HOEM ASSOCIATES, INC. PENSION PLAN 2021 401k membership
Total participants, beginning-of-year	2021-08-01	29
Total number of active participants reported on line 7a of the Form 5500	2021-08-01	18
Number of retired or separated participants receiving benefits	2021-08-01	0
Number of other retired or separated participants entitled to future benefits	2021-08-01	10
Total of all active and inactive participants	2021-08-01	28
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-08-01	0
Total participants	2021-08-01	28
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-08-01	0
Market value of plan assets	2021-07-31	4,555,364
Acturial value of plan assets	2021-07-31	4,555,364
Funding target for retired participants and beneficiaries receiving payment	2021-07-31	0
Number of terminated vested participants	2021-07-31	6
Fundng target for terminated vested participants	2021-07-31	46,430
Active participant vested funding target	2021-07-31	3,740,451
Number of active participants	2021-07-31	23
Total funding liabilities for active participants	2021-07-31	3,740,451
Total participant count	2021-07-31	29
Total funding target for all participants	2021-07-31	3,786,881
Balance at beginning of prior year after applicable adjustments	2021-07-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2021-07-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2021-07-31	0
Prefunding balanced used to offset prior years funding requirement	2021-07-31	0
Amount remaining of carryover balance	2021-07-31	0
Amount remaining of prefunding balance	2021-07-31	0
Present value of excess contributions	2021-07-31	339,709
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-07-31	339,709
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2021-07-31	0
Reductions in caryover balances due to elections or deemed elections	2021-07-31	0
Reductions in prefunding balances due to elections or deemed elections	2021-07-31	0
Balance of carryovers at beginning of current year	2021-07-31	0
Balance of prefunding at beginning of current year	2021-07-31	0
Total employer contributions	2021-07-31	903,288
Total employee contributions	2021-07-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2021-07-31	0
Contributions made to avoid restrictions adjusted to valuation date	2021-07-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2021-07-31	875,246
Unpaid minimum required contributions for all prior years	2021-07-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2021-07-31	0
Remaining amount of unpaid minimum required contributions	2021-07-31	0
Minimum required contributions for current year target normal cost	2021-07-31	755,070
Net shortfall amortization installment of oustanding balance	2021-07-31	0
Waiver amortization installment	2021-07-31	0
Total funding amount beforereflecting carryover/prefunding balances	2021-07-31	0
Carryover balance elected to use to offset funding requirement	2021-07-31	0
Prefunding balance elected to use to offset funding requirement	2021-07-31	0
Additional cash requirement	2021-07-31	0
Contributions allocatedtoward minimum required contributions for current year	2021-07-31	875,246
Unpaid minimum required contributions for current year	2021-07-31	0
Unpaid minimum required contributions for all years	2021-07-31	0
2020: HOEM ASSOCIATES, INC. PENSION PLAN 2020 401k membership
Total participants, beginning-of-year	2020-08-01	29
Total number of active participants reported on line 7a of the Form 5500	2020-08-01	23
Number of retired or separated participants receiving benefits	2020-08-01	0
Number of other retired or separated participants entitled to future benefits	2020-08-01	6
Total of all active and inactive participants	2020-08-01	29
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-08-01	0
Total participants	2020-08-01	29
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-08-01	0
Market value of plan assets	2020-07-31	3,286,550
Acturial value of plan assets	2020-07-31	3,286,550
Funding target for retired participants and beneficiaries receiving payment	2020-07-31	0
Number of terminated vested participants	2020-07-31	5
Fundng target for terminated vested participants	2020-07-31	36,248
Active participant vested funding target	2020-07-31	2,921,836
Number of active participants	2020-07-31	24
Total funding liabilities for active participants	2020-07-31	2,921,836
Total participant count	2020-07-31	29
Total funding target for all participants	2020-07-31	2,958,084
Balance at beginning of prior year after applicable adjustments	2020-07-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2020-07-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2020-07-31	0
Prefunding balanced used to offset prior years funding requirement	2020-07-31	0
Amount remaining of carryover balance	2020-07-31	0
Amount remaining of prefunding balance	2020-07-31	0
Present value of excess contributions	2020-07-31	360,421
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-07-31	360,421
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-07-31	0
Reductions in caryover balances due to elections or deemed elections	2020-07-31	0
Reductions in prefunding balances due to elections or deemed elections	2020-07-31	0
Balance of carryovers at beginning of current year	2020-07-31	0
Balance of prefunding at beginning of current year	2020-07-31	0
Total employer contributions	2020-07-31	777,198
Total employee contributions	2020-07-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2020-07-31	0
Contributions made to avoid restrictions adjusted to valuation date	2020-07-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2020-07-31	755,863
Unpaid minimum required contributions for all prior years	2020-07-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2020-07-31	0
Remaining amount of unpaid minimum required contributions	2020-07-31	0
Minimum required contributions for current year target normal cost	2020-07-31	744,620
Net shortfall amortization installment of oustanding balance	2020-07-31	0
Waiver amortization installment	2020-07-31	0
Total funding amount beforereflecting carryover/prefunding balances	2020-07-31	416,154
Carryover balance elected to use to offset funding requirement	2020-07-31	0
Prefunding balance elected to use to offset funding requirement	2020-07-31	0
Additional cash requirement	2020-07-31	416,154
Contributions allocatedtoward minimum required contributions for current year	2020-07-31	755,863
Unpaid minimum required contributions for current year	2020-07-31	0
Unpaid minimum required contributions for all years	2020-07-31	0
2019: HOEM ASSOCIATES, INC. PENSION PLAN 2019 401k membership
Total participants, beginning-of-year	2019-08-01	27
Total number of active participants reported on line 7a of the Form 5500	2019-08-01	24
Number of retired or separated participants receiving benefits	2019-08-01	0
Number of other retired or separated participants entitled to future benefits	2019-08-01	5
Total of all active and inactive participants	2019-08-01	29
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-08-01	0
Total participants	2019-08-01	29
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-08-01	0
Market value of plan assets	2019-07-31	2,170,242
Acturial value of plan assets	2019-07-31	2,170,242
Funding target for retired participants and beneficiaries receiving payment	2019-07-31	0
Number of terminated vested participants	2019-07-31	3
Fundng target for terminated vested participants	2019-07-31	15,151
Active participant vested funding target	2019-07-31	2,063,997
Number of active participants	2019-07-31	24
Total funding liabilities for active participants	2019-07-31	2,063,997
Total participant count	2019-07-31	27
Total funding target for all participants	2019-07-31	2,079,148
Balance at beginning of prior year after applicable adjustments	2019-07-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2019-07-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2019-07-31	0
Prefunding balanced used to offset prior years funding requirement	2019-07-31	0
Amount remaining of carryover balance	2019-07-31	0
Amount remaining of prefunding balance	2019-07-31	0
Present value of excess contributions	2019-07-31	251,752
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-07-31	251,752
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2019-07-31	0
Reductions in caryover balances due to elections or deemed elections	2019-07-31	0
Reductions in prefunding balances due to elections or deemed elections	2019-07-31	0
Balance of carryovers at beginning of current year	2019-07-31	0
Balance of prefunding at beginning of current year	2019-07-31	0
Total employer contributions	2019-07-31	1,002,000
Total employee contributions	2019-07-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2019-07-31	0
Contributions made to avoid restrictions adjusted to valuation date	2019-07-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2019-07-31	977,043
Unpaid minimum required contributions for all prior years	2019-07-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2019-07-31	0
Remaining amount of unpaid minimum required contributions	2019-07-31	0
Minimum required contributions for current year target normal cost	2019-07-31	707,716
Net shortfall amortization installment of oustanding balance	2019-07-31	0
Waiver amortization installment	2019-07-31	0
Total funding amount beforereflecting carryover/prefunding balances	2019-07-31	616,622
Carryover balance elected to use to offset funding requirement	2019-07-31	0
Prefunding balance elected to use to offset funding requirement	2019-07-31	0
Additional cash requirement	2019-07-31	616,622
Contributions allocatedtoward minimum required contributions for current year	2019-07-31	977,043
Unpaid minimum required contributions for current year	2019-07-31	0
Unpaid minimum required contributions for all years	2019-07-31	0
2018: HOEM ASSOCIATES, INC. PENSION PLAN 2018 401k membership
Total participants, beginning-of-year	2018-08-01	25
Total number of active participants reported on line 7a of the Form 5500	2018-08-01	24
Number of retired or separated participants receiving benefits	2018-08-01	0
Number of other retired or separated participants entitled to future benefits	2018-08-01	3
Total of all active and inactive participants	2018-08-01	27
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-08-01	0
Total participants	2018-08-01	27
Market value of plan assets	2018-07-31	1,249,994
Acturial value of plan assets	2018-07-31	1,249,994
Funding target for retired participants and beneficiaries receiving payment	2018-07-31	0
Number of terminated vested participants	2018-07-31	2
Fundng target for terminated vested participants	2018-07-31	5,126
Active participant vested funding target	2018-07-31	1,139,913
Number of active participants	2018-07-31	23
Total funding liabilities for active participants	2018-07-31	1,139,913
Total participant count	2018-07-31	25
Total funding target for all participants	2018-07-31	1,145,039
Balance at beginning of prior year after applicable adjustments	2018-07-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2018-07-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2018-07-31	0
Prefunding balanced used to offset prior years funding requirement	2018-07-31	0
Amount remaining of carryover balance	2018-07-31	0
Amount remaining of prefunding balance	2018-07-31	0
Present value of excess contributions	2018-07-31	211,998
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-07-31	211,998
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-07-31	0
Reductions in caryover balances due to elections or deemed elections	2018-07-31	0
Reductions in prefunding balances due to elections or deemed elections	2018-07-31	0
Balance of carryovers at beginning of current year	2018-07-31	0
Balance of prefunding at beginning of current year	2018-07-31	0
Total employer contributions	2018-07-31	852,000
Total employee contributions	2018-07-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2018-07-31	0
Contributions made to avoid restrictions adjusted to valuation date	2018-07-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2018-07-31	824,062
Unpaid minimum required contributions for all prior years	2018-07-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2018-07-31	0
Remaining amount of unpaid minimum required contributions	2018-07-31	0
Minimum required contributions for current year target normal cost	2018-07-31	677,265
Net shortfall amortization installment of oustanding balance	2018-07-31	0
Waiver amortization installment	2018-07-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-07-31	572,310
Carryover balance elected to use to offset funding requirement	2018-07-31	0
Prefunding balance elected to use to offset funding requirement	2018-07-31	0
Additional cash requirement	2018-07-31	572,310
Contributions allocatedtoward minimum required contributions for current year	2018-07-31	824,062
Unpaid minimum required contributions for current year	2018-07-31	0
Unpaid minimum required contributions for all years	2018-07-31	0
2017: HOEM ASSOCIATES, INC. PENSION PLAN 2017 401k membership
Total participants, beginning-of-year	2017-08-01	31
Total number of active participants reported on line 7a of the Form 5500	2017-08-01	23
Number of retired or separated participants receiving benefits	2017-08-01	0
Number of other retired or separated participants entitled to future benefits	2017-08-01	2
Total of all active and inactive participants	2017-08-01	25
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-08-01	0
Total participants	2017-08-01	25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-08-01	2
Market value of plan assets	2017-07-31	619,951
Acturial value of plan assets	2017-07-31	619,951
Funding target for retired participants and beneficiaries receiving payment	2017-07-31	0
Number of terminated vested participants	2017-07-31	1
Fundng target for terminated vested participants	2017-07-31	2,571
Active participant vested funding target	2017-07-31	268,625
Number of active participants	2017-07-31	21
Total funding liabilities for active participants	2017-07-31	268,625
Total participant count	2017-07-31	22
Total funding target for all participants	2017-07-31	271,196
Balance at beginning of prior year after applicable adjustments	2017-07-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2017-07-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2017-07-31	0
Prefunding balanced used to offset prior years funding requirement	2017-07-31	0
Amount remaining of carryover balance	2017-07-31	0
Amount remaining of prefunding balance	2017-07-31	0
Present value of excess contributions	2017-07-31	71,676
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-07-31	71,676
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-07-31	0
Reductions in caryover balances due to elections or deemed elections	2017-07-31	0
Reductions in prefunding balances due to elections or deemed elections	2017-07-31	0
Balance of carryovers at beginning of current year	2017-07-31	0
Balance of prefunding at beginning of current year	2017-07-31	0
Total employer contributions	2017-07-31	652,436
Total employee contributions	2017-07-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2017-07-31	0
Contributions made to avoid restrictions adjusted to valuation date	2017-07-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-07-31	631,046
Unpaid minimum required contributions for all prior years	2017-07-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2017-07-31	0
Remaining amount of unpaid minimum required contributions	2017-07-31	0
Minimum required contributions for current year target normal cost	2017-07-31	767,803
Net shortfall amortization installment of oustanding balance	2017-07-31	0
Waiver amortization installment	2017-07-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-07-31	419,048
Carryover balance elected to use to offset funding requirement	2017-07-31	0
Prefunding balance elected to use to offset funding requirement	2017-07-31	0
Additional cash requirement	2017-07-31	419,048
Contributions allocatedtoward minimum required contributions for current year	2017-07-31	631,046
Unpaid minimum required contributions for current year	2017-07-31	0
Unpaid minimum required contributions for all years	2017-07-31	0
2016: HOEM ASSOCIATES, INC. PENSION PLAN 2016 401k membership
Total participants, beginning-of-year	2016-08-01	22
Total number of active participants reported on line 7a of the Form 5500	2016-08-01	21
Number of retired or separated participants receiving benefits	2016-08-01	0
Number of other retired or separated participants entitled to future benefits	2016-08-01	1
Total of all active and inactive participants	2016-08-01	22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-08-01	0
Total participants	2016-08-01	22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-08-01	0
2015: HOEM ASSOCIATES, INC. PENSION PLAN 2015 401k membership
Total participants, beginning-of-year	2015-08-01	0
Total number of active participants reported on line 7a of the Form 5500	2015-08-01	20
Number of retired or separated participants receiving benefits	2015-08-01	0
Number of other retired or separated participants entitled to future benefits	2015-08-01	2
Total of all active and inactive participants	2015-08-01	22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-08-01	0
Total participants	2015-08-01	22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-08-01	0

Financial Data on HOEM ASSOCIATES, INC. PENSION PLAN

Measure	Date	Value
2023 : HOEM ASSOCIATES, INC. PENSION PLAN 2023 401k financial data
Transfers to/from the plan	2023-07-31	$0
Total plan liabilities at end of year	2023-07-31	$0
Total plan liabilities at beginning of year	2023-07-31	$0
Total income from all sources	2023-07-31	$66,540
Expenses. Total of all expenses incurred	2023-07-31	$5,073,776
Benefits paid (including direct rollovers)	2023-07-31	$5,042,680
Total plan assets at end of year	2023-07-31	$0
Total plan assets at beginning of year	2023-07-31	$5,007,236
Value of fidelity bond covering the plan	2023-07-31	$500,000
Total contributions received or receivable from participants	2023-07-31	$0
Expenses. Other expenses not covered elsewhere	2023-07-31	$0
Contributions received from other sources (not participants or employers)	2023-07-31	$0
Other income received	2023-07-31	$21,795
Noncash contributions received	2023-07-31	$0
Net income (gross income less expenses)	2023-07-31	$-5,007,236
Net plan assets at end of year (total assets less liabilities)	2023-07-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2023-07-31	$5,007,236
Total contributions received or receivable from employer(s)	2023-07-31	$44,745
Value of certain deemed distributions of participant loans	2023-07-31	$0
Value of corrective distributions	2023-07-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2023-07-31	$31,096
2022 : HOEM ASSOCIATES, INC. PENSION PLAN 2022 401k financial data
Transfers to/from the plan	2022-07-31	$0
Total plan liabilities at end of year	2022-07-31	$0
Total plan liabilities at beginning of year	2022-07-31	$0
Total income from all sources	2022-07-31	$-423,168
Expenses. Total of all expenses incurred	2022-07-31	$28,248
Benefits paid (including direct rollovers)	2022-07-31	$2,205
Total plan assets at end of year	2022-07-31	$5,007,236
Total plan assets at beginning of year	2022-07-31	$5,458,652
Value of fidelity bond covering the plan	2022-07-31	$500,000
Total contributions received or receivable from participants	2022-07-31	$0
Expenses. Other expenses not covered elsewhere	2022-07-31	$0
Contributions received from other sources (not participants or employers)	2022-07-31	$0
Other income received	2022-07-31	$-423,168
Noncash contributions received	2022-07-31	$0
Net income (gross income less expenses)	2022-07-31	$-451,416
Net plan assets at end of year (total assets less liabilities)	2022-07-31	$5,007,236
Net plan assets at beginning of year (total assets less liabilities)	2022-07-31	$5,458,652
Total contributions received or receivable from employer(s)	2022-07-31	$0
Value of certain deemed distributions of participant loans	2022-07-31	$0
Value of corrective distributions	2022-07-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2022-07-31	$26,043
2021 : HOEM ASSOCIATES, INC. PENSION PLAN 2021 401k financial data
Transfers to/from the plan	2021-07-31	$0
Total plan liabilities at end of year	2021-07-31	$0
Total plan liabilities at beginning of year	2021-07-31	$0
Total income from all sources	2021-07-31	$1,453,096
Expenses. Total of all expenses incurred	2021-07-31	$58,192
Benefits paid (including direct rollovers)	2021-07-31	$8,984
Total plan assets at end of year	2021-07-31	$5,458,652
Total plan assets at beginning of year	2021-07-31	$4,063,748
Value of fidelity bond covering the plan	2021-07-31	$500,000
Total contributions received or receivable from participants	2021-07-31	$0
Expenses. Other expenses not covered elsewhere	2021-07-31	$0
Contributions received from other sources (not participants or employers)	2021-07-31	$0
Other income received	2021-07-31	$549,808
Noncash contributions received	2021-07-31	$0
Net income (gross income less expenses)	2021-07-31	$1,394,904
Net plan assets at end of year (total assets less liabilities)	2021-07-31	$5,458,652
Net plan assets at beginning of year (total assets less liabilities)	2021-07-31	$4,063,748
Total contributions received or receivable from employer(s)	2021-07-31	$903,288
Value of certain deemed distributions of participant loans	2021-07-31	$0
Value of corrective distributions	2021-07-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2021-07-31	$49,208
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-07-31	$0
2020 : HOEM ASSOCIATES, INC. PENSION PLAN 2020 401k financial data
Transfers to/from the plan	2020-07-31	$0
Total plan liabilities at end of year	2020-07-31	$0
Total plan liabilities at beginning of year	2020-07-31	$0
Total income from all sources	2020-07-31	$938,106
Expenses. Total of all expenses incurred	2020-07-31	$46,600
Benefits paid (including direct rollovers)	2020-07-31	$13,956
Total plan assets at end of year	2020-07-31	$4,063,748
Total plan assets at beginning of year	2020-07-31	$3,172,242
Value of fidelity bond covering the plan	2020-07-31	$500,000
Total contributions received or receivable from participants	2020-07-31	$0
Expenses. Other expenses not covered elsewhere	2020-07-31	$0
Contributions received from other sources (not participants or employers)	2020-07-31	$0
Other income received	2020-07-31	$160,908
Noncash contributions received	2020-07-31	$0
Net income (gross income less expenses)	2020-07-31	$891,506
Net plan assets at end of year (total assets less liabilities)	2020-07-31	$4,063,748
Net plan assets at beginning of year (total assets less liabilities)	2020-07-31	$3,172,242
Total contributions received or receivable from employer(s)	2020-07-31	$777,198
Value of certain deemed distributions of participant loans	2020-07-31	$0
Value of corrective distributions	2020-07-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2020-07-31	$32,644
2019 : HOEM ASSOCIATES, INC. PENSION PLAN 2019 401k financial data
Transfers to/from the plan	2019-07-31	$0
Total plan liabilities at end of year	2019-07-31	$0
Total plan liabilities at beginning of year	2019-07-31	$0
Total income from all sources	2019-07-31	$1,082,002
Expenses. Total of all expenses incurred	2019-07-31	$11,754
Benefits paid (including direct rollovers)	2019-07-31	$0
Total plan assets at end of year	2019-07-31	$3,172,242
Total plan assets at beginning of year	2019-07-31	$2,101,994
Value of fidelity bond covering the plan	2019-07-31	$500,000
Total contributions received or receivable from participants	2019-07-31	$0
Expenses. Other expenses not covered elsewhere	2019-07-31	$2,667
Contributions received from other sources (not participants or employers)	2019-07-31	$0
Other income received	2019-07-31	$80,002
Noncash contributions received	2019-07-31	$0
Net income (gross income less expenses)	2019-07-31	$1,070,248
Net plan assets at end of year (total assets less liabilities)	2019-07-31	$3,172,242
Net plan assets at beginning of year (total assets less liabilities)	2019-07-31	$2,101,994
Total contributions received or receivable from employer(s)	2019-07-31	$1,002,000
Value of certain deemed distributions of participant loans	2019-07-31	$0
Value of corrective distributions	2019-07-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2019-07-31	$9,087
2018 : HOEM ASSOCIATES, INC. PENSION PLAN 2018 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-07-31	$0
2017 : HOEM ASSOCIATES, INC. PENSION PLAN 2017 401k financial data
Transfers to/from the plan	2017-07-31	$0
Total plan liabilities at end of year	2017-07-31	$0
Total plan liabilities at beginning of year	2017-07-31	$0
Total income from all sources	2017-07-31	$668,529
Expenses. Total of all expenses incurred	2017-07-31	$1,470
Benefits paid (including direct rollovers)	2017-07-31	$0
Total plan assets at end of year	2017-07-31	$1,222,387
Total plan assets at beginning of year	2017-07-31	$555,328
Value of fidelity bond covering the plan	2017-07-31	$500,000
Total contributions received or receivable from participants	2017-07-31	$0
Expenses. Other expenses not covered elsewhere	2017-07-31	$0
Contributions received from other sources (not participants or employers)	2017-07-31	$0
Other income received	2017-07-31	$16,093
Noncash contributions received	2017-07-31	$0
Net income (gross income less expenses)	2017-07-31	$667,059
Net plan assets at end of year (total assets less liabilities)	2017-07-31	$1,222,387
Net plan assets at beginning of year (total assets less liabilities)	2017-07-31	$555,328
Total contributions received or receivable from employer(s)	2017-07-31	$652,436
Value of certain deemed distributions of participant loans	2017-07-31	$0
Value of corrective distributions	2017-07-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2017-07-31	$1,470
2016 : HOEM ASSOCIATES, INC. PENSION PLAN 2016 401k financial data
Transfers to/from the plan	2016-07-31	$0
Total plan liabilities at end of year	2016-07-31	$0
Total plan liabilities at beginning of year	2016-07-31	$0
Total income from all sources	2016-07-31	$555,328
Expenses. Total of all expenses incurred	2016-07-31	$0
Benefits paid (including direct rollovers)	2016-07-31	$0
Total plan assets at end of year	2016-07-31	$555,328
Total plan assets at beginning of year	2016-07-31	$0
Value of fidelity bond covering the plan	2016-07-31	$60,000
Total contributions received or receivable from participants	2016-07-31	$0
Expenses. Other expenses not covered elsewhere	2016-07-31	$0
Contributions received from other sources (not participants or employers)	2016-07-31	$0
Other income received	2016-07-31	$0
Noncash contributions received	2016-07-31	$0
Net income (gross income less expenses)	2016-07-31	$555,328
Net plan assets at end of year (total assets less liabilities)	2016-07-31	$555,328
Net plan assets at beginning of year (total assets less liabilities)	2016-07-31	$0
Total contributions received or receivable from employer(s)	2016-07-31	$555,328
Value of certain deemed distributions of participant loans	2016-07-31	$0
Value of corrective distributions	2016-07-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-07-31	$0

Form 5500 Responses for HOEM ASSOCIATES, INC. PENSION PLAN

2022: HOEM ASSOCIATES, INC. PENSION PLAN 2022 form 5500 responses
2022-08-01	Type of plan entity	Single employer plan
2022-08-01	Submission has been amended	No
2022-08-01	This submission is the final filing	Yes
2022-08-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-08-01	Plan is a collectively bargained plan	No
2022-08-01	Plan funding arrangement – Trust	Yes
2022-08-01	Plan benefit arrangement - Trust	Yes
2021: HOEM ASSOCIATES, INC. PENSION PLAN 2021 form 5500 responses
2021-08-01	Type of plan entity	Single employer plan
2021-08-01	Submission has been amended	No
2021-08-01	This submission is the final filing	No
2021-08-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-08-01	Plan is a collectively bargained plan	No
2021-08-01	Plan funding arrangement – Trust	Yes
2021-08-01	Plan benefit arrangement - Trust	Yes
2020: HOEM ASSOCIATES, INC. PENSION PLAN 2020 form 5500 responses
2020-08-01	Type of plan entity	Single employer plan
2020-08-01	Submission has been amended	No
2020-08-01	This submission is the final filing	No
2020-08-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-08-01	Plan is a collectively bargained plan	No
2020-08-01	Plan funding arrangement – Trust	Yes
2020-08-01	Plan benefit arrangement - Trust	Yes
2019: HOEM ASSOCIATES, INC. PENSION PLAN 2019 form 5500 responses
2019-08-01	Type of plan entity	Single employer plan
2019-08-01	Submission has been amended	No
2019-08-01	This submission is the final filing	No
2019-08-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-08-01	Plan is a collectively bargained plan	No
2019-08-01	Plan funding arrangement – Trust	Yes
2019-08-01	Plan benefit arrangement - Trust	Yes
2018: HOEM ASSOCIATES, INC. PENSION PLAN 2018 form 5500 responses
2018-08-01	Type of plan entity	Single employer plan
2018-08-01	Submission has been amended	No
2018-08-01	This submission is the final filing	No
2018-08-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-08-01	Plan is a collectively bargained plan	No
2018-08-01	Plan funding arrangement – Trust	Yes
2018-08-01	Plan benefit arrangement - Trust	Yes
2017: HOEM ASSOCIATES, INC. PENSION PLAN 2017 form 5500 responses
2017-08-01	Type of plan entity	Single employer plan
2017-08-01	Submission has been amended	No
2017-08-01	This submission is the final filing	No
2017-08-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-08-01	Plan is a collectively bargained plan	No
2017-08-01	Plan funding arrangement – Trust	Yes
2017-08-01	Plan benefit arrangement - Trust	Yes
2016: HOEM ASSOCIATES, INC. PENSION PLAN 2016 form 5500 responses
2016-08-01	Type of plan entity	Single employer plan
2016-08-01	Submission has been amended	No
2016-08-01	This submission is the final filing	No
2016-08-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-08-01	Plan is a collectively bargained plan	No
2016-08-01	Plan funding arrangement – Trust	Yes
2016-08-01	Plan benefit arrangement - Trust	Yes
2015: HOEM ASSOCIATES, INC. PENSION PLAN 2015 form 5500 responses
2015-08-01	Type of plan entity	Single employer plan
2015-08-01	First time form 5500 has been submitted	Yes
2015-08-01	Submission has been amended	Yes
2015-08-01	This submission is the final filing	No
2015-08-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-08-01	Plan is a collectively bargained plan	No
2015-08-01	Plan funding arrangement – Trust	Yes
2015-08-01	Plan benefit arrangement - Trust	Yes

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Company Name:	HOEM ASSOCIATES, INC.
Employer identification number (EIN):	942594683
NAIC Classification:	238300