401k Plan data: NED R. HEALY & CO., INC EMPLOYEE SAVINGS & RETIREMENT PLAN plan

NED R. HEALY & CO., INC EMPLOYEE SAVINGS & RETIREMENT PLAN 401k Plan overview

Plan Name	NED R. HEALY & CO., INC EMPLOYEE SAVINGS & RETIREMENT PLAN
Plan identification number	002

NED R. HEALY & CO., INC EMPLOYEE SAVINGS & RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

NED R. HEALY & COMPANY, INC. has sponsored the creation of one or more 401k plans.

Company Name: NED R. HEALY & COMPANY, INC.

Employer identification number (EIN): 952629897

NAIC Classification: 423100

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NED R. HEALY & CO., INC EMPLOYEE SAVINGS & RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01
002 2017-01-01 STEVE HEALY
002 2016-01-01 STEVE HEALY
002 2015-01-01 STEVE HEALY
002 2014-01-01 STEVE HEALY
002 2013-01-01 STEVE HEALY
002 2012-01-01 STEVE HEALY 2013-06-26
002 2011-01-01 STEVE HEALY 2012-06-13
002 2010-01-01 STEVE HEALY 2011-06-10
002 2009-01-01 STEVE HEALY

Plan Statistics for NED R. HEALY & CO., INC EMPLOYEE SAVINGS & RETIREMENT PLAN

401k plan membership statisitcs for NED R. HEALY & CO., INC EMPLOYEE SAVINGS & RETIREMENT PLAN

Measure Date Value
2022: NED R. HEALY & CO., INC EMPLOYEE SAVINGS & RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 43
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 36
Number of retired or separated participants receiving benefits 2022-01-01 1
Number of other retired or separated participants entitled to future benefits 2022-01-01 7
Total of all active and inactive participants 2022-01-01 44
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 2
Total participants 2022-01-01 46
Number of participants with account balances 2022-01-01 44
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 2
2021: NED R. HEALY & CO., INC EMPLOYEE SAVINGS & RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 44
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 34
Number of retired or separated participants receiving benefits 2021-01-01 3
Number of other retired or separated participants entitled to future benefits 2021-01-01 5
Total of all active and inactive participants 2021-01-01 42
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 1
Total participants 2021-01-01 43
Number of participants with account balances 2021-01-01 42
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 1
2020: NED R. HEALY & CO., INC EMPLOYEE SAVINGS & RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 47
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 35
Number of retired or separated participants receiving benefits 2020-01-01 3
Number of other retired or separated participants entitled to future benefits 2020-01-01 5
Total of all active and inactive participants 2020-01-01 43
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 1
Total participants 2020-01-01 44
Number of participants with account balances 2020-01-01 42
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 4
2019: NED R. HEALY & CO., INC EMPLOYEE SAVINGS & RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 54
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 39
Number of retired or separated participants receiving benefits 2019-01-01 2
Number of other retired or separated participants entitled to future benefits 2019-01-01 6
Total of all active and inactive participants 2019-01-01 47
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 47
Number of participants with account balances 2019-01-01 42
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 4
2018: NED R. HEALY & CO., INC EMPLOYEE SAVINGS & RETIREMENT PLAN 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 48
Number of retired or separated participants receiving benefits 2018-01-01 2
Number of other retired or separated participants entitled to future benefits 2018-01-01 4
Total of all active and inactive participants 2018-01-01 54
Total participants 2018-01-01 54
Number of participants with account balances 2018-01-01 46
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 2
2017: NED R. HEALY & CO., INC EMPLOYEE SAVINGS & RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 43
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 48
Number of retired or separated participants receiving benefits 2017-01-01 1
Number of other retired or separated participants entitled to future benefits 2017-01-01 2
Total of all active and inactive participants 2017-01-01 51
Total participants 2017-01-01 51
Number of participants with account balances 2017-01-01 42
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 2
2016: NED R. HEALY & CO., INC EMPLOYEE SAVINGS & RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 48
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 39
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 3
Total of all active and inactive participants 2016-01-01 42
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 1
Total participants 2016-01-01 43
Number of participants with account balances 2016-01-01 42
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 2
2015: NED R. HEALY & CO., INC EMPLOYEE SAVINGS & RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 39
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 45
Number of other retired or separated participants entitled to future benefits 2015-01-01 3
Total of all active and inactive participants 2015-01-01 48
Total participants 2015-01-01 48
Number of participants with account balances 2015-01-01 28
2014: NED R. HEALY & CO., INC EMPLOYEE SAVINGS & RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 40
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 33
Number of retired or separated participants receiving benefits 2014-01-01 1
Number of other retired or separated participants entitled to future benefits 2014-01-01 5
Total of all active and inactive participants 2014-01-01 39
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 39
Number of participants with account balances 2014-01-01 31
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: NED R. HEALY & CO., INC EMPLOYEE SAVINGS & RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 41
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 38
Number of other retired or separated participants entitled to future benefits 2013-01-01 2
Total of all active and inactive participants 2013-01-01 40
Total participants 2013-01-01 40
Number of participants with account balances 2013-01-01 31
2009: NED R. HEALY & CO., INC EMPLOYEE SAVINGS & RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 41
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 35
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 2
Total of all active and inactive participants 2009-01-01 37
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 37
Number of participants with account balances 2009-01-01 36
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: NED R. HEALY & CO., INC EMPLOYEE SAVINGS & RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	43
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	36
Number of retired or separated participants receiving benefits	2022-01-01	1
Number of other retired or separated participants entitled to future benefits	2022-01-01	7
Total of all active and inactive participants	2022-01-01	44
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	2
Total participants	2022-01-01	46
Number of participants with account balances	2022-01-01	44
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	2
2021: NED R. HEALY & CO., INC EMPLOYEE SAVINGS & RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	44
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	34
Number of retired or separated participants receiving benefits	2021-01-01	3
Number of other retired or separated participants entitled to future benefits	2021-01-01	5
Total of all active and inactive participants	2021-01-01	42
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	1
Total participants	2021-01-01	43
Number of participants with account balances	2021-01-01	42
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	1
2020: NED R. HEALY & CO., INC EMPLOYEE SAVINGS & RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	47
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	35
Number of retired or separated participants receiving benefits	2020-01-01	3
Number of other retired or separated participants entitled to future benefits	2020-01-01	5
Total of all active and inactive participants	2020-01-01	43
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	1
Total participants	2020-01-01	44
Number of participants with account balances	2020-01-01	42
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	4
2019: NED R. HEALY & CO., INC EMPLOYEE SAVINGS & RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	54
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	39
Number of retired or separated participants receiving benefits	2019-01-01	2
Number of other retired or separated participants entitled to future benefits	2019-01-01	6
Total of all active and inactive participants	2019-01-01	47
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	47
Number of participants with account balances	2019-01-01	42
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	4
2018: NED R. HEALY & CO., INC EMPLOYEE SAVINGS & RETIREMENT PLAN 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	48
Number of retired or separated participants receiving benefits	2018-01-01	2
Number of other retired or separated participants entitled to future benefits	2018-01-01	4
Total of all active and inactive participants	2018-01-01	54
Total participants	2018-01-01	54
Number of participants with account balances	2018-01-01	46
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	2
2017: NED R. HEALY & CO., INC EMPLOYEE SAVINGS & RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	43
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	48
Number of retired or separated participants receiving benefits	2017-01-01	1
Number of other retired or separated participants entitled to future benefits	2017-01-01	2
Total of all active and inactive participants	2017-01-01	51
Total participants	2017-01-01	51
Number of participants with account balances	2017-01-01	42
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	2
2016: NED R. HEALY & CO., INC EMPLOYEE SAVINGS & RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	48
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	39
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	3
Total of all active and inactive participants	2016-01-01	42
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	1
Total participants	2016-01-01	43
Number of participants with account balances	2016-01-01	42
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	2
2015: NED R. HEALY & CO., INC EMPLOYEE SAVINGS & RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	39
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	45
Number of other retired or separated participants entitled to future benefits	2015-01-01	3
Total of all active and inactive participants	2015-01-01	48
Total participants	2015-01-01	48
Number of participants with account balances	2015-01-01	28
2014: NED R. HEALY & CO., INC EMPLOYEE SAVINGS & RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	40
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	33
Number of retired or separated participants receiving benefits	2014-01-01	1
Number of other retired or separated participants entitled to future benefits	2014-01-01	5
Total of all active and inactive participants	2014-01-01	39
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	39
Number of participants with account balances	2014-01-01	31
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: NED R. HEALY & CO., INC EMPLOYEE SAVINGS & RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	41
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	38
Number of other retired or separated participants entitled to future benefits	2013-01-01	2
Total of all active and inactive participants	2013-01-01	40
Total participants	2013-01-01	40
Number of participants with account balances	2013-01-01	31
2009: NED R. HEALY & CO., INC EMPLOYEE SAVINGS & RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	41
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	35
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	2
Total of all active and inactive participants	2009-01-01	37
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	37
Number of participants with account balances	2009-01-01	36
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on NED R. HEALY & CO., INC EMPLOYEE SAVINGS & RETIREMENT PLAN

Measure	Date	Value
2022 : NED R. HEALY & CO., INC EMPLOYEE SAVINGS & RETIREMENT PLAN 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	$-1,334,100
Expenses. Total of all expenses incurred	2022-12-31	$630,984
Benefits paid (including direct rollovers)	2022-12-31	$601,488
Total plan assets at end of year	2022-12-31	$7,136,906
Total plan assets at beginning of year	2022-12-31	$9,101,990
Value of fidelity bond covering the plan	2022-12-31	$600,000
Assets. Value of tangible personal property	2022-12-31	$0
Total contributions received or receivable from participants	2022-12-31	$234,881
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	$0
Other income received	2022-12-31	$-1,604,898
Noncash contributions received	2022-12-31	$0
Net income (gross income less expenses)	2022-12-31	$-1,965,084
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$7,136,906
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$9,101,990
Assets. Value of participant loans	2022-12-31	$83,078
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	$35,917
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	$29,496
2021 : NED R. HEALY & CO., INC EMPLOYEE SAVINGS & RETIREMENT PLAN 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	$1,527,191
Expenses. Total of all expenses incurred	2021-12-31	$667,318
Benefits paid (including direct rollovers)	2021-12-31	$635,249
Total plan assets at end of year	2021-12-31	$9,101,990
Total plan assets at beginning of year	2021-12-31	$8,242,117
Value of fidelity bond covering the plan	2021-12-31	$600,000
Assets. Value of tangible personal property	2021-12-31	$0
Total contributions received or receivable from participants	2021-12-31	$215,944
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	$0
Other income received	2021-12-31	$1,274,212
Noncash contributions received	2021-12-31	$0
Net income (gross income less expenses)	2021-12-31	$859,873
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$9,101,990
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$8,242,117
Assets. Value of participant loans	2021-12-31	$119,746
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	$37,035
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	$32,069
2020 : NED R. HEALY & CO., INC EMPLOYEE SAVINGS & RETIREMENT PLAN 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	$1,518,008
Expenses. Total of all expenses incurred	2020-12-31	$1,433,481
Benefits paid (including direct rollovers)	2020-12-31	$1,397,500
Total plan assets at end of year	2020-12-31	$8,242,117
Total plan assets at beginning of year	2020-12-31	$8,157,590
Value of fidelity bond covering the plan	2020-12-31	$600,000
Assets. Value of tangible personal property	2020-12-31	$0
Total contributions received or receivable from participants	2020-12-31	$185,957
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	$0
Other income received	2020-12-31	$1,299,414
Noncash contributions received	2020-12-31	$0
Net income (gross income less expenses)	2020-12-31	$84,527
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$8,242,117
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$8,157,590
Assets. Value of participant loans	2020-12-31	$141,204
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	$32,637
Value of certain deemed distributions of participant loans	2020-12-31	$0
Value of corrective distributions	2020-12-31	$7,505
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$28,476
2019 : NED R. HEALY & CO., INC EMPLOYEE SAVINGS & RETIREMENT PLAN 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	$1,704,571
Expenses. Total of all expenses incurred	2019-12-31	$337,302
Benefits paid (including direct rollovers)	2019-12-31	$313,794
Total plan assets at end of year	2019-12-31	$8,157,590
Total plan assets at beginning of year	2019-12-31	$6,790,321
Value of fidelity bond covering the plan	2019-12-31	$600,000
Total contributions received or receivable from participants	2019-12-31	$172,225
Expenses. Other expenses not covered elsewhere	2019-12-31	$0
Contributions received from other sources (not participants or employers)	2019-12-31	$0
Other income received	2019-12-31	$1,500,869
Noncash contributions received	2019-12-31	$0
Net income (gross income less expenses)	2019-12-31	$1,367,269
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$8,157,590
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$6,790,321
Assets. Value of participant loans	2019-12-31	$95,998
Total contributions received or receivable from employer(s)	2019-12-31	$31,477
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	$23,508
2018 : NED R. HEALY & CO., INC EMPLOYEE SAVINGS & RETIREMENT PLAN 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	$-183,267
Expenses. Total of all expenses incurred	2018-12-31	$312,839
Benefits paid (including direct rollovers)	2018-12-31	$293,741
Total plan assets at end of year	2018-12-31	$6,790,321
Total plan assets at beginning of year	2018-12-31	$7,286,427
Value of fidelity bond covering the plan	2018-12-31	$600,000
Total contributions received or receivable from participants	2018-12-31	$160,835
Expenses. Other expenses not covered elsewhere	2018-12-31	$0
Contributions received from other sources (not participants or employers)	2018-12-31	$0
Other income received	2018-12-31	$-376,135
Noncash contributions received	2018-12-31	$0
Net income (gross income less expenses)	2018-12-31	$-496,106
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$6,790,321
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$7,286,427
Assets. Value of participant loans	2018-12-31	$107,219
Total contributions received or receivable from employer(s)	2018-12-31	$32,033
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	$19,098
2017 : NED R. HEALY & CO., INC EMPLOYEE SAVINGS & RETIREMENT PLAN 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	$1,329,281
Expenses. Total of all expenses incurred	2017-12-31	$631,986
Benefits paid (including direct rollovers)	2017-12-31	$617,126
Total plan assets at end of year	2017-12-31	$7,286,427
Total plan assets at beginning of year	2017-12-31	$6,589,132
Value of fidelity bond covering the plan	2017-12-31	$600,000
Total contributions received or receivable from participants	2017-12-31	$144,158
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	$1,154,725
Noncash contributions received	2017-12-31	$0
Net income (gross income less expenses)	2017-12-31	$697,295
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$7,286,427
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$6,589,132
Assets. Value of participant loans	2017-12-31	$135,388
Total contributions received or receivable from employer(s)	2017-12-31	$30,398
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	$14,860
2016 : NED R. HEALY & CO., INC EMPLOYEE SAVINGS & RETIREMENT PLAN 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	$613,396
Expenses. Total of all expenses incurred	2016-12-31	$244,665
Benefits paid (including direct rollovers)	2016-12-31	$228,048
Total plan assets at end of year	2016-12-31	$6,589,132
Total plan assets at beginning of year	2016-12-31	$6,220,401
Value of fidelity bond covering the plan	2016-12-31	$600,000
Total contributions received or receivable from participants	2016-12-31	$122,756
Expenses. Other expenses not covered elsewhere	2016-12-31	$0
Contributions received from other sources (not participants or employers)	2016-12-31	$0
Other income received	2016-12-31	$462,659
Noncash contributions received	2016-12-31	$0
Net income (gross income less expenses)	2016-12-31	$368,731
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$6,589,132
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$6,220,401
Assets. Value of participant loans	2016-12-31	$137,478
Total contributions received or receivable from employer(s)	2016-12-31	$27,981
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	$16,617
2015 : NED R. HEALY & CO., INC EMPLOYEE SAVINGS & RETIREMENT PLAN 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	$153,801
Expenses. Total of all expenses incurred	2015-12-31	$444,288
Benefits paid (including direct rollovers)	2015-12-31	$428,056
Total plan assets at end of year	2015-12-31	$6,220,401
Total plan assets at beginning of year	2015-12-31	$6,510,888
Value of fidelity bond covering the plan	2015-12-31	$600,000
Total contributions received or receivable from participants	2015-12-31	$86,243
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	$49,935
Noncash contributions received	2015-12-31	$0
Net income (gross income less expenses)	2015-12-31	$-290,487
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$6,220,401
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$6,510,888
Assets. Value of participant loans	2015-12-31	$137,041
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	2015-12-31	$0
Total contributions received or receivable from employer(s)	2015-12-31	$17,623
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	$16,232
2014 : NED R. HEALY & CO., INC EMPLOYEE SAVINGS & RETIREMENT PLAN 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	$519,384
Expenses. Total of all expenses incurred	2014-12-31	$319,757
Benefits paid (including direct rollovers)	2014-12-31	$303,476
Total plan assets at end of year	2014-12-31	$6,510,888
Total plan assets at beginning of year	2014-12-31	$6,311,261
Value of fidelity bond covering the plan	2014-12-31	$600,000
Total contributions received or receivable from participants	2014-12-31	$68,000
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$436,130
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$199,627
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$6,510,888
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$6,311,261
Assets. Value of participant loans	2014-12-31	$159,330
Total contributions received or receivable from employer(s)	2014-12-31	$15,254
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	$16,281
2013 : NED R. HEALY & CO., INC EMPLOYEE SAVINGS & RETIREMENT PLAN 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 plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$1,236,130
Expenses. Total of all expenses incurred	2013-12-31	$615,599
Benefits paid (including direct rollovers)	2013-12-31	$614,974
Total plan assets at end of year	2013-12-31	$6,311,261
Total plan assets at beginning of year	2013-12-31	$5,690,730
Value of fidelity bond covering the plan	2013-12-31	$600,000
Total contributions received or receivable from participants	2013-12-31	$77,904
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	$1,156,803
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$620,531
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$6,311,261
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$5,690,730
Assets. Value of participant loans	2013-12-31	$176,870
Total contributions received or receivable from employer(s)	2013-12-31	$1,423
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	$625
2009 : NED R. HEALY & CO., INC EMPLOYEE SAVINGS & RETIREMENT PLAN 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

Form 5500 Responses for NED R. HEALY & CO., INC EMPLOYEE SAVINGS & RETIREMENT PLAN

2022: NED R. HEALY & CO., INC EMPLOYEE SAVINGS & RETIREMENT PLAN 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: NED R. HEALY & CO., INC EMPLOYEE SAVINGS & RETIREMENT PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	Yes
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: NED R. HEALY & CO., INC EMPLOYEE SAVINGS & RETIREMENT PLAN 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: NED R. HEALY & CO., INC EMPLOYEE SAVINGS & RETIREMENT PLAN 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: NED R. HEALY & CO., INC EMPLOYEE SAVINGS & RETIREMENT PLAN 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: NED R. HEALY & CO., INC EMPLOYEE SAVINGS & RETIREMENT PLAN 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: NED R. HEALY & CO., INC EMPLOYEE SAVINGS & RETIREMENT PLAN 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: NED R. HEALY & CO., INC EMPLOYEE SAVINGS & RETIREMENT PLAN 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: NED R. HEALY & CO., INC EMPLOYEE SAVINGS & RETIREMENT PLAN 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: NED R. HEALY & CO., INC EMPLOYEE SAVINGS & RETIREMENT PLAN 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
2009: NED R. HEALY & CO., INC EMPLOYEE SAVINGS & RETIREMENT PLAN 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

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Company Name:	NED R. HEALY & COMPANY, INC.
Employer identification number (EIN):	952629897
NAIC Classification:	423100