401k Plan data: HOCKING DENTON PALMQUIST 401(K) PROFIT SHARING PLAN plan

HOCKING DENTON PALMQUIST 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	HOCKING DENTON PALMQUIST 401(K) PROFIT SHARING PLAN
Plan identification number	002

HOCKING DENTON PALMQUIST 401(K) PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
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.
Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
Participant-directed brokerage accounts provided as an investment option under the plan.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Plan covering Self-Employed individuals.
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

HOCKING DENTON PALMQUIST has sponsored the creation of one or more 401k plans.

Company Name: HOCKING DENTON PALMQUIST

Employer identification number (EIN): 953514748

NAIC Classification: 541211
NAIC Description: Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HOCKING DENTON PALMQUIST 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01
002 2022-01-01
002 2021-01-01 RYAN ALEXANDER 2022-10-05
002 2020-01-01 RYAN ALEXANDER 2021-10-04
002 2019-01-01
002 2018-01-01 RYAN ALEXANDER 2019-10-15
002 2017-01-01 MICHAEL E. CEBELL 2018-07-31
002 2016-01-01 TIM DENTON 2017-10-16
002 2015-01-01 TIM DENTON 2016-10-12
002 2014-01-01 TIM DENTON 2015-09-17
002 2013-01-01 TIM DENTON 2014-10-15
002 2012-01-01 TIM DENTON 2013-10-15
002 2011-01-01 TIM DENTON 2012-10-12
002 2010-01-01 TIM DENTON 2011-11-23

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2023-01-01
002	2022-01-01
002	2021-01-01	RYAN ALEXANDER	2022-10-05
002	2020-01-01	RYAN ALEXANDER	2021-10-04
002	2019-01-01
002	2018-01-01	RYAN ALEXANDER	2019-10-15
002	2017-01-01	MICHAEL E. CEBELL	2018-07-31
002	2016-01-01	TIM DENTON	2017-10-16
002	2015-01-01	TIM DENTON	2016-10-12
002	2014-01-01	TIM DENTON	2015-09-17
002	2013-01-01	TIM DENTON	2014-10-15
002	2012-01-01	TIM DENTON	2013-10-15
002	2011-01-01	TIM DENTON	2012-10-12
002	2010-01-01	TIM DENTON	2011-11-23

Financial Data on HOCKING DENTON PALMQUIST 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2025 : HOCKING DENTON PALMQUIST 401(K) PROFIT SHARING PLAN 2025 401k financial data
Total transfers to/from plan in this plan year	2025-05-12	0
Total expenses incurred by plan in this plan year	2025-05-12	642791
Net assets as of the end of the plan year	2025-05-12	15137145
Total assets as of the beginning of the plan year	2025-05-12	13316327
Value of plan covered by a fidelity bond	2025-05-12	500000
Participant contributions to plan in this plan year	2025-05-12	344108
Value of participant loans at end of plan year	2025-05-12	32140
Other expenses paid from plan in this plan year	2025-05-12	0
Other contributions to plan in this plan year	2025-05-12	0
Other income to plan in this plan year	2025-05-12	1642218
Plan net income in this plan year	2025-05-12	1820818
Net assets as of the end of the plan year	2025-05-12	15137145
Net assets as of the beginning of the plan year	2025-05-12	13316327
Employer contributions to plan in this plan year	2025-05-12	477283
Fees paid to broker by Benefit Provider	2025-05-12	2687
Expensese paid to adminstrative service provicers from plan in this plan year	2025-05-12	67297
2024 : HOCKING DENTON PALMQUIST 401(K) PROFIT SHARING PLAN 2024 401k financial data
Total transfers to/from plan in this plan year	2024-04-15	0
Total expenses incurred by plan in this plan year	2024-04-15	1200436
Net assets as of the end of the plan year	2024-04-15	13316327
Total assets as of the beginning of the plan year	2024-04-15	12294613
Value of plan covered by a fidelity bond	2024-04-15	500000
Participant contributions to plan in this plan year	2024-04-15	334630
Value of participant loans at end of plan year	2024-04-15	42276
Other expenses paid from plan in this plan year	2024-04-15	0
Other contributions to plan in this plan year	2024-04-15	0
Other income to plan in this plan year	2024-04-15	1470048
Plan net income in this plan year	2024-04-15	1021714
Net assets as of the end of the plan year	2024-04-15	13316327
Net assets as of the beginning of the plan year	2024-04-15	12294613
Employer contributions to plan in this plan year	2024-04-15	417472
Fees paid to broker by Benefit Provider	2024-04-15	2298
Expensese paid to adminstrative service provicers from plan in this plan year	2024-04-15	59177
2023 : HOCKING DENTON PALMQUIST 401(K) PROFIT SHARING PLAN 2023 401k financial data
Total expenses incurred by plan in this plan year	2023-06-01	915140
Net assets as of the end of the plan year	2023-06-01	12294613
Total assets as of the beginning of the plan year	2023-06-01	14130112
Value of plan covered by a fidelity bond	2023-06-01	500000
Participant contributions to plan in this plan year	2023-06-01	296603
Other expenses paid from plan in this plan year	2023-06-01	0
Other income to plan in this plan year	2023-06-01	-1647690
Plan net income in this plan year	2023-06-01	-1835499
Net assets as of the end of the plan year	2023-06-01	12294613
Net assets as of the beginning of the plan year	2023-06-01	14130112
Employer contributions to plan in this plan year	2023-06-01	430728
Fees paid to broker by Benefit Provider	2023-06-01	1456
Expensese paid to adminstrative service provicers from plan in this plan year	2023-06-01	58331
2021 : HOCKING DENTON PALMQUIST 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$1,998,104
Expenses. Total of all expenses incurred	2021-12-31	$992,778
Benefits paid (including direct rollovers)	2021-12-31	$943,365
Total plan assets at end of year	2021-12-31	$14,130,112
Total plan assets at beginning of year	2021-12-31	$13,124,786
Value of fidelity bond covering the plan	2021-12-31	$500,000
Total contributions received or receivable from participants	2021-12-31	$303,241
Assets. Value of loans (other than to participants)	2021-12-31	$0
Other income received	2021-12-31	$1,292,397
Net income (gross income less expenses)	2021-12-31	$1,005,326
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$14,130,112
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$13,124,786
Assets. Value of participant loans	2021-12-31	$49,348
Total contributions received or receivable from employer(s)	2021-12-31	$402,466
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$49,413
2020 : HOCKING DENTON PALMQUIST 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$2,176,275
Expenses. Total of all expenses incurred	2020-12-31	$4,028,203
Benefits paid (including direct rollovers)	2020-12-31	$3,994,968
Total plan assets at end of year	2020-12-31	$13,124,786
Total plan assets at beginning of year	2020-12-31	$14,976,714
Value of fidelity bond covering the plan	2020-12-31	$500,000
Total contributions received or receivable from participants	2020-12-31	$275,920
Assets. Value of loans (other than to participants)	2020-12-31	$344,496
Contributions received from other sources (not participants or employers)	2020-12-31	$22,049
Other income received	2020-12-31	$1,490,578
Net income (gross income less expenses)	2020-12-31	$-1,851,928
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$13,124,786
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$14,976,714
Assets. Value of participant loans	2020-12-31	$17,187
Total contributions received or receivable from employer(s)	2020-12-31	$387,728
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$33,235

Form 5500 Responses for HOCKING DENTON PALMQUIST 401(K) PROFIT SHARING PLAN

2021: HOCKING DENTON PALMQUIST 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: HOCKING DENTON PALMQUIST 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number	63386-1
Policy instance	1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number	818605
Policy instance	1
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number	63386-1
Policy instance	2

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Company Name:	HOCKING DENTON PALMQUIST
Employer identification number (EIN):	953514748
NAIC Classification:	541211
NAIC Description:	Offices of Certified Public Accountants