Plan Name | DEFINED CONTRIBUTION PENSION PLAN FOR THE EMPLOYEES OF HAMILTON-MADISON HOUSE, INC. |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | HAMILTON-MADISON HOUSE, INC. |
Employer identification number (EIN): | 135562412 |
NAIC Classification: | 624100 |
NAIC Description: | Individual and Family Services |
Additional information about HAMILTON-MADISON HOUSE, INC.
Jurisdiction of Incorporation: | New York Department of State |
Incorporation Date: | 1902-07-16 |
Company Identification Number: | 27731 |
Legal Registered Office Address: |
50 MADISON STREET New York NEW YORK United States of America (USA) 10038 |
More information about HAMILTON-MADISON HOUSE, INC.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2013-01-01 | LINNIT LAWTON | LINNIT LAWTON | 2014-10-09 |
Measure | Date | Value |
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2013: DEFINED CONTRIBUTION PENSION PLAN FOR THE EMPLOYEES OF HAMILTON-MADISON HOUSE, INC. 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 130 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 64 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 31 |
Total of all active and inactive participants | 2013-01-01 | 95 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 1 |
Total participants | 2013-01-01 | 96 |
Number of participants with account balances | 2013-01-01 | 96 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 2 |
Measure | Date | Value |
---|---|---|
2013 : DEFINED CONTRIBUTION PENSION PLAN FOR THE EMPLOYEES OF HAMILTON-MADISON HOUSE, INC. 2013 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total income from all sources (including contributions) | 2013-12-31 | $255,325 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $221,040 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $217,655 |
Expenses. Certain deemed distributions of participant loans | 2013-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $78,079 |
Value of total assets at end of year | 2013-12-31 | $1,768,679 |
Value of total assets at beginning of year | 2013-12-31 | $1,734,394 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $3,385 |
Total interest from all sources | 2013-12-31 | $8,717 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $0 |
Other income not declared elsewhere | 2013-12-31 | $0 |
Administrative expenses (other) incurred | 2013-12-31 | $3,385 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $34,285 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $1,768,679 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $1,734,394 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $1,002,106 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $897,573 |
Interest on participant loans | 2013-12-31 | $0 |
Interest earned on other investments | 2013-12-31 | $8,717 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2013-12-31 | $766,573 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2013-12-31 | $836,821 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2013-12-31 | $0 |
Net investment gain/loss from pooled separate accounts | 2013-12-31 | $168,529 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $78,079 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $217,655 |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | LOEB & TROPER |
Accountancy firm EIN | 2013-12-31 | 131517563 |
2013: DEFINED CONTRIBUTION PENSION PLAN FOR THE EMPLOYEES OF HAMILTON-MADISON HOUSE, INC. 2013 form 5500 responses | ||
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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 – Insurance | Yes |
2013-01-01 | Plan benefit arrangement – Insurance | Yes |