401k Plan data: HDL COREN & CONE, INC. EMPLOYEE STOCK OWNERSHIP PL plan

HDL COREN & CONE, INC. EMPLOYEE STOCK OWNERSHIP PL 401k Plan overview

Plan Name	HDL COREN & CONE, INC. EMPLOYEE STOCK OWNERSHIP PL
Plan identification number	003

HDL COREN & CONE, INC. EMPLOYEE STOCK OWNERSHIP PL Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
Stock bonus
Leveraged ESOP - An ESOP that acquires employer securities with borrowed money or other debt-financing techniques. A completed Schedule E must be attached to a Form 5500 filed for an ESOP.
The employer maintaining this ESOP is an S Corporation
Plan requiring that all or part of employer contributions be invested and held, at least for a limited period, in employer securities.

401k Sponsoring company profile

HDL COREN & CONE, INC. has sponsored the creation of one or more 401k plans.

Company Name: HDL COREN & CONE, INC.

Employer identification number (EIN): 264574047

NAIC Classification: 541219
NAIC Description: Other Accounting Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HDL COREN & CONE, INC. EMPLOYEE STOCK OWNERSHIP PL

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2011-01-01 MARTIN COREN
003 2010-01-01 MARTIN COREN
003 2009-01-01 MARTIN COREN
003 2009-01-01 MARTIN COREN
003 2009-01-01 MARTIN COREN
003 2009-01-01 MARTIN COREN
003 2009-01-01 MARTIN COREN
003 2009-01-01 MARTIN COREN
003 2009-01-01 MARTIN COREN
003 2009-01-01 MARTIN COREN
003 2009-01-01 MARTIN COREN
003 2009-01-01 MARTIN COREN
003 2008-01-01 MARTIN COREN

Plan id#	Filing Submission Date	Name of Administrator
003	2011-01-01	MARTIN COREN
003	2010-01-01	MARTIN COREN
003	2009-01-01	MARTIN COREN
003	2009-01-01	MARTIN COREN
003	2009-01-01	MARTIN COREN
003	2009-01-01	MARTIN COREN
003	2009-01-01	MARTIN COREN
003	2009-01-01	MARTIN COREN
003	2009-01-01	MARTIN COREN
003	2009-01-01	MARTIN COREN
003	2009-01-01	MARTIN COREN
003	2009-01-01	MARTIN COREN
003	2008-01-01	MARTIN COREN

Plan Statistics for HDL COREN & CONE, INC. EMPLOYEE STOCK OWNERSHIP PL

401k plan membership statisitcs for HDL COREN & CONE, INC. EMPLOYEE STOCK OWNERSHIP PL

Measure Date Value
2011: HDL COREN & CONE, INC. EMPLOYEE STOCK OWNERSHIP PL 2011 401k membership
Total participants, beginning-of-year 2011-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 11
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 2
Total of all active and inactive participants 2011-01-01 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 13
Number of participants with account balances 2011-01-01 13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 1
2010: HDL COREN & CONE, INC. EMPLOYEE STOCK OWNERSHIP PL 2010 401k membership
Total participants, beginning-of-year 2010-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 13
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 0
Total of all active and inactive participants 2010-01-01 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 13
Number of participants with account balances 2010-01-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: HDL COREN & CONE, INC. EMPLOYEE STOCK OWNERSHIP PL 2009 401k membership
Total participants, beginning-of-year 2009-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 12
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 0
Total of all active and inactive participants 2009-01-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 12
Number of participants with account balances 2009-01-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0
2008: HDL COREN & CONE, INC. EMPLOYEE STOCK OWNERSHIP PL 2008 401k membership
Total participants, beginning-of-year 2008-01-01 0
Total number of active participants reported on line 7a of the Form 5500 2008-01-01 11
Number of retired or separated participants receiving benefits 2008-01-01 0
Number of other retired or separated participants entitled to future benefits 2008-01-01 0
Total of all active and inactive participants 2008-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2008-01-01 0
Total participants 2008-01-01 11
Number of participants with account balances 2008-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2008-01-01 0

Measure	Date	Value
2011: HDL COREN & CONE, INC. EMPLOYEE STOCK OWNERSHIP PL 2011 401k membership
Total participants, beginning-of-year	2011-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	11
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	2
Total of all active and inactive participants	2011-01-01	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	13
Number of participants with account balances	2011-01-01	13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	1
2010: HDL COREN & CONE, INC. EMPLOYEE STOCK OWNERSHIP PL 2010 401k membership
Total participants, beginning-of-year	2010-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	13
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	0
Total of all active and inactive participants	2010-01-01	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	13
Number of participants with account balances	2010-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: HDL COREN & CONE, INC. EMPLOYEE STOCK OWNERSHIP PL 2009 401k membership
Total participants, beginning-of-year	2009-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	12
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	0
Total of all active and inactive participants	2009-01-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	12
Number of participants with account balances	2009-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0
2008: HDL COREN & CONE, INC. EMPLOYEE STOCK OWNERSHIP PL 2008 401k membership
Total participants, beginning-of-year	2008-01-01	0
Total number of active participants reported on line 7a of the Form 5500	2008-01-01	11
Number of retired or separated participants receiving benefits	2008-01-01	0
Number of other retired or separated participants entitled to future benefits	2008-01-01	0
Total of all active and inactive participants	2008-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2008-01-01	0
Total participants	2008-01-01	11
Number of participants with account balances	2008-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2008-01-01	0

Financial Data on HDL COREN & CONE, INC. EMPLOYEE STOCK OWNERSHIP PL

Measure	Date	Value
2011 : HDL COREN & CONE, INC. EMPLOYEE STOCK OWNERSHIP PL 2011 401k financial data
Total plan liabilities at end of year	2011-12-31	$1,557,209
Total plan liabilities at beginning of year	2011-12-31	$1,864,965
Total income from all sources	2011-12-31	$-15,516
Expenses. Total of all expenses incurred	2011-12-31	$93,474
Total plan assets at end of year	2011-12-31	$2,536,010
Total plan assets at beginning of year	2011-12-31	$2,952,756
Value of fidelity bond covering the plan	2011-12-31	$1,000,000
Expenses. Other expenses not covered elsewhere	2011-12-31	$92,244
Other income received	2011-12-31	$-264,246
Net income (gross income less expenses)	2011-12-31	$-108,990
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$978,801
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,087,791
Assets. Value of employer securities	2011-12-31	$2,370,000
Total contributions received or receivable from employer(s)	2011-12-31	$248,730
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$1,230
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : HDL COREN & CONE, INC. EMPLOYEE STOCK OWNERSHIP PL 2010 401k financial data
Total plan liabilities at end of year	2010-12-31	$1,864,965
Total plan liabilities at beginning of year	2010-12-31	$2,172,720
Total income from all sources	2010-12-31	$615,000
Expenses. Total of all expenses incurred	2010-12-31	$92,245
Total plan assets at end of year	2010-12-31	$2,973,500
Total plan assets at beginning of year	2010-12-31	$2,758,500
Value of fidelity bond covering the plan	2010-12-31	$1,000,000
Expenses. Other expenses not covered elsewhere	2010-12-31	$92,245
Other income received	2010-12-31	$260,499
Net income (gross income less expenses)	2010-12-31	$522,755
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,108,535
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$585,780
Assets. Value of employer securities	2010-12-31	$2,780,000
Total contributions received or receivable from employer(s)	2010-12-31	$354,501
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0

Form 5500 Responses for HDL COREN & CONE, INC. EMPLOYEE STOCK OWNERSHIP PL

2011: HDL COREN & CONE, INC. EMPLOYEE STOCK OWNERSHIP PL 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: HDL COREN & CONE, INC. EMPLOYEE STOCK OWNERSHIP PL 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	Yes
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: HDL COREN & CONE, INC. EMPLOYEE STOCK OWNERSHIP PL 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	Yes
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
2008: HDL COREN & CONE, INC. EMPLOYEE STOCK OWNERSHIP PL 2008 form 5500 responses
2008-01-01	Type of plan entity	Single employer plan
2008-01-01	Submission has been amended	Yes
2008-01-01	This submission is the final filing	No
2008-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2008-01-01	Plan is a collectively bargained plan	No
2008-01-01	Plan funding arrangement – Trust	Yes
2008-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	HDL COREN & CONE, INC.
Employer identification number (EIN):	264574047
NAIC Classification:	541219
NAIC Description:	Other Accounting Services