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HOME OF ECONOMY, INC 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameHOME OF ECONOMY, INC 401(K) PROFIT SHARING PLAN
Plan identification number 001

HOME OF ECONOMY, INC 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined 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.
  • 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

HOME OF ECONOMY has sponsored the creation of one or more 401k plans.

Company Name:HOME OF ECONOMY
Employer identification number (EIN):450219324
NAIC Classification:452300

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HOME OF ECONOMY, INC 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01BRAD ORTZMAN2024-10-14
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01WADE PEARSON HOME OF ECONOMY
0012016-01-01WADE PEARSON
0012015-01-01WADE PEARSON WADE PEARSON2016-10-17
0012014-01-01WADE G. PEARSON
0012014-01-01WADE G. PEARSON
0012013-01-01WADE PEARSON
0012012-01-01WADE PEARSON
0012012-01-01WADE PEARSON
0012011-01-01WADE PEARSON
0012010-01-01WADE PEARSON
0012010-01-01WADE PEARSON
0012009-01-01WADE PEARSON
0012009-01-01WADE PEARSON
0012008-01-01WADE PEARSON
0012007-01-01WADE PEARSON
0012006-01-01WADE PEARSON

Plan Statistics for HOME OF ECONOMY, INC 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for HOME OF ECONOMY, INC 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: HOME OF ECONOMY, INC 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01143
Total number of active participants reported on line 7a of the Form 55002022-01-01108
Number of retired or separated participants receiving benefits2022-01-011
Number of other retired or separated participants entitled to future benefits2022-01-0115
Total of all active and inactive participants2022-01-01124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01124
Number of participants with account balances2022-01-0189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-018
2021: HOME OF ECONOMY, INC 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01138
Total number of active participants reported on line 7a of the Form 55002021-01-01134
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-019
Total of all active and inactive participants2021-01-01143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01143
Number of participants with account balances2021-01-0194
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-013
2020: HOME OF ECONOMY, INC 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01153
Total number of active participants reported on line 7a of the Form 55002020-01-01120
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0115
Total of all active and inactive participants2020-01-01135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-01136
Number of participants with account balances2020-01-0196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-016
2019: HOME OF ECONOMY, INC 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01145
Total number of active participants reported on line 7a of the Form 55002019-01-01138
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0114
Total of all active and inactive participants2019-01-01152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01153
Number of participants with account balances2019-01-0193
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0111
2018: HOME OF ECONOMY, INC 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01154
Total number of active participants reported on line 7a of the Form 55002018-01-01119
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0126
Total of all active and inactive participants2018-01-01145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01145
Number of participants with account balances2018-01-0181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-011
2017: HOME OF ECONOMY, INC 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01190
Total number of active participants reported on line 7a of the Form 55002017-01-01125
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0128
Total of all active and inactive participants2017-01-01153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01153
Number of participants with account balances2017-01-0190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-012
2016: HOME OF ECONOMY, INC 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01187
Total number of active participants reported on line 7a of the Form 55002016-01-01159
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0123
Total of all active and inactive participants2016-01-01182
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01182
Number of participants with account balances2016-01-0196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-011
2015: HOME OF ECONOMY, INC 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01197
Total number of active participants reported on line 7a of the Form 55002015-01-01150
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0119
Total of all active and inactive participants2015-01-01169
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01169
Number of participants with account balances2015-01-0156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-012
2014: HOME OF ECONOMY, INC 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01166
Total number of active participants reported on line 7a of the Form 55002014-01-01164
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-019
Total of all active and inactive participants2014-01-01173
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01173
Number of participants with account balances2014-01-0141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: HOME OF ECONOMY, INC 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01174
Total number of active participants reported on line 7a of the Form 55002013-01-01129
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-019
Total of all active and inactive participants2013-01-01138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01138
Number of participants with account balances2013-01-0144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: HOME OF ECONOMY, INC 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01356
Total number of active participants reported on line 7a of the Form 55002012-01-01149
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-018
Total of all active and inactive participants2012-01-01157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01157
Number of participants with account balances2012-01-0144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: HOME OF ECONOMY, INC 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01220
Total number of active participants reported on line 7a of the Form 55002011-01-01347
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-015
Total of all active and inactive participants2011-01-01352
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01352
Number of participants with account balances2011-01-0139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: HOME OF ECONOMY, INC 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01213
Total number of active participants reported on line 7a of the Form 55002010-01-01208
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-015
Total of all active and inactive participants2010-01-01213
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01213
Number of participants with account balances2010-01-0138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: HOME OF ECONOMY, INC 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01209
Total number of active participants reported on line 7a of the Form 55002009-01-01203
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-016
Total of all active and inactive participants2009-01-01209
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01209
Number of participants with account balances2009-01-0143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010
2008: HOME OF ECONOMY, INC 401(K) PROFIT SHARING PLAN 2008 401k membership
Total participants, beginning-of-year2008-01-01177
Total number of active participants reported on line 7a of the Form 55002008-01-01191
Number of retired or separated participants receiving benefits2008-01-010
Number of other retired or separated participants entitled to future benefits2008-01-017
Total of all active and inactive participants2008-01-01198
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2008-01-010
Total participants2008-01-01198
Number of participants with account balances2008-01-0145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2008-01-010
Number of employers contributing to the scheme2008-01-010
2007: HOME OF ECONOMY, INC 401(K) PROFIT SHARING PLAN 2007 401k membership
Total participants, beginning-of-year2007-01-01162
Total number of active participants reported on line 7a of the Form 55002007-01-01157
Number of retired or separated participants receiving benefits2007-01-010
Number of other retired or separated participants entitled to future benefits2007-01-015
Total of all active and inactive participants2007-01-01162
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2007-01-010
Total participants2007-01-01162
Number of participants with account balances2007-01-0142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2007-01-010
2006: HOME OF ECONOMY, INC 401(K) PROFIT SHARING PLAN 2006 401k membership
Total participants, beginning-of-year2006-01-01157
Total number of active participants reported on line 7a of the Form 55002006-01-01148
Number of retired or separated participants receiving benefits2006-01-010
Number of other retired or separated participants entitled to future benefits2006-01-012
Total of all active and inactive participants2006-01-01150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2006-01-010
Total participants2006-01-01150
Number of participants with account balances2006-01-0135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2006-01-010

Financial Data on HOME OF ECONOMY, INC 401(K) PROFIT SHARING PLAN

Measure Date Value
2022 : HOME OF ECONOMY, INC 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-103,796
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$100,027
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$98,822
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$218,267
Value of total assets at end of year2022-12-31$1,671,365
Value of total assets at beginning of year2022-12-31$1,875,188
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$1,205
Total interest from all sources2022-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$70,622
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$70,622
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$155,925
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-203,823
Value of net assets at end of year (total assets less liabilities)2022-12-31$1,671,365
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$1,875,188
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$1,671,365
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$1,875,188
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-392,685
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$62,342
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$98,822
Contract administrator fees2022-12-31$1,205
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31BRADY MARTZ & ASSOCIATES
Accountancy firm EIN2022-12-31450310328
2021 : HOME OF ECONOMY, INC 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$392,922
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$9,641
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$8,586
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$191,949
Value of total assets at end of year2021-12-31$1,875,188
Value of total assets at beginning of year2021-12-31$1,491,907
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$1,055
Total interest from all sources2021-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$86,177
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$86,177
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$130,612
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$2,561
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$2,836
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$383,281
Value of net assets at end of year (total assets less liabilities)2021-12-31$1,875,188
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$1,491,907
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$1,875,188
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$1,484,001
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$114,796
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$58,501
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$5,345
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$8,586
Contract administrator fees2021-12-31$1,055
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31BRADY MARTZ & ASSOCIATES
Accountancy firm EIN2021-12-31450310328
2020 : HOME OF ECONOMY, INC 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$7,954
Total income from all sources (including contributions)2020-12-31$411,665
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$82,228
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$81,778
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$213,122
Value of total assets at end of year2020-12-31$1,491,907
Value of total assets at beginning of year2020-12-31$1,170,424
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$450
Total interest from all sources2020-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$41,144
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$41,144
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$144,110
Participant contributions at end of year2020-12-31$2,561
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$6,448
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$7,954
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$329,437
Value of net assets at end of year (total assets less liabilities)2020-12-31$1,491,907
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$1,162,470
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$1,484,001
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$1,170,424
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$157,399
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$62,564
Employer contributions (assets) at end of year2020-12-31$5,345
Employer contributions (assets) at beginning of year2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$81,778
Contract administrator fees2020-12-31$450
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31BRADY MARTZ & ASSOCIATES
Accountancy firm EIN2020-12-31450310328
2019 : HOME OF ECONOMY, INC 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$7,954
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$429,892
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$95,557
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$94,182
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$260,940
Value of total assets at end of year2019-12-31$1,170,424
Value of total assets at beginning of year2019-12-31$828,135
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$1,375
Total interest from all sources2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$38,441
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$38,441
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$137,230
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$61,061
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$7,954
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$334,335
Value of net assets at end of year (total assets less liabilities)2019-12-31$1,162,470
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$828,135
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$1,170,424
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$779,636
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$48,499
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$48,499
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$130,511
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$62,649
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$94,182
Contract administrator fees2019-12-31$1,375
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BRADY MARTZ & ASSOCIATES
Accountancy firm EIN2019-12-31450310328
2018 : HOME OF ECONOMY, INC 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$4,800
Total income from all sources (including contributions)2018-12-31$33,722
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$84,151
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$81,023
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$101,623
Value of total assets at end of year2018-12-31$828,135
Value of total assets at beginning of year2018-12-31$883,364
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$3,128
Total interest from all sources2018-12-31$524
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$9,137
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$9,137
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$85,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$87,496
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$4,800
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-50,429
Value of net assets at end of year (total assets less liabilities)2018-12-31$828,135
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$878,564
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$779,636
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$823,381
Interest on participant loans2018-12-31$0
Income. Interest from loans (other than to participants)2018-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$48,499
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$47,992
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$47,992
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$524
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-77,562
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$14,127
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$11,991
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$81,023
Contract administrator fees2018-12-31$3,128
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31BRADY MARTZ & ASSOCIATES
Accountancy firm EIN2018-12-31450310328
2017 : HOME OF ECONOMY, INC 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$4,800
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$191,235
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$128,079
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$128,079
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$79,282
Value of total assets at end of year2017-12-31$883,364
Value of total assets at beginning of year2017-12-31$815,408
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$0
Total interest from all sources2017-12-31$97
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$7,381
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$7,381
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$67,291
Participant contributions at beginning of year2017-12-31$10,671
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$4,800
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$63,156
Value of net assets at end of year (total assets less liabilities)2017-12-31$878,564
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$815,408
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$823,381
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$746,414
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$47,992
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$45,593
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$45,593
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$97
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$104,475
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$11,991
Employer contributions (assets) at end of year2017-12-31$11,991
Employer contributions (assets) at beginning of year2017-12-31$12,730
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$128,079
Contract administrator fees2017-12-31$0
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Qualified
Accountancy firm name2017-12-31BRADY MARTZ & ASSOCIATES
Accountancy firm EIN2017-12-31450310328
2016 : HOME OF ECONOMY, INC 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$4,273
Total income from all sources (including contributions)2016-12-31$133,316
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$65,305
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$64,614
Value of total corrective distributions2016-12-31$331
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$90,402
Value of total assets at end of year2016-12-31$815,408
Value of total assets at beginning of year2016-12-31$751,670
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$360
Total interest from all sources2016-12-31$1
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$6,099
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$6,099
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$73,066
Participant contributions at end of year2016-12-31$10,671
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$4,045
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$4,273
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$68,011
Value of net assets at end of year (total assets less liabilities)2016-12-31$815,408
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$747,397
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$746,414
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$699,918
Interest on participant loans2016-12-31$0
Income. Interest from loans (other than to participants)2016-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$45,593
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$47,707
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$47,707
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$1
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$36,814
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$17,336
Employer contributions (assets) at end of year2016-12-31$12,730
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$64,614
Contract administrator fees2016-12-31$360
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Qualified
Accountancy firm name2016-12-31BRADY MARTZ & ASSOCIATES
Accountancy firm EIN2016-12-31450310328
2015 : HOME OF ECONOMY, INC 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$4,273
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$4,664
Total income from all sources (including contributions)2015-12-31$74,731
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$53,032
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$52,732
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$87,095
Value of total assets at end of year2015-12-31$751,670
Value of total assets at beginning of year2015-12-31$730,362
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$300
Total interest from all sources2015-12-31$202
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$40,879
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$40,879
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$50,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$73,595
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$4,045
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$6,870
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$4,273
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$4,664
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$21,699
Value of net assets at end of year (total assets less liabilities)2015-12-31$747,397
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$725,698
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$699,918
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$680,459
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$47,707
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$43,033
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$43,033
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$202
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-53,445
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$13,500
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$52,732
Contract administrator fees2015-12-31$300
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31BRADY MARTZ AND ASSOCIATES
Accountancy firm EIN2015-12-31450310328
2014 : HOME OF ECONOMY, INC 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$111,178
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$152,937
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$152,517
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$79,905
Value of total assets at end of year2014-12-31$723,492
Value of total assets at beginning of year2014-12-31$765,251
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$420
Total interest from all sources2014-12-31$3
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$7,648
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$7,648
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$50,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$68,026
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$6,870
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$6,870
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$4,664
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$4,664
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-41,759
Value of net assets at end of year (total assets less liabilities)2014-12-31$723,492
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$765,251
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$680,459
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$722,948
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$43,033
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$42,303
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$42,303
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$3
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$23,622
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$11,879
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$152,517
Contract administrator fees2014-12-31$420
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31BRADY MARTZ AND ASSOCIATES
Accountancy firm EIN2014-12-31450310328
2013 : HOME OF ECONOMY, INC 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$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$178,685
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$8,627
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$8,507
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$80,246
Value of total assets at end of year2013-12-31$765,251
Value of total assets at beginning of year2013-12-31$595,193
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$120
Total interest from all sources2013-12-31$1
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$6,862
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$6,862
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$50,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$68,878
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$233
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$6,870
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$6,637
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$4,664
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$4,435
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$170,058
Value of net assets at end of year (total assets less liabilities)2013-12-31$765,251
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$595,193
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$722,948
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$556,545
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$42,303
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$38,648
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$38,648
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$1
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$91,576
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$11,368
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$8,507
Contract administrator fees2013-12-31$120
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31BRADY MARTZ AND ASSOCIATES
Accountancy firm EIN2013-12-31450310328
2012 : HOME OF ECONOMY, INC 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$135,908
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,760
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,700
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$67,110
Value of total assets at end of year2012-12-31$595,193
Value of total assets at beginning of year2012-12-31$461,045
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$60
Total interest from all sources2012-12-31$1
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$6,431
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$6,431
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$50,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$56,780
Participant contributions at end of year2012-12-31$0
Participant contributions at beginning of year2012-12-31$1,965
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$3,248
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$6,637
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$3,389
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$4,435
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$1,037
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$134,148
Value of net assets at end of year (total assets less liabilities)2012-12-31$595,193
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$461,045
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$556,545
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$451,859
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$38,648
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$6,884
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$6,884
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$1
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$62,366
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$10,330
Employer contributions (assets) at end of year2012-12-31$0
Employer contributions (assets) at beginning of year2012-12-31$337
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,700
Contract administrator fees2012-12-31$60
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31BRADY MARTZ AND ASSOCIATES
Accountancy firm EIN2012-12-31450310328
2011 : HOME OF ECONOMY, INC 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$1,037
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$682
Total income from all sources (including contributions)2011-12-31$31,346
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$40,357
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$40,357
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$58,469
Value of total assets at end of year2011-12-31$464,434
Value of total assets at beginning of year2011-12-31$473,090
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$0
Total interest from all sources2011-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$13,081
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$13,081
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$50,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$49,748
Participant contributions at end of year2011-12-31$1,965
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$367
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$3,389
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$3,022
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-9,011
Value of net assets at end of year (total assets less liabilities)2011-12-31$463,397
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$472,408
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$451,859
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$461,658
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$6,884
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$8,410
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$8,410
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-40,204
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$8,354
Employer contributions (assets) at end of year2011-12-31$337
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$40,357
Contract administrator fees2011-12-31$0
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Liabilities. Value of acquisition indebtedness at end of year2011-12-31$1,037
Liabilities. Value of acquisition indebtedness at beginning of year2011-12-31$682
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31BRADY MARTZ AND ASSOCIATES
Accountancy firm EIN2011-12-31450310328
2010 : HOME OF ECONOMY, INC 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$682
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$121,017
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$31,444
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$31,444
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$58,684
Value of total assets at end of year2010-12-31$473,090
Value of total assets at beginning of year2010-12-31$382,835
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
Total interest from all sources2010-12-31$1
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$3,014
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$3,014
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$50,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$50,082
Participant contributions at beginning of year2010-12-31$6,000
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$484
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$3,022
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$2,539
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$682
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$89,573
Value of net assets at end of year (total assets less liabilities)2010-12-31$472,408
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$382,835
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$461,658
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$365,270
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$8,410
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$8,008
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$8,008
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$1
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$59,318
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$8,118
Employer contributions (assets) at beginning of year2010-12-31$1,018
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$31,444
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31BRADY MARTZ AND ASSOCIATES
Accountancy firm EIN2010-12-31450310328
2009 : HOME OF ECONOMY, INC 401(K) PROFIT SHARING PLAN 2009 401k financial data
Total unrealized appreciation/depreciation of assets2009-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2009-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2009-12-31$0
Total income from all sources (including contributions)2009-12-31$150,076
Total loss/gain on sale of assets2009-12-31$0
Total of all expenses incurred2009-12-31$6,177
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2009-12-31$6,177
Total contributions o plan (from employers,participants, others, non cash contrinutions)2009-12-31$59,293
Value of total assets at end of year2009-12-31$382,835
Value of total assets at beginning of year2009-12-31$238,936
Total of administrative expenses incurred including professional, contract, advisory and management fees2009-12-31$0
Total interest from all sources2009-12-31$12
Total dividends received (eg from common stock, registered investment company shares)2009-12-31$2,983
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2009-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2009-12-31$2,983
Was this plan covered by a fidelity bond2009-12-31Yes
Value of fidelity bond cover2009-12-31$50,000
If this is an individual account plan, was there a blackout period2009-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0
Were there any nonexempt tranactions with any party-in-interest2009-12-31No
Contributions received from participants2009-12-31$50,585
Participant contributions at end of year2009-12-31$6,000
Participant contributions at beginning of year2009-12-31$23,197
Income. Received or receivable in cash from other sources (including rollovers)2009-12-31$109
Value of other receiveables (less allowance for doubtful accounts) at end of year2009-12-31$2,539
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2009-12-31$2,430
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2009-12-31No
Value of net income/loss2009-12-31$143,899
Value of net assets at end of year (total assets less liabilities)2009-12-31$382,835
Value of net assets at beginning of year (total assets less liabilities)2009-12-31$238,936
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2009-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2009-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2009-12-31$365,270
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2009-12-31$206,258
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2009-12-31$8,008
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2009-12-31$3,358
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2009-12-31$3,358
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2009-12-31$12
Net investment gain/loss from registered investment companies (e.g. mutual funds)2009-12-31$87,788
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2009-12-31No
Was there a failure to transmit to the plan any participant contributions2009-12-31No
Has the plan failed to provide any benefit when due under the plan2009-12-31No
Contributions received in cash from employer2009-12-31$8,599
Employer contributions (assets) at end of year2009-12-31$1,018
Employer contributions (assets) at beginning of year2009-12-31$3,693
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2009-12-31$6,177
Contract administrator fees2009-12-31$0
Did the plan have assets held for investment2009-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2009-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2009-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2009-12-31Yes
Opinion of an independent qualified public accountant for this plan2009-12-31Disclaimer
Accountancy firm name2009-12-31BRADY MARTZ AND ASSOCIATES
Accountancy firm EIN2009-12-31450310328
2008 : HOME OF ECONOMY, INC 401(K) PROFIT SHARING PLAN 2008 401k financial data
Total unrealized appreciation/depreciation of assets2008-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2008-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2008-12-31$0
Total income from all sources (including contributions)2008-12-31$10,791
Total loss/gain on sale of assets2008-12-31$0
Total of all expenses incurred2008-12-31$14,265
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2008-12-31$14,265
Total contributions o plan (from employers,participants, others, non cash contrinutions)2008-12-31$107,599
Value of total assets at end of year2008-12-31$238,936
Value of total assets at beginning of year2008-12-31$242,410
Total of administrative expenses incurred including professional, contract, advisory and management fees2008-12-31$0
Total interest from all sources2008-12-31$106
Total dividends received (eg from common stock, registered investment company shares)2008-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2008-12-31No
Was this plan covered by a fidelity bond2008-12-31Yes
Value of fidelity bond cover2008-12-31$50,000
If this is an individual account plan, was there a blackout period2008-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2008-12-31$0
Were there any nonexempt tranactions with any party-in-interest2008-12-31No
Contributions received from participants2008-12-31$59,478
Participant contributions at end of year2008-12-31$23,197
Participant contributions at beginning of year2008-12-31$2,534
Income. Received or receivable in cash from other sources (including rollovers)2008-12-31$38,771
Value of other receiveables (less allowance for doubtful accounts) at end of year2008-12-31$2,430
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2008-12-31$420
Value of net income/loss2008-12-31$-3,474
Value of net assets at end of year (total assets less liabilities)2008-12-31$238,936
Value of net assets at beginning of year (total assets less liabilities)2008-12-31$242,410
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2008-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2008-12-31No
Were any leases to which the plan was party in default or uncollectible2008-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2008-12-31$206,258
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2008-12-31$236,605
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2008-12-31$3,358
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2008-12-31$2,851
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2008-12-31$2,851
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2008-12-31$106
Net investment gain/loss from registered investment companies (e.g. mutual funds)2008-12-31$-96,914
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2008-12-31No
Was there a failure to transmit to the plan any participant contributions2008-12-31No
Has the plan failed to provide any benefit when due under the plan2008-12-31No
Contributions received in cash from employer2008-12-31$9,350
Employer contributions (assets) at end of year2008-12-31$3,693
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2008-12-31$14,265
Did the plan have assets held for investment2008-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2008-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2008-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2008-12-31Yes
Opinion of an independent qualified public accountant for this plan2008-12-31Disclaimer
Accountancy firm name2008-12-31BRADY MARTZ & ASSOCIATES
Accountancy firm EIN2008-12-31450310328
2007 : HOME OF ECONOMY, INC 401(K) PROFIT SHARING PLAN 2007 401k financial data
Total unrealized appreciation/depreciation of assets2007-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2007-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2007-12-31$0
Total income from all sources (including contributions)2007-12-31$73,414
Total loss/gain on sale of assets2007-12-31$0
Total of all expenses incurred2007-12-31$41,654
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2007-12-31$41,636
Total contributions o plan (from employers,participants, others, non cash contrinutions)2007-12-31$67,659
Value of total assets at end of year2007-12-31$242,410
Value of total assets at beginning of year2007-12-31$211,231
Total of administrative expenses incurred including professional, contract, advisory and management fees2007-12-31$18
Total interest from all sources2007-12-31$616
Total dividends received (eg from common stock, registered investment company shares)2007-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2007-12-31No
Was this plan covered by a fidelity bond2007-12-31Yes
Value of fidelity bond cover2007-12-31$50,000
If this is an individual account plan, was there a blackout period2007-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2007-12-31$0
Were there any nonexempt tranactions with any party-in-interest2007-12-31No
Contributions received from participants2007-12-31$18,771
Participant contributions at end of year2007-12-31$2,534
Participant contributions at beginning of year2007-12-31$3,772
Value of other receiveables (less allowance for doubtful accounts) at end of year2007-12-31$420
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2007-12-31No
Value of net income/loss2007-12-31$31,760
Value of net assets at end of year (total assets less liabilities)2007-12-31$242,410
Value of net assets at beginning of year (total assets less liabilities)2007-12-31$211,231
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2007-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2007-12-31No
Were any leases to which the plan was party in default or uncollectible2007-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2007-12-31$236,605
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2007-12-31$207,459
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2007-12-31$2,851
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2007-12-31$616
Net investment gain/loss from registered investment companies (e.g. mutual funds)2007-12-31$5,139
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2007-12-31No
Was there a failure to transmit to the plan any participant contributions2007-12-31No
Has the plan failed to provide any benefit when due under the plan2007-12-31No
Contributions received in cash from employer2007-12-31$48,888
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2007-12-31$41,636
Contract administrator fees2007-12-31$18
Did the plan have assets held for investment2007-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2007-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2007-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2007-12-31Yes
Opinion of an independent qualified public accountant for this plan2007-12-31Disclaimer
Accountancy firm name2007-12-31BRADY MARTZ & ASSOCIATES
Accountancy firm EIN2007-12-31450310328
2006 : HOME OF ECONOMY, INC 401(K) PROFIT SHARING PLAN 2006 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2006-12-31$581
Total income from all sources (including contributions)2006-12-31$67,890
Total of all expenses incurred2006-12-31$22,965
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2006-12-31$21,209
Total contributions o plan (from employers,participants, others, non cash contrinutions)2006-12-31$50,757
Value of total assets at end of year2006-12-31$211,231
Value of total assets at beginning of year2006-12-31$165,725
Total of administrative expenses incurred including professional, contract, advisory and management fees2006-12-31$1,756
Total interest from all sources2006-12-31$2
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2006-12-31No
Was this plan covered by a fidelity bond2006-12-31Yes
Value of fidelity bond cover2006-12-31$50,000
If this is an individual account plan, was there a blackout period2006-12-31No
Were there any nonexempt tranactions with any party-in-interest2006-12-31No
Contributions received from participants2006-12-31$50,757
Participant contributions at end of year2006-12-31$3,772
Participant contributions at beginning of year2006-12-31$26,242
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2006-12-31$581
Administrative expenses (other) incurred2006-12-31$1,756
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2006-12-31No
Value of net income/loss2006-12-31$44,925
Value of net assets at end of year (total assets less liabilities)2006-12-31$210,650
Value of net assets at beginning of year (total assets less liabilities)2006-12-31$165,725
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2006-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2006-12-31No
Were any leases to which the plan was party in default or uncollectible2006-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2006-12-31$207,459
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2006-12-31$139,483
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2006-12-31$2
Net investment gain/loss from registered investment companies (e.g. mutual funds)2006-12-31$17,131
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2006-12-31No
Was there a failure to transmit to the plan any participant contributions2006-12-31No
Has the plan failed to provide any benefit when due under the plan2006-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2006-12-31$21,209
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32006-12-31No
Did the plan have assets held for investment2006-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2006-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2006-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2006-12-31Yes
Opinion of an independent qualified public accountant for this plan2006-12-31Disclaimer
Accountancy firm name2006-12-31BRADY MARTZ & ASSOCIATES, PC
Accountancy firm EIN2006-12-31450310328

Form 5500 Responses for HOME OF ECONOMY, INC 401(K) PROFIT SHARING PLAN

2022: HOME OF ECONOMY, INC 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: HOME OF ECONOMY, INC 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: HOME OF ECONOMY, INC 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: HOME OF ECONOMY, INC 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: HOME OF ECONOMY, INC 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: HOME OF ECONOMY, INC 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: HOME OF ECONOMY, INC 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: HOME OF ECONOMY, INC 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: HOME OF ECONOMY, INC 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: HOME OF ECONOMY, INC 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedYes
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: HOME OF ECONOMY, INC 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: HOME OF ECONOMY, INC 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedYes
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: HOME OF ECONOMY, INC 401(K) PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: HOME OF ECONOMY, INC 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes
2008: HOME OF ECONOMY, INC 401(K) PROFIT SHARING PLAN 2008 form 5500 responses
2008-01-01Type of plan entitySingle employer plan
2008-01-01Submission has been amendedNo
2008-01-01This submission is the final filingNo
2008-01-01This return/report is a short plan year return/report (less than 12 months)No
2008-01-01Plan is a collectively bargained planNo
2008-01-01Plan funding arrangement – TrustYes
2008-01-01Plan benefit arrangement - TrustYes
2007: HOME OF ECONOMY, INC 401(K) PROFIT SHARING PLAN 2007 form 5500 responses
2007-01-01Type of plan entitySingle employer plan
2007-01-01Submission has been amendedYes
2007-01-01This submission is the final filingNo
2007-01-01This return/report is a short plan year return/report (less than 12 months)No
2007-01-01Plan is a collectively bargained planNo
2007-01-01Plan funding arrangement – TrustYes
2007-01-01Plan benefit arrangement - TrustYes
2006: HOME OF ECONOMY, INC 401(K) PROFIT SHARING PLAN 2006 form 5500 responses
2006-01-01Type of plan entitySingle employer plan
2006-01-01Submission has been amendedYes
2006-01-01Plan funding arrangement – TrustYes
2006-01-01Plan benefit arrangement - TrustYes

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