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HF MANAGEMENT, LLC CASH BALANCE PENSION PLAN AND TRUST 401k Plan overview

Plan NameHF MANAGEMENT, LLC CASH BALANCE PENSION PLAN AND TRUST
Plan identification number 002

HF MANAGEMENT, LLC CASH BALANCE PENSION PLAN AND TRUST Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
  • 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

HF MANAGEMENT, LLC has sponsored the creation of one or more 401k plans.

Company Name:HF MANAGEMENT, LLC
Employer identification number (EIN):464230187
NAIC Classification:561110
NAIC Description:Office Administrative Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HF MANAGEMENT, LLC CASH BALANCE PENSION PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-12-01MEGAN STEINMANN2024-06-05 MEGAN STEINMANN2024-06-05
0022021-12-01LOUIS HOULIHAN2023-06-02 LOUIS HOULIHAN2023-06-02
0022020-12-01LOUIS HOULIHAN2022-08-01 LOUIS HOULIHAN2022-08-01
0022019-12-01LOUIS HOULIHAN2021-06-10 LOUIS HOULIHAN2021-06-10
0022018-12-01LOUIS HOULIHAN2020-06-02 LOUIS HOULIHAN2020-06-02
0022017-12-01MEGAN STEINMANN2019-06-11 MEGAN STEINMANN2019-06-11
0022016-12-01LOUIS HOULIHAN2018-04-10 LOUIS HOULIHAN2018-04-10
0022015-12-01LOUIS HOULIHAN2017-08-15 LOUIS HOULIHAN2017-08-15
0022014-12-01MEGAN STEINMANN2016-06-08 MEGAN STEINMANN2016-06-08

Plan Statistics for HF MANAGEMENT, LLC CASH BALANCE PENSION PLAN AND TRUST

401k plan membership statisitcs for HF MANAGEMENT, LLC CASH BALANCE PENSION PLAN AND TRUST

Measure Date Value
2023: HF MANAGEMENT, LLC CASH BALANCE PENSION PLAN AND TRUST 2023 401k membership
Market value of plan assets2023-11-301,665,329
Acturial value of plan assets2023-11-301,665,329
Funding target for retired participants and beneficiaries receiving payment2023-11-300
Number of terminated vested participants2023-11-300
Fundng target for terminated vested participants2023-11-300
Active participant vested funding target2023-11-301,633,822
Number of active participants2023-11-304
Total funding liabilities for active participants2023-11-301,633,822
Total participant count2023-11-304
Total funding target for all participants2023-11-301,633,822
Balance at beginning of prior year after applicable adjustments2023-11-300
Prefunding balance at beginning of prior year after applicable adjustments2023-11-30114,310
Carryover balanced portion elected for use to offset prior years funding requirement2023-11-300
Prefunding balanced used to offset prior years funding requirement2023-11-300
Amount remaining of carryover balance2023-11-300
Amount remaining of prefunding balance2023-11-30114,310
Present value of excess contributions2023-11-3056,941
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2023-11-3056,941
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2023-11-3056,941
Reductions in caryover balances due to elections or deemed elections2023-11-300
Reductions in prefunding balances due to elections or deemed elections2023-11-300
Balance of carryovers at beginning of current year2023-11-300
Balance of prefunding at beginning of current year2023-11-30169,376
Total employer contributions2023-11-30316,310
Total employee contributions2023-11-300
Contributions allocated toward unpaid minimum require contributions from prior years2023-11-300
Contributions made to avoid restrictions adjusted to valuation date2023-11-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2023-11-30307,815
Liquidity shortfalls end of Q12023-11-300
Liquidity shortfalls end of Q22023-11-300
Liquidity shortfalls end of Q32023-11-300
Liquidity shortfalls end of Q42023-11-300
Unpaid minimum required contributions for all prior years2023-11-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2023-11-300
Remaining amount of unpaid minimum required contributions2023-11-300
Minimum required contributions for current year target normal cost2023-11-30300,775
Net shortfall amortization installment of oustanding balance2023-11-300
Waiver amortization installment2023-11-300
Total funding amount beforereflecting carryover/prefunding balances2023-11-30300,775
Carryover balance elected to use to offset funding requirement2023-11-300
Prefunding balance elected to use to offset funding requirement2023-11-300
Additional cash requirement2023-11-30300,775
Contributions allocatedtoward minimum required contributions for current year2023-11-30307,815
Unpaid minimum required contributions for current year2023-11-300
Unpaid minimum required contributions for all years2023-11-300
2022: HF MANAGEMENT, LLC CASH BALANCE PENSION PLAN AND TRUST 2022 401k membership
Market value of plan assets2022-11-301,504,891
Acturial value of plan assets2022-11-301,504,891
Funding target for retired participants and beneficiaries receiving payment2022-11-300
Number of terminated vested participants2022-11-300
Fundng target for terminated vested participants2022-11-300
Active participant vested funding target2022-11-301,478,836
Number of active participants2022-11-304
Total funding liabilities for active participants2022-11-301,478,836
Total participant count2022-11-304
Total funding target for all participants2022-11-301,478,836
Balance at beginning of prior year after applicable adjustments2022-11-300
Prefunding balance at beginning of prior year after applicable adjustments2022-11-3069,674
Carryover balanced portion elected for use to offset prior years funding requirement2022-11-300
Prefunding balanced used to offset prior years funding requirement2022-11-3054,928
Amount remaining of carryover balance2022-11-300
Amount remaining of prefunding balance2022-11-3014,746
Present value of excess contributions2022-11-3096,620
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-11-3098,231
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-11-3098,231
Reductions in caryover balances due to elections or deemed elections2022-11-300
Reductions in prefunding balances due to elections or deemed elections2022-11-300
Balance of carryovers at beginning of current year2022-11-300
Balance of prefunding at beginning of current year2022-11-30114,310
Total employer contributions2022-11-30132,000
Total employee contributions2022-11-300
Contributions allocated toward unpaid minimum require contributions from prior years2022-11-300
Contributions made to avoid restrictions adjusted to valuation date2022-11-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-11-30129,298
Unpaid minimum required contributions for all prior years2022-11-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-11-300
Remaining amount of unpaid minimum required contributions2022-11-300
Minimum required contributions for current year target normal cost2022-11-3072,357
Net shortfall amortization installment of oustanding balance2022-11-300
Waiver amortization installment2022-11-300
Total funding amount beforereflecting carryover/prefunding balances2022-11-3072,357
Carryover balance elected to use to offset funding requirement2022-11-300
Prefunding balance elected to use to offset funding requirement2022-11-300
Additional cash requirement2022-11-3072,357
Contributions allocatedtoward minimum required contributions for current year2022-11-30129,298
Unpaid minimum required contributions for current year2022-11-300
Unpaid minimum required contributions for all years2022-11-300
2021: HF MANAGEMENT, LLC CASH BALANCE PENSION PLAN AND TRUST 2021 401k membership
Market value of plan assets2021-11-301,328,195
Acturial value of plan assets2021-11-301,328,195
Funding target for retired participants and beneficiaries receiving payment2021-11-300
Number of terminated vested participants2021-11-300
Fundng target for terminated vested participants2021-11-300
Active participant vested funding target2021-11-301,215,315
Number of active participants2021-11-304
Total funding liabilities for active participants2021-11-301,215,315
Total participant count2021-11-304
Total funding target for all participants2021-11-301,215,315
Balance at beginning of prior year after applicable adjustments2021-11-300
Prefunding balance at beginning of prior year after applicable adjustments2021-11-309,624
Carryover balanced portion elected for use to offset prior years funding requirement2021-11-300
Prefunding balanced used to offset prior years funding requirement2021-11-300
Amount remaining of carryover balance2021-11-300
Amount remaining of prefunding balance2021-11-309,624
Present value of excess contributions2021-11-3059,692
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-11-3059,692
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-11-3059,692
Reductions in caryover balances due to elections or deemed elections2021-11-300
Reductions in prefunding balances due to elections or deemed elections2021-11-300
Balance of carryovers at beginning of current year2021-11-300
Balance of prefunding at beginning of current year2021-11-3069,674
Total employer contributions2021-11-30200,000
Total employee contributions2021-11-300
Contributions allocated toward unpaid minimum require contributions from prior years2021-11-300
Contributions made to avoid restrictions adjusted to valuation date2021-11-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-11-30189,808
Liquidity shortfalls end of Q12021-11-300
Liquidity shortfalls end of Q22021-11-300
Liquidity shortfalls end of Q32021-11-300
Liquidity shortfalls end of Q42021-11-300
Unpaid minimum required contributions for all prior years2021-11-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-11-300
Remaining amount of unpaid minimum required contributions2021-11-300
Minimum required contributions for current year target normal cost2021-11-30189,693
Net shortfall amortization installment of oustanding balance2021-11-300
Waiver amortization installment2021-11-300
Total funding amount beforereflecting carryover/prefunding balances2021-11-30150,716
Carryover balance elected to use to offset funding requirement2021-11-300
Prefunding balance elected to use to offset funding requirement2021-11-3057,528
Additional cash requirement2021-11-3093,188
Contributions allocatedtoward minimum required contributions for current year2021-11-30189,808
Unpaid minimum required contributions for current year2021-11-300
Unpaid minimum required contributions for all years2021-11-300
2020: HF MANAGEMENT, LLC CASH BALANCE PENSION PLAN AND TRUST 2020 401k membership
Market value of plan assets2020-11-301,011,763
Acturial value of plan assets2020-11-301,011,763
Funding target for retired participants and beneficiaries receiving payment2020-11-300
Number of terminated vested participants2020-11-300
Fundng target for terminated vested participants2020-11-300
Active participant vested funding target2020-11-301,012,137
Number of active participants2020-11-304
Total funding liabilities for active participants2020-11-301,012,137
Total participant count2020-11-304
Total funding target for all participants2020-11-301,012,137
Balance at beginning of prior year after applicable adjustments2020-11-300
Prefunding balance at beginning of prior year after applicable adjustments2020-11-3023,403
Carryover balanced portion elected for use to offset prior years funding requirement2020-11-300
Prefunding balanced used to offset prior years funding requirement2020-11-3014,575
Amount remaining of carryover balance2020-11-300
Amount remaining of prefunding balance2020-11-308,828
Present value of excess contributions2020-11-300
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-11-300
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-11-300
Reductions in caryover balances due to elections or deemed elections2020-11-300
Reductions in prefunding balances due to elections or deemed elections2020-11-300
Balance of carryovers at beginning of current year2020-11-300
Balance of prefunding at beginning of current year2020-11-309,624
Total employer contributions2020-11-30212,317
Total employee contributions2020-11-300
Contributions allocated toward unpaid minimum require contributions from prior years2020-11-300
Contributions made to avoid restrictions adjusted to valuation date2020-11-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-11-30208,314
Unpaid minimum required contributions for all prior years2020-11-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-11-300
Remaining amount of unpaid minimum required contributions2020-11-300
Minimum required contributions for current year target normal cost2020-11-30146,905
Net shortfall amortization installment of oustanding balance2020-11-3010,567
Waiver amortization installment2020-11-300
Total funding amount beforereflecting carryover/prefunding balances2020-11-30148,622
Carryover balance elected to use to offset funding requirement2020-11-300
Prefunding balance elected to use to offset funding requirement2020-11-300
Additional cash requirement2020-11-30148,622
Contributions allocatedtoward minimum required contributions for current year2020-11-30208,314
Unpaid minimum required contributions for current year2020-11-300
Unpaid minimum required contributions for all years2020-11-300
2019: HF MANAGEMENT, LLC CASH BALANCE PENSION PLAN AND TRUST 2019 401k membership
Market value of plan assets2019-11-30839,887
Acturial value of plan assets2019-11-30839,887
Funding target for retired participants and beneficiaries receiving payment2019-11-300
Number of terminated vested participants2019-11-300
Fundng target for terminated vested participants2019-11-300
Active participant vested funding target2019-11-30801,318
Number of active participants2019-11-304
Total funding liabilities for active participants2019-11-30801,318
Total participant count2019-11-304
Total funding target for all participants2019-11-30801,318
Balance at beginning of prior year after applicable adjustments2019-11-300
Prefunding balance at beginning of prior year after applicable adjustments2019-11-3044,062
Carryover balanced portion elected for use to offset prior years funding requirement2019-11-300
Prefunding balanced used to offset prior years funding requirement2019-11-3020,773
Amount remaining of carryover balance2019-11-300
Amount remaining of prefunding balance2019-11-3023,289
Present value of excess contributions2019-11-300
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-11-300
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-11-300
Reductions in caryover balances due to elections or deemed elections2019-11-300
Reductions in prefunding balances due to elections or deemed elections2019-11-300
Balance of carryovers at beginning of current year2019-11-300
Balance of prefunding at beginning of current year2019-11-3023,403
Total employer contributions2019-11-30137,000
Total employee contributions2019-11-300
Contributions allocated toward unpaid minimum require contributions from prior years2019-11-300
Contributions made to avoid restrictions adjusted to valuation date2019-11-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-11-30131,194
Liquidity shortfalls end of Q12019-11-300
Liquidity shortfalls end of Q22019-11-300
Liquidity shortfalls end of Q32019-11-300
Liquidity shortfalls end of Q42019-11-300
Unpaid minimum required contributions for all prior years2019-11-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-11-300
Remaining amount of unpaid minimum required contributions2019-11-300
Minimum required contributions for current year target normal cost2019-11-30160,396
Net shortfall amortization installment of oustanding balance2019-11-300
Waiver amortization installment2019-11-300
Total funding amount beforereflecting carryover/prefunding balances2019-11-30146,653
Carryover balance elected to use to offset funding requirement2019-11-300
Prefunding balance elected to use to offset funding requirement2019-11-3015,459
Additional cash requirement2019-11-30131,194
Contributions allocatedtoward minimum required contributions for current year2019-11-30131,194
Unpaid minimum required contributions for current year2019-11-300
Unpaid minimum required contributions for all years2019-11-300
2018: HF MANAGEMENT, LLC CASH BALANCE PENSION PLAN AND TRUST 2018 401k membership
Market value of plan assets2018-11-30650,509
Acturial value of plan assets2018-11-30650,509
Funding target for retired participants and beneficiaries receiving payment2018-11-300
Number of terminated vested participants2018-11-300
Fundng target for terminated vested participants2018-11-300
Active participant vested funding target2018-11-30627,107
Number of active participants2018-11-304
Total funding liabilities for active participants2018-11-30627,107
Total participant count2018-11-304
Total funding target for all participants2018-11-30627,107
Balance at beginning of prior year after applicable adjustments2018-11-300
Prefunding balance at beginning of prior year after applicable adjustments2018-11-3029,542
Carryover balanced portion elected for use to offset prior years funding requirement2018-11-300
Prefunding balanced used to offset prior years funding requirement2018-11-300
Amount remaining of carryover balance2018-11-300
Amount remaining of prefunding balance2018-11-3029,542
Present value of excess contributions2018-11-3012,417
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-11-3012,417
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-11-3012,417
Reductions in caryover balances due to elections or deemed elections2018-11-300
Reductions in prefunding balances due to elections or deemed elections2018-11-300
Balance of carryovers at beginning of current year2018-11-300
Balance of prefunding at beginning of current year2018-11-3044,062
Total employer contributions2018-11-30121,602
Total employee contributions2018-11-300
Contributions allocated toward unpaid minimum require contributions from prior years2018-11-300
Contributions made to avoid restrictions adjusted to valuation date2018-11-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-11-30120,665
Unpaid minimum required contributions for all prior years2018-11-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-11-300
Remaining amount of unpaid minimum required contributions2018-11-300
Minimum required contributions for current year target normal cost2018-11-30138,759
Net shortfall amortization installment of oustanding balance2018-11-3022,982
Waiver amortization installment2018-11-300
Total funding amount beforereflecting carryover/prefunding balances2018-11-30142,533
Carryover balance elected to use to offset funding requirement2018-11-300
Prefunding balance elected to use to offset funding requirement2018-11-3021,868
Additional cash requirement2018-11-30120,665
Contributions allocatedtoward minimum required contributions for current year2018-11-30120,665
Unpaid minimum required contributions for current year2018-11-300
Unpaid minimum required contributions for all years2018-11-300
2017: HF MANAGEMENT, LLC CASH BALANCE PENSION PLAN AND TRUST 2017 401k membership
Market value of plan assets2017-11-30394,125
Acturial value of plan assets2017-11-30394,125
Funding target for retired participants and beneficiaries receiving payment2017-11-300
Number of terminated vested participants2017-11-300
Fundng target for terminated vested participants2017-11-300
Active participant vested funding target2017-11-30361,784
Number of active participants2017-11-304
Total funding liabilities for active participants2017-11-30361,784
Total participant count2017-11-304
Total funding target for all participants2017-11-30361,784
Balance at beginning of prior year after applicable adjustments2017-11-300
Prefunding balance at beginning of prior year after applicable adjustments2017-11-3019,644
Carryover balanced portion elected for use to offset prior years funding requirement2017-11-300
Prefunding balanced used to offset prior years funding requirement2017-11-300
Amount remaining of carryover balance2017-11-300
Amount remaining of prefunding balance2017-11-3019,644
Present value of excess contributions2017-11-309,387
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-11-309,387
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-11-309,387
Reductions in caryover balances due to elections or deemed elections2017-11-300
Reductions in prefunding balances due to elections or deemed elections2017-11-300
Balance of carryovers at beginning of current year2017-11-300
Balance of prefunding at beginning of current year2017-11-3029,542
Total employer contributions2017-11-30253,380
Total employee contributions2017-11-300
Contributions allocated toward unpaid minimum require contributions from prior years2017-11-300
Contributions made to avoid restrictions adjusted to valuation date2017-11-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-11-30247,279
Liquidity shortfalls end of Q12017-11-300
Liquidity shortfalls end of Q22017-11-300
Liquidity shortfalls end of Q32017-11-300
Liquidity shortfalls end of Q42017-11-300
Unpaid minimum required contributions for all prior years2017-11-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-11-300
Remaining amount of unpaid minimum required contributions2017-11-300
Minimum required contributions for current year target normal cost2017-11-30236,128
Net shortfall amortization installment of oustanding balance2017-11-300
Waiver amortization installment2017-11-300
Waived amount of outstanding balance2017-11-300
Total funding amount beforereflecting carryover/prefunding balances2017-11-30234,862
Carryover balance elected to use to offset funding requirement2017-11-300
Prefunding balance elected to use to offset funding requirement2017-11-300
Additional cash requirement2017-11-30234,862
Contributions allocatedtoward minimum required contributions for current year2017-11-30247,279
Unpaid minimum required contributions for current year2017-11-300
Unpaid minimum required contributions for all years2017-11-300

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