HUDSON JCT ACQUISITION, LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan BENEFITGUARD RETIREMENT INCOME SECURITY PLAN-HUDSON JCT ACQUISITION, LLC
401k plan membership statisitcs for BENEFITGUARD RETIREMENT INCOME SECURITY PLAN-HUDSON JCT ACQUISITION, LLC
Measure | Date | Value |
---|
2017 : BENEFITGUARD RETIREMENT INCOME SECURITY PLAN-HUDSON JCT ACQUISITION, LLC 2017 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2017-06-30 | $0 |
Total transfer of assets from this plan | 2017-06-30 | $1,407,908 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-06-30 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-06-30 | $3,559 |
Total income from all sources (including contributions) | 2017-06-30 | $293,866 |
Total loss/gain on sale of assets | 2017-06-30 | $0 |
Total of all expenses incurred | 2017-06-30 | $71,340 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-06-30 | $59,996 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-06-30 | $217,836 |
Value of total assets at end of year | 2017-06-30 | $0 |
Value of total assets at beginning of year | 2017-06-30 | $1,188,941 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-06-30 | $11,344 |
Total interest from all sources | 2017-06-30 | $264 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-06-30 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-06-30 | No |
Was this plan covered by a fidelity bond | 2017-06-30 | Yes |
Value of fidelity bond cover | 2017-06-30 | $500,000 |
If this is an individual account plan, was there a blackout period | 2017-06-30 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-06-30 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-06-30 | No |
Contributions received from participants | 2017-06-30 | $165,051 |
Participant contributions at end of year | 2017-06-30 | $0 |
Participant contributions at beginning of year | 2017-06-30 | $8,440 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2017-06-30 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2017-06-30 | $3,559 |
Total non interest bearing cash at end of year | 2017-06-30 | $0 |
Total non interest bearing cash at beginning of year | 2017-06-30 | $4,912 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-06-30 | No |
Value of net income/loss | 2017-06-30 | $222,526 |
Value of net assets at end of year (total assets less liabilities) | 2017-06-30 | $0 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-06-30 | $1,185,382 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-06-30 | No |
Investment advisory and management fees | 2017-06-30 | $2,414 |
Interest on participant loans | 2017-06-30 | $264 |
Assets. Value of investments in 103.12 investment entities at end of year | 2017-06-30 | $0 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2017-06-30 | $1,175,589 |
Net gain/loss from 103.12 investment entities | 2017-06-30 | $75,766 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-06-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-06-30 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2017-06-30 | No |
Contributions received in cash from employer | 2017-06-30 | $52,785 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-06-30 | $59,996 |
Contract administrator fees | 2017-06-30 | $8,930 |
Did the plan have assets held for investment | 2017-06-30 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-06-30 | Yes |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-06-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-06-30 | Disclaimer |
Accountancy firm name | 2017-06-30 | BAS PARTNERS |
Accountancy firm EIN | 2017-06-30 | 208779390 |
2016 : BENEFITGUARD RETIREMENT INCOME SECURITY PLAN-HUDSON JCT ACQUISITION, LLC 2016 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $3,559 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total income from all sources (including contributions) | 2016-12-31 | $451,307 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $134,033 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $119,380 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $362,835 |
Value of total assets at end of year | 2016-12-31 | $1,188,941 |
Value of total assets at beginning of year | 2016-12-31 | $868,108 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $14,653 |
Total interest from all sources | 2016-12-31 | $1,105 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Administrative expenses professional fees incurred | 2016-12-31 | $2,500 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $273,585 |
Participant contributions at end of year | 2016-12-31 | $8,440 |
Participant contributions at beginning of year | 2016-12-31 | $17,365 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $3,601 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2016-12-31 | $3,559 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2016-12-31 | $0 |
Total non interest bearing cash at end of year | 2016-12-31 | $4,912 |
Total non interest bearing cash at beginning of year | 2016-12-31 | $1,880 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $317,274 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $1,185,382 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $868,108 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Investment advisory and management fees | 2016-12-31 | $2,532 |
Interest on participant loans | 2016-12-31 | $1,105 |
Assets. Value of investments in 103.12 investment entities at end of year | 2016-12-31 | $1,175,589 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2016-12-31 | $848,863 |
Net gain/loss from 103.12 investment entities | 2016-12-31 | $87,367 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $85,649 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $119,380 |
Contract administrator fees | 2016-12-31 | $9,621 |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | BAS PARTNERS |
Accountancy firm EIN | 2016-12-31 | 208779390 |
2015 : BENEFITGUARD RETIREMENT INCOME SECURITY PLAN-HUDSON JCT ACQUISITION, LLC 2015 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total income from all sources (including contributions) | 2015-12-31 | $474,662 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $59,538 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $43,049 |
Value of total corrective distributions | 2015-12-31 | $5,662 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $489,829 |
Value of total assets at end of year | 2015-12-31 | $868,108 |
Value of total assets at beginning of year | 2015-12-31 | $452,984 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $10,827 |
Total interest from all sources | 2015-12-31 | $189 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Administrative expenses professional fees incurred | 2015-12-31 | $2,100 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $182,566 |
Participant contributions at end of year | 2015-12-31 | $17,365 |
Participant contributions at beginning of year | 2015-12-31 | $2,450 |
Participant contributions at end of year | 2015-12-31 | $0 |
Participant contributions at beginning of year | 2015-12-31 | $34 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $248,038 |
Total non interest bearing cash at end of year | 2015-12-31 | $1,880 |
Total non interest bearing cash at beginning of year | 2015-12-31 | $12 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $415,124 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $868,108 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $452,984 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Investment advisory and management fees | 2015-12-31 | $1,720 |
Interest on participant loans | 2015-12-31 | $189 |
Assets. Value of investments in 103.12 investment entities at end of year | 2015-12-31 | $848,863 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2015-12-31 | $450,488 |
Net gain/loss from 103.12 investment entities | 2015-12-31 | $-15,356 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $59,225 |
Employer contributions (assets) at end of year | 2015-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $43,049 |
Contract administrator fees | 2015-12-31 | $7,007 |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | BAS PARTNERS |
Accountancy firm EIN | 2015-12-31 | 208779390 |
2014 : BENEFITGUARD RETIREMENT INCOME SECURITY PLAN-HUDSON JCT ACQUISITION, LLC 2014 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $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 | $368,483 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $203,559 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $176,879 |
Value of total corrective distributions | 2014-12-31 | $20,738 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $356,309 |
Value of total assets at end of year | 2014-12-31 | $452,984 |
Value of total assets at beginning of year | 2014-12-31 | $288,060 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $5,942 |
Total interest from all sources | 2014-12-31 | $335 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $113,274 |
Participant contributions at end of year | 2014-12-31 | $2,450 |
Participant contributions at beginning of year | 2014-12-31 | $8,042 |
Participant contributions at end of year | 2014-12-31 | $34 |
Participant contributions at beginning of year | 2014-12-31 | $2,644 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $205,058 |
Other income not declared elsewhere | 2014-12-31 | $21 |
Total non interest bearing cash at end of year | 2014-12-31 | $12 |
Total non interest bearing cash at beginning of year | 2014-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $164,924 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $452,984 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $288,060 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Investment advisory and management fees | 2014-12-31 | $2,073 |
Interest on participant loans | 2014-12-31 | $335 |
Assets. Value of investments in 103.12 investment entities at end of year | 2014-12-31 | $450,488 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2014-12-31 | $276,315 |
Net gain/loss from 103.12 investment entities | 2014-12-31 | $11,818 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $37,977 |
Employer contributions (assets) at end of year | 2014-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $1,059 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $176,879 |
Contract administrator fees | 2014-12-31 | $3,869 |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | BAS PARTNERS |
Accountancy firm EIN | 2014-12-31 | 208779390 |