401k Plan data: HART & COOLEY INC. FROZEN CASH BALANCE PENSION PLAN plan

HART & COOLEY INC. FROZEN CASH BALANCE PENSION PLAN 401k Plan overview

Plan Name	HART & COOLEY INC. FROZEN CASH BALANCE PENSION PLAN
Plan identification number	004

HART & COOLEY INC. FROZEN CASH BALANCE PENSION PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

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).
Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
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).
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

HART & COOLEY, LLC has sponsored the creation of one or more 401k plans.

Company Name: HART & COOLEY, LLC

Employer identification number (EIN): 522206266

NAIC Classification: 332900

Additional information about HART & COOLEY, LLC

Jurisdiction of Incorporation: Texas Secretary of State

Incorporation Date: 2000-01-10

Company Identification Number: 0013021706

Legal Registered Office Address: 4460 44TH ST SE STE F

GRAND RAPIDS
United States of America (USA)
49512

More information about HART & COOLEY, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HART & COOLEY INC. FROZEN CASH BALANCE PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
004 2011-01-01 JOHN BARKER
004 2010-01-01 JOHN BARKER
004 2009-01-01 JOHN BARKER 2010-10-14
004 2009-01-01 JOHN BARKER

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
004	2011-01-01	JOHN BARKER
004	2010-01-01	JOHN BARKER
004	2009-01-01		JOHN BARKER	2010-10-14
004	2009-01-01	JOHN BARKER

Plan Statistics for HART & COOLEY INC. FROZEN CASH BALANCE PENSION PLAN

401k plan membership statisitcs for HART & COOLEY INC. FROZEN CASH BALANCE PENSION PLAN

Measure Date Value
2011: HART & COOLEY INC. FROZEN CASH BALANCE PENSION PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 60
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 38
Number of retired or separated participants receiving benefits 2011-01-01 3
Number of other retired or separated participants entitled to future benefits 2011-01-01 14
Total of all active and inactive participants 2011-01-01 55
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 55
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: HART & COOLEY INC. FROZEN CASH BALANCE PENSION PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 65
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 45
Number of retired or separated participants receiving benefits 2010-01-01 3
Number of other retired or separated participants entitled to future benefits 2010-01-01 12
Total of all active and inactive participants 2010-01-01 60
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 60
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: HART & COOLEY INC. FROZEN CASH BALANCE PENSION PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 73
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 50
Number of retired or separated participants receiving benefits 2009-01-01 3
Number of other retired or separated participants entitled to future benefits 2009-01-01 12
Total of all active and inactive participants 2009-01-01 65
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 65
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2011: HART & COOLEY INC. FROZEN CASH BALANCE PENSION PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	60
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	38
Number of retired or separated participants receiving benefits	2011-01-01	3
Number of other retired or separated participants entitled to future benefits	2011-01-01	14
Total of all active and inactive participants	2011-01-01	55
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	55
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: HART & COOLEY INC. FROZEN CASH BALANCE PENSION PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	65
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	45
Number of retired or separated participants receiving benefits	2010-01-01	3
Number of other retired or separated participants entitled to future benefits	2010-01-01	12
Total of all active and inactive participants	2010-01-01	60
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	60
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: HART & COOLEY INC. FROZEN CASH BALANCE PENSION PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	73
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	50
Number of retired or separated participants receiving benefits	2009-01-01	3
Number of other retired or separated participants entitled to future benefits	2009-01-01	12
Total of all active and inactive participants	2009-01-01	65
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	65
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on HART & COOLEY INC. FROZEN CASH BALANCE PENSION PLAN

Measure	Date	Value
2011 : HART & COOLEY INC. FROZEN CASH BALANCE PENSION PLAN 2011 401k financial data
Total plan liabilities at end of year	2011-12-31	$5,674
Total plan liabilities at beginning of year	2011-12-31	$488
Total income from all sources	2011-12-31	$347,062
Expenses. Total of all expenses incurred	2011-12-31	$158,943
Benefits paid (including direct rollovers)	2011-12-31	$123,666
Total plan assets at end of year	2011-12-31	$1,760,061
Total plan assets at beginning of year	2011-12-31	$1,566,756
Value of fidelity bond covering the plan	2011-12-31	$156,627
Expenses. Other expenses not covered elsewhere	2011-12-31	$2,100
Other income received	2011-12-31	$323,098
Net income (gross income less expenses)	2011-12-31	$188,119
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,754,387
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,566,268
Total contributions received or receivable from employer(s)	2011-12-31	$23,964
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$33,177
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : HART & COOLEY INC. FROZEN CASH BALANCE PENSION PLAN 2010 401k financial data
Total plan liabilities at end of year	2010-12-31	$488
Total plan liabilities at beginning of year	2010-12-31	$140
Total income from all sources	2010-12-31	$322,375
Expenses. Total of all expenses incurred	2010-12-31	$189,182
Benefits paid (including direct rollovers)	2010-12-31	$163,973
Total plan assets at end of year	2010-12-31	$1,566,756
Total plan assets at beginning of year	2010-12-31	$1,433,215
Value of fidelity bond covering the plan	2010-12-31	$500,000
Expenses. Other expenses not covered elsewhere	2010-12-31	$2,574
Other income received	2010-12-31	$286,774
Net income (gross income less expenses)	2010-12-31	$133,193
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,566,268
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,433,075
Total contributions received or receivable from employer(s)	2010-12-31	$35,601
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$22,635
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : HART & COOLEY INC. FROZEN CASH BALANCE PENSION PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for HART & COOLEY INC. FROZEN CASH BALANCE PENSION PLAN

2011: HART & COOLEY INC. FROZEN CASH BALANCE PENSION PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: HART & COOLEY INC. FROZEN CASH BALANCE PENSION PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: HART & COOLEY INC. FROZEN CASH BALANCE PENSION PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	HART & COOLEY, LLC
Employer identification number (EIN):	522206266
NAIC Classification:	332900

Jurisdiction of Incorporation:	Texas Secretary of State
Incorporation Date:	2000-01-10
Company Identification Number:	0013021706
Legal Registered Office Address:	4460 44TH ST SE STE F GRAND RAPIDS United States of America (USA) 49512