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THE H.T. HACKNEY CO. EMPLOYEES PROFIT SHARING RETIREMENT PLAN 401k Plan overview

Plan NameTHE H.T. HACKNEY CO. EMPLOYEES PROFIT SHARING RETIREMENT PLAN
Plan identification number 001

THE H.T. HACKNEY CO. EMPLOYEES PROFIT SHARING RETIREMENT 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.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
  • 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.

401k Sponsoring company profile

THE H.T. HACKNEY CO. has sponsored the creation of one or more 401k plans.

Company Name:THE H.T. HACKNEY CO.
Employer identification number (EIN):620222535
NAIC Classification:424400

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE H.T. HACKNEY CO. EMPLOYEES PROFIT SHARING RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01MICHAEL MORTON MICHAEL MORTON2018-10-12
0012016-01-01MICHAEL MORTON MICHAEL MORTON2017-10-16
0012015-01-01MICHAEL MORTON MICHAEL MORTON2016-10-12
0012014-01-01MICHAEL MORTON MICHAEL MORTON2015-10-14
0012013-01-01MICHAEL MORTON MICHAEL MORTON2014-10-14
0012012-01-01MICHAEL MORTON MICHAEL MORTON2013-10-14
0012011-01-01MICHAEL MORTON MICHAEL MORTON2012-10-12
0012010-01-01MICHAEL MORTON MICHAEL MORTON2011-10-13
0012009-01-01MICHAEL MORTON MICHAEL MORTON2010-10-08

Plan Statistics for THE H.T. HACKNEY CO. EMPLOYEES PROFIT SHARING RETIREMENT PLAN

401k plan membership statisitcs for THE H.T. HACKNEY CO. EMPLOYEES PROFIT SHARING RETIREMENT PLAN

Measure Date Value
2023: THE H.T. HACKNEY CO. EMPLOYEES PROFIT SHARING RETIREMENT PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-013,438
Total number of active participants reported on line 7a of the Form 55002023-01-013,128
Number of retired or separated participants receiving benefits2023-01-017
Number of other retired or separated participants entitled to future benefits2023-01-01438
Total of all active and inactive participants2023-01-013,573
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-013,573
Number of participants with account balances2023-01-012,195
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: THE H.T. HACKNEY CO. EMPLOYEES PROFIT SHARING RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-013,846
Total number of active participants reported on line 7a of the Form 55002022-01-012,843
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01591
Total of all active and inactive participants2022-01-013,434
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-014
Total participants2022-01-013,438
Number of participants with account balances2022-01-012,388
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-01205
2021: THE H.T. HACKNEY CO. EMPLOYEES PROFIT SHARING RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-013,219
Total number of active participants reported on line 7a of the Form 55002021-01-012,669
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01742
Total of all active and inactive participants2021-01-013,411
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-013
Total participants2021-01-013,414
Number of participants with account balances2021-01-012,594
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-01265
2020: THE H.T. HACKNEY CO. EMPLOYEES PROFIT SHARING RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-013,451
Total number of active participants reported on line 7a of the Form 55002020-01-012,727
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01229
Total of all active and inactive participants2020-01-012,956
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-013
Total participants2020-01-012,959
Number of participants with account balances2020-01-012,351
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-01261
2019: THE H.T. HACKNEY CO. EMPLOYEES PROFIT SHARING RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-013,255
Total number of active participants reported on line 7a of the Form 55002019-01-012,701
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01382
Total of all active and inactive participants2019-01-013,083
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-012
Total participants2019-01-013,085
Number of participants with account balances2019-01-012,303
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-01175
2018: THE H.T. HACKNEY CO. EMPLOYEES PROFIT SHARING RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-013,379
Total number of active participants reported on line 7a of the Form 55002018-01-012,526
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01405
Total of all active and inactive participants2018-01-012,931
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-018
Total participants2018-01-012,939
Number of participants with account balances2018-01-012,216
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-01142
2017: THE H.T. HACKNEY CO. EMPLOYEES PROFIT SHARING RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-014,214
Total number of active participants reported on line 7a of the Form 55002017-01-012,632
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01483
Total of all active and inactive participants2017-01-013,115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-014
Total participants2017-01-013,119
Number of participants with account balances2017-01-012,379
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-01160
2016: THE H.T. HACKNEY CO. EMPLOYEES PROFIT SHARING RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-014,117
Total number of active participants reported on line 7a of the Form 55002016-01-012,567
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-011,344
Total of all active and inactive participants2016-01-013,911
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0110
Total participants2016-01-013,921
Number of participants with account balances2016-01-013,228
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-01125
2015: THE H.T. HACKNEY CO. EMPLOYEES PROFIT SHARING RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-014,188
Total number of active participants reported on line 7a of the Form 55002015-01-012,534
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-011,315
Total of all active and inactive participants2015-01-013,849
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-015
Total participants2015-01-013,854
Number of participants with account balances2015-01-013,222
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-01159
2014: THE H.T. HACKNEY CO. EMPLOYEES PROFIT SHARING RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-013,845
Total number of active participants reported on line 7a of the Form 55002014-01-012,583
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-011,274
Total of all active and inactive participants2014-01-013,857
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-019
Total participants2014-01-013,866
Number of participants with account balances2014-01-013,270
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-01105
2013: THE H.T. HACKNEY CO. EMPLOYEES PROFIT SHARING RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-014,147
Total number of active participants reported on line 7a of the Form 55002013-01-012,671
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01920
Total of all active and inactive participants2013-01-013,591
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-017
Total participants2013-01-013,598
Number of participants with account balances2013-01-013,280
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0192
2012: THE H.T. HACKNEY CO. EMPLOYEES PROFIT SHARING RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-013,765
Total number of active participants reported on line 7a of the Form 55002012-01-012,760
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-011,130
Total of all active and inactive participants2012-01-013,890
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-0121
Total participants2012-01-013,911
Number of participants with account balances2012-01-013,342
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0156
2011: THE H.T. HACKNEY CO. EMPLOYEES PROFIT SHARING RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-013,998
Total number of active participants reported on line 7a of the Form 55002011-01-012,739
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01829
Total of all active and inactive participants2011-01-013,568
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-0115
Total participants2011-01-013,583
Number of participants with account balances2011-01-013,401
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-01104
2010: THE H.T. HACKNEY CO. EMPLOYEES PROFIT SHARING RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-013,872
Total number of active participants reported on line 7a of the Form 55002010-01-012,818
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-01978
Total of all active and inactive participants2010-01-013,796
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-0117
Total participants2010-01-013,813
Number of participants with account balances2010-01-013,813
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-01127
2009: THE H.T. HACKNEY CO. EMPLOYEES PROFIT SHARING RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-014,100
Total number of active participants reported on line 7a of the Form 55002009-01-012,901
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01951
Total of all active and inactive participants2009-01-013,852
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-0113
Total participants2009-01-013,865
Number of participants with account balances2009-01-013,464
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-01103

Financial Data on THE H.T. HACKNEY CO. EMPLOYEES PROFIT SHARING RETIREMENT PLAN

Measure Date Value
2023 : THE H.T. HACKNEY CO. EMPLOYEES PROFIT SHARING RETIREMENT PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$3,479
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$775
Total income from all sources (including contributions)2023-12-31$26,234,519
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$11,769,576
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$11,600,440
Value of total corrective distributions2023-12-31$76,303
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$7,487,009
Value of total assets at end of year2023-12-31$120,357,547
Value of total assets at beginning of year2023-12-31$105,889,900
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$92,833
Total interest from all sources2023-12-31$982
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$2,848,262
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$2,848,262
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$5,000,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$5,298,735
Participant contributions at end of year2023-12-31$104,289
Participant contributions at beginning of year2023-12-31$97,109
Assets. Other investments not covered elsewhere at end of year2023-12-31$12,741,247
Assets. Other investments not covered elsewhere at beginning of year2023-12-31$12,420,546
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$197,420
Other income not declared elsewhere2023-12-31$1,609,466
Total non interest bearing cash at end of year2023-12-31$3,479
Total non interest bearing cash at beginning of year2023-12-31$154,912
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$14,464,943
Value of net assets at end of year (total assets less liabilities)2023-12-31$120,354,068
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$105,889,125
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Investment advisory and management fees2023-12-31$55,620
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$98,186,019
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$83,948,309
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-12-31$130,325
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-12-31$81,695
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-12-31$81,695
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-12-31$982
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-12-31$9,150,941
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$9,148,434
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$14,288,800
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$1,990,854
Employer contributions (assets) at end of year2023-12-31$41,247
Employer contributions (assets) at beginning of year2023-12-31$38,895
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$11,600,440
Liabilities. Value of benefit claims payable at end of year2023-12-31$3,479
Liabilities. Value of benefit claims payable at beginning of year2023-12-31$775
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31PUGH CPA'S
Accountancy firm EIN2023-12-31621142155
2022 : THE H.T. HACKNEY CO. EMPLOYEES PROFIT SHARING RETIREMENT 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$775
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$2,115
Total income from all sources (including contributions)2022-12-31$-14,856,268
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$10,345,015
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$10,293,655
Value of total corrective distributions2022-12-31$33,460
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$7,359,457
Value of total assets at end of year2022-12-31$105,889,900
Value of total assets at beginning of year2022-12-31$131,092,523
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$17,900
Total interest from all sources2022-12-31$2,040
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$694,102
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$694,102
Administrative expenses professional fees incurred2022-12-31$17,900
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$5,000,000
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$5,238,511
Participant contributions at end of year2022-12-31$97,109
Participant contributions at beginning of year2022-12-31$93,950
Assets. Other investments not covered elsewhere at end of year2022-12-31$12,420,546
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$14,479,216
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$212,609
Other income not declared elsewhere2022-12-31$-839,091
Total non interest bearing cash at end of year2022-12-31$154,912
Total non interest bearing cash at beginning of year2022-12-31$18,627
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-25,201,283
Value of net assets at end of year (total assets less liabilities)2022-12-31$105,889,125
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$131,090,408
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$83,948,309
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$107,195,699
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$81,695
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$78,006
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$78,006
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$2,040
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$9,148,434
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$9,188,670
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-22,072,776
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 contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$1,908,337
Employer contributions (assets) at end of year2022-12-31$38,895
Employer contributions (assets) at beginning of year2022-12-31$38,355
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$10,293,655
Liabilities. Value of benefit claims payable at end of year2022-12-31$775
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$2,115
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 name2022-12-31PUGH CPAS
Accountancy firm EIN2022-12-31621142155
2021 : THE H.T. HACKNEY CO. EMPLOYEES PROFIT SHARING RETIREMENT 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$2,115
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$29,181,288
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$16,013,505
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$15,989,273
Value of total corrective distributions2021-12-31$8,710
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$7,191,993
Value of total assets at end of year2021-12-31$131,092,523
Value of total assets at beginning of year2021-12-31$117,922,625
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$15,522
Total interest from all sources2021-12-31$26,522
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$698,365
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$698,365
Administrative expenses professional fees incurred2021-12-31$15,522
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$5,000,000
If this is an individual account plan, was there a blackout period2021-12-31Yes
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$5,215,005
Participant contributions at end of year2021-12-31$93,950
Participant contributions at beginning of year2021-12-31$86,066
Assets. Other investments not covered elsewhere at end of year2021-12-31$14,479,216
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$13,534,158
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$87,525
Other income not declared elsewhere2021-12-31$4,173,121
Total non interest bearing cash at end of year2021-12-31$18,627
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$13,167,783
Value of net assets at end of year (total assets less liabilities)2021-12-31$131,090,408
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$117,922,625
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$107,195,699
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$99,099,712
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$78,006
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$152,557
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$152,557
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$26,522
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$9,188,670
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$5,015,467
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$17,091,287
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 contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$1,889,463
Employer contributions (assets) at end of year2021-12-31$38,355
Employer contributions (assets) at beginning of year2021-12-31$34,665
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$15,989,273
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31Yes
Liabilities. Value of benefit claims payable at end of year2021-12-31$2,115
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 name2021-12-31PUGH CPAS
Accountancy firm EIN2021-12-31621142155
2020 : THE H.T. HACKNEY CO. EMPLOYEES PROFIT SHARING RETIREMENT 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$0
Total income from all sources (including contributions)2020-12-31$24,451,521
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$9,924,133
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$9,874,856
Value of total corrective distributions2020-12-31$31,348
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$6,982,641
Value of total assets at end of year2020-12-31$117,922,625
Value of total assets at beginning of year2020-12-31$103,395,237
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$17,929
Total interest from all sources2020-12-31$358
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$713,877
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$713,877
Administrative expenses professional fees incurred2020-12-31$17,929
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$5,000,000
If this is an individual account plan, was there a blackout period2020-12-31Yes
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$4,946,662
Participant contributions at end of year2020-12-31$86,066
Participant contributions at beginning of year2020-12-31$149,068
Assets. Other investments not covered elsewhere at end of year2020-12-31$13,534,158
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$13,165,307
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$219,662
Other income not declared elsewhere2020-12-31$79,085
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$14,527,388
Value of net assets at end of year (total assets less liabilities)2020-12-31$117,922,625
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$103,395,237
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$99,099,712
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$85,634,393
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$152,557
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$127,916
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$127,916
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$358
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$5,015,467
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$4,223,075
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$16,675,560
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 contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$1,816,317
Employer contributions (assets) at end of year2020-12-31$34,665
Employer contributions (assets) at beginning of year2020-12-31$95,478
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$9,874,856
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31Yes
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 name2020-12-31PUGH CPAS
Accountancy firm EIN2020-12-31621142155
2019 : THE H.T. HACKNEY CO. EMPLOYEES PROFIT SHARING RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
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$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
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$27,127,226
Total income from all sources (including contributions)2019-12-31$27,127,226
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$9,571,831
Total of all expenses incurred2019-12-31$9,571,831
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$9,528,504
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$9,528,504
Value of total corrective distributions2019-12-31$24,627
Value of total corrective distributions2019-12-31$24,627
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$6,036,034
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$6,036,034
Value of total assets at end of year2019-12-31$103,395,237
Value of total assets at end of year2019-12-31$103,395,237
Value of total assets at beginning of year2019-12-31$85,839,842
Value of total assets at beginning of year2019-12-31$85,839,842
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$18,700
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$18,700
Total interest from all sources2019-12-31$2,863
Total interest from all sources2019-12-31$2,863
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$783,931
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$783,931
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
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$783,931
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$783,931
Administrative expenses professional fees incurred2019-12-31$18,700
Administrative expenses professional fees incurred2019-12-31$18,700
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
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
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$4,242,246
Contributions received from participants2019-12-31$4,242,246
Participant contributions at end of year2019-12-31$149,068
Participant contributions at end of year2019-12-31$149,068
Participant contributions at beginning of year2019-12-31$122,461
Participant contributions at beginning of year2019-12-31$122,461
Assets. Other investments not covered elsewhere at end of year2019-12-31$13,165,307
Assets. Other investments not covered elsewhere at end of year2019-12-31$13,165,307
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$11,954,493
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$11,954,493
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$145,946
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$145,946
Other income not declared elsewhere2019-12-31$84,684
Other income not declared elsewhere2019-12-31$84,684
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
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$17,555,395
Value of net income/loss2019-12-31$17,555,395
Value of net assets at end of year (total assets less liabilities)2019-12-31$103,395,237
Value of net assets at end of year (total assets less liabilities)2019-12-31$103,395,237
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$85,839,842
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$85,839,842
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
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 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
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$85,634,393
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$85,634,393
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$69,292,287
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$69,292,287
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$127,916
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$127,916
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$182,297
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$182,297
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$182,297
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$182,297
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$2,863
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$4,223,075
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$4,223,075
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$4,240,454
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$4,240,454
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$20,219,714
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$20,219,714
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
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
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,647,842
Contributions received in cash from employer2019-12-31$1,647,842
Employer contributions (assets) at end of year2019-12-31$95,478
Employer contributions (assets) at end of year2019-12-31$95,478
Employer contributions (assets) at beginning of year2019-12-31$47,850
Employer contributions (assets) at beginning of year2019-12-31$47,850
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$9,528,504
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$9,528,504
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
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
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
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
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31PUGH CPAS
Accountancy firm name2019-12-31PUGH CPAS
Accountancy firm EIN2019-12-31621142155
Accountancy firm EIN2019-12-31621142155
2018 : THE H.T. HACKNEY CO. EMPLOYEES PROFIT SHARING RETIREMENT 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$0
Total income from all sources (including contributions)2018-12-31$1,916,768
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$10,021,748
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$9,975,053
Value of total corrective distributions2018-12-31$22,445
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$5,990,333
Value of total assets at end of year2018-12-31$85,839,842
Value of total assets at beginning of year2018-12-31$93,944,822
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$24,250
Total interest from all sources2018-12-31$3,268
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$708,337
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$708,337
Administrative expenses professional fees incurred2018-12-31$24,250
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31Yes
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$3,842,139
Participant contributions at beginning of year2018-12-31$0
Participant contributions at end of year2018-12-31$122,461
Participant contributions at beginning of year2018-12-31$372,795
Assets. Other investments not covered elsewhere at end of year2018-12-31$11,954,493
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$782,005
Other income not declared elsewhere2018-12-31$76,365
Total non interest bearing cash at beginning of year2018-12-31$520
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-8,104,980
Value of net assets at end of year (total assets less liabilities)2018-12-31$85,839,842
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$93,944,822
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$69,292,287
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$88,870,031
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$182,297
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$235,809
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$235,809
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$3,268
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$4,240,454
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$4,297,772
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-4,861,535
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 contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$1,366,189
Employer contributions (assets) at end of year2018-12-31$47,850
Employer contributions (assets) at beginning of year2018-12-31$167,895
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$9,975,053
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31Yes
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)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31PUGH CPAS
Accountancy firm EIN2018-12-31621142155
2017 : THE H.T. HACKNEY CO. EMPLOYEES PROFIT SHARING RETIREMENT 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$0
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$20,944,523
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$11,099,648
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$11,012,977
Value of total corrective distributions2017-12-31$35,784
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$6,202,994
Value of total assets at end of year2017-12-31$93,944,822
Value of total assets at beginning of year2017-12-31$84,099,947
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$50,887
Total interest from all sources2017-12-31$836
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$637,773
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$637,773
Administrative expenses professional fees incurred2017-12-31$50,887
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31Yes
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$3,790,963
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$2,353
Participant contributions at end of year2017-12-31$372,795
Participant contributions at beginning of year2017-12-31$342,369
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$898,142
Other income not declared elsewhere2017-12-31$65,963
Total non interest bearing cash at end of year2017-12-31$520
Total non interest bearing cash at beginning of year2017-12-31$1,761
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$9,844,875
Value of net assets at end of year (total assets less liabilities)2017-12-31$93,944,822
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$84,099,947
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$88,870,031
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$79,186,360
Interest on participant loans2017-12-31$117
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$235,809
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$80,305
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$80,305
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$719
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$4,297,772
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$4,346,670
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$14,036,957
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 contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$1,513,889
Employer contributions (assets) at end of year2017-12-31$167,895
Employer contributions (assets) at beginning of year2017-12-31$140,129
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$11,012,977
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31Yes
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)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31PUGH CPAS
Accountancy firm EIN2017-12-31621142155
2016 : THE H.T. HACKNEY CO. EMPLOYEES PROFIT SHARING RETIREMENT 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$0
Total income from all sources (including contributions)2016-12-31$9,877,317
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$5,436,445
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$5,370,537
Value of total corrective distributions2016-12-31$49,608
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$4,777,891
Value of total assets at end of year2016-12-31$84,099,947
Value of total assets at beginning of year2016-12-31$79,659,075
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$16,300
Total interest from all sources2016-12-31$209
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$577,994
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$577,994
Administrative expenses professional fees incurred2016-12-31$16,300
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31Yes
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$3,418,711
Participant contributions at end of year2016-12-31$2,353
Participant contributions at beginning of year2016-12-31$5,090
Participant contributions at end of year2016-12-31$342,369
Participant contributions at beginning of year2016-12-31$336,096
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$32,001
Other income not declared elsewhere2016-12-31$38,508
Total non interest bearing cash at end of year2016-12-31$1,761
Total non interest bearing cash at beginning of year2016-12-31$133
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$4,440,872
Value of net assets at end of year (total assets less liabilities)2016-12-31$84,099,947
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$79,659,075
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$79,186,360
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$74,852,125
Interest on participant loans2016-12-31$134
Value of interest in common/collective trusts at end of year2016-12-31$0
Value of interest in common/collective trusts at beginning of year2016-12-31$4,207,280
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$80,305
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$109,089
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$109,089
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$75
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$4,346,670
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$4,481,455
Net investment gain or loss from common/collective trusts2016-12-31$1,260
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$1,327,179
Employer contributions (assets) at end of year2016-12-31$140,129
Employer contributions (assets) at beginning of year2016-12-31$149,262
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$5,370,537
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31Yes
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)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31PUGH & COMPANY
Accountancy firm EIN2016-12-31621142155
2015 : THE H.T. HACKNEY CO. EMPLOYEES PROFIT SHARING RETIREMENT 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$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$4,200,546
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$5,807,661
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$5,739,703
Expenses. Certain deemed distributions of participant loans2015-12-31$20,308
Value of total corrective distributions2015-12-31$29,150
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$4,825,288
Value of total assets at end of year2015-12-31$79,659,075
Value of total assets at beginning of year2015-12-31$81,266,190
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$18,500
Total interest from all sources2015-12-31$357
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$526,199
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$526,199
Administrative expenses professional fees incurred2015-12-31$18,500
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31Yes
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$3,437,896
Participant contributions at end of year2015-12-31$5,090
Participant contributions at beginning of year2015-12-31$29,831
Participant contributions at end of year2015-12-31$336,096
Participant contributions at beginning of year2015-12-31$251,826
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$8,086
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$16,403
Total non interest bearing cash at end of year2015-12-31$133
Total non interest bearing cash at beginning of year2015-12-31$49
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-1,607,115
Value of net assets at end of year (total assets less liabilities)2015-12-31$79,659,075
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$81,266,190
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$74,852,125
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$76,612,736
Interest on participant loans2015-12-31$341
Value of interest in common/collective trusts at end of year2015-12-31$4,207,280
Value of interest in common/collective trusts at beginning of year2015-12-31$4,163,308
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$109,089
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$88,595
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$88,595
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$16
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-1,154,060
Net investment gain or loss from common/collective trusts2015-12-31$2,762
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$1,379,306
Employer contributions (assets) at end of year2015-12-31$149,262
Employer contributions (assets) at beginning of year2015-12-31$103,442
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$5,739,703
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31Yes
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 name2015-12-31PUGH & COMPANY
Accountancy firm EIN2015-12-31621142155
2014 : THE H.T. HACKNEY CO. EMPLOYEES PROFIT SHARING RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets to this plan2014-12-31$4,347,893
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$9,496,699
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$7,229,189
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$7,164,822
Expenses. Certain deemed distributions of participant loans2014-12-31$7,697
Value of total corrective distributions2014-12-31$34,795
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$4,371,220
Value of total assets at end of year2014-12-31$81,266,190
Value of total assets at beginning of year2014-12-31$74,650,787
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$21,875
Total interest from all sources2014-12-31$867
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$558,126
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$558,126
Administrative expenses professional fees incurred2014-12-31$21,875
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31Yes
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$3,152,788
Participant contributions at end of year2014-12-31$29,831
Participant contributions at beginning of year2014-12-31$5,376
Participant contributions at end of year2014-12-31$251,826
Participant contributions at beginning of year2014-12-31$251,051
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$16,403
Total non interest bearing cash at end of year2014-12-31$49
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$2,267,510
Value of net assets at end of year (total assets less liabilities)2014-12-31$81,266,190
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$74,650,787
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$76,612,736
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$68,848,797
Interest on participant loans2014-12-31$851
Value of interest in common/collective trusts at end of year2014-12-31$4,163,308
Value of interest in common/collective trusts at beginning of year2014-12-31$5,341,856
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$88,595
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$100,198
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$100,198
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$16
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$4,545,852
Net investment gain or loss from common/collective trusts2014-12-31$20,634
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
Was there a failure to transmit to the plan any participant contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$1,218,432
Employer contributions (assets) at end of year2014-12-31$103,442
Employer contributions (assets) at beginning of year2014-12-31$103,509
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$7,164,822
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31Yes
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 name2014-12-31PUGH & COMPANY
Accountancy firm EIN2014-12-31621142155
2013 : THE H.T. HACKNEY CO. EMPLOYEES PROFIT SHARING RETIREMENT 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$18,167,154
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$4,665,643
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$4,615,889
Value of total corrective distributions2013-12-31$29,529
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$4,401,581
Value of total assets at end of year2013-12-31$74,650,787
Value of total assets at beginning of year2013-12-31$61,149,276
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$20,225
Total interest from all sources2013-12-31$16
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$451,955
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$451,955
Administrative expenses professional fees incurred2013-12-31$20,225
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31Yes
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$3,013,059
Participant contributions at end of year2013-12-31$5,376
Participant contributions at beginning of year2013-12-31$5,376
Participant contributions at end of year2013-12-31$251,051
Participant contributions at beginning of year2013-12-31$232,987
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$160,865
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$13,501,511
Value of net assets at end of year (total assets less liabilities)2013-12-31$74,650,787
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$61,149,276
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$68,848,797
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$55,881,362
Value of interest in common/collective trusts at end of year2013-12-31$5,341,856
Value of interest in common/collective trusts at beginning of year2013-12-31$4,853,627
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$100,198
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$78,983
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$78,983
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$16
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$13,287,755
Net investment gain or loss from common/collective trusts2013-12-31$25,847
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
Was there a failure to transmit to the plan any participant contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$1,227,657
Employer contributions (assets) at end of year2013-12-31$103,509
Employer contributions (assets) at beginning of year2013-12-31$96,941
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$4,615,889
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31Yes
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 name2013-12-31PUGH & COMPANY, P.C.
Accountancy firm EIN2013-12-31621142155
2012 : THE H.T. HACKNEY CO. EMPLOYEES PROFIT SHARING RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total transfer of assets to this plan2012-12-31$323,662
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$11,160,401
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$4,130,014
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$4,059,522
Value of total corrective distributions2012-12-31$52,949
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$4,600,743
Value of total assets at end of year2012-12-31$61,149,276
Value of total assets at beginning of year2012-12-31$53,795,227
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$17,543
Total interest from all sources2012-12-31$23
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$564,056
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$564,056
Administrative expenses professional fees incurred2012-12-31$17,543
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31Yes
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$2,992,477
Participant contributions at end of year2012-12-31$5,376
Participant contributions at beginning of year2012-12-31$5,737
Participant contributions at end of year2012-12-31$232,987
Participant contributions at beginning of year2012-12-31$249,871
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$514,957
Total non interest bearing cash at beginning of year2012-12-31$-123
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$7,030,387
Value of net assets at end of year (total assets less liabilities)2012-12-31$61,149,276
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$53,795,227
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$55,881,362
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$48,942,925
Interest on participant loans2012-12-31$6
Value of interest in common/collective trusts at end of year2012-12-31$4,853,627
Value of interest in common/collective trusts at beginning of year2012-12-31$4,342,457
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$78,983
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$151,320
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$151,320
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$17
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$5,956,565
Net investment gain or loss from common/collective trusts2012-12-31$39,014
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$1,093,309
Employer contributions (assets) at end of year2012-12-31$96,941
Employer contributions (assets) at beginning of year2012-12-31$103,040
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$4,059,522
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31Yes
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 name2012-12-31PUGH & COMPANY, P.C.
Accountancy firm EIN2012-12-31621142155
2011 : THE H.T. HACKNEY CO. EMPLOYEES PROFIT SHARING RETIREMENT 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$3,356,110
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$3,524,929
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$3,434,425
Value of total corrective distributions2011-12-31$70,611
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$4,149,885
Value of total assets at end of year2011-12-31$53,795,227
Value of total assets at beginning of year2011-12-31$53,964,046
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$19,893
Total interest from all sources2011-12-31$702
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$462,825
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$462,825
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31Yes
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$2,913,478
Participant contributions at end of year2011-12-31$5,737
Participant contributions at beginning of year2011-12-31$7,184
Participant contributions at end of year2011-12-31$249,871
Participant contributions at beginning of year2011-12-31$257,456
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$94,680
Total non interest bearing cash at end of year2011-12-31$-123
Total non interest bearing cash at beginning of year2011-12-31$-222
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-168,819
Value of net assets at end of year (total assets less liabilities)2011-12-31$53,795,227
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$53,964,046
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$48,942,925
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$49,493,373
Interest on participant loans2011-12-31$148
Value of interest in common/collective trusts at end of year2011-12-31$4,342,457
Value of interest in common/collective trusts at beginning of year2011-12-31$4,011,253
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$151,320
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$89,628
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$89,628
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$554
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-1,324,179
Net investment gain or loss from common/collective trusts2011-12-31$66,877
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$1,141,727
Employer contributions (assets) at end of year2011-12-31$103,040
Employer contributions (assets) at beginning of year2011-12-31$105,374
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$3,434,425
Contract administrator fees2011-12-31$19,893
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31Yes
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
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 name2011-12-31PUGH & COMPANY, P.C.
Accountancy firm EIN2011-12-31621142155
2010 : THE H.T. HACKNEY CO. EMPLOYEES PROFIT SHARING RETIREMENT 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$0
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$9,896,908
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$3,021,759
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$2,974,953
Value of total corrective distributions2010-12-31$31,078
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$4,384,243
Value of total assets at end of year2010-12-31$53,964,046
Value of total assets at beginning of year2010-12-31$47,088,897
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$15,728
Total interest from all sources2010-12-31$321
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$397,465
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$397,465
Administrative expenses professional fees incurred2010-12-31$15,728
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31Yes
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$2,952,401
Participant contributions at end of year2010-12-31$7,184
Participant contributions at beginning of year2010-12-31$10,846
Participant contributions at end of year2010-12-31$257,456
Participant contributions at beginning of year2010-12-31$227,395
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$9,970
Total non interest bearing cash at end of year2010-12-31$-222
Total non interest bearing cash at beginning of year2010-12-31$1,657
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$6,875,149
Value of net assets at end of year (total assets less liabilities)2010-12-31$53,964,046
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$47,088,897
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$49,493,373
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$42,827,066
Interest on participant loans2010-12-31$276
Value of interest in common/collective trusts at end of year2010-12-31$4,011,253
Value of interest in common/collective trusts at beginning of year2010-12-31$3,814,230
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$89,628
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$115,135
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$115,135
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$45
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$5,040,643
Net investment gain or loss from common/collective trusts2010-12-31$74,236
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
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$1,421,872
Employer contributions (assets) at end of year2010-12-31$105,374
Employer contributions (assets) at beginning of year2010-12-31$92,568
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$2,974,953
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31Yes
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 name2010-12-31PUGH & COMPANY, PC
Accountancy firm EIN2010-12-31621142155
2009 : THE H.T. HACKNEY CO. EMPLOYEES PROFIT SHARING RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for THE H.T. HACKNEY CO. EMPLOYEES PROFIT SHARING RETIREMENT PLAN

2023: THE H.T. HACKNEY CO. EMPLOYEES PROFIT SHARING RETIREMENT PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: THE H.T. HACKNEY CO. EMPLOYEES PROFIT SHARING RETIREMENT 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 – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: THE H.T. HACKNEY CO. EMPLOYEES PROFIT SHARING RETIREMENT 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 – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: THE H.T. HACKNEY CO. EMPLOYEES PROFIT SHARING RETIREMENT 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 – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: THE H.T. HACKNEY CO. EMPLOYEES PROFIT SHARING RETIREMENT 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 – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: THE H.T. HACKNEY CO. EMPLOYEES PROFIT SHARING RETIREMENT 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 – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: THE H.T. HACKNEY CO. EMPLOYEES PROFIT SHARING RETIREMENT 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 – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: THE H.T. HACKNEY CO. EMPLOYEES PROFIT SHARING RETIREMENT 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 – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: THE H.T. HACKNEY CO. EMPLOYEES PROFIT SHARING RETIREMENT 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: THE H.T. HACKNEY CO. EMPLOYEES PROFIT SHARING RETIREMENT 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: THE H.T. HACKNEY CO. EMPLOYEES PROFIT SHARING RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
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: THE H.T. HACKNEY CO. EMPLOYEES PROFIT SHARING RETIREMENT 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: THE H.T. HACKNEY CO. EMPLOYEES PROFIT SHARING RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
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: THE H.T. HACKNEY CO. EMPLOYEES PROFIT SHARING RETIREMENT 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: THE H.T. HACKNEY CO. EMPLOYEES PROFIT SHARING RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
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

Insurance Providers Used on plan

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number810452A
Policy instance 2
Insurance contract or identification number810452A
Number of Individuals Covered1222
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number810451A
Policy instance 1
Insurance contract or identification number810451A
Number of Individuals Covered938
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number810452A
Policy instance 2
Insurance contract or identification number810452A
Number of Individuals Covered1166
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number810451A
Policy instance 1
Insurance contract or identification number810451A
Number of Individuals Covered573
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number810452A
Policy instance 2
Insurance contract or identification number810452A
Number of Individuals Covered1316
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number810451A
Policy instance 1
Insurance contract or identification number810451A
Number of Individuals Covered1360
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number810452A
Policy instance 2
Insurance contract or identification number810452A
Number of Individuals Covered1154
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number810451A
Policy instance 1
Insurance contract or identification number810451A
Number of Individuals Covered1398
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number810452A
Policy instance 2
Insurance contract or identification number810452A
Number of Individuals Covered974
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number810451A
Policy instance 1
Insurance contract or identification number810451A
Number of Individuals Covered1347
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number810452A
Policy instance 2
Insurance contract or identification number810452A
Number of Individuals Covered945
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number810451A
Policy instance 1
Insurance contract or identification number810451A
Number of Individuals Covered1415
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number810452A
Policy instance 2
Insurance contract or identification number810452A
Number of Individuals Covered1179
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number810451A
Policy instance 1
Insurance contract or identification number810451A
Number of Individuals Covered1179
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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