401k Plan data: HBM 401(K) PROFIT SHARING PLAN plan

HBM 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	HBM 401(K) PROFIT SHARING PLAN
Plan identification number	001

HBM 401(K) PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Participant-directed brokerage accounts provided as an investment option under the plan.
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

HENDERSON BENNINGTON MOSHOFSKY, PC has sponsored the creation of one or more 401k plans.

Company Name: HENDERSON BENNINGTON MOSHOFSKY, PC

Employer identification number (EIN): 205241666

NAIC Classification: 541211
NAIC Description: Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HBM 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 STEPHEN MOSHOFSKY 2024-10-11
001 2022-01-01 STEPHEN MOSHOFSKY 2023-06-30
001 2021-01-01 STEPHEN MOSHOFSKY 2022-10-03
001 2020-01-01 STEPHEN MOSHOFSKY 2021-10-01
001 2019-01-01 STEPHEN MOSHOFSKY 2020-10-06
001 2018-01-01 STEPHEN MOSHOFSKY 2019-10-14
001 2017-01-01 STEPHEN MOSHOFSKY 2018-10-09
001 2016-01-01 STEPHEN MOSHOFSKY 2017-10-09
001 2015-01-01 STEPHEN MOSHOFSKY 2016-10-13
001 2014-01-01 STEPHEN MOSHOFSKY 2015-07-24
001 2013-01-01 STEPHEN MOSHOFSKY 2014-09-26
001 2012-01-01 STEPHEN MOSHOFSKY STEPHEN MOSHOFSKY 2013-08-07
001 2011-01-01 STEPHEN MOSHOFSKY STEPHEN MOSHOFSKY 2012-10-15
001 2009-01-01 ROGER C HENDERSON ROGER C HENDERSON 2010-07-22
001 2009-01-01 ROGER C HENDERSON ROGER C HENDERSON 2010-07-23

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	STEPHEN MOSHOFSKY	2024-10-11
001	2022-01-01	STEPHEN MOSHOFSKY	2023-06-30
001	2021-01-01	STEPHEN MOSHOFSKY	2022-10-03
001	2020-01-01	STEPHEN MOSHOFSKY	2021-10-01
001	2019-01-01	STEPHEN MOSHOFSKY	2020-10-06
001	2018-01-01	STEPHEN MOSHOFSKY	2019-10-14
001	2017-01-01	STEPHEN MOSHOFSKY	2018-10-09
001	2016-01-01	STEPHEN MOSHOFSKY	2017-10-09
001	2015-01-01	STEPHEN MOSHOFSKY	2016-10-13
001	2014-01-01	STEPHEN MOSHOFSKY	2015-07-24
001	2013-01-01	STEPHEN MOSHOFSKY	2014-09-26
001	2012-01-01	STEPHEN MOSHOFSKY		STEPHEN MOSHOFSKY	2013-08-07
001	2011-01-01	STEPHEN MOSHOFSKY		STEPHEN MOSHOFSKY	2012-10-15
001	2009-01-01	ROGER C HENDERSON		ROGER C HENDERSON	2010-07-22
001	2009-01-01	ROGER C HENDERSON		ROGER C HENDERSON	2010-07-23

Plan Statistics for HBM 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for HBM 401(K) PROFIT SHARING PLAN

Measure Date Value
2025: HBM 401(K) PROFIT SHARING PLAN 2025 401k membership
Total number of particpants at beginning of year 2025-07-21 5
Total number of particpants at end of year 2025-07-21 5
Number of Participants With Account Balances 2025-07-21 5
2024: HBM 401(K) PROFIT SHARING PLAN 2024 401k membership
Total number of particpants at beginning of year 2024-10-11 6
Total number of particpants at end of year 2024-10-11 5
Number of Participants With Account Balances 2024-10-11 5
2022: HBM 401(K) PROFIT SHARING PLAN 2022 401k membership
Total number of particpants at beginning of year 2022-10-03 8
Total number of particpants at end of year 2022-10-03 6
Number of Participants With Account Balances 2022-10-03 6
2012: HBM 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 3
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 0
Total of all active and inactive participants 2012-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 3
Number of participants with account balances 2012-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: HBM 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 4
Number of retired or separated participants receiving benefits 2011-01-01 2
Number of other retired or separated participants entitled to future benefits 2011-01-01 0
Total of all active and inactive participants 2011-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 6
Number of participants with account balances 2011-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: HBM 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 6
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 0
Total of all active and inactive participants 2009-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 6
Number of participants with account balances 2009-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0
Number of employers contributing to the scheme 2009-01-01 0

Measure	Date	Value
2025: HBM 401(K) PROFIT SHARING PLAN 2025 401k membership
Total number of particpants at beginning of year	2025-07-21	5
Total number of particpants at end of year	2025-07-21	5
Number of Participants With Account Balances	2025-07-21	5
2024: HBM 401(K) PROFIT SHARING PLAN 2024 401k membership
Total number of particpants at beginning of year	2024-10-11	6
Total number of particpants at end of year	2024-10-11	5
Number of Participants With Account Balances	2024-10-11	5
2022: HBM 401(K) PROFIT SHARING PLAN 2022 401k membership
Total number of particpants at beginning of year	2022-10-03	8
Total number of particpants at end of year	2022-10-03	6
Number of Participants With Account Balances	2022-10-03	6
2012: HBM 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	3
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	3
Number of participants with account balances	2012-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: HBM 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	4
Number of retired or separated participants receiving benefits	2011-01-01	2
Number of other retired or separated participants entitled to future benefits	2011-01-01	0
Total of all active and inactive participants	2011-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	6
Number of participants with account balances	2011-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: HBM 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	6
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	0
Total of all active and inactive participants	2009-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	6
Number of participants with account balances	2009-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0
Number of employers contributing to the scheme	2009-01-01	0

Financial Data on HBM 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2025 : HBM 401(K) PROFIT SHARING PLAN 2025 401k financial data
Total transfers to/from plan in this plan year	2025-07-21	0
Total expenses incurred by plan in this plan year	2025-07-21	0
Net assets as of the end of the plan year	2025-07-21	1310982
Total assets as of the beginning of the plan year	2025-07-21	885423
Value of plan covered by a fidelity bond	2025-07-21	200000
Participant contributions to plan in this plan year	2025-07-21	50800
Other expenses paid from plan in this plan year	2025-07-21	0
Other income to plan in this plan year	2025-07-21	337902
Plan net income in this plan year	2025-07-21	425559
Net assets as of the end of the plan year	2025-07-21	1310982
Net assets as of the beginning of the plan year	2025-07-21	885423
Employer contributions to plan in this plan year	2025-07-21	36857
Expensese paid to adminstrative service provicers from plan in this plan year	2025-07-21	0
2024 : HBM 401(K) PROFIT SHARING PLAN 2024 401k financial data
Total liabilities as of the beginning of the plan year	2024-10-11	0
Total expenses incurred by plan in this plan year	2024-10-11	553053
Net assets as of the end of the plan year	2024-10-11	885423
Total assets as of the beginning of the plan year	2024-10-11	1114952
Value of plan covered by a fidelity bond	2024-10-11	200000
Participant contributions to plan in this plan year	2024-10-11	57600
Other income to plan in this plan year	2024-10-11	229378
Plan net income in this plan year	2024-10-11	-229529
Net assets as of the end of the plan year	2024-10-11	885423
Net assets as of the beginning of the plan year	2024-10-11	1114952
Employer contributions to plan in this plan year	2024-10-11	36546
2022 : HBM 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total transfers to/from plan in this plan year	2022-10-03	0
Total liabilities as of the end of the plan year	2022-10-03	0
Total liabilities as of the beginning of the plan year	2022-10-03	0
Total expenses incurred by plan in this plan year	2022-10-03	548888
Net assets as of the end of the plan year	2022-10-03	1334930
Total assets as of the beginning of the plan year	2022-10-03	1619251
Value of plan covered by a fidelity bond	2022-10-03	200000
Participant contributions to plan in this plan year	2022-10-03	45500
Other expenses paid from plan in this plan year	2022-10-03	0
Other contributions to plan in this plan year	2022-10-03	0
Other income to plan in this plan year	2022-10-03	184304
Plan net income in this plan year	2022-10-03	-284321
Net assets as of the end of the plan year	2022-10-03	1334930
Net assets as of the beginning of the plan year	2022-10-03	1619251
Employer contributions to plan in this plan year	2022-10-03	34763
Expensese paid to adminstrative service provicers from plan in this plan year	2022-10-03	6180
2012 : HBM 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total plan liabilities at end of year	2012-12-31	$0
Total plan liabilities at beginning of year	2012-12-31	$0
Total income from all sources	2012-12-31	$239,885
Expenses. Total of all expenses incurred	2012-12-31	$1,904,591
Benefits paid (including direct rollovers)	2012-12-31	$1,903,044
Total plan assets at end of year	2012-12-31	$627,839
Total plan assets at beginning of year	2012-12-31	$2,292,545
Expenses. Other expenses not covered elsewhere	2012-12-31	$1,547
Other income received	2012-12-31	$179,885
Net income (gross income less expenses)	2012-12-31	$-1,664,706
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$627,839
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$2,292,545
Assets. Value of participant loans	2012-12-31	$35,000
Total contributions received or receivable from employer(s)	2012-12-31	$60,000
Funding deficiency by the employer to the plan for this plan year	2012-12-31	$0
Minimum employer required contribution for this plan year	2012-12-31	$0
Amount contributed by the employer to the plan for this plan year	2012-12-31	$0
2011 : HBM 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total plan liabilities at end of year	2011-12-31	$0
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$113,154
Expenses. Total of all expenses incurred	2011-12-31	$387,726
Benefits paid (including direct rollovers)	2011-12-31	$366,958
Total plan assets at end of year	2011-12-31	$2,292,545
Total plan assets at beginning of year	2011-12-31	$2,567,117
Expenses. Other expenses not covered elsewhere	2011-12-31	$20,768
Other income received	2011-12-31	$63,154
Net income (gross income less expenses)	2011-12-31	$-274,572
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$2,292,545
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$2,567,117
Assets. Value of participant loans	2011-12-31	$35,000
Total contributions received or receivable from employer(s)	2011-12-31	$50,000
2010 : HBM 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total plan liabilities at end of year	2010-12-31	$0
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$159,794
Expenses. Total of all expenses incurred	2010-12-31	$26,594
Total plan assets at end of year	2010-12-31	$2,567,117
Total plan assets at beginning of year	2010-12-31	$2,433,916
Expenses. Other expenses not covered elsewhere	2010-12-31	$26,594
Other income received	2010-12-31	$123,787
Net income (gross income less expenses)	2010-12-31	$133,200
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$2,567,117
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$2,433,916
Assets. Value of participant loans	2010-12-31	$35,000
Total contributions received or receivable from employer(s)	2010-12-31	$36,007

Form 5500 Responses for HBM 401(K) PROFIT SHARING PLAN

2012: HBM 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: HBM 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: HBM 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number	39905
Policy instance	1
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number	TRUST 27639
Policy instance	1
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number	39905
Policy instance	2
JOHN HANCOCK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 90204 )
Policy contract number	FV 003357540
Policy instance	3
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number	TRUST 27639
Policy instance	1
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number	39905
Policy instance	2
JOHN HANCOCK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 90204 )
Policy contract number	FV 003357540
Policy instance	3

Potentially related plans

HBM 401(K) PLAN [EIN = 760592431]

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Company Name:	HENDERSON BENNINGTON MOSHOFSKY, PC
Employer identification number (EIN):	205241666
NAIC Classification:	541211
NAIC Description:	Offices of Certified Public Accountants