HARVEY MANAGEMENT CORPORATION has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan NFA HEALTH PLUS EMPLOYEE HEALTH PLAN OF HARVEY MANAGEMENT, INC.
| Measure | Date | Value |
|---|
| 2014 : NFA HEALTH PLUS EMPLOYEE HEALTH PLAN OF HARVEY MANAGEMENT, INC. 2014 401k financial data |
|---|
| Total plan liabilities at end of year | 2014-04-30 | $2,718 |
| Total plan liabilities at beginning of year | 2014-04-30 | $1,728 |
| Total income from all sources | 2014-04-30 | $98,667 |
| Expenses. Total of all expenses incurred | 2014-04-30 | $118,175 |
| Benefits paid (including direct rollovers) | 2014-04-30 | $60,209 |
| Total plan assets at end of year | 2014-04-30 | $2,718 |
| Total plan assets at beginning of year | 2014-04-30 | $21,236 |
| Value of fidelity bond covering the plan | 2014-04-30 | $25,000 |
| Expenses. Other expenses not covered elsewhere | 2014-04-30 | $57,966 |
| Net income (gross income less expenses) | 2014-04-30 | $-19,508 |
| Net plan assets at end of year (total assets less liabilities) | 2014-04-30 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-04-30 | $19,508 |
| Total contributions received or receivable from employer(s) | 2014-04-30 | $98,667 |
| 2013 : NFA HEALTH PLUS EMPLOYEE HEALTH PLAN OF HARVEY MANAGEMENT, INC. 2013 401k financial data |
|---|
| Total plan liabilities at end of year | 2013-04-30 | $1,728 |
| Total plan liabilities at beginning of year | 2013-04-30 | $3,729 |
| Total income from all sources | 2013-04-30 | $85,424 |
| Expenses. Total of all expenses incurred | 2013-04-30 | $76,107 |
| Benefits paid (including direct rollovers) | 2013-04-30 | $31,915 |
| Total plan assets at end of year | 2013-04-30 | $21,236 |
| Total plan assets at beginning of year | 2013-04-30 | $13,920 |
| Expenses. Other expenses not covered elsewhere | 2013-04-30 | $44,192 |
| Net income (gross income less expenses) | 2013-04-30 | $9,317 |
| Net plan assets at end of year (total assets less liabilities) | 2013-04-30 | $19,508 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-04-30 | $10,191 |
| Total contributions received or receivable from employer(s) | 2013-04-30 | $85,424 |
| 2012 : NFA HEALTH PLUS EMPLOYEE HEALTH PLAN OF HARVEY MANAGEMENT, INC. 2012 401k financial data |
|---|
| Total plan liabilities at end of year | 2012-04-30 | $3,729 |
| Total plan liabilities at beginning of year | 2012-04-30 | $2,767 |
| Total income from all sources | 2012-04-30 | $96,147 |
| Expenses. Total of all expenses incurred | 2012-04-30 | $85,956 |
| Benefits paid (including direct rollovers) | 2012-04-30 | $35,968 |
| Total plan assets at end of year | 2012-04-30 | $13,920 |
| Total plan assets at beginning of year | 2012-04-30 | $2,767 |
| Expenses. Other expenses not covered elsewhere | 2012-04-30 | $49,988 |
| Net income (gross income less expenses) | 2012-04-30 | $10,191 |
| Net plan assets at end of year (total assets less liabilities) | 2012-04-30 | $10,191 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-04-30 | $0 |
| Total contributions received or receivable from employer(s) | 2012-04-30 | $96,147 |
| 2011 : NFA HEALTH PLUS EMPLOYEE HEALTH PLAN OF HARVEY MANAGEMENT, INC. 2011 401k financial data |
|---|
| Total plan liabilities at end of year | 2011-04-30 | $2,767 |
| Total plan liabilities at beginning of year | 2011-04-30 | $0 |
| Total income from all sources | 2011-04-30 | $152,531 |
| Expenses. Total of all expenses incurred | 2011-04-30 | $152,531 |
| Benefits paid (including direct rollovers) | 2011-04-30 | $80,643 |
| Total plan assets at end of year | 2011-04-30 | $2,767 |
| Total plan assets at beginning of year | 2011-04-30 | $0 |
| Expenses. Other expenses not covered elsewhere | 2011-04-30 | $71,888 |
| Net income (gross income less expenses) | 2011-04-30 | $0 |
| Net plan assets at end of year (total assets less liabilities) | 2011-04-30 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-04-30 | $0 |
| Total contributions received or receivable from employer(s) | 2011-04-30 | $152,531 |
| 2013: NFA HEALTH PLUS EMPLOYEE HEALTH PLAN OF HARVEY MANAGEMENT, INC. 2013 form 5500 responses |
|---|
| 2013-05-01 | Type of plan entity | Single employer plan |
| 2013-05-01 | Submission has been amended | No |
| 2013-05-01 | This submission is the final filing | No |
| 2013-05-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-05-01 | Plan is a collectively bargained plan | No |
| 2013-05-01 | Plan funding arrangement – Insurance | Yes |
| 2013-05-01 | Plan funding arrangement – Trust | Yes |
| 2013-05-01 | Plan benefit arrangement – Insurance | Yes |
| 2013-05-01 | Plan benefit arrangement - Trust | Yes |
| 2012: NFA HEALTH PLUS EMPLOYEE HEALTH PLAN OF HARVEY MANAGEMENT, INC. 2012 form 5500 responses |
|---|
| 2012-05-01 | Type of plan entity | Single employer plan |
| 2012-05-01 | Submission has been amended | No |
| 2012-05-01 | This submission is the final filing | No |
| 2012-05-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-05-01 | Plan is a collectively bargained plan | No |
| 2012-05-01 | Plan funding arrangement – Insurance | Yes |
| 2012-05-01 | Plan funding arrangement – Trust | Yes |
| 2012-05-01 | Plan benefit arrangement – Insurance | Yes |
| 2012-05-01 | Plan benefit arrangement - Trust | Yes |
| 2011: NFA HEALTH PLUS EMPLOYEE HEALTH PLAN OF HARVEY MANAGEMENT, INC. 2011 form 5500 responses |
|---|
| 2011-05-01 | Type of plan entity | Single employer plan |
| 2011-05-01 | Submission has been amended | No |
| 2011-05-01 | This submission is the final filing | No |
| 2011-05-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-05-01 | Plan is a collectively bargained plan | No |
| 2011-05-01 | Plan funding arrangement – Insurance | Yes |
| 2011-05-01 | Plan funding arrangement – Trust | Yes |
| 2011-05-01 | Plan benefit arrangement – Insurance | Yes |
| 2011-05-01 | Plan benefit arrangement - Trust | Yes |
| 2010: NFA HEALTH PLUS EMPLOYEE HEALTH PLAN OF HARVEY MANAGEMENT, INC. 2010 form 5500 responses |
|---|
| 2010-05-01 | Type of plan entity | Single employer plan |
| 2010-05-01 | First time form 5500 has been submitted | Yes |
| 2010-05-01 | Submission has been amended | No |
| 2010-05-01 | This submission is the final filing | No |
| 2010-05-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2010-05-01 | Plan is a collectively bargained plan | No |
| 2010-05-01 | Plan funding arrangement – Insurance | Yes |
| 2010-05-01 | Plan funding arrangement – Trust | Yes |
| 2010-05-01 | Plan benefit arrangement – Insurance | Yes |
| 2010-05-01 | Plan benefit arrangement - Trust | Yes |
