HACKENSACK MERIDIAN HEALTH has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan HMH 401(K) SAVINGS PLAN - SHREWSBURY COLLECTIVELY BARGAINED
| Measure | Date | Value |
|---|
| 2023 : HMH 401(K) SAVINGS PLAN - SHREWSBURY COLLECTIVELY BARGAINED 2023 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2023-09-18 | $0 |
| Total transfer of assets from this plan | 2023-09-18 | $1,448,294 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-09-18 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-09-18 | $0 |
| Total income from all sources (including contributions) | 2023-09-18 | $124,803 |
| Total loss/gain on sale of assets | 2023-09-18 | $0 |
| Total of all expenses incurred | 2023-09-18 | $271,185 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-09-18 | $268,921 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-09-18 | $4,735 |
| Value of total assets at end of year | 2023-09-18 | $0 |
| Value of total assets at beginning of year | 2023-09-18 | $1,594,676 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-09-18 | $2,264 |
| Total interest from all sources | 2023-09-18 | $3,430 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-09-18 | $1,420 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-09-18 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2023-09-18 | $1,420 |
| Was this plan covered by a fidelity bond | 2023-09-18 | Yes |
| Value of fidelity bond cover | 2023-09-18 | $25,000,000 |
| If this is an individual account plan, was there a blackout period | 2023-09-18 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-09-18 | No |
| Contributions received from participants | 2023-09-18 | $4,735 |
| Participant contributions at end of year | 2023-09-18 | $0 |
| Participant contributions at beginning of year | 2023-09-18 | $21,073 |
| Participant contributions at end of year | 2023-09-18 | $0 |
| Participant contributions at beginning of year | 2023-09-18 | $1,407 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-09-18 | No |
| Value of net income/loss | 2023-09-18 | $-146,382 |
| Value of net assets at end of year (total assets less liabilities) | 2023-09-18 | $0 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-09-18 | $1,594,676 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-09-18 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-09-18 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-09-18 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-09-18 | $0 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-09-18 | $1,388,597 |
| Interest on participant loans | 2023-09-18 | $963 |
| Interest earned on other investments | 2023-09-18 | $2,467 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2023-09-18 | $0 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2023-09-18 | $142,567 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-09-18 | $115,218 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-09-18 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-09-18 | No |
| Has the plan failed to provide any benefit when due under the plan | 2023-09-18 | No |
| Employer contributions (assets) at end of year | 2023-09-18 | $0 |
| Employer contributions (assets) at beginning of year | 2023-09-18 | $41,032 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-09-18 | $268,921 |
| Did the plan have assets held for investment | 2023-09-18 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-09-18 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-09-18 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2023-09-18 | Unqualified |
| Accountancy firm name | 2023-09-18 | TORRILLO & ASSOCIATES, LLC |
| Accountancy firm EIN | 2023-09-18 | 830414789 |
| Total unrealized appreciation/depreciation of assets | 2023-01-01 | $0 |
| Total transfer of assets from this plan | 2023-01-01 | $1,448,294 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-01-01 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-01-01 | $0 |
| Total income from all sources (including contributions) | 2023-01-01 | $124,803 |
| Total loss/gain on sale of assets | 2023-01-01 | $0 |
| Total of all expenses incurred | 2023-01-01 | $271,185 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-01-01 | $268,921 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-01-01 | $4,735 |
| Value of total assets at end of year | 2023-01-01 | $0 |
| Value of total assets at beginning of year | 2023-01-01 | $1,594,676 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-01-01 | $2,264 |
| Total interest from all sources | 2023-01-01 | $3,430 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-01-01 | $1,420 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-01-01 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2023-01-01 | $1,420 |
| Was this plan covered by a fidelity bond | 2023-01-01 | Yes |
| Value of fidelity bond cover | 2023-01-01 | $25,000,000 |
| If this is an individual account plan, was there a blackout period | 2023-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-01-01 | No |
| Contributions received from participants | 2023-01-01 | $4,735 |
| Participant contributions at end of year | 2023-01-01 | $0 |
| Participant contributions at beginning of year | 2023-01-01 | $21,073 |
| Participant contributions at end of year | 2023-01-01 | $0 |
| Participant contributions at beginning of year | 2023-01-01 | $1,407 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-01-01 | No |
| Value of net income/loss | 2023-01-01 | $-146,382 |
| Value of net assets at end of year (total assets less liabilities) | 2023-01-01 | $0 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-01-01 | $1,594,676 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-01-01 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-01-01 | $0 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-01-01 | $1,388,597 |
| Interest on participant loans | 2023-01-01 | $963 |
| Interest earned on other investments | 2023-01-01 | $2,467 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2023-01-01 | $0 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2023-01-01 | $142,567 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-01-01 | $115,218 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-01-01 | No |
| Has the plan failed to provide any benefit when due under the plan | 2023-01-01 | No |
| Employer contributions (assets) at end of year | 2023-01-01 | $0 |
| Employer contributions (assets) at beginning of year | 2023-01-01 | $41,032 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-01-01 | $268,921 |
| Did the plan have assets held for investment | 2023-01-01 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-01-01 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2023-01-01 | 1 |
| Accountancy firm name | 2023-01-01 | TORRILLO & ASSOCIATES, LLC |
| Accountancy firm EIN | 2023-01-01 | 830414789 |
| 2022 : HMH 401(K) SAVINGS PLAN - SHREWSBURY COLLECTIVELY BARGAINED 2022 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
| Total income from all sources (including contributions) | 2022-12-31 | $-155,619 |
| Total loss/gain on sale of assets | 2022-12-31 | $0 |
| Total of all expenses incurred | 2022-12-31 | $162,274 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $157,507 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $101,217 |
| Value of total assets at end of year | 2022-12-31 | $1,594,676 |
| Value of total assets at beginning of year | 2022-12-31 | $1,912,569 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $4,767 |
| Total interest from all sources | 2022-12-31 | $4,014 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $65,879 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $65,879 |
| Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
| Value of fidelity bond cover | 2022-12-31 | $25,000,000 |
| If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
| Contributions received from participants | 2022-12-31 | $60,185 |
| Participant contributions at end of year | 2022-12-31 | $21,073 |
| Participant contributions at beginning of year | 2022-12-31 | $18,324 |
| Participant contributions at end of year | 2022-12-31 | $1,407 |
| Participant contributions at beginning of year | 2022-12-31 | $3,027 |
| Administrative expenses (other) incurred | 2022-12-31 | $4,767 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Value of net income/loss | 2022-12-31 | $-317,893 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $1,594,676 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $1,912,569 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $1,388,597 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $1,688,623 |
| Interest on participant loans | 2022-12-31 | $1,070 |
| Interest earned on other investments | 2022-12-31 | $2,944 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-12-31 | $142,567 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-12-31 | $145,188 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-326,729 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
| Contributions received in cash from employer | 2022-12-31 | $41,032 |
| Employer contributions (assets) at end of year | 2022-12-31 | $41,032 |
| Employer contributions (assets) at beginning of year | 2022-12-31 | $57,407 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $157,507 |
| Did the plan have assets held for investment | 2022-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
| Accountancy firm name | 2022-12-31 | TORRILLO & ASSOCIATES, LLC |
| Accountancy firm EIN | 2022-12-31 | 830414789 |
| Total unrealized appreciation/depreciation of assets | 2022-01-01 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-01-01 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-01-01 | $0 |
| Total income from all sources (including contributions) | 2022-01-01 | $-155,619 |
| Total loss/gain on sale of assets | 2022-01-01 | $0 |
| Total of all expenses incurred | 2022-01-01 | $162,274 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-01-01 | $157,507 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-01-01 | $101,217 |
| Value of total assets at end of year | 2022-01-01 | $1,594,676 |
| Value of total assets at beginning of year | 2022-01-01 | $1,912,569 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-01-01 | $4,767 |
| Total interest from all sources | 2022-01-01 | $4,014 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-01-01 | $65,879 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-01-01 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2022-01-01 | $65,879 |
| Was this plan covered by a fidelity bond | 2022-01-01 | Yes |
| Value of fidelity bond cover | 2022-01-01 | $25,000,000 |
| If this is an individual account plan, was there a blackout period | 2022-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-01-01 | No |
| Contributions received from participants | 2022-01-01 | $60,185 |
| Participant contributions at end of year | 2022-01-01 | $21,073 |
| Participant contributions at beginning of year | 2022-01-01 | $18,324 |
| Participant contributions at end of year | 2022-01-01 | $1,407 |
| Participant contributions at beginning of year | 2022-01-01 | $3,027 |
| Administrative expenses (other) incurred | 2022-01-01 | $4,767 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-01 | No |
| Value of net income/loss | 2022-01-01 | $-317,893 |
| Value of net assets at end of year (total assets less liabilities) | 2022-01-01 | $1,594,676 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-01-01 | $1,912,569 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-01-01 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-01-01 | $1,388,597 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-01-01 | $1,688,623 |
| Interest on participant loans | 2022-01-01 | $1,070 |
| Interest earned on other investments | 2022-01-01 | $2,944 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-01-01 | $142,567 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-01-01 | $145,188 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-01-01 | $-326,729 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-01-01 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-01-01 | No |
| Contributions received in cash from employer | 2022-01-01 | $41,032 |
| Employer contributions (assets) at end of year | 2022-01-01 | $41,032 |
| Employer contributions (assets) at beginning of year | 2022-01-01 | $57,407 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-01-01 | $157,507 |
| Did the plan have assets held for investment | 2022-01-01 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-01-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-01-01 | 1 |
| Accountancy firm name | 2022-01-01 | TORRILLO & ASSOCIATES, LLC |
| Accountancy firm EIN | 2022-01-01 | 830414789 |
| 2021 : HMH 401(K) SAVINGS PLAN - SHREWSBURY COLLECTIVELY BARGAINED 2021 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
| 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 | $303,181 |
| Total loss/gain on sale of assets | 2021-12-31 | $0 |
| Total of all expenses incurred | 2021-12-31 | $47,114 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $42,421 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $126,707 |
| Value of total assets at end of year | 2021-12-31 | $1,912,569 |
| Value of total assets at beginning of year | 2021-12-31 | $1,656,502 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $4,693 |
| Total interest from all sources | 2021-12-31 | $4,117 |
| Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $47,095 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $47,095 |
| Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
| Value of fidelity bond cover | 2021-12-31 | $25,000,000 |
| If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
| Contributions received from participants | 2021-12-31 | $69,300 |
| Participant contributions at end of year | 2021-12-31 | $18,324 |
| Participant contributions at beginning of year | 2021-12-31 | $22,151 |
| Participant contributions at end of year | 2021-12-31 | $3,027 |
| Participant contributions at beginning of year | 2021-12-31 | $0 |
| Administrative expenses (other) incurred | 2021-12-31 | $4,693 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Value of net income/loss | 2021-12-31 | $256,067 |
| Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $1,912,569 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $1,656,502 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $1,688,623 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $1,440,581 |
| Interest on participant loans | 2021-12-31 | $1,006 |
| Interest earned on other investments | 2021-12-31 | $3,111 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2021-12-31 | $145,188 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2021-12-31 | $131,042 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $125,262 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
| Contributions received in cash from employer | 2021-12-31 | $57,407 |
| Employer contributions (assets) at end of year | 2021-12-31 | $57,407 |
| Employer contributions (assets) at beginning of year | 2021-12-31 | $62,728 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $42,421 |
| Did the plan have assets held for investment | 2021-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
| Accountancy firm name | 2021-12-31 | TORRILLO & ASSOCIATES, LLC |
| Accountancy firm EIN | 2021-12-31 | 830414789 |
| 2020 : HMH 401(K) SAVINGS PLAN - SHREWSBURY COLLECTIVELY BARGAINED 2020 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2020-12-31 | $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 | $335,361 |
| Total loss/gain on sale of assets | 2020-12-31 | $0 |
| Total of all expenses incurred | 2020-12-31 | $65,846 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $60,095 |
| Expenses. Certain deemed distributions of participant loans | 2020-12-31 | $1,337 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $169,600 |
| Value of total assets at end of year | 2020-12-31 | $1,656,502 |
| Value of total assets at beginning of year | 2020-12-31 | $1,386,987 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $4,414 |
| Total interest from all sources | 2020-12-31 | $3,626 |
| Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $32,100 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $32,100 |
| Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
| Value of fidelity bond cover | 2020-12-31 | $25,000,000 |
| If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
| Contributions received from participants | 2020-12-31 | $78,637 |
| Participant contributions at end of year | 2020-12-31 | $22,151 |
| Participant contributions at beginning of year | 2020-12-31 | $25,093 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $28,235 |
| Administrative expenses (other) incurred | 2020-12-31 | $4,414 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Value of net income/loss | 2020-12-31 | $269,515 |
| Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $1,656,502 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $1,386,987 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $1,440,581 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $1,248,931 |
| Interest on participant loans | 2020-12-31 | $1,251 |
| Interest earned on other investments | 2020-12-31 | $2,375 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2020-12-31 | $131,042 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2020-12-31 | $51,845 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $130,035 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
| Contributions received in cash from employer | 2020-12-31 | $62,728 |
| Employer contributions (assets) at end of year | 2020-12-31 | $62,728 |
| Employer contributions (assets) at beginning of year | 2020-12-31 | $61,118 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $60,095 |
| Did the plan have assets held for investment | 2020-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
| Accountancy firm name | 2020-12-31 | TORRILLO & ASSOCIATES, LLC |
| Accountancy firm EIN | 2020-12-31 | 830414789 |
| 2019 : HMH 401(K) SAVINGS PLAN - SHREWSBURY COLLECTIVELY BARGAINED 2019 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 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 income from all sources (including contributions) | 2019-12-31 | $398,078 |
| Total loss/gain on sale of assets | 2019-12-31 | $0 |
| Total of all expenses incurred | 2019-12-31 | $45,905 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $22,000 |
| Expenses. Certain deemed distributions of participant loans | 2019-12-31 | $19,827 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $188,140 |
| Value of total assets at end of year | 2019-12-31 | $1,386,987 |
| Value of total assets at beginning of year | 2019-12-31 | $1,034,814 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $4,078 |
| Total interest from all sources | 2019-12-31 | $2,030 |
| Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $30,421 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $30,421 |
| Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
| Value of fidelity bond cover | 2019-12-31 | $25,000,000 |
| If this is an individual account plan, was there a blackout period | 2019-12-31 | Yes |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
| Contributions received from participants | 2019-12-31 | $70,151 |
| Participant contributions at end of year | 2019-12-31 | $25,093 |
| Participant contributions at beginning of year | 2019-12-31 | $56,944 |
| Other income not declared elsewhere | 2019-12-31 | $0 |
| Administrative expenses (other) incurred | 2019-12-31 | $4,078 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Value of net income/loss | 2019-12-31 | $352,173 |
| Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $1,386,987 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $1,034,814 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $1,248,931 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $931,991 |
| Interest on participant loans | 2019-12-31 | $1,833 |
| Interest earned on other investments | 2019-12-31 | $197 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $51,845 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $45,879 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $177,487 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
| Contributions received in cash from employer | 2019-12-31 | $117,989 |
| Employer contributions (assets) at end of year | 2019-12-31 | $61,118 |
| Employer contributions (assets) at beginning of year | 2019-12-31 | $0 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $22,000 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2019-12-31 | Yes |
| Did the plan have assets held for investment | 2019-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
| Accountancy firm name | 2019-12-31 | TORRILLO & ASSOCIATES, LLC |
| Accountancy firm EIN | 2019-12-31 | 830414789 |
