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THE H & K GROUP 401(K) PLAN 401k Plan overview

Plan NameTHE H & K GROUP 401(K) PLAN
Plan identification number 001

THE H & K GROUP 401(K) 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.
  • 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.
  • 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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

HAINES & KIBBLEHOUSE INC. has sponsored the creation of one or more 401k plans.

Company Name:HAINES & KIBBLEHOUSE INC.
Employer identification number (EIN):231699847
NAIC Classification:237310
NAIC Description:Highway, Street, and Bridge Construction

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE H & K GROUP 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012018-01-01
0012017-01-01
0012017-01-01
0012016-01-01 STEPHEN M. NELSON2020-06-19
0012016-01-01 STEPHEN M. NELSON2020-06-12
0012015-01-01C ROBERT BOWERS C ROBERT BOWERS2016-10-13
0012014-01-01CHARLES BOWERS
0012013-01-01CHARLES BOWERS
0012012-11-01CHARLES BOWERS
0012011-11-01CHARLES BOWERS
0012009-11-01BOB BOWERS
0012009-11-01H CHRISTIAN BUDENZ H. CHRISTIAN BUDENZ2011-08-15
0012009-11-01H CHRISTIAN BUDENZ H CHRISTIAN BUDENZ2011-08-12
0012009-11-01H CHRISTIAN BUDENZ H CHRISTIAN BUDENZ2011-08-12
0012008-11-01BOB BOWERS
0012008-11-01
0012007-11-01BOB BOWERS

Plan Statistics for THE H & K GROUP 401(K) PLAN

401k plan membership statisitcs for THE H & K GROUP 401(K) PLAN

Measure Date Value
2022: THE H & K GROUP 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-012,050
Total number of active participants reported on line 7a of the Form 55002022-01-011,641
Number of retired or separated participants receiving benefits2022-01-0125
Number of other retired or separated participants entitled to future benefits2022-01-01373
Total of all active and inactive participants2022-01-012,039
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0110
Total participants2022-01-012,049
Number of participants with account balances2022-01-011,888
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-01150
2021: THE H & K GROUP 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-012,024
Total number of active participants reported on line 7a of the Form 55002021-01-011,655
Number of retired or separated participants receiving benefits2021-01-0130
Number of other retired or separated participants entitled to future benefits2021-01-01357
Total of all active and inactive participants2021-01-012,042
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-018
Total participants2021-01-012,050
Number of participants with account balances2021-01-011,876
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-01125
2020: THE H & K GROUP 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,999
Total number of active participants reported on line 7a of the Form 55002020-01-011,646
Number of retired or separated participants receiving benefits2020-01-0121
Number of other retired or separated participants entitled to future benefits2020-01-01347
Total of all active and inactive participants2020-01-012,014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0110
Total participants2020-01-012,024
Number of participants with account balances2020-01-011,880
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-01112
2019: THE H & K GROUP 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-012,583
Total number of active participants reported on line 7a of the Form 55002019-01-011,592
Number of retired or separated participants receiving benefits2019-01-0127
Number of other retired or separated participants entitled to future benefits2019-01-01372
Total of all active and inactive participants2019-01-011,991
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-018
Total participants2019-01-011,999
Number of participants with account balances2019-01-011,876
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-01134
2018: THE H & K GROUP 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-012,547
Total number of active participants reported on line 7a of the Form 55002018-01-012,263
Number of retired or separated participants receiving benefits2018-01-0118
Number of other retired or separated participants entitled to future benefits2018-01-01293
Total of all active and inactive participants2018-01-012,574
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-019
Total participants2018-01-012,583
Number of participants with account balances2018-01-012,089
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-01128
2017: THE H & K GROUP 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-012,392
Total number of active participants reported on line 7a of the Form 55002017-01-012,229
Number of retired or separated participants receiving benefits2017-01-0115
Number of other retired or separated participants entitled to future benefits2017-01-01297
Total of all active and inactive participants2017-01-012,541
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-016
Total participants2017-01-012,547
Number of participants with account balances2017-01-012,104
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0166
2016: THE H & K GROUP 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-012,359
Total number of active participants reported on line 7a of the Form 55002016-01-012,084
Number of retired or separated participants receiving benefits2016-01-0118
Number of other retired or separated participants entitled to future benefits2016-01-01286
Total of all active and inactive participants2016-01-012,388
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-014
Total participants2016-01-012,392
Number of participants with account balances2016-01-012,053
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0165
2015: THE H & K GROUP 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-012,127
Total number of active participants reported on line 7a of the Form 55002015-01-011,639
Number of retired or separated participants receiving benefits2015-01-0120
Number of other retired or separated participants entitled to future benefits2015-01-01699
Total of all active and inactive participants2015-01-012,358
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-012,359
Number of participants with account balances2015-01-012,276
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0157
2014: THE H & K GROUP 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-012,738
Total number of active participants reported on line 7a of the Form 55002014-01-011,616
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01509
Total of all active and inactive participants2014-01-012,125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-012
Total participants2014-01-012,127
Number of participants with account balances2014-01-011,962
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0111
2013: THE H & K GROUP 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-012,611
Total number of active participants reported on line 7a of the Form 55002013-01-011,796
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01941
Total of all active and inactive participants2013-01-012,737
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-012,738
Number of participants with account balances2013-01-012,440
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0140
2012: THE H & K GROUP 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-11-012,661
Total number of active participants reported on line 7a of the Form 55002012-11-012,098
Number of retired or separated participants receiving benefits2012-11-010
Number of other retired or separated participants entitled to future benefits2012-11-01512
Total of all active and inactive participants2012-11-012,610
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-11-011
Total participants2012-11-012,611
Number of participants with account balances2012-11-012,438
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-11-012
2011: THE H & K GROUP 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-11-012,931
Total number of active participants reported on line 7a of the Form 55002011-11-012,057
Number of retired or separated participants receiving benefits2011-11-010
Number of other retired or separated participants entitled to future benefits2011-11-01603
Total of all active and inactive participants2011-11-012,660
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-11-011
Total participants2011-11-012,661
Number of participants with account balances2011-11-012,591
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-11-0118
2009: THE H & K GROUP 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-11-013,024
Total number of active participants reported on line 7a of the Form 55002009-11-013,398
Number of retired or separated participants receiving benefits2009-11-010
Number of other retired or separated participants entitled to future benefits2009-11-01703
Total of all active and inactive participants2009-11-014,101
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-11-015
Total participants2009-11-014,106
Number of participants with account balances2009-11-012,651
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-11-01200
2008: THE H & K GROUP 401(K) PLAN 2008 401k membership
Total participants, beginning-of-year2008-11-013,229
Total number of active participants reported on line 7a of the Form 55002008-11-012,372
Number of retired or separated participants receiving benefits2008-11-010
Number of other retired or separated participants entitled to future benefits2008-11-01641
Total of all active and inactive participants2008-11-013,013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2008-11-0111
Total participants2008-11-013,024
Number of participants with account balances2008-11-012,556
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2008-11-01107
Number of employers contributing to the scheme2008-11-01167
2007: THE H & K GROUP 401(K) PLAN 2007 401k membership
Total participants, beginning-of-year2007-11-013,229
Total number of active participants reported on line 7a of the Form 55002007-11-013,258
Number of retired or separated participants receiving benefits2007-11-010
Number of other retired or separated participants entitled to future benefits2007-11-01522
Total of all active and inactive participants2007-11-013,780
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2007-11-010
Total participants2007-11-013,780
Number of participants with account balances2007-11-012,462
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2007-11-01163
Number of employers contributing to the scheme2007-11-01233

Financial Data on THE H & K GROUP 401(K) PLAN

Measure Date Value
2022 : THE H & K GROUP 401(K) 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-17,756,294
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$12,734,407
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$12,581,147
Expenses. Certain deemed distributions of participant loans2022-12-31$17,610
Value of total corrective distributions2022-12-31$7,391
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$8,023,549
Value of total assets at end of year2022-12-31$122,308,091
Value of total assets at beginning of year2022-12-31$152,798,792
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$128,259
Total interest from all sources2022-12-31$89,929
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$3,205,165
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$3,205,165
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
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$6,009,845
Participant contributions at end of year2022-12-31$2,208,271
Participant contributions at beginning of year2022-12-31$1,851,599
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$169,811
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$315
Other income not declared elsewhere2022-12-31$130,601
Administrative expenses (other) incurred2022-12-31$128,259
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-30,490,701
Value of net assets at end of year (total assets less liabilities)2022-12-31$122,308,091
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$152,798,792
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$105,166,165
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$135,946,319
Value of interest in pooled separate accounts at end of year2022-12-31$14,933,655
Value of interest in pooled separate accounts at beginning of year2022-12-31$15,000,874
Interest on participant loans2022-12-31$89,929
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-29,694,385
Net investment gain/loss from pooled separate accounts2022-12-31$488,847
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 contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$1,843,893
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$12,580,832
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 name2022-12-31TORRILLO & ASSOCIATES, LLC
Accountancy firm EIN2022-12-31830414789
2021 : THE H & K GROUP 401(K) 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$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$27,821,898
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$11,301,607
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$11,074,875
Expenses. Certain deemed distributions of participant loans2021-12-31$63,919
Value of total corrective distributions2021-12-31$47,933
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$8,391,410
Value of total assets at end of year2021-12-31$152,798,792
Value of total assets at beginning of year2021-12-31$136,278,501
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$114,880
Total interest from all sources2021-12-31$86,336
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$11,099,065
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$11,099,065
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$5,913,025
Participant contributions at end of year2021-12-31$1,851,599
Participant contributions at beginning of year2021-12-31$1,736,658
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$386,646
Other income not declared elsewhere2021-12-31$144,119
Administrative expenses (other) incurred2021-12-31$114,880
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$16,520,291
Value of net assets at end of year (total assets less liabilities)2021-12-31$152,798,792
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$136,278,501
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$135,946,319
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$122,851,905
Value of interest in pooled separate accounts at end of year2021-12-31$15,000,874
Value of interest in pooled separate accounts at beginning of year2021-12-31$11,689,938
Interest on participant loans2021-12-31$86,336
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$7,715,870
Net investment gain/loss from pooled separate accounts2021-12-31$385,098
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 contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$2,091,739
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$11,074,875
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 name2021-12-31TORRILLO & ASSOCIATES, LLC
Accountancy firm EIN2021-12-31830414789
2020 : THE H & K GROUP 401(K) 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$28,426,036
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$9,386,317
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$9,208,525
Expenses. Certain deemed distributions of participant loans2020-12-31$20,816
Value of total corrective distributions2020-12-31$55,721
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$8,239,426
Value of total assets at end of year2020-12-31$136,278,501
Value of total assets at beginning of year2020-12-31$117,238,782
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$101,255
Total interest from all sources2020-12-31$99,257
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$3,614,227
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$3,614,227
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
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$5,650,802
Participant contributions at end of year2020-12-31$1,736,658
Participant contributions at beginning of year2020-12-31$1,820,367
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$536,224
Other income not declared elsewhere2020-12-31$110,786
Administrative expenses (other) incurred2020-12-31$101,255
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$19,039,719
Value of net assets at end of year (total assets less liabilities)2020-12-31$136,278,501
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$117,238,782
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$122,851,905
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$106,032,062
Value of interest in pooled separate accounts at end of year2020-12-31$11,689,938
Value of interest in pooled separate accounts at beginning of year2020-12-31$9,386,353
Interest on participant loans2020-12-31$99,257
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$16,039,057
Net investment gain/loss from pooled separate accounts2020-12-31$323,283
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 contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$2,052,400
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$9,208,525
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 plan2020-12-31Unqualified
Accountancy firm name2020-12-31TORRILLO & ASSOCIATES, LLC
Accountancy firm EIN2020-12-31830414789
2019 : THE H & K GROUP 401(K) 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 income from all sources (including contributions)2019-12-31$29,764,898
Total income from all sources (including contributions)2019-12-31$29,764,898
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$8,638,921
Total of all expenses incurred2019-12-31$8,638,921
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$8,519,579
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$8,519,579
Expenses. Certain deemed distributions of participant loans2019-12-31$256
Expenses. Certain deemed distributions of participant loans2019-12-31$256
Value of total corrective distributions2019-12-31$21,347
Value of total corrective distributions2019-12-31$21,347
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$7,409,937
Value of total assets at end of year2019-12-31$117,238,782
Value of total assets at end of year2019-12-31$117,238,782
Value of total assets at beginning of year2019-12-31$96,112,805
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$97,739
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$97,739
Total interest from all sources2019-12-31$90,663
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$2,682,595
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$2,682,595
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$2,682,595
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
Value of fidelity bond cover2019-12-31$1,000,000
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
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$5,003,781
Participant contributions at end of year2019-12-31$1,820,367
Participant contributions at beginning of year2019-12-31$1,572,590
Participant contributions at beginning of year2019-12-31$1,572,590
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$550,310
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$737
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$737
Other income not declared elsewhere2019-12-31$105,462
Other income not declared elsewhere2019-12-31$105,462
Administrative expenses (other) incurred2019-12-31$97,739
Administrative expenses (other) incurred2019-12-31$97,739
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$21,125,977
Value of net income/loss2019-12-31$21,125,977
Value of net assets at end of year (total assets less liabilities)2019-12-31$117,238,782
Value of net assets at end of year (total assets less liabilities)2019-12-31$117,238,782
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$96,112,805
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$96,112,805
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 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$106,032,062
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$85,221,695
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$85,221,695
Value of interest in pooled separate accounts at end of year2019-12-31$9,386,353
Value of interest in pooled separate accounts at end of year2019-12-31$9,386,353
Value of interest in pooled separate accounts at beginning of year2019-12-31$9,318,520
Value of interest in pooled separate accounts at beginning of year2019-12-31$9,318,520
Interest on participant loans2019-12-31$90,663
Interest on participant loans2019-12-31$90,663
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$19,197,563
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$19,197,563
Net investment gain/loss from pooled separate accounts2019-12-31$278,678
Net investment gain/loss from pooled separate accounts2019-12-31$278,678
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
Contributions received in cash from employer2019-12-31$1,855,846
Contributions received in cash from employer2019-12-31$1,855,846
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$8,518,842
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$8,518,842
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 name2019-12-31TORRILLO & ASSOCIATES, LLC
Accountancy firm name2019-12-31TORRILLO & ASSOCIATES, LLC
Accountancy firm EIN2019-12-31830414789
Accountancy firm EIN2019-12-31830414789
2018 : THE H & K GROUP 401(K) 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$2,539,693
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$6,182,684
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$5,979,937
Expenses. Certain deemed distributions of participant loans2018-12-31$32,531
Value of total corrective distributions2018-12-31$27,924
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$6,515,038
Value of total assets at end of year2018-12-31$96,112,805
Value of total assets at beginning of year2018-12-31$99,755,796
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$142,292
Total interest from all sources2018-12-31$74,832
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$3,743,136
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$3,743,136
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$4,530,582
Participant contributions at end of year2018-12-31$1,572,590
Participant contributions at beginning of year2018-12-31$1,584,551
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$279,269
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$1,811
Other income not declared elsewhere2018-12-31$99,678
Administrative expenses (other) incurred2018-12-31$142,292
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-3,642,991
Value of net assets at end of year (total assets less liabilities)2018-12-31$96,112,805
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$99,755,796
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$85,221,695
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$89,207,928
Value of interest in pooled separate accounts at end of year2018-12-31$9,318,520
Value of interest in pooled separate accounts at beginning of year2018-12-31$8,963,317
Interest on participant loans2018-12-31$74,832
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-8,168,581
Net investment gain/loss from pooled separate accounts2018-12-31$275,590
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 contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$1,705,187
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$5,978,126
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 name2018-12-31TORILLO & ASSOCIATES, LLC
Accountancy firm EIN2018-12-31830414789
2017 : THE H & K GROUP 401(K) 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$20,622,447
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$4,592,670
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$4,471,109
Expenses. Certain deemed distributions of participant loans2017-12-31$36,955
Value of total corrective distributions2017-12-31$21,460
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$5,067,851
Value of total assets at end of year2017-12-31$99,755,796
Value of total assets at beginning of year2017-12-31$83,726,019
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$63,146
Total interest from all sources2017-12-31$65,354
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$2,285,585
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$2,285,585
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$3,936,507
Participant contributions at end of year2017-12-31$1,584,551
Participant contributions at beginning of year2017-12-31$1,549,650
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$362,945
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$1,176
Other income not declared elsewhere2017-12-31$91,931
Administrative expenses (other) incurred2017-12-31$63,146
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$16,029,777
Value of net assets at end of year (total assets less liabilities)2017-12-31$99,755,796
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$83,726,019
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$89,207,928
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$73,828,210
Value of interest in pooled separate accounts at end of year2017-12-31$8,963,317
Value of interest in pooled separate accounts at beginning of year2017-12-31$8,348,159
Interest on participant loans2017-12-31$65,354
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$12,887,193
Net investment gain/loss from pooled separate accounts2017-12-31$224,533
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 contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$768,399
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$4,469,933
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 name2017-12-31TORRILLO & ASSOCIATES, LLC
Accountancy firm EIN2017-12-31830414789
2016 : THE H & K GROUP 401(K) 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$282,410
Total income from all sources (including contributions)2016-12-31$9,977,662
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$5,519,978
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$5,285,688
Expenses. Certain deemed distributions of participant loans2016-12-31$92,492
Value of total corrective distributions2016-12-31$7,973
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$4,491,299
Value of total assets at end of year2016-12-31$83,726,019
Value of total assets at beginning of year2016-12-31$79,550,745
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$133,825
Total interest from all sources2016-12-31$65,324
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$1,626,271
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$1,626,271
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$3,674,453
Participant contributions at end of year2016-12-31$1,549,650
Participant contributions at beginning of year2016-12-31$1,844,442
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$101,719
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-12-31$789
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$0
Other income not declared elsewhere2016-12-31$85,013
Administrative expenses (other) incurred2016-12-31$133,825
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$4,457,684
Value of net assets at end of year (total assets less liabilities)2016-12-31$83,726,019
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$79,268,335
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$73,828,210
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$69,272,596
Value of interest in pooled separate accounts at end of year2016-12-31$8,348,159
Value of interest in pooled separate accounts at beginning of year2016-12-31$8,433,707
Interest on participant loans2016-12-31$65,324
Value of interest in common/collective trusts at beginning of year2016-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$3,531,876
Net investment gain/loss from pooled separate accounts2016-12-31$177,879
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 contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$715,127
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$5,284,899
Liabilities. Value of benefit claims payable at end of year2016-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$282,410
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 name2016-12-31TORRILLO & ASSOCIATES, LLC
Accountancy firm EIN2016-12-31830414789
2015 : THE H & K GROUP 401(K) 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$282,410
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$377,861
Total income from all sources (including contributions)2015-12-31$5,556,531
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$5,346,498
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$5,168,315
Expenses. Certain deemed distributions of participant loans2015-12-31$79,227
Value of total corrective distributions2015-12-31$12,564
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$4,441,748
Value of total assets at end of year2015-12-31$79,550,745
Value of total assets at beginning of year2015-12-31$79,436,163
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$86,392
Total interest from all sources2015-12-31$71,920
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$2,294,012
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$2,294,012
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$3,553,123
Participant contributions at end of year2015-12-31$1,844,442
Participant contributions at beginning of year2015-12-31$1,846,003
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$346,768
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$4,564
Other income not declared elsewhere2015-12-31$79,898
Administrative expenses (other) incurred2015-12-31$86,392
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$210,033
Value of net assets at end of year (total assets less liabilities)2015-12-31$79,268,335
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$79,058,302
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$69,272,596
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$73,089,801
Value of interest in pooled separate accounts at end of year2015-12-31$8,433,707
Interest on participant loans2015-12-31$71,920
Value of interest in common/collective trusts at end of year2015-12-31$0
Value of interest in common/collective trusts at beginning of year2015-12-31$4,495,795
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-1,530,400
Net investment gain/loss from pooled separate accounts2015-12-31$199,353
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$541,857
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$5,168,315
Liabilities. Value of benefit claims payable at end of year2015-12-31$282,410
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$377,861
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 name2015-12-31PRITCHARD, BIELER, GRUVER & WILSON
Accountancy firm EIN2015-12-31233019016
2014 : THE H & K GROUP 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$377,861
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$374,344
Total income from all sources (including contributions)2014-12-31$8,832,310
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$9,297,171
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$9,225,471
Value of total corrective distributions2014-12-31$14,851
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$3,534,363
Value of total assets at end of year2014-12-31$79,436,163
Value of total assets at beginning of year2014-12-31$79,897,507
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$56,849
Total interest from all sources2014-12-31$70,943
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$4,953,397
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$4,953,397
Administrative expenses professional fees incurred2014-12-31$56,849
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
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$3,321,744
Participant contributions at end of year2014-12-31$1,846,003
Participant contributions at beginning of year2014-12-31$1,944,994
Participant contributions at beginning of year2014-12-31$54,384
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$212,619
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-12-31$28,758
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$4,564
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$46,542
Other income not declared elsewhere2014-12-31$165,953
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-464,861
Value of net assets at end of year (total assets less liabilities)2014-12-31$79,058,302
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$79,523,163
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$73,089,801
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$72,909,637
Interest on participant loans2014-12-31$70,943
Value of interest in common/collective trusts at end of year2014-12-31$4,495,795
Value of interest in common/collective trusts at beginning of year2014-12-31$4,875,674
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$7,349
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$62,695
Net investment gain or loss from common/collective trusts2014-12-31$44,959
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Employer contributions (assets) at beginning of year2014-12-31$58,927
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$9,196,713
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
Liabilities. Value of benefit claims payable at end of year2014-12-31$377,861
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$374,344
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 name2014-12-31PRITCHARD, BIELER, GRUVER& WILLISON
Accountancy firm EIN2014-12-31233019016
2013 : THE H & K GROUP 401(K) 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$374,344
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$17,884,551
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$10,519,147
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$10,486,623
Value of total corrective distributions2013-12-31$9,007
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$3,759,525
Value of total assets at end of year2013-12-31$79,897,507
Value of total assets at beginning of year2013-12-31$72,157,759
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$23,517
Total interest from all sources2013-12-31$72,399
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$2,830,235
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$2,830,235
Administrative expenses professional fees incurred2013-12-31$23,517
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
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$3,179,344
Participant contributions at end of year2013-12-31$1,944,994
Participant contributions at beginning of year2013-12-31$2,249,038
Participant contributions at end of year2013-12-31$54,384
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$580,181
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$46,542
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$14,023
Other income not declared elsewhere2013-12-31$104,360
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$7,365,404
Value of net assets at end of year (total assets less liabilities)2013-12-31$79,523,163
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$72,157,759
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$72,909,637
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$64,475,320
Interest on participant loans2013-12-31$72,399
Value of interest in common/collective trusts at end of year2013-12-31$4,875,674
Value of interest in common/collective trusts at beginning of year2013-12-31$5,341,047
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$7,349
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$7,453
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$446
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$11,060,027
Net investment gain or loss from common/collective trusts2013-12-31$58,005
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31Yes
Employer contributions (assets) at end of year2013-12-31$58,927
Employer contributions (assets) at beginning of year2013-12-31$70,878
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$10,486,177
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
Liabilities. Value of benefit claims payable at end of year2013-12-31$374,344
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 name2013-12-31PRITCHARD, BIELER, GRUVER& WILLISON
Accountancy firm EIN2013-12-31233019016
2012 : THE H & K GROUP 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
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$2,137,006
Total loss/gain on sale of assets2012-12-31$-6,399
Total of all expenses incurred2012-12-31$1,622,669
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,588,757
Value of total corrective distributions2012-12-31$389
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$580,759
Value of total assets at end of year2012-12-31$72,157,759
Value of total assets at beginning of year2012-12-31$71,643,422
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$33,523
Total interest from all sources2012-12-31$14,104
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$1,905,675
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$1,905,675
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
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$579,706
Participant contributions at end of year2012-12-31$2,249,038
Participant contributions at beginning of year2012-12-31$2,314,417
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$1,053
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$14,023
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$14,023
Other income not declared elsewhere2012-12-31$16,747
Administrative expenses (other) incurred2012-12-31$33,523
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$514,337
Value of net assets at end of year (total assets less liabilities)2012-12-31$72,157,759
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$71,643,422
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$64,475,320
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$63,875,349
Interest on participant loans2012-12-31$14,104
Value of interest in common/collective trusts at end of year2012-12-31$5,341,047
Value of interest in common/collective trusts at beginning of year2012-12-31$5,361,302
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$7,453
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$7,453
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$-385,705
Net investment gain or loss from common/collective trusts2012-12-31$11,825
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
Employer contributions (assets) at end of year2012-12-31$70,878
Employer contributions (assets) at beginning of year2012-12-31$70,878
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,588,757
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
Aggregate proceeds on sale of assets2012-12-31$2,677,125
Aggregate carrying amount (costs) on sale of assets2012-12-31$2,683,524
Total unrealized appreciation/depreciation of assets2012-10-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-10-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-10-31$0
Total income from all sources (including contributions)2012-10-31$10,295,254
Total loss/gain on sale of assets2012-10-31$0
Total of all expenses incurred2012-10-31$9,836,492
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-10-31$9,689,249
Value of total corrective distributions2012-10-31$53,461
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-10-31$3,741,306
Value of total assets at end of year2012-10-31$71,643,422
Value of total assets at beginning of year2012-10-31$71,184,660
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-10-31$93,782
Total interest from all sources2012-10-31$92,730
Total dividends received (eg from common stock, registered investment company shares)2012-10-31$1,322,220
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-10-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-10-31$1,322,220
Was this plan covered by a fidelity bond2012-10-31Yes
Value of fidelity bond cover2012-10-31$1,000,000
If this is an individual account plan, was there a blackout period2012-10-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-10-31$0
Were there any nonexempt tranactions with any party-in-interest2012-10-31No
Contributions received from participants2012-10-31$3,740,802
Participant contributions at end of year2012-10-31$2,314,417
Participant contributions at beginning of year2012-10-31$2,435,090
Income. Received or receivable in cash from other sources (including rollovers)2012-10-31$504
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-10-31$14,023
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-10-31$11,864
Other income not declared elsewhere2012-10-31$80,080
Administrative expenses (other) incurred2012-10-31$93,782
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-10-31No
Value of net income/loss2012-10-31$458,762
Value of net assets at end of year (total assets less liabilities)2012-10-31$71,643,422
Value of net assets at beginning of year (total assets less liabilities)2012-10-31$71,184,660
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-10-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-10-31No
Were any leases to which the plan was party in default or uncollectible2012-10-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-10-31$63,875,349
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-10-31$62,623,151
Interest on participant loans2012-10-31$92,730
Value of interest in common/collective trusts at end of year2012-10-31$5,361,302
Value of interest in common/collective trusts at beginning of year2012-10-31$6,036,006
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-10-31$7,453
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-10-31$7,671
Expenses. Payments to insurance carriers foe the provision of benefits2012-10-31$446
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-10-31$4,966,813
Net investment gain or loss from common/collective trusts2012-10-31$92,105
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-10-31No
Was there a failure to transmit to the plan any participant contributions2012-10-31No
Has the plan failed to provide any benefit when due under the plan2012-10-31No
Employer contributions (assets) at end of year2012-10-31$70,878
Employer contributions (assets) at beginning of year2012-10-31$70,878
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-10-31$9,688,803
Did the plan have assets held for investment2012-10-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-10-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-10-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-10-31Yes
Opinion of an independent qualified public accountant for this plan2012-10-31Disclaimer
Accountancy firm name2012-10-31PRITCHARD, BIELER, GRUVER& WILLISON
Accountancy firm EIN2012-10-31233019016
2011 : THE H & K GROUP 401(K) PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-10-31$-14,551
Total unrealized appreciation/depreciation of assets2011-10-31$-14,551
Total transfer of assets to this plan2011-10-31$16,328
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-10-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-10-31$0
Total income from all sources (including contributions)2011-10-31$7,447,201
Total loss/gain on sale of assets2011-10-31$235,998
Total of all expenses incurred2011-10-31$4,507,626
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-10-31$4,483,094
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-10-31$5,614,290
Value of total assets at end of year2011-10-31$71,184,660
Value of total assets at beginning of year2011-10-31$68,228,757
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-10-31$24,532
Total interest from all sources2011-10-31$101,993
Total dividends received (eg from common stock, registered investment company shares)2011-10-31$1,190,272
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-10-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-10-31$1,190,272
Was this plan covered by a fidelity bond2011-10-31Yes
Value of fidelity bond cover2011-10-31$1,000,000
If this is an individual account plan, was there a blackout period2011-10-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-10-31$0
Were there any nonexempt tranactions with any party-in-interest2011-10-31No
Contributions received from participants2011-10-31$4,351,625
Participant contributions at end of year2011-10-31$2,435,090
Participant contributions at beginning of year2011-10-31$2,200,646
Participant contributions at beginning of year2011-10-31$91,235
Income. Received or receivable in cash from other sources (including rollovers)2011-10-31$184,100
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-10-31$11,864
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-10-31$9,966
Other income not declared elsewhere2011-10-31$59,465
Administrative expenses (other) incurred2011-10-31$24,532
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-10-31No
Value of net income/loss2011-10-31$2,939,575
Value of net assets at end of year (total assets less liabilities)2011-10-31$71,184,660
Value of net assets at beginning of year (total assets less liabilities)2011-10-31$68,228,757
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-10-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-10-31No
Were any leases to which the plan was party in default or uncollectible2011-10-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-10-31$62,623,151
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-10-31$57,442,786
Interest on participant loans2011-10-31$101,993
Value of interest in common/collective trusts at end of year2011-10-31$6,036,006
Value of interest in common/collective trusts at beginning of year2011-10-31$8,397,480
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-10-31$7,671
Expenses. Payments to insurance carriers foe the provision of benefits2011-10-31$446
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-10-31$156,976
Net investment gain or loss from common/collective trusts2011-10-31$102,758
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-10-31No
Was there a failure to transmit to the plan any participant contributions2011-10-31No
Has the plan failed to provide any benefit when due under the plan2011-10-31No
Contributions received in cash from employer2011-10-31$1,078,565
Employer contributions (assets) at end of year2011-10-31$70,878
Employer contributions (assets) at beginning of year2011-10-31$86,644
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-10-31$4,482,648
Did the plan have assets held for investment2011-10-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-10-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-10-31No
Aggregate proceeds on sale of assets2011-10-31$12,769,260
Aggregate carrying amount (costs) on sale of assets2011-10-31$12,533,262
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-10-31Yes
Opinion of an independent qualified public accountant for this plan2011-10-31Disclaimer
Accountancy firm name2011-10-31PRITCHARD,BIELER,GRUVER & WILLISON
Accountancy firm EIN2011-10-31233019016
2009 : THE H & K GROUP 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-10-31$0
2008 : THE H & K GROUP 401(K) PLAN 2008 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2008-10-31$0

Form 5500 Responses for THE H & K GROUP 401(K) PLAN

2022: THE H & K GROUP 401(K) 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 & K GROUP 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedYes
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 & K GROUP 401(K) 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 & K GROUP 401(K) 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 & K GROUP 401(K) 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 & K GROUP 401(K) 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 & K GROUP 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedYes
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 & K GROUP 401(K) 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 – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: THE H & K GROUP 401(K) 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 – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: THE H & K GROUP 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entityMulitple 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 – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: THE H & K GROUP 401(K) PLAN 2012 form 5500 responses
2012-11-01Type of plan entitySingle employer plan
2012-11-01Submission has been amendedYes
2012-11-01This submission is the final filingNo
2012-11-01This return/report is a short plan year return/report (less than 12 months)Yes
2012-11-01Plan is a collectively bargained planNo
2012-11-01Plan funding arrangement – InsuranceYes
2012-11-01Plan funding arrangement – TrustYes
2012-11-01Plan benefit arrangement – InsuranceYes
2012-11-01Plan benefit arrangement - TrustYes
2011: THE H & K GROUP 401(K) PLAN 2011 form 5500 responses
2011-11-01Type of plan entitySingle employer plan
2011-11-01Submission has been amendedNo
2011-11-01This submission is the final filingNo
2011-11-01This return/report is a short plan year return/report (less than 12 months)No
2011-11-01Plan is a collectively bargained planNo
2011-11-01Plan funding arrangement – InsuranceYes
2011-11-01Plan funding arrangement – TrustYes
2011-11-01Plan benefit arrangement – InsuranceYes
2011-11-01Plan benefit arrangement - TrustYes
2009: THE H & K GROUP 401(K) PLAN 2009 form 5500 responses
2009-11-01Type of plan entitySingle employer plan
2009-11-01Submission has been amendedYes
2009-11-01This submission is the final filingNo
2009-11-01This return/report is a short plan year return/report (less than 12 months)No
2009-11-01Plan is a collectively bargained planNo
2009-11-01Plan funding arrangement – InsuranceYes
2009-11-01Plan funding arrangement – TrustYes
2009-11-01Plan benefit arrangement – InsuranceYes
2009-11-01Plan benefit arrangement - TrustYes
2008: THE H & K GROUP 401(K) PLAN 2008 form 5500 responses
2008-11-01Type of plan entitySingle employer plan
2008-11-01Submission has been amendedYes
2008-11-01This submission is the final filingNo
2008-11-01This return/report is a short plan year return/report (less than 12 months)No
2008-11-01Plan is a collectively bargained planNo
2008-11-01Plan funding arrangement – InsuranceYes
2008-11-01Plan funding arrangement – TrustYes
2008-11-01Plan benefit arrangement – InsuranceYes
2008-11-01Plan benefit arrangement - TrustYes
2007: THE H & K GROUP 401(K) PLAN 2007 form 5500 responses
2007-11-01Type of plan entitySingle employer plan
2007-11-01Submission has been amendedYes
2007-11-01This submission is the final filingNo
2007-11-01This return/report is a short plan year return/report (less than 12 months)No
2007-11-01Plan is a collectively bargained planNo
2007-11-01Plan funding arrangement – InsuranceYes
2007-11-01Plan funding arrangement – TrustYes
2007-11-01Plan benefit arrangement – InsuranceYes
2007-11-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberSGIC 21037
Policy instance 1
Insurance contract or identification numberSGIC 21037
Number of Individuals Covered300
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
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 Administration0
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?Yes
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
Insurance broker organization code?3
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberSGIC 21037
Policy instance 1
Insurance contract or identification numberSGIC 21037
Number of Individuals Covered327
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 Administration0
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?Yes
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
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberSGIC 21037
Policy instance 1
Insurance contract or identification numberSGIC 21037
Number of Individuals Covered345
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 Administration0
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?Yes
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
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberSGIC 20137
Policy instance 1
Insurance contract or identification numberSGIC 20137
Number of Individuals Covered367
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 Administration0
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?Yes
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
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberSGIC 20137
Policy instance 1
Insurance contract or identification numberSGIC 20137
Number of Individuals Covered397
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 Administration0
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?Yes
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
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberSGIC 20137
Policy instance 1
Insurance contract or identification numberSGIC 20137
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 Administration0
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?Yes
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
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberSGIC 20137
Policy instance 1
Insurance contract or identification numberSGIC 20137
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
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?No
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 Administration0
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?Yes
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
LINCOLN LIFE AND ANNUITY CO OF NY (National Association of Insurance Commissioners NAIC id number: 62057 )
Policy contract numberE0005038600000
Policy instance 1
Insurance contract or identification numberE0005038600000
Number of Individuals Covered0
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
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?Yes
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 Administration0
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
LINCOLN LIFE AND ANNUITY CO OF NY (National Association of Insurance Commissioners NAIC id number: 62057 )
Policy contract numberE0005038600000
Policy instance 1
Insurance contract or identification numberE0005038600000
Number of Individuals Covered1
Insurance policy start date2013-03-01
Insurance policy end date2014-02-28
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?Yes
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 Administration0
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
LINCOLN LIFE AND ANNUITY CO OF NY (National Association of Insurance Commissioners NAIC id number: 62057 )
Policy contract numberE0005038600000
Policy instance 1
Insurance contract or identification numberE0005038600000
Number of Individuals Covered1
Insurance policy start date2012-03-01
Insurance policy end date2013-02-28
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?No
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 Administration0
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
LINCOLN LIFE AND ANNUITY CO OF NY (National Association of Insurance Commissioners NAIC id number: 62057 )
Policy contract numberE0005038600000
Policy instance 1
Insurance contract or identification numberE0005038600000
Number of Individuals Covered1
Insurance policy start date2012-03-01
Insurance policy end date2013-02-28
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?No
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 Administration0
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
LINCOLN LIFE AND ANNUITY CO OF NY (National Association of Insurance Commissioners NAIC id number: 62057 )
Policy contract numberE0005038600000
Policy instance 1
Insurance contract or identification numberE0005038600000
Number of Individuals Covered1
Insurance policy start date2011-03-01
Insurance policy end date2012-02-28
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?No
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 Administration0
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

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