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HAUK KRUSE & ASSOCIATES, LLC SELF FUNDED MEDICAL REIMBURSEMENT PLAN 401k Plan overview

Plan NameHAUK KRUSE & ASSOCIATES, LLC SELF FUNDED MEDICAL REIMBURSEMENT PLAN
Plan identification number 501

HAUK KRUSE & ASSOCIATES, LLC SELF FUNDED MEDICAL REIMBURSEMENT PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)

401k Sponsoring company profile

HAUK KRUSE & ASSOCIATES, LLC has sponsored the creation of one or more 401k plans.

Company Name:HAUK KRUSE & ASSOCIATES, LLC
Employer identification number (EIN):261939542
NAIC Classification:541211
NAIC Description:Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HAUK KRUSE & ASSOCIATES, LLC SELF FUNDED MEDICAL REIMBURSEMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012016-10-01MICHELLE PRICE
5012015-10-01MICHELLE PRICE

Plan Statistics for HAUK KRUSE & ASSOCIATES, LLC SELF FUNDED MEDICAL REIMBURSEMENT PLAN

401k plan membership statisitcs for HAUK KRUSE & ASSOCIATES, LLC SELF FUNDED MEDICAL REIMBURSEMENT PLAN

Measure Date Value
2016: HAUK KRUSE & ASSOCIATES, LLC SELF FUNDED MEDICAL REIMBURSEMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-10-019
Total number of active participants reported on line 7a of the Form 55002016-10-019
Number of retired or separated participants receiving benefits2016-10-010
Number of other retired or separated participants entitled to future benefits2016-10-010
Total of all active and inactive participants2016-10-019
2015: HAUK KRUSE & ASSOCIATES, LLC SELF FUNDED MEDICAL REIMBURSEMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-10-015
Total number of active participants reported on line 7a of the Form 55002015-10-017
Number of retired or separated participants receiving benefits2015-10-010
Number of other retired or separated participants entitled to future benefits2015-10-010
Total of all active and inactive participants2015-10-017

Financial Data on HAUK KRUSE & ASSOCIATES, LLC SELF FUNDED MEDICAL REIMBURSEMENT PLAN

Measure Date Value
2017 : HAUK KRUSE & ASSOCIATES, LLC SELF FUNDED MEDICAL REIMBURSEMENT PLAN 2017 401k financial data
Total plan liabilities at beginning of year2017-09-30$68
Total income from all sources2017-09-30$15,391
Expenses. Total of all expenses incurred2017-09-30$14,883
Benefits paid (including direct rollovers)2017-09-30$7,590
Total plan assets at end of year2017-09-30$440
Total plan assets at beginning of year2017-09-30$0
Other income received2017-09-30$2
Net income (gross income less expenses)2017-09-30$508
Net plan assets at end of year (total assets less liabilities)2017-09-30$440
Net plan assets at beginning of year (total assets less liabilities)2017-09-30$-68
Total contributions received or receivable from employer(s)2017-09-30$15,389
Expenses. Administrative service providers (salaries,fees and commissions)2017-09-30$7,293
2016 : HAUK KRUSE & ASSOCIATES, LLC SELF FUNDED MEDICAL REIMBURSEMENT PLAN 2016 401k financial data
Total plan liabilities at end of year2016-09-30$68
Total income from all sources2016-09-30$11,526
Expenses. Total of all expenses incurred2016-09-30$11,594
Benefits paid (including direct rollovers)2016-09-30$7,324
Total plan assets at end of year2016-09-30$0
Total plan assets at beginning of year2016-09-30$0
Net income (gross income less expenses)2016-09-30$-68
Net plan assets at end of year (total assets less liabilities)2016-09-30$-68
Net plan assets at beginning of year (total assets less liabilities)2016-09-30$0
Total contributions received or receivable from employer(s)2016-09-30$11,526
Expenses. Administrative service providers (salaries,fees and commissions)2016-09-30$4,270

Form 5500 Responses for HAUK KRUSE & ASSOCIATES, LLC SELF FUNDED MEDICAL REIMBURSEMENT PLAN

2016: HAUK KRUSE & ASSOCIATES, LLC SELF FUNDED MEDICAL REIMBURSEMENT PLAN 2016 form 5500 responses
2016-10-01Type of plan entitySingle employer plan
2016-10-01Plan funding arrangement – TrustYes
2016-10-01Plan benefit arrangement - TrustYes
2015: HAUK KRUSE & ASSOCIATES, LLC SELF FUNDED MEDICAL REIMBURSEMENT PLAN 2015 form 5500 responses
2015-10-01Type of plan entitySingle employer plan
2015-10-01First time form 5500 has been submittedYes
2015-10-01Plan funding arrangement – TrustYes
2015-10-01Plan benefit arrangement - TrustYes

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