HARTLAND TERRACE II, LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan HARTLAND TERRACE II, LLC 401(K) RETIREMENT PLAN
| Measure | Date | Value |
|---|
| 2025 : HARTLAND TERRACE II, LLC 401(K) RETIREMENT PLAN 2025 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2025-10-10 | 0 |
| Total liabilities as of the end of the plan year | 2025-10-10 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-10-10 | 0 |
| Total expenses incurred by plan in this plan year | 2025-10-10 | 63393 |
| Net assets as of the end of the plan year | 2025-10-10 | 706746 |
| Total assets as of the beginning of the plan year | 2025-10-10 | 609453 |
| Value of plan covered by a fidelity bond | 2025-10-10 | 500000 |
| Participant contributions to plan in this plan year | 2025-10-10 | 41897 |
| Other expenses paid from plan in this plan year | 2025-10-10 | 0 |
| Other contributions to plan in this plan year | 2025-10-10 | 0 |
| Other income to plan in this plan year | 2025-10-10 | 106385 |
| Plan net income in this plan year | 2025-10-10 | 97293 |
| Net assets as of the end of the plan year | 2025-10-10 | 706746 |
| Net assets as of the beginning of the plan year | 2025-10-10 | 609453 |
| Employer contributions to plan in this plan year | 2025-10-10 | 12404 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-10-10 | 5152 |
| 2024 : HARTLAND TERRACE II, LLC 401(K) RETIREMENT PLAN 2024 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2024-07-31 | 0 |
| Total liabilities as of the end of the plan year | 2024-07-31 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-07-31 | 0 |
| Total expenses incurred by plan in this plan year | 2024-07-31 | 12476 |
| Net assets as of the end of the plan year | 2024-07-31 | 609453 |
| Total assets as of the beginning of the plan year | 2024-07-31 | 481320 |
| Value of plan covered by a fidelity bond | 2024-07-31 | 500000 |
| Participant contributions to plan in this plan year | 2024-07-31 | 37451 |
| Other expenses paid from plan in this plan year | 2024-07-31 | 0 |
| Other contributions to plan in this plan year | 2024-07-31 | 0 |
| Other income to plan in this plan year | 2024-07-31 | 93172 |
| Plan net income in this plan year | 2024-07-31 | 128133 |
| Net assets as of the end of the plan year | 2024-07-31 | 609453 |
| Net assets as of the beginning of the plan year | 2024-07-31 | 481320 |
| Employer contributions to plan in this plan year | 2024-07-31 | 9986 |
| Fees paid to broker by Benefit Provider | 2024-07-31 | 3908 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-07-31 | 3314 |
| 2022 : HARTLAND TERRACE II, LLC 401(K) RETIREMENT PLAN 2022 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2022-06-23 | 0 |
| Total liabilities as of the end of the plan year | 2022-06-23 | 0 |
| Total liabilities as of the beginning of the plan year | 2022-06-23 | 0 |
| Total expenses incurred by plan in this plan year | 2022-06-23 | 640 |
| Net assets as of the end of the plan year | 2022-06-23 | 546302 |
| Total assets as of the beginning of the plan year | 2022-06-23 | 438034 |
| Value of plan covered by a fidelity bond | 2022-06-23 | 43804 |
| Participant contributions to plan in this plan year | 2022-06-23 | 34776 |
| Other expenses paid from plan in this plan year | 2022-06-23 | 0 |
| Other contributions to plan in this plan year | 2022-06-23 | 0 |
| Other income to plan in this plan year | 2022-06-23 | 60637 |
| Plan net income in this plan year | 2022-06-23 | 108268 |
| Net assets as of the end of the plan year | 2022-06-23 | 546302 |
| Net assets as of the beginning of the plan year | 2022-06-23 | 438034 |
| Employer contributions to plan in this plan year | 2022-06-23 | 13495 |
| Fees paid to broker by Benefit Provider | 2022-06-23 | 4872 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-06-23 | 640 |
| 2019 : HARTLAND TERRACE II, LLC 401(K) RETIREMENT PLAN 2019 401k financial data |
|---|
| Total income from all sources | 2019-12-31 | $97,709 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $7,949 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $7,012 |
| Total plan assets at end of year | 2019-12-31 | $316,813 |
| Total plan assets at beginning of year | 2019-12-31 | $227,053 |
| Value of fidelity bond covering the plan | 2019-12-31 | $22,706 |
| Total contributions received or receivable from participants | 2019-12-31 | $31,502 |
| Expenses. Other expenses not covered elsewhere | 2019-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2019-12-31 | $0 |
| Other income received | 2019-12-31 | $54,221 |
| Noncash contributions received | 2019-12-31 | $0 |
| Net income (gross income less expenses) | 2019-12-31 | $89,760 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $316,813 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $227,053 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $11,986 |
| Value of certain deemed distributions of participant loans | 2019-12-31 | $0 |
| Value of corrective distributions | 2019-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $937 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
| 2018 : HARTLAND TERRACE II, LLC 401(K) RETIREMENT PLAN 2018 401k financial data |
|---|
| Total income from all sources | 2018-12-31 | $24,958 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $15,869 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $14,616 |
| Total plan assets at end of year | 2018-12-31 | $227,053 |
| Total plan assets at beginning of year | 2018-12-31 | $217,964 |
| Value of fidelity bond covering the plan | 2018-12-31 | $21,797 |
| Total contributions received or receivable from participants | 2018-12-31 | $33,133 |
| Expenses. Other expenses not covered elsewhere | 2018-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2018-12-31 | $0 |
| Other income received | 2018-12-31 | $-20,015 |
| Noncash contributions received | 2018-12-31 | $0 |
| Net income (gross income less expenses) | 2018-12-31 | $9,089 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $227,053 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $217,964 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $11,840 |
| Value of certain deemed distributions of participant loans | 2018-12-31 | $0 |
| Value of corrective distributions | 2018-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $1,253 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
| 2017 : HARTLAND TERRACE II, LLC 401(K) RETIREMENT PLAN 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $73,111 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $6,459 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $5,716 |
| Total plan assets at end of year | 2017-12-31 | $217,964 |
| Total plan assets at beginning of year | 2017-12-31 | $151,312 |
| Value of fidelity bond covering the plan | 2017-12-31 | $21,826 |
| Total contributions received or receivable from participants | 2017-12-31 | $33,341 |
| Expenses. Other expenses not covered elsewhere | 2017-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2017-12-31 | $0 |
| Other income received | 2017-12-31 | $28,247 |
| Noncash contributions received | 2017-12-31 | $0 |
| Net income (gross income less expenses) | 2017-12-31 | $66,652 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $217,964 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $151,312 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $11,523 |
| Value of certain deemed distributions of participant loans | 2017-12-31 | $0 |
| Value of corrective distributions | 2017-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $743 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
| 2016 : HARTLAND TERRACE II, LLC 401(K) RETIREMENT PLAN 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $48,120 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $4,601 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $4,119 |
| Total plan assets at end of year | 2016-12-31 | $151,312 |
| Total plan assets at beginning of year | 2016-12-31 | $107,793 |
| Value of fidelity bond covering the plan | 2016-12-31 | $15,131 |
| Total contributions received or receivable from participants | 2016-12-31 | $29,660 |
| Expenses. Other expenses not covered elsewhere | 2016-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2016-12-31 | $0 |
| Other income received | 2016-12-31 | $8,900 |
| Noncash contributions received | 2016-12-31 | $0 |
| Net income (gross income less expenses) | 2016-12-31 | $43,519 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $151,312 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $107,793 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $9,560 |
| Value of certain deemed distributions of participant loans | 2016-12-31 | $0 |
| Value of corrective distributions | 2016-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $482 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
| 2015 : HARTLAND TERRACE II, LLC 401(K) RETIREMENT PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $34,365 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $497 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $0 |
| Total plan assets at end of year | 2015-12-31 | $107,793 |
| Total plan assets at beginning of year | 2015-12-31 | $73,925 |
| Value of fidelity bond covering the plan | 2015-12-31 | $7,500 |
| Total contributions received or receivable from participants | 2015-12-31 | $29,996 |
| Expenses. Other expenses not covered elsewhere | 2015-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2015-12-31 | $0 |
| Other income received | 2015-12-31 | $-4,978 |
| Noncash contributions received | 2015-12-31 | $0 |
| Net income (gross income less expenses) | 2015-12-31 | $33,868 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $107,793 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $73,925 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $9,347 |
| Value of certain deemed distributions of participant loans | 2015-12-31 | $0 |
| Value of corrective distributions | 2015-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $497 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
| 2014 : HARTLAND TERRACE II, LLC 401(K) RETIREMENT PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $33,889 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $8,260 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $6,953 |
| Total plan assets at end of year | 2014-12-31 | $73,925 |
| Total plan assets at beginning of year | 2014-12-31 | $48,296 |
| Value of fidelity bond covering the plan | 2014-12-31 | $7,500 |
| Total contributions received or receivable from participants | 2014-12-31 | $26,206 |
| Expenses. Other expenses not covered elsewhere | 2014-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2014-12-31 | $0 |
| Other income received | 2014-12-31 | $385 |
| Noncash contributions received | 2014-12-31 | $0 |
| Net income (gross income less expenses) | 2014-12-31 | $25,629 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $73,925 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $48,296 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $7,298 |
| Value of certain deemed distributions of participant loans | 2014-12-31 | $0 |
| Value of corrective distributions | 2014-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $1,307 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
| 2013 : HARTLAND TERRACE II, LLC 401(K) RETIREMENT PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $36,293 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $674 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $337 |
| Total plan assets at end of year | 2013-12-31 | $48,296 |
| Total plan assets at beginning of year | 2013-12-31 | $12,677 |
| Value of fidelity bond covering the plan | 2013-12-31 | $1,500 |
| Total contributions received or receivable from participants | 2013-12-31 | $25,227 |
| Expenses. Other expenses not covered elsewhere | 2013-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2013-12-31 | $0 |
| Other income received | 2013-12-31 | $4,078 |
| Noncash contributions received | 2013-12-31 | $0 |
| Net income (gross income less expenses) | 2013-12-31 | $35,619 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $48,296 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $12,677 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $6,988 |
| Value of certain deemed distributions of participant loans | 2013-12-31 | $0 |
| Value of corrective distributions | 2013-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $337 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
| 2012 : HARTLAND TERRACE II, LLC 401(K) RETIREMENT PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $12,759 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $82 |
| Total plan assets at end of year | 2012-12-31 | $12,677 |
| Total plan assets at beginning of year | 2012-12-31 | $0 |
| Value of fidelity bond covering the plan | 2012-12-31 | $1,500 |
| Total contributions received or receivable from participants | 2012-12-31 | $9,008 |
| Other income received | 2012-12-31 | $204 |
| Net income (gross income less expenses) | 2012-12-31 | $12,677 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $12,677 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $3,547 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $82 |
| 2019: HARTLAND TERRACE II, LLC 401(K) RETIREMENT PLAN 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Submission has been amended | No |
| 2019-01-01 | This submission is the final filing | No |
| 2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-01-01 | Plan is a collectively bargained plan | No |
| 2019-01-01 | Plan funding arrangement – Insurance | Yes |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: HARTLAND TERRACE II, LLC 401(K) RETIREMENT PLAN 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Submission has been amended | No |
| 2018-01-01 | This submission is the final filing | No |
| 2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-01-01 | Plan is a collectively bargained plan | No |
| 2018-01-01 | Plan funding arrangement – Insurance | Yes |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: HARTLAND TERRACE II, LLC 401(K) RETIREMENT PLAN 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Submission has been amended | No |
| 2017-01-01 | This submission is the final filing | No |
| 2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-01-01 | Plan is a collectively bargained plan | No |
| 2017-01-01 | Plan funding arrangement – Insurance | Yes |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: HARTLAND TERRACE II, LLC 401(K) RETIREMENT PLAN 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Submission has been amended | No |
| 2016-01-01 | This submission is the final filing | No |
| 2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-01-01 | Plan is a collectively bargained plan | No |
| 2016-01-01 | Plan funding arrangement – Insurance | Yes |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: HARTLAND TERRACE II, LLC 401(K) RETIREMENT PLAN 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Submission has been amended | No |
| 2015-01-01 | This submission is the final filing | No |
| 2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-01-01 | Plan is a collectively bargained plan | No |
| 2015-01-01 | Plan funding arrangement – Insurance | Yes |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: HARTLAND TERRACE II, LLC 401(K) RETIREMENT PLAN 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Submission has been amended | No |
| 2014-01-01 | This submission is the final filing | No |
| 2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-01-01 | Plan is a collectively bargained plan | No |
| 2014-01-01 | Plan funding arrangement – Insurance | Yes |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: HARTLAND TERRACE II, LLC 401(K) RETIREMENT PLAN 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Submission has been amended | No |
| 2013-01-01 | This submission is the final filing | No |
| 2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-01-01 | Plan is a collectively bargained plan | No |
| 2013-01-01 | Plan funding arrangement – Insurance | Yes |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: HARTLAND TERRACE II, LLC 401(K) RETIREMENT PLAN 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | First time form 5500 has been submitted | Yes |
| 2012-01-01 | Submission has been amended | No |
| 2012-01-01 | This submission is the final filing | No |
| 2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-01-01 | Plan is a collectively bargained plan | No |
| 2012-01-01 | Plan funding arrangement – Insurance | Yes |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
