Plan Name | HUDSON FINANCIAL ADVISORS, INC. 401(K) PROFIT SHARING PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | HUDSON FINANCIAL ADVISORS, INC. |
Employer identification number (EIN): | 341824539 |
NAIC Classification: | 523900 |
Additional information about HUDSON FINANCIAL ADVISORS, INC.
Jurisdiction of Incorporation: | Ohio Secretary of State Business Services Division |
Incorporation Date: | 1996-03-08 |
Company Identification Number: | 936170 |
Legal Registered Office Address: |
2606 EASTHAVEN DR - HUDSON United States of America (USA) 44236 |
More information about HUDSON FINANCIAL ADVISORS, INC.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2022-01-01 | ||||
001 | 2021-01-01 | ||||
001 | 2020-01-01 | ||||
001 | 2019-01-01 | ||||
001 | 2018-01-01 | DONALD THARP | |||
001 | 2017-01-01 | DONALD THARP | |||
001 | 2016-01-01 | DONALD THARP | |||
001 | 2015-01-01 | DONALD THARP | |||
001 | 2014-01-01 | DONALD THARP | |||
001 | 2013-01-01 | DONALD THARP | |||
001 | 2012-01-01 | DONALD THARP | |||
001 | 2011-01-01 | DONALD THARP | |||
001 | 2009-01-01 | DONALD THARP |
Measure | Date | Value |
---|---|---|
2022: HUDSON FINANCIAL ADVISORS, INC. 401(K) PROFIT SHARING PLAN 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 7 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 5 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 2 |
Total of all active and inactive participants | 2022-01-01 | 7 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 7 |
Number of participants with account balances | 2022-01-01 | 7 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: HUDSON FINANCIAL ADVISORS, INC. 401(K) PROFIT SHARING PLAN 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 7 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 5 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 2 |
Total of all active and inactive participants | 2021-01-01 | 7 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 7 |
Number of participants with account balances | 2021-01-01 | 7 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: HUDSON FINANCIAL ADVISORS, INC. 401(K) PROFIT SHARING PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 6 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 1 |
Total of all active and inactive participants | 2020-01-01 | 7 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 7 |
Number of participants with account balances | 2020-01-01 | 7 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: HUDSON FINANCIAL ADVISORS, INC. 401(K) PROFIT SHARING PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 4 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 0 |
Total of all active and inactive participants | 2019-01-01 | 4 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 4 |
Number of participants with account balances | 2019-01-01 | 4 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: HUDSON FINANCIAL ADVISORS, INC. 401(K) PROFIT SHARING PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 4 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 0 |
Total of all active and inactive participants | 2018-01-01 | 4 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 4 |
Number of participants with account balances | 2018-01-01 | 4 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: HUDSON FINANCIAL ADVISORS, INC. 401(K) PROFIT SHARING PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 4 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 0 |
Total of all active and inactive participants | 2017-01-01 | 4 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 4 |
Number of participants with account balances | 2017-01-01 | 4 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: HUDSON FINANCIAL ADVISORS, INC. 401(K) PROFIT SHARING PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 4 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 0 |
Total of all active and inactive participants | 2016-01-01 | 4 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 4 |
Number of participants with account balances | 2016-01-01 | 4 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: HUDSON FINANCIAL ADVISORS, INC. 401(K) PROFIT SHARING PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 4 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 0 |
Total of all active and inactive participants | 2015-01-01 | 4 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 4 |
Number of participants with account balances | 2015-01-01 | 4 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: HUDSON FINANCIAL ADVISORS, INC. 401(K) PROFIT SHARING PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 4 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 0 |
Total of all active and inactive participants | 2014-01-01 | 4 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 4 |
Number of participants with account balances | 2014-01-01 | 3 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: HUDSON FINANCIAL ADVISORS, INC. 401(K) PROFIT SHARING PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 4 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 0 |
Total of all active and inactive participants | 2013-01-01 | 4 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 4 |
Number of participants with account balances | 2013-01-01 | 3 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: HUDSON FINANCIAL ADVISORS, INC. 401(K) PROFIT SHARING PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 2 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 0 |
Total of all active and inactive participants | 2012-01-01 | 2 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 2 |
Number of participants with account balances | 2012-01-01 | 2 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: HUDSON FINANCIAL ADVISORS, INC. 401(K) PROFIT SHARING PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 3 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 1 |
Total of all active and inactive participants | 2011-01-01 | 4 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 4 |
Number of participants with account balances | 2011-01-01 | 3 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2009: HUDSON FINANCIAL ADVISORS, INC. 401(K) PROFIT SHARING PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 3 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 1 |
Total of all active and inactive participants | 2009-01-01 | 4 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 4 |
Number of participants with account balances | 2009-01-01 | 3 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2022 : HUDSON FINANCIAL ADVISORS, INC. 401(K) PROFIT SHARING PLAN 2022 401k financial data | ||
Total income from all sources | 2022-12-31 | $-357,286 |
Expenses. Total of all expenses incurred | 2022-12-31 | $0 |
Total plan assets at end of year | 2022-12-31 | $4,113,765 |
Total plan assets at beginning of year | 2022-12-31 | $4,471,051 |
Value of fidelity bond covering the plan | 2022-12-31 | $500,000 |
Total contributions received or receivable from participants | 2022-12-31 | $85,271 |
Other income received | 2022-12-31 | $-479,770 |
Net income (gross income less expenses) | 2022-12-31 | $-357,286 |
Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $4,113,765 |
Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $4,471,051 |
Assets. Value of assets in partnership/joint-venture interests | 2022-12-31 | $284 |
Total contributions received or receivable from employer(s) | 2022-12-31 | $37,213 |
2021 : HUDSON FINANCIAL ADVISORS, INC. 401(K) PROFIT SHARING PLAN 2021 401k financial data | ||
Total income from all sources | 2021-12-31 | $824,266 |
Expenses. Total of all expenses incurred | 2021-12-31 | $0 |
Total plan assets at end of year | 2021-12-31 | $4,471,051 |
Total plan assets at beginning of year | 2021-12-31 | $3,646,785 |
Value of fidelity bond covering the plan | 2021-12-31 | $500,000 |
Total contributions received or receivable from participants | 2021-12-31 | $84,071 |
Other income received | 2021-12-31 | $706,767 |
Net income (gross income less expenses) | 2021-12-31 | $824,266 |
Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $4,471,051 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $3,646,785 |
Assets. Value of assets in partnership/joint-venture interests | 2021-12-31 | $183,406 |
Total contributions received or receivable from employer(s) | 2021-12-31 | $33,428 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
2020 : HUDSON FINANCIAL ADVISORS, INC. 401(K) PROFIT SHARING PLAN 2020 401k financial data | ||
Total income from all sources | 2020-12-31 | $1,699,389 |
Expenses. Total of all expenses incurred | 2020-12-31 | $0 |
Total plan assets at end of year | 2020-12-31 | $3,646,785 |
Total plan assets at beginning of year | 2020-12-31 | $1,947,396 |
Value of fidelity bond covering the plan | 2020-12-31 | $250,000 |
Total contributions received or receivable from participants | 2020-12-31 | $71,914 |
Contributions received from other sources (not participants or employers) | 2020-12-31 | $1,268,056 |
Other income received | 2020-12-31 | $334,425 |
Net income (gross income less expenses) | 2020-12-31 | $1,699,389 |
Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $3,646,785 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $1,947,396 |
Assets. Value of assets in partnership/joint-venture interests | 2020-12-31 | $25,000 |
Total contributions received or receivable from employer(s) | 2020-12-31 | $24,994 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
2019 : HUDSON FINANCIAL ADVISORS, INC. 401(K) PROFIT SHARING PLAN 2019 401k financial data | ||
Total income from all sources | 2019-12-31 | $446,192 |
Expenses. Total of all expenses incurred | 2019-12-31 | $0 |
Total plan assets at end of year | 2019-12-31 | $1,947,396 |
Total plan assets at beginning of year | 2019-12-31 | $1,501,204 |
Value of fidelity bond covering the plan | 2019-12-31 | $250,000 |
Total contributions received or receivable from participants | 2019-12-31 | $71,845 |
Other income received | 2019-12-31 | $339,367 |
Net income (gross income less expenses) | 2019-12-31 | $446,192 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $1,947,396 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $1,501,204 |
Assets. Value of assets in partnership/joint-venture interests | 2019-12-31 | $25,000 |
Total contributions received or receivable from employer(s) | 2019-12-31 | $34,980 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
2018 : HUDSON FINANCIAL ADVISORS, INC. 401(K) PROFIT SHARING PLAN 2018 401k financial data | ||
Total income from all sources | 2018-12-31 | $-29,663 |
Expenses. Total of all expenses incurred | 2018-12-31 | $0 |
Total plan assets at end of year | 2018-12-31 | $1,501,204 |
Total plan assets at beginning of year | 2018-12-31 | $1,530,867 |
Value of fidelity bond covering the plan | 2018-12-31 | $250,000 |
Total contributions received or receivable from participants | 2018-12-31 | $70,300 |
Other income received | 2018-12-31 | $-129,762 |
Net income (gross income less expenses) | 2018-12-31 | $-29,663 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $1,501,204 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $1,530,867 |
Assets. Value of assets in partnership/joint-venture interests | 2018-12-31 | $25,000 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $29,799 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
2017 : HUDSON FINANCIAL ADVISORS, INC. 401(K) PROFIT SHARING PLAN 2017 401k financial data | ||
Total income from all sources | 2017-12-31 | $322,268 |
Expenses. Total of all expenses incurred | 2017-12-31 | $0 |
Total plan assets at end of year | 2017-12-31 | $1,530,867 |
Total plan assets at beginning of year | 2017-12-31 | $1,208,599 |
Value of fidelity bond covering the plan | 2017-12-31 | $250,000 |
Total contributions received or receivable from participants | 2017-12-31 | $68,625 |
Other income received | 2017-12-31 | $223,156 |
Net income (gross income less expenses) | 2017-12-31 | $322,268 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $1,530,867 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $1,208,599 |
Assets. Value of participant loans | 2017-12-31 | $0 |
Assets. Value of assets in partnership/joint-venture interests | 2017-12-31 | $5,254 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $30,487 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
2016 : HUDSON FINANCIAL ADVISORS, INC. 401(K) PROFIT SHARING PLAN 2016 401k financial data | ||
Total income from all sources | 2016-12-31 | $204,578 |
Expenses. Total of all expenses incurred | 2016-12-31 | $0 |
Total plan assets at end of year | 2016-12-31 | $1,208,599 |
Total plan assets at beginning of year | 2016-12-31 | $1,004,021 |
Value of fidelity bond covering the plan | 2016-12-31 | $250,000 |
Total contributions received or receivable from participants | 2016-12-31 | $68,554 |
Other income received | 2016-12-31 | $106,299 |
Net income (gross income less expenses) | 2016-12-31 | $204,578 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $1,208,599 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $1,004,021 |
Assets. Value of participant loans | 2016-12-31 | $2,285 |
Assets. Value of assets in partnership/joint-venture interests | 2016-12-31 | $5,253 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $29,725 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
2015 : HUDSON FINANCIAL ADVISORS, INC. 401(K) PROFIT SHARING PLAN 2015 401k financial data | ||
Total income from all sources | 2015-12-31 | $70,208 |
Expenses. Total of all expenses incurred | 2015-12-31 | $0 |
Total plan assets at end of year | 2015-12-31 | $1,004,021 |
Total plan assets at beginning of year | 2015-12-31 | $933,813 |
Value of fidelity bond covering the plan | 2015-12-31 | $100,000 |
Total contributions received or receivable from participants | 2015-12-31 | $68,111 |
Other income received | 2015-12-31 | $-37,829 |
Net income (gross income less expenses) | 2015-12-31 | $70,208 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $1,004,021 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $933,813 |
Assets. Value of participant loans | 2015-12-31 | $13,869 |
Assets. Value of assets in partnership/joint-venture interests | 2015-12-31 | $5,253 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $39,926 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
2014 : HUDSON FINANCIAL ADVISORS, INC. 401(K) PROFIT SHARING PLAN 2014 401k financial data | ||
Total income from all sources | 2014-12-31 | $105,119 |
Expenses. Total of all expenses incurred | 2014-12-31 | $0 |
Total plan assets at end of year | 2014-12-31 | $933,813 |
Total plan assets at beginning of year | 2014-12-31 | $828,694 |
Value of fidelity bond covering the plan | 2014-12-31 | $100,000 |
Total contributions received or receivable from participants | 2014-12-31 | $43,058 |
Other income received | 2014-12-31 | $41,853 |
Net income (gross income less expenses) | 2014-12-31 | $105,119 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $933,813 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $828,694 |
Assets. Value of participant loans | 2014-12-31 | $25,391 |
Assets. Value of assets in partnership/joint-venture interests | 2014-12-31 | $25,000 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $20,208 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
2013 : HUDSON FINANCIAL ADVISORS, INC. 401(K) PROFIT SHARING PLAN 2013 401k financial data | ||
Total income from all sources | 2013-12-31 | $168,036 |
Expenses. Total of all expenses incurred | 2013-12-31 | $0 |
Total plan assets at end of year | 2013-12-31 | $828,694 |
Total plan assets at beginning of year | 2013-12-31 | $660,658 |
Value of fidelity bond covering the plan | 2013-12-31 | $100,000 |
Total contributions received or receivable from participants | 2013-12-31 | $37,639 |
Other income received | 2013-12-31 | $115,059 |
Net income (gross income less expenses) | 2013-12-31 | $168,036 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $828,694 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $660,658 |
Assets. Value of participant loans | 2013-12-31 | $36,015 |
Assets. Value of assets in partnership/joint-venture interests | 2013-12-31 | $25,000 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $15,338 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
2012 : HUDSON FINANCIAL ADVISORS, INC. 401(K) PROFIT SHARING PLAN 2012 401k financial data | ||
Total income from all sources | 2012-12-31 | $111,814 |
Expenses. Total of all expenses incurred | 2012-12-31 | $1,364 |
Benefits paid (including direct rollovers) | 2012-12-31 | $1,364 |
Total plan assets at end of year | 2012-12-31 | $660,658 |
Total plan assets at beginning of year | 2012-12-31 | $550,208 |
Value of fidelity bond covering the plan | 2012-12-31 | $75,000 |
Total contributions received or receivable from participants | 2012-12-31 | $35,485 |
Other income received | 2012-12-31 | $63,015 |
Net income (gross income less expenses) | 2012-12-31 | $110,450 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $660,658 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $550,208 |
Assets. Value of assets in partnership/joint-venture interests | 2012-12-31 | $25,000 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $13,314 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
2011 : HUDSON FINANCIAL ADVISORS, INC. 401(K) PROFIT SHARING PLAN 2011 401k financial data | ||
Total income from all sources | 2011-12-31 | $34,200 |
Expenses. Total of all expenses incurred | 2011-12-31 | $65,506 |
Benefits paid (including direct rollovers) | 2011-12-31 | $65,506 |
Total plan assets at end of year | 2011-12-31 | $550,208 |
Total plan assets at beginning of year | 2011-12-31 | $581,514 |
Value of fidelity bond covering the plan | 2011-12-31 | $75,000 |
Total contributions received or receivable from participants | 2011-12-31 | $33,250 |
Other income received | 2011-12-31 | $-10,892 |
Net income (gross income less expenses) | 2011-12-31 | $-31,306 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $550,208 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $581,514 |
Assets. Value of assets in partnership/joint-venture interests | 2011-12-31 | $25,000 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $11,842 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
2010 : HUDSON FINANCIAL ADVISORS, INC. 401(K) PROFIT SHARING PLAN 2010 401k financial data | ||
Total income from all sources | 2010-12-31 | $73,000 |
Expenses. Total of all expenses incurred | 2010-12-31 | $949 |
Benefits paid (including direct rollovers) | 2010-12-31 | $949 |
Total plan assets at end of year | 2010-12-31 | $581,514 |
Total plan assets at beginning of year | 2010-12-31 | $509,463 |
Value of fidelity bond covering the plan | 2010-12-31 | $50,000 |
Total contributions received or receivable from participants | 2010-12-31 | $16,500 |
Other income received | 2010-12-31 | $49,272 |
Net income (gross income less expenses) | 2010-12-31 | $72,051 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $581,514 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $509,463 |
Assets. Value of assets in partnership/joint-venture interests | 2010-12-31 | $25,000 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $7,228 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
2009 : HUDSON FINANCIAL ADVISORS, INC. 401(K) PROFIT SHARING PLAN 2009 401k financial data | ||
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
2022: HUDSON FINANCIAL ADVISORS, INC. 401(K) PROFIT SHARING PLAN 2022 form 5500 responses | ||
---|---|---|
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Submission has been amended | No |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: HUDSON FINANCIAL ADVISORS, INC. 401(K) PROFIT SHARING PLAN 2021 form 5500 responses | ||
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: HUDSON FINANCIAL ADVISORS, INC. 401(K) PROFIT SHARING PLAN 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: HUDSON FINANCIAL ADVISORS, INC. 401(K) PROFIT SHARING 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 – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: HUDSON FINANCIAL ADVISORS, INC. 401(K) PROFIT SHARING 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 – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: HUDSON FINANCIAL ADVISORS, INC. 401(K) PROFIT SHARING 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 – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: HUDSON FINANCIAL ADVISORS, INC. 401(K) PROFIT SHARING 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 – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: HUDSON FINANCIAL ADVISORS, INC. 401(K) PROFIT SHARING 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 – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: HUDSON FINANCIAL ADVISORS, INC. 401(K) PROFIT SHARING 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 – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: HUDSON FINANCIAL ADVISORS, INC. 401(K) PROFIT SHARING 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 – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: HUDSON FINANCIAL ADVISORS, INC. 401(K) PROFIT SHARING PLAN 2012 form 5500 responses | ||
2012-01-01 | Type of plan entity | Single employer plan |
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 – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: HUDSON FINANCIAL ADVISORS, INC. 401(K) PROFIT SHARING PLAN 2011 form 5500 responses | ||
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2009: HUDSON FINANCIAL ADVISORS, INC. 401(K) PROFIT SHARING PLAN 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |