HAGGERTY, HAGGERTY has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan HAGGERTY, HAGGERTY AND MASCHMEYER
Measure | Date | Value |
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2015: HAGGERTY, HAGGERTY AND MASCHMEYER 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 6 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 5 |
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 | 5 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 5 |
Number of participants with account balances | 2015-01-01 | 5 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: HAGGERTY, HAGGERTY AND MASCHMEYER 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 6 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 6 |
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 | 6 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 6 |
Number of participants with account balances | 2014-01-01 | 6 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: HAGGERTY, HAGGERTY AND MASCHMEYER 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 6 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 6 |
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 | 6 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 6 |
Number of participants with account balances | 2013-01-01 | 6 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: HAGGERTY, HAGGERTY AND MASCHMEYER 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 6 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 6 |
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 | 6 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 6 |
Number of participants with account balances | 2012-01-01 | 6 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: HAGGERTY, HAGGERTY AND MASCHMEYER 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 6 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 6 |
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 | 0 |
Total of all active and inactive participants | 2011-01-01 | 6 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 6 |
Number of participants with account balances | 2011-01-01 | 6 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2010: HAGGERTY, HAGGERTY AND MASCHMEYER 2010 401k membership |
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Total participants, beginning-of-year | 2010-01-01 | 6 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 6 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 0 |
Total of all active and inactive participants | 2010-01-01 | 6 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
Total participants | 2010-01-01 | 6 |
Number of participants with account balances | 2010-01-01 | 6 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 0 |
2009: HAGGERTY, HAGGERTY AND MASCHMEYER 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 6 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 6 |
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 | 0 |
Total of all active and inactive participants | 2009-01-01 | 6 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 6 |
Number of participants with account balances | 2009-01-01 | 6 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
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2015 : HAGGERTY, HAGGERTY AND MASCHMEYER 2015 401k financial data |
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Total income from all sources | 2015-12-31 | $17,444 |
Expenses. Total of all expenses incurred | 2015-12-31 | $19,915 |
Benefits paid (including direct rollovers) | 2015-12-31 | $13,315 |
Total plan assets at end of year | 2015-12-31 | $824,521 |
Total plan assets at beginning of year | 2015-12-31 | $826,992 |
Value of fidelity bond covering the plan | 2015-12-31 | $87,039 |
Other income received | 2015-12-31 | $-12,767 |
Net income (gross income less expenses) | 2015-12-31 | $-2,471 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $824,521 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $826,992 |
Assets. Value of participant loans | 2015-12-31 | $9,266 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $30,211 |
Value of certain deemed distributions of participant loans | 2015-12-31 | $6,600 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
2014 : HAGGERTY, HAGGERTY AND MASCHMEYER 2014 401k financial data |
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Total income from all sources | 2014-12-31 | $71,979 |
Expenses. Total of all expenses incurred | 2014-12-31 | $0 |
Benefits paid (including direct rollovers) | 2014-12-31 | $0 |
Total plan assets at end of year | 2014-12-31 | $826,992 |
Total plan assets at beginning of year | 2014-12-31 | $755,013 |
Total contributions received or receivable from participants | 2014-12-31 | $0 |
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 | $40,528 |
Net income (gross income less expenses) | 2014-12-31 | $71,979 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $826,992 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $755,013 |
Assets. Value of participant loans | 2014-12-31 | $21,332 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $31,451 |
Value of certain deemed distributions of participant loans | 2014-12-31 | $0 |
Value of corrective distributions | 2014-12-31 | $0 |
2013 : HAGGERTY, HAGGERTY AND MASCHMEYER 2013 401k financial data |
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Total income from all sources | 2013-12-31 | $98,296 |
Expenses. Total of all expenses incurred | 2013-12-31 | $0 |
Benefits paid (including direct rollovers) | 2013-12-31 | $0 |
Total plan assets at end of year | 2013-12-31 | $755,013 |
Total plan assets at beginning of year | 2013-12-31 | $656,717 |
Total contributions received or receivable from participants | 2013-12-31 | $0 |
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 | $69,612 |
Net income (gross income less expenses) | 2013-12-31 | $98,296 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $755,013 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $656,717 |
Assets. Value of participant loans | 2013-12-31 | $21,067 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $28,684 |
Value of certain deemed distributions of participant loans | 2013-12-31 | $0 |
Value of corrective distributions | 2013-12-31 | $0 |
2012 : HAGGERTY, HAGGERTY AND MASCHMEYER 2012 401k financial data |
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Total income from all sources | 2012-12-31 | $71,686 |
Expenses. Total of all expenses incurred | 2012-12-31 | $0 |
Benefits paid (including direct rollovers) | 2012-12-31 | $0 |
Total plan assets at end of year | 2012-12-31 | $656,717 |
Total plan assets at beginning of year | 2012-12-31 | $585,031 |
Total contributions received or receivable from participants | 2012-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2012-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2012-12-31 | $0 |
Other income received | 2012-12-31 | $43,060 |
Net income (gross income less expenses) | 2012-12-31 | $71,686 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $656,717 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $585,031 |
Assets. Value of participant loans | 2012-12-31 | $20,639 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $28,626 |
Value of certain deemed distributions of participant loans | 2012-12-31 | $0 |
Value of corrective distributions | 2012-12-31 | $0 |
2011 : HAGGERTY, HAGGERTY AND MASCHMEYER 2011 401k financial data |
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Total income from all sources | 2011-12-31 | $39,462 |
Expenses. Total of all expenses incurred | 2011-12-31 | $0 |
Benefits paid (including direct rollovers) | 2011-12-31 | $0 |
Total plan assets at end of year | 2011-12-31 | $585,031 |
Total plan assets at beginning of year | 2011-12-31 | $545,569 |
Total contributions received or receivable from participants | 2011-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2011-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2011-12-31 | $0 |
Other income received | 2011-12-31 | $11,091 |
Net income (gross income less expenses) | 2011-12-31 | $39,462 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $585,031 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $545,569 |
Assets. Value of participant loans | 2011-12-31 | $16,801 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $28,371 |
Value of certain deemed distributions of participant loans | 2011-12-31 | $0 |
Value of corrective distributions | 2011-12-31 | $0 |
2010 : HAGGERTY, HAGGERTY AND MASCHMEYER 2010 401k financial data |
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Total income from all sources | 2010-12-31 | $80,992 |
Expenses. Total of all expenses incurred | 2010-12-31 | $0 |
Benefits paid (including direct rollovers) | 2010-12-31 | $0 |
Total plan assets at end of year | 2010-12-31 | $545,569 |
Total plan assets at beginning of year | 2010-12-31 | $464,577 |
Total contributions received or receivable from participants | 2010-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2010-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2010-12-31 | $0 |
Other income received | 2010-12-31 | $53,691 |
Net income (gross income less expenses) | 2010-12-31 | $80,992 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $545,569 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $464,577 |
Assets. Value of participant loans | 2010-12-31 | $24,363 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $27,301 |
Value of certain deemed distributions of participant loans | 2010-12-31 | $0 |
Value of corrective distributions | 2010-12-31 | $0 |
2015: HAGGERTY, HAGGERTY AND MASCHMEYER 2015 form 5500 responses |
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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: HAGGERTY, HAGGERTY AND MASCHMEYER 2014 form 5500 responses |
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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: HAGGERTY, HAGGERTY AND MASCHMEYER 2013 form 5500 responses |
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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: HAGGERTY, HAGGERTY AND MASCHMEYER 2012 form 5500 responses |
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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: HAGGERTY, HAGGERTY AND MASCHMEYER 2011 form 5500 responses |
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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 |
2010: HAGGERTY, HAGGERTY AND MASCHMEYER 2010 form 5500 responses |
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2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Submission has been amended | No |
2010-01-01 | This submission is the final filing | No |
2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-01-01 | Plan is a collectively bargained plan | No |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |
2009: HAGGERTY, HAGGERTY AND MASCHMEYER 2009 form 5500 responses |
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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 |