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HRC 401(K) PLAN & TRUST 401k Plan overview

Plan NameHRC 401(K) PLAN & TRUST
Plan identification number 002

HRC 401(K) PLAN & TRUST 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.
  • 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

HUMAN RESOURCES CENTER OF EDGAR AND CLARK COUNTIES has sponsored the creation of one or more 401k plans.

Company Name:HUMAN RESOURCES CENTER OF EDGAR AND CLARK COUNTIES
Employer identification number (EIN):370922390
NAIC Classification:624100
NAIC Description: Individual and Family Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HRC 401(K) PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-07-01
0022021-07-01
0022020-07-01
0022019-07-01
0022018-07-01
0022017-07-01
0022016-07-01KENNETH POLKY
0022015-07-01KENNETH POLKY
0022014-07-01KENNETH POLKY
0022013-07-01KENNETH POLKY
0022012-07-01KENNETH POLKY
0022011-07-01KENNETH POLKY
0022010-07-01KENNETH POLKY
0022009-07-01KENNETH A POLKY KENNETH A POLKY2011-04-08

Plan Statistics for HRC 401(K) PLAN & TRUST

401k plan membership statisitcs for HRC 401(K) PLAN & TRUST

Measure Date Value
2022: HRC 401(K) PLAN & TRUST 2022 401k membership
Total participants, beginning-of-year2022-07-01108
Total number of active participants reported on line 7a of the Form 55002022-07-0197
Number of retired or separated participants receiving benefits2022-07-010
Number of other retired or separated participants entitled to future benefits2022-07-018
Total of all active and inactive participants2022-07-01105
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-07-010
Total participants2022-07-01105
Number of participants with account balances2022-07-0132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-07-010
2021: HRC 401(K) PLAN & TRUST 2021 401k membership
Total participants, beginning-of-year2021-07-01122
Total number of active participants reported on line 7a of the Form 55002021-07-01123
Number of retired or separated participants receiving benefits2021-07-010
Number of other retired or separated participants entitled to future benefits2021-07-014
Total of all active and inactive participants2021-07-01127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-010
Total participants2021-07-01127
Number of participants with account balances2021-07-0135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-010
2020: HRC 401(K) PLAN & TRUST 2020 401k membership
Total participants, beginning-of-year2020-07-01123
Total number of active participants reported on line 7a of the Form 55002020-07-01137
Number of retired or separated participants receiving benefits2020-07-010
Number of other retired or separated participants entitled to future benefits2020-07-013
Total of all active and inactive participants2020-07-01140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-010
Total participants2020-07-01140
Number of participants with account balances2020-07-0137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-010
2019: HRC 401(K) PLAN & TRUST 2019 401k membership
Total participants, beginning-of-year2019-07-01129
Total number of active participants reported on line 7a of the Form 55002019-07-01117
Number of retired or separated participants receiving benefits2019-07-010
Number of other retired or separated participants entitled to future benefits2019-07-015
Total of all active and inactive participants2019-07-01122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-010
Total participants2019-07-01122
Number of participants with account balances2019-07-0131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-010
2018: HRC 401(K) PLAN & TRUST 2018 401k membership
Total participants, beginning-of-year2018-07-01126
Total number of active participants reported on line 7a of the Form 55002018-07-01133
Number of retired or separated participants receiving benefits2018-07-010
Number of other retired or separated participants entitled to future benefits2018-07-012
Total of all active and inactive participants2018-07-01135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-010
Total participants2018-07-01135
Number of participants with account balances2018-07-0137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-010
2017: HRC 401(K) PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year2017-07-01105
Total number of active participants reported on line 7a of the Form 55002017-07-01100
Number of retired or separated participants receiving benefits2017-07-010
Number of other retired or separated participants entitled to future benefits2017-07-014
Total of all active and inactive participants2017-07-01104
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-010
Total participants2017-07-01104
Number of participants with account balances2017-07-0134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-010
2016: HRC 401(K) PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year2016-07-01104
Total number of active participants reported on line 7a of the Form 55002016-07-0196
Number of retired or separated participants receiving benefits2016-07-010
Number of other retired or separated participants entitled to future benefits2016-07-015
Total of all active and inactive participants2016-07-01101
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-010
Total participants2016-07-01101
Number of participants with account balances2016-07-0137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-010
2015: HRC 401(K) PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year2015-07-01113
Total number of active participants reported on line 7a of the Form 55002015-07-01100
Number of retired or separated participants receiving benefits2015-07-010
Number of other retired or separated participants entitled to future benefits2015-07-015
Total of all active and inactive participants2015-07-01105
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-010
Total participants2015-07-01105
Number of participants with account balances2015-07-0136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-010
2014: HRC 401(K) PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year2014-07-01114
Total number of active participants reported on line 7a of the Form 55002014-07-01107
Number of retired or separated participants receiving benefits2014-07-010
Number of other retired or separated participants entitled to future benefits2014-07-013
Total of all active and inactive participants2014-07-01110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-011
Total participants2014-07-01111
Number of participants with account balances2014-07-0137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-010
2013: HRC 401(K) PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year2013-07-01114
Total number of active participants reported on line 7a of the Form 55002013-07-01103
Number of retired or separated participants receiving benefits2013-07-010
Number of other retired or separated participants entitled to future benefits2013-07-017
Total of all active and inactive participants2013-07-01110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-010
Total participants2013-07-01110
Number of participants with account balances2013-07-0142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-010
2012: HRC 401(K) PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year2012-07-01115
Total number of active participants reported on line 7a of the Form 55002012-07-01103
Number of retired or separated participants receiving benefits2012-07-010
Number of other retired or separated participants entitled to future benefits2012-07-015
Total of all active and inactive participants2012-07-01108
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-010
Total participants2012-07-01108
Number of participants with account balances2012-07-0144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-010
2011: HRC 401(K) PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year2011-07-01127
Total number of active participants reported on line 7a of the Form 55002011-07-01103
Number of retired or separated participants receiving benefits2011-07-010
Number of other retired or separated participants entitled to future benefits2011-07-015
Total of all active and inactive participants2011-07-01108
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-010
Total participants2011-07-01108
Number of participants with account balances2011-07-0142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-010
2010: HRC 401(K) PLAN & TRUST 2010 401k membership
Total participants, beginning-of-year2010-07-01119
Total number of active participants reported on line 7a of the Form 55002010-07-01103
Number of retired or separated participants receiving benefits2010-07-010
Number of other retired or separated participants entitled to future benefits2010-07-0116
Total of all active and inactive participants2010-07-01119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-07-010
Total participants2010-07-01119
Number of participants with account balances2010-07-0160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-07-010
2009: HRC 401(K) PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year2009-07-01117
Total number of active participants reported on line 7a of the Form 55002009-07-01106
Number of retired or separated participants receiving benefits2009-07-010
Number of other retired or separated participants entitled to future benefits2009-07-017
Total of all active and inactive participants2009-07-01113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-010
Total participants2009-07-01113
Number of participants with account balances2009-07-0160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-010

Financial Data on HRC 401(K) PLAN & TRUST

Measure Date Value
2023 : HRC 401(K) PLAN & TRUST 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-06-30$0
Total income from all sources (including contributions)2023-06-30$182,578
Total loss/gain on sale of assets2023-06-30$0
Total of all expenses incurred2023-06-30$215,277
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-06-30$202,496
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-06-30$95,198
Value of total assets at end of year2023-06-30$884,751
Value of total assets at beginning of year2023-06-30$917,450
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-06-30$12,781
Total interest from all sources2023-06-30$756
Total dividends received (eg from common stock, registered investment company shares)2023-06-30$314
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2023-06-30$314
Was this plan covered by a fidelity bond2023-06-30Yes
Value of fidelity bond cover2023-06-30$200,000
If this is an individual account plan, was there a blackout period2023-06-30No
Were there any nonexempt tranactions with any party-in-interest2023-06-30No
Contributions received from participants2023-06-30$55,489
Participant contributions at end of year2023-06-30$9,780
Participant contributions at beginning of year2023-06-30$17,110
Participant contributions at end of year2023-06-30$1,700
Other income not declared elsewhere2023-06-30$-36
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-06-30No
Value of net income/loss2023-06-30$-32,699
Value of net assets at end of year (total assets less liabilities)2023-06-30$884,751
Value of net assets at beginning of year (total assets less liabilities)2023-06-30$917,450
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2023-06-30No
Were any leases to which the plan was party in default or uncollectible2023-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-06-30$110,066
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-06-30$79,656
Value of interest in pooled separate accounts at end of year2023-06-30$5,904
Value of interest in pooled separate accounts at beginning of year2023-06-30$3,444
Interest on participant loans2023-06-30$756
Value of interest in common/collective trusts at end of year2023-06-30$756,015
Value of interest in common/collective trusts at beginning of year2023-06-30$817,240
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-06-30$12,581
Net investment gain/loss from pooled separate accounts2023-06-30$676
Net investment gain or loss from common/collective trusts2023-06-30$73,089
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-06-30No
Was there a failure to transmit to the plan any participant contributions2023-06-30No
Has the plan failed to provide any benefit when due under the plan2023-06-30No
Contributions received in cash from employer2023-06-30$39,709
Employer contributions (assets) at end of year2023-06-30$1,286
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-06-30$202,496
Contract administrator fees2023-06-30$12,781
Did the plan have assets held for investment2023-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-06-30No
Opinion of an independent qualified public accountant for this plan2023-06-30Unqualified
Accountancy firm name2023-06-30SACKRIDER & COMPANY, INC
Accountancy firm EIN2023-06-30351327446
2022 : HRC 401(K) PLAN & TRUST 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total income from all sources (including contributions)2022-06-30$-53,794
Total loss/gain on sale of assets2022-06-30$0
Total of all expenses incurred2022-06-30$581,371
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$563,124
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$91,853
Value of total assets at end of year2022-06-30$917,450
Value of total assets at beginning of year2022-06-30$1,552,615
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$18,247
Total interest from all sources2022-06-30$2,123
Total dividends received (eg from common stock, registered investment company shares)2022-06-30$1,042
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2022-06-30$1,042
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$200,000
If this is an individual account plan, was there a blackout period2022-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2022-06-30$0
Were there any nonexempt tranactions with any party-in-interest2022-06-30No
Contributions received from participants2022-06-30$53,003
Participant contributions at end of year2022-06-30$17,110
Participant contributions at beginning of year2022-06-30$39,416
Other income not declared elsewhere2022-06-30$1,154
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$-635,165
Value of net assets at end of year (total assets less liabilities)2022-06-30$917,450
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$1,552,615
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-06-30No
Were any leases to which the plan was party in default or uncollectible2022-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-06-30$79,656
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-06-30$83,905
Value of interest in pooled separate accounts at end of year2022-06-30$3,444
Value of interest in pooled separate accounts at beginning of year2022-06-30$2,258
Interest on participant loans2022-06-30$1,436
Interest earned on other investments2022-06-30$687
Value of interest in common/collective trusts at end of year2022-06-30$817,240
Value of interest in common/collective trusts at beginning of year2022-06-30$1,427,036
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-06-30$-25,065
Net investment gain/loss from pooled separate accounts2022-06-30$-611
Net investment gain or loss from common/collective trusts2022-06-30$-124,290
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-06-30No
Was there a failure to transmit to the plan any participant contributions2022-06-30Yes
Has the plan failed to provide any benefit when due under the plan2022-06-30No
Contributions received in cash from employer2022-06-30$38,850
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$563,124
Contract administrator fees2022-06-30$18,247
Did the plan have assets held for investment2022-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-06-30No
Opinion of an independent qualified public accountant for this plan2022-06-30Unqualified
Accountancy firm name2022-06-30SACKRIDER & COMPANY, INC.
Accountancy firm EIN2022-06-30351327464
2021 : HRC 401(K) PLAN & TRUST 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total income from all sources (including contributions)2021-06-30$397,335
Total loss/gain on sale of assets2021-06-30$0
Total of all expenses incurred2021-06-30$130,591
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$111,947
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$83,961
Value of total assets at end of year2021-06-30$1,552,615
Value of total assets at beginning of year2021-06-30$1,285,871
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$18,644
Total interest from all sources2021-06-30$1,664
Total dividends received (eg from common stock, registered investment company shares)2021-06-30$107
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2021-06-30$107
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$200,000
If this is an individual account plan, was there a blackout period2021-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-06-30$0
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Contributions received from participants2021-06-30$47,836
Participant contributions at end of year2021-06-30$39,416
Participant contributions at beginning of year2021-06-30$24,135
Other income not declared elsewhere2021-06-30$9,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Value of net income/loss2021-06-30$266,744
Value of net assets at end of year (total assets less liabilities)2021-06-30$1,552,615
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$1,285,871
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-06-30No
Were any leases to which the plan was party in default or uncollectible2021-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-06-30$83,905
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-06-30$49,140
Value of interest in pooled separate accounts at end of year2021-06-30$2,258
Value of interest in pooled separate accounts at beginning of year2021-06-30$733
Interest on participant loans2021-06-30$1,659
Interest earned on other investments2021-06-30$5
Value of interest in common/collective trusts at end of year2021-06-30$1,427,036
Value of interest in common/collective trusts at beginning of year2021-06-30$1,165,686
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-06-30$46,177
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-06-30$24,149
Net investment gain/loss from pooled separate accounts2021-06-30$668
Net investment gain or loss from common/collective trusts2021-06-30$277,786
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30No
Was there a failure to transmit to the plan any participant contributions2021-06-30Yes
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Contributions received in cash from employer2021-06-30$36,125
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$111,947
Contract administrator fees2021-06-30$18,644
Did the plan have assets held for investment2021-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-06-30No
Opinion of an independent qualified public accountant for this plan2021-06-30Disclaimer
Accountancy firm name2021-06-30SACKRIDER & COMPANY, INC.
Accountancy firm EIN2021-06-30370922390
2020 : HRC 401(K) PLAN & TRUST 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets2020-06-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2020-06-30$0
Total unrealized appreciation/depreciation of assets2020-06-30$0
Total transfer of assets to this plan2020-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total income from all sources (including contributions)2020-06-30$139,263
Total loss/gain on sale of assets2020-06-30$0
Total of all expenses incurred2020-06-30$401,026
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$382,926
Expenses. Certain deemed distributions of participant loans2020-06-30$0
Value of total corrective distributions2020-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$80,832
Value of total assets at end of year2020-06-30$1,285,871
Value of total assets at beginning of year2020-06-30$1,547,634
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$18,100
Total income from rents2020-06-30$0
Total interest from all sources2020-06-30$4,186
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$47
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2020-06-30$47
Administrative expenses professional fees incurred2020-06-30$0
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$200,000
If this is an individual account plan, was there a blackout period2020-06-30No
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Amount of non-exempt transactions with any party-in-interest2020-06-30$0
Contributions received from participants2020-06-30$45,451
Participant contributions at end of year2020-06-30$24,135
Participant contributions at beginning of year2020-06-30$33,731
Participant contributions at end of year2020-06-30$0
Participant contributions at beginning of year2020-06-30$4
Income. Received or receivable in cash from other sources (including rollovers)2020-06-30$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-06-30$0
Other income not declared elsewhere2020-06-30$-125
Administrative expenses (other) incurred2020-06-30$0
Liabilities. Value of operating payables at beginning of year2020-06-30$0
Total non interest bearing cash at end of year2020-06-30$0
Total non interest bearing cash at beginning of year2020-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$-261,763
Value of net assets at end of year (total assets less liabilities)2020-06-30$1,285,871
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$1,547,634
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2020-06-30$0
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2020-06-30$0
Investment advisory and management fees2020-06-30$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-06-30$49,140
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-06-30$50,369
Value of interest in pooled separate accounts at end of year2020-06-30$733
Value of interest in pooled separate accounts at beginning of year2020-06-30$0
Interest on participant loans2020-06-30$1,930
Income. Interest from loans (other than to participants)2020-06-30$0
Interest earned on other investments2020-06-30$2,256
Income. Interest from US Government securities2020-06-30$0
Income. Interest from corporate debt instruments2020-06-30$0
Value of interest in common/collective trusts at end of year2020-06-30$1,165,686
Value of interest in common/collective trusts at beginning of year2020-06-30$1,287,828
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-06-30$46,177
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-06-30$175,660
Expenses. Payments to insurance carriers foe the provision of benefits2020-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-06-30$2,813
Net investment gain/loss from pooled separate accounts2020-06-30$1
Net investment gain or loss from common/collective trusts2020-06-30$51,509
Net gain/loss from 103.12 investment entities2020-06-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30No
Was there a failure to transmit to the plan any participant contributions2020-06-30Yes
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Contributions received in cash from employer2020-06-30$35,381
Employer contributions (assets) at end of year2020-06-30$0
Employer contributions (assets) at beginning of year2020-06-30$42
Income. Dividends from preferred stock2020-06-30$0
Income. Dividends from common stock2020-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$382,926
Contract administrator fees2020-06-30$18,100
Liabilities. Value of benefit claims payable at beginning of year2020-06-30$0
Did the plan have assets held for investment2020-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Aggregate proceeds on sale of assets2020-06-30$0
Aggregate carrying amount (costs) on sale of assets2020-06-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2020-06-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30Yes
Opinion of an independent qualified public accountant for this plan2020-06-30Disclaimer
Accountancy firm name2020-06-30SACKRIDER AND COMPANY INC
Accountancy firm EIN2020-06-30351327464
2019 : HRC 401(K) PLAN & TRUST 2019 401k financial data
Unrealized appreciation/depreciation of real estate assets2019-06-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2019-06-30$0
Total unrealized appreciation/depreciation of assets2019-06-30$0
Total transfer of assets to this plan2019-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Expenses. Interest paid2019-06-30$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022019-06-30$0
Total income from all sources (including contributions)2019-06-30$135,092
Total loss/gain on sale of assets2019-06-30$0
Total of all expenses incurred2019-06-30$59,895
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$40,947
Expenses. Certain deemed distributions of participant loans2019-06-30$0
Value of total corrective distributions2019-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$73,199
Value of total assets at end of year2019-06-30$1,547,634
Value of total assets at beginning of year2019-06-30$1,472,437
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$18,948
Total income from rents2019-06-30$0
Total interest from all sources2019-06-30$6,467
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$297
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2019-06-30$297
Administrative expenses professional fees incurred2019-06-30$0
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$200,000
If this is an individual account plan, was there a blackout period2019-06-30Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-06-30$0
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Amount of non-exempt transactions with any party-in-interest2019-06-30$0
Contributions received from participants2019-06-30$41,597
Participant contributions at end of year2019-06-30$33,731
Participant contributions at beginning of year2019-06-30$52,582
Participant contributions at end of year2019-06-30$4
Participant contributions at beginning of year2019-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2019-06-30$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-06-30$0
Other income not declared elsewhere2019-06-30$0
Administrative expenses (other) incurred2019-06-30$0
Liabilities. Value of operating payables at beginning of year2019-06-30$0
Total non interest bearing cash at end of year2019-06-30$0
Total non interest bearing cash at beginning of year2019-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Income. Non cash contributions2019-06-30$0
Value of net income/loss2019-06-30$75,197
Value of net assets at end of year (total assets less liabilities)2019-06-30$1,547,634
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$1,472,437
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2019-06-30$0
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2019-06-30$0
Investment advisory and management fees2019-06-30$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-06-30$50,369
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-06-30$0
Value of interest in pooled separate accounts at end of year2019-06-30$0
Value of interest in pooled separate accounts at beginning of year2019-06-30$1,037,396
Interest on participant loans2019-06-30$2,482
Income. Interest from loans (other than to participants)2019-06-30$0
Interest earned on other investments2019-06-30$3,985
Income. Interest from US Government securities2019-06-30$0
Income. Interest from corporate debt instruments2019-06-30$0
Value of interest in common/collective trusts at end of year2019-06-30$1,287,828
Value of interest in common/collective trusts at beginning of year2019-06-30$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-06-30$175,660
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-06-30$382,459
Expenses. Payments to insurance carriers foe the provision of benefits2019-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-06-30$3,333
Net investment gain/loss from pooled separate accounts2019-06-30$19,452
Net investment gain or loss from common/collective trusts2019-06-30$32,344
Net gain/loss from 103.12 investment entities2019-06-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30No
Was there a failure to transmit to the plan any participant contributions2019-06-30Yes
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Contributions received in cash from employer2019-06-30$31,602
Employer contributions (assets) at end of year2019-06-30$42
Employer contributions (assets) at beginning of year2019-06-30$0
Income. Dividends from preferred stock2019-06-30$0
Income. Dividends from common stock2019-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$40,947
Contract administrator fees2019-06-30$18,948
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-06-30Yes
Liabilities. Value of benefit claims payable at beginning of year2019-06-30$0
Did the plan have assets held for investment2019-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Aggregate proceeds on sale of assets2019-06-30$0
Aggregate carrying amount (costs) on sale of assets2019-06-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2019-06-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-30Yes
Opinion of an independent qualified public accountant for this plan2019-06-30Disclaimer
Accountancy firm name2019-06-30SACKRIDER & COMPANY INC
Accountancy firm EIN2019-06-30351327464
2018 : HRC 401(K) PLAN & TRUST 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$191
Total income from all sources (including contributions)2018-06-30$165,050
Total loss/gain on sale of assets2018-06-30$0
Total of all expenses incurred2018-06-30$466,673
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$453,662
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$67,264
Value of total assets at end of year2018-06-30$1,472,437
Value of total assets at beginning of year2018-06-30$1,774,251
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$13,011
Total interest from all sources2018-06-30$2,436
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Administrative expenses professional fees incurred2018-06-30$13,011
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$200,000
If this is an individual account plan, was there a blackout period2018-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-06-30$0
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Contributions received from participants2018-06-30$38,665
Participant contributions at end of year2018-06-30$52,582
Participant contributions at beginning of year2018-06-30$44,467
Participant contributions at end of year2018-06-30$0
Participant contributions at beginning of year2018-06-30$4
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-06-30$191
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$-301,623
Value of net assets at end of year (total assets less liabilities)2018-06-30$1,472,437
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$1,774,060
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Value of interest in pooled separate accounts at end of year2018-06-30$1,037,396
Value of interest in pooled separate accounts at beginning of year2018-06-30$1,347,282
Interest on participant loans2018-06-30$2,436
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-06-30$382,459
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-06-30$382,494
Net investment gain/loss from pooled separate accounts2018-06-30$95,350
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30No
Was there a failure to transmit to the plan any participant contributions2018-06-30Yes
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Contributions received in cash from employer2018-06-30$28,599
Employer contributions (assets) at end of year2018-06-30$0
Employer contributions (assets) at beginning of year2018-06-30$4
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$453,662
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30Yes
Opinion of an independent qualified public accountant for this plan2018-06-30Disclaimer
Accountancy firm name2018-06-30SACKRIDER & COMPANY INC
Accountancy firm EIN2018-06-30351327464
2017 : HRC 401(K) PLAN & TRUST 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$191
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total income from all sources (including contributions)2017-06-30$260,984
Total loss/gain on sale of assets2017-06-30$0
Total of all expenses incurred2017-06-30$34,301
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$21,444
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$81,103
Value of total assets at end of year2017-06-30$1,774,251
Value of total assets at beginning of year2017-06-30$1,547,377
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$12,857
Total interest from all sources2017-06-30$2,345
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Administrative expenses professional fees incurred2017-06-30$12,857
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$200,000
If this is an individual account plan, was there a blackout period2017-06-30No
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Contributions received from participants2017-06-30$49,268
Participant contributions at end of year2017-06-30$44,467
Participant contributions at beginning of year2017-06-30$52,860
Participant contributions at end of year2017-06-30$4
Participant contributions at beginning of year2017-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-06-30$191
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$226,683
Value of net assets at end of year (total assets less liabilities)2017-06-30$1,774,060
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$1,547,377
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Value of interest in pooled separate accounts at end of year2017-06-30$1,347,282
Value of interest in pooled separate accounts at beginning of year2017-06-30$1,134,148
Interest on participant loans2017-06-30$2,345
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-06-30$382,494
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-06-30$360,369
Net investment gain/loss from pooled separate accounts2017-06-30$177,536
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30No
Was there a failure to transmit to the plan any participant contributions2017-06-30Yes
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Contributions received in cash from employer2017-06-30$31,835
Employer contributions (assets) at end of year2017-06-30$4
Employer contributions (assets) at beginning of year2017-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$21,444
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30Yes
Opinion of an independent qualified public accountant for this plan2017-06-30Disclaimer
Accountancy firm name2017-06-30SACKRIDER & COMPANY INC
Accountancy firm EIN2017-06-30351327464
2016 : HRC 401(K) PLAN & TRUST 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total income from all sources (including contributions)2016-06-30$88,488
Total loss/gain on sale of assets2016-06-30$0
Total of all expenses incurred2016-06-30$30,279
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$18,725
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$87,155
Value of total assets at end of year2016-06-30$1,547,377
Value of total assets at beginning of year2016-06-30$1,489,168
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$11,554
Total interest from all sources2016-06-30$3,053
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Administrative expenses professional fees incurred2016-06-30$11,554
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$200,000
If this is an individual account plan, was there a blackout period2016-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-06-30$0
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Contributions received from participants2016-06-30$53,253
Participant contributions at end of year2016-06-30$52,860
Participant contributions at beginning of year2016-06-30$66,904
Participant contributions at end of year2016-06-30$0
Participant contributions at beginning of year2016-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$58,209
Value of net assets at end of year (total assets less liabilities)2016-06-30$1,547,377
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$1,489,168
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Value of interest in pooled separate accounts at end of year2016-06-30$1,134,148
Value of interest in pooled separate accounts at beginning of year2016-06-30$1,073,760
Interest on participant loans2016-06-30$3,053
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-06-30$360,369
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-06-30$348,504
Net investment gain/loss from pooled separate accounts2016-06-30$-1,720
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30No
Was there a failure to transmit to the plan any participant contributions2016-06-30Yes
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Contributions received in cash from employer2016-06-30$33,902
Employer contributions (assets) at end of year2016-06-30$0
Employer contributions (assets) at beginning of year2016-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$18,725
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30Yes
Opinion of an independent qualified public accountant for this plan2016-06-30Disclaimer
Accountancy firm name2016-06-30HOLBERT & PHIPPS LLP
Accountancy firm EIN2016-06-30320429612
2015 : HRC 401(K) PLAN & TRUST 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total income from all sources (including contributions)2015-06-30$146,009
Total loss/gain on sale of assets2015-06-30$0
Total of all expenses incurred2015-06-30$493,821
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$479,659
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$83,996
Value of total assets at end of year2015-06-30$1,489,168
Value of total assets at beginning of year2015-06-30$1,836,980
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$14,162
Total interest from all sources2015-06-30$2,447
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Administrative expenses professional fees incurred2015-06-30$14,162
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$200,000
If this is an individual account plan, was there a blackout period2015-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-06-30$0
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Contributions received from participants2015-06-30$51,447
Participant contributions at end of year2015-06-30$66,904
Participant contributions at beginning of year2015-06-30$31,068
Participant contributions at end of year2015-06-30$0
Participant contributions at beginning of year2015-06-30$2,536
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$-347,812
Value of net assets at end of year (total assets less liabilities)2015-06-30$1,489,168
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$1,836,980
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Value of interest in pooled separate accounts at end of year2015-06-30$1,073,760
Value of interest in pooled separate accounts at beginning of year2015-06-30$1,285,239
Income. Interest from loans (other than to participants)2015-06-30$2,447
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-06-30$348,504
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-06-30$516,102
Net investment gain/loss from pooled separate accounts2015-06-30$59,566
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30No
Was there a failure to transmit to the plan any participant contributions2015-06-30Yes
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Contributions received in cash from employer2015-06-30$32,549
Employer contributions (assets) at end of year2015-06-30$0
Employer contributions (assets) at beginning of year2015-06-30$2,035
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$479,659
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30Yes
Opinion of an independent qualified public accountant for this plan2015-06-30Disclaimer
Accountancy firm name2015-06-30SACKRIDER & COMPANY INC
Accountancy firm EIN2015-06-30351327464
2014 : HRC 401(K) PLAN & TRUST 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total income from all sources (including contributions)2014-06-30$309,280
Total loss/gain on sale of assets2014-06-30$0
Total of all expenses incurred2014-06-30$131,737
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$116,572
Expenses. Certain deemed distributions of participant loans2014-06-30$1,697
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$90,339
Value of total assets at end of year2014-06-30$1,836,980
Value of total assets at beginning of year2014-06-30$1,659,437
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$13,468
Total interest from all sources2014-06-30$1,830
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$200,000
If this is an individual account plan, was there a blackout period2014-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-06-30$0
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Contributions received from participants2014-06-30$54,419
Participant contributions at end of year2014-06-30$31,068
Participant contributions at beginning of year2014-06-30$38,605
Participant contributions at end of year2014-06-30$2,536
Participant contributions at beginning of year2014-06-30$0
Other income not declared elsewhere2014-06-30$2,567
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$177,543
Value of net assets at end of year (total assets less liabilities)2014-06-30$1,836,980
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$1,659,437
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Value of interest in pooled separate accounts at end of year2014-06-30$1,285,239
Value of interest in pooled separate accounts at beginning of year2014-06-30$1,123,963
Interest on participant loans2014-06-30$1,830
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-06-30$516,102
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-06-30$496,100
Net investment gain/loss from pooled separate accounts2014-06-30$214,544
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30No
Was there a failure to transmit to the plan any participant contributions2014-06-30Yes
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Contributions received in cash from employer2014-06-30$35,920
Employer contributions (assets) at end of year2014-06-30$2,035
Employer contributions (assets) at beginning of year2014-06-30$769
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$116,572
Contract administrator fees2014-06-30$13,468
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30Yes
Opinion of an independent qualified public accountant for this plan2014-06-30Disclaimer
Accountancy firm name2014-06-30SACKRIDER & COMPANY INC
Accountancy firm EIN2014-06-30351327464
2013 : HRC 401(K) PLAN & TRUST 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total income from all sources (including contributions)2013-06-30$248,108
Total loss/gain on sale of assets2013-06-30$0
Total of all expenses incurred2013-06-30$72,687
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$60,346
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$91,795
Value of total assets at end of year2013-06-30$1,659,437
Value of total assets at beginning of year2013-06-30$1,484,016
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$12,341
Total interest from all sources2013-06-30$2,063
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$200,000
If this is an individual account plan, was there a blackout period2013-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-06-30$0
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Contributions received from participants2013-06-30$55,370
Participant contributions at end of year2013-06-30$38,605
Participant contributions at beginning of year2013-06-30$40,351
Other income not declared elsewhere2013-06-30$3,183
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$175,421
Value of net assets at end of year (total assets less liabilities)2013-06-30$1,659,437
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$1,484,016
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Value of interest in pooled separate accounts at end of year2013-06-30$1,123,963
Value of interest in pooled separate accounts at beginning of year2013-06-30$941,717
Interest on participant loans2013-06-30$2,063
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-06-30$496,100
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-06-30$501,179
Net investment gain/loss from pooled separate accounts2013-06-30$151,067
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30No
Was there a failure to transmit to the plan any participant contributions2013-06-30Yes
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Contributions received in cash from employer2013-06-30$36,425
Employer contributions (assets) at end of year2013-06-30$769
Employer contributions (assets) at beginning of year2013-06-30$769
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$60,346
Contract administrator fees2013-06-30$12,341
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30Yes
Opinion of an independent qualified public accountant for this plan2013-06-30Disclaimer
Accountancy firm name2013-06-30SACKRIDER & COMPANY INC
Accountancy firm EIN2013-06-30351327464
2012 : HRC 401(K) PLAN & TRUST 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-06-30$0
Total transfer of assets to this plan2012-06-30$0
Total transfer of assets from this plan2012-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total income from all sources (including contributions)2012-06-30$82,794
Total loss/gain on sale of assets2012-06-30$0
Total of all expenses incurred2012-06-30$343,873
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$331,629
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$86,107
Value of total assets at end of year2012-06-30$1,484,016
Value of total assets at beginning of year2012-06-30$1,745,095
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$12,244
Total interest from all sources2012-06-30$1,787
Total dividends received (eg from common stock, registered investment company shares)2012-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$200,000
If this is an individual account plan, was there a blackout period2012-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-06-30$0
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Contributions received from participants2012-06-30$50,239
Participant contributions at end of year2012-06-30$40,351
Participant contributions at beginning of year2012-06-30$31,180
Income. Received or receivable in cash from other sources (including rollovers)2012-06-30$0
Other income not declared elsewhere2012-06-30$10,496
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Income. Non cash contributions2012-06-30$0
Value of net income/loss2012-06-30$-261,079
Value of net assets at end of year (total assets less liabilities)2012-06-30$1,484,016
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$1,745,095
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Value of interest in pooled separate accounts at end of year2012-06-30$941,717
Value of interest in pooled separate accounts at beginning of year2012-06-30$1,200,368
Interest on participant loans2012-06-30$1,785
Interest earned on other investments2012-06-30$2
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-06-30$501,179
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-06-30$512,779
Net investment gain/loss from pooled separate accounts2012-06-30$-15,596
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30No
Was there a failure to transmit to the plan any participant contributions2012-06-30Yes
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Contributions received in cash from employer2012-06-30$35,868
Employer contributions (assets) at end of year2012-06-30$769
Employer contributions (assets) at beginning of year2012-06-30$768
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$331,629
Contract administrator fees2012-06-30$12,244
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30Yes
Opinion of an independent qualified public accountant for this plan2012-06-30Disclaimer
Accountancy firm name2012-06-30SACKRIDER & COMPANY INC
Accountancy firm EIN2012-06-30351327464
2011 : HRC 401(K) PLAN & TRUST 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total income from all sources (including contributions)2011-06-30$367,082
Total loss/gain on sale of assets2011-06-30$0
Total of all expenses incurred2011-06-30$127,407
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$113,596
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$115,950
Value of total assets at end of year2011-06-30$1,745,095
Value of total assets at beginning of year2011-06-30$1,505,420
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$13,811
Total interest from all sources2011-06-30$1,702
Total dividends received (eg from common stock, registered investment company shares)2011-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$200,000
If this is an individual account plan, was there a blackout period2011-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-06-30$0
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Contributions received from participants2011-06-30$67,598
Participant contributions at end of year2011-06-30$31,180
Participant contributions at beginning of year2011-06-30$32,524
Other income not declared elsewhere2011-06-30$13,143
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$239,675
Value of net assets at end of year (total assets less liabilities)2011-06-30$1,745,095
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$1,505,420
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Value of interest in pooled separate accounts at end of year2011-06-30$1,200,368
Value of interest in pooled separate accounts at beginning of year2011-06-30$922,909
Interest on participant loans2011-06-30$1,688
Interest earned on other investments2011-06-30$14
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-06-30$512,779
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-06-30$549,218
Net investment gain/loss from pooled separate accounts2011-06-30$236,287
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30No
Was there a failure to transmit to the plan any participant contributions2011-06-30Yes
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Contributions received in cash from employer2011-06-30$48,352
Employer contributions (assets) at end of year2011-06-30$768
Employer contributions (assets) at beginning of year2011-06-30$769
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$113,596
Contract administrator fees2011-06-30$13,811
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30Yes
Opinion of an independent qualified public accountant for this plan2011-06-30Disclaimer
Accountancy firm name2011-06-30SACKRIDER & COMPANY INC
Accountancy firm EIN2011-06-30351327464
2010 : HRC 401(K) PLAN & TRUST 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-06-30$0

Form 5500 Responses for HRC 401(K) PLAN & TRUST

2022: HRC 401(K) PLAN & TRUST 2022 form 5500 responses
2022-07-01Type of plan entitySingle employer plan
2022-07-01This submission is the final filingNo
2022-07-01This return/report is a short plan year return/report (less than 12 months)No
2022-07-01Plan is a collectively bargained planNo
2022-07-01Plan funding arrangement – InsuranceYes
2022-07-01Plan funding arrangement – TrustYes
2022-07-01Plan benefit arrangement – InsuranceYes
2022-07-01Plan benefit arrangement - TrustYes
2021: HRC 401(K) PLAN & TRUST 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01This submission is the final filingNo
2021-07-01This return/report is a short plan year return/report (less than 12 months)No
2021-07-01Plan is a collectively bargained planNo
2021-07-01Plan funding arrangement – InsuranceYes
2021-07-01Plan funding arrangement – TrustYes
2021-07-01Plan benefit arrangement – InsuranceYes
2021-07-01Plan benefit arrangement - TrustYes
2020: HRC 401(K) PLAN & TRUST 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01This submission is the final filingNo
2020-07-01This return/report is a short plan year return/report (less than 12 months)No
2020-07-01Plan is a collectively bargained planNo
2020-07-01Plan funding arrangement – InsuranceYes
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan benefit arrangement – InsuranceYes
2020-07-01Plan benefit arrangement - TrustYes
2019: HRC 401(K) PLAN & TRUST 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01This submission is the final filingNo
2019-07-01This return/report is a short plan year return/report (less than 12 months)No
2019-07-01Plan is a collectively bargained planNo
2019-07-01Plan funding arrangement – InsuranceYes
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement – InsuranceYes
2019-07-01Plan benefit arrangement - TrustYes
2018: HRC 401(K) PLAN & TRUST 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01This submission is the final filingNo
2018-07-01This return/report is a short plan year return/report (less than 12 months)No
2018-07-01Plan is a collectively bargained planNo
2018-07-01Plan funding arrangement – InsuranceYes
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement – InsuranceYes
2018-07-01Plan benefit arrangement - TrustYes
2017: HRC 401(K) PLAN & TRUST 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Submission has been amendedNo
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planNo
2017-07-01Plan funding arrangement – InsuranceYes
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement - TrustYes
2016: HRC 401(K) PLAN & TRUST 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planNo
2016-07-01Plan funding arrangement – InsuranceYes
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement - TrustYes
2015: HRC 401(K) PLAN & TRUST 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement - TrustYes
2014: HRC 401(K) PLAN & TRUST 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – InsuranceYes
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement – InsuranceYes
2014-07-01Plan benefit arrangement - TrustYes
2013: HRC 401(K) PLAN & TRUST 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Submission has been amendedNo
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planNo
2013-07-01Plan funding arrangement – InsuranceYes
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement – InsuranceYes
2013-07-01Plan benefit arrangement - TrustYes
2012: HRC 401(K) PLAN & TRUST 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – InsuranceYes
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement – InsuranceYes
2012-07-01Plan benefit arrangement - TrustYes
2011: HRC 401(K) PLAN & TRUST 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Submission has been amendedNo
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planNo
2011-07-01Plan funding arrangement – InsuranceYes
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement – InsuranceYes
2011-07-01Plan benefit arrangement - TrustYes
2010: HRC 401(K) PLAN & TRUST 2010 form 5500 responses
2010-07-01Type of plan entitySingle employer plan
2010-07-01Submission has been amendedYes
2010-07-01This submission is the final filingNo
2010-07-01This return/report is a short plan year return/report (less than 12 months)No
2010-07-01Plan is a collectively bargained planNo
2010-07-01Plan funding arrangement – InsuranceYes
2010-07-01Plan funding arrangement – TrustYes
2010-07-01Plan benefit arrangement – InsuranceYes
2010-07-01Plan benefit arrangement - TrustYes
2009: HRC 401(K) PLAN & TRUST 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedNo
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planNo
2009-07-01Plan funding arrangement – InsuranceYes
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement – InsuranceYes
2009-07-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number532129
Policy instance 2
Insurance contract or identification number532129
Number of Individuals Covered105
Insurance policy start date2022-07-01
Insurance policy end date2023-06-30
Total amount of commissions paid to insurance brokerUSD $11
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $11
Amount paid for insurance broker fees0
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered105
Insurance policy start date2022-07-01
Insurance policy end date2023-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number532129
Policy instance 2
Insurance contract or identification number532129
Number of Individuals Covered127
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
Total amount of commissions paid to insurance brokerUSD $7
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7
Amount paid for insurance broker fees0
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered127
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number532129
Policy instance 2
Insurance contract or identification number532129
Number of Individuals Covered140
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Total amount of commissions paid to insurance brokerUSD $4
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4
Amount paid for insurance broker fees0
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered140
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Total amount of commissions paid to insurance brokerUSD $29
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $29
Amount paid for insurance broker fees0
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered122
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Total amount of commissions paid to insurance brokerUSD $221
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $221
Amount paid for insurance broker fees0
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number532129
Policy instance 2
Insurance contract or identification number532129
Number of Individuals Covered122
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees0
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number532129
Policy instance 2
Insurance contract or identification number532129
Number of Individuals Covered135
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered135
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Total amount of commissions paid to insurance brokerUSD $320
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $320
Amount paid for insurance broker fees0
Insurance broker organization code?3
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number997964-000
Policy instance 1
Insurance contract or identification number997964-000
Number of Individuals Covered34
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Total amount of commissions paid to insurance brokerUSD $3,586
Total amount of fees paid to insurance companyUSD $1,442
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number997964-000
Policy instance 1
Insurance contract or identification number997964-000
Number of Individuals Covered36
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
Total amount of commissions paid to insurance brokerUSD $3,568
Total amount of fees paid to insurance companyUSD $1,723
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,568
Insurance broker organization code?3
Amount paid for insurance broker fees1723
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker nameBENEFIT PLANNING CONSULTANTS INC
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number997964-000
Policy instance 1
Insurance contract or identification number997964-000
Number of Individuals Covered37
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Total amount of commissions paid to insurance brokerUSD $4,169
Total amount of fees paid to insurance companyUSD $1,689
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,169
Insurance broker organization code?3
Amount paid for insurance broker fees1689
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker nameBENEFIT PLANNING CONSULTANTS INC
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number997964-000
Policy instance 1
Insurance contract or identification number997964-000
Number of Individuals Covered42
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Total amount of commissions paid to insurance brokerUSD $4,388
Total amount of fees paid to insurance companyUSD $1,740
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,388
Insurance broker organization code?3
Amount paid for insurance broker fees1740
Additional information about fees paid to insurance brokerTPA COMPENSATION
Insurance broker nameBENEFIT PLANNING CONSULTANTS INC
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number997964-000
Policy instance 1
Insurance contract or identification number997964-000
Number of Individuals Covered44
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Total amount of commissions paid to insurance brokerUSD $3,800
Total amount of fees paid to insurance companyUSD $1,509
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,800
Insurance broker organization code?3
Amount paid for insurance broker fees1509
Additional information about fees paid to insurance brokerTPA COMPENSATION
Insurance broker nameBENEFIT PLANNING CONSULTANTS INC
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number997964-000
Policy instance 1
Insurance contract or identification number997964-000
Number of Individuals Covered42
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
Total amount of commissions paid to insurance brokerUSD $3,889
Total amount of fees paid to insurance companyUSD $1,578
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number997964-000
Policy instance 1
Insurance contract or identification number997964-000
Number of Individuals Covered60
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
Total amount of commissions paid to insurance brokerUSD $4,035
Total amount of fees paid to insurance companyUSD $1,577
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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