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HOWARD MILLER - HEKMAN PROFIT-SHARING AND 401(K) SAVINGS PLAN 401k Plan overview

Plan NameHOWARD MILLER - HEKMAN PROFIT-SHARING AND 401(K) SAVINGS PLAN
Plan identification number 002

HOWARD MILLER - HEKMAN PROFIT-SHARING AND 401(K) SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.

401k Sponsoring company profile

HMC REGIONAL has sponsored the creation of one or more 401k plans.

Company Name:HMC REGIONAL
Employer identification number (EIN):381258662
NAIC Classification:337000

Additional information about HMC REGIONAL

Jurisdiction of Incorporation: Michigan Department of Licensing & Regulatory Affairs
Incorporation Date:
Company Identification Number: 114966

More information about HMC REGIONAL

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HOWARD MILLER - HEKMAN PROFIT-SHARING AND 401(K) SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01JACK M. CHANCE2023-09-28
0022021-01-01JACK M.CHANCE2022-10-15
0022020-01-01JACK CHANCE2021-10-13 MARK BLEEKER2021-10-13
0022019-01-01JACK CHANCE2020-10-13 MARK BLEEKER2020-10-13
0022018-01-01
0022017-01-01MARK A. BLEEKER DENNIS J. PALASEK2018-10-12
0022016-01-01MARK A. BLEEKER DENNIS J. PALASEK2017-10-12
0022015-01-01MARK A. BLEEKER DENNIS J. PALASEK2016-10-10
0022014-01-01MARK A. BLEEKER DENNIS J. PALASEK2015-10-01
0022013-01-01MARK A. BLEEKER DENNIS J. PALASEK2014-09-30
0022012-01-01MARK A. BLEEKER DENNIS J. PALASEK2013-10-10
0022011-01-01MARK A. BLEEKER DENNIS J. PALASEK2012-10-12
0022010-01-01MARK A. BLEEKER DENNIS J. PALASEK2011-10-11
0022009-01-01MARK BLEEKER DENNIS J. PALASEK2010-10-15

Plan Statistics for HOWARD MILLER - HEKMAN PROFIT-SHARING AND 401(K) SAVINGS PLAN

401k plan membership statisitcs for HOWARD MILLER - HEKMAN PROFIT-SHARING AND 401(K) SAVINGS PLAN

Measure Date Value
2022: HOWARD MILLER - HEKMAN PROFIT-SHARING AND 401(K) SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01300
Total number of active participants reported on line 7a of the Form 55002022-01-01194
Number of retired or separated participants receiving benefits2022-01-01113
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-01307
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01307
Number of participants with account balances2022-01-01293
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: HOWARD MILLER - HEKMAN PROFIT-SHARING AND 401(K) SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01298
Total number of active participants reported on line 7a of the Form 55002021-01-01200
Number of retired or separated participants receiving benefits2021-01-0198
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-01298
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01298
Number of participants with account balances2021-01-01282
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: HOWARD MILLER - HEKMAN PROFIT-SHARING AND 401(K) SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01215
Total number of active participants reported on line 7a of the Form 55002020-01-01213
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0185
Total of all active and inactive participants2020-01-01298
Total participants2020-01-01298
Number of participants with account balances2020-01-01281
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-015
2019: HOWARD MILLER - HEKMAN PROFIT-SHARING AND 401(K) SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01224
Total number of active participants reported on line 7a of the Form 55002019-01-01165
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0150
Total of all active and inactive participants2019-01-01215
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01215
Number of participants with account balances2019-01-01202
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-011
2018: HOWARD MILLER - HEKMAN PROFIT-SHARING AND 401(K) SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01229
Total number of active participants reported on line 7a of the Form 55002018-01-01175
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0147
Total of all active and inactive participants2018-01-01222
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-012
Total participants2018-01-01224
Number of participants with account balances2018-01-01200
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-014
2017: HOWARD MILLER - HEKMAN PROFIT-SHARING AND 401(K) SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01233
Total number of active participants reported on line 7a of the Form 55002017-01-01180
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0148
Total of all active and inactive participants2017-01-01228
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-01229
Number of participants with account balances2017-01-01208
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: HOWARD MILLER - HEKMAN PROFIT-SHARING AND 401(K) SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01261
Total number of active participants reported on line 7a of the Form 55002016-01-01189
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0143
Total of all active and inactive participants2016-01-01232
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-01233
Number of participants with account balances2016-01-01214
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-011
2015: HOWARD MILLER - HEKMAN PROFIT-SHARING AND 401(K) SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01281
Total number of active participants reported on line 7a of the Form 55002015-01-01234
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0141
Total of all active and inactive participants2015-01-01275
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-01276
Number of participants with account balances2015-01-01237
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-012
2014: HOWARD MILLER - HEKMAN PROFIT-SHARING AND 401(K) SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01290
Total number of active participants reported on line 7a of the Form 55002014-01-01236
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0144
Total of all active and inactive participants2014-01-01280
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-01281
Number of participants with account balances2014-01-01238
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-012
2013: HOWARD MILLER - HEKMAN PROFIT-SHARING AND 401(K) SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01291
Total number of active participants reported on line 7a of the Form 55002013-01-01247
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0142
Total of all active and inactive participants2013-01-01289
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-01290
Number of participants with account balances2013-01-01251
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-011
2012: HOWARD MILLER - HEKMAN PROFIT-SHARING AND 401(K) SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01318
Total number of active participants reported on line 7a of the Form 55002012-01-01249
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0141
Total of all active and inactive participants2012-01-01290
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-01291
Number of participants with account balances2012-01-01258
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-011
2011: HOWARD MILLER - HEKMAN PROFIT-SHARING AND 401(K) SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01348
Total number of active participants reported on line 7a of the Form 55002011-01-01274
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0143
Total of all active and inactive participants2011-01-01317
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-01318
Number of participants with account balances2011-01-01274
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-013
2010: HOWARD MILLER - HEKMAN PROFIT-SHARING AND 401(K) SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01374
Total number of active participants reported on line 7a of the Form 55002010-01-01283
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0165
Total of all active and inactive participants2010-01-01348
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01348
Number of participants with account balances2010-01-01321
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-013
2009: HOWARD MILLER - HEKMAN PROFIT-SHARING AND 401(K) SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01478
Total number of active participants reported on line 7a of the Form 55002009-01-01330
Number of retired or separated participants receiving benefits2009-01-0144
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-01374
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01374
Number of participants with account balances2009-01-01309
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0112

Financial Data on HOWARD MILLER - HEKMAN PROFIT-SHARING AND 401(K) SAVINGS PLAN

Measure Date Value
2022 : HOWARD MILLER - HEKMAN PROFIT-SHARING AND 401(K) SAVINGS PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-5,385,685
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$2,212,599
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$2,104,551
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$946,717
Value of total assets at end of year2022-12-31$24,959,825
Value of total assets at beginning of year2022-12-31$32,558,109
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$108,048
Total interest from all sources2022-12-31$8,199
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$324,041
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$324,041
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$699,308
Participant contributions at end of year2022-12-31$195,552
Participant contributions at beginning of year2022-12-31$192,369
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$2,498
Other income not declared elsewhere2022-12-31$51,331
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-7,598,284
Value of net assets at end of year (total assets less liabilities)2022-12-31$24,959,825
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$32,558,109
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$21,831,071
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$29,889,220
Interest on participant loans2022-12-31$8,199
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$2,933,202
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$2,476,520
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-6,715,973
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$244,911
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$2,104,551
Contract administrator fees2022-12-31$108,048
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31Yes
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31HUNGERFORD NICHOLS
Accountancy firm EIN2022-12-31382184825
2021 : HOWARD MILLER - HEKMAN PROFIT-SHARING AND 401(K) SAVINGS PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$5,380,187
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$5,452,904
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$5,331,927
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$912,355
Value of total assets at end of year2021-12-31$32,558,109
Value of total assets at beginning of year2021-12-31$32,630,826
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$120,977
Total interest from all sources2021-12-31$48,835
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$689,136
Participant contributions at end of year2021-12-31$192,369
Participant contributions at beginning of year2021-12-31$246,446
Other income not declared elsewhere2021-12-31$51,786
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-72,717
Value of net assets at end of year (total assets less liabilities)2021-12-31$32,558,109
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$32,630,826
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$29,889,220
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$18,293,961
Interest on participant loans2021-12-31$11,010
Interest earned on other investments2021-12-31$36,636
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$11,743,957
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$11,743,957
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$1,189
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$2,476,520
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$2,346,462
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$4,367,211
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$223,219
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$5,331,927
Contract administrator fees2021-12-31$120,977
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31Yes
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31HUNGERFORD NICHOLS
Accountancy firm EIN2021-12-31382184825
2020 : HOWARD MILLER - HEKMAN PROFIT-SHARING AND 401(K) SAVINGS PLAN 2020 401k financial data
Total transfer of assets to this plan2020-12-31$1,339,719
Total income from all sources (including contributions)2020-12-31$5,536,921
Total of all expenses incurred2020-12-31$2,228,744
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,136,113
Expenses. Certain deemed distributions of participant loans2020-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$816,183
Value of total assets at end of year2020-12-31$32,630,826
Value of total assets at beginning of year2020-12-31$27,982,930
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$92,631
Total interest from all sources2020-12-31$39,084
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$379,417
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$379,417
Administrative expenses professional fees incurred2020-12-31$13,562
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$558,938
Participant contributions at end of year2020-12-31$246,446
Participant contributions at beginning of year2020-12-31$288,923
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$65,555
Administrative expenses (other) incurred2020-12-31$8,416
Total non interest bearing cash at beginning of year2020-12-31$714
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$3,308,177
Value of net assets at end of year (total assets less liabilities)2020-12-31$32,630,826
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$27,982,930
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$23,037
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$18,293,961
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$25,455,788
Interest on participant loans2020-12-31$11,738
Interest earned on other investments2020-12-31$25,091
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$11,743,957
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$318,847
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$318,847
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$2,255
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$2,346,462
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$1,918,658
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$4,302,237
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$191,690
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,136,113
Contract administrator fees2020-12-31$47,616
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31HUNGERFORD NICHOLS
Accountancy firm EIN2020-12-31382184825
2019 : HOWARD MILLER - HEKMAN PROFIT-SHARING AND 401(K) SAVINGS PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$6,299,873
Total income from all sources (including contributions)2019-12-31$6,299,873
Total of all expenses incurred2019-12-31$3,153,910
Total of all expenses incurred2019-12-31$3,153,910
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$3,063,152
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$3,063,152
Expenses. Certain deemed distributions of participant loans2019-12-31$9,440
Expenses. Certain deemed distributions of participant loans2019-12-31$9,440
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$884,978
Value of total assets at end of year2019-12-31$27,982,930
Value of total assets at end of year2019-12-31$27,982,930
Value of total assets at beginning of year2019-12-31$24,836,967
Value of total assets at beginning of year2019-12-31$24,836,967
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$81,318
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$81,318
Total interest from all sources2019-12-31$42,580
Total interest from all sources2019-12-31$42,580
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$454,764
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$454,764
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$454,764
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$454,764
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$600,413
Contributions received from participants2019-12-31$600,413
Participant contributions at end of year2019-12-31$288,923
Participant contributions at end of year2019-12-31$288,923
Participant contributions at beginning of year2019-12-31$219,081
Participant contributions at beginning of year2019-12-31$219,081
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$82,703
Total non interest bearing cash at end of year2019-12-31$714
Total non interest bearing cash at beginning of year2019-12-31$5
Total non interest bearing cash at beginning of year2019-12-31$5
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$3,145,963
Value of net income/loss2019-12-31$3,145,963
Value of net assets at end of year (total assets less liabilities)2019-12-31$27,982,930
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$24,836,967
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$24,836,967
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$31,414
Investment advisory and management fees2019-12-31$31,414
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$25,455,788
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$22,693,695
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$22,693,695
Interest on participant loans2019-12-31$11,988
Interest on participant loans2019-12-31$11,988
Interest earned on other investments2019-12-31$24,884
Interest earned on other investments2019-12-31$24,884
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$318,847
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$304,199
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$304,199
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$304,199
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$304,199
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$5,708
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$5,708
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$1,918,658
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,619,987
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,619,987
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$4,917,551
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$4,917,551
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$201,862
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$3,063,152
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$3,063,152
Contract administrator fees2019-12-31$49,904
Contract administrator fees2019-12-31$49,904
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31HUNGERFORD NICHOLS
Accountancy firm name2019-12-31HUNGERFORD NICHOLS
Accountancy firm EIN2019-12-31382184525
Accountancy firm EIN2019-12-31382184525
2018 : HOWARD MILLER - HEKMAN PROFIT-SHARING AND 401(K) SAVINGS PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$-606,738
Total of all expenses incurred2018-12-31$3,691,803
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$3,605,226
Expenses. Certain deemed distributions of participant loans2018-12-31$1,189
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$873,215
Value of total assets at end of year2018-12-31$24,836,967
Value of total assets at beginning of year2018-12-31$29,135,508
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$85,388
Total interest from all sources2018-12-31$11,943
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$505,715
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$505,715
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$568,960
Participant contributions at end of year2018-12-31$219,081
Participant contributions at beginning of year2018-12-31$234,449
Assets. Other investments not covered elsewhere at end of year2018-12-31$1,619,987
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$2,170,781
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$88,543
Total non interest bearing cash at end of year2018-12-31$5
Total non interest bearing cash at beginning of year2018-12-31$18,831
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-4,298,541
Value of net assets at end of year (total assets less liabilities)2018-12-31$24,836,967
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$29,135,508
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$85,388
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$22,693,695
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$26,486,547
Interest on participant loans2018-12-31$8,592
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$304,199
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$224,900
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$224,900
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$3,351
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,997,611
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$215,712
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$3,605,226
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$3,169,896
Aggregate carrying amount (costs) on sale of assets2018-12-31$3,169,896
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31CONN GENEVA & ROBINSON
Accountancy firm EIN2018-12-31383012028
2017 : HOWARD MILLER - HEKMAN PROFIT-SHARING AND 401(K) SAVINGS PLAN 2017 401k financial data
Total transfer of assets from this plan2017-12-31$403
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$13,972
Total income from all sources (including contributions)2017-12-31$5,098,953
Total of all expenses incurred2017-12-31$5,299,155
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$5,228,218
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$729,733
Value of total assets at end of year2017-12-31$29,135,508
Value of total assets at beginning of year2017-12-31$29,350,085
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$70,937
Total interest from all sources2017-12-31$11,664
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$593,564
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$593,564
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$524,055
Participant contributions at end of year2017-12-31$234,449
Participant contributions at beginning of year2017-12-31$223,379
Assets. Other investments not covered elsewhere at end of year2017-12-31$2,170,781
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$1,268
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$13,972
Total non interest bearing cash at end of year2017-12-31$18,831
Total non interest bearing cash at beginning of year2017-12-31$16,556
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$-200,202
Value of net assets at end of year (total assets less liabilities)2017-12-31$29,135,508
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$29,336,113
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$70,937
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$26,486,547
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$27,029,303
Interest on participant loans2017-12-31$8,123
Interest earned on other investments2017-12-31$19
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$224,900
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$2,080,847
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$2,080,847
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$3,522
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$3,763,992
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$204,410
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$5,228,218
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$17,594,673
Aggregate carrying amount (costs) on sale of assets2017-12-31$17,594,673
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31CONN GENEVA & ROBINSON
Accountancy firm EIN2017-12-31383012028
2016 : HOWARD MILLER - HEKMAN PROFIT-SHARING AND 401(K) SAVINGS PLAN 2016 401k financial data
Total transfer of assets from this plan2016-12-31$910,151
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$13,972
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$21,887
Total income from all sources (including contributions)2016-12-31$2,740,584
Total loss/gain on sale of assets2016-12-31$-275
Total of all expenses incurred2016-12-31$2,509,237
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$2,470,968
Expenses. Certain deemed distributions of participant loans2016-12-31$11,999
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$758,652
Value of total assets at end of year2016-12-31$29,350,085
Value of total assets at beginning of year2016-12-31$30,036,804
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$26,270
Total interest from all sources2016-12-31$11,944
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$1,129,313
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$1,129,313
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$517,951
Participant contributions at end of year2016-12-31$223,379
Participant contributions at beginning of year2016-12-31$244,917
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$964
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$13,972
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$21,887
Total non interest bearing cash at end of year2016-12-31$16,556
Total non interest bearing cash at beginning of year2016-12-31$23,578
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$231,347
Value of net assets at end of year (total assets less liabilities)2016-12-31$29,336,113
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$30,014,917
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$26,270
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$27,029,303
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$28,188,515
Interest on participant loans2016-12-31$7,378
Income. Interest from corporate debt instruments2016-12-31$700
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$2,080,847
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$1,528,555
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$1,528,555
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$3,866
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$840,950
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$240,701
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$2,470,968
Asset. Corporate debt instrument debt (other) at beginning of year2016-12-31$50,275
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$4,771,602
Aggregate carrying amount (costs) on sale of assets2016-12-31$4,771,877
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31CONN GENEVA & ROBINSON
Accountancy firm EIN2016-12-31383012028
2015 : HOWARD MILLER - HEKMAN PROFIT-SHARING AND 401(K) SAVINGS PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-1,035
Total unrealized appreciation/depreciation of assets2015-12-31$-1,035
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$21,887
Total income from all sources (including contributions)2015-12-31$1,009,712
Total loss/gain on sale of assets2015-12-31$-446
Total of all expenses incurred2015-12-31$3,377,155
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$3,307,691
Expenses. Certain deemed distributions of participant loans2015-12-31$39,811
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$869,432
Value of total assets at end of year2015-12-31$30,036,804
Value of total assets at beginning of year2015-12-31$32,382,360
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$29,653
Total interest from all sources2015-12-31$11,222
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$1,165,073
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$1,165,073
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$570,922
Participant contributions at end of year2015-12-31$244,917
Participant contributions at beginning of year2015-12-31$287,445
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$964
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$21,887
Total non interest bearing cash at end of year2015-12-31$23,578
Total non interest bearing cash at beginning of year2015-12-31$1,127
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-2,367,443
Value of net assets at end of year (total assets less liabilities)2015-12-31$30,014,917
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$32,382,360
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$29,653
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$28,188,515
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$28,701,785
Interest on participant loans2015-12-31$8,046
Income. Interest from corporate debt instruments2015-12-31$2,306
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$1,528,555
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$3,290,248
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$3,290,248
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$870
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-1,034,534
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$298,510
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$3,307,691
Asset. Corporate debt instrument debt (other) at end of year2015-12-31$50,275
Asset. Corporate debt instrument debt (other) at beginning of year2015-12-31$101,755
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$108,335
Aggregate carrying amount (costs) on sale of assets2015-12-31$108,781
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31CONN GENEVA & ROBINSON
Accountancy firm EIN2015-12-31383012028
2014 : HOWARD MILLER - HEKMAN PROFIT-SHARING AND 401(K) SAVINGS PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$-2,621
Total unrealized appreciation/depreciation of assets2014-12-31$-2,621
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$10,880
Total income from all sources (including contributions)2014-12-31$3,061,768
Total of all expenses incurred2014-12-31$1,401,117
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,373,153
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$823,019
Value of total assets at end of year2014-12-31$32,382,360
Value of total assets at beginning of year2014-12-31$30,732,589
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$27,964
Total interest from all sources2014-12-31$13,929
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$1,573,672
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$1,573,672
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$538,370
Participant contributions at end of year2014-12-31$287,445
Participant contributions at beginning of year2014-12-31$339,786
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$23,649
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$10,880
Total non interest bearing cash at end of year2014-12-31$1,127
Total non interest bearing cash at beginning of year2014-12-31$13,068
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$1,660,651
Value of net assets at end of year (total assets less liabilities)2014-12-31$32,382,360
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$30,721,709
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$27,964
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$28,701,785
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$27,626,139
Interest on participant loans2014-12-31$9,789
Income. Interest from corporate debt instruments2014-12-31$3,212
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$3,290,248
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$2,649,220
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$2,649,220
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$928
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$653,769
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$261,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,373,153
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$101,755
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$104,376
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$4,321,350
Aggregate carrying amount (costs) on sale of assets2014-12-31$4,321,350
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31CONN GENEVA & ROBINSON
Accountancy firm EIN2014-12-31383012028
2013 : HOWARD MILLER - HEKMAN PROFIT-SHARING AND 401(K) SAVINGS PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$-2,090
Total unrealized appreciation/depreciation of assets2013-12-31$-2,090
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$10,880
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$16,300
Total income from all sources (including contributions)2013-12-31$5,616,159
Total loss/gain on sale of assets2013-12-31$-775
Total of all expenses incurred2013-12-31$923,734
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$887,792
Expenses. Certain deemed distributions of participant loans2013-12-31$13,986
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$672,595
Value of total assets at end of year2013-12-31$30,732,589
Value of total assets at beginning of year2013-12-31$26,045,584
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$21,956
Total interest from all sources2013-12-31$15,953
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$982,258
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$982,258
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$582,595
Participant contributions at end of year2013-12-31$339,786
Participant contributions at beginning of year2013-12-31$340,920
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$10,880
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$16,300
Total non interest bearing cash at end of year2013-12-31$13,068
Total non interest bearing cash at beginning of year2013-12-31$8,822
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$4,692,425
Value of net assets at end of year (total assets less liabilities)2013-12-31$30,721,709
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$26,029,284
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$21,956
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$27,626,139
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$23,921,479
Interest on participant loans2013-12-31$10,663
Income. Interest from corporate debt instruments2013-12-31$4,363
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$2,649,220
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$1,617,122
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$1,617,122
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$927
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$3,948,218
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$90,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$887,792
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$104,376
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$157,241
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$50,000
Aggregate carrying amount (costs) on sale of assets2013-12-31$50,775
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31CONN GENEVA & ROBINSON
Accountancy firm EIN2013-12-31383012028
2012 : HOWARD MILLER - HEKMAN PROFIT-SHARING AND 401(K) SAVINGS PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$-1,134
Total unrealized appreciation/depreciation of assets2012-12-31$-1,134
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$16,300
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$16,485
Total income from all sources (including contributions)2012-12-31$3,493,961
Total loss/gain on sale of assets2012-12-31$-1,827
Total of all expenses incurred2012-12-31$1,306,667
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,273,094
Expenses. Certain deemed distributions of participant loans2012-12-31$10,115
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$693,080
Value of total assets at end of year2012-12-31$26,045,584
Value of total assets at beginning of year2012-12-31$23,858,475
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$23,458
Total interest from all sources2012-12-31$22,822
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$808,565
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$808,565
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$548,080
Participant contributions at end of year2012-12-31$340,920
Participant contributions at beginning of year2012-12-31$381,909
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$16,300
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$16,485
Total non interest bearing cash at end of year2012-12-31$8,822
Total non interest bearing cash at beginning of year2012-12-31$23,255
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$2,187,294
Value of net assets at end of year (total assets less liabilities)2012-12-31$26,029,284
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$23,841,990
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$23,458
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$23,921,479
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$21,509,963
Interest on participant loans2012-12-31$10,926
Income. Interest from US Government securities2012-12-31$350
Income. Interest from corporate debt instruments2012-12-31$10,508
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$1,617,122
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$1,623,543
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$1,623,543
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$1,038
Asset value of US Government securities at beginning of year2012-12-31$56,044
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,972,455
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$145,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,273,094
Asset. Corporate debt instrument debt (other) at end of year2012-12-31$157,241
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$263,761
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$159,604
Aggregate carrying amount (costs) on sale of assets2012-12-31$161,431
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31CONN GENEVA & ROBINSON
Accountancy firm EIN2012-12-31383012028
2011 : HOWARD MILLER - HEKMAN PROFIT-SHARING AND 401(K) SAVINGS PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$1,214
Total unrealized appreciation/depreciation of assets2011-12-31$1,214
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$16,485
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$18,410
Total income from all sources (including contributions)2011-12-31$609,791
Total of all expenses incurred2011-12-31$2,766,132
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$2,725,322
Expenses. Certain deemed distributions of participant loans2011-12-31$14,032
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$652,316
Value of total assets at end of year2011-12-31$23,858,475
Value of total assets at beginning of year2011-12-31$26,016,741
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$26,778
Total interest from all sources2011-12-31$23,031
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$745,253
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$745,253
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$572,316
Participant contributions at end of year2011-12-31$381,909
Participant contributions at beginning of year2011-12-31$249,303
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$16,485
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$18,410
Total non interest bearing cash at end of year2011-12-31$23,255
Total non interest bearing cash at beginning of year2011-12-31$33,333
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-2,156,341
Value of net assets at end of year (total assets less liabilities)2011-12-31$23,841,990
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$25,998,331
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$26,778
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$21,509,963
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$24,150,975
Interest on participant loans2011-12-31$12,410
Income. Interest from US Government securities2011-12-31$660
Income. Interest from corporate debt instruments2011-12-31$9,512
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$1,623,543
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$1,315,504
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$1,315,504
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$449
Asset value of US Government securities at end of year2011-12-31$56,044
Asset value of US Government securities at beginning of year2011-12-31$54,382
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-812,023
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$80,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$2,725,322
Asset. Corporate debt instrument debt (other) at end of year2011-12-31$263,761
Asset. Corporate debt instrument debt (other) at beginning of year2011-12-31$213,244
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31CONN GENEVA & ROBINSON
Accountancy firm EIN2011-12-31383012028
2010 : HOWARD MILLER - HEKMAN PROFIT-SHARING AND 401(K) SAVINGS PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$5,428
Total unrealized appreciation/depreciation of assets2010-12-31$5,428
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$18,410
Total income from all sources (including contributions)2010-12-31$3,709,268
Total of all expenses incurred2010-12-31$1,721,182
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,692,700
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$782,426
Value of total assets at end of year2010-12-31$26,016,741
Value of total assets at beginning of year2010-12-31$24,010,245
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$28,482
Total interest from all sources2010-12-31$33,354
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$563,102
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$563,102
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$2,391,500
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$622,426
Participant contributions at end of year2010-12-31$249,303
Participant contributions at beginning of year2010-12-31$224,417
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$195,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$18,410
Total non interest bearing cash at end of year2010-12-31$33,333
Total non interest bearing cash at beginning of year2010-12-31$37,646
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$1,988,086
Value of net assets at end of year (total assets less liabilities)2010-12-31$25,998,331
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$24,010,245
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$28,482
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$24,150,975
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$22,266,169
Interest on participant loans2010-12-31$10,087
Interest earned on other investments2010-12-31$2,369
Income. Interest from US Government securities2010-12-31$642
Income. Interest from corporate debt instruments2010-12-31$13,731
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$1,315,504
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$1,074,650
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$1,074,650
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$6,525
Asset value of US Government securities at end of year2010-12-31$54,382
Asset value of US Government securities at beginning of year2010-12-31$52,817
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$2,324,958
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$160,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,692,700
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$213,244
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$159,546
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31CONN GENEVA & ROBINSON
Accountancy firm EIN2010-12-31383012028

Form 5500 Responses for HOWARD MILLER - HEKMAN PROFIT-SHARING AND 401(K) SAVINGS PLAN

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

Insurance Providers Used on plan

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number512787-000
Policy instance 1
Insurance contract or identification number512787-000
Number of Individuals Covered293
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
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 number512787-000
Policy instance 1
Insurance contract or identification number512787-000
Number of Individuals Covered282
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $2,208
Total amount of fees paid to insurance companyUSD $0
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
Commission paid to Insurance BrokerUSD $2,208
Insurance broker organization code?3
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number512787-000
Policy instance 1
Insurance contract or identification number512787-000
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $5,225
Total amount of fees paid to insurance companyUSD $0
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 $5,225
Insurance broker organization code?3
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number512787-000
Policy instance 1
Insurance contract or identification number512787-000
Number of Individuals Covered96
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $4,859
Total amount of fees paid to insurance companyUSD $353
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 $4,859
Amount paid for insurance broker fees353
Insurance broker organization code?3
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number512787-000
Policy instance 1
Insurance contract or identification number512787-000
Number of Individuals Covered175
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $3,877
Total amount of fees paid to insurance companyUSD $50
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 $3,877
Amount paid for insurance broker fees50
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number512787-000
Policy instance 1
Insurance contract or identification number512787-000
Number of Individuals Covered180
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $4,879
Total amount of fees paid to insurance companyUSD $7,647
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
Amount paid for insurance broker fees7647
Commission paid to Insurance BrokerUSD $4,879
Insurance broker nameTHE HUNTINGTON INVESTMENT COMPANY

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