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HIGDON PARTNERS LLC 401(K) PLAN 401k Plan overview

Plan NameHIGDON PARTNERS LLC 401(K) PLAN
Plan identification number 001

HIGDON PARTNERS LLC 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).
  • Life insurance

401k Sponsoring company profile

HIGDON PARTNERS LLC has sponsored the creation of one or more 401k plans.

Company Name:HIGDON PARTNERS LLC
Employer identification number (EIN):383728078
NAIC Classification:561300

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HIGDON PARTNERS LLC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012019-01-01LISA PETRELLO2020-07-02 LISA PETRELLO2020-07-02
0012018-01-01EILEEN CRUZ2019-07-29 EILEEN CRUZ2019-07-29
0012017-01-01EILEEN CRUZ2018-07-24 EILEEN CRUZ2018-07-24
0012016-01-01HENRY HIGDON2017-05-18 HENRY HIGDON2017-05-18
0012015-01-01HENRY HIGDON2016-07-12 HENRY HIGDON2016-07-12
0012014-01-01HENRY HIGDON2015-05-05 HENRY HIGDON2015-05-05
0012013-01-01HENRY HIGDON2014-06-17 HENRY HIGDON2014-06-17
0012012-01-01HENRY HIGDON2013-07-24 HENRY HIGDON2013-07-24
0012011-01-01HENRY HIGDON2012-07-17 HENRY HIGDON2012-07-17
0012010-01-01HENRY HIGDON2011-08-16 HENRY HIGDON2011-08-16
0012008-01-01HENRY HIGDON

Plan Statistics for HIGDON PARTNERS LLC 401(K) PLAN

401k plan membership statisitcs for HIGDON PARTNERS LLC 401(K) PLAN

Measure Date Value
2008: HIGDON PARTNERS LLC 401(K) PLAN 2008 401k membership
Total participants, beginning-of-year2008-01-0115
Total number of active participants reported on line 7a of the Form 55002008-01-0113
Number of other retired or separated participants entitled to future benefits2008-01-013
Total of all active and inactive participants2008-01-0116
Total participants2008-01-0116
Number of participants with account balances2008-01-0116

Financial Data on HIGDON PARTNERS LLC 401(K) PLAN

Measure Date Value
2008 : HIGDON PARTNERS LLC 401(K) PLAN 2008 401k financial data
Total income from all sources2008-12-31$-255,781
Expenses. Total of all expenses incurred2008-12-31$1,004
Total plan assets at end of year2008-12-31$2,186,928
Total plan assets at beginning of year2008-12-31$2,443,713
Value of fidelity bond covering the plan2008-12-31$300,000
Total contributions received or receivable from participants2008-12-31$65,555
Expenses. Other expenses not covered elsewhere2008-12-31$1,004
Contributions received from other sources (not participants or employers)2008-12-31$101,001
Other income received2008-12-31$-422,337
Net income (gross income less expenses)2008-12-31$-256,785
Net plan assets at end of year (total assets less liabilities)2008-12-31$2,186,928
Net plan assets at beginning of year (total assets less liabilities)2008-12-31$2,443,713
Assets. Value of participant loans2008-12-31$99,736
2007 : HIGDON PARTNERS LLC 401(K) PLAN 2007 401k financial data
Total income from all sources2007-12-31$366,604
Expenses. Total of all expenses incurred2007-12-31$69,708
Benefits paid (including direct rollovers)2007-12-31$69,364
Total plan assets at end of year2007-12-31$2,443,713
Total plan assets at beginning of year2007-12-31$2,146,817
Value of fidelity bond covering the plan2007-12-31$300,000
Total contributions received or receivable from participants2007-12-31$36,852
Expenses. Other expenses not covered elsewhere2007-12-31$344
Contributions received from other sources (not participants or employers)2007-12-31$1,667
Other income received2007-12-31$86,246
Net income (gross income less expenses)2007-12-31$296,896
Net plan assets at end of year (total assets less liabilities)2007-12-31$2,443,713
Net plan assets at beginning of year (total assets less liabilities)2007-12-31$2,146,817
Assets. Value of participant loans2007-12-31$56,295
Total contributions received or receivable from employer(s)2007-12-31$241,839
2006 : HIGDON PARTNERS LLC 401(K) PLAN 2006 401k financial data
Total income from all sources2006-12-31$302,270
Expenses. Total of all expenses incurred2006-12-31$21,941
Benefits paid (including direct rollovers)2006-12-31$21,517
Total plan assets at end of year2006-12-31$2,146,817
Total plan assets at beginning of year2006-12-31$1,866,488
Value of fidelity bond covering the plan2006-12-31$300,000
Total contributions received or receivable from participants2006-12-31$34,610
Expenses. Other expenses not covered elsewhere2006-12-31$424
Contributions received from other sources (not participants or employers)2006-12-31$43,083
Other income received2006-12-31$155,396
Net income (gross income less expenses)2006-12-31$280,329
Net plan assets at end of year (total assets less liabilities)2006-12-31$2,146,817
Net plan assets at beginning of year (total assets less liabilities)2006-12-31$1,866,488
Assets. Value of participant loans2006-12-31$57,157
Total contributions received or receivable from employer(s)2006-12-31$69,181
2005 : HIGDON PARTNERS LLC 401(K) PLAN 2005 401k financial data
Total income from all sources2005-12-31$228,032
Expenses. Total of all expenses incurred2005-12-31$27,786
Benefits paid (including direct rollovers)2005-12-31$23,688
Total plan assets at end of year2005-12-31$1,866,488
Total plan assets at beginning of year2005-12-31$1,666,242
Value of fidelity bond covering the plan2005-12-31$300,000
Total contributions received or receivable from participants2005-12-31$21,096
Expenses. Other expenses not covered elsewhere2005-12-31$4,098
Contributions received from other sources (not participants or employers)2005-12-31$57,219
Other income received2005-12-31$87,286
Net income (gross income less expenses)2005-12-31$200,246
Net plan assets at end of year (total assets less liabilities)2005-12-31$1,866,488
Net plan assets at beginning of year (total assets less liabilities)2005-12-31$1,666,242
Assets. Value of participant loans2005-12-31$77,947
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022005-12-31$1,551
Total contributions received or receivable from employer(s)2005-12-31$62,431

Form 5500 Responses for HIGDON PARTNERS LLC 401(K) PLAN

2008: HIGDON PARTNERS LLC 401(K) PLAN 2008 form 5500 responses
2008-01-01Type of plan entitySingle employer plan
2008-01-01Submission has been amendedYes
2008-01-01This submission is the final filingNo
2008-01-01This return/report is a short plan year return/report (less than 12 months)No
2008-01-01Plan is a collectively bargained planNo
2008-01-01Plan funding arrangement – InsuranceYes
2008-01-01Plan funding arrangement – TrustYes
2008-01-01Plan benefit arrangement – InsuranceYes
2008-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number59484
Policy instance 1
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number801513
Policy instance 2
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number801513
Policy instance 1
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number59484
Policy instance 2
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number801513
Policy instance 1
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number59484
Policy instance 2
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number801513
Policy instance 1
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number59484
Policy instance 2

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