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HAUENSTEIN & BURMEISTER,INC ELEVATOR DIVISION UNION SAVINGS PLAN 401k Plan overview

Plan NameHAUENSTEIN & BURMEISTER,INC ELEVATOR DIVISION UNION SAVINGS PLAN
Plan identification number 007

HAUENSTEIN & BURMEISTER,INC ELEVATOR DIVISION UNION SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.

401k Sponsoring company profile

H & B ELEVATORS, INC. has sponsored the creation of one or more 401k plans.

Company Name:H & B ELEVATORS, INC.
Employer identification number (EIN):410714153
NAIC Classification:332900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HAUENSTEIN & BURMEISTER,INC ELEVATOR DIVISION UNION SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0072017-01-01
0072017-01-01LESLIE GREVES, TRUSTEE2017-09-07
0072017-01-01LESLIE GREVES, TRUSTEE2017-09-07
0072016-01-01
0072015-01-01
0072014-01-01
0072013-01-01
0072012-01-01JAMES BRENK, TRUSTEE
0072011-01-01JAMES BRENK, TRUSTEE
0072009-01-01JAMES BRENK, TRUSTEE TIM D. ASGRIMSON2010-06-01

Plan Statistics for HAUENSTEIN & BURMEISTER,INC ELEVATOR DIVISION UNION SAVINGS PLAN

401k plan membership statisitcs for HAUENSTEIN & BURMEISTER,INC ELEVATOR DIVISION UNION SAVINGS PLAN

Measure Date Value
2017: HAUENSTEIN & BURMEISTER,INC ELEVATOR DIVISION UNION SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0119
Total number of active participants reported on line 7a of the Form 55002017-01-010
Total of all active and inactive participants2017-01-010
Total participants2017-01-010
2016: HAUENSTEIN & BURMEISTER,INC ELEVATOR DIVISION UNION SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0119
Total number of active participants reported on line 7a of the Form 55002016-01-0119
Total of all active and inactive participants2016-01-0119
Total participants2016-01-0119
2015: HAUENSTEIN & BURMEISTER,INC ELEVATOR DIVISION UNION SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0121
Total number of active participants reported on line 7a of the Form 55002015-01-0119
Total of all active and inactive participants2015-01-0119
Total participants2015-01-0119
2014: HAUENSTEIN & BURMEISTER,INC ELEVATOR DIVISION UNION SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0125
Total number of active participants reported on line 7a of the Form 55002014-01-0121
Total of all active and inactive participants2014-01-0121
Total participants2014-01-0121
2013: HAUENSTEIN & BURMEISTER,INC ELEVATOR DIVISION UNION SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0153
Total number of active participants reported on line 7a of the Form 55002013-01-0125
Total of all active and inactive participants2013-01-0125
Total participants2013-01-0125
2012: HAUENSTEIN & BURMEISTER,INC ELEVATOR DIVISION UNION SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0155
Total number of active participants reported on line 7a of the Form 55002012-01-0153
Total of all active and inactive participants2012-01-0153
Total participants2012-01-0153
2011: HAUENSTEIN & BURMEISTER,INC ELEVATOR DIVISION UNION SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0159
Total number of active participants reported on line 7a of the Form 55002011-01-0155
Total of all active and inactive participants2011-01-0155
Total participants2011-01-0155
2009: HAUENSTEIN & BURMEISTER,INC ELEVATOR DIVISION UNION SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0147
Total number of active participants reported on line 7a of the Form 55002009-01-0162
Total of all active and inactive participants2009-01-0162
Total participants2009-01-0162
Number of participants with account balances2009-01-0162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on HAUENSTEIN & BURMEISTER,INC ELEVATOR DIVISION UNION SAVINGS PLAN

Measure Date Value
2017 : HAUENSTEIN & BURMEISTER,INC ELEVATOR DIVISION UNION SAVINGS PLAN 2017 401k financial data
Total plan liabilities at beginning of year2017-03-31$0
Expenses. Total of all expenses incurred2017-03-31$20,146
Benefits paid (including direct rollovers)2017-03-31$20,146
Total plan assets at end of year2017-03-31$0
Total plan assets at beginning of year2017-03-31$20,146
Value of fidelity bond covering the plan2017-03-31$100,000
Net income (gross income less expenses)2017-03-31$-20,146
Net plan assets at beginning of year (total assets less liabilities)2017-03-31$20,146
2016 : HAUENSTEIN & BURMEISTER,INC ELEVATOR DIVISION UNION SAVINGS PLAN 2016 401k financial data
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$-73
Total plan assets at end of year2016-12-31$20,146
Total plan assets at beginning of year2016-12-31$20,219
Value of fidelity bond covering the plan2016-12-31$100,000
Other income received2016-12-31$-73
Net income (gross income less expenses)2016-12-31$-73
Net plan assets at end of year (total assets less liabilities)2016-12-31$20,146
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$20,219
2015 : HAUENSTEIN & BURMEISTER,INC ELEVATOR DIVISION UNION SAVINGS PLAN 2015 401k financial data
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$-973
Expenses. Total of all expenses incurred2015-12-31$11
Total plan assets at end of year2015-12-31$20,219
Total plan assets at beginning of year2015-12-31$21,203
Value of fidelity bond covering the plan2015-12-31$100,000
Expenses. Other expenses not covered elsewhere2015-12-31$11
Other income received2015-12-31$-973
Net income (gross income less expenses)2015-12-31$-984
Net plan assets at end of year (total assets less liabilities)2015-12-31$20,219
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$21,203
2014 : HAUENSTEIN & BURMEISTER,INC ELEVATOR DIVISION UNION SAVINGS PLAN 2014 401k financial data
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$540
Expenses. Total of all expenses incurred2014-12-31$28,213
Benefits paid (including direct rollovers)2014-12-31$27,331
Total plan assets at end of year2014-12-31$21,203
Total plan assets at beginning of year2014-12-31$48,876
Value of fidelity bond covering the plan2014-12-31$100,000
Total contributions received or receivable from participants2014-12-31$540
Expenses. Other expenses not covered elsewhere2014-12-31$882
Net income (gross income less expenses)2014-12-31$-27,673
Net plan assets at end of year (total assets less liabilities)2014-12-31$21,203
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$48,876
2013 : HAUENSTEIN & BURMEISTER,INC ELEVATOR DIVISION UNION SAVINGS PLAN 2013 401k financial data
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$69,160
Expenses. Total of all expenses incurred2013-12-31$782,806
Benefits paid (including direct rollovers)2013-12-31$781,115
Total plan assets at end of year2013-12-31$48,876
Total plan assets at beginning of year2013-12-31$762,522
Value of fidelity bond covering the plan2013-12-31$100,000
Total contributions received or receivable from participants2013-12-31$14,613
Expenses. Other expenses not covered elsewhere2013-12-31$1,691
Other income received2013-12-31$49,289
Net income (gross income less expenses)2013-12-31$-713,646
Net plan assets at end of year (total assets less liabilities)2013-12-31$48,876
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$762,522
Total contributions received or receivable from employer(s)2013-12-31$5,258
2012 : HAUENSTEIN & BURMEISTER,INC ELEVATOR DIVISION UNION SAVINGS PLAN 2012 401k financial data
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$114,527
Expenses. Total of all expenses incurred2012-12-31$92,870
Benefits paid (including direct rollovers)2012-12-31$90,936
Total plan assets at end of year2012-12-31$762,522
Total plan assets at beginning of year2012-12-31$740,865
Value of fidelity bond covering the plan2012-12-31$100,000
Total contributions received or receivable from participants2012-12-31$34,198
Expenses. Other expenses not covered elsewhere2012-12-31$1,934
Other income received2012-12-31$56,397
Net income (gross income less expenses)2012-12-31$21,657
Net plan assets at end of year (total assets less liabilities)2012-12-31$762,522
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$740,865
Total contributions received or receivable from employer(s)2012-12-31$23,932
2011 : HAUENSTEIN & BURMEISTER,INC ELEVATOR DIVISION UNION SAVINGS PLAN 2011 401k financial data
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$43,722
Expenses. Total of all expenses incurred2011-12-31$85,241
Benefits paid (including direct rollovers)2011-12-31$83,624
Total plan assets at end of year2011-12-31$740,865
Total plan assets at beginning of year2011-12-31$782,384
Value of fidelity bond covering the plan2011-12-31$100,000
Total contributions received or receivable from participants2011-12-31$31,837
Expenses. Other expenses not covered elsewhere2011-12-31$1,617
Other income received2011-12-31$-10,084
Net income (gross income less expenses)2011-12-31$-41,519
Net plan assets at end of year (total assets less liabilities)2011-12-31$740,865
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$782,384
Total contributions received or receivable from employer(s)2011-12-31$21,969
2010 : HAUENSTEIN & BURMEISTER,INC ELEVATOR DIVISION UNION SAVINGS PLAN 2010 401k financial data
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$122,457
Expenses. Total of all expenses incurred2010-12-31$43,411
Benefits paid (including direct rollovers)2010-12-31$42,896
Total plan assets at end of year2010-12-31$782,384
Total plan assets at beginning of year2010-12-31$703,338
Value of fidelity bond covering the plan2010-12-31$100,000
Total contributions received or receivable from participants2010-12-31$26,451
Expenses. Other expenses not covered elsewhere2010-12-31$515
Other income received2010-12-31$73,946
Net income (gross income less expenses)2010-12-31$79,046
Net plan assets at end of year (total assets less liabilities)2010-12-31$782,384
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$703,338
Total contributions received or receivable from employer(s)2010-12-31$22,060
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2010-12-310

Form 5500 Responses for HAUENSTEIN & BURMEISTER,INC ELEVATOR DIVISION UNION SAVINGS PLAN

2017: HAUENSTEIN & BURMEISTER,INC ELEVATOR DIVISION UNION SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01This submission is the final filingYes
2017-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: HAUENSTEIN & BURMEISTER,INC ELEVATOR DIVISION UNION 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: HAUENSTEIN & BURMEISTER,INC ELEVATOR DIVISION UNION SAVINGS PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: HAUENSTEIN & BURMEISTER,INC ELEVATOR DIVISION UNION SAVINGS PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: HAUENSTEIN & BURMEISTER,INC ELEVATOR DIVISION UNION SAVINGS PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: HAUENSTEIN & BURMEISTER,INC ELEVATOR DIVISION UNION SAVINGS PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: HAUENSTEIN & BURMEISTER,INC ELEVATOR DIVISION UNION SAVINGS PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: HAUENSTEIN & BURMEISTER,INC ELEVATOR DIVISION UNION SAVINGS PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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