HABEN INSURANCE GROUP, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan HABEN INSURANCE GROUP RETIREMENT PLAN
Measure | Date | Value |
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2019: HABEN INSURANCE GROUP RETIREMENT PLAN 2019 401k membership |
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Total participants, beginning-of-year | 2019-01-01 | 1 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 0 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 0 |
Total of all active and inactive participants | 2019-01-01 | 0 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 0 |
Number of participants with account balances | 2019-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: HABEN INSURANCE GROUP RETIREMENT PLAN 2018 401k membership |
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Total participants, beginning-of-year | 2018-01-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 1 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 0 |
Total of all active and inactive participants | 2018-01-01 | 1 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 1 |
Number of participants with account balances | 2018-01-01 | 1 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: HABEN INSURANCE GROUP RETIREMENT PLAN 2017 401k membership |
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Total participants, beginning-of-year | 2017-01-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 3 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 0 |
Total of all active and inactive participants | 2017-01-01 | 3 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 3 |
Number of participants with account balances | 2017-01-01 | 1 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: HABEN INSURANCE GROUP RETIREMENT PLAN 2016 401k membership |
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Total participants, beginning-of-year | 2016-01-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 3 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 0 |
Total of all active and inactive participants | 2016-01-01 | 3 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 3 |
Number of participants with account balances | 2016-01-01 | 1 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: HABEN INSURANCE GROUP RETIREMENT PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 5 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 5 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 0 |
Total of all active and inactive participants | 2015-01-01 | 5 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 5 |
Number of participants with account balances | 2015-01-01 | 1 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: HABEN INSURANCE GROUP RETIREMENT PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 5 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 5 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 0 |
Total of all active and inactive participants | 2014-01-01 | 5 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 5 |
Number of participants with account balances | 2014-01-01 | 1 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: HABEN INSURANCE GROUP RETIREMENT PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 3 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 0 |
Total of all active and inactive participants | 2013-01-01 | 3 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 3 |
Number of participants with account balances | 2013-01-01 | 1 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: HABEN INSURANCE GROUP RETIREMENT PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-24 | 1 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-24 | 1 |
Number of retired or separated participants receiving benefits | 2012-01-24 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-01-24 | 0 |
Total of all active and inactive participants | 2012-01-24 | 1 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-24 | 0 |
Total participants | 2012-01-24 | 1 |
Number of participants with account balances | 2012-01-24 | 1 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-24 | 0 |
Measure | Date | Value |
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2019 : HABEN INSURANCE GROUP RETIREMENT PLAN 2019 401k financial data |
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Total income from all sources | 2019-09-06 | $36,527 |
Expenses. Total of all expenses incurred | 2019-09-06 | $536,702 |
Benefits paid (including direct rollovers) | 2019-09-06 | $536,702 |
Total plan assets at end of year | 2019-09-06 | $0 |
Total plan assets at beginning of year | 2019-09-06 | $500,175 |
Value of fidelity bond covering the plan | 2019-09-06 | $55,000 |
Other income received | 2019-09-06 | $36,527 |
Net income (gross income less expenses) | 2019-09-06 | $-500,175 |
Net plan assets at end of year (total assets less liabilities) | 2019-09-06 | $0 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-09-06 | $500,175 |
Assets. Value of employer securities | 2019-09-06 | $0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-09-06 | $0 |
2018 : HABEN INSURANCE GROUP RETIREMENT PLAN 2018 401k financial data |
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Total income from all sources | 2018-12-31 | $52,000 |
Expenses. Total of all expenses incurred | 2018-12-31 | $0 |
Total plan assets at end of year | 2018-12-31 | $500,175 |
Total plan assets at beginning of year | 2018-12-31 | $448,175 |
Value of fidelity bond covering the plan | 2018-12-31 | $50,000 |
Other income received | 2018-12-31 | $52,000 |
Net income (gross income less expenses) | 2018-12-31 | $52,000 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $500,175 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $448,175 |
Assets. Value of employer securities | 2018-12-31 | $500,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
2017 : HABEN INSURANCE GROUP RETIREMENT PLAN 2017 401k financial data |
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Total income from all sources | 2017-12-31 | $14,065 |
Expenses. Total of all expenses incurred | 2017-12-31 | $0 |
Total plan assets at end of year | 2017-12-31 | $448,175 |
Total plan assets at beginning of year | 2017-12-31 | $434,110 |
Value of fidelity bond covering the plan | 2017-12-31 | $50,000 |
Other income received | 2017-12-31 | $14,065 |
Net income (gross income less expenses) | 2017-12-31 | $14,065 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $448,175 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $434,110 |
Assets. Value of employer securities | 2017-12-31 | $448,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
2016 : HABEN INSURANCE GROUP RETIREMENT PLAN 2016 401k financial data |
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Total income from all sources | 2016-12-31 | $24,559 |
Expenses. Total of all expenses incurred | 2016-12-31 | $0 |
Total plan assets at end of year | 2016-12-31 | $434,110 |
Total plan assets at beginning of year | 2016-12-31 | $409,551 |
Value of fidelity bond covering the plan | 2016-12-31 | $50,000 |
Other income received | 2016-12-31 | $24,559 |
Net income (gross income less expenses) | 2016-12-31 | $24,559 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $434,110 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $409,551 |
Assets. Value of employer securities | 2016-12-31 | $433,935 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
2015 : HABEN INSURANCE GROUP RETIREMENT PLAN 2015 401k financial data |
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Total income from all sources | 2015-12-31 | $-15,624 |
Expenses. Total of all expenses incurred | 2015-12-31 | $0 |
Total plan assets at end of year | 2015-12-31 | $409,551 |
Total plan assets at beginning of year | 2015-12-31 | $425,175 |
Value of fidelity bond covering the plan | 2015-12-31 | $50,000 |
Other income received | 2015-12-31 | $-15,624 |
Net income (gross income less expenses) | 2015-12-31 | $-15,624 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $409,551 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $425,175 |
Assets. Value of employer securities | 2015-12-31 | $409,376 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
2014 : HABEN INSURANCE GROUP RETIREMENT PLAN 2014 401k financial data |
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Total income from all sources | 2014-12-31 | $25,000 |
Expenses. Total of all expenses incurred | 2014-12-31 | $0 |
Total plan assets at end of year | 2014-12-31 | $425,175 |
Total plan assets at beginning of year | 2014-12-31 | $400,175 |
Value of fidelity bond covering the plan | 2014-12-31 | $50,000 |
Other income received | 2014-12-31 | $25,000 |
Net income (gross income less expenses) | 2014-12-31 | $25,000 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $425,175 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $400,175 |
Assets. Value of employer securities | 2014-12-31 | $425,000 |
2013 : HABEN INSURANCE GROUP RETIREMENT PLAN 2013 401k financial data |
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Total income from all sources | 2013-12-31 | $85,000 |
Expenses. Total of all expenses incurred | 2013-12-31 | $0 |
Total plan assets at end of year | 2013-12-31 | $400,175 |
Total plan assets at beginning of year | 2013-12-31 | $315,175 |
Value of fidelity bond covering the plan | 2013-12-31 | $50,000 |
Other income received | 2013-12-31 | $85,000 |
Net income (gross income less expenses) | 2013-12-31 | $85,000 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $400,175 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $315,175 |
Assets. Value of employer securities | 2013-12-31 | $400,000 |
2012 : HABEN INSURANCE GROUP RETIREMENT PLAN 2012 401k financial data |
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Total income from all sources | 2012-12-31 | $315,187 |
Expenses. Total of all expenses incurred | 2012-12-31 | $12 |
Total plan assets at end of year | 2012-12-31 | $315,175 |
Expenses. Other expenses not covered elsewhere | 2012-12-31 | $12 |
Contributions received from other sources (not participants or employers) | 2012-12-31 | $505,142 |
Other income received | 2012-12-31 | $-189,955 |
Net income (gross income less expenses) | 2012-12-31 | $315,175 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $315,175 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $0 |
Assets. Value of employer securities | 2012-12-31 | $315,000 |
2019: HABEN INSURANCE GROUP RETIREMENT PLAN 2019 form 5500 responses |
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2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | Yes |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: HABEN INSURANCE GROUP RETIREMENT PLAN 2018 form 5500 responses |
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2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: HABEN INSURANCE GROUP RETIREMENT PLAN 2017 form 5500 responses |
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2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: HABEN INSURANCE GROUP RETIREMENT PLAN 2016 form 5500 responses |
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2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: HABEN INSURANCE GROUP RETIREMENT PLAN 2015 form 5500 responses |
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2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: HABEN INSURANCE GROUP RETIREMENT PLAN 2014 form 5500 responses |
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2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: HABEN INSURANCE GROUP RETIREMENT PLAN 2013 form 5500 responses |
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2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: HABEN INSURANCE GROUP RETIREMENT PLAN 2012 form 5500 responses |
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2012-01-24 | Type of plan entity | Single employer plan |
2012-01-24 | First time form 5500 has been submitted | Yes |
2012-01-24 | Submission has been amended | No |
2012-01-24 | This submission is the final filing | No |
2012-01-24 | This return/report is a short plan year return/report (less than 12 months) | Yes |
2012-01-24 | Plan is a collectively bargained plan | No |
2012-01-24 | Plan funding arrangement – Trust | Yes |
2012-01-24 | Plan benefit arrangement - Trust | Yes |