Plan Name | HLF&G, INC. 401(K) PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | HLF&G, INC. |
Employer identification number (EIN): | 462662830 |
NAIC Classification: | 812190 |
Additional information about HLF&G, INC.
Jurisdiction of Incorporation: | Texas Secretary of State |
Incorporation Date: | 2013-04-24 |
Company Identification Number: | 0801772455 |
Legal Registered Office Address: |
4900 WINDHAVEN PKWY APT 15205 THE COLONY United States of America (USA) 75056 |
More information about HLF&G, INC.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2019-01-01 | ||||
001 | 2018-01-01 | ||||
001 | 2017-01-01 | KATHY WITMER | KATHY WITMER | 2018-07-28 | |
001 | 2016-01-01 | KATHLEEN WITMER | KATHLEEN WITMER | 2017-06-19 | |
001 | 2015-01-01 | 2016-07-21 | |||
001 | 2015-01-01 | KATHY WITMER | KATHY WITMER | 2016-08-03 | |
001 | 2014-01-01 | KATHLEEN WITMER | KATHLEEN WITMER | 2015-06-04 | |
001 | 2013-04-25 | KATHLEEN WITMER | KATHLEEN WITMER | 2014-03-14 |
Measure | Date | Value |
---|---|---|
2019: HLF&G, INC. 401(K) PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 2 |
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: HLF&G, INC. 401(K) PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 2 |
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 | 2 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 2 |
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: HLF&G, INC. 401(K) PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 1 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 2 |
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 | 2 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 2 |
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: HLF&G, INC. 401(K) PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 1 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 1 |
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 | 1 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 1 |
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: HLF&G, INC. 401(K) PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 1 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 1 |
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 | 1 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 1 |
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: HLF&G, INC. 401(K) PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 1 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 1 |
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 | 1 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 1 |
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: HLF&G, INC. 401(K) PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-04-25 | 1 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-04-25 | 1 |
Number of retired or separated participants receiving benefits | 2013-04-25 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-04-25 | 0 |
Total of all active and inactive participants | 2013-04-25 | 1 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-04-25 | 0 |
Total participants | 2013-04-25 | 1 |
Number of participants with account balances | 2013-04-25 | 1 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-04-25 | 0 |
Measure | Date | Value |
---|---|---|
2019 : HLF&G, INC. 401(K) PLAN 2019 401k financial data | ||
Transfers to/from the plan | 2019-11-29 | $0 |
Total plan liabilities at end of year | 2019-11-29 | $0 |
Total plan liabilities at beginning of year | 2019-11-29 | $0 |
Total income from all sources | 2019-11-29 | $-317,751 |
Expenses. Total of all expenses incurred | 2019-11-29 | $11,571 |
Benefits paid (including direct rollovers) | 2019-11-29 | $11,556 |
Total plan assets at end of year | 2019-11-29 | $0 |
Total plan assets at beginning of year | 2019-11-29 | $329,322 |
Value of fidelity bond covering the plan | 2019-11-29 | $250,000 |
Total contributions received or receivable from participants | 2019-11-29 | $0 |
Expenses. Other expenses not covered elsewhere | 2019-11-29 | $15 |
Contributions received from other sources (not participants or employers) | 2019-11-29 | $0 |
Other income received | 2019-11-29 | $-317,751 |
Noncash contributions received | 2019-11-29 | $0 |
Net income (gross income less expenses) | 2019-11-29 | $-329,322 |
Net plan assets at end of year (total assets less liabilities) | 2019-11-29 | $0 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-11-29 | $329,322 |
Assets. Value of employer securities | 2019-11-29 | $0 |
Total contributions received or receivable from employer(s) | 2019-11-29 | $0 |
Value of certain deemed distributions of participant loans | 2019-11-29 | $0 |
Value of corrective distributions | 2019-11-29 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2019-11-29 | $0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-11-29 | $0 |
2018 : HLF&G, INC. 401(K) PLAN 2018 401k financial data | ||
Transfers to/from the plan | 2018-12-31 | $0 |
Total plan liabilities at end of year | 2018-12-31 | $0 |
Total plan liabilities at beginning of year | 2018-12-31 | $0 |
Total income from all sources | 2018-12-31 | $182,952 |
Expenses. Total of all expenses incurred | 2018-12-31 | $0 |
Benefits paid (including direct rollovers) | 2018-12-31 | $0 |
Total plan assets at end of year | 2018-12-31 | $329,322 |
Total plan assets at beginning of year | 2018-12-31 | $146,370 |
Value of fidelity bond covering the plan | 2018-12-31 | $250,000 |
Total contributions received or receivable from participants | 2018-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2018-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2018-12-31 | $0 |
Other income received | 2018-12-31 | $182,952 |
Noncash contributions received | 2018-12-31 | $0 |
Net income (gross income less expenses) | 2018-12-31 | $182,952 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $329,322 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $146,370 |
Assets. Value of employer securities | 2018-12-31 | $329,322 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $0 |
Value of certain deemed distributions of participant loans | 2018-12-31 | $0 |
Value of corrective distributions | 2018-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $0 |
2017 : HLF&G, INC. 401(K) PLAN 2017 401k financial data | ||
Transfers to/from the plan | 2017-12-31 | $0 |
Total plan liabilities at end of year | 2017-12-31 | $0 |
Total plan liabilities at beginning of year | 2017-12-31 | $0 |
Total income from all sources | 2017-12-31 | $19,940 |
Expenses. Total of all expenses incurred | 2017-12-31 | $0 |
Benefits paid (including direct rollovers) | 2017-12-31 | $0 |
Total plan assets at end of year | 2017-12-31 | $146,370 |
Total plan assets at beginning of year | 2017-12-31 | $126,430 |
Value of fidelity bond covering the plan | 2017-12-31 | $250,000 |
Total contributions received or receivable from participants | 2017-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2017-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2017-12-31 | $0 |
Other income received | 2017-12-31 | $19,940 |
Noncash contributions received | 2017-12-31 | $0 |
Net income (gross income less expenses) | 2017-12-31 | $19,940 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $146,370 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $126,430 |
Assets. Value of employer securities | 2017-12-31 | $146,370 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $0 |
Value of certain deemed distributions of participant loans | 2017-12-31 | $0 |
Value of corrective distributions | 2017-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $0 |
2016 : HLF&G, INC. 401(K) PLAN 2016 401k financial data | ||
Transfers to/from the plan | 2016-12-31 | $0 |
Total plan liabilities at end of year | 2016-12-31 | $0 |
Total plan liabilities at beginning of year | 2016-12-31 | $0 |
Total income from all sources | 2016-12-31 | $25,823 |
Expenses. Total of all expenses incurred | 2016-12-31 | $0 |
Benefits paid (including direct rollovers) | 2016-12-31 | $0 |
Total plan assets at end of year | 2016-12-31 | $126,430 |
Total plan assets at beginning of year | 2016-12-31 | $100,607 |
Value of fidelity bond covering the plan | 2016-12-31 | $20,000 |
Total contributions received or receivable from participants | 2016-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2016-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2016-12-31 | $0 |
Other income received | 2016-12-31 | $25,823 |
Noncash contributions received | 2016-12-31 | $0 |
Net income (gross income less expenses) | 2016-12-31 | $25,823 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $126,430 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $100,607 |
Assets. Value of employer securities | 2016-12-31 | $126,430 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $0 |
Value of certain deemed distributions of participant loans | 2016-12-31 | $0 |
Value of corrective distributions | 2016-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $0 |
2015 : HLF&G, INC. 401(K) PLAN 2015 401k financial data | ||
Transfers to/from the plan | 2015-12-31 | $0 |
Total plan liabilities at end of year | 2015-12-31 | $0 |
Total plan liabilities at beginning of year | 2015-12-31 | $0 |
Total income from all sources | 2015-12-31 | $100,607 |
Expenses. Total of all expenses incurred | 2015-12-31 | $0 |
Benefits paid (including direct rollovers) | 2015-12-31 | $0 |
Total plan assets at end of year | 2015-12-31 | $100,607 |
Total plan assets at beginning of year | 2015-12-31 | $0 |
Value of fidelity bond covering the plan | 2015-12-31 | $20,000 |
Total contributions received or receivable from participants | 2015-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2015-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2015-12-31 | $0 |
Other income received | 2015-12-31 | $100,607 |
Noncash contributions received | 2015-12-31 | $0 |
Net income (gross income less expenses) | 2015-12-31 | $100,607 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $100,607 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $0 |
Assets. Value of employer securities | 2015-12-31 | $100,607 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $0 |
Value of certain deemed distributions of participant loans | 2015-12-31 | $0 |
Value of corrective distributions | 2015-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $0 |
2014 : HLF&G, INC. 401(K) PLAN 2014 401k financial data | ||
Transfers to/from the plan | 2014-12-31 | $0 |
Total plan liabilities at end of year | 2014-12-31 | $0 |
Total plan liabilities at beginning of year | 2014-12-31 | $0 |
Total income from all sources | 2014-12-31 | $0 |
Expenses. Total of all expenses incurred | 2014-12-31 | $0 |
Benefits paid (including direct rollovers) | 2014-12-31 | $0 |
Total plan assets at end of year | 2014-12-31 | $0 |
Total plan assets at beginning of year | 2014-12-31 | $0 |
Value of fidelity bond covering the plan | 2014-12-31 | $20,000 |
Total contributions received or receivable from participants | 2014-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2014-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2014-12-31 | $100,000 |
Other income received | 2014-12-31 | $-100,000 |
Noncash contributions received | 2014-12-31 | $0 |
Net income (gross income less expenses) | 2014-12-31 | $0 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $0 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $0 |
Assets. Value of employer securities | 2014-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $0 |
Value of certain deemed distributions of participant loans | 2014-12-31 | $0 |
Value of corrective distributions | 2014-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $0 |
2013 : HLF&G, INC. 401(K) PLAN 2013 401k financial data | ||
Transfers to/from the plan | 2013-12-31 | $0 |
Total plan liabilities at end of year | 2013-12-31 | $0 |
Total plan liabilities at beginning of year | 2013-12-31 | $0 |
Total income from all sources | 2013-12-31 | $15 |
Expenses. Total of all expenses incurred | 2013-12-31 | $15 |
Benefits paid (including direct rollovers) | 2013-12-31 | $0 |
Total plan assets at end of year | 2013-12-31 | $0 |
Total plan assets at beginning of year | 2013-12-31 | $0 |
Total contributions received or receivable from participants | 2013-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2013-12-31 | $15 |
Contributions received from other sources (not participants or employers) | 2013-12-31 | $183,767 |
Other income received | 2013-12-31 | $-183,752 |
Noncash contributions received | 2013-12-31 | $0 |
Net income (gross income less expenses) | 2013-12-31 | $0 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $0 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $0 |
Assets. Value of employer securities | 2013-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $0 |
Value of certain deemed distributions of participant loans | 2013-12-31 | $0 |
Value of corrective distributions | 2013-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $0 |
2019: HLF&G, INC. 401(K) PLAN 2019 form 5500 responses | ||
---|---|---|
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: HLF&G, INC. 401(K) PLAN 2018 form 5500 responses | ||
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: HLF&G, INC. 401(K) PLAN 2017 form 5500 responses | ||
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: HLF&G, INC. 401(K) PLAN 2016 form 5500 responses | ||
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: HLF&G, INC. 401(K) PLAN 2015 form 5500 responses | ||
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: HLF&G, INC. 401(K) PLAN 2014 form 5500 responses | ||
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: HLF&G, INC. 401(K) PLAN 2013 form 5500 responses | ||
2013-04-25 | Type of plan entity | Single employer plan |
2013-04-25 | First time form 5500 has been submitted | Yes |
2013-04-25 | Submission has been amended | No |
2013-04-25 | This submission is the final filing | No |
2013-04-25 | This return/report is a short plan year return/report (less than 12 months) | Yes |
2013-04-25 | Plan is a collectively bargained plan | No |
2013-04-25 | Plan funding arrangement – Trust | Yes |
2013-04-25 | Plan benefit arrangement - Trust | Yes |