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HARRISON INN SIXTY-SIX, INC. SAFE HARBOR PLAN 401k Plan overview

Plan NameHARRISON INN SIXTY-SIX, INC. SAFE HARBOR PLAN
Plan identification number 001

HARRISON INN SIXTY-SIX, INC. SAFE HARBOR 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

HARRISON INN SIXTY-SIX, INC. has sponsored the creation of one or more 401k plans.

Company Name:HARRISON INN SIXTY-SIX, INC.
Employer identification number (EIN):521191391
NAIC Classification:721110
NAIC Description:Hotels (except Casino Hotels) and Motels

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HARRISON INN SIXTY-SIX, INC. SAFE HARBOR PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01HALE HARRISON
0012013-01-01STEPHEN LUCKENBAUGH HALE HARRISON2014-10-14
0012012-01-01STEPHEN A. LUCKENBAUGH STEPHEN A LUCKENBAUGH2013-10-14
0012011-01-01STEPHEN A. LUCKENBAUGH
0012010-01-01STEPHEN LUCKLENBAUGH
0012009-01-01STEPHEN LUCKENBAUGH, CFO HALE HARRISON, SECREATARY TREAS2010-10-14

Plan Statistics for HARRISON INN SIXTY-SIX, INC. SAFE HARBOR PLAN

401k plan membership statisitcs for HARRISON INN SIXTY-SIX, INC. SAFE HARBOR PLAN

Measure Date Value
2022: HARRISON INN SIXTY-SIX, INC. SAFE HARBOR PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01504
Total number of active participants reported on line 7a of the Form 55002022-01-01393
Number of retired or separated participants receiving benefits2022-01-014
Number of other retired or separated participants entitled to future benefits2022-01-0150
Total of all active and inactive participants2022-01-01447
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01447
Number of participants with account balances2022-01-01145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: HARRISON INN SIXTY-SIX, INC. SAFE HARBOR PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01539
Total number of active participants reported on line 7a of the Form 55002021-01-01352
Number of retired or separated participants receiving benefits2021-01-016
Number of other retired or separated participants entitled to future benefits2021-01-0148
Total of all active and inactive participants2021-01-01406
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01406
Number of participants with account balances2021-01-01143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: HARRISON INN SIXTY-SIX, INC. SAFE HARBOR PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01477
Total number of active participants reported on line 7a of the Form 55002020-01-01243
Number of retired or separated participants receiving benefits2020-01-011
Number of other retired or separated participants entitled to future benefits2020-01-0138
Total of all active and inactive participants2020-01-01282
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-01283
Number of participants with account balances2020-01-01149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: HARRISON INN SIXTY-SIX, INC. SAFE HARBOR PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01349
Total number of active participants reported on line 7a of the Form 55002019-01-01431
Number of retired or separated participants receiving benefits2019-01-012
Number of other retired or separated participants entitled to future benefits2019-01-0143
Total of all active and inactive participants2019-01-01476
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01477
Number of participants with account balances2019-01-01170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: HARRISON INN SIXTY-SIX, INC. SAFE HARBOR PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01376
Total number of active participants reported on line 7a of the Form 55002018-01-01301
Number of retired or separated participants receiving benefits2018-01-011
Number of other retired or separated participants entitled to future benefits2018-01-0144
Total of all active and inactive participants2018-01-01346
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-01347
Number of participants with account balances2018-01-01168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: HARRISON INN SIXTY-SIX, INC. SAFE HARBOR PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01331
Total number of active participants reported on line 7a of the Form 55002017-01-01323
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0151
Total of all active and inactive participants2017-01-01374
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-012
Total participants2017-01-01376
Number of participants with account balances2017-01-01156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: HARRISON INN SIXTY-SIX, INC. SAFE HARBOR PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01142
Total number of active participants reported on line 7a of the Form 55002016-01-01100
Number of retired or separated participants receiving benefits2016-01-013
Number of other retired or separated participants entitled to future benefits2016-01-0150
Total of all active and inactive participants2016-01-01153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01153
Number of participants with account balances2016-01-01146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: HARRISON INN SIXTY-SIX, INC. SAFE HARBOR PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01147
Total number of active participants reported on line 7a of the Form 55002015-01-0195
Number of retired or separated participants receiving benefits2015-01-011
Number of other retired or separated participants entitled to future benefits2015-01-0145
Total of all active and inactive participants2015-01-01141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-01142
Number of participants with account balances2015-01-01142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: HARRISON INN SIXTY-SIX, INC. SAFE HARBOR PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01204
Total number of active participants reported on line 7a of the Form 55002014-01-01131
Number of retired or separated participants receiving benefits2014-01-012
Number of other retired or separated participants entitled to future benefits2014-01-0146
Total of all active and inactive participants2014-01-01179
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-01180
Number of participants with account balances2014-01-01147
2013: HARRISON INN SIXTY-SIX, INC. SAFE HARBOR PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01208
Total number of active participants reported on line 7a of the Form 55002013-01-01158
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0146
Total of all active and inactive participants2013-01-01204
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01204
Number of participants with account balances2013-01-01150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: HARRISON INN SIXTY-SIX, INC. SAFE HARBOR PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01218
Total number of active participants reported on line 7a of the Form 55002012-01-01168
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0140
Total of all active and inactive participants2012-01-01208
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01208
Number of participants with account balances2012-01-01151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: HARRISON INN SIXTY-SIX, INC. SAFE HARBOR PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01310
Total number of active participants reported on line 7a of the Form 55002011-01-01184
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0134
Total of all active and inactive participants2011-01-01218
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01218
Number of participants with account balances2011-01-01150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: HARRISON INN SIXTY-SIX, INC. SAFE HARBOR PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01309
Total number of active participants reported on line 7a of the Form 55002010-01-01278
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0132
Total of all active and inactive participants2010-01-01310
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01310
Number of participants with account balances2010-01-01138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: HARRISON INN SIXTY-SIX, INC. SAFE HARBOR PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01313
Total number of active participants reported on line 7a of the Form 55002009-01-01276
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0133
Total of all active and inactive participants2009-01-01309
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01309
Number of participants with account balances2009-01-01136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on HARRISON INN SIXTY-SIX, INC. SAFE HARBOR PLAN

Measure Date Value
2022 : HARRISON INN SIXTY-SIX, INC. SAFE HARBOR 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$0
Total income from all sources (including contributions)2022-12-31$-2,199,649
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,100,966
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,047,404
Expenses. Certain deemed distributions of participant loans2022-12-31$18,330
Value of total corrective distributions2022-12-31$5,897
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$714,871
Value of total assets at end of year2022-12-31$9,899,510
Value of total assets at beginning of year2022-12-31$13,200,125
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$29,335
Total interest from all sources2022-12-31$33,462
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$460,277
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$460,277
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$448,033
Participant contributions at end of year2022-12-31$192,205
Participant contributions at beginning of year2022-12-31$240,373
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$9,221
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$25,435
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-3,300,615
Value of net assets at end of year (total assets less liabilities)2022-12-31$9,899,510
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$13,200,125
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$8,593,877
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$11,387,789
Interest on participant loans2022-12-31$10,541
Interest earned on other investments2022-12-31$22,921
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$1,113,428
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$1,558,890
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-3,408,259
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$241,403
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$3,852
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,047,404
Contract administrator fees2022-12-31$29,335
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 name2022-12-31PWC
Accountancy firm EIN2022-12-31134008324
2021 : HARRISON INN SIXTY-SIX, INC. SAFE HARBOR 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$1,536,231
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$921,293
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$885,856
Expenses. Certain deemed distributions of participant loans2021-12-31$6,660
Value of total corrective distributions2021-12-31$64
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$706,414
Value of total assets at end of year2021-12-31$13,187,052
Value of total assets at beginning of year2021-12-31$12,572,114
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$28,713
Total interest from all sources2021-12-31$48,360
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,273,018
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$1,273,018
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
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$466,592
Participant contributions at end of year2021-12-31$240,373
Participant contributions at beginning of year2021-12-31$275,489
Participant contributions at end of year2021-12-31$9,221
Participant contributions at beginning of year2021-12-31$0
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$614,938
Value of net assets at end of year (total assets less liabilities)2021-12-31$13,187,052
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$12,572,114
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$11,387,789
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$10,712,566
Interest on participant loans2021-12-31$13,911
Interest earned on other investments2021-12-31$34,449
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$1,558,890
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$1,584,059
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$-491,561
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$239,822
Employer contributions (assets) at end of year2021-12-31$3,852
Employer contributions (assets) at beginning of year2021-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$885,856
Contract administrator fees2021-12-31$28,713
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 name2021-12-31PWC
Accountancy firm EIN2021-12-31134008324
2020 : HARRISON INN SIXTY-SIX, INC. SAFE HARBOR PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$7,395
Total income from all sources (including contributions)2020-12-31$3,487,687
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$2,376,192
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,345,483
Expenses. Certain deemed distributions of participant loans2020-12-31$8,886
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$706,237
Value of total assets at end of year2020-12-31$12,572,114
Value of total assets at beginning of year2020-12-31$11,468,014
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$21,823
Total interest from all sources2020-12-31$48,439
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$686,927
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$686,927
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$464,765
Participant contributions at end of year2020-12-31$275,489
Participant contributions at beginning of year2020-12-31$200,288
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$7,395
Other income not declared elsewhere2020-12-31$2,206
Total non interest bearing cash at end of year2020-12-31$0
Total non interest bearing cash at beginning of year2020-12-31$7,395
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$1,111,495
Value of net assets at end of year (total assets less liabilities)2020-12-31$12,572,114
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$11,460,619
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$10,712,566
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$10,330,957
Interest on participant loans2020-12-31$13,140
Interest earned on other investments2020-12-31$35,299
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$1,584,059
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$929,374
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$2,043,878
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
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$241,472
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,345,483
Contract administrator fees2020-12-31$21,823
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 plan2020-12-31Disclaimer
Accountancy firm name2020-12-31PWC
Accountancy firm EIN2020-12-31134008324
2019 : HARRISON INN SIXTY-SIX, INC. SAFE HARBOR PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$7,395
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$7,395
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$2,958,758
Total income from all sources (including contributions)2019-12-31$2,958,758
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$979,147
Total of all expenses incurred2019-12-31$979,147
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$905,197
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$905,197
Expenses. Certain deemed distributions of participant loans2019-12-31$18,496
Expenses. Certain deemed distributions of participant loans2019-12-31$18,496
Value of total corrective distributions2019-12-31$10,339
Value of total corrective distributions2019-12-31$10,339
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$715,785
Value of total assets at end of year2019-12-31$11,468,014
Value of total assets at end of year2019-12-31$11,468,014
Value of total assets at beginning of year2019-12-31$9,481,008
Value of total assets at beginning of year2019-12-31$9,481,008
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$45,115
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$45,115
Total interest from all sources2019-12-31$33,877
Total interest from all sources2019-12-31$33,877
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$445,879
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$445,879
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$445,879
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$445,879
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$500,000
Value of fidelity bond cover2019-12-31$500,000
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
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$473,490
Contributions received from participants2019-12-31$473,490
Participant contributions at end of year2019-12-31$200,288
Participant contributions at end of year2019-12-31$200,288
Participant contributions at beginning of year2019-12-31$147,038
Participant contributions at beginning of year2019-12-31$147,038
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$7,395
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$7,395
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Other income not declared elsewhere2019-12-31$291
Other income not declared elsewhere2019-12-31$291
Total non interest bearing cash at end of year2019-12-31$7,395
Total non interest bearing cash at end of year2019-12-31$7,395
Total non interest bearing cash at beginning of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$0
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$1,979,611
Value of net income/loss2019-12-31$1,979,611
Value of net assets at end of year (total assets less liabilities)2019-12-31$11,460,619
Value of net assets at end of year (total assets less liabilities)2019-12-31$11,460,619
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$9,481,008
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$9,481,008
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$12,926
Investment advisory and management fees2019-12-31$12,926
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$10,330,957
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$10,330,957
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$8,111,333
Interest on participant loans2019-12-31$11,114
Interest on participant loans2019-12-31$11,114
Interest earned on other investments2019-12-31$22,763
Interest earned on other investments2019-12-31$22,763
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$929,374
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$929,374
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,222,637
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,222,637
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,762,926
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,762,926
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
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$242,295
Contributions received in cash from employer2019-12-31$242,295
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$905,197
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$905,197
Contract administrator fees2019-12-31$32,189
Contract administrator fees2019-12-31$32,189
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 name2019-12-31PRICEWATERHOUSECOOPERS
Accountancy firm name2019-12-31PRICEWATERHOUSECOOPERS
Accountancy firm EIN2019-12-31134008324
Accountancy firm EIN2019-12-31134008324
2018 : HARRISON INN SIXTY-SIX, INC. SAFE HARBOR PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$184,810
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$826,076
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$752,643
Expenses. Certain deemed distributions of participant loans2018-12-31$19,011
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$708,621
Value of total assets at end of year2018-12-31$9,481,008
Value of total assets at beginning of year2018-12-31$10,122,274
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$54,422
Total interest from all sources2018-12-31$28,907
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$855,703
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$855,703
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$474,132
Participant contributions at end of year2018-12-31$147,038
Participant contributions at beginning of year2018-12-31$167,646
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-641,266
Value of net assets at end of year (total assets less liabilities)2018-12-31$9,481,008
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$10,122,274
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$12,358
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$8,111,333
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$8,758,125
Interest on participant loans2018-12-31$7,495
Interest earned on other investments2018-12-31$21,412
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$1,222,637
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$1,196,503
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,408,421
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
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$234,489
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$752,643
Contract administrator fees2018-12-31$42,064
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
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 name2018-12-31PRICEWATERHOUSECOOPERS
Accountancy firm EIN2018-12-31134008324
2017 : HARRISON INN SIXTY-SIX, INC. SAFE HARBOR PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$2,107,552
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$506,052
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$449,007
Expenses. Certain deemed distributions of participant loans2017-12-31$8,047
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$687,985
Value of total assets at end of year2017-12-31$10,122,274
Value of total assets at beginning of year2017-12-31$8,520,774
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$48,998
Total interest from all sources2017-12-31$9,508
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$301,471
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$301,471
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$458,397
Participant contributions at end of year2017-12-31$167,646
Participant contributions at beginning of year2017-12-31$212,538
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$1,242
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$1,601,500
Value of net assets at end of year (total assets less liabilities)2017-12-31$10,122,274
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$8,520,774
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$8,758,125
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$7,172,727
Interest on participant loans2017-12-31$9,508
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$1,196,503
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$1,135,509
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,108,588
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
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$228,346
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$449,007
Contract administrator fees2017-12-31$48,998
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
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
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 name2017-12-31PRICEWATERHOUSECOOPERS
Accountancy firm EIN2017-12-31134008324
2016 : HARRISON INN SIXTY-SIX, INC. SAFE HARBOR PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$1,133,960
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$296,269
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$252,688
Expenses. Certain deemed distributions of participant loans2016-12-31$1,778
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$641,193
Value of total assets at end of year2016-12-31$8,520,774
Value of total assets at beginning of year2016-12-31$7,683,083
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$41,803
Total interest from all sources2016-12-31$10,173
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$732,787
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$732,787
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$404,680
Participant contributions at end of year2016-12-31$212,538
Participant contributions at beginning of year2016-12-31$246,212
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$12,229
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$837,691
Value of net assets at end of year (total assets less liabilities)2016-12-31$8,520,774
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$7,683,083
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$7,172,727
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$6,674,064
Interest on participant loans2016-12-31$10,173
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$1,135,509
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$762,807
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$-250,193
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
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$224,284
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$252,688
Contract administrator fees2016-12-31$41,803
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
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
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 name2016-12-31PRICEWATERHOUSECOOPERS
Accountancy firm EIN2016-12-31134008324
2015 : HARRISON INN SIXTY-SIX, INC. SAFE HARBOR PLAN 2015 401k financial data
Unrealized appreciation/depreciation of real estate assets2015-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$0
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Expenses. Interest paid2015-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022015-12-31$0
Total income from all sources (including contributions)2015-12-31$558,665
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$395,288
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$343,255
Expenses. Certain deemed distributions of participant loans2015-12-31$10,467
Value of total corrective distributions2015-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$499,977
Value of total assets at end of year2015-12-31$7,683,083
Value of total assets at beginning of year2015-12-31$7,519,706
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$41,566
Total income from rents2015-12-31$0
Total interest from all sources2015-12-31$12,649
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$590,735
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$590,735
Administrative expenses professional fees incurred2015-12-31$0
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$323,637
Participant contributions at end of year2015-12-31$246,212
Participant contributions at beginning of year2015-12-31$253,737
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-12-31$0
Administrative expenses (other) incurred2015-12-31$41,566
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
Income. Non cash contributions2015-12-31$0
Value of net income/loss2015-12-31$163,377
Value of net assets at end of year (total assets less liabilities)2015-12-31$7,683,083
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$7,519,706
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$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$6,674,064
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$6,364,638
Interest on participant loans2015-12-31$12,649
Income. Interest from loans (other than to participants)2015-12-31$0
Interest earned on other investments2015-12-31$0
Income. Interest from US Government securities2015-12-31$0
Income. Interest from corporate debt instruments2015-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$762,807
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$901,331
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-544,696
Net investment gain/loss from pooled separate accounts2015-12-31$0
Net investment gain or loss from common/collective trusts2015-12-31$0
Net gain/loss from 103.12 investment entities2015-12-31$0
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$176,340
Income. Dividends from preferred stock2015-12-31$0
Income. Dividends from common stock2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$343,255
Contract administrator fees2015-12-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
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$0
Aggregate carrying amount (costs) on sale of assets2015-12-31$0
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 name2015-12-31PRICEWATERHOUSECOOPERS
Accountancy firm EIN2015-12-31134008324
2014 : HARRISON INN SIXTY-SIX, INC. SAFE HARBOR PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$948,553
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$607,510
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$563,545
Expenses. Certain deemed distributions of participant loans2014-12-31$8,087
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$464,518
Value of total assets at end of year2014-12-31$7,519,706
Value of total assets at beginning of year2014-12-31$7,178,663
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$35,878
Total interest from all sources2014-12-31$9,672
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$432,184
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$432,184
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$295,649
Participant contributions at end of year2014-12-31$253,737
Participant contributions at beginning of year2014-12-31$172,912
Administrative expenses (other) incurred2014-12-31$157
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$341,043
Value of net assets at end of year (total assets less liabilities)2014-12-31$7,519,706
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$7,178,663
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$35,721
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$6,364,638
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$7,005,751
Interest on participant loans2014-12-31$9,449
Interest earned on other investments2014-12-31$223
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$901,331
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$42,179
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$168,869
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$563,545
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31Yes
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
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 name2014-12-31PRICEWATERHOUSECOOPERS
Accountancy firm EIN2014-12-31134008324
2013 : HARRISON INN SIXTY-SIX, INC. SAFE HARBOR PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$1,897,020
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$400,327
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$395,407
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$460,199
Value of total assets at end of year2013-12-31$7,178,663
Value of total assets at beginning of year2013-12-31$5,681,970
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$4,920
Total interest from all sources2013-12-31$8,285
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$46,960
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$46,960
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$282,412
Participant contributions at end of year2013-12-31$172,912
Participant contributions at beginning of year2013-12-31$227,583
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$15,356
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$1,496,693
Value of net assets at end of year (total assets less liabilities)2013-12-31$7,178,663
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$5,681,970
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$7,005,751
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$5,454,387
Interest on participant loans2013-12-31$8,285
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,381,576
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$162,431
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$395,407
Contract administrator fees2013-12-31$4,920
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
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 name2013-12-31PRICEWATERHOUSECOOPERS
Accountancy firm EIN2013-12-31134008324
2012 : HARRISON INN SIXTY-SIX, INC. SAFE HARBOR PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$1,061,182
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$229,950
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$225,540
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$454,376
Value of total assets at end of year2012-12-31$5,681,970
Value of total assets at beginning of year2012-12-31$4,850,738
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$4,410
Total interest from all sources2012-12-31$8,882
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$52,693
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$52,693
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$286,230
Participant contributions at end of year2012-12-31$227,583
Participant contributions at beginning of year2012-12-31$205,412
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$831,232
Value of net assets at end of year (total assets less liabilities)2012-12-31$5,681,970
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$4,850,738
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$5,454,387
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$4,645,326
Interest on participant loans2012-12-31$8,882
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$545,231
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$168,146
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$225,540
Contract administrator fees2012-12-31$4,410
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
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 name2012-12-31PRICEWATERHOUSECOOPERS
Accountancy firm EIN2012-12-31134008324
2011 : HARRISON INN SIXTY-SIX, INC. SAFE HARBOR PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$638,535
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$145,601
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$142,156
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$434,757
Value of total assets at end of year2011-12-31$4,850,738
Value of total assets at beginning of year2011-12-31$4,357,804
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$3,445
Total interest from all sources2011-12-31$8,219
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$47,876
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$47,876
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$277,035
Participant contributions at end of year2011-12-31$205,412
Participant contributions at beginning of year2011-12-31$188,881
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$492,934
Value of net assets at end of year (total assets less liabilities)2011-12-31$4,850,738
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$4,357,804
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$4,645,326
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$4,168,923
Interest on participant loans2011-12-31$8,219
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$147,683
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
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$157,722
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$142,156
Contract administrator fees2011-12-31$3,445
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 name2011-12-31PRICEWATERHOUSECOOPERS
Accountancy firm EIN2011-12-31134008324
2010 : HARRISON INN SIXTY-SIX, INC. SAFE HARBOR PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$1,158,200
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$97,821
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$94,521
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$416,312
Value of total assets at end of year2010-12-31$4,357,804
Value of total assets at beginning of year2010-12-31$3,297,425
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$3,300
Total interest from all sources2010-12-31$8,795
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$49,088
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$49,088
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$266,847
Participant contributions at end of year2010-12-31$188,881
Participant contributions at beginning of year2010-12-31$141,875
Participant contributions at end of year2010-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$1,024
Total non interest bearing cash at beginning of year2010-12-31$1
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$1,060,379
Value of net assets at end of year (total assets less liabilities)2010-12-31$4,357,804
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$3,297,425
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$4,168,923
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$3,155,549
Interest on participant loans2010-12-31$8,795
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$684,005
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
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$148,441
Employer contributions (assets) at end of year2010-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$94,521
Contract administrator fees2010-12-31$3,300
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 name2010-12-31PRICEWATERHOUSECOOPERS
Accountancy firm EIN2010-12-31134008324
2009 : HARRISON INN SIXTY-SIX, INC. SAFE HARBOR PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for HARRISON INN SIXTY-SIX, INC. SAFE HARBOR PLAN

2022: HARRISON INN SIXTY-SIX, INC. SAFE HARBOR 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: HARRISON INN SIXTY-SIX, INC. SAFE HARBOR PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedYes
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: HARRISON INN SIXTY-SIX, INC. SAFE HARBOR PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedYes
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
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: HARRISON INN SIXTY-SIX, INC. SAFE HARBOR PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
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: HARRISON INN SIXTY-SIX, INC. SAFE HARBOR PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
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: HARRISON INN SIXTY-SIX, INC. SAFE HARBOR PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
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: HARRISON INN SIXTY-SIX, INC. SAFE HARBOR PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: HARRISON INN SIXTY-SIX, INC. SAFE HARBOR PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: HARRISON INN SIXTY-SIX, INC. SAFE HARBOR PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: HARRISON INN SIXTY-SIX, INC. SAFE HARBOR PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: HARRISON INN SIXTY-SIX, INC. SAFE HARBOR PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: HARRISON INN SIXTY-SIX, INC. SAFE HARBOR PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: HARRISON INN SIXTY-SIX, INC. SAFE HARBOR PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: HARRISON INN SIXTY-SIX, INC. SAFE HARBOR PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number893797+087
Policy instance 1
Insurance contract or identification number893797+087
Number of Individuals Covered6
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $2,638
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 $2,638
Insurance broker organization code?4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberHISS-001
Policy instance 2
Insurance contract or identification numberHISS-001
Number of Individuals Covered11
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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number893797+087
Policy instance 1
Insurance contract or identification number893797+087
Number of Individuals Covered8
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $2,826
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 $2,826
Insurance broker organization code?4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberHISS-001
Policy instance 2
Insurance contract or identification numberHISS-001
Number of Individuals Covered10
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number893797+087
Policy instance 1
Insurance contract or identification number893797+087
Number of Individuals Covered9
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $3,593
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 $3,593
Insurance broker organization code?4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number893797+087
Policy instance 1
Insurance contract or identification number893797+087
Number of Individuals Covered7
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $2,558
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 $2,558
Insurance broker organization code?4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number893797+087
Policy instance 1
Insurance contract or identification number893797+087
Number of Individuals Covered7
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $2,976
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 $2,976
Insurance broker organization code?4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number893797+087
Policy instance 1
Insurance contract or identification number893797+087
Number of Individuals Covered156
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $2,760
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 $2,760
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerCOMMISSIONS
Insurance broker organization code?3
Insurance broker nameWELLS FARGO ADVISORS

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