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HR STRATEGIES 401(K) PLAN 401k Plan overview

Plan NameHR STRATEGIES 401(K) PLAN
Plan identification number 001

HR STRATEGIES 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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.

401k Sponsoring company profile

APMI, INC. DBA HR STRATEGIES has sponsored the creation of one or more 401k plans.

Company Name:APMI, INC. DBA HR STRATEGIES
Employer identification number (EIN):582268123
NAIC Classification:561300

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HR STRATEGIES 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01JOHN HUBBARD2023-10-05
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01JOHN HUBBARD
0012016-01-01JOHN HUBBARD
0012016-01-01
0012015-01-01JOHN HUBBARD
0012014-01-01JOHN HUBBARD
0012013-01-01JOHN HUBBARD
0012012-01-01JOHN HUBBARD
0012011-01-01JOHN HUBBARD
0012009-01-01JOHN HUBBARD

Plan Statistics for HR STRATEGIES 401(K) PLAN

401k plan membership statisitcs for HR STRATEGIES 401(K) PLAN

Measure Date Value
2022: HR STRATEGIES 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011,412
Total number of active participants reported on line 7a of the Form 55002022-01-011,144
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01193
Total of all active and inactive participants2022-01-011,337
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-011,337
Number of participants with account balances2022-01-01729
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0112
2021: HR STRATEGIES 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,412
Total number of active participants reported on line 7a of the Form 55002021-01-011,304
Number of retired or separated participants receiving benefits2021-01-012
Number of other retired or separated participants entitled to future benefits2021-01-0182
Total of all active and inactive participants2021-01-011,388
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-011,388
Number of participants with account balances2021-01-01635
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0140
2020: HR STRATEGIES 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,473
Total number of active participants reported on line 7a of the Form 55002020-01-011,263
Number of retired or separated participants receiving benefits2020-01-012
Number of other retired or separated participants entitled to future benefits2020-01-0179
Total of all active and inactive participants2020-01-011,344
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-011,344
Number of participants with account balances2020-01-01714
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0178
2019: HR STRATEGIES 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,282
Total number of active participants reported on line 7a of the Form 55002019-01-011,330
Number of retired or separated participants receiving benefits2019-01-013
Number of other retired or separated participants entitled to future benefits2019-01-0179
Total of all active and inactive participants2019-01-011,412
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-011,412
Number of participants with account balances2019-01-01724
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0113
2018: HR STRATEGIES 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,191
Total number of active participants reported on line 7a of the Form 55002018-01-011,158
Number of retired or separated participants receiving benefits2018-01-011
Number of other retired or separated participants entitled to future benefits2018-01-0160
Total of all active and inactive participants2018-01-011,219
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-011,219
Number of participants with account balances2018-01-01511
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-018
2017: HR STRATEGIES 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01831
Total number of active participants reported on line 7a of the Form 55002017-01-011,104
Number of retired or separated participants receiving benefits2017-01-012
Number of other retired or separated participants entitled to future benefits2017-01-0140
Total of all active and inactive participants2017-01-011,146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-011,146
Number of participants with account balances2017-01-01469
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-011
2016: HR STRATEGIES 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01680
Total number of active participants reported on line 7a of the Form 55002016-01-01754
Number of retired or separated participants receiving benefits2016-01-011
Number of other retired or separated participants entitled to future benefits2016-01-0137
Total of all active and inactive participants2016-01-01792
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01792
Number of participants with account balances2016-01-01307
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-013
2015: HR STRATEGIES 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01696
Total number of active participants reported on line 7a of the Form 55002015-01-01607
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0137
Total of all active and inactive participants2015-01-01644
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01644
Number of participants with account balances2015-01-01309
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-012
2014: HR STRATEGIES 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01861
Total number of active participants reported on line 7a of the Form 55002014-01-01581
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01101
Total of all active and inactive participants2014-01-01682
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01682
Number of participants with account balances2014-01-01347
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-012
2013: HR STRATEGIES 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01812
Total number of active participants reported on line 7a of the Form 55002013-01-01672
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01146
Total of all active and inactive participants2013-01-01818
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01818
Number of participants with account balances2013-01-01468
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-013
2012: HR STRATEGIES 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01740
Total number of active participants reported on line 7a of the Form 55002012-01-01655
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01135
Total of all active and inactive participants2012-01-01790
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01790
Number of participants with account balances2012-01-01402
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-011
2011: HR STRATEGIES 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01480
Total number of active participants reported on line 7a of the Form 55002011-01-01605
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0191
Total of all active and inactive participants2011-01-01696
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01696
Number of participants with account balances2011-01-01376
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-019
2009: HR STRATEGIES 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01375
Total number of active participants reported on line 7a of the Form 55002009-01-01375
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0129
Total of all active and inactive participants2009-01-01404
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-01405
Number of participants with account balances2009-01-01118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-013

Financial Data on HR STRATEGIES 401(K) PLAN

Measure Date Value
2022 : HR STRATEGIES 401(K) PLAN 2022 401k financial data
Total transfer of assets to this plan2022-12-31$1,112,949
Total income from all sources (including contributions)2022-12-31$-921,461
Total of all expenses incurred2022-12-31$3,748,264
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$3,562,154
Expenses. Certain deemed distributions of participant loans2022-12-31$1,850
Value of total corrective distributions2022-12-31$45,991
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$4,326,277
Value of total assets at end of year2022-12-31$26,068,934
Value of total assets at beginning of year2022-12-31$29,625,710
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$138,269
Total interest from all sources2022-12-31$20,891
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$63,425
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$63,425
Administrative expenses professional fees incurred2022-12-31$4,073
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
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$2,699,844
Participant contributions at end of year2022-12-31$422,210
Participant contributions at beginning of year2022-12-31$384,796
Participant contributions at end of year2022-12-31$71,782
Assets. Other investments not covered elsewhere at end of year2022-12-31$380,726
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$688,620
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$182,342
Administrative expenses (other) incurred2022-12-31$463
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-4,669,725
Value of net assets at end of year (total assets less liabilities)2022-12-31$26,068,934
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$29,625,710
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
Investment advisory and management fees2022-12-31$117,056
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$24,948,337
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$9,613,060
Value of interest in pooled separate accounts at beginning of year2022-12-31$0
Interest on participant loans2022-12-31$20,891
Value of interest in common/collective trusts at end of year2022-12-31$0
Value of interest in common/collective trusts at beginning of year2022-12-31$18,076,425
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$862,809
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-5,332,054
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$1,444,091
Employer contributions (assets) at end of year2022-12-31$245,879
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$3,562,154
Contract administrator fees2022-12-31$16,677
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 name2022-12-31APRIO, LLP
Accountancy firm EIN2022-12-31571157523
2021 : HR STRATEGIES 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets from this plan2021-12-31$7,774,424
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$8,411,731
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$3,048,331
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$2,805,051
Expenses. Certain deemed distributions of participant loans2021-12-31$0
Value of total corrective distributions2021-12-31$69,132
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$3,873,895
Value of total assets at end of year2021-12-31$29,625,710
Value of total assets at beginning of year2021-12-31$32,036,734
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$174,148
Total interest from all sources2021-12-31$26,558
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,105,843
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$1,105,843
Administrative expenses professional fees incurred2021-12-31$13,165
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$2,566,306
Participant contributions at end of year2021-12-31$384,796
Participant contributions at beginning of year2021-12-31$426,202
Assets. Other investments not covered elsewhere at end of year2021-12-31$688,620
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$598,049
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$184,327
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$0
Other income not declared elsewhere2021-12-31$93,100
Administrative expenses (other) incurred2021-12-31$165
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$5,363,400
Value of net assets at end of year (total assets less liabilities)2021-12-31$29,625,710
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$32,036,734
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
Investment advisory and management fees2021-12-31$141,232
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$9,613,060
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$29,990,345
Value of interest in pooled separate accounts at end of year2021-12-31$0
Value of interest in pooled separate accounts at beginning of year2021-12-31$0
Interest on participant loans2021-12-31$18,614
Interest earned on other investments2021-12-31$7,944
Value of interest in common/collective trusts at end of year2021-12-31$18,076,425
Value of interest in common/collective trusts at beginning of year2021-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$862,809
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$1,022,138
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$854,038
Net investment gain/loss from pooled separate accounts2021-12-31$0
Net investment gain or loss from common/collective trusts2021-12-31$2,458,297
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
Assets. Invements in employer securities at end of year2021-12-31$0
Assets. Invements in employer securities at beginning of year2021-12-31$0
Contributions received in cash from employer2021-12-31$1,123,262
Income. Dividends from common stock2021-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$2,805,051
Contract administrator fees2021-12-31$19,586
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 name2021-12-31APRIO, LLP
Accountancy firm EIN2021-12-31571157523
2020 : HR STRATEGIES 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets from this plan2020-12-31$1,157,354
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$0
Total income from all sources (including contributions)2020-12-31$8,815,395
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$2,655,276
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,455,537
Expenses. Certain deemed distributions of participant loans2020-12-31$0
Value of total corrective distributions2020-12-31$38,093
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$4,336,731
Value of total assets at end of year2020-12-31$32,036,734
Value of total assets at beginning of year2020-12-31$27,033,969
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$161,646
Total interest from all sources2020-12-31$40,992
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,002,395
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$1,002,395
Administrative expenses professional fees incurred2020-12-31$18,500
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$2,496,089
Participant contributions at end of year2020-12-31$426,202
Participant contributions at beginning of year2020-12-31$587,170
Assets. Other investments not covered elsewhere at end of year2020-12-31$598,049
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$436,165
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$788,189
Other income not declared elsewhere2020-12-31$164,700
Administrative expenses (other) incurred2020-12-31$48
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$6,160,119
Value of net assets at end of year (total assets less liabilities)2020-12-31$32,036,734
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$27,033,969
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
Investment advisory and management fees2020-12-31$123,426
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$29,990,345
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$24,931,597
Value of interest in pooled separate accounts at end of year2020-12-31$0
Value of interest in pooled separate accounts at beginning of year2020-12-31$0
Interest on participant loans2020-12-31$28,203
Interest earned on other investments2020-12-31$12,789
Value of interest in common/collective trusts at end of year2020-12-31$0
Value of interest in common/collective trusts at beginning of year2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$1,022,138
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$1,079,037
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$3,270,577
Net investment gain/loss from pooled separate accounts2020-12-31$0
Net investment gain or loss from common/collective trusts2020-12-31$0
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 contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Assets. Invements in employer securities at end of year2020-12-31$0
Assets. Invements in employer securities at beginning of year2020-12-31$0
Contributions received in cash from employer2020-12-31$1,052,453
Income. Dividends from common stock2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,455,537
Contract administrator fees2020-12-31$19,672
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 name2020-12-31APRIO LLP
Accountancy firm EIN2020-12-31571157523
2019 : HR STRATEGIES 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$2,272,531
Total transfer of assets from this plan2019-12-31$329,614
Total liabilities at end 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$8,713,742
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$3,114,772
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,938,306
Expenses. Certain deemed distributions of participant loans2019-12-31$17,880
Value of total corrective distributions2019-12-31$15,013
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$3,964,539
Value of total assets at end of year2019-12-31$27,033,969
Value of total assets at beginning of year2019-12-31$19,492,082
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$143,573
Total interest from all sources2019-12-31$40,770
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$962,038
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$962,038
Administrative expenses professional fees incurred2019-12-31$18,428
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$2,435,559
Participant contributions at end of year2019-12-31$587,170
Participant contributions at beginning of year2019-12-31$216,581
Assets. Other investments not covered elsewhere at end of year2019-12-31$436,165
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$405,225
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$491,602
Other income not declared elsewhere2019-12-31$70,538
Administrative expenses (other) incurred2019-12-31$90
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$5,598,970
Value of net assets at end of year (total assets less liabilities)2019-12-31$27,033,969
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$19,492,082
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 leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$108,432
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$24,931,597
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$17,934,532
Value of interest in pooled separate accounts at end of year2019-12-31$0
Value of interest in pooled separate accounts at beginning of year2019-12-31$0
Interest on participant loans2019-12-31$23,163
Interest earned on other investments2019-12-31$17,607
Value of interest in common/collective trusts at end of year2019-12-31$0
Value of interest in common/collective trusts at beginning of year2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$1,079,037
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$935,744
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$3,675,857
Net investment gain/loss from pooled separate accounts2019-12-31$0
Net investment gain or loss from common/collective trusts2019-12-31$0
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 contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Assets. Invements in employer securities at end of year2019-12-31$0
Assets. Invements in employer securities at beginning of year2019-12-31$0
Contributions received in cash from employer2019-12-31$1,037,378
Income. Dividends from common stock2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,938,306
Contract administrator fees2019-12-31$16,623
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
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
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31ROSS LANE AND COMPANY LLC
Accountancy firm EIN2019-12-31581686745
2018 : HR STRATEGIES 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$109,355
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$1,860,952
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$2,157,769
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,027,729
Expenses. Certain deemed distributions of participant loans2018-12-31$0
Value of total corrective distributions2018-12-31$25,220
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$3,234,954
Value of total assets at end of year2018-12-31$19,492,082
Value of total assets at beginning of year2018-12-31$19,679,544
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$104,820
Total interest from all sources2018-12-31$28,486
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$921,888
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$921,888
Administrative expenses professional fees incurred2018-12-31$0
Was this plan covered by a fidelity bond2018-12-31No
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,884,201
Participant contributions at end of year2018-12-31$216,581
Participant contributions at beginning of year2018-12-31$204,825
Assets. Other investments not covered elsewhere at end of year2018-12-31$405,225
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$404,598
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$501,515
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$0
Other income not declared elsewhere2018-12-31$627
Administrative expenses (other) incurred2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-296,817
Value of net assets at end of year (total assets less liabilities)2018-12-31$19,492,082
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$19,679,544
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$94,648
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$17,934,532
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$17,609,937
Value of interest in pooled separate accounts at end of year2018-12-31$0
Value of interest in pooled separate accounts at beginning of year2018-12-31$0
Interest on participant loans2018-12-31$10,658
Interest earned on other investments2018-12-31$17,828
Value of interest in common/collective trusts at end of year2018-12-31$0
Value of interest in common/collective trusts at beginning of year2018-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$935,744
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$1,460,184
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-2,325,003
Net investment gain/loss from pooled separate accounts2018-12-31$0
Net investment gain or loss from common/collective trusts2018-12-31$0
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
Assets. Invements in employer securities at end of year2018-12-31$0
Assets. Invements in employer securities at beginning of year2018-12-31$0
Contributions received in cash from employer2018-12-31$849,238
Income. Dividends from common stock2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,027,729
Contract administrator fees2018-12-31$10,172
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 name2018-12-31ROSS LANE AND COMPANY LLC
Accountancy firm EIN2018-12-31581686745
2017 : HR STRATEGIES 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$1,767,340
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$5,491,405
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$865,616
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$741,903
Expenses. Certain deemed distributions of participant loans2017-12-31$0
Value of total corrective distributions2017-12-31$25,951
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$2,764,902
Value of total assets at end of year2017-12-31$19,679,544
Value of total assets at beginning of year2017-12-31$13,286,415
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$97,762
Total interest from all sources2017-12-31$29,302
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$753,771
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$753,771
Administrative expenses professional fees incurred2017-12-31$15,000
Was this plan covered by a fidelity bond2017-12-31No
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,443,893
Participant contributions at end of year2017-12-31$204,825
Participant contributions at beginning of year2017-12-31$188,507
Assets. Other investments not covered elsewhere at end of year2017-12-31$404,598
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$714,602
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$0
Other income not declared elsewhere2017-12-31$92,547
Administrative expenses (other) incurred2017-12-31$125
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$4,625,789
Value of net assets at end of year (total assets less liabilities)2017-12-31$19,679,544
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$13,286,415
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
Investment advisory and management fees2017-12-31$78,472
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$17,609,937
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$12,208,370
Value of interest in pooled separate accounts at end of year2017-12-31$0
Value of interest in pooled separate accounts at beginning of year2017-12-31$0
Interest on participant loans2017-12-31$11,000
Interest earned on other investments2017-12-31$18,302
Value of interest in common/collective trusts at end of year2017-12-31$0
Value of interest in common/collective trusts at beginning of year2017-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$1,460,184
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$889,538
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,850,883
Net investment gain/loss from pooled separate accounts2017-12-31$0
Net investment gain or loss from common/collective trusts2017-12-31$0
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
Assets. Invements in employer securities at end of year2017-12-31$0
Assets. Invements in employer securities at beginning of year2017-12-31$0
Contributions received in cash from employer2017-12-31$606,407
Income. Dividends from common stock2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$741,903
Contract administrator fees2017-12-31$4,165
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 name2017-12-31BROOKS, COOK & ASSOCIATES, LLC
Accountancy firm EIN2017-12-31582193228
2016 : HR STRATEGIES 401(K) 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$5,665,893
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,978,957
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,881,732
Expenses. Certain deemed distributions of participant loans2016-12-31$0
Value of total corrective distributions2016-12-31$16,425
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$4,475,084
Value of total assets at end of year2016-12-31$13,286,415
Value of total assets at beginning of year2016-12-31$9,599,479
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$80,800
Total interest from all sources2016-12-31$20,449
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$444,510
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$444,510
Administrative expenses professional fees incurred2016-12-31$22,500
Was this plan covered by a fidelity bond2016-12-31No
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$962,882
Participant contributions at end of year2016-12-31$188,507
Participant contributions at beginning of year2016-12-31$172,892
Assets. Other investments not covered elsewhere at end of year2016-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$3,166,365
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-12-31$1,400,842
Other income not declared elsewhere2016-12-31$0
Administrative expenses (other) incurred2016-12-31$125
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$3,686,936
Value of net assets at end of year (total assets less liabilities)2016-12-31$13,286,415
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$9,599,479
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
Investment advisory and management fees2016-12-31$53,960
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$12,208,370
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$8,703,384
Value of interest in pooled separate accounts at end of year2016-12-31$0
Value of interest in pooled separate accounts at beginning of year2016-12-31$0
Interest on participant loans2016-12-31$8,564
Interest earned on other investments2016-12-31$11,885
Value of interest in common/collective trusts at end of year2016-12-31$0
Value of interest in common/collective trusts at beginning of year2016-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$889,538
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$723,203
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$725,850
Net investment gain/loss from pooled separate accounts2016-12-31$0
Net investment gain or loss from common/collective trusts2016-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
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
Assets. Invements in employer securities at end of year2016-12-31$0
Assets. Invements in employer securities at beginning of year2016-12-31$0
Contributions received in cash from employer2016-12-31$345,837
Income. Dividends from common stock2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$480,890
Contract administrator fees2016-12-31$4,215
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 name2016-12-31BROOKS, COOK & ASSOCIATES, LLC
Accountancy firm EIN2016-12-31582193228
2015 : HR STRATEGIES 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets from this plan2015-12-31$2,264,347
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
Total income from all sources (including contributions)2015-12-31$1,185,254
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$651,678
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$551,015
Expenses. Certain deemed distributions of participant loans2015-12-31$22,460
Value of total corrective distributions2015-12-31$27,143
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,263,092
Value of total assets at end of year2015-12-31$9,599,479
Value of total assets at beginning of year2015-12-31$11,330,250
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$51,060
Total interest from all sources2015-12-31$17,298
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$440,028
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$440,028
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 period2015-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$813,262
Participant contributions at end of year2015-12-31$172,892
Participant contributions at beginning of year2015-12-31$227,411
Assets. Other investments not covered elsewhere at end of year2015-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$84,570
Other income not declared elsewhere2015-12-31$100
Administrative expenses (other) incurred2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$533,576
Value of net assets at end of year (total assets less liabilities)2015-12-31$9,599,479
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$11,330,250
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$43,222
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$8,703,384
Value of interest in pooled separate accounts at beginning of year2015-12-31$10,467,495
Interest on participant loans2015-12-31$5,018
Interest earned on other investments2015-12-31$12,280
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$723,203
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$635,344
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-330,004
Net investment gain/loss from pooled separate accounts2015-12-31$-205,260
Net investment gain or loss from common/collective trusts2015-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
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
Assets. Invements in employer securities at end of year2015-12-31$0
Assets. Invements in employer securities at beginning of year2015-12-31$0
Contributions received in cash from employer2015-12-31$365,260
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$551,015
Contract administrator fees2015-12-31$7,838
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31Yes
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
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 name2015-12-31BROOKS,COOK & ASSOCIATES
Accountancy firm EIN2015-12-31581293228
2014 : HR STRATEGIES 401(K) PLAN 2014 401k financial data
Total transfer of assets from this plan2014-12-31$2,161,696
Total income from all sources (including contributions)2014-12-31$2,496,251
Total of all expenses incurred2014-12-31$2,307,876
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$2,141,956
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,748,535
Value of total assets at end of year2014-12-31$11,330,251
Value of total assets at beginning of year2014-12-31$13,303,572
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$165,920
Total interest from all sources2014-12-31$11,482
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31No
If this is an individual account plan, was there a blackout period2014-12-31No
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$1,215,109
Participant contributions at end of year2014-12-31$227,411
Participant contributions at beginning of year2014-12-31$379,161
Participant contributions at beginning of year2014-12-31$23,970
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$123,661
Other income not declared elsewhere2014-12-31$17,307
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$188,375
Value of net assets at end of year (total assets less liabilities)2014-12-31$11,330,251
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$13,303,572
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
Value of interest in pooled separate accounts at end of year2014-12-31$10,467,495
Value of interest in pooled separate accounts at beginning of year2014-12-31$11,736,707
Interest on participant loans2014-12-31$11,482
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$635,345
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$1,157,168
Net investment gain/loss from pooled separate accounts2014-12-31$718,927
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$409,765
Employer contributions (assets) at beginning of year2014-12-31$6,566
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$2,141,956
Contract administrator fees2014-12-31$165,920
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 name2014-12-31BROOKS, COOK, ASSOCIATES, LLC
Accountancy firm EIN2014-12-31582193228
2013 : HR STRATEGIES 401(K) PLAN 2013 401k financial data
Total transfer of assets to this plan2013-12-31$2,810,390
Total income from all sources (including contributions)2013-12-31$3,435,022
Total of all expenses incurred2013-12-31$1,790,444
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,624,666
Expenses. Certain deemed distributions of participant loans2013-12-31$6,071
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,598,414
Value of total assets at end of year2013-12-31$13,303,572
Value of total assets at beginning of year2013-12-31$8,848,604
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$159,707
Total interest from all sources2013-12-31$12,849
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$200,000
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$1,156,291
Participant contributions at end of year2013-12-31$379,161
Participant contributions at beginning of year2013-12-31$349,696
Participant contributions at end of year2013-12-31$23,970
Participant contributions at beginning of year2013-12-31$6,139
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$82,256
Other income not declared elsewhere2013-12-31$19,893
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$1,644,578
Value of net assets at end of year (total assets less liabilities)2013-12-31$13,303,572
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$8,848,604
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 pooled separate accounts at end of year2013-12-31$11,736,707
Value of interest in pooled separate accounts at beginning of year2013-12-31$7,227,898
Interest on participant loans2013-12-31$12,849
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$1,157,168
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$1,264,505
Net investment gain/loss from pooled separate accounts2013-12-31$1,803,866
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$359,867
Employer contributions (assets) at end of year2013-12-31$6,566
Employer contributions (assets) at beginning of year2013-12-31$366
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,624,666
Contract administrator fees2013-12-31$159,707
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 name2013-12-31BROOKS, COOK, ASSOCIATES, LLC
Accountancy firm EIN2013-12-31582193228
2012 : HR STRATEGIES 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total transfer of assets to this plan2012-12-31$2,294,233
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$2,216,652
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$818,877
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$638,751
Expenses. Certain deemed distributions of participant loans2012-12-31$51,158
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,446,811
Value of total assets at end of year2012-12-31$8,848,604
Value of total assets at beginning of year2012-12-31$5,156,596
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$128,968
Total interest from all sources2012-12-31$13,340
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
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$992,603
Participant contributions at end of year2012-12-31$349,696
Participant contributions at beginning of year2012-12-31$304,841
Participant contributions at end of year2012-12-31$6,139
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$183,468
Other income not declared elsewhere2012-12-31$19,124
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$1,397,775
Value of net assets at end of year (total assets less liabilities)2012-12-31$8,848,604
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$5,156,596
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 pooled separate accounts at end of year2012-12-31$7,227,898
Value of interest in pooled separate accounts at beginning of year2012-12-31$4,202,917
Interest on participant loans2012-12-31$13,340
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$1,264,505
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$641,746
Net investment gain/loss from pooled separate accounts2012-12-31$737,377
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$270,740
Employer contributions (assets) at end of year2012-12-31$366
Employer contributions (assets) at beginning of year2012-12-31$7,092
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$638,751
Contract administrator fees2012-12-31$128,968
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
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 name2012-12-31BROOKS. COOK. ASSOCIATES. LLC
Accountancy firm EIN2012-12-31582193228
2011 : HR STRATEGIES 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total transfer of assets to this plan2011-12-31$759,478
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$1,021,119
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$942,703
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$829,737
Expenses. Certain deemed distributions of participant loans2011-12-31$36,598
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,002,559
Value of total assets at end of year2011-12-31$5,156,596
Value of total assets at beginning of year2011-12-31$4,318,702
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$76,368
Total interest from all sources2011-12-31$8,296
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$200,000
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$657,168
Participant contributions at end of year2011-12-31$304,841
Participant contributions at beginning of year2011-12-31$231,317
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$173,396
Other income not declared elsewhere2011-12-31$17,379
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$78,416
Value of net assets at end of year (total assets less liabilities)2011-12-31$5,156,596
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$4,318,702
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 pooled separate accounts at end of year2011-12-31$4,202,917
Value of interest in pooled separate accounts at beginning of year2011-12-31$3,446,795
Interest on participant loans2011-12-31$8,296
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$641,746
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$640,590
Net investment gain/loss from pooled separate accounts2011-12-31$-7,115
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$171,995
Employer contributions (assets) at end of year2011-12-31$7,092
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$829,737
Contract administrator fees2011-12-31$76,368
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
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 name2011-12-31BROOKS. COOK. ASSOCIATES. LLC
Accountancy firm EIN2011-12-31582193228
2010 : HR STRATEGIES 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets to this plan2010-12-31$3,339,224
Total transfer of assets from this plan2010-12-31$496,041
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$1,198,969
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$772,040
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$695,541
Expenses. Certain deemed distributions of participant loans2010-12-31$17,346
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$625,287
Value of total assets at end of year2010-12-31$4,318,702
Value of total assets at beginning of year2010-12-31$1,048,590
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$59,153
Total interest from all sources2010-12-31$3,290
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$200,000
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$464,469
Participant contributions at end of year2010-12-31$231,317
Participant contributions at beginning of year2010-12-31$55,073
Participant contributions at beginning of year2010-12-31$17,666
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$26,511
Other income not declared elsewhere2010-12-31$16,179
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$426,929
Value of net assets at end of year (total assets less liabilities)2010-12-31$4,318,702
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$1,048,590
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 pooled separate accounts at end of year2010-12-31$3,446,795
Value of interest in pooled separate accounts at beginning of year2010-12-31$880,480
Interest on participant loans2010-12-31$3,290
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$640,590
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$90,692
Net investment gain/loss from pooled separate accounts2010-12-31$554,213
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$134,307
Employer contributions (assets) at beginning of year2010-12-31$4,679
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$695,541
Contract administrator fees2010-12-31$59,153
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
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 name2010-12-31BROOKS, COOK & ASSOCIATES, LLC
Accountancy firm EIN2010-12-31582193228
2009 : HR STRATEGIES 401(K) 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 HR STRATEGIES 401(K) PLAN

2022: HR STRATEGIES 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entityMulitple 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 - TrustYes
2021: HR STRATEGIES 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entityMulitple employer plan
2021-01-01Submission has been amendedNo
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: HR STRATEGIES 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entityMulitple employer plan
2020-01-01Submission has been amendedNo
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: HR STRATEGIES 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entityMulitple employer plan
2019-01-01Submission has been amendedYes
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: HR STRATEGIES 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entityMulitple 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: HR STRATEGIES 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entityMulitple 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: HR STRATEGIES 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entityMulitple 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: HR STRATEGIES 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entityMulitple 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: HR STRATEGIES 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entityMulitple employer plan
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: HR STRATEGIES 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entityMulitple employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: HR STRATEGIES 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entityMulitple 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 – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: HR STRATEGIES 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entityMulitple 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 – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: HR STRATEGIES 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entityMulitple 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 – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR61578-1
Policy instance 1
Insurance contract or identification numberMR61578-1
Number of Individuals Covered0
Insurance policy start date2022-01-01
Insurance policy end date2022-10-27
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 61578
Policy instance 1
Insurance contract or identification numberMR 61578
Number of Individuals Covered1388
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $5,712
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 $5,712
Insurance broker organization code?1
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 61578
Policy instance 1
Insurance contract or identification numberMR 61578
Number of Individuals Covered1345
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $5,937
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 $5,937
Insurance broker organization code?1
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 61578
Policy instance 1
Insurance contract or identification numberMR 61578
Number of Individuals Covered1412
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $6,980
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 $6,980
Insurance broker organization code?1
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 61578
Policy instance 1
Insurance contract or identification numberMR 61578
Number of Individuals Covered1219
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $6,862
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 $5,686
Insurance broker organization code?1
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 61578
Policy instance 1
Insurance contract or identification numberMR 61578
Number of Individuals Covered1146
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $6,855
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 $6,855
Insurance broker organization code?4
Insurance broker nameINVEST FIN CORP INS AGENCY INC OF I
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 61578
Policy instance 1
Insurance contract or identification numberMR 61578
Number of Individuals Covered644
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $11,616
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
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 $11,616
Insurance broker organization code?4
Insurance broker nameINVEST FIN CORP INS AGENCY INC OF I
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number932149
Policy instance 1
Insurance contract or identification number932149
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $62,222
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Number of Individuals Covered120
Total amount of fees paid to insurance companyUSD $243
Temporary Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $11,801
Commission paid to Insurance BrokerUSD $62,222
Insurance broker organization code?3
Amount paid for insurance broker fees187
Additional information about fees paid to insurance brokerSUPPLEMENTAL COMPENSATION
Insurance broker nameINVEST FINANCIAL CORP INS AGEN
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number932149
Policy instance 1
Insurance contract or identification number932149
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $75,533
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $75,533
Insurance broker organization code?3
Insurance broker nameINVEST FINANCIAL CORP INS AGEN
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number932149
Policy instance 1
Insurance contract or identification number932149
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $52,171
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
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
Commission paid to Insurance BrokerUSD $52,171
Insurance broker organization code?3
Insurance broker nameINVEST FINANCIAL CORP INS AGEN
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number932149
Policy instance 1
Insurance contract or identification number932149
Number of Individuals Covered696
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $24,144
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
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
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number932149
Policy instance 1
Insurance contract or identification number932149
Number of Individuals Covered446
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $45,660
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
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

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