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HADLEY & LYDEN, INC. EMPLOYEE PROFIT SHARING PLAN 401k Plan overview

Plan NameHADLEY & LYDEN, INC. EMPLOYEE PROFIT SHARING PLAN
Plan identification number 001

HADLEY & LYDEN, INC. EMPLOYEE PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • 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

HADLEY & LYDEN, INC. has sponsored the creation of one or more 401k plans.

Company Name:HADLEY & LYDEN, INC.
Employer identification number (EIN):590713365
NAIC Classification:524210
NAIC Description:Insurance Agencies and Brokerages

Additional information about HADLEY & LYDEN, INC.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 1952-07-18
Company Identification Number: 169744
Legal Registered Office Address: 1960 HOWELL BRANCH ROAD

WINTER PARK

32792

More information about HADLEY & LYDEN, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HADLEY & LYDEN, INC. EMPLOYEE PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01SCOTT LYDEN2023-08-20
0012021-01-01SCOTT LYDEN2022-06-23
0012020-01-01SCOTT LYDEN2021-06-04
0012019-01-01SCOTT LYDEN2020-05-15
0012018-01-01SCOTT LYDEN2019-05-13
0012017-01-01SCOTT LYDEN2018-04-21
0012016-01-01SCOTT LYDEN2017-04-15
0012015-01-01SCOTT LYDEN2016-05-13
0012014-01-01SCOTT LYDEN2015-07-16
0012013-01-01SCOTT LYDEN2014-05-09
0012012-01-01SCOTT LYDEN2013-05-06
0012011-01-01SCOTT LYDEN2012-07-12
0012009-01-01SCOTT LYDEN

Plan Statistics for HADLEY & LYDEN, INC. EMPLOYEE PROFIT SHARING PLAN

401k plan membership statisitcs for HADLEY & LYDEN, INC. EMPLOYEE PROFIT SHARING PLAN

Measure Date Value
2009: HADLEY & LYDEN, INC. EMPLOYEE PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0135
Total number of active participants reported on line 7a of the Form 55002009-01-0132
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-014
Total of all active and inactive participants2009-01-0136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0136
Number of participants with account balances2009-01-0136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-011

Financial Data on HADLEY & LYDEN, INC. EMPLOYEE PROFIT SHARING PLAN

Measure Date Value
2010 : HADLEY & LYDEN, INC. EMPLOYEE PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$1,077,789
Expenses. Total of all expenses incurred2010-12-31$149,571
Benefits paid (including direct rollovers)2010-12-31$148,279
Total plan assets at end of year2010-12-31$8,950,981
Total plan assets at beginning of year2010-12-31$8,022,763
Value of fidelity bond covering the plan2010-12-31$500,000
Expenses. Other expenses not covered elsewhere2010-12-31$1,036
Other income received2010-12-31$812,789
Net income (gross income less expenses)2010-12-31$928,218
Net plan assets at end of year (total assets less liabilities)2010-12-31$8,950,981
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$8,022,763
Assets. Value of assets in partnership/joint-venture interests2010-12-31$36,601
Total contributions received or receivable from employer(s)2010-12-31$265,000
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$256
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : HADLEY & LYDEN, INC. EMPLOYEE PROFIT SHARING 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 HADLEY & LYDEN, INC. EMPLOYEE PROFIT SHARING PLAN

2009: HADLEY & LYDEN, INC. EMPLOYEE PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number96782
Policy instance 1
Insurance contract or identification number96782
Number of Individuals Covered1
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Are there contracts with allocated funds for individual policies?Yes
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?No
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

Potentially related plans

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