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HMC HOSPITALITY GROUP 401(K) PLAN 401k Plan overview

Plan NameHMC HOSPITALITY GROUP 401(K) PLAN
Plan identification number 001

HMC HOSPITALITY GROUP 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.
  • 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

HMC HOSPITALITY GROUP, INC. has sponsored the creation of one or more 401k plans.

Company Name:HMC HOSPITALITY GROUP, INC.
Employer identification number (EIN):593081926
NAIC Classification:722511
NAIC Description:Full-Service Restaurants

Additional information about HMC HOSPITALITY GROUP, INC.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 1991-08-15
Company Identification Number: S73454
Legal Registered Office Address: 107 HAMPTON ROAD

CLEARWATER

33759

More information about HMC HOSPITALITY GROUP, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HMC HOSPITALITY GROUP 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01BRUCE W. CLARK2019-10-14 NATHAN WEATHERILT2019-10-14
0012017-01-01
0012016-01-01
0012015-01-01BRUCE W. CLARK
0012014-01-01BRUCE W. CLARK
0012013-01-01BRUCE W. CLARK
0012012-01-01BRUCE W. CLARK
0012011-01-01BRUCE W. CLARK
0012009-01-01BRUCE W. CLARK

Plan Statistics for HMC HOSPITALITY GROUP 401(K) PLAN

401k plan membership statisitcs for HMC HOSPITALITY GROUP 401(K) PLAN

Measure Date Value
2022: HMC HOSPITALITY GROUP 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01211
Total number of active participants reported on line 7a of the Form 55002022-01-01139
Number of retired or separated participants receiving benefits2022-01-013
Number of other retired or separated participants entitled to future benefits2022-01-0166
Total of all active and inactive participants2022-01-01208
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01208
Number of participants with account balances2022-01-01194
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0110
2021: HMC HOSPITALITY GROUP 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01209
Total number of active participants reported on line 7a of the Form 55002021-01-01139
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0168
Total of all active and inactive participants2021-01-01207
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01207
Number of participants with account balances2021-01-01193
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0115
2020: HMC HOSPITALITY GROUP 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01206
Total number of active participants reported on line 7a of the Form 55002020-01-01154
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0152
Total of all active and inactive participants2020-01-01206
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01206
Number of participants with account balances2020-01-01184
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0117
2019: HMC HOSPITALITY GROUP 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01206
Total number of active participants reported on line 7a of the Form 55002019-01-01162
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0138
Total of all active and inactive participants2019-01-01200
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01200
Number of participants with account balances2019-01-01177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0112
2018: HMC HOSPITALITY GROUP 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01176
Total number of active participants reported on line 7a of the Form 55002018-01-01157
Number of retired or separated participants receiving benefits2018-01-012
Number of other retired or separated participants entitled to future benefits2018-01-0131
Total of all active and inactive participants2018-01-01190
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01190
Number of participants with account balances2018-01-01164
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: HMC HOSPITALITY GROUP 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01156
Total number of active participants reported on line 7a of the Form 55002017-01-01146
Number of retired or separated participants receiving benefits2017-01-011
Number of other retired or separated participants entitled to future benefits2017-01-0125
Total of all active and inactive participants2017-01-01172
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01172
Number of participants with account balances2017-01-01148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: HMC HOSPITALITY GROUP 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01147
Total number of active participants reported on line 7a of the Form 55002016-01-01137
Number of other retired or separated participants entitled to future benefits2016-01-0115
Total of all active and inactive participants2016-01-01152
Total participants2016-01-01152
Number of participants with account balances2016-01-01108
2015: HMC HOSPITALITY GROUP 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01149
Total number of active participants reported on line 7a of the Form 55002015-01-01126
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0115
Total of all active and inactive participants2015-01-01141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01141
Number of participants with account balances2015-01-01100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: HMC HOSPITALITY GROUP 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01148
Total number of active participants reported on line 7a of the Form 55002014-01-01131
Number of other retired or separated participants entitled to future benefits2014-01-0110
Total of all active and inactive participants2014-01-01141
Total participants2014-01-01141
Number of participants with account balances2014-01-0193
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: HMC HOSPITALITY GROUP 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01148
Total number of active participants reported on line 7a of the Form 55002013-01-01133
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0111
Total of all active and inactive participants2013-01-01144
Total participants2013-01-01144
Number of participants with account balances2013-01-0198
2012: HMC HOSPITALITY GROUP 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01146
Total number of active participants reported on line 7a of the Form 55002012-01-01130
Number of other retired or separated participants entitled to future benefits2012-01-0113
Total of all active and inactive participants2012-01-01143
Total participants2012-01-01143
Number of participants with account balances2012-01-0182
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: HMC HOSPITALITY GROUP 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01144
Total number of active participants reported on line 7a of the Form 55002011-01-01127
Number of other retired or separated participants entitled to future benefits2011-01-0117
Total of all active and inactive participants2011-01-01144
Total participants2011-01-01144
Number of participants with account balances2011-01-0192
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: HMC HOSPITALITY GROUP 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01144
Total number of active participants reported on line 7a of the Form 55002009-01-01131
Number of other retired or separated participants entitled to future benefits2009-01-0129
Total of all active and inactive participants2009-01-01160
Total participants2009-01-01160
Number of participants with account balances2009-01-01159
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-011

Financial Data on HMC HOSPITALITY GROUP 401(K) PLAN

Measure Date Value
2022 : HMC HOSPITALITY GROUP 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-163,343
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$983,219
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$974,059
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$632,948
Value of total assets at end of year2022-12-31$6,651,944
Value of total assets at beginning of year2022-12-31$7,798,506
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$9,160
Total interest from all sources2022-12-31$6,976
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
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$554,523
Participant contributions at end of year2022-12-31$106,785
Participant contributions at beginning of year2022-12-31$128,635
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$15,383
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,146,562
Value of net assets at end of year (total assets less liabilities)2022-12-31$6,651,944
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$7,798,506
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$5,517,939
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$6,458,447
Interest on participant loans2022-12-31$6,976
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$998,714
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$1,178,138
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$1,178,138
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$28,506
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$15,413
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-803,267
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$78,425
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$2,490
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$974,059
Contract administrator fees2022-12-31$9,160
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 name2022-12-31CHERRY BEKAERT LLP
Accountancy firm EIN2022-12-31560574444
2021 : HMC HOSPITALITY GROUP 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$1,332,971
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$307,432
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$299,288
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$657,462
Value of total assets at end of year2021-12-31$7,798,506
Value of total assets at beginning of year2021-12-31$6,772,967
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$8,144
Total interest from all sources2021-12-31$5,335
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$570,233
Participant contributions at end of year2021-12-31$128,635
Participant contributions at beginning of year2021-12-31$82,427
Participant contributions at end of year2021-12-31$15,383
Participant contributions at beginning of year2021-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$1,025,539
Value of net assets at end of year (total assets less liabilities)2021-12-31$7,798,506
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$6,772,967
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$6,458,447
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$5,720,815
Interest on participant loans2021-12-31$5,335
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$1,178,138
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$962,382
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$962,382
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$15,413
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$7,343
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$670,174
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$87,229
Employer contributions (assets) at end of year2021-12-31$2,490
Employer contributions (assets) at beginning of year2021-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$299,288
Contract administrator fees2021-12-31$8,144
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 name2021-12-31CHERRY BEKAERT LLP
Accountancy firm EIN2021-12-31560574444
2020 : HMC HOSPITALITY GROUP 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$1,006,014
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$341,578
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$340,040
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$478,474
Value of total assets at end of year2020-12-31$6,772,967
Value of total assets at beginning of year2020-12-31$6,108,531
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$1,538
Total interest from all sources2020-12-31$7,830
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$419,708
Participant contributions at end of year2020-12-31$82,427
Participant contributions at beginning of year2020-12-31$139,769
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$0
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$664,436
Value of net assets at end of year (total assets less liabilities)2020-12-31$6,772,967
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$6,108,531
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$5,720,815
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$5,711,417
Interest on participant loans2020-12-31$7,830
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$962,382
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$255,998
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$255,998
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$7,343
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$1,347
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$519,710
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$58,766
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$340,040
Contract administrator fees2020-12-31$1,538
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 name2020-12-31CHERRY BEKAERT LLP
Accountancy firm EIN2020-12-31560574444
2019 : HMC HOSPITALITY GROUP 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$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$1,448,902
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$187,523
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$176,022
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$509,051
Value of total assets at end of year2019-12-31$6,108,531
Value of total assets at beginning of year2019-12-31$4,847,152
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$11,501
Total interest from all sources2019-12-31$8,795
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$124,830
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$124,830
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$439,389
Participant contributions at end of year2019-12-31$139,769
Participant contributions at beginning of year2019-12-31$117,925
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$1,261,379
Value of net assets at end of year (total assets less liabilities)2019-12-31$6,108,531
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$4,847,152
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$5,711,417
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$4,487,789
Interest on participant loans2019-12-31$8,795
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$255,998
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$237,159
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$237,159
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$1,347
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$4,279
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$806,226
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$69,662
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$176,022
Contract administrator fees2019-12-31$11,501
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 name2019-12-31CHERRY BEKAERT LLP
Accountancy firm EIN2019-12-31560574444
2018 : HMC HOSPITALITY GROUP 401(K) PLAN 2018 401k financial data
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$3,355
Total income from all sources (including contributions)2018-12-31$342,671
Total of all expenses incurred2018-12-31$202,821
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$171,960
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$489,245
Value of total assets at end of year2018-12-31$4,847,152
Value of total assets at beginning of year2018-12-31$4,710,657
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$30,861
Total interest from all sources2018-12-31$7,216
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$103,633
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$103,633
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
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$392,551
Participant contributions at end of year2018-12-31$117,925
Participant contributions at beginning of year2018-12-31$121,826
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$30,298
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$3,355
Other income not declared elsewhere2018-12-31$30,220
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$139,850
Value of net assets at end of year (total assets less liabilities)2018-12-31$4,847,152
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$4,707,302
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$30,861
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$4,487,789
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$4,415,051
Interest on participant loans2018-12-31$7,216
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$237,159
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$173,780
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$173,780
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$4,279
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-287,643
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$66,396
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$171,960
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
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 name2018-12-31FRAZIER & DEETER, LLC
Accountancy firm EIN2018-12-31581433845
2017 : HMC HOSPITALITY GROUP 401(K) PLAN 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$3,355
Total income from all sources (including contributions)2017-12-31$1,124,181
Total of all expenses incurred2017-12-31$284,803
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$257,747
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$647,135
Value of total assets at end of year2017-12-31$4,710,657
Value of total assets at beginning of year2017-12-31$3,867,924
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$27,056
Total interest from all sources2017-12-31$6,273
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$80,260
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$80,260
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$348,581
Participant contributions at end of year2017-12-31$121,826
Participant contributions at beginning of year2017-12-31$138,791
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$233,998
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$3,355
Other income not declared elsewhere2017-12-31$19,243
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$839,378
Value of net assets at end of year (total assets less liabilities)2017-12-31$4,707,302
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$3,867,924
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$27,056
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$4,415,051
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$11,457
Interest on participant loans2017-12-31$6,273
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$173,780
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$3,717,676
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$371,270
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$64,556
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$257,747
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 name2017-12-31FRAZIER & DEETER, LLC
Accountancy firm EIN2017-12-31581433845
2016 : HMC HOSPITALITY GROUP 401(K) PLAN 2016 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$1,079
Total income from all sources (including contributions)2016-12-31$585,311
Total of all expenses incurred2016-12-31$320,923
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$315,790
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$326,994
Value of total assets at end of year2016-12-31$3,867,924
Value of total assets at beginning of year2016-12-31$3,604,615
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$5,133
Total interest from all sources2016-12-31$7,379
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$82,318
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$82,318
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$278,092
Participant contributions at end of year2016-12-31$138,791
Participant contributions at beginning of year2016-12-31$130,544
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$1,136
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$1,079
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$264,388
Value of net assets at end of year (total assets less liabilities)2016-12-31$3,867,924
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$3,603,536
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$5,133
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$11,457
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$2,989,667
Interest on participant loans2016-12-31$7,379
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$3,717,676
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$484,404
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$168,620
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$47,766
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$315,790
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31Yes
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 name2016-12-31FRAIZER & DEETER
Accountancy firm EIN2016-12-31581433845
2015 : HMC HOSPITALITY GROUP 401(K) PLAN 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$1,079
Total income from all sources (including contributions)2015-12-31$241,292
Total of all expenses incurred2015-12-31$97,142
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$90,076
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$273,102
Value of total assets at end of year2015-12-31$3,604,615
Value of total assets at beginning of year2015-12-31$3,459,386
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$7,066
Total interest from all sources2015-12-31$4,757
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$172,817
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$172,817
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$233,135
Participant contributions at end of year2015-12-31$130,544
Participant contributions at beginning of year2015-12-31$71,877
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$1,079
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$144,150
Value of net assets at end of year (total assets less liabilities)2015-12-31$3,603,536
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$3,459,386
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$2,989,667
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$3,045,861
Interest on participant loans2015-12-31$4,757
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$484,404
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$341,648
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-209,384
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$39,967
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$90,076
Contract administrator fees2015-12-31$7,066
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 name2015-12-31FRAZIER & DEETER
Accountancy firm EIN2015-12-31581433845
2014 : HMC HOSPITALITY GROUP 401(K) PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$447,842
Total of all expenses incurred2014-12-31$159,283
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$152,277
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$277,244
Value of total assets at end of year2014-12-31$3,459,386
Value of total assets at beginning of year2014-12-31$3,170,827
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$7,006
Total interest from all sources2014-12-31$3,481
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$142,861
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$142,861
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
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$237,507
Participant contributions at end of year2014-12-31$71,877
Participant contributions at beginning of year2014-12-31$62,982
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$794
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$288,559
Value of net assets at end of year (total assets less liabilities)2014-12-31$3,459,386
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$3,170,827
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 registered invesment companies (eg mutual funds) at end of year2014-12-31$3,045,861
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$2,827,802
Interest on participant loans2014-12-31$3,481
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$341,648
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$280,006
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$24,256
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$38,943
Employer contributions (assets) at beginning of year2014-12-31$37
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$152,277
Contract administrator fees2014-12-31$7,006
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 name2014-12-31FRAZIER & DEETER
Accountancy firm EIN2014-12-31581433845
2013 : HMC HOSPITALITY GROUP 401(K) PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$722,928
Total of all expenses incurred2013-12-31$199,048
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$199,048
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$247,206
Value of total assets at end of year2013-12-31$3,170,827
Value of total assets at beginning of year2013-12-31$2,646,947
Total interest from all sources2013-12-31$3,268
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$124,601
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$124,601
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$212,911
Participant contributions at end of year2013-12-31$62,982
Participant contributions at beginning of year2013-12-31$69,452
Participant contributions at beginning of year2013-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-12-31$6,494
Total non interest bearing cash at beginning of year2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$523,880
Value of net assets at end of year (total assets less liabilities)2013-12-31$3,170,827
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$2,646,947
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$2,827,802
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$2,381,650
Interest on participant loans2013-12-31$3,268
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$280,006
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$195,845
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$347,853
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$34,295
Employer contributions (assets) at end of year2013-12-31$37
Employer contributions (assets) at beginning of year2013-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$192,554
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 name2013-12-31KINGERY & CROUSE, PA
Accountancy firm EIN2013-12-31593144594
2012 : HMC HOSPITALITY GROUP 401(K) PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$455,941
Total of all expenses incurred2012-12-31$111,881
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$105,982
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$205,613
Value of total assets at end of year2012-12-31$2,646,947
Value of total assets at beginning of year2012-12-31$2,302,887
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$5,899
Total interest from all sources2012-12-31$4,554
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$105,832
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$105,832
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$176,606
Participant contributions at end of year2012-12-31$69,452
Participant contributions at beginning of year2012-12-31$102,843
Participant contributions at end of year2012-12-31$0
Participant contributions at beginning of year2012-12-31$5,547
Total non interest bearing cash at end of year2012-12-31$0
Total non interest bearing cash at beginning of year2012-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$344,060
Value of net assets at end of year (total assets less liabilities)2012-12-31$2,646,947
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$2,302,887
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$2,381,650
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$2,059,335
Interest on participant loans2012-12-31$4,554
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$195,845
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$134,165
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$139,942
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 contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$29,007
Employer contributions (assets) at end of year2012-12-31$0
Employer contributions (assets) at beginning of year2012-12-31$997
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$105,982
Contract administrator fees2012-12-31$5,899
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 name2012-12-31KINGERY & CROUSE, PA
Accountancy firm EIN2012-12-31593144594
2011 : HMC HOSPITALITY GROUP 401(K) PLAN 2011 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$2,870
Total income from all sources (including contributions)2011-12-31$165,788
Total of all expenses incurred2011-12-31$164,724
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$159,169
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$224,313
Value of total assets at end of year2011-12-31$2,302,887
Value of total assets at beginning of year2011-12-31$2,304,693
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$5,555
Total interest from all sources2011-12-31$5,206
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$39,993
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$39,993
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$192,191
Participant contributions at end of year2011-12-31$102,843
Participant contributions at beginning of year2011-12-31$27,311
Participant contributions at end of year2011-12-31$5,547
Participant contributions at beginning of year2011-12-31$5,883
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$2,870
Total non interest bearing cash at end of year2011-12-31$0
Total non interest bearing cash at beginning of year2011-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$1,064
Value of net assets at end of year (total assets less liabilities)2011-12-31$2,302,887
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$2,301,823
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$2,059,335
Value of interest in pooled separate accounts at beginning of year2011-12-31$2,108,581
Interest on participant loans2011-12-31$5,206
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$134,165
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$161,826
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-103,724
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 contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$32,122
Employer contributions (assets) at end of year2011-12-31$997
Employer contributions (assets) at beginning of year2011-12-31$1,092
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$159,169
Contract administrator fees2011-12-31$5,555
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 name2011-12-31KINGERY & CROUSE, PA
Accountancy firm EIN2011-12-31593144594
2010 : HMC HOSPITALITY GROUP 401(K) PLAN 2010 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$2,870
Total income from all sources (including contributions)2010-12-31$502,188
Total of all expenses incurred2010-12-31$206,288
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$201,883
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$254,938
Value of total assets at end of year2010-12-31$2,304,693
Value of total assets at beginning of year2010-12-31$2,005,923
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$4,405
Total interest from all sources2010-12-31$1,144
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$5,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$209,100
Participant contributions at end of year2010-12-31$27,311
Participant contributions at beginning of year2010-12-31$14,443
Participant contributions at end of year2010-12-31$5,883
Participant contributions at beginning of year2010-12-31$3,946
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$10,410
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$2,870
Total non interest bearing cash at end of year2010-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$295,900
Value of net assets at end of year (total assets less liabilities)2010-12-31$2,301,823
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$2,005,923
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$1,986,653
Value of interest in pooled separate accounts at end of year2010-12-31$2,108,581
Interest on participant loans2010-12-31$1,144
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$161,826
Net investment gain/loss from pooled separate accounts2010-12-31$246,106
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 contributions2010-12-31Yes
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$35,428
Employer contributions (assets) at end of year2010-12-31$1,092
Employer contributions (assets) at beginning of year2010-12-31$881
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$201,883
Contract administrator fees2010-12-31$4,405
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 name2010-12-31KINGERY & CROUSE, PA
Accountancy firm EIN2010-12-31593144594

Form 5500 Responses for HMC HOSPITALITY GROUP 401(K) PLAN

2022: HMC HOSPITALITY GROUP 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: HMC HOSPITALITY GROUP 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle 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: HMC HOSPITALITY GROUP 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle 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: HMC HOSPITALITY GROUP 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: HMC HOSPITALITY GROUP 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
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: HMC HOSPITALITY GROUP 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
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: HMC HOSPITALITY GROUP 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
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: HMC HOSPITALITY GROUP 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
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: HMC HOSPITALITY GROUP 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle 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: HMC HOSPITALITY GROUP 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle 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: HMC HOSPITALITY GROUP 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
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: HMC HOSPITALITY GROUP 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
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: HMC HOSPITALITY GROUP 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
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

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number517219-000
Policy instance 1
Insurance contract or identification number517219-000
Number of Individuals Covered208
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $3,295
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?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
Amount paid for insurance broker fees3295
Additional information about fees paid to insurance brokerADMIN FEES
Insurance broker organization code?5
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number517219-000
Policy instance 1
Insurance contract or identification number517219-000
Number of Individuals Covered207
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $3,602
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?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
Amount paid for insurance broker fees3602
Additional information about fees paid to insurance brokerADMIN FEES
Insurance broker organization code?5
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number517219-000
Policy instance 1
Insurance contract or identification number517219-000
Number of Individuals Covered206
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $2,996
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?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
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees2996
Additional information about fees paid to insurance brokerADMIN FEES
Insurance broker organization code?5
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number517219-000
Policy instance 1
Insurance contract or identification number517219-000
Number of Individuals Covered200
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $2,693
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?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
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees1512
Additional information about fees paid to insurance brokerADMIN FEES
Insurance broker organization code?5
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number517219-000
Policy instance 1
Insurance contract or identification number517219-000
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of fees paid to insurance companyUSD $2,408
Amount paid for insurance broker fees2408
Insurance broker organization code?5
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number517219-000
Policy instance 1
Insurance contract or identification number517219-000
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of fees paid to insurance companyUSD $6,448
Amount paid for insurance broker fees6448
Insurance broker organization code?5
Insurance broker nameMATTHEWS BENEFIT GROUP, INC.
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-712087
Policy instance 1
Insurance contract or identification numberGA-712087
Number of Individuals Covered99
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $10,450
Total amount of fees paid to insurance companyUSD $1,742
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees1742
Additional information about fees paid to insurance brokerADMINISTRATIVE ALLOWANCE
Insurance broker organization code?5
Commission paid to Insurance BrokerUSD $10,450
Insurance broker nameMERRILL LYNCH LIFE AGENCY
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-712087
Policy instance 1
Insurance contract or identification numberGA-712087
Number of Individuals Covered93
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $9,562
Total amount of fees paid to insurance companyUSD $1,594
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees1594
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker organization code?5
Commission paid to Insurance BrokerUSD $9,562
Insurance broker nameMERRILL LYNCH LIFE AGENCY
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-712087
Policy instance 1
Insurance contract or identification numberGA-712087
Number of Individuals Covered98
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $7,997
Total amount of fees paid to insurance companyUSD $1,333
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees1333
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker organization code?5
Commission paid to Insurance BrokerUSD $7,997
Insurance broker nameMERRILL LYNCH LIFE AGENCY
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-712087
Policy instance 1
Insurance contract or identification numberGA-712087
Number of Individuals Covered81
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $6,994
Total amount of fees paid to insurance companyUSD $1,166
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees1166
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker organization code?5
Commission paid to Insurance BrokerUSD $6,994
Insurance broker nameMERRILL LYNCH LIFE AGENCY
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-712087
Policy instance 1
Insurance contract or identification numberGA-712087
Number of Individuals Covered91
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $6,774
Total amount of fees paid to insurance companyUSD $1,129
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-712087
Policy instance 1
Insurance contract or identification numberGA-712087
Number of Individuals Covered92
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $2,482
Total amount of fees paid to insurance companyUSD $1,019
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
Amount paid for insurance broker fees1019
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker organization code?5
Commission paid to Insurance BrokerUSD $2,482
Insurance broker nameMERRILL LYNCH LIFE AGENCY

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