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HOPE ENTERPRISE CORPORATION, INC. 401(K) SAVINGS PLAN 401k Plan overview

Plan NameHOPE ENTERPRISE CORPORATION, INC. 401(K) SAVINGS PLAN
Plan identification number 001

HOPE ENTERPRISE CORPORATION, INC. 401(K) SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

HOPE ENTERPRISE CORPORATION has sponsored the creation of one or more 401k plans.

Company Name:HOPE ENTERPRISE CORPORATION
Employer identification number (EIN):640851798
NAIC Classification:522190
NAIC Description:Other Depository Credit Intermediation

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HOPE ENTERPRISE CORPORATION, INC. 401(K) SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01ELIABETH SUTTON HOLCOMB2023-10-05 ELIZABETH SUTTON HOLCOMB2023-10-05
0012021-01-01KIMBERLA LITTLE2022-10-10 KIMBERLA LITTLE2022-10-10
0012020-01-01ALAN BRANSON2021-10-06 ALAN BRANSON2021-10-06
0012019-01-01MITCHELL WILBANKS2020-10-13 MITCHELL WILBANKS2020-10-13
0012019-01-01MITCHELL WILBANKS2020-10-12 MITCHELL WILBANKS2020-10-12
0012018-01-01MITCHELL WILBANKS2019-10-13 MITCHELL WILBANKS2019-10-13
0012017-01-01
0012016-01-01
0012015-01-01RICHARD CAMPBELL
0012014-01-01RICHARD CAMPBELL
0012013-01-01RICHARD CAMPBELL RICHARD CAMPBELL2014-10-07
0012012-01-01RICHARD CAMPBELL RICHARD CAMPBELL2013-09-27
0012011-01-01RICHARD CAMPBELL RICHARD CAMPBELL2012-08-17
0012009-01-01RICHARD CAMPBELL RICHARD CAMPBELL2010-10-15

Plan Statistics for HOPE ENTERPRISE CORPORATION, INC. 401(K) SAVINGS PLAN

401k plan membership statisitcs for HOPE ENTERPRISE CORPORATION, INC. 401(K) SAVINGS PLAN

Measure Date Value
2022: HOPE ENTERPRISE CORPORATION, INC. 401(K) SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01301
Total number of active participants reported on line 7a of the Form 55002022-01-01232
Number of retired or separated participants receiving benefits2022-01-0119
Number of other retired or separated participants entitled to future benefits2022-01-0182
Total of all active and inactive participants2022-01-01333
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01333
Number of participants with account balances2022-01-01333
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-01318
2021: HOPE ENTERPRISE CORPORATION, INC. 401(K) SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01261
Total number of active participants reported on line 7a of the Form 55002021-01-01191
Number of retired or separated participants receiving benefits2021-01-0127
Number of other retired or separated participants entitled to future benefits2021-01-0160
Total of all active and inactive participants2021-01-01278
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01278
Number of participants with account balances2021-01-01260
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: HOPE ENTERPRISE CORPORATION, INC. 401(K) SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01277
Total number of active participants reported on line 7a of the Form 55002020-01-01196
Number of retired or separated participants receiving benefits2020-01-0111
Number of other retired or separated participants entitled to future benefits2020-01-0145
Total of all active and inactive participants2020-01-01252
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01252
Number of participants with account balances2020-01-01210
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: HOPE ENTERPRISE CORPORATION, INC. 401(K) SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01655
Total number of active participants reported on line 7a of the Form 55002019-01-01446
Number of retired or separated participants receiving benefits2019-01-0113
Number of other retired or separated participants entitled to future benefits2019-01-01196
Total of all active and inactive participants2019-01-01655
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01655
Number of participants with account balances2019-01-01613
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0133
2018: HOPE ENTERPRISE CORPORATION, INC. 401(K) SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01238
Total number of active participants reported on line 7a of the Form 55002018-01-01243
Number of retired or separated participants receiving benefits2018-01-011
Number of other retired or separated participants entitled to future benefits2018-01-0123
Total of all active and inactive participants2018-01-01267
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01267
Number of participants with account balances2018-01-01202
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: HOPE ENTERPRISE CORPORATION, INC. 401(K) SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01209
Total number of active participants reported on line 7a of the Form 55002017-01-01221
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 participants2017-01-01247
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-01248
Number of participants with account balances2017-01-01195
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: HOPE ENTERPRISE CORPORATION, INC. 401(K) SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01183
Total number of active participants reported on line 7a of the Form 55002016-01-01183
Number of retired or separated participants receiving benefits2016-01-011
Number of other retired or separated participants entitled to future benefits2016-01-0127
Total of all active and inactive participants2016-01-01211
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01211
Number of participants with account balances2016-01-01167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: HOPE ENTERPRISE CORPORATION, INC. 401(K) SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01175
Total number of active participants reported on line 7a of the Form 55002015-01-01144
Number of retired or separated participants receiving benefits2015-01-015
Number of other retired or separated participants entitled to future benefits2015-01-0124
Total of all active and inactive participants2015-01-01173
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01173
Number of participants with account balances2015-01-01140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: HOPE ENTERPRISE CORPORATION, INC. 401(K) SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01172
Total number of active participants reported on line 7a of the Form 55002014-01-01143
Number of retired or separated participants receiving benefits2014-01-012
Number of other retired or separated participants entitled to future benefits2014-01-0123
Total of all active and inactive participants2014-01-01168
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01168
Number of participants with account balances2014-01-01136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: HOPE ENTERPRISE CORPORATION, INC. 401(K) SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01167
Total number of active participants reported on line 7a of the Form 55002013-01-01138
Number of retired or separated participants receiving benefits2013-01-013
Number of other retired or separated participants entitled to future benefits2013-01-0125
Total of all active and inactive participants2013-01-01166
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01166
Number of participants with account balances2013-01-01136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-015
2012: HOPE ENTERPRISE CORPORATION, INC. 401(K) SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01168
Total number of active participants reported on line 7a of the Form 55002012-01-01137
Number of retired or separated participants receiving benefits2012-01-013
Number of other retired or separated participants entitled to future benefits2012-01-0124
Total of all active and inactive participants2012-01-01164
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01164
Number of participants with account balances2012-01-01136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-011
2011: HOPE ENTERPRISE CORPORATION, INC. 401(K) SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01163
Total number of active participants reported on line 7a of the Form 55002011-01-01140
Number of retired or separated participants receiving benefits2011-01-011
Number of other retired or separated participants entitled to future benefits2011-01-0122
Total of all active and inactive participants2011-01-01163
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01163
Number of participants with account balances2011-01-01129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-011
2009: HOPE ENTERPRISE CORPORATION, INC. 401(K) SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01200
Total number of active participants reported on line 7a of the Form 55002009-01-01142
Number of retired or separated participants receiving benefits2009-01-012
Number of other retired or separated participants entitled to future benefits2009-01-0136
Total of all active and inactive participants2009-01-01180
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01180
Number of participants with account balances2009-01-01151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-017

Financial Data on HOPE ENTERPRISE CORPORATION, INC. 401(K) SAVINGS PLAN

Measure Date Value
2022 : HOPE ENTERPRISE CORPORATION, INC. 401(K) SAVINGS 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$0
Total income from all sources (including contributions)2022-12-31$-614,773
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$421,701
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$413,658
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,148,740
Value of total assets at end of year2022-12-31$8,981,023
Value of total assets at beginning of year2022-12-31$10,017,497
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$8,043
Total interest from all sources2022-12-31$11,942
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$408,816
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$408,816
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$595,988
Participant contributions at end of year2022-12-31$246,640
Participant contributions at beginning of year2022-12-31$166,712
Participant contributions at beginning of year2022-12-31$2,071
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$250,663
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,036,474
Value of net assets at end of year (total assets less liabilities)2022-12-31$8,981,023
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$10,017,497
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$8,264,332
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$9,411,759
Interest on participant loans2022-12-31$11,936
Value of interest in common/collective trusts at end of year2022-12-31$466,415
Value of interest in common/collective trusts at beginning of year2022-12-31$403,064
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$3,170
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$6
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-2,184,271
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$302,089
Employer contributions (assets) at end of year2022-12-31$466
Employer contributions (assets) at beginning of year2022-12-31$33,891
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$413,658
Contract administrator fees2022-12-31$8,043
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 name2022-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2022-12-31410745749
2021 : HOPE ENTERPRISE CORPORATION, INC. 401(K) SAVINGS 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$2,355,415
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$2,444,606
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$2,441,916
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$872,183
Value of total assets at end of year2021-12-31$10,017,497
Value of total assets at beginning of year2021-12-31$10,106,688
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$2,690
Total interest from all sources2021-12-31$11,374
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$899,820
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$899,820
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$507,066
Participant contributions at end of year2021-12-31$166,712
Participant contributions at beginning of year2021-12-31$235,672
Participant contributions at end of year2021-12-31$2,071
Participant contributions at beginning of year2021-12-31$747
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$53,063
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$0
Total non interest bearing cash at beginning of year2021-12-31$1,280
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-89,191
Value of net assets at end of year (total assets less liabilities)2021-12-31$10,017,497
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$10,106,688
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$9,411,759
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$9,019,712
Income. Interest from loans (other than to participants)2021-12-31$11,374
Value of interest in common/collective trusts at end of year2021-12-31$403,064
Value of interest in common/collective trusts at beginning of year2021-12-31$843,092
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$572,038
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$312,054
Employer contributions (assets) at end of year2021-12-31$33,891
Employer contributions (assets) at beginning of year2021-12-31$6,185
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$2,441,916
Contract administrator fees2021-12-31$2,690
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 name2021-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2021-12-31410745749
2020 : HOPE ENTERPRISE CORPORATION, INC. 401(K) SAVINGS 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$29,520
Total income from all sources (including contributions)2020-12-31$2,075,546
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$373,616
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$370,854
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$793,638
Value of total assets at end of year2020-12-31$10,106,688
Value of total assets at beginning of year2020-12-31$8,434,278
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$2,762
Total interest from all sources2020-12-31$0
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$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$500,528
Participant contributions at end of year2020-12-31$235,672
Participant contributions at beginning of year2020-12-31$266,887
Participant contributions at end of year2020-12-31$747
Participant contributions at beginning of year2020-12-31$17,861
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$9,001
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$29,520
Total non interest bearing cash at end of year2020-12-31$1,280
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$1,701,930
Value of net assets at end of year (total assets less liabilities)2020-12-31$10,106,688
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$8,404,758
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$9,019,712
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$7,637,522
Value of interest in common/collective trusts at end of year2020-12-31$843,092
Value of interest in common/collective trusts at beginning of year2020-12-31$499,588
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$1,270
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$1,270
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,281,908
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$284,109
Employer contributions (assets) at end of year2020-12-31$6,185
Employer contributions (assets) at beginning of year2020-12-31$11,150
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$370,854
Contract administrator fees2020-12-31$2,762
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 name2020-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2020-12-31410745749
2019 : HOPE ENTERPRISE CORPORATION, INC. 401(K) SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$29,520
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$29,520
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$2,338
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$2,338
Total income from all sources (including contributions)2019-12-31$2,324,957
Total income from all sources (including contributions)2019-12-31$2,324,957
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$715,468
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$709,308
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$709,308
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$749,821
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$749,821
Value of total assets at end of year2019-12-31$8,434,278
Value of total assets at end of year2019-12-31$8,434,278
Value of total assets at beginning of year2019-12-31$6,797,607
Value of total assets at beginning of year2019-12-31$6,797,607
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$6,160
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$6,160
Total interest from all sources2019-12-31$16,148
Total interest from all sources2019-12-31$16,148
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$470,565
Contributions received from participants2019-12-31$470,565
Participant contributions at end of year2019-12-31$266,887
Participant contributions at end of year2019-12-31$266,887
Participant contributions at beginning of year2019-12-31$172,684
Participant contributions at beginning of year2019-12-31$172,684
Participant contributions at end of year2019-12-31$17,861
Participant contributions at end of year2019-12-31$17,861
Participant contributions at beginning of year2019-12-31$68
Participant contributions at beginning of year2019-12-31$68
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$28,634
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$28,634
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$29,520
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$29,520
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$2,338
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$2,338
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$1,609,489
Value of net income/loss2019-12-31$1,609,489
Value of net assets at end of year (total assets less liabilities)2019-12-31$8,404,758
Value of net assets at end of year (total assets less liabilities)2019-12-31$8,404,758
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$6,795,269
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$6,795,269
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$7,637,522
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$7,637,522
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$6,190,009
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$6,190,009
Interest on participant loans2019-12-31$16,000
Interest on participant loans2019-12-31$16,000
Value of interest in common/collective trusts at end of year2019-12-31$499,588
Value of interest in common/collective trusts at end of year2019-12-31$499,588
Value of interest in common/collective trusts at beginning of year2019-12-31$428,271
Value of interest in common/collective trusts at beginning of year2019-12-31$428,271
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$1,270
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$1,270
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$3,704
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$3,704
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$3,704
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$3,704
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$148
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$148
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,558,988
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,558,988
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$250,622
Contributions received in cash from employer2019-12-31$250,622
Employer contributions (assets) at end of year2019-12-31$11,150
Employer contributions (assets) at end of year2019-12-31$11,150
Employer contributions (assets) at beginning of year2019-12-31$2,871
Employer contributions (assets) at beginning of year2019-12-31$2,871
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$709,308
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$709,308
Contract administrator fees2019-12-31$6,160
Contract administrator fees2019-12-31$6,160
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31CLIFTONLARSONALLEN LLP
Accountancy firm name2019-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2019-12-31410746749
Accountancy firm EIN2019-12-31410746749
2018 : HOPE ENTERPRISE CORPORATION, INC. 401(K) SAVINGS PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$2,338
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$975
Total income from all sources (including contributions)2018-12-31$374,949
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$984,654
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$979,419
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$701,640
Value of total assets at end of year2018-12-31$6,797,607
Value of total assets at beginning of year2018-12-31$7,405,949
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$5,235
Total interest from all sources2018-12-31$9,590
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$2,000,000
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$410,082
Participant contributions at end of year2018-12-31$172,684
Participant contributions at beginning of year2018-12-31$139,971
Participant contributions at end of year2018-12-31$68
Participant contributions at beginning of year2018-12-31$14,236
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$55,005
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$2,338
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$975
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-609,705
Value of net assets at end of year (total assets less liabilities)2018-12-31$6,795,269
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$7,404,974
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$6,190,009
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$6,833,055
Income. Interest from loans (other than to participants)2018-12-31$9,213
Value of interest in common/collective trusts at end of year2018-12-31$428,271
Value of interest in common/collective trusts at beginning of year2018-12-31$408,625
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$3,704
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$381
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$381
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$377
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-336,281
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$236,553
Employer contributions (assets) at end of year2018-12-31$2,871
Employer contributions (assets) at beginning of year2018-12-31$9,681
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$979,419
Contract administrator fees2018-12-31$5,235
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)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31MATTHEWS CUTRER & LINDSAY, PA
Accountancy firm EIN2018-12-31640897081
2017 : HOPE ENTERPRISE CORPORATION, INC. 401(K) SAVINGS PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$118,481
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$975
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$2,523
Total income from all sources (including contributions)2017-12-31$1,647,713
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$405,843
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$402,308
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$609,723
Value of total assets at end of year2017-12-31$7,405,949
Value of total assets at beginning of year2017-12-31$6,047,146
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$3,535
Total interest from all sources2017-12-31$5,907
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$2,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$399,610
Participant contributions at end of year2017-12-31$139,971
Participant contributions at beginning of year2017-12-31$112,951
Participant contributions at end of year2017-12-31$14,236
Participant contributions at beginning of year2017-12-31$46
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$1,942
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$975
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$2,523
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,241,870
Value of net assets at end of year (total assets less liabilities)2017-12-31$7,404,974
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$6,044,623
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$6,833,055
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$5,656,316
Income. Interest from loans (other than to participants)2017-12-31$5,834
Value of interest in common/collective trusts at end of year2017-12-31$408,625
Value of interest in common/collective trusts at beginning of year2017-12-31$273,207
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$381
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$2,523
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$2,523
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$73
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,032,083
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$208,171
Employer contributions (assets) at end of year2017-12-31$9,681
Employer contributions (assets) at beginning of year2017-12-31$2,103
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$402,308
Contract administrator fees2017-12-31$3,535
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)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31CARR RIGGGS & INGRAM
Accountancy firm EIN2017-12-31721396621
2016 : HOPE ENTERPRISE CORPORATION, INC. 401(K) SAVINGS PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$2,523
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$2,410
Total income from all sources (including contributions)2016-12-31$959,167
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$97,022
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$94,517
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$592,500
Value of total assets at end of year2016-12-31$6,047,146
Value of total assets at beginning of year2016-12-31$5,184,888
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$2,505
Total interest from all sources2016-12-31$7,407
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$2,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$370,280
Participant contributions at end of year2016-12-31$112,951
Participant contributions at beginning of year2016-12-31$125,451
Participant contributions at end of year2016-12-31$46
Participant contributions at beginning of year2016-12-31$11,121
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$28,411
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$2,523
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$2,410
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$862,145
Value of net assets at end of year (total assets less liabilities)2016-12-31$6,044,623
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$5,182,478
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$5,656,316
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$4,751,288
Interest on participant loans2016-12-31$7,397
Value of interest in common/collective trusts at end of year2016-12-31$273,207
Value of interest in common/collective trusts at beginning of year2016-12-31$287,713
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$2,523
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$2,410
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$2,410
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$10
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$359,260
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$193,809
Employer contributions (assets) at end of year2016-12-31$2,103
Employer contributions (assets) at beginning of year2016-12-31$6,905
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$94,517
Contract administrator fees2016-12-31$2,505
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)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31CARR RIGGS & INGRAM
Accountancy firm EIN2016-12-31721396621
2015 : HOPE ENTERPRISE CORPORATION, INC. 401(K) SAVINGS PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$2,410
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$2,445
Total income from all sources (including contributions)2015-12-31$749,751
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$220,318
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$217,583
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$771,079
Value of total assets at end of year2015-12-31$5,184,888
Value of total assets at beginning of year2015-12-31$4,655,490
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$2,735
Total interest from all sources2015-12-31$6,846
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$2,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$350,108
Participant contributions at end of year2015-12-31$125,451
Participant contributions at beginning of year2015-12-31$104,756
Participant contributions at end of year2015-12-31$11,121
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$243,341
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$2,410
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$2,445
Administrative expenses (other) incurred2015-12-31$2,735
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$529,433
Value of net assets at end of year (total assets less liabilities)2015-12-31$5,182,478
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$4,653,045
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$4,751,288
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$4,266,469
Income. Interest from loans (other than to participants)2015-12-31$6,845
Value of interest in common/collective trusts at end of year2015-12-31$287,713
Value of interest in common/collective trusts at beginning of year2015-12-31$281,820
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$2,410
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$2,445
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$2,445
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$1
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-30,588
Net investment gain or loss from common/collective trusts2015-12-31$2,414
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$177,630
Employer contributions (assets) at end of year2015-12-31$6,905
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$217,583
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)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31CARL RIGGS & INGRAM
Accountancy firm EIN2015-12-31721396621
2014 : HOPE ENTERPRISE CORPORATION, INC. 401(K) SAVINGS PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$2,445
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$9,919
Total income from all sources (including contributions)2014-12-31$781,808
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$658,878
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$648,627
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$477,941
Value of total assets at end of year2014-12-31$4,655,490
Value of total assets at beginning of year2014-12-31$4,540,034
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$10,251
Total interest from all sources2014-12-31$6,107
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$7,516
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$2,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$318,941
Participant contributions at end of year2014-12-31$104,756
Participant contributions at beginning of year2014-12-31$111,462
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$2,445
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$9,919
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$122,930
Value of net assets at end of year (total assets less liabilities)2014-12-31$4,653,045
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$4,530,115
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$4,266,469
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$4,143,294
Interest on participant loans2014-12-31$6,105
Value of interest in common/collective trusts at end of year2014-12-31$281,820
Value of interest in common/collective trusts at beginning of year2014-12-31$275,359
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$2,445
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$9,919
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$9,919
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$2
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$296,374
Net investment gain or loss from common/collective trusts2014-12-31$1,386
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$159,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$648,627
Contract administrator fees2014-12-31$2,735
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)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31CARR RIGGS & INGRAM
Accountancy firm EIN2014-12-31721396621
2013 : HOPE ENTERPRISE CORPORATION, INC. 401(K) SAVINGS PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$9,919
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$7,682
Total income from all sources (including contributions)2013-12-31$1,165,937
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$188,720
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$185,985
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$480,849
Value of total assets at end of year2013-12-31$4,540,034
Value of total assets at beginning of year2013-12-31$3,560,580
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$2,735
Total interest from all sources2013-12-31$5,112
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$2,000,000
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$323,123
Participant contributions at end of year2013-12-31$111,462
Participant contributions at beginning of year2013-12-31$85,675
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$4,698
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$192
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$9,919
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$7,682
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$977,217
Value of net assets at end of year (total assets less liabilities)2013-12-31$4,530,115
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$3,552,898
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$4,143,294
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$3,231,089
Interest on participant loans2013-12-31$5,110
Value of interest in common/collective trusts at end of year2013-12-31$275,359
Value of interest in common/collective trusts at beginning of year2013-12-31$214,979
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$9,919
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$28,645
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$28,645
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$2
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$678,553
Net investment gain or loss from common/collective trusts2013-12-31$1,423
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$153,028
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$185,985
Contract administrator fees2013-12-31$2,735
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)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31CARR RIGGS & INGRAM
Accountancy firm EIN2013-12-31721396621
2012 : HOPE ENTERPRISE CORPORATION, INC. 401(K) SAVINGS PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$7,682
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$7,254
Total income from all sources (including contributions)2012-12-31$801,464
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$105,095
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$98,153
Value of total corrective distributions2012-12-31$4,254
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$443,479
Value of total assets at end of year2012-12-31$3,560,580
Value of total assets at beginning of year2012-12-31$2,863,783
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$2,688
Total interest from all sources2012-12-31$706
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$2,000,000
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$302,917
Participant contributions at end of year2012-12-31$85,675
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$192
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$7,682
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$7,254
Administrative expenses (other) incurred2012-12-31$543
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$696,369
Value of net assets at end of year (total assets less liabilities)2012-12-31$3,552,898
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$2,856,529
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$3,231,089
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$2,636,858
Interest on participant loans2012-12-31$704
Value of interest in common/collective trusts at end of year2012-12-31$214,979
Value of interest in common/collective trusts at beginning of year2012-12-31$219,880
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$28,645
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$7,045
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$7,045
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$2
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$355,386
Net investment gain or loss from common/collective trusts2012-12-31$1,893
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$140,562
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$98,153
Contract administrator fees2012-12-31$2,145
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)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31CARR, RIGGS & INGRAM
Accountancy firm EIN2012-12-31721396621
2011 : HOPE ENTERPRISE CORPORATION, INC. 401(K) SAVINGS PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$7,254
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$8,210
Total income from all sources (including contributions)2011-12-31$390,931
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$176,455
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$176,193
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$433,521
Value of total assets at end of year2011-12-31$2,863,783
Value of total assets at beginning of year2011-12-31$2,650,263
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$262
Total interest from all sources2011-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$2,000,000
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$260,913
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$50,087
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$7,254
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$6,747
Administrative expenses (other) incurred2011-12-31$262
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$214,476
Value of net assets at end of year (total assets less liabilities)2011-12-31$2,856,529
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$2,642,053
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$2,636,858
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$2,289,685
Value of interest in common/collective trusts at end of year2011-12-31$219,880
Value of interest in common/collective trusts at beginning of year2011-12-31$352,368
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$7,045
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$8,210
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$8,210
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-47,505
Net investment gain or loss from common/collective trusts2011-12-31$4,915
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$122,521
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$176,193
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$1,463
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)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31CARR RIGGS & INGRAM
Accountancy firm EIN2011-12-31721396621
2010 : HOPE ENTERPRISE CORPORATION, INC. 401(K) SAVINGS PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$8,210
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$18,329
Total income from all sources (including contributions)2010-12-31$538,947
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$235,546
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$232,946
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$237,021
Value of total assets at end of year2010-12-31$2,650,263
Value of total assets at beginning of year2010-12-31$2,356,981
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$2,600
Total interest from all sources2010-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$2,000,000
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$224,345
Participant contributions at beginning of year2010-12-31$10,978
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$12,676
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$6,747
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$18,329
Administrative expenses (other) incurred2010-12-31$2,600
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$303,401
Value of net assets at end of year (total assets less liabilities)2010-12-31$2,642,053
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$2,338,652
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$2,289,685
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$2,054,886
Value of interest in common/collective trusts at end of year2010-12-31$352,368
Value of interest in common/collective trusts at beginning of year2010-12-31$272,788
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$8,210
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$18,329
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$18,329
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$296,240
Net investment gain or loss from common/collective trusts2010-12-31$5,686
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$232,946
Liabilities. Value of benefit claims payable at end of year2010-12-31$1,463
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)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31CARR RIGGS & INGRAM
Accountancy firm EIN2010-12-31721396621

Form 5500 Responses for HOPE ENTERPRISE CORPORATION, INC. 401(K) SAVINGS PLAN

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

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