401k Plan data: HURST REVIEW SERVICES, INC. 401(K) PLAN plan

HURST REVIEW SERVICES, INC. 401(K) PLAN 401k Plan overview

Plan Name	HURST REVIEW SERVICES, INC. 401(K) PLAN
Plan identification number	001

HURST REVIEW SERVICES, INC. 401(K) PLAN Benefits

401k Plan Type

Defined 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.
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

HURST REVIEW SERVICES, INC. has sponsored the creation of one or more 401k plans.

Company Name: HURST REVIEW SERVICES, INC.

Employer identification number (EIN): 640921566

NAIC Classification: 611000

Additional information about HURST REVIEW SERVICES, INC.

Jurisdiction of Incorporation: Texas Secretary of State

Incorporation Date: 2009-10-07

Company Identification Number: 0801180054

Legal Registered Office Address: 127 S RAILROAD AVE

BROOKHAVEN
United States of America (USA)
39601

More information about HURST REVIEW SERVICES, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HURST REVIEW SERVICES, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2014-01-01 PATRICK LOWERY PATRICK LOWERY 2015-10-15
001 2013-01-01 PATRICK LOWERY PATRICK LOWERY 2014-10-15
001 2012-01-01 PATRICK LOWERY 2013-10-03 PATRICK LOWERY 2013-10-03
001 2011-01-01 PATRICK LOWERY 2012-09-05 PATRICK LOWERY 2012-09-05
001 2010-01-01 PAUL JOHNSON 2011-07-26 PAUL JOHNSON 2011-07-26

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2014-01-01	PATRICK LOWERY		PATRICK LOWERY	2015-10-15
001	2013-01-01	PATRICK LOWERY		PATRICK LOWERY	2014-10-15
001	2012-01-01	PATRICK LOWERY	2013-10-03	PATRICK LOWERY	2013-10-03
001	2011-01-01	PATRICK LOWERY	2012-09-05	PATRICK LOWERY	2012-09-05
001	2010-01-01	PAUL JOHNSON	2011-07-26	PAUL JOHNSON	2011-07-26

Plan Statistics for HURST REVIEW SERVICES, INC. 401(K) PLAN

401k plan membership statisitcs for HURST REVIEW SERVICES, INC. 401(K) PLAN

Measure Date Value
2014: HURST REVIEW SERVICES, INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 177
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 135
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 41
Total of all active and inactive participants 2014-01-01 176
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 176
Number of participants with account balances 2014-01-01 173
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: HURST REVIEW SERVICES, INC. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 151
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 145
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 21
Total of all active and inactive participants 2013-01-01 166
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 166
Number of participants with account balances 2013-01-01 164
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0

Measure	Date	Value
2014: HURST REVIEW SERVICES, INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	177
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	135
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	41
Total of all active and inactive participants	2014-01-01	176
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	176
Number of participants with account balances	2014-01-01	173
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: HURST REVIEW SERVICES, INC. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	151
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	145
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	21
Total of all active and inactive participants	2013-01-01	166
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	166
Number of participants with account balances	2013-01-01	164
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0

Financial Data on HURST REVIEW SERVICES, INC. 401(K) PLAN

Measure	Date	Value
2014 : HURST REVIEW SERVICES, INC. 401(K) PLAN 2014 401k financial data
Total income from all sources (including contributions)	2014-12-31	$331,808
Total of all expenses incurred	2014-12-31	$10,488
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$320
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$312,214
Value of total assets at end of year	2014-12-31	$941,932
Value of total assets at beginning of year	2014-12-31	$620,612
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$10,168
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$225,248
Participant contributions at end of year	2014-12-31	$16,628
Participant contributions at beginning of year	2014-12-31	$7,613
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$321,320
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$941,932
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$620,612
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$825,366
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$465,358
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$19,594
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$86,966
Employer contributions (assets) at end of year	2014-12-31	$99,938
Employer contributions (assets) at beginning of year	2014-12-31	$147,641
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$320
Contract administrator fees	2014-12-31	$10,168
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	HADDOX REID EUBANK BETTS PLLC
Accountancy firm EIN	2014-12-31	640414329
2013 : HURST REVIEW SERVICES, INC. 401(K) PLAN 2013 401k financial data
Total income from all sources (including contributions)	2013-12-31	$328,442
Total of all expenses incurred	2013-12-31	$43,967
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$33,132
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$294,179
Value of total assets at end of year	2013-12-31	$620,612
Value of total assets at beginning of year	2013-12-31	$336,137
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$10,835
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$500,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$146,538
Participant contributions at end of year	2013-12-31	$7,613
Participant contributions at beginning of year	2013-12-31	$13,148
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$284,475
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$620,612
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$336,137
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Investment advisory and management fees	2013-12-31	$3,756
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$465,358
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$250,829
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$34,263
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$147,641
Employer contributions (assets) at end of year	2013-12-31	$147,641
Employer contributions (assets) at beginning of year	2013-12-31	$72,160
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$33,132
Contract administrator fees	2013-12-31	$7,079
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	HADDOX REID EUBANK BETTS PLLC
Accountancy firm EIN	2013-12-31	640414329

Form 5500 Responses for HURST REVIEW SERVICES, INC. 401(K) PLAN

2014: HURST REVIEW SERVICES, INC. 401(K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: HURST REVIEW SERVICES, INC. 401(K) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

HURST REVIEW SERVICES, INC. 401(K) PLAN [EIN = 640921506]

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Company Name:	HURST REVIEW SERVICES, INC.
Employer identification number (EIN):	640921566
NAIC Classification:	611000

Jurisdiction of Incorporation:	Texas Secretary of State
Incorporation Date:	2009-10-07
Company Identification Number:	0801180054
Legal Registered Office Address:	127 S RAILROAD AVE BROOKHAVEN United States of America (USA) 39601