HURWITZ-MINTZ FINEST FURNITURE STORE SOUTH, LLC has sponsored the creation of one or more 401k plans.
| Measure | Date | Value |
|---|
| 2025 : HURWITZ-MINTZ 401(K) PLAN 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-07-17 | 62768 |
| Net assets as of the end of the plan year | 2025-07-17 | 2751218 |
| Total assets as of the beginning of the plan year | 2025-07-17 | 2311001 |
| Value of plan covered by a fidelity bond | 2025-07-17 | 1000000 |
| Participant contributions to plan in this plan year | 2025-07-17 | 50089 |
| Value of participant loans at end of plan year | 2025-07-17 | 23550 |
| Other contributions to plan in this plan year | 2025-07-17 | 0 |
| Other income to plan in this plan year | 2025-07-17 | 452896 |
| Plan net income in this plan year | 2025-07-17 | 440217 |
| Net assets as of the end of the plan year | 2025-07-17 | 2751218 |
| Net assets as of the beginning of the plan year | 2025-07-17 | 2311001 |
| Employer contributions to plan in this plan year | 2025-07-17 | 0 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-07-17 | 1383 |
| 2024 : HURWITZ-MINTZ 401(K) PLAN 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-10-09 | 323761 |
| Net assets as of the end of the plan year | 2024-10-09 | 2311001 |
| Total assets as of the beginning of the plan year | 2024-10-09 | 2121473 |
| Value of plan covered by a fidelity bond | 2024-10-09 | 1000000 |
| Participant contributions to plan in this plan year | 2024-10-09 | 52020 |
| Value of participant loans at end of plan year | 2024-10-09 | 6772 |
| Other contributions to plan in this plan year | 2024-10-09 | 0 |
| Other income to plan in this plan year | 2024-10-09 | 461269 |
| Plan net income in this plan year | 2024-10-09 | 189528 |
| Net assets as of the end of the plan year | 2024-10-09 | 2311001 |
| Net assets as of the beginning of the plan year | 2024-10-09 | 2121473 |
| Employer contributions to plan in this plan year | 2024-10-09 | 0 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-10-09 | 930 |
| 2022 : HURWITZ-MINTZ 401(K) PLAN 2022 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2022-05-26 | 259528 |
| Net assets as of the end of the plan year | 2022-05-26 | 2805352 |
| Total assets as of the beginning of the plan year | 2022-05-26 | 2575200 |
| Value of plan covered by a fidelity bond | 2022-05-26 | 1000000 |
| Participant contributions to plan in this plan year | 2022-05-26 | 50149 |
| Value of participant loans at end of plan year | 2022-05-26 | 12930 |
| Other income to plan in this plan year | 2022-05-26 | 439531 |
| Plan net income in this plan year | 2022-05-26 | 230152 |
| Net assets as of the end of the plan year | 2022-05-26 | 2805352 |
| Net assets as of the beginning of the plan year | 2022-05-26 | 2575200 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-05-26 | 1083 |
| 2015 : HURWITZ-MINTZ 401(K) PLAN 2015 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
| Total income from all sources (including contributions) | 2015-12-31 | $66,220 |
| Total loss/gain on sale of assets | 2015-12-31 | $0 |
| Total of all expenses incurred | 2015-12-31 | $345,240 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $336,283 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $62,832 |
| Value of total assets at end of year | 2015-12-31 | $1,892,434 |
| Value of total assets at beginning of year | 2015-12-31 | $2,171,454 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $8,957 |
| Total interest from all sources | 2015-12-31 | $1,311 |
| 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 year | 2015-12-31 | No |
| Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
| Value of fidelity bond cover | 2015-12-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
| Contributions received from participants | 2015-12-31 | $62,832 |
| Participant contributions at end of year | 2015-12-31 | $29,259 |
| Participant contributions at beginning of year | 2015-12-31 | $48,571 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
| Value of net income/loss | 2015-12-31 | $-279,020 |
| Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $1,892,434 |
| Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $2,171,454 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
| Value of interest in pooled separate accounts at end of year | 2015-12-31 | $1,863,175 |
| Value of interest in pooled separate accounts at beginning of year | 2015-12-31 | $2,122,883 |
| Interest on participant loans | 2015-12-31 | $1,311 |
| Net investment gain/loss from pooled separate accounts | 2015-12-31 | $2,077 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $336,283 |
| Contract administrator fees | 2015-12-31 | $8,957 |
| Did the plan have assets held for investment | 2015-12-31 | 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 | 2015-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
| Accountancy firm name | 2015-12-31 | CARR, RIGGS, INGRAM, LLC |
| Accountancy firm EIN | 2015-12-31 | 721396621 |
| 2014 : HURWITZ-MINTZ 401(K) PLAN 2014 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
| Total income from all sources (including contributions) | 2014-12-31 | $261,444 |
| Total loss/gain on sale of assets | 2014-12-31 | $0 |
| Total of all expenses incurred | 2014-12-31 | $219,626 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $211,525 |
| Expenses. Certain deemed distributions of participant loans | 2014-12-31 | $324 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $73,060 |
| Value of total assets at end of year | 2014-12-31 | $2,171,454 |
| Value of total assets at beginning of year | 2014-12-31 | $2,129,636 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $7,777 |
| Total interest from all sources | 2014-12-31 | $1,713 |
| 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 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 | $1,000,000 |
| 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 | $73,060 |
| Participant contributions at end of year | 2014-12-31 | $48,571 |
| Participant contributions at beginning of year | 2014-12-31 | $44,390 |
| 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 | $41,818 |
| Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $2,171,454 |
| Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $2,129,636 |
| 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 pooled separate accounts at end of year | 2014-12-31 | $2,122,883 |
| Value of interest in pooled separate accounts at beginning of year | 2014-12-31 | $2,085,246 |
| Interest on participant loans | 2014-12-31 | $1,713 |
| Net investment gain/loss from pooled separate accounts | 2014-12-31 | $186,671 |
| 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 | No |
| Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $211,525 |
| Contract administrator fees | 2014-12-31 | $7,777 |
| 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 | CARR, RIGGS, INGRAM, LLC |
| Accountancy firm EIN | 2014-12-31 | 721396621 |
| 2013 : HURWITZ-MINTZ 401(K) PLAN 2013 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
| Total income from all sources (including contributions) | 2013-12-31 | $559,109 |
| Total loss/gain on sale of assets | 2013-12-31 | $0 |
| Total of all expenses incurred | 2013-12-31 | $266,614 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $259,232 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $92,830 |
| Value of total assets at end of year | 2013-12-31 | $2,129,636 |
| Value of total assets at beginning of year | 2013-12-31 | $1,837,141 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $7,382 |
| Total interest from all sources | 2013-12-31 | $2,352 |
| 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 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 | $1,000,000 |
| 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 | $73,559 |
| Participant contributions at end of year | 2013-12-31 | $44,390 |
| Participant contributions at beginning of year | 2013-12-31 | $42,014 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $19,271 |
| 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 | $292,495 |
| Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $2,129,636 |
| Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $1,837,141 |
| 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 |
| Value of interest in pooled separate accounts at end of year | 2013-12-31 | $2,085,246 |
| Value of interest in pooled separate accounts at beginning of year | 2013-12-31 | $1,795,127 |
| Interest on participant loans | 2013-12-31 | $2,352 |
| Net investment gain/loss from pooled separate accounts | 2013-12-31 | $463,927 |
| 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 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $259,232 |
| Contract administrator fees | 2013-12-31 | $7,382 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2013-12-31 | No |
| 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 | CARR, RIGGS & INGRAM, LLC |
| Accountancy firm EIN | 2013-12-31 | 721396621 |
| 2012 : HURWITZ-MINTZ 401(K) PLAN 2012 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
| Total income from all sources (including contributions) | 2012-12-31 | $311,713 |
| Total loss/gain on sale of assets | 2012-12-31 | $0 |
| Total of all expenses incurred | 2012-12-31 | $355,860 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $347,628 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $94,146 |
| Value of total assets at end of year | 2012-12-31 | $1,837,141 |
| Value of total assets at beginning of year | 2012-12-31 | $1,881,288 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $8,232 |
| Total interest from all sources | 2012-12-31 | $1,974 |
| 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 year | 2012-12-31 | No |
| Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
| Value of fidelity bond cover | 2012-12-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
| Contributions received from participants | 2012-12-31 | $94,146 |
| Participant contributions at end of year | 2012-12-31 | $42,014 |
| Participant contributions at beginning of year | 2012-12-31 | $49,502 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
| Value of net income/loss | 2012-12-31 | $-44,147 |
| Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $1,837,141 |
| Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $1,881,288 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
| Value of interest in pooled separate accounts at end of year | 2012-12-31 | $1,795,127 |
| Value of interest in pooled separate accounts at beginning of year | 2012-12-31 | $1,831,786 |
| Interest on participant loans | 2012-12-31 | $1,974 |
| Net investment gain/loss from pooled separate accounts | 2012-12-31 | $215,593 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $347,628 |
| Contract administrator fees | 2012-12-31 | $8,232 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2012-12-31 | No |
| Did the plan have assets held for investment | 2012-12-31 | 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 | 2012-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
| Accountancy firm name | 2012-12-31 | CARRS, RIGGS & INGRAM, LLC |
| Accountancy firm EIN | 2012-12-31 | 721396621 |
| 2011 : HURWITZ-MINTZ 401(K) PLAN 2011 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
| Total income from all sources (including contributions) | 2011-12-31 | $109,817 |
| Total loss/gain on sale of assets | 2011-12-31 | $0 |
| Total of all expenses incurred | 2011-12-31 | $140,672 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $130,239 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $119,161 |
| Value of total assets at end of year | 2011-12-31 | $1,881,288 |
| Value of total assets at beginning of year | 2011-12-31 | $1,912,143 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $10,433 |
| Total interest from all sources | 2011-12-31 | $-2,638 |
| 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 year | 2011-12-31 | No |
| Administrative expenses professional fees incurred | 2011-12-31 | $6,021 |
| Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
| Value of fidelity bond cover | 2011-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
| Contributions received from participants | 2011-12-31 | $119,161 |
| Participant contributions at end of year | 2011-12-31 | $49,502 |
| Participant contributions at beginning of year | 2011-12-31 | $58,845 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
| Value of net income/loss | 2011-12-31 | $-30,855 |
| Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $1,881,288 |
| Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $1,912,143 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
| Value of interest in pooled separate accounts at end of year | 2011-12-31 | $1,831,786 |
| Value of interest in pooled separate accounts at beginning of year | 2011-12-31 | $1,853,298 |
| Interest on participant loans | 2011-12-31 | $-2,638 |
| Net investment gain/loss from pooled separate accounts | 2011-12-31 | $-6,706 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $130,239 |
| Contract administrator fees | 2011-12-31 | $4,412 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2011-12-31 | No |
| Did the plan have assets held for investment | 2011-12-31 | 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 | 2011-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
| Accountancy firm name | 2011-12-31 | CARRS, RIGGS & INGRAM, LLC |
| Accountancy firm EIN | 2011-12-31 | 721396621 |
| 2010 : HURWITZ-MINTZ 401(K) PLAN 2010 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
| Total income from all sources (including contributions) | 2010-12-31 | $351,663 |
| Total loss/gain on sale of assets | 2010-12-31 | $0 |
| Total of all expenses incurred | 2010-12-31 | $263,013 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $242,635 |
| Expenses. Certain deemed distributions of participant loans | 2010-12-31 | $8,015 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $154,703 |
| Value of total assets at end of year | 2010-12-31 | $1,912,143 |
| Value of total assets at beginning of year | 2010-12-31 | $1,823,493 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $12,363 |
| Total interest from all sources | 2010-12-31 | $3,011 |
| 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 year | 2010-12-31 | No |
| Administrative expenses professional fees incurred | 2010-12-31 | $6,537 |
| Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
| Value of fidelity bond cover | 2010-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
| Contributions received from participants | 2010-12-31 | $154,703 |
| Participant contributions at end of year | 2010-12-31 | $58,845 |
| Participant contributions at beginning of year | 2010-12-31 | $55,053 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
| Value of net income/loss | 2010-12-31 | $88,650 |
| Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $1,912,143 |
| Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $1,823,493 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
| Value of interest in pooled separate accounts at end of year | 2010-12-31 | $1,853,298 |
| Value of interest in pooled separate accounts at beginning of year | 2010-12-31 | $1,768,440 |
| Interest on participant loans | 2010-12-31 | $3,011 |
| Net investment gain/loss from pooled separate accounts | 2010-12-31 | $193,949 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $242,635 |
| Contract administrator fees | 2010-12-31 | $5,826 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2010-12-31 | No |
| Did the plan have assets held for investment | 2010-12-31 | 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 | 2010-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
| Accountancy firm name | 2010-12-31 | REBOWE & CO |
| Accountancy firm EIN | 2010-12-31 | 720843795 |
| 2009 : HURWITZ-MINTZ 401(K) PLAN 2009 401k financial data |
|---|
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |