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HR BETTY 401(K) PLAN 401k Plan overview

Plan NameHR BETTY 401(K) PLAN
Plan identification number 001

HR BETTY 401(K) 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

HR BETTY, INC. has sponsored the creation of one or more 401k plans.

Company Name:HR BETTY, INC.
Employer identification number (EIN):860561657
NAIC Classification:561300

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HR BETTY 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012015-01-01NICK SMITH2016-10-17
0012011-01-01TRACY COPE2012-10-09
0012010-01-01NICK SMITH2011-10-12

Financial Data on HR BETTY 401(K) PLAN

Measure Date Value
2012 : HR BETTY 401(K) 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$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$497,505
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$95,076
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$83,809
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$421,993
Value of total assets at end of year2012-12-31$960,626
Value of total assets at beginning of year2012-12-31$558,197
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$11,267
Total interest from all sources2012-12-31$3,217
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 bond2012-12-31No
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$235,048
Participant contributions at end of year2012-12-31$73,444
Participant contributions at beginning of year2012-12-31$87,861
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$69,680
Other income not declared elsewhere2012-12-31$848
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$402,429
Value of net assets at end of year (total assets less liabilities)2012-12-31$960,626
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$558,197
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 pooled separate accounts at end of year2012-12-31$839,476
Value of interest in pooled separate accounts at beginning of year2012-12-31$460,184
Interest on participant loans2012-12-31$3,217
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$47,706
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$10,152
Net investment gain/loss from pooled separate accounts2012-12-31$71,447
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$117,265
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$83,809
Contract administrator fees2012-12-31$11,267
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

Insurance Providers Used on plan

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number932177
Policy instance 1
Insurance contract or identification number932177
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $4,923
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No

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