401k Plan data: H&R INVESTMENTS, INC. 401(K) PROFIT SHARING PLAN plan

H&R INVESTMENTS, INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	H&R INVESTMENTS, INC. 401(K) PROFIT SHARING PLAN
Plan identification number	001

H&R INVESTMENTS, INC. 401(K) PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
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.
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

H&R INVESTMENTS TRI-STAR DISTRIBUTING has sponsored the creation of one or more 401k plans.

Company Name: H&R INVESTMENTS TRI-STAR DISTRIBUTING

Employer identification number (EIN): 920092628

NAIC Classification: 424400

Form 5500 Filing Information

Submission information for form 5500 for 401k plan H&R INVESTMENTS, INC. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2016-01-01
001 2015-01-01
001 2014-01-01
001 2013-01-01
001 2012-01-01 LARRY RANNALS 2013-04-18 LARRY RANNALS 2013-04-18
001 2011-01-01 LARRY RANNALS 2012-04-19 LARRY RANNALS 2012-04-19
001 2009-01-01 LARRY F RANNALS LARRY F RANNALS 2010-07-12

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2016-01-01
001	2015-01-01
001	2014-01-01
001	2013-01-01
001	2012-01-01	LARRY RANNALS	2013-04-18	LARRY RANNALS	2013-04-18
001	2011-01-01	LARRY RANNALS	2012-04-19	LARRY RANNALS	2012-04-19
001	2009-01-01	LARRY F RANNALS		LARRY F RANNALS	2010-07-12

Plan Statistics for H&R INVESTMENTS, INC. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for H&R INVESTMENTS, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2009: H&R INVESTMENTS, INC. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 25
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 18
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 6
Total of all active and inactive participants 2009-01-01 24
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 24
Number of participants with account balances 2009-01-01 23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 1

Measure	Date	Value
2009: H&R INVESTMENTS, INC. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	25
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	18
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	6
Total of all active and inactive participants	2009-01-01	24
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	24
Number of participants with account balances	2009-01-01	23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	1

Financial Data on H&R INVESTMENTS, INC. 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2010 : H&R INVESTMENTS, INC. 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$206,362
Expenses. Total of all expenses incurred	2010-12-31	$6,419
Benefits paid (including direct rollovers)	2010-12-31	$6,419
Total plan assets at end of year	2010-12-31	$1,180,101
Total plan assets at beginning of year	2010-12-31	$980,158
Total contributions received or receivable from participants	2010-12-31	$90,302
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$93,485
Net income (gross income less expenses)	2010-12-31	$199,943
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,180,101
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$980,158
Total contributions received or receivable from employer(s)	2010-12-31	$22,575

Form 5500 Responses for H&R INVESTMENTS, INC. 401(K) PROFIT SHARING PLAN

2009: H&R INVESTMENTS, INC. 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 )
Policy contract number	LP1038488
Policy instance	1

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Company Name:	H&R INVESTMENTS TRI-STAR DISTRIBUTING
Employer identification number (EIN):	920092628
NAIC Classification:	424400