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H.W. HUNTER, INC. 401(K) PLAN 401k Plan overview

Plan NameH.W. HUNTER, INC. 401(K) PLAN
Plan identification number 001

H.W. HUNTER, INC. 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

H.W. HUNTER, INC. has sponsored the creation of one or more 401k plans.

Company Name:H.W. HUNTER, INC.
Employer identification number (EIN):950856770
NAIC Classification:441110
NAIC Description:New Car Dealers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan H.W. HUNTER, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012023-01-01TARA EVANS, FOR TAG RESOURCES
0012023-01-01TARA EVANS, FOR TAG RESOURCES
0012022-01-01
0012022-01-01TARA EVANS, FOR TAG RESOURCES
0012021-01-01
0012021-01-01
0012021-01-01TARA EVANS
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01PHIL TISUE
0012016-01-01PHIL TISUE
0012016-01-01
0012015-01-01LISA ENOS2017-10-17
0012015-01-01LISA ENOS2016-06-14
0012014-01-01LISA ENOS2015-06-23
0012013-01-01LISA ENOS2014-09-11
0012012-01-01ALAN B SVEDLOW2013-07-26
0012011-01-01ALAN B. SVEDLOW2012-07-28
0012010-01-01ALAN B. SVEDLOW
0012009-01-01ALAN B. SVEDLOW

Financial Data on H.W. HUNTER, INC. 401(K) PLAN

Measure Date Value
2025 : H.W. HUNTER, INC. 401(K) PLAN 2025 401k financial data
Total liabilities as of the beginning of the plan year2025-11-200
Total expenses incurred by plan in this plan year2025-11-20278
Net assets as of the end of the plan year2025-11-200
Total assets as of the beginning of the plan year2025-11-20283
Value of plan covered by a fidelity bond2025-11-20500000
Other income to plan in this plan year2025-11-20-5
Plan net income in this plan year2025-11-20-283
Net assets as of the end of the plan year2025-11-200
Net assets as of the beginning of the plan year2025-11-20283
Expensese paid to adminstrative service provicers from plan in this plan year2025-11-20105
2023 : H.W. HUNTER, INC. 401(K) PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$294,912
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$4,196,508
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$4,167,730
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$0
Value of total assets at end of year2023-12-31$283
Value of total assets at beginning of year2023-12-31$3,901,879
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$28,778
Total interest from all sources2023-12-31$5,076
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2023-12-31$0
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$500,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Participant contributions at end of year2023-12-31$0
Participant contributions at beginning of year2023-12-31$45,428
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$-3,901,596
Value of net assets at end of year (total assets less liabilities)2023-12-31$283
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$3,901,879
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Value of interest in pooled separate accounts at end of year2023-12-31$283
Value of interest in pooled separate accounts at beginning of year2023-12-31$3,481,482
Interest on participant loans2023-12-31$1,001
Interest earned on other investments2023-12-31$4,075
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$374,969
Net investment gain/loss from pooled separate accounts2023-12-31$289,836
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$4,167,730
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31TEMPLETON & COMPANY
Accountancy firm EIN2023-12-31141918990
Total unrealized appreciation/depreciation of assets2023-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$0
Total income from all sources (including contributions)2023-01-01$294,912
Total loss/gain on sale of assets2023-01-01$0
Total of all expenses incurred2023-01-01$4,196,508
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-01-01$4,167,730
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-01-01$0
Value of total assets at end of year2023-01-01$283
Value of total assets at beginning of year2023-01-01$3,901,879
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-01-01$28,778
Total interest from all sources2023-01-01$5,076
Total dividends received (eg from common stock, registered investment company shares)2023-01-01$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-01-01Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2023-01-01$0
Was this plan covered by a fidelity bond2023-01-01Yes
Value of fidelity bond cover2023-01-01$500,000
If this is an individual account plan, was there a blackout period2023-01-01No
Were there any nonexempt tranactions with any party-in-interest2023-01-01No
Participant contributions at end of year2023-01-01$0
Participant contributions at beginning of year2023-01-01$45,428
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Value of net income/loss2023-01-01$-3,901,596
Value of net assets at end of year (total assets less liabilities)2023-01-01$283
Value of net assets at beginning of year (total assets less liabilities)2023-01-01$3,901,879
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2023-01-01No
Were any leases to which the plan was party in default or uncollectible2023-01-01No
Value of interest in pooled separate accounts at end of year2023-01-01$283
Value of interest in pooled separate accounts at beginning of year2023-01-01$3,481,482
Interest on participant loans2023-01-01$1,001
Interest earned on other investments2023-01-01$4,075
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-01-01$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-01-01$374,969
Net investment gain/loss from pooled separate accounts2023-01-01$289,836
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-01-01No
Was there a failure to transmit to the plan any participant contributions2023-01-01No
Has the plan failed to provide any benefit when due under the plan2023-01-01No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-01-01$4,167,730
Did the plan have assets held for investment2023-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-01-01No
Opinion of an independent qualified public accountant for this plan2023-01-011
Accountancy firm name2023-01-01TEMPLETON & COMPANY
Accountancy firm EIN2023-01-01141918990
2022 : H.W. HUNTER, INC. 401(K) 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$0
Total income from all sources (including contributions)2022-12-31$-484,611
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$780,877
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$729,363
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$303,190
Value of total assets at end of year2022-12-31$3,901,879
Value of total assets at beginning of year2022-12-31$5,167,367
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$51,514
Total interest from all sources2022-12-31$8,183
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2022-12-31$0
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$220,435
Participant contributions at end of year2022-12-31$45,428
Participant contributions at beginning of year2022-12-31$77,867
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,265,488
Value of net assets at end of year (total assets less liabilities)2022-12-31$3,901,879
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$5,167,367
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 pooled separate accounts at end of year2022-12-31$3,481,482
Value of interest in pooled separate accounts at beginning of year2022-12-31$4,652,233
Interest on participant loans2022-12-31$2,257
Interest earned on other investments2022-12-31$5,926
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$374,969
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$407,099
Net investment gain/loss from pooled separate accounts2022-12-31$-795,984
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$82,755
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$30,168
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$729,363
Contract administrator fees2022-12-31$51,514
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 name2022-12-31TEMPLETON & COMPANY
Accountancy firm EIN2022-12-31141918990
Total unrealized appreciation/depreciation of assets2022-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$0
Total income from all sources (including contributions)2022-01-01$-484,611
Total loss/gain on sale of assets2022-01-01$0
Total of all expenses incurred2022-01-01$780,877
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-01-01$729,363
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-01-01$303,190
Value of total assets at end of year2022-01-01$3,901,879
Value of total assets at beginning of year2022-01-01$5,167,367
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-01-01$51,514
Total interest from all sources2022-01-01$8,183
Total dividends received (eg from common stock, registered investment company shares)2022-01-01$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-01-01Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2022-01-01$0
Was this plan covered by a fidelity bond2022-01-01Yes
Value of fidelity bond cover2022-01-01$500,000
If this is an individual account plan, was there a blackout period2022-01-01No
Were there any nonexempt tranactions with any party-in-interest2022-01-01No
Contributions received from participants2022-01-01$220,435
Participant contributions at end of year2022-01-01$45,428
Participant contributions at beginning of year2022-01-01$77,867
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Value of net income/loss2022-01-01$-1,265,488
Value of net assets at end of year (total assets less liabilities)2022-01-01$3,901,879
Value of net assets at beginning of year (total assets less liabilities)2022-01-01$5,167,367
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2022-01-01No
Were any leases to which the plan was party in default or uncollectible2022-01-01No
Value of interest in pooled separate accounts at end of year2022-01-01$3,481,482
Value of interest in pooled separate accounts at beginning of year2022-01-01$4,652,233
Interest on participant loans2022-01-01$2,257
Interest earned on other investments2022-01-01$5,926
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-01-01$374,969
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-01-01$407,099
Net investment gain/loss from pooled separate accounts2022-01-01$-795,984
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-01-01No
Was there a failure to transmit to the plan any participant contributions2022-01-01No
Has the plan failed to provide any benefit when due under the plan2022-01-01No
Contributions received in cash from employer2022-01-01$82,755
Employer contributions (assets) at end of year2022-01-01$0
Employer contributions (assets) at beginning of year2022-01-01$30,168
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-01-01$729,363
Contract administrator fees2022-01-01$51,514
Did the plan have assets held for investment2022-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-01-01No
Opinion of an independent qualified public accountant for this plan2022-01-011
Accountancy firm name2022-01-01TEMPLETON & COMPANY
Accountancy firm EIN2022-01-01141918990
2021 : H.W. HUNTER, INC. 401(K) 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$1,078,069
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$279,693
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$234,273
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$476,092
Value of total assets at end of year2021-12-31$5,167,367
Value of total assets at beginning of year2021-12-31$4,368,991
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$45,420
Total interest from all sources2021-12-31$14,305
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$348,293
Participant contributions at end of year2021-12-31$77,867
Participant contributions at beginning of year2021-12-31$163,285
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$7,430
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$798,376
Value of net assets at end of year (total assets less liabilities)2021-12-31$5,167,367
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$4,368,991
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 pooled separate accounts at end of year2021-12-31$4,652,233
Value of interest in pooled separate accounts at beginning of year2021-12-31$3,849,899
Interest on participant loans2021-12-31$9,004
Interest earned on other investments2021-12-31$5,301
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$407,099
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$329,202
Net investment gain/loss from pooled separate accounts2021-12-31$587,672
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$120,369
Employer contributions (assets) at end of year2021-12-31$30,168
Employer contributions (assets) at beginning of year2021-12-31$26,605
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$234,273
Contract administrator fees2021-12-31$45,420
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 plan2021-12-31Disclaimer
Accountancy firm name2021-12-31TEMPLETON & COMPANY
Accountancy firm EIN2021-12-31141918990
2020 : H.W. HUNTER, INC. 401(K) 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$0
Total income from all sources (including contributions)2020-12-31$1,000,985
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$420,972
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$396,182
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$396,638
Value of total assets at end of year2020-12-31$4,368,991
Value of total assets at beginning of year2020-12-31$3,788,978
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$24,790
Total interest from all sources2020-12-31$10,360
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$294,453
Participant contributions at end of year2020-12-31$163,285
Participant contributions at beginning of year2020-12-31$193,816
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$8
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$0
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$580,013
Value of net assets at end of year (total assets less liabilities)2020-12-31$4,368,991
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$3,788,978
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 pooled separate accounts at end of year2020-12-31$3,849,899
Value of interest in pooled separate accounts at beginning of year2020-12-31$3,426,363
Interest on participant loans2020-12-31$6,966
Interest earned on other investments2020-12-31$3,394
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$329,202
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$138,480
Net investment gain/loss from pooled separate accounts2020-12-31$593,987
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 contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$102,185
Employer contributions (assets) at end of year2020-12-31$26,605
Employer contributions (assets) at beginning of year2020-12-31$30,311
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$396,182
Contract administrator fees2020-12-31$24,790
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 name2020-12-31TEMPLETON & COMPANY
Accountancy firm EIN2020-12-31141918990
2019 : H.W. HUNTER, INC. 401(K) PLAN 2019 401k financial data
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$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$7,425
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$7,425
Total income from all sources (including contributions)2019-12-31$1,127,737
Total income from all sources (including contributions)2019-12-31$1,127,737
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$373,381
Total of all expenses incurred2019-12-31$373,381
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$353,183
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$353,183
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$459,054
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$459,054
Value of total assets at end of year2019-12-31$3,788,978
Value of total assets at end of year2019-12-31$3,788,978
Value of total assets at beginning of year2019-12-31$3,042,047
Value of total assets at beginning of year2019-12-31$3,042,047
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$20,198
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$20,198
Total interest from all sources2019-12-31$12,014
Total interest from all sources2019-12-31$12,014
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
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$338,744
Contributions received from participants2019-12-31$338,744
Participant contributions at end of year2019-12-31$193,816
Participant contributions at end of year2019-12-31$193,816
Participant contributions at beginning of year2019-12-31$183,570
Participant contributions at beginning of year2019-12-31$183,570
Participant contributions at end of year2019-12-31$8
Participant contributions at end of year2019-12-31$8
Participant contributions at beginning of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$7,425
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$7,425
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$754,356
Value of net income/loss2019-12-31$754,356
Value of net assets at end of year (total assets less liabilities)2019-12-31$3,788,978
Value of net assets at end of year (total assets less liabilities)2019-12-31$3,788,978
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$3,034,622
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$3,034,622
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
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 pooled separate accounts at end of year2019-12-31$3,426,363
Value of interest in pooled separate accounts at end of year2019-12-31$3,426,363
Value of interest in pooled separate accounts at beginning of year2019-12-31$2,701,578
Value of interest in pooled separate accounts at beginning of year2019-12-31$2,701,578
Interest on participant loans2019-12-31$10,016
Interest on participant loans2019-12-31$10,016
Interest earned on other investments2019-12-31$1,998
Interest earned on other investments2019-12-31$1,998
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$138,480
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$138,480
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$127,567
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$127,567
Net investment gain/loss from pooled separate accounts2019-12-31$656,669
Net investment gain/loss from pooled separate accounts2019-12-31$656,669
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 contributions2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
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$120,310
Contributions received in cash from employer2019-12-31$120,310
Employer contributions (assets) at end of year2019-12-31$30,311
Employer contributions (assets) at end of year2019-12-31$30,311
Employer contributions (assets) at beginning of year2019-12-31$29,332
Employer contributions (assets) at beginning of year2019-12-31$29,332
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$353,183
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$353,183
Contract administrator fees2019-12-31$20,198
Contract administrator fees2019-12-31$20,198
Did the plan have assets held for investment2019-12-31Yes
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 name2019-12-31COULTER & JUSTUS
Accountancy firm name2019-12-31COULTER & JUSTUS
Accountancy firm EIN2019-12-31621532536
Accountancy firm EIN2019-12-31621532536
2018 : H.W. HUNTER, INC. 401(K) 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$7,425
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$11,298
Total income from all sources (including contributions)2018-12-31$221,595
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$184,438
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$165,146
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$444,524
Value of total assets at end of year2018-12-31$3,042,047
Value of total assets at beginning of year2018-12-31$3,008,763
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$19,292
Total interest from all sources2018-12-31$9,550
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$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$315,112
Participant contributions at end of year2018-12-31$183,570
Participant contributions at beginning of year2018-12-31$170,440
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$15,952
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$7,425
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$11,298
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$37,157
Value of net assets at end of year (total assets less liabilities)2018-12-31$3,034,622
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$2,997,465
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 pooled separate accounts at end of year2018-12-31$2,701,578
Value of interest in pooled separate accounts at beginning of year2018-12-31$2,667,344
Interest on participant loans2018-12-31$7,751
Interest earned on other investments2018-12-31$1,799
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$127,567
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$144,039
Net investment gain/loss from pooled separate accounts2018-12-31$-232,479
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 contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$113,460
Employer contributions (assets) at end of year2018-12-31$29,332
Employer contributions (assets) at beginning of year2018-12-31$26,940
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$165,146
Contract administrator fees2018-12-31$19,292
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
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)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31COULTER & JUSTUS
Accountancy firm EIN2018-12-31621532536
2017 : H.W. HUNTER, INC. 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$11,298
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$15,155
Total income from all sources (including contributions)2017-12-31$817,577
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$200,705
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$183,970
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$429,003
Value of total assets at end of year2017-12-31$3,008,763
Value of total assets at beginning of year2017-12-31$2,395,748
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$16,735
Total interest from all sources2017-12-31$8,770
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$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$315,373
Participant contributions at end of year2017-12-31$170,440
Participant contributions at beginning of year2017-12-31$140,001
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$11,298
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$15,155
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$616,872
Value of net assets at end of year (total assets less liabilities)2017-12-31$2,997,465
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$2,380,593
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 pooled separate accounts at end of year2017-12-31$2,667,344
Value of interest in pooled separate accounts at beginning of year2017-12-31$1,823,917
Interest on participant loans2017-12-31$6,285
Interest earned on other investments2017-12-31$2,485
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$144,039
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$337,149
Net investment gain/loss from pooled separate accounts2017-12-31$379,804
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 contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$113,630
Employer contributions (assets) at end of year2017-12-31$26,940
Employer contributions (assets) at beginning of year2017-12-31$94,681
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$183,970
Contract administrator fees2017-12-31$16,735
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
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)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31COULTER & JUSTUS
Accountancy firm EIN2017-12-31621532536
2016 : H.W. HUNTER, INC. 401(K) 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$12,504
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$749,272
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$264,862
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$249,700
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$621,434
Value of total assets at end of year2016-12-31$2,398,346
Value of total assets at beginning of year2016-12-31$1,901,432
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$15,162
Total interest from all sources2016-12-31$13,882
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$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$251,877
Participant contributions at end of year2016-12-31$142,599
Participant contributions at beginning of year2016-12-31$72,602
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$209,866
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$12,504
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$484,410
Value of net assets at end of year (total assets less liabilities)2016-12-31$2,385,842
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$1,901,432
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 pooled separate accounts at end of year2016-12-31$1,823,917
Value of interest in pooled separate accounts at beginning of year2016-12-31$1,720,527
Interest on participant loans2016-12-31$4,042
Interest earned on other investments2016-12-31$9,840
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$337,149
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$108,303
Net investment gain/loss from pooled separate accounts2016-12-31$113,956
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$159,691
Employer contributions (assets) at end of year2016-12-31$94,681
Employer contributions (assets) at beginning of year2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$249,700
Contract administrator fees2016-12-31$15,162
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
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)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31COULTER & JUSTUS
Accountancy firm EIN2016-12-31621532536
2010 : H.W. HUNTER, INC. 401(K) PLAN 2010 401k financial data
Transfers to/from the plan2010-12-31$0
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$212,302
Expenses. Total of all expenses incurred2010-12-31$70,535
Benefits paid (including direct rollovers)2010-12-31$67,543
Total plan assets at end of year2010-12-31$1,036,194
Total plan assets at beginning of year2010-12-31$894,427
Value of fidelity bond covering the plan2010-12-31$500,000
Total contributions received or receivable from participants2010-12-31$54,315
Expenses. Other expenses not covered elsewhere2010-12-31$0
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$134,050
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$141,767
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,036,194
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$894,427
Assets. Value of participant loans2010-12-31$40,456
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022010-12-31$12,958
Total contributions received or receivable from employer(s)2010-12-31$23,937
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$1,633
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$1,359
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Funding deficiency by the employer to the plan for this plan year2010-12-31$0
Minimum employer required contribution for this plan year2010-12-31$0
Amount contributed by the employer to the plan for this plan year2010-12-31$0
2009 : H.W. HUNTER, INC. 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0
Funding deficiency by the employer to the plan for this plan year2009-12-31$0
Minimum employer required contribution for this plan year2009-12-31$0
Amount contributed by the employer to the plan for this plan year2009-12-31$0

Form 5500 Responses for H.W. HUNTER, INC. 401(K) PLAN

2023: H.W. HUNTER, INC. 401(K) PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedYes
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: H.W. HUNTER, INC. 401(K) 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 – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: H.W. HUNTER, INC. 401(K) 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 – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: H.W. HUNTER, INC. 401(K) 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 – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: H.W. HUNTER, INC. 401(K) 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 – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: H.W. HUNTER, INC. 401(K) 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 – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: H.W. HUNTER, INC. 401(K) 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 – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: H.W. HUNTER, INC. 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedYes
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 – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2010: H.W. HUNTER, INC. 401(K) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: H.W. HUNTER, INC. 401(K) 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

Insurance Providers Used on plan

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number932413-00042
Policy instance 1
Insurance contract or identification number932413-00042
Number of Individuals Covered3
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $6,338
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number932413-00042
Policy instance 1
Insurance contract or identification number932413-00042
Number of Individuals Covered137
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $16,782
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number932413-00042
Policy instance 1
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number932413-00042
Policy instance 1
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number932413-00042
Policy instance 1
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number932413-00042
Policy instance 1
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number932413-042
Policy instance 1
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number336569-01
Policy instance 2

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