HICKOK & BOARDMAN FINANCIAL PLANNING AND GROUP BENEFITS, INC. 401(K) PLAN 401k Plan overview
| Plan Name | HICKOK & BOARDMAN FINANCIAL PLANNING AND GROUP BENEFITS, INC. 401(K) PLAN |
| Plan identification number | 001 |
HICKOK & BOARDMAN FINANCIAL PLANNING AND GROUP BENEFITS, INC. 401(K) PLAN Benefits
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits | SELECT distinct(Description) AS Description FROM 401k_benefit_codes LEFT JOIN 401k_benefit_code_description ON BenefitCode=Code COLLATE utf8_unicode_ci WHERE EIN='030301308' AND PlanID='001' |
401k Sponsoring company profile
HICKOK & BOARDMAN FINANCIAL PLANNING & GROUP BENEFITS, INC. has sponsored the creation of one or more 401k plans.
Additional information about HICKOK & BOARDMAN FINANCIAL PLANNING & GROUP BENEFITS, INC.
| Jurisdiction of Incorporation: | Vermont Secretary of State Corporations Division |
| Incorporation Date: | 1985-12-23 |
| Company Identification Number: | 97080 |
| Legal Registered Office Address: |
346 SHELBURNE STREET
BURLINGTON
United States of America (USA)
05401
|
More information about HICKOK & BOARDMAN FINANCIAL PLANNING & GROUP BENEFITS, INC.
Form 5500 Filing Information
Submission information for form 5500 for 401k plan HICKOK & BOARDMAN FINANCIAL PLANNING AND GROUP BENEFITS, INC. 401(K) PLAN
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|
| 001 | 2022-01-01 | THOMAS RUGG | 2023-10-07 | | |
| 001 | 2021-01-01 | THOMAS RUGG | 2022-06-20 | | |
| 001 | 2020-01-01 | THOMAS RUGG | 2021-05-13 | | |
| 001 | 2019-01-01 | THOMAS RUGG | 2020-05-19 | | |
| 001 | 2018-01-01 | PETER TROTTIER | 2019-08-26 | | |
| 001 | 2017-01-01 | PETER TROTTIER | 2018-04-30 | | |
| 001 | 2016-01-01 | PETER TROTTIER | 2017-06-12 | | |
| 001 | 2015-01-01 | PETER TROTTIER | 2016-05-23 | | |
| 001 | 2014-01-01 | PETER TROTTIER | 2015-07-15 | | |
| 001 | 2013-01-01 | PETER TROTTIER | 2014-07-16 | | |
| 001 | 2012-01-01 | PETER TROTTIER | 2013-05-03 | | |
| 001 | 2011-01-01 | MICHAEL MCCORMACK | 2012-06-26 | MICHAEL MCCORMACK | 2012-06-26 |
| 001 | 2010-01-01 | MICHAEL SACCO | 2011-05-20 | MICHAEL SACCO | 2011-05-20 |
Financial Data on HICKOK & BOARDMAN FINANCIAL PLANNING AND GROUP BENEFITS, INC. 401(K) PLAN
| Measure | Date | Value |
|---|
| 2022 : HICKOK & BOARDMAN FINANCIAL PLANNING AND GROUP BENEFITS, INC. 401(K) PLAN 2022 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2022-06-20 | 4423019 |
| Net assets as of the end of the plan year | 2022-06-20 | 4366428 |
| Total assets as of the beginning of the plan year | 2022-06-20 | 7758255 |
| Value of plan covered by a fidelity bond | 2022-06-20 | 500000 |
| Participant contributions to plan in this plan year | 2022-06-20 | 161484 |
| Value of participant loans at end of plan year | 2022-06-20 | 70898 |
| Other contributions to plan in this plan year | 2022-06-20 | 77800 |
| Other income to plan in this plan year | 2022-06-20 | 731012 |
| Plan net income in this plan year | 2022-06-20 | -3391827 |
| Net assets as of the end of the plan year | 2022-06-20 | 4366428 |
| Net assets as of the beginning of the plan year | 2022-06-20 | 7758255 |
| Employer contributions to plan in this plan year | 2022-06-20 | 60896 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-06-20 | 2067 |
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