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THE HADDAD ORGANIZATION, LTD. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameTHE HADDAD ORGANIZATION, LTD. 401(K) PROFIT SHARING PLAN
Plan identification number 002

THE HADDAD ORGANIZATION, LTD. 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined 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
  • 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.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

THE HADDAD ORGANIZATION, LTD. has sponsored the creation of one or more 401k plans.

Company Name:THE HADDAD ORGANIZATION, LTD.
Employer identification number (EIN):132856820
NAIC Classification:424300

Additional information about THE HADDAD ORGANIZATION, LTD.

Jurisdiction of Incorporation: New York Department of State
Incorporation Date: 1976-07-02
Company Identification Number: 404009
Legal Registered Office Address: 485 LEXINGTON AVENUE
New York
NEW YORK
United States of America (USA)
10017

More information about THE HADDAD ORGANIZATION, LTD.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE HADDAD ORGANIZATION, LTD. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01JOHN SPIELBERGER JOHN SPIELBERGER2018-10-15
0022016-01-01MARC WEINTRAUB MARC WEINTRAUB2017-10-06
0022015-01-01MARC WEINTRAUB MARC WEINTRAUB2016-10-07
0022014-01-01MARC WEINTRAUB MARC WEINTRAUB2015-09-18
0022013-01-01MARC WEINTRAUB MARC WEINTRAUB2014-10-07
0022012-01-01MARC WEINTRAUB MARC WEINTRAUB2013-07-22
0022012-01-01MARC WEINTRAUB MARC WEINTRAUB2013-07-23
0022011-01-01MARC WEINTRAUB MARC WEINTRAUB2012-08-09
0022010-01-01MARC WEINTRAUB MARC WEINTRAUB2011-08-19
0022009-01-01MARC WEINTRAUB MARC WEINTRAUB2010-08-02

Plan Statistics for THE HADDAD ORGANIZATION, LTD. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for THE HADDAD ORGANIZATION, LTD. 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: THE HADDAD ORGANIZATION, LTD. 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01700
Total number of active participants reported on line 7a of the Form 55002022-01-01439
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01182
Total of all active and inactive participants2022-01-01621
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01621
Number of participants with account balances2022-01-01621
2021: THE HADDAD ORGANIZATION, LTD. 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01594
Total number of active participants reported on line 7a of the Form 55002021-01-01269
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01281
Total of all active and inactive participants2021-01-01550
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01550
Number of participants with account balances2021-01-01550
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-013
2020: THE HADDAD ORGANIZATION, LTD. 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01550
Total number of active participants reported on line 7a of the Form 55002020-01-01292
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01296
Total of all active and inactive participants2020-01-01588
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01588
Number of participants with account balances2020-01-01588
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-013
2019: THE HADDAD ORGANIZATION, LTD. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01509
Total number of active participants reported on line 7a of the Form 55002019-01-01319
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01205
Total of all active and inactive participants2019-01-01524
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01524
Number of participants with account balances2019-01-01524
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: THE HADDAD ORGANIZATION, LTD. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01436
Total number of active participants reported on line 7a of the Form 55002018-01-01299
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01191
Total of all active and inactive participants2018-01-01490
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01490
Number of participants with account balances2018-01-01456
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: THE HADDAD ORGANIZATION, LTD. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01512
Total number of active participants reported on line 7a of the Form 55002017-01-01253
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01192
Total of all active and inactive participants2017-01-01445
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01445
Number of participants with account balances2017-01-01420
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0118
2016: THE HADDAD ORGANIZATION, LTD. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01441
Total number of active participants reported on line 7a of the Form 55002016-01-01254
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01227
Total of all active and inactive participants2016-01-01481
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01481
Number of participants with account balances2016-01-01481
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0125
2015: THE HADDAD ORGANIZATION, LTD. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01450
Total number of active participants reported on line 7a of the Form 55002015-01-01231
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01210
Total of all active and inactive participants2015-01-01441
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01441
Number of participants with account balances2015-01-01441
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0148
2014: THE HADDAD ORGANIZATION, LTD. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01428
Total number of active participants reported on line 7a of the Form 55002014-01-01245
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01187
Total of all active and inactive participants2014-01-01432
Total participants2014-01-01432
Number of participants with account balances2014-01-01432
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0119
2013: THE HADDAD ORGANIZATION, LTD. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01379
Total number of active participants reported on line 7a of the Form 55002013-01-01217
Number of other retired or separated participants entitled to future benefits2013-01-01176
Total of all active and inactive participants2013-01-01393
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01393
Number of participants with account balances2013-01-01393
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0116
2012: THE HADDAD ORGANIZATION, LTD. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01358
Total number of active participants reported on line 7a of the Form 55002012-01-01191
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01168
Total of all active and inactive participants2012-01-01359
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01359
Number of participants with account balances2012-01-01359
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-019
2011: THE HADDAD ORGANIZATION, LTD. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01370
Total number of active participants reported on line 7a of the Form 55002011-01-01173
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01169
Total of all active and inactive participants2011-01-01342
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01342
Number of participants with account balances2011-01-01342
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0114
2010: THE HADDAD ORGANIZATION, LTD. 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01365
Total number of active participants reported on line 7a of the Form 55002010-01-01175
Number of other retired or separated participants entitled to future benefits2010-01-01162
Total of all active and inactive participants2010-01-01337
Total participants2010-01-01337
Number of participants with account balances2010-01-01337
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0133
2009: THE HADDAD ORGANIZATION, LTD. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01372
Total number of active participants reported on line 7a of the Form 55002009-01-01199
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01150
Total of all active and inactive participants2009-01-01349
Total participants2009-01-01349
Number of participants with account balances2009-01-01349
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0125

Financial Data on THE HADDAD ORGANIZATION, LTD. 401(K) PROFIT SHARING PLAN

Measure Date Value
2022 : THE HADDAD ORGANIZATION, LTD. 401(K) PROFIT SHARING PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$76,510
Total unrealized appreciation/depreciation of assets2022-12-31$76,510
Total income from all sources (including contributions)2022-12-31$-2,958,077
Total of all expenses incurred2022-12-31$1,825,518
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,627,281
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$3,642,210
Value of total assets at end of year2022-12-31$38,351,674
Value of total assets at beginning of year2022-12-31$43,135,269
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$198,237
Total interest from all sources2022-12-31$13,423
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,084,442
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$1,084,442
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
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$1,761,805
Participant contributions at end of year2022-12-31$234,134
Participant contributions at beginning of year2022-12-31$291,565
Participant contributions at beginning of year2022-12-31$118
Assets. Other investments not covered elsewhere at end of year2022-12-31$2,445,445
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$2,368,935
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$406,614
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-4,783,595
Value of net assets at end of year (total assets less liabilities)2022-12-31$38,351,674
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$43,135,269
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$34,198,304
Value of interest in pooled separate accounts at beginning of year2022-12-31$39,435,155
Interest on participant loans2022-12-31$13,423
Value of interest in common/collective trusts at beginning of year2022-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-7,774,662
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 contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$1,473,791
Employer contributions (assets) at end of year2022-12-31$1,473,791
Employer contributions (assets) at beginning of year2022-12-31$1,039,496
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,627,281
Contract administrator fees2022-12-31$198,237
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 name2022-12-31MARCUM LLP
Accountancy firm EIN2022-12-31111986323
2021 : THE HADDAD ORGANIZATION, LTD. 401(K) PROFIT SHARING PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$79,107
Total unrealized appreciation/depreciation of assets2021-12-31$79,107
Total income from all sources (including contributions)2021-12-31$8,538,843
Total of all expenses incurred2021-12-31$3,285,158
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$3,079,295
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,910,660
Value of total assets at end of year2021-12-31$43,135,269
Value of total assets at beginning of year2021-12-31$37,881,584
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$205,863
Total interest from all sources2021-12-31$17,264
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$762,127
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$762,127
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$1,547,983
Participant contributions at end of year2021-12-31$291,565
Participant contributions at beginning of year2021-12-31$321,298
Participant contributions at end of year2021-12-31$118
Assets. Other investments not covered elsewhere at end of year2021-12-31$2,368,935
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$2,289,828
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$323,181
Administrative expenses (other) incurred2021-12-31$21,275
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$5,253,685
Value of net assets at end of year (total assets less liabilities)2021-12-31$43,135,269
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$37,881,584
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$39,435,155
Value of interest in pooled separate accounts at beginning of year2021-12-31$34,253,017
Interest on participant loans2021-12-31$17,264
Value of interest in common/collective trusts at end of year2021-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$2,135
Net investment gain/loss from pooled separate accounts2021-12-31$4,769,685
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 contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$1,039,496
Employer contributions (assets) at end of year2021-12-31$1,039,496
Employer contributions (assets) at beginning of year2021-12-31$1,017,441
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$3,077,160
Contract administrator fees2021-12-31$184,588
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 plan2021-12-31Unqualified
Accountancy firm name2021-12-31FRIEDMAN LLP
Accountancy firm EIN2021-12-31131610809
2020 : THE HADDAD ORGANIZATION, LTD. 401(K) PROFIT SHARING PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$84,481
Total unrealized appreciation/depreciation of assets2020-12-31$84,481
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$300
Total income from all sources (including contributions)2020-12-31$7,592,517
Total of all expenses incurred2020-12-31$1,350,865
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,193,707
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,871,719
Value of total assets at end of year2020-12-31$37,881,584
Value of total assets at beginning of year2020-12-31$31,640,232
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$157,158
Total interest from all sources2020-12-31$17,227
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$703,563
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$703,563
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$1,457,263
Participant contributions at end of year2020-12-31$321,298
Participant contributions at beginning of year2020-12-31$356,688
Assets. Other investments not covered elsewhere at end of year2020-12-31$2,289,828
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$2,205,345
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$397,015
Administrative expenses (other) incurred2020-12-31$11,854
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$6,241,652
Value of net assets at end of year (total assets less liabilities)2020-12-31$37,881,584
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$31,639,932
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$34,253,017
Value of interest in pooled separate accounts at beginning of year2020-12-31$28,004,397
Interest on participant loans2020-12-31$17,227
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$2,914
Net investment gain/loss from pooled separate accounts2020-12-31$3,915,527
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 contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$1,017,441
Employer contributions (assets) at end of year2020-12-31$1,017,441
Employer contributions (assets) at beginning of year2020-12-31$1,073,802
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,190,793
Contract administrator fees2020-12-31$145,304
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
Liabilities. Value of acquisition indebtedness at beginning of year2020-12-31$300
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31FRIEDMAN LLP
Accountancy firm EIN2020-12-31131610809
2019 : THE HADDAD ORGANIZATION, LTD. 401(K) PROFIT SHARING PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$77,056
Total unrealized appreciation/depreciation of assets2019-12-31$77,056
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$300
Total income from all sources (including contributions)2019-12-31$7,760,607
Total of all expenses incurred2019-12-31$2,894,495
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,716,029
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,600,394
Value of total assets at end of year2019-12-31$31,640,232
Value of total assets at beginning of year2019-12-31$26,773,820
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$178,466
Total interest from all sources2019-12-31$15,716
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$575,332
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$575,332
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
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
Contributions received from participants2019-12-31$1,429,970
Participant contributions at end of year2019-12-31$356,688
Participant contributions at beginning of year2019-12-31$237,287
Participant contributions at beginning of year2019-12-31$0
Assets. Other investments not covered elsewhere at end of year2019-12-31$2,205,345
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$2,220,495
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$96,622
Administrative expenses (other) incurred2019-12-31$42,959
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$4,866,112
Value of net assets at end of year (total assets less liabilities)2019-12-31$31,639,932
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$26,773,820
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 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$28,004,397
Value of interest in pooled separate accounts at beginning of year2019-12-31$23,401,999
Interest on participant loans2019-12-31$15,716
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$3,434
Net investment gain/loss from pooled separate accounts2019-12-31$4,492,109
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 contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,073,802
Employer contributions (assets) at end of year2019-12-31$1,073,802
Employer contributions (assets) at beginning of year2019-12-31$914,039
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,712,595
Contract administrator fees2019-12-31$135,507
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
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Liabilities. Value of acquisition indebtedness at end of year2019-12-31$300
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
Accountancy firm name2019-12-31FRIEDMAN LLP
Accountancy firm EIN2019-12-31131610809
2018 : THE HADDAD ORGANIZATION, LTD. 401(K) PROFIT SHARING PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$81,742
Total unrealized appreciation/depreciation of assets2018-12-31$81,742
Total income from all sources (including contributions)2018-12-31$1,074,580
Total of all expenses incurred2018-12-31$1,765,785
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,626,222
Expenses. Certain deemed distributions of participant loans2018-12-31$37,224
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,312,354
Value of total assets at end of year2018-12-31$26,773,820
Value of total assets at beginning of year2018-12-31$27,465,025
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$102,339
Total interest from all sources2018-12-31$12,191
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$625,976
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$625,976
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$1,179,014
Participant contributions at end of year2018-12-31$237,287
Participant contributions at beginning of year2018-12-31$238,244
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$21,458
Assets. Other investments not covered elsewhere at end of year2018-12-31$2,220,495
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$2,155,419
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$219,301
Administrative expenses (other) incurred2018-12-31$13,644
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-691,205
Value of net assets at end of year (total assets less liabilities)2018-12-31$26,773,820
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$27,465,025
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 registered invesment companies (eg mutual funds) at beginning of year2018-12-31$0
Value of interest in pooled separate accounts at end of year2018-12-31$23,401,999
Value of interest in pooled separate accounts at beginning of year2018-12-31$24,319,844
Interest on participant loans2018-12-31$12,191
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$3,618
Net investment gain/loss from pooled separate accounts2018-12-31$-1,957,683
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 contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$914,039
Employer contributions (assets) at end of year2018-12-31$914,039
Employer contributions (assets) at beginning of year2018-12-31$730,060
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,622,604
Contract administrator fees2018-12-31$88,695
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 name2018-12-31FRIEDMAN LLP
Accountancy firm EIN2018-12-31131610809
2017 : THE HADDAD ORGANIZATION, LTD. 401(K) PROFIT SHARING PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$74,353
Total unrealized appreciation/depreciation of assets2017-12-31$74,353
Total income from all sources (including contributions)2017-12-31$5,077,210
Total of all expenses incurred2017-12-31$1,060,636
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$938,666
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,661,657
Value of total assets at end of year2017-12-31$27,465,025
Value of total assets at beginning of year2017-12-31$23,448,451
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$121,970
Total interest from all sources2017-12-31$10,570
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$430,180
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$430,180
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 period2017-12-31Yes
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$931,597
Participant contributions at end of year2017-12-31$238,244
Participant contributions at beginning of year2017-12-31$225,231
Participant contributions at end of year2017-12-31$21,458
Participant contributions at beginning of year2017-12-31$29
Assets. Other investments not covered elsewhere at end of year2017-12-31$2,155,419
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$2,081,066
Administrative expenses (other) incurred2017-12-31$300
Total non interest bearing cash at beginning of year2017-12-31$9,741
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$4,016,574
Value of net assets at end of year (total assets less liabilities)2017-12-31$27,465,025
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$23,448,451
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 registered invesment companies (eg mutual funds) at end of year2017-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$20,330,226
Value of interest in pooled separate accounts at end of year2017-12-31$24,319,844
Interest on participant loans2017-12-31$10,570
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$3,830
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$0
Net investment gain/loss from pooled separate accounts2017-12-31$2,900,450
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$730,060
Employer contributions (assets) at end of year2017-12-31$730,060
Employer contributions (assets) at beginning of year2017-12-31$802,158
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$934,836
Contract administrator fees2017-12-31$121,670
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31Yes
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 name2017-12-31FRIEDMAN LLP
Accountancy firm EIN2017-12-31131610809
2016 : THE HADDAD ORGANIZATION, LTD. 401(K) PROFIT SHARING PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$88,197
Total unrealized appreciation/depreciation of assets2016-12-31$88,197
Total income from all sources (including contributions)2016-12-31$3,355,268
Total of all expenses incurred2016-12-31$1,774,829
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,634,653
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,748,633
Value of total assets at end of year2016-12-31$23,448,451
Value of total assets at beginning of year2016-12-31$21,868,012
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$140,176
Total interest from all sources2016-12-31$9,374
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$312,367
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$312,367
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$919,718
Participant contributions at end of year2016-12-31$225,231
Participant contributions at beginning of year2016-12-31$190,541
Participant contributions at end of year2016-12-31$29
Participant contributions at beginning of year2016-12-31$115
Assets. Other investments not covered elsewhere at end of year2016-12-31$2,081,066
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$1,992,869
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$26,527
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$0
Administrative expenses (other) incurred2016-12-31$2,220
Total non interest bearing cash at end of year2016-12-31$9,741
Total non interest bearing cash at beginning of year2016-12-31$28,394
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$1,580,439
Value of net assets at end of year (total assets less liabilities)2016-12-31$23,448,451
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$21,868,012
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 registered invesment companies (eg mutual funds) at end of year2016-12-31$20,330,226
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$18,863,063
Value of interest in pooled separate accounts at beginning of year2016-12-31$0
Interest on participant loans2016-12-31$9,374
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$3,372
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,196,697
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 contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$802,388
Employer contributions (assets) at end of year2016-12-31$802,158
Employer contributions (assets) at beginning of year2016-12-31$793,030
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,631,281
Contract administrator fees2016-12-31$137,956
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 name2016-12-31FRIEDMAN LLP
Accountancy firm EIN2016-12-31131610809
2015 : THE HADDAD ORGANIZATION, LTD. 401(K) PROFIT SHARING PLAN 2015 401k financial data
Unrealized appreciation/depreciation of real estate assets2015-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$108,201
Total unrealized appreciation/depreciation of assets2015-12-31$108,201
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$40,965
Total income from all sources (including contributions)2015-12-31$1,849,171
Total of all expenses incurred2015-12-31$1,337,271
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,336,062
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,708,849
Value of total assets at end of year2015-12-31$21,868,012
Value of total assets at beginning of year2015-12-31$21,397,077
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$1,209
Total interest from all sources2015-12-31$12,603
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$463,462
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$266,105
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2015-12-31$628,668
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$887,863
Participant contributions at end of year2015-12-31$190,541
Participant contributions at beginning of year2015-12-31$106,118
Participant contributions at end of year2015-12-31$115
Participant contributions at beginning of year2015-12-31$115
Assets. Other investments not covered elsewhere at end of year2015-12-31$1,992,869
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$1,942,271
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$27,951
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$298
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$40,965
Other income not declared elsewhere2015-12-31$88,274
Administrative expenses (other) incurred2015-12-31$775
Total non interest bearing cash at end of year2015-12-31$28,394
Total non interest bearing cash at beginning of year2015-12-31$655,291
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$511,900
Value of net assets at end of year (total assets less liabilities)2015-12-31$21,868,012
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$21,356,112
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$18,863,063
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$738,892
Value of interest in pooled separate accounts at end of year2015-12-31$0
Value of interest in pooled separate accounts at beginning of year2015-12-31$9,512,661
Interest on participant loans2015-12-31$4,761
Income. Interest from loans (other than to participants)2015-12-31$0
Interest earned on other investments2015-12-31$2,597
Income. Interest from corporate debt instruments2015-12-31$5,245
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$762,856
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$762,856
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$3,329
Asset value of US Government securities at beginning of year2015-12-31$54,642
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$0
Net investment gain/loss from pooled separate accounts2015-12-31$-52,010
Net gain/loss from 103.12 investment entities2015-12-31$-480,208
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
Was there a failure to transmit to the plan any participant contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$793,035
Employer contributions (assets) at end of year2015-12-31$793,030
Employer contributions (assets) at beginning of year2015-12-31$562,545
Income. Dividends from common stock2015-12-31$197,357
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,332,733
Contract administrator fees2015-12-31$434
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31Yes
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$6,432,720
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31FRIEDMAN LLP
Accountancy firm EIN2015-12-31131610809
2014 : THE HADDAD ORGANIZATION, LTD. 401(K) PROFIT SHARING PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$604,330
Total unrealized appreciation/depreciation of assets2014-12-31$604,330
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$40,965
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$45,902
Total income from all sources (including contributions)2014-12-31$3,318,708
Total of all expenses incurred2014-12-31$736,214
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$706,720
Expenses. Certain deemed distributions of participant loans2014-12-31$13
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,784,341
Value of total assets at end of year2014-12-31$21,397,077
Value of total assets at beginning of year2014-12-31$18,819,520
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$29,481
Total interest from all sources2014-12-31$30,379
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$227,465
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$28,201
Assets. Corporate prefeered stocks other than exployer securities at end of year2014-12-31$628,668
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2014-12-31$0
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$825,191
Participant contributions at end of year2014-12-31$106,118
Participant contributions at beginning of year2014-12-31$121,974
Participant contributions at end of year2014-12-31$115
Assets. Other investments not covered elsewhere at end of year2014-12-31$1,942,271
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$1,884,200
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$46,605
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$298
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$870
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$40,965
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$45,902
Other income not declared elsewhere2014-12-31$80,165
Administrative expenses (other) incurred2014-12-31$830
Total non interest bearing cash at end of year2014-12-31$655,291
Total non interest bearing cash at beginning of year2014-12-31$242,715
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$2,582,494
Value of net assets at end of year (total assets less liabilities)2014-12-31$21,356,112
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$18,773,618
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$738,892
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$662,840
Value of interest in pooled separate accounts at end of year2014-12-31$9,512,661
Value of interest in pooled separate accounts at beginning of year2014-12-31$8,301,735
Interest on participant loans2014-12-31$4,176
Interest earned on other investments2014-12-31$13,334
Income. Interest from corporate debt instruments2014-12-31$12,869
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$762,856
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$138,423
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$138,423
Asset value of US Government securities at end of year2014-12-31$54,642
Asset value of US Government securities at beginning of year2014-12-31$56,435
Net investment gain/loss from pooled separate accounts2014-12-31$592,028
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$912,545
Employer contributions (assets) at end of year2014-12-31$562,545
Employer contributions (assets) at beginning of year2014-12-31$501,307
Income. Dividends from common stock2014-12-31$227,465
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$706,720
Contract administrator fees2014-12-31$450
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$6,432,720
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$6,909,021
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31FRIEDMAN LLP
Accountancy firm EIN2014-12-31131610809
2013 : THE HADDAD ORGANIZATION, LTD. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$1,097,796
Total unrealized appreciation/depreciation of assets2013-12-31$1,097,796
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$45,902
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$46,000
Total income from all sources (including contributions)2013-12-31$4,502,175
Total of all expenses incurred2013-12-31$1,015,951
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$969,155
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,402,714
Value of total assets at end of year2013-12-31$18,819,520
Value of total assets at beginning of year2013-12-31$15,333,394
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$46,796
Total interest from all sources2013-12-31$25,534
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$190,781
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$45,490
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$650,953
Participant contributions at end of year2013-12-31$121,974
Participant contributions at beginning of year2013-12-31$126,521
Assets. Other investments not covered elsewhere at end of year2013-12-31$1,884,200
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$1,848,844
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$50,454
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-12-31$4,686
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$870
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$3,121
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$45,902
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$46,000
Other income not declared elsewhere2013-12-31$81,550
Administrative expenses (other) incurred2013-12-31$850
Total non interest bearing cash at end of year2013-12-31$242,715
Total non interest bearing cash at beginning of year2013-12-31$91,505
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$3,486,224
Value of net assets at end of year (total assets less liabilities)2013-12-31$18,773,618
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$15,287,394
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$662,840
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$489,941
Value of interest in pooled separate accounts at end of year2013-12-31$8,301,735
Value of interest in pooled separate accounts at beginning of year2013-12-31$6,358,889
Interest on participant loans2013-12-31$4,921
Interest earned on other investments2013-12-31$221
Income. Interest from US Government securities2013-12-31$4,406
Income. Interest from corporate debt instruments2013-12-31$15,986
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$138,423
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$237,127
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$237,127
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$0
Asset value of US Government securities at end of year2013-12-31$56,435
Asset value of US Government securities at beginning of year2013-12-31$162,018
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$138,837
Net investment gain/loss from pooled separate accounts2013-12-31$1,564,963
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$701,307
Employer contributions (assets) at end of year2013-12-31$501,307
Employer contributions (assets) at beginning of year2013-12-31$757,629
Income. Dividends from common stock2013-12-31$190,781
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$964,469
Contract administrator fees2013-12-31$456
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$6,909,021
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$5,257,799
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31FRIEDMAN LLP
Accountancy firm EIN2013-12-31131610809
2012 : THE HADDAD ORGANIZATION, LTD. 401(K) PROFIT SHARING PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$516,693
Total unrealized appreciation/depreciation of assets2012-12-31$516,693
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$46,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$46,042
Total income from all sources (including contributions)2012-12-31$3,211,454
Total loss/gain on sale of assets2012-12-31$149,207
Total of all expenses incurred2012-12-31$1,114,241
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,069,881
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,417,833
Value of total assets at end of year2012-12-31$15,333,394
Value of total assets at beginning of year2012-12-31$13,236,223
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$44,360
Total interest from all sources2012-12-31$4,765
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$160,371
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$42,807
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2012-12-31$494,630
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$569,374
Participant contributions at end of year2012-12-31$126,521
Participant contributions at beginning of year2012-12-31$109,130
Assets. Other investments not covered elsewhere at end of year2012-12-31$1,848,844
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$1,859,932
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$90,830
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$3,121
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$4,967
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$46,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$46,042
Other income not declared elsewhere2012-12-31$102,479
Administrative expenses (other) incurred2012-12-31$1,095
Total non interest bearing cash at end of year2012-12-31$91,505
Total non interest bearing cash at beginning of year2012-12-31$65,238
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$2,097,213
Value of net assets at end of year (total assets less liabilities)2012-12-31$15,287,394
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$13,190,181
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 registered invesment companies (eg mutual funds) at end of year2012-12-31$489,941
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$418,828
Value of interest in pooled separate accounts at end of year2012-12-31$6,358,889
Value of interest in pooled separate accounts at beginning of year2012-12-31$5,353,346
Interest on participant loans2012-12-31$4,765
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$237,127
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$287,232
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$287,232
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$0
Asset value of US Government securities at end of year2012-12-31$162,018
Asset value of US Government securities at beginning of year2012-12-31$166,577
Net investment gain/loss from pooled separate accounts2012-12-31$860,106
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$757,629
Employer contributions (assets) at end of year2012-12-31$757,629
Employer contributions (assets) at beginning of year2012-12-31$550,410
Income. Dividends from common stock2012-12-31$160,371
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,069,881
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$160,121
Contract administrator fees2012-12-31$458
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$5,257,799
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$3,765,812
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
Aggregate proceeds on sale of assets2012-12-31$927,619
Aggregate carrying amount (costs) on sale of assets2012-12-31$778,412
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31FRIEDMAN LLP
Accountancy firm EIN2012-12-31131610809
2011 : THE HADDAD ORGANIZATION, LTD. 401(K) PROFIT SHARING PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-40,588
Total unrealized appreciation/depreciation of assets2011-12-31$-40,588
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$46,042
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$44,895
Total income from all sources (including contributions)2011-12-31$1,180,247
Total of all expenses incurred2011-12-31$277,941
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$231,038
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,145,391
Value of total assets at end of year2011-12-31$13,236,223
Value of total assets at beginning of year2011-12-31$12,332,770
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$46,903
Total interest from all sources2011-12-31$3,844
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$140,309
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$46,903
Assets. Corporate prefeered stocks other than exployer securities at end of year2011-12-31$494,630
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2011-12-31$540,790
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$513,925
Participant contributions at end of year2011-12-31$109,130
Participant contributions at beginning of year2011-12-31$40,855
Participant contributions at beginning of year2011-12-31$0
Assets. Other investments not covered elsewhere at end of year2011-12-31$1,859,932
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$1,796,087
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$5,953
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-12-31$228
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$4,967
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$3,121
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$46,042
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$44,895
Other income not declared elsewhere2011-12-31$70,812
Administrative expenses (other) incurred2011-12-31$0
Total non interest bearing cash at end of year2011-12-31$65,238
Total non interest bearing cash at beginning of year2011-12-31$203,164
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$902,306
Value of net assets at end of year (total assets less liabilities)2011-12-31$13,190,181
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$12,287,875
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$418,828
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$730,147
Value of interest in pooled separate accounts at end of year2011-12-31$5,353,346
Value of interest in pooled separate accounts at beginning of year2011-12-31$4,952,094
Interest on participant loans2011-12-31$3,844
Interest earned on other investments2011-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$287,232
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$326,682
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$326,682
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$0
Asset value of US Government securities at end of year2011-12-31$166,577
Asset value of US Government securities at beginning of year2011-12-31$165,380
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-29,076
Net investment gain/loss from pooled separate accounts2011-12-31$-110,445
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$625,513
Employer contributions (assets) at end of year2011-12-31$550,410
Employer contributions (assets) at beginning of year2011-12-31$421,277
Income. Dividends from common stock2011-12-31$140,309
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$230,810
Asset. Corporate debt instrument debt (other) at end of year2011-12-31$160,121
Asset. Corporate debt instrument debt (other) at beginning of year2011-12-31$72,965
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$3,765,812
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$3,080,208
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31FRIEDMAN LLP
Accountancy firm EIN2011-12-31131610809
2010 : THE HADDAD ORGANIZATION, LTD. 401(K) PROFIT SHARING PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$299,293
Total unrealized appreciation/depreciation of assets2010-12-31$299,293
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$44,895
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$47,500
Total income from all sources (including contributions)2010-12-31$2,237,986
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$1,450,312
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,408,440
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,125,307
Value of total assets at end of year2010-12-31$12,332,770
Value of total assets at beginning of year2010-12-31$11,547,701
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$41,872
Total interest from all sources2010-12-31$43,749
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$81,767
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$41,212
Assets. Corporate prefeered stocks other than exployer securities at end of year2010-12-31$540,790
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2010-12-31$254,170
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$504,030
Participant contributions at end of year2010-12-31$40,855
Participant contributions at beginning of year2010-12-31$55,475
Participant contributions at end of year2010-12-31$0
Participant contributions at beginning of year2010-12-31$304
Assets. Other investments not covered elsewhere at end of year2010-12-31$1,796,087
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$1,954,077
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$3,121
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$4,463
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$44,895
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$47,500
Other income not declared elsewhere2010-12-31$78,661
Administrative expenses (other) incurred2010-12-31$660
Total non interest bearing cash at end of year2010-12-31$203,164
Total non interest bearing cash at beginning of year2010-12-31$55,460
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$787,674
Value of net assets at end of year (total assets less liabilities)2010-12-31$12,287,875
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$11,500,201
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$730,147
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$636,207
Value of interest in pooled separate accounts at end of year2010-12-31$4,952,094
Value of interest in pooled separate accounts at beginning of year2010-12-31$4,174,391
Interest on participant loans2010-12-31$2,964
Income. Interest from loans (other than to participants)2010-12-31$0
Interest earned on other investments2010-12-31$285
Income. Interest from US Government securities2010-12-31$16,473
Income. Interest from corporate debt instruments2010-12-31$21,026
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$326,682
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$1,796,908
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$1,796,908
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$3,001
Asset value of US Government securities at end of year2010-12-31$165,380
Asset value of US Government securities at beginning of year2010-12-31$309,410
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$90,264
Net investment gain/loss from pooled separate accounts2010-12-31$518,945
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31Yes
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$621,277
Employer contributions (assets) at end of year2010-12-31$421,277
Employer contributions (assets) at beginning of year2010-12-31$269,751
Income. Dividends from common stock2010-12-31$81,767
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,408,440
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$72,965
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$3,080,208
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$2,037,085
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31FRIEDMAN LLP
Accountancy firm EIN2010-12-31131610809

Form 5500 Responses for THE HADDAD ORGANIZATION, LTD. 401(K) PROFIT SHARING PLAN

2022: THE HADDAD ORGANIZATION, LTD. 401(K) PROFIT SHARING 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: THE HADDAD ORGANIZATION, LTD. 401(K) PROFIT SHARING 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: THE HADDAD ORGANIZATION, LTD. 401(K) PROFIT SHARING 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: THE HADDAD ORGANIZATION, LTD. 401(K) PROFIT SHARING 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: THE HADDAD ORGANIZATION, LTD. 401(K) PROFIT SHARING 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: THE HADDAD ORGANIZATION, LTD. 401(K) PROFIT SHARING 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 – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: THE HADDAD ORGANIZATION, LTD. 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
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 – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: THE HADDAD ORGANIZATION, LTD. 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: THE HADDAD ORGANIZATION, LTD. 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: THE HADDAD ORGANIZATION, LTD. 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: THE HADDAD ORGANIZATION, LTD. 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedYes
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: THE HADDAD ORGANIZATION, LTD. 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: THE HADDAD ORGANIZATION, LTD. 401(K) PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
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 – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: THE HADDAD ORGANIZATION, LTD. 401(K) PROFIT SHARING 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 – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberPLAN 1439A
Policy instance 3
Insurance contract or identification numberPLAN 1439A
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?1
Insurance broker organization code?4
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number860649
Policy instance 2
Insurance contract or identification number860649
Number of Individuals Covered651
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number82548
Policy instance 1
Insurance contract or identification number82548
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?1
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number82548
Policy instance 1
Insurance contract or identification number82548
Number of Individuals Covered9
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?1
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberPLAN 1439A
Policy instance 3
Insurance contract or identification numberPLAN 1439A
Number of Individuals Covered9
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?1
Insurance broker organization code?4
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number860649
Policy instance 2
Insurance contract or identification number860649
Number of Individuals Covered550
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number82548
Policy instance 1
Insurance contract or identification number82548
Number of Individuals Covered9
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?1
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberPLAN 1439A
Policy instance 4
Insurance contract or identification numberPLAN 1439A
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?1
Insurance broker organization code?4
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberPLAN 1439
Policy instance 2
Insurance contract or identification numberPLAN 1439
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number860649
Policy instance 3
Insurance contract or identification number860649
Number of Individuals Covered588
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number82548
Policy instance 1
Insurance contract or identification number82548
Number of Individuals Covered9
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number860649
Policy instance 3
Insurance contract or identification number860649
Number of Individuals Covered524
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberPLAN 1439
Policy instance 2
Insurance contract or identification numberPLAN 1439
Number of Individuals Covered42
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?1
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberPLAN 1439A
Policy instance 4
Insurance contract or identification numberPLAN 1439A
Number of Individuals Covered9
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?1
Insurance broker organization code?4
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number860649
Policy instance 3
Insurance contract or identification number860649
Number of Individuals Covered456
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number82548
Policy instance 1
Insurance contract or identification number82548
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?1
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberPLAN 1439
Policy instance 2
Insurance contract or identification numberPLAN 1439
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?1
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberPLAN 1439A
Policy instance 4
Insurance contract or identification numberPLAN 1439A
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?1
Insurance broker organization code?4
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number82548
Policy instance 1
Insurance contract or identification number82548
Number of Individuals Covered11
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number860649
Policy instance 2
Insurance contract or identification number860649
Number of Individuals Covered420
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberPLAN 1439A
Policy instance 4
Insurance contract or identification numberPLAN 1439A
Number of Individuals Covered11
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?1
Insurance broker organization code?4
Insurance broker nameSTEPHEN L GROSSMAN
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberPLAN 1439
Policy instance 3
Insurance contract or identification numberPLAN 1439
Number of Individuals Covered44
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?1
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberPLAN 1439A
Policy instance 4
Insurance contract or identification numberPLAN 1439A
Number of Individuals Covered12
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Insurance broker organization code?4
Insurance broker nameSTEPHEN L GROSSMAN
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number83177
Policy instance 3
Insurance contract or identification number83177
Number of Individuals Covered0
Insurance policy start date2015-01-01
Insurance policy end date2015-11-30
Total amount of commissions paid to insurance brokerUSD $31,805
Total amount of fees paid to insurance companyUSD $475
Commission paid to Insurance BrokerUSD $4,897
Insurance broker organization code?4
Amount paid for insurance broker fees475
Additional information about fees paid to insurance brokerTPA DISTRIBUTION FEES
Insurance broker nameLPL FINANCIAL CORPORATION
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberPLAN 1439
Policy instance 2
Insurance contract or identification numberPLAN 1439
Number of Individuals Covered44
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $26
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Commission paid to Insurance BrokerUSD $13
Insurance broker organization code?3
Insurance broker nameELLIOT H WINSTON
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number82548
Policy instance 1
Insurance contract or identification number82548
Number of Individuals Covered11
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberPLAN 1439A
Policy instance 4
Insurance contract or identification numberPLAN 1439A
Number of Individuals Covered12
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Commission paid to Insurance BrokerUSD $0
Insurance broker organization code?4
Insurance broker nameSTEPHEN L GROSSMAN
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberPLAN 1439
Policy instance 2
Insurance contract or identification numberPLAN 1439
Number of Individuals Covered44
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $419
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Commission paid to Insurance BrokerUSD $405
Insurance broker organization code?3
Insurance broker nameELLIOT H WINSTON
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number82548
Policy instance 1
Insurance contract or identification number82548
Number of Individuals Covered11
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number83177
Policy instance 3
Insurance contract or identification number83177
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $34,479
Total amount of fees paid to insurance companyUSD $320
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $26,584
Insurance broker organization code?4
Amount paid for insurance broker fees320
Additional information about fees paid to insurance brokerDISTRIBUTION PROCESSING FEES
Insurance broker nameE.R.I.S.A., INC.
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberPLAN 1439
Policy instance 2
Insurance contract or identification numberPLAN 1439
Number of Individuals Covered112
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $418
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Welfare Benefit Premiums Paid to CarrierUSD $0
Commission paid to Insurance BrokerUSD $405
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameELLIOT H WINSTON
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number82548
Policy instance 1
Insurance contract or identification number82548
Number of Individuals Covered11
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameSTEPHEN L GROSSMAN
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number83177
Policy instance 3
Insurance contract or identification number83177
Number of Individuals Covered306
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $25,317
Total amount of fees paid to insurance companyUSD $340
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $22,157
Amount paid for insurance broker fees0
Insurance broker organization code?4
Insurance broker nameE.R.I.S.A., INC.
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberPLAN 1439A
Policy instance 4
Insurance contract or identification numberPLAN 1439A
Number of Individuals Covered49
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Welfare Benefit Premiums Paid to CarrierUSD $0
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameMICHAEL A BOOK
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number83177
Policy instance 3
Insurance contract or identification number83177
Number of Individuals Covered286
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $21,454
Total amount of fees paid to insurance companyUSD $325
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $18,764
Insurance broker organization code?4
Amount paid for insurance broker fees325
Additional information about fees paid to insurance broker`
Insurance broker nameE.R.I.S.A., INC.
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberPLAN 1439
Policy instance 2
Insurance contract or identification numberPLAN 1439
Number of Individuals Covered47
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $418
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Welfare Benefit Premiums Paid to CarrierUSD $0
Commission paid to Insurance BrokerUSD $404
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameMICHAEL A BOOK
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberPLAN 1439A
Policy instance 4
Insurance contract or identification numberPLAN 1439A
Number of Individuals Covered13
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Welfare Benefit Premiums Paid to CarrierUSD $0
Commission paid to Insurance BrokerUSD $0
Insurance broker organization code?3
Insurance broker nameMICHAEL A BOOK
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number82548
Policy instance 1
Insurance contract or identification number82548
Number of Individuals Covered12
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Welfare Benefit Premiums Paid to CarrierUSD $0
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameSTEPHEN L GROSSMAN
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberPLAN 1439
Policy instance 4
Insurance contract or identification numberPLAN 1439
Number of Individuals Covered47
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $418
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberPLAN 1439A
Policy instance 1
Insurance contract or identification numberPLAN 1439A
Number of Individuals Covered13
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberPLAN 82548
Policy instance 2
Insurance contract or identification numberPLAN 82548
Number of Individuals Covered12
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number83177
Policy instance 3
Insurance contract or identification number83177
Number of Individuals Covered276
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $18,964
Total amount of fees paid to insurance companyUSD $315
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberPLAN 1439A
Policy instance 1
Insurance contract or identification numberPLAN 1439A
Number of Individuals Covered17
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberPLAN 82548
Policy instance 2
Insurance contract or identification numberPLAN 82548
Number of Individuals Covered13
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $36
Are there contracts with allocated funds for individual policies?Yes
Commission paid to Insurance BrokerUSD $36
Insurance broker organization code?3
Insurance broker nameHOWARD B COWAN
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberPLAN 1439
Policy instance 4
Insurance contract or identification numberPLAN 1439
Number of Individuals Covered55
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $492
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Commission paid to Insurance BrokerUSD $1
Insurance broker organization code?3
Insurance broker nameELLIOT H WINSTON
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number83177
Policy instance 3
Insurance contract or identification number83177
Number of Individuals Covered270
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $16,044
Total amount of fees paid to insurance companyUSD $820
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $13,933
Insurance broker organization code?4
Amount paid for insurance broker fees820
Insurance broker nameE.R.I.S.A., INC.

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