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Plan Name | ROBERT J. HANAFIN, INC. RETIREMENT PLAN |
Plan identification number | 003 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
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Company Name: | ROBERT J. HANAFIN, INC. |
Employer identification number (EIN): | 150517253 |
NAIC Classification: | 524210 |
NAIC Description: | Insurance Agencies and Brokerages |
Additional information about ROBERT J. HANAFIN, INC.
Jurisdiction of Incorporation: | New York Department of State |
Incorporation Date: | 1947-09-30 |
Company Identification Number: | 80594 |
Legal Registered Office Address: |
204 WASHINGTON AVENUE Broome ENDICOTT United States of America (USA) 13760 |
More information about ROBERT J. HANAFIN, INC.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
003 | 2013-10-01 | BARBARA NEVILLE | |||
003 | 2012-10-01 | BARBARA NEVILLE | |||
003 | 2011-10-01 | BARBARA NEVILLE | |||
003 | 2009-10-01 | BARBARA NEVILLE | |||
003 | 2007-10-01 | BARBARA NEVILLE |
Measure | Date | Value |
---|---|---|
2013: ROBERT J. HANAFIN, INC. RETIREMENT PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-10-01 | 30 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-10-01 | 21 |
Number of retired or separated participants receiving benefits | 2013-10-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-10-01 | 8 |
Total of all active and inactive participants | 2013-10-01 | 29 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-10-01 | 0 |
Total participants | 2013-10-01 | 29 |
Number of participants with account balances | 2013-10-01 | 29 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-10-01 | 0 |
2012: ROBERT J. HANAFIN, INC. RETIREMENT PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-10-01 | 31 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-10-01 | 22 |
Number of retired or separated participants receiving benefits | 2012-10-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-10-01 | 10 |
Total of all active and inactive participants | 2012-10-01 | 32 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-10-01 | 0 |
Total participants | 2012-10-01 | 32 |
Number of participants with account balances | 2012-10-01 | 22 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-10-01 | 0 |
2011: ROBERT J. HANAFIN, INC. RETIREMENT PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-10-01 | 32 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-10-01 | 23 |
Number of retired or separated participants receiving benefits | 2011-10-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-10-01 | 9 |
Total of all active and inactive participants | 2011-10-01 | 32 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-10-01 | 0 |
Total participants | 2011-10-01 | 32 |
Number of participants with account balances | 2011-10-01 | 23 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-10-01 | 0 |
2009: ROBERT J. HANAFIN, INC. RETIREMENT PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-10-01 | 48 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-10-01 | 39 |
Number of retired or separated participants receiving benefits | 2009-10-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-10-01 | 7 |
Total of all active and inactive participants | 2009-10-01 | 46 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-10-01 | 0 |
Total participants | 2009-10-01 | 46 |
Number of participants with account balances | 2009-10-01 | 46 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-10-01 | 0 |
2007: ROBERT J. HANAFIN, INC. RETIREMENT PLAN 2007 401k membership | ||
Total participants, beginning-of-year | 2007-10-01 | 39 |
Total number of active participants reported on line 7a of the Form 5500 | 2007-10-01 | 34 |
Number of retired or separated participants receiving benefits | 2007-10-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2007-10-01 | 10 |
Total of all active and inactive participants | 2007-10-01 | 44 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2007-10-01 | 0 |
Total participants | 2007-10-01 | 44 |
Number of participants with account balances | 2007-10-01 | 44 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2007-10-01 | 1 |
Measure | Date | Value |
---|---|---|
2014 : ROBERT J. HANAFIN, INC. RETIREMENT PLAN 2014 401k financial data | ||
Transfers to/from the plan | 2014-09-30 | $420 |
Total income from all sources | 2014-09-30 | $399,732 |
Expenses. Total of all expenses incurred | 2014-09-30 | $94,111 |
Benefits paid (including direct rollovers) | 2014-09-30 | $93,736 |
Total plan assets at end of year | 2014-09-30 | $3,368,133 |
Total plan assets at beginning of year | 2014-09-30 | $3,062,092 |
Value of fidelity bond covering the plan | 2014-09-30 | $1,000,000 |
Total contributions received or receivable from participants | 2014-09-30 | $105,443 |
Expenses. Other expenses not covered elsewhere | 2014-09-30 | $375 |
Contributions received from other sources (not participants or employers) | 2014-09-30 | $0 |
Other income received | 2014-09-30 | $255,371 |
Net income (gross income less expenses) | 2014-09-30 | $305,621 |
Net plan assets at end of year (total assets less liabilities) | 2014-09-30 | $3,368,133 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-09-30 | $3,062,092 |
Assets. Value of participant loans | 2014-09-30 | $107,391 |
Total contributions received or receivable from employer(s) | 2014-09-30 | $38,918 |
Value of certain deemed distributions of participant loans | 2014-09-30 | $0 |
Value of corrective distributions | 2014-09-30 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2014-09-30 | $0 |
Minimum employer required contribution for this plan year | 2014-09-30 | $0 |
Amount contributed by the employer to the plan for this plan year | 2014-09-30 | $0 |
2013 : ROBERT J. HANAFIN, INC. RETIREMENT PLAN 2013 401k financial data | ||
Transfers to/from the plan | 2013-09-30 | $0 |
Total income from all sources | 2013-09-30 | $429,709 |
Expenses. Total of all expenses incurred | 2013-09-30 | $226,943 |
Benefits paid (including direct rollovers) | 2013-09-30 | $226,543 |
Total plan assets at end of year | 2013-09-30 | $3,062,092 |
Total plan assets at beginning of year | 2013-09-30 | $2,859,326 |
Value of fidelity bond covering the plan | 2013-09-30 | $1,000,000 |
Total contributions received or receivable from participants | 2013-09-30 | $100,689 |
Expenses. Other expenses not covered elsewhere | 2013-09-30 | $400 |
Contributions received from other sources (not participants or employers) | 2013-09-30 | $0 |
Other income received | 2013-09-30 | $289,690 |
Net income (gross income less expenses) | 2013-09-30 | $202,766 |
Net plan assets at end of year (total assets less liabilities) | 2013-09-30 | $3,062,092 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-09-30 | $2,859,326 |
Assets. Value of participant loans | 2013-09-30 | $153,176 |
Total contributions received or receivable from employer(s) | 2013-09-30 | $39,330 |
Value of certain deemed distributions of participant loans | 2013-09-30 | $0 |
Value of corrective distributions | 2013-09-30 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2013-09-30 | $0 |
Minimum employer required contribution for this plan year | 2013-09-30 | $0 |
Amount contributed by the employer to the plan for this plan year | 2013-09-30 | $0 |
2012 : ROBERT J. HANAFIN, INC. RETIREMENT PLAN 2012 401k financial data | ||
Transfers to/from the plan | 2012-09-30 | $0 |
Total income from all sources | 2012-09-30 | $538,312 |
Expenses. Total of all expenses incurred | 2012-09-30 | $412,321 |
Benefits paid (including direct rollovers) | 2012-09-30 | $411,946 |
Total plan assets at end of year | 2012-09-30 | $2,859,326 |
Total plan assets at beginning of year | 2012-09-30 | $2,733,335 |
Value of fidelity bond covering the plan | 2012-09-30 | $1,000,000 |
Total contributions received or receivable from participants | 2012-09-30 | $104,299 |
Expenses. Other expenses not covered elsewhere | 2012-09-30 | $375 |
Contributions received from other sources (not participants or employers) | 2012-09-30 | $0 |
Other income received | 2012-09-30 | $391,883 |
Net income (gross income less expenses) | 2012-09-30 | $125,991 |
Net plan assets at end of year (total assets less liabilities) | 2012-09-30 | $2,859,326 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-09-30 | $2,733,335 |
Assets. Value of participant loans | 2012-09-30 | $163,687 |
Total contributions received or receivable from employer(s) | 2012-09-30 | $42,130 |
Value of certain deemed distributions of participant loans | 2012-09-30 | $0 |
Value of corrective distributions | 2012-09-30 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2012-09-30 | $0 |
Minimum employer required contribution for this plan year | 2012-09-30 | $0 |
Amount contributed by the employer to the plan for this plan year | 2012-09-30 | $0 |
2011 : ROBERT J. HANAFIN, INC. RETIREMENT PLAN 2011 401k financial data | ||
Transfers to/from the plan | 2011-09-30 | $-766,049 |
Total income from all sources | 2011-09-30 | $170,417 |
Expenses. Total of all expenses incurred | 2011-09-30 | $416,685 |
Benefits paid (including direct rollovers) | 2011-09-30 | $416,260 |
Total plan assets at end of year | 2011-09-30 | $2,733,335 |
Total plan assets at beginning of year | 2011-09-30 | $3,745,652 |
Value of fidelity bond covering the plan | 2011-09-30 | $1,000,000 |
Total contributions received or receivable from participants | 2011-09-30 | $129,527 |
Expenses. Other expenses not covered elsewhere | 2011-09-30 | $425 |
Contributions received from other sources (not participants or employers) | 2011-09-30 | $0 |
Other income received | 2011-09-30 | $-13,099 |
Net income (gross income less expenses) | 2011-09-30 | $-246,268 |
Net plan assets at end of year (total assets less liabilities) | 2011-09-30 | $2,733,335 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-09-30 | $3,745,652 |
Assets. Value of participant loans | 2011-09-30 | $126,821 |
Total contributions received or receivable from employer(s) | 2011-09-30 | $53,989 |
Value of certain deemed distributions of participant loans | 2011-09-30 | $0 |
Value of corrective distributions | 2011-09-30 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2011-09-30 | $0 |
Minimum employer required contribution for this plan year | 2011-09-30 | $0 |
Amount contributed by the employer to the plan for this plan year | 2011-09-30 | $0 |
2010 : ROBERT J. HANAFIN, INC. RETIREMENT PLAN 2010 401k financial data | ||
Funding deficiency by the employer to the plan for this plan year | 2010-09-30 | $0 |
Minimum employer required contribution for this plan year | 2010-09-30 | $0 |
Amount contributed by the employer to the plan for this plan year | 2010-09-30 | $0 |
2008 : ROBERT J. HANAFIN, INC. RETIREMENT PLAN 2008 401k financial data | ||
Funding deficiency by the employer to the plan for this plan year | 2008-09-30 | $0 |
Minimum employer required contribution for this plan year | 2008-09-30 | $0 |
Amount contributed by the employer to the plan for this plan year | 2008-09-30 | $0 |
2013: ROBERT J. HANAFIN, INC. RETIREMENT PLAN 2013 form 5500 responses | ||
---|---|---|
2013-10-01 | Type of plan entity | Single employer plan |
2013-10-01 | Submission has been amended | No |
2013-10-01 | This submission is the final filing | No |
2013-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-10-01 | Plan is a collectively bargained plan | No |
2013-10-01 | Plan funding arrangement – Insurance | Yes |
2013-10-01 | Plan funding arrangement – Trust | Yes |
2013-10-01 | Plan benefit arrangement – Insurance | Yes |
2012: ROBERT J. HANAFIN, INC. RETIREMENT PLAN 2012 form 5500 responses | ||
2012-10-01 | Type of plan entity | Single employer plan |
2012-10-01 | Submission has been amended | No |
2012-10-01 | This submission is the final filing | No |
2012-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-10-01 | Plan is a collectively bargained plan | No |
2012-10-01 | Plan funding arrangement – Insurance | Yes |
2012-10-01 | Plan funding arrangement – Trust | Yes |
2012-10-01 | Plan benefit arrangement – Insurance | Yes |
2011: ROBERT J. HANAFIN, INC. RETIREMENT PLAN 2011 form 5500 responses | ||
2011-10-01 | Type of plan entity | Single employer plan |
2011-10-01 | Submission has been amended | No |
2011-10-01 | This submission is the final filing | No |
2011-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-10-01 | Plan is a collectively bargained plan | No |
2011-10-01 | Plan funding arrangement – Insurance | Yes |
2011-10-01 | Plan funding arrangement – Trust | Yes |
2011-10-01 | Plan benefit arrangement – Insurance | Yes |
2009: ROBERT J. HANAFIN, INC. RETIREMENT PLAN 2009 form 5500 responses | ||
2009-10-01 | Type of plan entity | Single employer plan |
2009-10-01 | Submission has been amended | No |
2009-10-01 | This submission is the final filing | No |
2009-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-10-01 | Plan is a collectively bargained plan | No |
2009-10-01 | Plan funding arrangement – Insurance | Yes |
2009-10-01 | Plan funding arrangement – Trust | Yes |
2009-10-01 | Plan benefit arrangement – Insurance | Yes |
2007: ROBERT J. HANAFIN, INC. RETIREMENT PLAN 2007 form 5500 responses | ||
2007-10-01 | Type of plan entity | Single employer plan |
2007-10-01 | Submission has been amended | No |
2007-10-01 | This submission is the final filing | No |
2007-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2007-10-01 | Plan is a collectively bargained plan | No |
2007-10-01 | Plan funding arrangement – Insurance | Yes |
2007-10-01 | Plan funding arrangement – Trust | Yes |
2007-10-01 | Plan benefit arrangement – Insurance | Yes |