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ROBERT J. HANAFIN, INC. RETIREMENT PLAN 401k Plan overview

Plan NameROBERT J. HANAFIN, INC. RETIREMENT PLAN
Plan identification number 003

ROBERT J. HANAFIN, INC. RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • 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.
  • Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

ROBERT J. HANAFIN, INC. has sponsored the creation of one or more 401k plans.

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.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROBERT J. HANAFIN, INC. RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032013-10-01BARBARA NEVILLE
0032012-10-01BARBARA NEVILLE
0032011-10-01BARBARA NEVILLE
0032009-10-01BARBARA NEVILLE
0032007-10-01BARBARA NEVILLE

Plan Statistics for ROBERT J. HANAFIN, INC. RETIREMENT PLAN

401k plan membership statisitcs for ROBERT J. HANAFIN, INC. RETIREMENT PLAN

Measure Date Value
2013: ROBERT J. HANAFIN, INC. RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-10-0130
Total number of active participants reported on line 7a of the Form 55002013-10-0121
Number of retired or separated participants receiving benefits2013-10-010
Number of other retired or separated participants entitled to future benefits2013-10-018
Total of all active and inactive participants2013-10-0129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-10-010
Total participants2013-10-0129
Number of participants with account balances2013-10-0129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-10-010
2012: ROBERT J. HANAFIN, INC. RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-10-0131
Total number of active participants reported on line 7a of the Form 55002012-10-0122
Number of retired or separated participants receiving benefits2012-10-010
Number of other retired or separated participants entitled to future benefits2012-10-0110
Total of all active and inactive participants2012-10-0132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-10-010
Total participants2012-10-0132
Number of participants with account balances2012-10-0122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-10-010
2011: ROBERT J. HANAFIN, INC. RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-10-0132
Total number of active participants reported on line 7a of the Form 55002011-10-0123
Number of retired or separated participants receiving benefits2011-10-010
Number of other retired or separated participants entitled to future benefits2011-10-019
Total of all active and inactive participants2011-10-0132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-10-010
Total participants2011-10-0132
Number of participants with account balances2011-10-0123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-10-010
2009: ROBERT J. HANAFIN, INC. RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-10-0148
Total number of active participants reported on line 7a of the Form 55002009-10-0139
Number of retired or separated participants receiving benefits2009-10-010
Number of other retired or separated participants entitled to future benefits2009-10-017
Total of all active and inactive participants2009-10-0146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-10-010
Total participants2009-10-0146
Number of participants with account balances2009-10-0146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-10-010
2007: ROBERT J. HANAFIN, INC. RETIREMENT PLAN 2007 401k membership
Total participants, beginning-of-year2007-10-0139
Total number of active participants reported on line 7a of the Form 55002007-10-0134
Number of retired or separated participants receiving benefits2007-10-010
Number of other retired or separated participants entitled to future benefits2007-10-0110
Total of all active and inactive participants2007-10-0144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2007-10-010
Total participants2007-10-0144
Number of participants with account balances2007-10-0144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2007-10-011

Financial Data on ROBERT J. HANAFIN, INC. RETIREMENT PLAN

Measure Date Value
2014 : ROBERT J. HANAFIN, INC. RETIREMENT PLAN 2014 401k financial data
Transfers to/from the plan2014-09-30$420
Total income from all sources2014-09-30$399,732
Expenses. Total of all expenses incurred2014-09-30$94,111
Benefits paid (including direct rollovers)2014-09-30$93,736
Total plan assets at end of year2014-09-30$3,368,133
Total plan assets at beginning of year2014-09-30$3,062,092
Value of fidelity bond covering the plan2014-09-30$1,000,000
Total contributions received or receivable from participants2014-09-30$105,443
Expenses. Other expenses not covered elsewhere2014-09-30$375
Contributions received from other sources (not participants or employers)2014-09-30$0
Other income received2014-09-30$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 loans2014-09-30$107,391
Total contributions received or receivable from employer(s)2014-09-30$38,918
Value of certain deemed distributions of participant loans2014-09-30$0
Value of corrective distributions2014-09-30$0
Funding deficiency by the employer to the plan for this plan year2014-09-30$0
Minimum employer required contribution for this plan year2014-09-30$0
Amount contributed by the employer to the plan for this plan year2014-09-30$0
2013 : ROBERT J. HANAFIN, INC. RETIREMENT PLAN 2013 401k financial data
Transfers to/from the plan2013-09-30$0
Total income from all sources2013-09-30$429,709
Expenses. Total of all expenses incurred2013-09-30$226,943
Benefits paid (including direct rollovers)2013-09-30$226,543
Total plan assets at end of year2013-09-30$3,062,092
Total plan assets at beginning of year2013-09-30$2,859,326
Value of fidelity bond covering the plan2013-09-30$1,000,000
Total contributions received or receivable from participants2013-09-30$100,689
Expenses. Other expenses not covered elsewhere2013-09-30$400
Contributions received from other sources (not participants or employers)2013-09-30$0
Other income received2013-09-30$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 loans2013-09-30$153,176
Total contributions received or receivable from employer(s)2013-09-30$39,330
Value of certain deemed distributions of participant loans2013-09-30$0
Value of corrective distributions2013-09-30$0
Funding deficiency by the employer to the plan for this plan year2013-09-30$0
Minimum employer required contribution for this plan year2013-09-30$0
Amount contributed by the employer to the plan for this plan year2013-09-30$0
2012 : ROBERT J. HANAFIN, INC. RETIREMENT PLAN 2012 401k financial data
Transfers to/from the plan2012-09-30$0
Total income from all sources2012-09-30$538,312
Expenses. Total of all expenses incurred2012-09-30$412,321
Benefits paid (including direct rollovers)2012-09-30$411,946
Total plan assets at end of year2012-09-30$2,859,326
Total plan assets at beginning of year2012-09-30$2,733,335
Value of fidelity bond covering the plan2012-09-30$1,000,000
Total contributions received or receivable from participants2012-09-30$104,299
Expenses. Other expenses not covered elsewhere2012-09-30$375
Contributions received from other sources (not participants or employers)2012-09-30$0
Other income received2012-09-30$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 loans2012-09-30$163,687
Total contributions received or receivable from employer(s)2012-09-30$42,130
Value of certain deemed distributions of participant loans2012-09-30$0
Value of corrective distributions2012-09-30$0
Funding deficiency by the employer to the plan for this plan year2012-09-30$0
Minimum employer required contribution for this plan year2012-09-30$0
Amount contributed by the employer to the plan for this plan year2012-09-30$0
2011 : ROBERT J. HANAFIN, INC. RETIREMENT PLAN 2011 401k financial data
Transfers to/from the plan2011-09-30$-766,049
Total income from all sources2011-09-30$170,417
Expenses. Total of all expenses incurred2011-09-30$416,685
Benefits paid (including direct rollovers)2011-09-30$416,260
Total plan assets at end of year2011-09-30$2,733,335
Total plan assets at beginning of year2011-09-30$3,745,652
Value of fidelity bond covering the plan2011-09-30$1,000,000
Total contributions received or receivable from participants2011-09-30$129,527
Expenses. Other expenses not covered elsewhere2011-09-30$425
Contributions received from other sources (not participants or employers)2011-09-30$0
Other income received2011-09-30$-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 loans2011-09-30$126,821
Total contributions received or receivable from employer(s)2011-09-30$53,989
Value of certain deemed distributions of participant loans2011-09-30$0
Value of corrective distributions2011-09-30$0
Funding deficiency by the employer to the plan for this plan year2011-09-30$0
Minimum employer required contribution for this plan year2011-09-30$0
Amount contributed by the employer to the plan for this plan year2011-09-30$0
2010 : ROBERT J. HANAFIN, INC. RETIREMENT PLAN 2010 401k financial data
Funding deficiency by the employer to the plan for this plan year2010-09-30$0
Minimum employer required contribution for this plan year2010-09-30$0
Amount contributed by the employer to the plan for this plan year2010-09-30$0
2008 : ROBERT J. HANAFIN, INC. RETIREMENT PLAN 2008 401k financial data
Funding deficiency by the employer to the plan for this plan year2008-09-30$0
Minimum employer required contribution for this plan year2008-09-30$0
Amount contributed by the employer to the plan for this plan year2008-09-30$0

Form 5500 Responses for ROBERT J. HANAFIN, INC. RETIREMENT PLAN

2013: ROBERT J. HANAFIN, INC. RETIREMENT PLAN 2013 form 5500 responses
2013-10-01Type of plan entitySingle employer plan
2013-10-01Submission has been amendedNo
2013-10-01This submission is the final filingNo
2013-10-01This return/report is a short plan year return/report (less than 12 months)No
2013-10-01Plan is a collectively bargained planNo
2013-10-01Plan funding arrangement – InsuranceYes
2013-10-01Plan funding arrangement – TrustYes
2013-10-01Plan benefit arrangement – InsuranceYes
2012: ROBERT J. HANAFIN, INC. RETIREMENT PLAN 2012 form 5500 responses
2012-10-01Type of plan entitySingle employer plan
2012-10-01Submission has been amendedNo
2012-10-01This submission is the final filingNo
2012-10-01This return/report is a short plan year return/report (less than 12 months)No
2012-10-01Plan is a collectively bargained planNo
2012-10-01Plan funding arrangement – InsuranceYes
2012-10-01Plan funding arrangement – TrustYes
2012-10-01Plan benefit arrangement – InsuranceYes
2011: ROBERT J. HANAFIN, INC. RETIREMENT PLAN 2011 form 5500 responses
2011-10-01Type of plan entitySingle employer plan
2011-10-01Submission has been amendedNo
2011-10-01This submission is the final filingNo
2011-10-01This return/report is a short plan year return/report (less than 12 months)No
2011-10-01Plan is a collectively bargained planNo
2011-10-01Plan funding arrangement – InsuranceYes
2011-10-01Plan funding arrangement – TrustYes
2011-10-01Plan benefit arrangement – InsuranceYes
2009: ROBERT J. HANAFIN, INC. RETIREMENT PLAN 2009 form 5500 responses
2009-10-01Type of plan entitySingle employer plan
2009-10-01Submission has been amendedNo
2009-10-01This submission is the final filingNo
2009-10-01This return/report is a short plan year return/report (less than 12 months)No
2009-10-01Plan is a collectively bargained planNo
2009-10-01Plan funding arrangement – InsuranceYes
2009-10-01Plan funding arrangement – TrustYes
2009-10-01Plan benefit arrangement – InsuranceYes
2007: ROBERT J. HANAFIN, INC. RETIREMENT PLAN 2007 form 5500 responses
2007-10-01Type of plan entitySingle employer plan
2007-10-01Submission has been amendedNo
2007-10-01This submission is the final filingNo
2007-10-01This return/report is a short plan year return/report (less than 12 months)No
2007-10-01Plan is a collectively bargained planNo
2007-10-01Plan funding arrangement – InsuranceYes
2007-10-01Plan funding arrangement – TrustYes
2007-10-01Plan benefit arrangement – InsuranceYes

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