| Plan Name | CHARLES J. HUSTED, INC. 401(K) PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| Company Name: | CHARLES J. HUSTED, INC. |
| Employer identification number (EIN): | 160977743 |
| NAIC Classification: | 812990 |
| NAIC Description: | All Other Personal Services |
Additional information about CHARLES J. HUSTED, INC.
| Jurisdiction of Incorporation: | New York Department of State |
| Incorporation Date: | 1970-05-22 |
| Company Identification Number: | 231812 |
| Legal Registered Office Address: |
PO BOX 134/ 120 CHURCH ST Chenango MT UPTON United States of America (USA) 138090134 |
More information about CHARLES J. HUSTED, INC.
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2023-01-01 | ||||
| 001 | 2022-01-01 | IAN ROOD | 2023-10-10 | ||
| 001 | 2021-01-01 | ||||
| 001 | 2020-01-01 | ||||
| 001 | 2019-01-01 | ||||
| 001 | 2019-01-01 | ||||
| 001 | 2018-01-01 | ||||
| 001 | 2018-01-01 | ||||
| 001 | 2017-01-01 | ||||
| 001 | 2016-01-01 | ||||
| 001 | 2015-01-01 | ||||
| 001 | 2014-01-01 | ||||
| 001 | 2014-01-01 | PENNY HUSTED | 2015-10-01 | ||
| 001 | 2013-01-01 | PENNY HUSTED | 2014-10-15 | ||
| 001 | 2012-01-01 | PENNY HUSTED | |||
| 001 | 2012-01-01 | PENNY HUSTED | |||
| 001 | 2011-01-01 | CHARLES J. HUSTED | |||
| 001 | 2010-01-01 | CHARLES HUSTED | |||
| 001 | 2009-01-01 | PENNY |
| Measure | Date | Value |
|---|---|---|
| 2025 : CHARLES J. HUSTED, INC. 401(K) PLAN 2025 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2025-07-08 | 81716 |
| Net assets as of the end of the plan year | 2025-07-08 | 2812019 |
| Total assets as of the beginning of the plan year | 2025-07-08 | 2122083 |
| Value of plan covered by a fidelity bond | 2025-07-08 | 213000 |
| Participant contributions to plan in this plan year | 2025-07-08 | 315551 |
| Value of participant loans at end of plan year | 2025-07-08 | 17764 |
| Other income to plan in this plan year | 2025-07-08 | 240528 |
| Plan net income in this plan year | 2025-07-08 | 689936 |
| Net assets as of the end of the plan year | 2025-07-08 | 2812019 |
| Net assets as of the beginning of the plan year | 2025-07-08 | 2122083 |
| Employer contributions to plan in this plan year | 2025-07-08 | 215573 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-07-08 | 18293 |
| 2024 : CHARLES J. HUSTED, INC. 401(K) PLAN 2024 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2024-10-10 | 168071 |
| Net assets as of the end of the plan year | 2024-10-10 | 2124353 |
| Total assets as of the beginning of the plan year | 2024-10-10 | 1549565 |
| Value of plan covered by a fidelity bond | 2024-10-10 | 200000 |
| Participant contributions to plan in this plan year | 2024-10-10 | 265794 |
| Value of participant loans at end of plan year | 2024-10-10 | 10583 |
| Other expenses paid from plan in this plan year | 2024-10-10 | 914 |
| Other contributions to plan in this plan year | 2024-10-10 | 15655 |
| Other income to plan in this plan year | 2024-10-10 | 260797 |
| Plan net income in this plan year | 2024-10-10 | 574788 |
| Net assets as of the end of the plan year | 2024-10-10 | 2124353 |
| Net assets as of the beginning of the plan year | 2024-10-10 | 1549565 |
| Employer contributions to plan in this plan year | 2024-10-10 | 200613 |
| Fees paid to broker by Benefit Provider | 2024-10-10 | 9380 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-10-10 | 18764 |
| 2022 : CHARLES J. HUSTED, INC. 401(K) PLAN 2022 401k financial data | ||
| Total transfers to/from plan in this plan year | 2022-08-25 | 0 |
| Total liabilities as of the end of the plan year | 2022-08-25 | 0 |
| Total liabilities as of the beginning of the plan year | 2022-08-25 | 0 |
| Total expenses incurred by plan in this plan year | 2022-08-25 | 731997 |
| Net assets as of the end of the plan year | 2022-08-25 | 1474621 |
| Total assets as of the beginning of the plan year | 2022-08-25 | 1820979 |
| Value of plan covered by a fidelity bond | 2022-08-25 | 200000 |
| Participant contributions to plan in this plan year | 2022-08-25 | 158409 |
| Value of participant loans at end of plan year | 2022-08-25 | 51655 |
| Other expenses paid from plan in this plan year | 2022-08-25 | 0 |
| Other contributions to plan in this plan year | 2022-08-25 | 0 |
| Other income to plan in this plan year | 2022-08-25 | 178270 |
| Plan net income in this plan year | 2022-08-25 | -346358 |
| Net assets as of the end of the plan year | 2022-08-25 | 1474621 |
| Net assets as of the beginning of the plan year | 2022-08-25 | 1820979 |
| Employer contributions to plan in this plan year | 2022-08-25 | 48960 |
| Fees paid to broker by Benefit Provider | 2022-08-25 | 8709 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-08-25 | 0 |
| 2012 : CHARLES J. HUSTED, INC. 401(K) PLAN 2012 401k financial data | ||
| Transfers to/from the plan | 2012-12-31 | $0 |
| Total plan liabilities at end of year | 2012-12-31 | $0 |
| Total plan liabilities at beginning of year | 2012-12-31 | $0 |
| Total income from all sources | 2012-12-31 | $117,053 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $43,123 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $43,123 |
| Total plan assets at end of year | 2012-12-31 | $841,330 |
| Total plan assets at beginning of year | 2012-12-31 | $768,298 |
| Value of fidelity bond covering the plan | 2012-12-31 | $50,000 |
| Assets. Value of tangible personal property | 2012-12-31 | $0 |
| Total contributions received or receivable from participants | 2012-12-31 | $55,431 |
| Assets. Value of loans (other than to participants) | 2012-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2012-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2012-12-31 | $0 |
| Other income received | 2012-12-31 | $36,783 |
| Noncash contributions received | 2012-12-31 | $0 |
| Net income (gross income less expenses) | 2012-12-31 | $73,930 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $841,330 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $768,298 |
| Assets. Value of participant loans | 2012-12-31 | $25,962 |
| Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year | 2012-12-31 | $0 |
| Value of leases to which the plan was a party in default or classified as uncollectible during the plan year | 2012-12-31 | $0 |
| Assets. Value of assets in partnership/joint-venture interests | 2012-12-31 | $0 |
| Assets. Value of real-estate (other than employer real property) | 2012-12-31 | $0 |
| Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2012-12-31 | $0 |
| Assets. Value of employer securities | 2012-12-31 | $0 |
| Assets. Value of employer real property | 2012-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $24,839 |
| Value of certain deemed distributions of participant loans | 2012-12-31 | $0 |
| Value of corrective distributions | 2012-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $0 |
| Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers | 2012-12-31 | 0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $43,123 |
| 2011 : CHARLES J. HUSTED, INC. 401(K) PLAN 2011 401k financial data | ||
| Transfers to/from the plan | 2011-12-31 | $0 |
| Total plan liabilities at end of year | 2011-12-31 | $0 |
| Total plan liabilities at beginning of year | 2011-12-31 | $0 |
| Total income from all sources | 2011-12-31 | $71,549 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $98,190 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $98,190 |
| Total plan assets at end of year | 2011-12-31 | $684,332 |
| Total plan assets at beginning of year | 2011-12-31 | $710,785 |
| Value of fidelity bond covering the plan | 2011-12-31 | $50,000 |
| Assets. Value of tangible personal property | 2011-12-31 | $0 |
| Total contributions received or receivable from participants | 2011-12-31 | $57,578 |
| Assets. Value of loans (other than to participants) | 2011-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2011-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2011-12-31 | $0 |
| Other income received | 2011-12-31 | $-11,914 |
| Noncash contributions received | 2011-12-31 | $0 |
| Net income (gross income less expenses) | 2011-12-31 | $-26,641 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $684,332 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $710,785 |
| Assets. Value of participant loans | 2011-12-31 | $28,136 |
| Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year | 2011-12-31 | $0 |
| Value of leases to which the plan was a party in default or classified as uncollectible during the plan year | 2011-12-31 | $0 |
| Assets. Value of assets in partnership/joint-venture interests | 2011-12-31 | $0 |
| Assets. Value of real-estate (other than employer real property) | 2011-12-31 | $0 |
| Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2011-12-31 | $0 |
| Assets. Value of employer securities | 2011-12-31 | $0 |
| Assets. Value of employer real property | 2011-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $25,885 |
| Value of certain deemed distributions of participant loans | 2011-12-31 | $0 |
| Value of corrective distributions | 2011-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $0 |
| Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers | 2011-12-31 | 0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $98,190 |
| 2010 : CHARLES J. HUSTED, INC. 401(K) PLAN 2010 401k financial data | ||
| Transfers to/from the plan | 2010-12-31 | $0 |
| Total plan liabilities at end of year | 2010-12-31 | $0 |
| Total plan liabilities at beginning of year | 2010-12-31 | $0 |
| Total income from all sources | 2010-12-31 | $158,978 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $25,606 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $25,606 |
| Total plan assets at end of year | 2010-12-31 | $711,534 |
| Total plan assets at beginning of year | 2010-12-31 | $578,162 |
| Value of fidelity bond covering the plan | 2010-12-31 | $50,000 |
| Assets. Value of tangible personal property | 2010-12-31 | $0 |
| Total contributions received or receivable from participants | 2010-12-31 | $60,561 |
| Assets. Value of loans (other than to participants) | 2010-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2010-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2010-12-31 | $0 |
| Other income received | 2010-12-31 | $73,817 |
| Noncash contributions received | 2010-12-31 | $0 |
| Net income (gross income less expenses) | 2010-12-31 | $133,372 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $711,534 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $578,162 |
| Assets. Value of participant loans | 2010-12-31 | $0 |
| Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year | 2010-12-31 | $0 |
| Value of leases to which the plan was a party in default or classified as uncollectible during the plan year | 2010-12-31 | $0 |
| Assets. Value of assets in partnership/joint-venture interests | 2010-12-31 | $0 |
| Assets. Value of real-estate (other than employer real property) | 2010-12-31 | $0 |
| Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2010-12-31 | $0 |
| Assets. Value of employer securities | 2010-12-31 | $0 |
| Assets. Value of employer real property | 2010-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $24,600 |
| Value of certain deemed distributions of participant loans | 2010-12-31 | $0 |
| Value of corrective distributions | 2010-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $0 |
| Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers | 2010-12-31 | 0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $25,606 |
| 2009 : CHARLES J. HUSTED, INC. 401(K) PLAN 2009 401k financial data | ||
| Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers | 2009-12-31 | 0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2009-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2009-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2009-12-31 | $0 |
| 2012: CHARLES J. HUSTED, INC. 401(K) PLAN 2012 form 5500 responses | ||
|---|---|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Submission has been amended | Yes |
| 2012-01-01 | This submission is the final filing | No |
| 2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-01-01 | Plan is a collectively bargained plan | No |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: CHARLES J. HUSTED, INC. 401(K) PLAN 2011 form 5500 responses | ||
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Submission has been amended | No |
| 2011-01-01 | This submission is the final filing | No |
| 2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-01-01 | Plan is a collectively bargained plan | No |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2010: CHARLES J. HUSTED, INC. 401(K) PLAN 2010 form 5500 responses | ||
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | Submission has been amended | No |
| 2010-01-01 | This submission is the final filing | No |
| 2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2010-01-01 | Plan is a collectively bargained plan | No |
| 2010-01-01 | Plan funding arrangement – Trust | Yes |
| 2010-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: CHARLES J. HUSTED, INC. 401(K) PLAN 2009 form 5500 responses | ||
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | No |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan is a collectively bargained plan | No |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
| JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 86375 ) | |
| Policy contract number | 84165 |
| Policy instance | 1 |
| JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 86375 ) | |
| Policy contract number | 84165 |
| Policy instance | 1 |
| JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 86375 ) | |
| Policy contract number | 84165 |
| Policy instance | 1 |