?>
Logo

THE NEW HAVEN COMPANIES, INC. 401(K) SAVINGS PLAN 401k Plan overview

Plan NameTHE NEW HAVEN COMPANIES, INC. 401(K) SAVINGS PLAN
Plan identification number 002

THE NEW HAVEN COMPANIES, INC. 401(K) SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.

401k Sponsoring company profile

THE NEW HAVEN COMPANIES INC has sponsored the creation of one or more 401k plans.

Company Name:THE NEW HAVEN COMPANIES INC
Employer identification number (EIN):201745524
NAIC Classification:424990
NAIC Description:Other Miscellaneous Nondurable Goods Merchant Wholesalers

Additional information about THE NEW HAVEN COMPANIES INC

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 2013-01-09
Company Identification Number: 0801714627
Legal Registered Office Address: 4820 SOUTHPOINT DR STE 102

FREDERICKSBRG
United States of America (USA)
22407

More information about THE NEW HAVEN COMPANIES INC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE NEW HAVEN COMPANIES, INC. 401(K) SAVINGS 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
0022017-01-01JANE S KURTZ
0022016-01-01JANE KURTZ
0022015-01-01JANE KURTZ2016-06-06
0022014-01-01JANE KURTZ2015-07-31
0022013-01-01JANE KURTZ2014-06-25
0022012-01-01JANE KURTZ2013-07-29

Plan Statistics for THE NEW HAVEN COMPANIES, INC. 401(K) SAVINGS PLAN

401k plan membership statisitcs for THE NEW HAVEN COMPANIES, INC. 401(K) SAVINGS PLAN

Measure Date Value
2022: THE NEW HAVEN COMPANIES, INC. 401(K) SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01158
Total number of active participants reported on line 7a of the Form 55002022-01-01138
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0127
Total of all active and inactive participants2022-01-01165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01165
Number of participants with account balances2022-01-01100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: THE NEW HAVEN COMPANIES, INC. 401(K) SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01146
Total number of active participants reported on line 7a of the Form 55002021-01-01134
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0123
Total of all active and inactive participants2021-01-01157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01157
Number of participants with account balances2021-01-0193
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: THE NEW HAVEN COMPANIES, INC. 401(K) SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01156
Total number of active participants reported on line 7a of the Form 55002020-01-01122
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0122
Total of all active and inactive participants2020-01-01144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01144
Number of participants with account balances2020-01-0192
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: THE NEW HAVEN COMPANIES, INC. 401(K) SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01152
Total number of active participants reported on line 7a of the Form 55002019-01-01141
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0116
Total of all active and inactive participants2019-01-01157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01157
Number of participants with account balances2019-01-0194
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: THE NEW HAVEN COMPANIES, INC. 401(K) SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01144
Total number of active participants reported on line 7a of the Form 55002018-01-01134
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0117
Total of all active and inactive participants2018-01-01151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01151
Number of participants with account balances2018-01-0185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: THE NEW HAVEN COMPANIES, INC. 401(K) SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01138
Total number of active participants reported on line 7a of the Form 55002017-01-01119
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0118
Total of all active and inactive participants2017-01-01137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01137
Number of participants with account balances2017-01-0178
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: THE NEW HAVEN COMPANIES, INC. 401(K) SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01130
Total number of active participants reported on line 7a of the Form 55002016-01-01116
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0118
Total of all active and inactive participants2016-01-01134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01134
Number of participants with account balances2016-01-0181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010

Financial Data on THE NEW HAVEN COMPANIES, INC. 401(K) SAVINGS PLAN

Measure Date Value
2022 : THE NEW HAVEN COMPANIES, INC. 401(K) SAVINGS PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets to this plan2022-12-31$0
Total transfer of assets from this plan2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-99,050
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$564,478
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$585,723
Expenses. Certain deemed distributions of participant loans2022-12-31$-23,242
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$823,396
Value of total assets at end of year2022-12-31$5,852,818
Value of total assets at beginning of year2022-12-31$6,516,346
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$1,997
Total interest from all sources2022-12-31$9,699
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$389,915
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$389,915
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
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$558,214
Participant contributions at end of year2022-12-31$186,065
Participant contributions at beginning of year2022-12-31$188,967
Other income not declared elsewhere2022-12-31$99
Administrative expenses (other) incurred2022-12-31$1,997
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-663,528
Value of net assets at end of year (total assets less liabilities)2022-12-31$5,852,818
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$6,516,346
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 registered invesment companies (eg mutual funds) at end of year2022-12-31$4,957,904
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$5,640,755
Interest on participant loans2022-12-31$9,699
Value of interest in common/collective trusts at end of year2022-12-31$708,849
Value of interest in common/collective trusts at beginning of year2022-12-31$686,624
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,329,512
Net investment gain or loss from common/collective trusts2022-12-31$7,353
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 contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$265,182
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$585,723
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 name2022-12-31BISHOP FARMER AND CO LLP
Accountancy firm EIN2022-12-31541435778
2021 : THE NEW HAVEN COMPANIES, INC. 401(K) SAVINGS PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets to this plan2021-12-31$0
Total transfer of assets from this plan2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$1,555,454
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$665,900
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$662,837
Expenses. Certain deemed distributions of participant loans2021-12-31$1,444
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$780,320
Value of total assets at end of year2021-12-31$6,516,346
Value of total assets at beginning of year2021-12-31$5,626,792
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$1,619
Total interest from all sources2021-12-31$9,414
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$479,922
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$479,922
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$530,775
Participant contributions at end of year2021-12-31$188,967
Participant contributions at beginning of year2021-12-31$119,914
Administrative expenses (other) incurred2021-12-31$1,619
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$889,554
Value of net assets at end of year (total assets less liabilities)2021-12-31$6,516,346
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$5,626,792
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 registered invesment companies (eg mutual funds) at end of year2021-12-31$5,640,755
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$5,252,862
Interest on participant loans2021-12-31$9,414
Value of interest in common/collective trusts at end of year2021-12-31$686,624
Value of interest in common/collective trusts at beginning of year2021-12-31$254,016
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$282,225
Net investment gain or loss from common/collective trusts2021-12-31$3,573
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 contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$249,545
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$662,837
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 name2021-12-31BISHOP FARMER AND CO LLP
Accountancy firm EIN2021-12-31541435778
2020 : THE NEW HAVEN COMPANIES, INC. 401(K) SAVINGS PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$0
Total transfer of assets from this plan2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$1,304,812
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$2,050,308
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,025,813
Expenses. Certain deemed distributions of participant loans2020-12-31$22,041
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$748,113
Value of total assets at end of year2020-12-31$5,626,792
Value of total assets at beginning of year2020-12-31$6,372,288
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$2,454
Total interest from all sources2020-12-31$10,967
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$257,656
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$257,656
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$496,119
Participant contributions at end of year2020-12-31$119,914
Participant contributions at beginning of year2020-12-31$132,691
Administrative expenses (other) incurred2020-12-31$2,454
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$-745,496
Value of net assets at end of year (total assets less liabilities)2020-12-31$5,626,792
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$6,372,288
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 registered invesment companies (eg mutual funds) at end of year2020-12-31$5,252,862
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$6,043,494
Interest on participant loans2020-12-31$10,967
Value of interest in common/collective trusts at end of year2020-12-31$254,016
Value of interest in common/collective trusts at beginning of year2020-12-31$196,103
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$285,593
Net investment gain or loss from common/collective trusts2020-12-31$2,483
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$251,994
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,025,813
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
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31BISHOP FARMER AND CO LLP
Accountancy firm EIN2020-12-31541435778
2019 : THE NEW HAVEN COMPANIES, INC. 401(K) SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$0
Total transfer of assets to this plan2019-12-31$0
Total transfer of assets from this plan2019-12-31$0
Total transfer of assets from this plan2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$1,845,923
Total income from all sources (including contributions)2019-12-31$1,845,923
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$305,557
Total of all expenses incurred2019-12-31$305,557
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$303,081
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$303,081
Expenses. Certain deemed distributions of participant loans2019-12-31$180
Expenses. Certain deemed distributions of participant loans2019-12-31$180
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$685,054
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$685,054
Value of total assets at end of year2019-12-31$6,372,288
Value of total assets at end of year2019-12-31$6,372,288
Value of total assets at beginning of year2019-12-31$4,831,922
Value of total assets at beginning of year2019-12-31$4,831,922
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$2,296
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$2,296
Total interest from all sources2019-12-31$8,552
Total interest from all sources2019-12-31$8,552
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$308,611
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$308,611
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
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$308,611
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$308,611
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$484,000
Value of fidelity bond cover2019-12-31$484,000
If this is an individual account plan, was there a blackout period2019-12-31No
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
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$448,225
Contributions received from participants2019-12-31$448,225
Participant contributions at end of year2019-12-31$132,691
Participant contributions at end of year2019-12-31$132,691
Participant contributions at beginning of year2019-12-31$110,583
Participant contributions at beginning of year2019-12-31$110,583
Other income not declared elsewhere2019-12-31$50
Other income not declared elsewhere2019-12-31$50
Administrative expenses (other) incurred2019-12-31$2,296
Administrative expenses (other) incurred2019-12-31$2,296
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
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$1,540,366
Value of net income/loss2019-12-31$1,540,366
Value of net assets at end of year (total assets less liabilities)2019-12-31$6,372,288
Value of net assets at end of year (total assets less liabilities)2019-12-31$6,372,288
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$4,831,922
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$4,831,922
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
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 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
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$6,043,494
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$6,043,494
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$4,461,615
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$4,461,615
Interest on participant loans2019-12-31$8,552
Interest on participant loans2019-12-31$8,552
Value of interest in common/collective trusts at end of year2019-12-31$196,103
Value of interest in common/collective trusts at beginning of year2019-12-31$259,724
Value of interest in common/collective trusts at beginning of year2019-12-31$259,724
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$839,801
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$839,801
Net investment gain or loss from common/collective trusts2019-12-31$3,855
Net investment gain or loss from common/collective trusts2019-12-31$3,855
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
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
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$236,829
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$303,081
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$303,081
Did the plan have assets held for investment2019-12-31Yes
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
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
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
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
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BISHOP FARMER AND CO LLP
Accountancy firm name2019-12-31BISHOP FARMER AND CO LLP
Accountancy firm EIN2019-12-31541435778
Accountancy firm EIN2019-12-31541435778
2018 : THE NEW HAVEN COMPANIES, INC. 401(K) SAVINGS PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$0
Total transfer of assets from this plan2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$323,282
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$492,885
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$490,303
Expenses. Certain deemed distributions of participant loans2018-12-31$394
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$594,538
Value of total assets at end of year2018-12-31$4,831,922
Value of total assets at beginning of year2018-12-31$5,001,525
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$2,188
Total interest from all sources2018-12-31$7,050
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$304,818
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$304,818
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$400,377
Participant contributions at end of year2018-12-31$110,583
Participant contributions at beginning of year2018-12-31$116,602
Other income not declared elsewhere2018-12-31$50,284
Administrative expenses (other) incurred2018-12-31$2,188
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-169,603
Value of net assets at end of year (total assets less liabilities)2018-12-31$4,831,922
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$5,001,525
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 end of year2018-12-31$4,461,615
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$4,635,616
Interest on participant loans2018-12-31$7,050
Value of interest in common/collective trusts at end of year2018-12-31$259,724
Value of interest in common/collective trusts at beginning of year2018-12-31$249,307
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-637,738
Net investment gain or loss from common/collective trusts2018-12-31$4,330
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$194,161
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$490,303
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 name2018-12-31BISHOP FARMER AND CO LLP
Accountancy firm EIN2018-12-31541435778
2017 : THE NEW HAVEN COMPANIES, INC. 401(K) SAVINGS PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$0
Total transfer of assets from this plan2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$1,295,950
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$181,888
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$178,663
Expenses. Certain deemed distributions of participant loans2017-12-31$371
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$533,795
Value of total assets at end of year2017-12-31$5,001,525
Value of total assets at beginning of year2017-12-31$3,887,463
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$2,854
Total interest from all sources2017-12-31$4,946
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$192,896
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$192,896
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$389,000
If this is an individual account plan, was there a blackout period2017-12-31No
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$365,887
Participant contributions at end of year2017-12-31$116,602
Participant contributions at beginning of year2017-12-31$93,892
Administrative expenses (other) incurred2017-12-31$2,854
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$1,114,062
Value of net assets at end of year (total assets less liabilities)2017-12-31$5,001,525
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$3,887,463
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$4,635,616
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$3,577,609
Interest on participant loans2017-12-31$4,946
Value of interest in common/collective trusts at end of year2017-12-31$249,307
Value of interest in common/collective trusts at beginning of year2017-12-31$215,962
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$561,427
Net investment gain or loss from common/collective trusts2017-12-31$2,886
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 contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$167,908
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$178,663
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 name2017-12-31BISHOP FARMER & CO. LLP
Accountancy firm EIN2017-12-31541435778
2016 : THE NEW HAVEN COMPANIES, INC. 401(K) SAVINGS PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$0
Total transfer of assets from this plan2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$736,939
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$10,637
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,574
Expenses. Certain deemed distributions of participant loans2016-12-31$7,093
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$468,880
Value of total assets at end of year2016-12-31$3,887,463
Value of total assets at beginning of year2016-12-31$3,161,161
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$1,970
Total interest from all sources2016-12-31$6,108
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$117,479
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$117,479
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$317,000
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$314,870
Participant contributions at end of year2016-12-31$93,892
Participant contributions at beginning of year2016-12-31$136,952
Administrative expenses (other) incurred2016-12-31$1,970
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$726,302
Value of net assets at end of year (total assets less liabilities)2016-12-31$3,887,463
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$3,161,161
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$3,577,609
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$2,827,833
Interest on participant loans2016-12-31$6,108
Value of interest in common/collective trusts at end of year2016-12-31$215,962
Value of interest in common/collective trusts at beginning of year2016-12-31$196,376
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$143,896
Net investment gain or loss from common/collective trusts2016-12-31$576
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 contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$154,010
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,574
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 name2016-12-31WRIGHT FORD YOUNG & CO
Accountancy firm EIN2016-12-31953288054

Form 5500 Responses for THE NEW HAVEN COMPANIES, INC. 401(K) SAVINGS PLAN

2022: THE NEW HAVEN COMPANIES, INC. 401(K) SAVINGS 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 – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: THE NEW HAVEN COMPANIES, INC. 401(K) SAVINGS 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 – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: THE NEW HAVEN COMPANIES, INC. 401(K) SAVINGS 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 – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: THE NEW HAVEN COMPANIES, INC. 401(K) SAVINGS 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 – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: THE NEW HAVEN COMPANIES, INC. 401(K) SAVINGS 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 – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: THE NEW HAVEN COMPANIES, INC. 401(K) SAVINGS 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 – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: THE NEW HAVEN COMPANIES, INC. 401(K) SAVINGS 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 – TrustYes
2016-01-01Plan benefit arrangement - TrustYes

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3