THE HOGAN-KNOTTS FINANCIAL GROUP, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan THE HOGAN-KNOTTS FINANCIAL GROUP, INC. RETIREMENT TRUST
401k plan membership statisitcs for THE HOGAN-KNOTTS FINANCIAL GROUP, INC. RETIREMENT TRUST
Measure | Date | Value |
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2013: THE HOGAN-KNOTTS FINANCIAL GROUP, INC. RETIREMENT TRUST 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 6 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 0 |
Total of all active and inactive participants | 2013-01-01 | 6 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 6 |
Number of participants with account balances | 2013-01-01 | 6 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: THE HOGAN-KNOTTS FINANCIAL GROUP, INC. RETIREMENT TRUST 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 5 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 4 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 1 |
Total of all active and inactive participants | 2012-01-01 | 5 |
Total participants | 2012-01-01 | 5 |
Number of participants with account balances | 2012-01-01 | 4 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 1 |
2011: THE HOGAN-KNOTTS FINANCIAL GROUP, INC. RETIREMENT TRUST 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 5 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 5 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 1 |
Total of all active and inactive participants | 2011-01-01 | 6 |
Total participants | 2011-01-01 | 6 |
Number of participants with account balances | 2011-01-01 | 5 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2010: THE HOGAN-KNOTTS FINANCIAL GROUP, INC. RETIREMENT TRUST 2010 401k membership |
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Total participants, beginning-of-year | 2010-01-01 | 5 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 5 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 0 |
Total of all active and inactive participants | 2010-01-01 | 5 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
Total participants | 2010-01-01 | 5 |
Number of participants with account balances | 2010-01-01 | 5 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 0 |
2009: THE HOGAN-KNOTTS FINANCIAL GROUP, INC. RETIREMENT TRUST 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 5 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 5 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 0 |
Total of all active and inactive participants | 2009-01-01 | 5 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 5 |
Number of participants with account balances | 2009-01-01 | 5 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
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2013 : THE HOGAN-KNOTTS FINANCIAL GROUP, INC. RETIREMENT TRUST 2013 401k financial data |
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Total income from all sources | 2013-12-31 | $590,126 |
Expenses. Total of all expenses incurred | 2013-12-31 | $12,000 |
Benefits paid (including direct rollovers) | 2013-12-31 | $12,000 |
Total plan assets at end of year | 2013-12-31 | $2,607,254 |
Total plan assets at beginning of year | 2013-12-31 | $2,029,128 |
Value of fidelity bond covering the plan | 2013-12-31 | $150,000 |
Total contributions received or receivable from participants | 2013-12-31 | $97,181 |
Other income received | 2013-12-31 | $407,336 |
Net income (gross income less expenses) | 2013-12-31 | $578,126 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $2,607,254 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $2,029,128 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $85,609 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
2012 : THE HOGAN-KNOTTS FINANCIAL GROUP, INC. RETIREMENT TRUST 2012 401k financial data |
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Total income from all sources | 2012-12-31 | $388,740 |
Expenses. Total of all expenses incurred | 2012-12-31 | $4,554 |
Benefits paid (including direct rollovers) | 2012-12-31 | $4,554 |
Total plan assets at end of year | 2012-12-31 | $2,029,128 |
Total plan assets at beginning of year | 2012-12-31 | $1,644,942 |
Value of fidelity bond covering the plan | 2012-12-31 | $150,000 |
Total contributions received or receivable from participants | 2012-12-31 | $51,973 |
Other income received | 2012-12-31 | $279,087 |
Net income (gross income less expenses) | 2012-12-31 | $384,186 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $2,029,128 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $1,644,942 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $57,680 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
2011 : THE HOGAN-KNOTTS FINANCIAL GROUP, INC. RETIREMENT TRUST 2011 401k financial data |
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Total income from all sources | 2011-12-31 | $-14,233 |
Expenses. Total of all expenses incurred | 2011-12-31 | $53,092 |
Benefits paid (including direct rollovers) | 2011-12-31 | $53,092 |
Total plan assets at end of year | 2011-12-31 | $1,644,942 |
Total plan assets at beginning of year | 2011-12-31 | $1,712,267 |
Value of fidelity bond covering the plan | 2011-12-31 | $150,000 |
Total contributions received or receivable from participants | 2011-12-31 | $50,186 |
Other income received | 2011-12-31 | $-120,497 |
Net income (gross income less expenses) | 2011-12-31 | $-67,325 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $1,644,942 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $1,712,267 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $56,078 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
2010 : THE HOGAN-KNOTTS FINANCIAL GROUP, INC. RETIREMENT TRUST 2010 401k financial data |
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Total income from all sources | 2010-12-31 | $368,957 |
Expenses. Total of all expenses incurred | 2010-12-31 | $5,000 |
Benefits paid (including direct rollovers) | 2010-12-31 | $5,000 |
Total plan assets at end of year | 2010-12-31 | $1,712,267 |
Total plan assets at beginning of year | 2010-12-31 | $1,348,310 |
Value of fidelity bond covering the plan | 2010-12-31 | $150,000 |
Total contributions received or receivable from participants | 2010-12-31 | $48,535 |
Other income received | 2010-12-31 | $269,211 |
Net income (gross income less expenses) | 2010-12-31 | $363,957 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $1,712,267 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $1,348,310 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $51,211 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
2009 : THE HOGAN-KNOTTS FINANCIAL GROUP, INC. RETIREMENT TRUST 2009 401k financial data |
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Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
2013: THE HOGAN-KNOTTS FINANCIAL GROUP, INC. RETIREMENT TRUST 2013 form 5500 responses |
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2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: THE HOGAN-KNOTTS FINANCIAL GROUP, INC. RETIREMENT TRUST 2012 form 5500 responses |
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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: THE HOGAN-KNOTTS FINANCIAL GROUP, INC. RETIREMENT TRUST 2011 form 5500 responses |
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2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | Yes |
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: THE HOGAN-KNOTTS FINANCIAL GROUP, INC. RETIREMENT TRUST 2010 form 5500 responses |
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2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Submission has been amended | Yes |
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: THE HOGAN-KNOTTS FINANCIAL GROUP, INC. RETIREMENT TRUST 2009 form 5500 responses |
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2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | Yes |
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 |