H&H CASTINGS INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan H & H CASTINGS, INC. GROUP HEALTH PLAN 501
| Measure | Date | Value |
|---|
| 2024 : H & H CASTINGS, INC. GROUP HEALTH PLAN 501 2024 401k financial data |
|---|
| Total plan liabilities at end of year | 2024-05-01 | $61,531 |
| Total plan liabilities at beginning of year | 2024-05-01 | $51,742 |
| Total income from all sources | 2024-05-01 | $113,750 |
| Expenses. Total of all expenses incurred | 2024-05-01 | $85,105 |
| Benefits paid (including direct rollovers) | 2024-05-01 | $34,161 |
| Total plan assets at end of year | 2024-05-01 | $117,986 |
| Total plan assets at beginning of year | 2024-05-01 | $79,552 |
| Value of fidelity bond covering the plan | 2024-05-01 | $50,000 |
| Total contributions received or receivable from participants | 2024-05-01 | $28,914 |
| Expenses. Other expenses not covered elsewhere | 2024-05-01 | $50,424 |
| Contributions received from other sources (not participants or employers) | 2024-05-01 | $0 |
| Other income received | 2024-05-01 | $419 |
| Net income (gross income less expenses) | 2024-05-01 | $28,645 |
| Net plan assets at end of year (total assets less liabilities) | 2024-05-01 | $56,455 |
| Net plan assets at beginning of year (total assets less liabilities) | 2024-05-01 | $27,810 |
| Total contributions received or receivable from employer(s) | 2024-05-01 | $84,417 |
| Value of corrective distributions | 2024-05-01 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2024-05-01 | $520 |
| Total plan liabilities at end of year | 2024-04-30 | $51,742 |
| Total plan liabilities at beginning of year | 2024-04-30 | $0 |
| Total income from all sources | 2024-04-30 | $678,013 |
| Expenses. Total of all expenses incurred | 2024-04-30 | $650,203 |
| Benefits paid (including direct rollovers) | 2024-04-30 | $345,186 |
| Total plan assets at end of year | 2024-04-30 | $79,552 |
| Total plan assets at beginning of year | 2024-04-30 | $0 |
| Value of fidelity bond covering the plan | 2024-04-30 | $50,000 |
| Total contributions received or receivable from participants | 2024-04-30 | $167,601 |
| Expenses. Other expenses not covered elsewhere | 2024-04-30 | $301,839 |
| Contributions received from other sources (not participants or employers) | 2024-04-30 | $0 |
| Other income received | 2024-04-30 | $1,746 |
| Net income (gross income less expenses) | 2024-04-30 | $27,810 |
| Net plan assets at end of year (total assets less liabilities) | 2024-04-30 | $27,810 |
| Net plan assets at beginning of year (total assets less liabilities) | 2024-04-30 | $0 |
| Total contributions received or receivable from employer(s) | 2024-04-30 | $508,666 |
| Value of corrective distributions | 2024-04-30 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2024-04-30 | $3,178 |
| 2023: H & H CASTINGS, INC. GROUP HEALTH PLAN 501 2023 form 5500 responses |
|---|
| 2023-05-01 | Type of plan entity | Single employer plan |
| 2023-05-01 | First time form 5500 has been submitted | Yes |
| 2023-05-01 | Submission has been amended | No |
| 2023-05-01 | This submission is the final filing | No |
| 2023-05-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2023-05-01 | Plan is a collectively bargained plan | No |
| 2023-05-01 | Plan funding arrangement – Insurance | Yes |
| 2023-05-01 | Plan funding arrangement – Trust | Yes |
| 2023-05-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2023-05-01 | Plan benefit arrangement – Insurance | Yes |
| 2023-05-01 | Plan benefit arrangement - Trust | Yes |
| 2023-05-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| HM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 93440 ) |
| Policy contract number | 408499-A |
| Policy instance | 1 |
| Insurance contract or identification number | 408499-A | | Number of Individuals Covered | 65 | | Insurance policy start date | 2023-05-01 | | Insurance policy end date | 2024-04-30 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $259,969 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 ) |
| Policy contract number | 000 |
| Policy instance | 2 |
| Insurance contract or identification number | 000 | | Number of Individuals Covered | 0 | | Insurance policy start date | 2023-05-01 | | Insurance policy end date | 2024-04-30 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | Yes | | Vision Insurance Welfare Benefit | Yes | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Unemployment Insurance Welfare Benefit | No | | Other welfare benefits provided | AD&D | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $0 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | Yes |
|
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