401k Plan data: HANK BLOOM SERVICES, INC. 401(K) PLAN plan

HANK BLOOM SERVICES, INC. 401(K) PLAN 401k Plan overview

Plan Name	HANK BLOOM SERVICES, INC. 401(K) PLAN
Plan identification number	001

HANK BLOOM SERVICES, INC. 401(K) PLAN Benefits

401k Plan Type

Defined 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.
Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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

HANK BLOOM SERVICES, INC. has sponsored the creation of one or more 401k plans.

Company Name: HANK BLOOM SERVICES, INC.

Employer identification number (EIN): 341429458

NAIC Classification: 238220
NAIC Description: Plumbing, Heating, and Air-Conditioning Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HANK BLOOM SERVICES, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2016-01-01
001 2015-01-01
001 2014-01-01
001 2013-01-01
001 2012-01-01 BARBARA BLOOM
001 2010-01-01 BARBARA BLOOM
001 2009-01-01 HENRY V. BLOOM, JR.

Plan Statistics for HANK BLOOM SERVICES, INC. 401(K) PLAN

401k plan membership statisitcs for HANK BLOOM SERVICES, INC. 401(K) PLAN

Measure Date Value
2016: HANK BLOOM SERVICES, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 69
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 84
Total of all active and inactive participants 2016-01-01 84
Total participants 2016-01-01 84
2015: HANK BLOOM SERVICES, INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 67
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 69
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 69
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 69
Number of participants with account balances 2015-01-01 69
2014: HANK BLOOM SERVICES, INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 63
Number of retired or separated participants receiving benefits 2014-01-01 63
Number of other retired or separated participants entitled to future benefits 2014-01-01 4
Total of all active and inactive participants 2014-01-01 67
Total participants 2014-01-01 67
Number of participants with account balances 2014-01-01 65
2013: HANK BLOOM SERVICES, INC. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 65
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 62
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 1
Total of all active and inactive participants 2013-01-01 63
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 63
Number of participants with account balances 2013-01-01 63
2012: HANK BLOOM SERVICES, INC. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 62
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 61
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 4
Total of all active and inactive participants 2012-01-01 65
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 65
Number of participants with account balances 2012-01-01 65
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 1
2010: HANK BLOOM SERVICES, INC. 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 60
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 65
Number of other retired or separated participants entitled to future benefits 2010-01-01 7
Total of all active and inactive participants 2010-01-01 72
Total participants 2010-01-01 72
Number of participants with account balances 2010-01-01 65
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: HANK BLOOM SERVICES, INC. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 61
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 54
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 5
Total of all active and inactive participants 2009-01-01 59
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 59
Number of participants with account balances 2009-01-01 59
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 1

Measure	Date	Value
2016: HANK BLOOM SERVICES, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	69
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	84
Total of all active and inactive participants	2016-01-01	84
Total participants	2016-01-01	84
2015: HANK BLOOM SERVICES, INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	67
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	69
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	69
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	69
Number of participants with account balances	2015-01-01	69
2014: HANK BLOOM SERVICES, INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	63
Number of retired or separated participants receiving benefits	2014-01-01	63
Number of other retired or separated participants entitled to future benefits	2014-01-01	4
Total of all active and inactive participants	2014-01-01	67
Total participants	2014-01-01	67
Number of participants with account balances	2014-01-01	65
2013: HANK BLOOM SERVICES, INC. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	65
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	62
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	1
Total of all active and inactive participants	2013-01-01	63
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	63
Number of participants with account balances	2013-01-01	63
2012: HANK BLOOM SERVICES, INC. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	62
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	61
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	4
Total of all active and inactive participants	2012-01-01	65
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	65
Number of participants with account balances	2012-01-01	65
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	1
2010: HANK BLOOM SERVICES, INC. 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	60
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	65
Number of other retired or separated participants entitled to future benefits	2010-01-01	7
Total of all active and inactive participants	2010-01-01	72
Total participants	2010-01-01	72
Number of participants with account balances	2010-01-01	65
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: HANK BLOOM SERVICES, INC. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	61
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	54
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	5
Total of all active and inactive participants	2009-01-01	59
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	59
Number of participants with account balances	2009-01-01	59
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	1

Financial Data on HANK BLOOM SERVICES, INC. 401(K) PLAN

Measure	Date	Value
2016 : HANK BLOOM SERVICES, INC. 401(K) PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$986,901
Expenses. Total of all expenses incurred	2016-12-31	$83,204
Benefits paid (including direct rollovers)	2016-12-31	$24,681
Total plan assets at end of year	2016-12-31	$6,515,461
Total plan assets at beginning of year	2016-12-31	$5,611,764
Value of fidelity bond covering the plan	2016-12-31	$500,000
Total contributions received or receivable from participants	2016-12-31	$356,080
Other income received	2016-12-31	$530,102
Net income (gross income less expenses)	2016-12-31	$903,697
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$6,515,461
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$5,611,764
Total contributions received or receivable from employer(s)	2016-12-31	$100,719
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$58,523
2015 : HANK BLOOM SERVICES, INC. 401(K) PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$211,642
Expenses. Total of all expenses incurred	2015-12-31	$183,436
Benefits paid (including direct rollovers)	2015-12-31	$128,000
Total plan assets at end of year	2015-12-31	$5,611,763
Total plan assets at beginning of year	2015-12-31	$5,583,557
Value of fidelity bond covering the plan	2015-12-31	$500,000
Total contributions received or receivable from participants	2015-12-31	$299,735
Other income received	2015-12-31	$-180,227
Net income (gross income less expenses)	2015-12-31	$28,206
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$5,611,763
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$5,583,557
Total contributions received or receivable from employer(s)	2015-12-31	$92,134
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$55,436
2014 : HANK BLOOM SERVICES, INC. 401(K) PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$550,386
Expenses. Total of all expenses incurred	2014-12-31	$243,754
Benefits paid (including direct rollovers)	2014-12-31	$193,711
Total plan assets at end of year	2014-12-31	$5,583,557
Total plan assets at beginning of year	2014-12-31	$5,276,925
Value of fidelity bond covering the plan	2014-12-31	$500,000
Total contributions received or receivable from participants	2014-12-31	$286,441
Contributions received from other sources (not participants or employers)	2014-12-31	$35,000
Other income received	2014-12-31	$172,021
Net income (gross income less expenses)	2014-12-31	$306,632
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$5,583,557
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$5,276,925
Total contributions received or receivable from employer(s)	2014-12-31	$56,924
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$50,043
2013 : HANK BLOOM SERVICES, INC. 401(K) PLAN 2013 401k financial data
Total plan liabilities at end of year	2013-12-31	$0
Total plan liabilities at beginning of year	2013-12-31	$1,908
Total income from all sources	2013-12-31	$951,410
Expenses. Total of all expenses incurred	2013-12-31	$55,246
Benefits paid (including direct rollovers)	2013-12-31	$18,463
Total plan assets at end of year	2013-12-31	$5,276,925
Total plan assets at beginning of year	2013-12-31	$4,382,669
Value of fidelity bond covering the plan	2013-12-31	$500,000
Total contributions received or receivable from participants	2013-12-31	$258,922
Other income received	2013-12-31	$607,008
Net income (gross income less expenses)	2013-12-31	$896,164
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$5,276,925
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$4,380,761
Total contributions received or receivable from employer(s)	2013-12-31	$85,480
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$36,783
2012 : HANK BLOOM SERVICES, INC. 401(K) PLAN 2012 401k financial data
Total plan liabilities at end of year	2012-12-31	$1,908
Total income from all sources	2012-12-31	$735,953
Expenses. Total of all expenses incurred	2012-12-31	$35,360
Total plan assets at end of year	2012-12-31	$4,382,669
Total plan assets at beginning of year	2012-12-31	$3,680,168
Value of fidelity bond covering the plan	2012-12-31	$350,000
Total contributions received or receivable from participants	2012-12-31	$240,476
Other income received	2012-12-31	$412,026
Net income (gross income less expenses)	2012-12-31	$700,593
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$4,380,761
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$3,680,168
Total contributions received or receivable from employer(s)	2012-12-31	$83,451
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$35,360
2010 : HANK BLOOM SERVICES, INC. 401(K) PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$634,460
Expenses. Total of all expenses incurred	2010-12-31	$73,408
Benefits paid (including direct rollovers)	2010-12-31	$73,262
Total plan assets at end of year	2010-12-31	$3,672,017
Total plan assets at beginning of year	2010-12-31	$3,110,965
Value of fidelity bond covering the plan	2010-12-31	$350,000
Total contributions received or receivable from participants	2010-12-31	$194,812
Other income received	2010-12-31	$362,121
Net income (gross income less expenses)	2010-12-31	$561,052
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$3,672,017
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$3,110,965
Total contributions received or receivable from employer(s)	2010-12-31	$77,527
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$146

Form 5500 Responses for HANK BLOOM SERVICES, INC. 401(K) PLAN

2016: HANK BLOOM SERVICES, INC. 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: HANK BLOOM SERVICES, INC. 401(K) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: HANK BLOOM SERVICES, INC. 401(K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: HANK BLOOM SERVICES, INC. 401(K) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: HANK BLOOM SERVICES, INC. 401(K) PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2010: HANK BLOOM SERVICES, INC. 401(K) PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: HANK BLOOM SERVICES, INC. 401(K) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	This submission is the final filing	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

GP17181

Policy instance

Insurance contract or identification number	GP17181
Number of Individuals Covered	58
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $17,423
Total amount of fees paid to insurance company	USD $30
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $17,423
Amount paid for insurance broker fees	30
Insurance broker organization code?	4
Insurance broker name	PROEQUITIES, INC.

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

GP17181

Policy instance

Insurance contract or identification number	GP17181
Number of Individuals Covered	62
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $16,543
Total amount of fees paid to insurance company	USD $36
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 contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $16,543
Amount paid for insurance broker fees	36
Additional information about fees paid to insurance broker	FEES
Insurance broker organization code?	4
Insurance broker name	PROEQUITIES, INC.

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

GP17181

Policy instance

Insurance contract or identification number	GP17181
Number of Individuals Covered	59
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $10,677
Total amount of fees paid to insurance company	USD $25
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 contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $10,677
Amount paid for insurance broker fees	25
Additional information about fees paid to insurance broker	FEES
Insurance broker organization code?	4
Insurance broker name	PROEQUITIES, INC.

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

GP17181

Policy instance

Insurance contract or identification number	GP17181
Number of Individuals Covered	61
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $11,801
Total amount of fees paid to insurance company	USD $4,709
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 contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $11,801
Amount paid for insurance broker fees	26
Additional information about fees paid to insurance broker	FEES
Insurance broker organization code?	4
Insurance broker name	SKODA MINOTTI & CO

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

GP98168

Policy instance

Insurance contract or identification number	GP98168
Number of Individuals Covered	65
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $8,762
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 contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	8762
Additional information about fees paid to insurance broker	BROKER FEES
Insurance broker organization code?	3
Insurance broker name	PROEQUITIES, INC.

Potentially related plans

HANK BLOOM SERVICES, INC. 401(K) PLAN [EIN = 341872681]

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Company Name:	HANK BLOOM SERVICES, INC.
Employer identification number (EIN):	341429458
NAIC Classification:	238220
NAIC Description:	Plumbing, Heating, and Air-Conditioning Contractors