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HUMANE SOCIETY OF HURON VALLEY 401(K) PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan NameHUMANE SOCIETY OF HURON VALLEY 401(K) PROFIT SHARING PLAN & TRUST
Plan identification number 001

HUMANE SOCIETY OF HURON VALLEY 401(K) PROFIT SHARING PLAN & TRUST 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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

HUMANE SOCIETY OF HURON VALLEY has sponsored the creation of one or more 401k plans.

Company Name:HUMANE SOCIETY OF HURON VALLEY
Employer identification number (EIN):381474931
NAIC Classification:812910
NAIC Description:Pet Care (except Veterinary) Services

Additional information about HUMANE SOCIETY OF HURON VALLEY

Jurisdiction of Incorporation: Michigan Department of Licensing & Regulatory Affairs
Incorporation Date:
Company Identification Number: 819097

More information about HUMANE SOCIETY OF HURON VALLEY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HUMANE SOCIETY OF HURON VALLEY 401(K) PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01JONATHAN TREVATHAN JONATHAN TREVATHAN2018-10-09
0012016-01-01JONATHAN TREVATHAN
0012015-01-01JONATHAN TREVATHAN
0012015-01-01JONATHAN TREVATHAN2016-04-14 JONATHAN TREVATHAN2016-04-14
0012014-01-01JONATHAN TREVATHAN2015-07-23
0012014-01-01JONATHAN TREVATHAN2015-04-01 JONATHAN TREVATHAN2015-04-01
0012013-01-01JONATHAN TREVATHAN2014-07-28 JONATHAN TREVATHAN2014-07-28
0012012-01-01HUMANE SOCIETY OF HURON VALLEY2013-06-18
0012011-01-01CAROLYN RASCHKE2012-05-14
0012010-01-01CAROLYN RASCHKE2011-02-15

Plan Statistics for HUMANE SOCIETY OF HURON VALLEY 401(K) PROFIT SHARING PLAN & TRUST

401k plan membership statisitcs for HUMANE SOCIETY OF HURON VALLEY 401(K) PROFIT SHARING PLAN & TRUST

Measure Date Value
2022: HUMANE SOCIETY OF HURON VALLEY 401(K) PROFIT SHARING PLAN & TRUST 2022 401k membership
Total participants, beginning-of-year2022-01-01175
Total number of active participants reported on line 7a of the Form 55002022-01-01120
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0163
Total of all active and inactive participants2022-01-01183
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01183
Number of participants with account balances2022-01-01176
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0111
2021: HUMANE SOCIETY OF HURON VALLEY 401(K) PROFIT SHARING PLAN & TRUST 2021 401k membership
Total participants, beginning-of-year2021-01-01164
Total number of active participants reported on line 7a of the Form 55002021-01-01119
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0155
Total of all active and inactive participants2021-01-01174
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01174
Number of participants with account balances2021-01-01173
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0110
2020: HUMANE SOCIETY OF HURON VALLEY 401(K) PROFIT SHARING PLAN & TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-01167
Total number of active participants reported on line 7a of the Form 55002020-01-01107
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0151
Total of all active and inactive participants2020-01-01158
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01158
Number of participants with account balances2020-01-01157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-014
2019: HUMANE SOCIETY OF HURON VALLEY 401(K) PROFIT SHARING PLAN & TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-01186
Total number of active participants reported on line 7a of the Form 55002019-01-01114
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0152
Total of all active and inactive participants2019-01-01166
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01166
Number of participants with account balances2019-01-01161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0123
2018: HUMANE SOCIETY OF HURON VALLEY 401(K) PROFIT SHARING PLAN & TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-01156
Total number of active participants reported on line 7a of the Form 55002018-01-01108
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0176
Total of all active and inactive participants2018-01-01184
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01184
Number of participants with account balances2018-01-01179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0111
2017: HUMANE SOCIETY OF HURON VALLEY 401(K) PROFIT SHARING PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-01100
Total number of active participants reported on line 7a of the Form 55002017-01-0195
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0158
Total of all active and inactive participants2017-01-01153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01153
Number of participants with account balances2017-01-01128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-016
2016: HUMANE SOCIETY OF HURON VALLEY 401(K) PROFIT SHARING PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-01101
Total number of active participants reported on line 7a of the Form 55002016-01-01104
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-01104
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01104
Number of participants with account balances2016-01-0145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: HUMANE SOCIETY OF HURON VALLEY 401(K) PROFIT SHARING PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-01137
Total number of active participants reported on line 7a of the Form 55002015-01-01102
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0133
Total of all active and inactive participants2015-01-01135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01135
Number of participants with account balances2015-01-0198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0111

Financial Data on HUMANE SOCIETY OF HURON VALLEY 401(K) PROFIT SHARING PLAN & TRUST

Measure Date Value
2022 : HUMANE SOCIETY OF HURON VALLEY 401(K) PROFIT SHARING PLAN & TRUST 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$0
Total income from all sources (including contributions)2022-12-31$-37,698
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$95,384
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$88,543
Expenses. Certain deemed distributions of participant loans2022-12-31$7
Value of total corrective distributions2022-12-31$5,290
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$532,055
Value of total assets at end of year2022-12-31$2,824,202
Value of total assets at beginning of year2022-12-31$2,957,284
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$1,544
Total interest from all sources2022-12-31$1,207
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$71,917
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$71,917
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$296,000
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$339,375
Participant contributions at end of year2022-12-31$19,509
Participant contributions at beginning of year2022-12-31$35,255
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$67,000
Administrative expenses (other) incurred2022-12-31$1,544
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-133,082
Value of net assets at end of year (total assets less liabilities)2022-12-31$2,824,202
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$2,957,284
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$2,804,693
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$2,922,029
Interest on participant loans2022-12-31$1,207
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-642,877
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$125,680
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$88,543
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 name2022-12-31PLANTE MORAN
Accountancy firm EIN2022-12-31381357951
2021 : HUMANE SOCIETY OF HURON VALLEY 401(K) PROFIT SHARING PLAN & TRUST 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$773,610
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$56,263
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$46,634
Expenses. Certain deemed distributions of participant loans2021-12-31$1,559
Value of total corrective distributions2021-12-31$6,529
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$393,794
Value of total assets at end of year2021-12-31$2,957,284
Value of total assets at beginning of year2021-12-31$2,239,937
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$1,541
Total interest from all sources2021-12-31$1,231
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$179,172
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$179,172
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$224,000
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$278,529
Participant contributions at end of year2021-12-31$35,255
Participant contributions at beginning of year2021-12-31$15,592
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$37,926
Administrative expenses (other) incurred2021-12-31$1,541
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$717,347
Value of net assets at end of year (total assets less liabilities)2021-12-31$2,957,284
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$2,239,937
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$2,922,029
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$2,224,345
Interest on participant loans2021-12-31$1,231
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$199,413
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$77,339
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$46,634
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 name2021-12-31PLANTE MORAN
Accountancy firm EIN2021-12-31381357951
2020 : HUMANE SOCIETY OF HURON VALLEY 401(K) PROFIT SHARING PLAN & TRUST 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$688,356
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$35,350
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$30,090
Value of total corrective distributions2020-12-31$3,665
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$334,000
Value of total assets at end of year2020-12-31$2,239,937
Value of total assets at beginning of year2020-12-31$1,586,931
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$1,595
Total interest from all sources2020-12-31$1,017
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$44,512
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$44,512
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$159,000
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$252,080
Participant contributions at end of year2020-12-31$15,592
Participant contributions at beginning of year2020-12-31$17,970
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$13,040
Other income not declared elsewhere2020-12-31$1,280
Administrative expenses (other) incurred2020-12-31$1,595
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$653,006
Value of net assets at end of year (total assets less liabilities)2020-12-31$2,239,937
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$1,586,931
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$2,224,345
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$1,568,961
Interest on participant loans2020-12-31$1,017
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$307,547
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$68,880
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$30,090
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 name2020-12-31PLANTE MORAN
Accountancy firm EIN2020-12-31381357951
2019 : HUMANE SOCIETY OF HURON VALLEY 401(K) PROFIT SHARING PLAN & TRUST 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to 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 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$604,074
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$69,717
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$66,729
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$325,788
Value of total assets at end of year2019-12-31$1,586,931
Value of total assets at beginning of year2019-12-31$1,052,574
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$2,988
Total interest from all sources2019-12-31$1,117
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$34,587
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$34,587
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$106,000
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
Contributions received from participants2019-12-31$263,078
Participant contributions at end of year2019-12-31$17,970
Participant contributions at beginning of year2019-12-31$9,335
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$3,026
Administrative expenses (other) incurred2019-12-31$2,988
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$534,357
Value of net assets at end of year (total assets less liabilities)2019-12-31$1,586,931
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$1,052,574
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 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$1,568,961
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$1,043,239
Interest on participant loans2019-12-31$1,117
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$242,582
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$59,684
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$66,729
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
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
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31PLANTE MORAN
Accountancy firm EIN2019-12-31381357951
2018 : HUMANE SOCIETY OF HURON VALLEY 401(K) PROFIT SHARING PLAN & TRUST 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$25
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$216,720
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$21,981
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$14,407
Value of total corrective distributions2018-12-31$7,009
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$286,107
Value of total assets at end of year2018-12-31$1,052,574
Value of total assets at beginning of year2018-12-31$857,810
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$565
Total interest from all sources2018-12-31$371
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$30,709
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$30,709
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$86,000
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$220,680
Participant contributions at end of year2018-12-31$9,335
Participant contributions at beginning of year2018-12-31$10,417
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$8,940
Administrative expenses (other) incurred2018-12-31$565
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$194,739
Value of net assets at end of year (total assets less liabilities)2018-12-31$1,052,574
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$857,810
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$1,043,239
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$847,393
Interest on participant loans2018-12-31$371
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-100,467
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$56,487
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$14,407
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 name2018-12-31PLANTE MORAN
Accountancy firm EIN2018-12-31381357951
2017 : HUMANE SOCIETY OF HURON VALLEY 401(K) PROFIT SHARING PLAN & TRUST 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$312,992
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$7,505
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$5,231
Value of total corrective distributions2017-12-31$1,919
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$197,744
Value of total assets at end of year2017-12-31$857,810
Value of total assets at beginning of year2017-12-31$552,323
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$355
Total interest from all sources2017-12-31$347
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$17,327
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$17,327
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$56,000
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$157,889
Participant contributions at end of year2017-12-31$10,417
Participant contributions at beginning of year2017-12-31$6,436
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$533,268
Administrative expenses (other) incurred2017-12-31$355
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$305,487
Value of net assets at end of year (total assets less liabilities)2017-12-31$857,810
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$552,323
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$847,393
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$12,619
Interest on participant loans2017-12-31$347
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$97,574
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$39,855
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$5,231
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 name2017-12-31PLANTE MORAN
Accountancy firm EIN2017-12-31381357951
2016 : HUMANE SOCIETY OF HURON VALLEY 401(K) PROFIT SHARING PLAN & TRUST 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$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$198,062
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$59,261
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$58,287
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$160,459
Value of total assets at end of year2016-12-31$552,324
Value of total assets at beginning of year2016-12-31$413,523
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$974
Total interest from all sources2016-12-31$23
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$115
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$115
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$42,000
If this is an individual account plan, was there a blackout period2016-12-31Yes
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$122,050
Participant contributions at end of year2016-12-31$6,436
Participant contributions at beginning of year2016-12-31$3,336
Participant contributions at beginning of year2016-12-31$4,309
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$533,268
Administrative expenses (other) incurred2016-12-31$974
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$138,801
Value of net assets at end of year (total assets less liabilities)2016-12-31$552,324
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$413,523
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$12,620
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$403,752
Interest on participant loans2016-12-31$23
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$794
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$794
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$37,465
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$38,409
Employer contributions (assets) at beginning of year2016-12-31$1,332
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$58,287
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31Yes
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 name2016-12-31PLANTE MORAN
Accountancy firm EIN2016-12-31381357951
2015 : HUMANE SOCIETY OF HURON VALLEY 401(K) PROFIT SHARING PLAN & TRUST 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$135,473
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$35,293
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$34,405
Expenses. Certain deemed distributions of participant loans2015-12-31$0
Value of total corrective distributions2015-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$145,719
Value of total assets at end of year2015-12-31$413,523
Value of total assets at beginning of year2015-12-31$313,343
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$888
Total interest from all sources2015-12-31$223
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$22,876
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$22,876
Assets. Real estate other than employer real property at beginning of year2015-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2015-12-31$0
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$60,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$109,435
Participant contributions at end of year2015-12-31$3,336
Participant contributions at beginning of year2015-12-31$12,096
Participant contributions at end of year2015-12-31$4,309
Participant contributions at beginning of year2015-12-31$0
Assets. Other investments not covered elsewhere at end of year2015-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$1,468
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$0
Assets. Loans (other than to participants) at beginning of year2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$0
Administrative expenses (other) incurred2015-12-31$888
Liabilities. Value of operating payables at beginning of year2015-12-31$0
Total non interest bearing cash at beginning of year2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$100,180
Value of net assets at end of year (total assets less liabilities)2015-12-31$413,523
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$313,343
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Assets. partnership/joint venture interests at beginning of year2015-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$403,752
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$299,784
Interest on participant loans2015-12-31$223
Value of interest in master investment trust accounts at end of year2015-12-31$0
Value of interest in master investment trust accounts at beginning of year2015-12-31$0
Value of interest in common/collective trusts at end of year2015-12-31$0
Value of interest in common/collective trusts at beginning of year2015-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$794
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$1,463
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$1,463
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2015-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2015-12-31$0
Asset value of US Government securities at beginning of year2015-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-33,345
Net investment gain/loss from pooled separate accounts2015-12-31$0
Net investment gain or loss from common/collective trusts2015-12-31$0
Net gain/loss from 103.12 investment entities2015-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Assets. Invements in employer securities at beginning of year2015-12-31$0
Assets. Value of employer real property at beginning of year2015-12-31$0
Contributions received in cash from employer2015-12-31$34,816
Employer contributions (assets) at end of year2015-12-31$1,332
Employer contributions (assets) at beginning of year2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$34,405
Asset. Corporate debt instrument preferred debt at beginning of year2015-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2015-12-31$0
Contract administrator fees2015-12-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2015-12-31$0
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Liabilities. Value of acquisition indebtedness at beginning of year2015-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2015-12-31381357951

Form 5500 Responses for HUMANE SOCIETY OF HURON VALLEY 401(K) PROFIT SHARING PLAN & TRUST

2022: HUMANE SOCIETY OF HURON VALLEY 401(K) PROFIT SHARING PLAN & TRUST 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: HUMANE SOCIETY OF HURON VALLEY 401(K) PROFIT SHARING PLAN & TRUST 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: HUMANE SOCIETY OF HURON VALLEY 401(K) PROFIT SHARING PLAN & TRUST 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: HUMANE SOCIETY OF HURON VALLEY 401(K) PROFIT SHARING PLAN & TRUST 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: HUMANE SOCIETY OF HURON VALLEY 401(K) PROFIT SHARING PLAN & TRUST 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: HUMANE SOCIETY OF HURON VALLEY 401(K) PROFIT SHARING PLAN & TRUST 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: HUMANE SOCIETY OF HURON VALLEY 401(K) PROFIT SHARING PLAN & TRUST 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
2015: HUMANE SOCIETY OF HURON VALLEY 401(K) PROFIT SHARING PLAN & TRUST 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes

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