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THE HOBIE CAT COMPANY 401K PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan NameTHE HOBIE CAT COMPANY 401K PROFIT SHARING PLAN & TRUST
Plan identification number 001

THE HOBIE CAT COMPANY 401K 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

THE HOBIE CAT COMPANY has sponsored the creation of one or more 401k plans.

Company Name:THE HOBIE CAT COMPANY
Employer identification number (EIN):431707169
NAIC Classification:336610

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE HOBIE CAT COMPANY 401K PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01BILL BALDWIN BILL BALDWIN2018-09-21
0012016-01-01BILL BALDWIN BILL BALDWIN2017-10-06
0012015-01-01BILL BALDWIN BILL BALDWIN2016-10-11
0012014-01-01BILL BALDWIN BILL BALDWIN2015-10-14
0012013-01-01BILL BALDWIN BILL BALDWIN2014-09-15
0012012-01-01BILL BALDWIN BILL BALDWIN2013-10-14
0012011-01-01BILL BALDWIN BILL BALDWIN2012-10-15
0012010-01-01BILL BALDWIN
0012009-01-01 BILL BALDWIN2010-10-14
0012009-01-01BILL BALDWIN BILL BALDWIN2010-10-14

Plan Statistics for THE HOBIE CAT COMPANY 401K PROFIT SHARING PLAN & TRUST

401k plan membership statisitcs for THE HOBIE CAT COMPANY 401K PROFIT SHARING PLAN & TRUST

Measure Date Value
2021: THE HOBIE CAT COMPANY 401K PROFIT SHARING PLAN & TRUST 2021 401k membership
Total participants, beginning-of-year2021-01-01120
Total number of active participants reported on line 7a of the Form 55002021-01-010
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-010
Number of participants with account balances2021-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: THE HOBIE CAT COMPANY 401K PROFIT SHARING PLAN & TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-01218
Total number of active participants reported on line 7a of the Form 55002020-01-01170
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0125
Total of all active and inactive participants2020-01-01195
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01195
Number of participants with account balances2020-01-01117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-014
2019: THE HOBIE CAT COMPANY 401K PROFIT SHARING PLAN & TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-01215
Total number of active participants reported on line 7a of the Form 55002019-01-01184
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0126
Total of all active and inactive participants2019-01-01210
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01210
Number of participants with account balances2019-01-01135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-014
2018: THE HOBIE CAT COMPANY 401K PROFIT SHARING PLAN & TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-01224
Total number of active participants reported on line 7a of the Form 55002018-01-01184
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0118
Total of all active and inactive participants2018-01-01202
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01202
Number of participants with account balances2018-01-01132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-016
2017: THE HOBIE CAT COMPANY 401K PROFIT SHARING PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-01224
Total number of active participants reported on line 7a of the Form 55002017-01-01211
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0113
Total of all active and inactive participants2017-01-01224
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01224
Number of participants with account balances2017-01-0198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: THE HOBIE CAT COMPANY 401K PROFIT SHARING PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-01222
Total number of active participants reported on line 7a of the Form 55002016-01-01219
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0111
Total of all active and inactive participants2016-01-01230
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01230
Number of participants with account balances2016-01-0191
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-012
2015: THE HOBIE CAT COMPANY 401K PROFIT SHARING PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-01190
Total number of active participants reported on line 7a of the Form 55002015-01-01202
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-015
Total of all active and inactive participants2015-01-01207
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-01208
Number of participants with account balances2015-01-0174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-011
2014: THE HOBIE CAT COMPANY 401K PROFIT SHARING PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-01187
Total number of active participants reported on line 7a of the Form 55002014-01-01180
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-015
Total of all active and inactive participants2014-01-01185
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01185
Number of participants with account balances2014-01-0173
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: THE HOBIE CAT COMPANY 401K PROFIT SHARING PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-01180
Total number of active participants reported on line 7a of the Form 55002013-01-01179
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-016
Total of all active and inactive participants2013-01-01185
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01185
Number of participants with account balances2013-01-0165
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: THE HOBIE CAT COMPANY 401K PROFIT SHARING PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-01157
Total number of active participants reported on line 7a of the Form 55002012-01-01175
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-015
Total of all active and inactive participants2012-01-01180
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01180
Number of participants with account balances2012-01-0162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: THE HOBIE CAT COMPANY 401K PROFIT SHARING PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-01150
Total number of active participants reported on line 7a of the Form 55002011-01-01153
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-014
Total of all active and inactive participants2011-01-01157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01157
Number of participants with account balances2011-01-0159
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: THE HOBIE CAT COMPANY 401K PROFIT SHARING PLAN & TRUST 2010 401k membership
Total participants, beginning-of-year2010-01-01140
Total number of active participants reported on line 7a of the Form 55002010-01-01148
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-012
Total of all active and inactive participants2010-01-01150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01150
Number of participants with account balances2010-01-0156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-011
2009: THE HOBIE CAT COMPANY 401K PROFIT SHARING PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-01154
Total number of active participants reported on line 7a of the Form 55002009-01-01138
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-012
Total of all active and inactive participants2009-01-01140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01140
Number of participants with account balances2009-01-0156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on THE HOBIE CAT COMPANY 401K PROFIT SHARING PLAN & TRUST

Measure Date Value
2021 : THE HOBIE CAT COMPANY 401K PROFIT SHARING PLAN & TRUST 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-10-31$0
Total transfer of assets to this plan2021-10-31$0
Total transfer of assets from this plan2021-10-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-10-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-10-31$0
Total income from all sources (including contributions)2021-10-31$1,201,498
Total loss/gain on sale of assets2021-10-31$0
Total of all expenses incurred2021-10-31$9,432,479
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-10-31$9,378,741
Expenses. Certain deemed distributions of participant loans2021-10-31$5,731
Value of total corrective distributions2021-10-31$11,063
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-10-31$435,327
Value of total assets at end of year2021-10-31$0
Value of total assets at beginning of year2021-10-31$8,230,981
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-10-31$36,944
Total interest from all sources2021-10-31$2,034
Total dividends received (eg from common stock, registered investment company shares)2021-10-31$44,264
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-10-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2021-10-31$0
Total dividends received from registered investment company shares (eg mutual funds)2021-10-31$44,264
Was this plan covered by a fidelity bond2021-10-31Yes
Value of fidelity bond cover2021-10-31$500,000
If this is an individual account plan, was there a blackout period2021-10-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-10-31$0
Were there any nonexempt tranactions with any party-in-interest2021-10-31No
Contributions received from participants2021-10-31$361,572
Participant contributions at beginning of year2021-10-31$70,789
Administrative expenses (other) incurred2021-10-31$36,944
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-10-31No
Value of net income/loss2021-10-31$-8,230,981
Value of net assets at end of year (total assets less liabilities)2021-10-31$0
Value of net assets at beginning of year (total assets less liabilities)2021-10-31$8,230,981
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-10-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-10-31No
Were any leases to which the plan was party in default or uncollectible2021-10-31No
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-10-31$8,160,192
Interest on participant loans2021-10-31$2,034
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-10-31$719,873
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-10-31No
Was there a failure to transmit to the plan any participant contributions2021-10-31No
Has the plan failed to provide any benefit when due under the plan2021-10-31No
Contributions received in cash from employer2021-10-31$73,755
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-10-31$9,378,741
Did the plan have assets held for investment2021-10-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-10-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-10-31Yes
Opinion of an independent qualified public accountant for this plan2021-10-31Unqualified
Accountancy firm name2021-10-31LAVINE, LOFGREN, MORRIS
Accountancy firm EIN2021-10-31330690020
2020 : THE HOBIE CAT COMPANY 401K 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$1,419,428
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$800,473
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$743,259
Value of total corrective distributions2020-12-31$12,876
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$612,185
Value of total assets at end of year2020-12-31$8,230,981
Value of total assets at beginning of year2020-12-31$7,612,026
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$44,338
Total interest from all sources2020-12-31$4,264
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$167,868
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$167,868
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$501,188
Participant contributions at end of year2020-12-31$70,789
Participant contributions at beginning of year2020-12-31$78,558
Administrative expenses (other) incurred2020-12-31$44,338
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$618,955
Value of net assets at end of year (total assets less liabilities)2020-12-31$8,230,981
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$7,612,026
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$8,160,192
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$7,533,468
Interest on participant loans2020-12-31$4,264
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$635,111
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$110,997
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$743,259
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 name2020-12-31LAVINE, LOFGREN, MORRIS
Accountancy firm EIN2020-12-31330690020
2019 : THE HOBIE CAT COMPANY 401K PROFIT SHARING PLAN & TRUST 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$0
Total transfer of assets to this plan2019-12-31$0
Total transfer of assets from this plan2019-12-31$0
Total transfer of assets from this plan2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$1,957,300
Total income from all sources (including contributions)2019-12-31$1,957,300
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$407,918
Total of all expenses incurred2019-12-31$407,918
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$349,585
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$349,585
Value of total corrective distributions2019-12-31$16,444
Value of total corrective distributions2019-12-31$16,444
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$702,868
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$702,868
Value of total assets at end of year2019-12-31$7,612,026
Value of total assets at end of year2019-12-31$7,612,026
Value of total assets at beginning of year2019-12-31$6,062,644
Value of total assets at beginning of year2019-12-31$6,062,644
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$41,889
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$41,889
Total interest from all sources2019-12-31$5,555
Total interest from all sources2019-12-31$5,555
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$166,062
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$166,062
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$166,062
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$166,062
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$533,203
Contributions received from participants2019-12-31$533,203
Participant contributions at end of year2019-12-31$78,558
Participant contributions at end of year2019-12-31$78,558
Participant contributions at beginning of year2019-12-31$117,121
Participant contributions at beginning of year2019-12-31$117,121
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$42,396
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$42,396
Administrative expenses (other) incurred2019-12-31$41,889
Administrative expenses (other) incurred2019-12-31$41,889
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$1,549,382
Value of net income/loss2019-12-31$1,549,382
Value of net assets at end of year (total assets less liabilities)2019-12-31$7,612,026
Value of net assets at end of year (total assets less liabilities)2019-12-31$7,612,026
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$6,062,644
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$6,062,644
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$7,533,468
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$7,533,468
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$5,945,523
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$5,945,523
Interest on participant loans2019-12-31$5,555
Interest on participant loans2019-12-31$5,555
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,082,815
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,082,815
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$127,269
Contributions received in cash from employer2019-12-31$127,269
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$349,585
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$349,585
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31LAVINE, LOFGREN, MORRIS
Accountancy firm name2019-12-31LAVINE, LOFGREN, MORRIS
Accountancy firm EIN2019-12-31330690020
Accountancy firm EIN2019-12-31330690020
2018 : THE HOBIE CAT COMPANY 401K 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$0
Total transfer of assets from this plan2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$350,167
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$640,474
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$586,452
Value of total corrective distributions2018-12-31$24,104
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$632,063
Value of total assets at end of year2018-12-31$6,062,644
Value of total assets at beginning of year2018-12-31$6,352,951
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$29,918
Total interest from all sources2018-12-31$6,769
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$154,483
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$154,483
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$508,587
Participant contributions at end of year2018-12-31$117,121
Participant contributions at beginning of year2018-12-31$93,618
Administrative expenses (other) incurred2018-12-31$29,918
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-290,307
Value of net assets at end of year (total assets less liabilities)2018-12-31$6,062,644
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$6,352,951
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$5,945,523
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$6,259,333
Interest on participant loans2018-12-31$6,769
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-443,148
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$123,476
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$586,452
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 name2018-12-31LAVINE, LOFGREN, MORRIS
Accountancy firm EIN2018-12-31330690020
2017 : THE HOBIE CAT COMPANY 401K 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$1,537,023
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$340,114
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$324,741
Value of total corrective distributions2017-12-31$14,448
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$647,269
Value of total assets at end of year2017-12-31$6,352,951
Value of total assets at beginning of year2017-12-31$5,156,042
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$925
Total interest from all sources2017-12-31$6,359
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$240,917
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$240,917
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
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$479,615
Participant contributions at end of year2017-12-31$93,618
Participant contributions at beginning of year2017-12-31$136,155
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$58,061
Administrative expenses (other) incurred2017-12-31$925
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,196,909
Value of net assets at end of year (total assets less liabilities)2017-12-31$6,352,951
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$5,156,042
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$6,259,333
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$5,019,887
Interest on participant loans2017-12-31$6,359
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$642,478
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$109,593
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$324,741
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 name2017-12-31LAVINE, LOFGREN, MORRIS
Accountancy firm EIN2017-12-31330690020
2016 : THE HOBIE CAT COMPANY 401K PROFIT SHARING PLAN & TRUST 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$0
Total transfer of assets from this plan2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$812,946
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$352,257
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$350,519
Value of total corrective distributions2016-12-31$688
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$527,345
Value of total assets at end of year2016-12-31$5,156,042
Value of total assets at beginning of year2016-12-31$4,695,353
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$1,050
Total interest from all sources2016-12-31$6,958
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$151,315
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$151,315
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$470,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$419,880
Participant contributions at end of year2016-12-31$136,155
Participant contributions at beginning of year2016-12-31$101,198
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$10,568
Administrative expenses (other) incurred2016-12-31$1,050
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$460,689
Value of net assets at end of year (total assets less liabilities)2016-12-31$5,156,042
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$4,695,353
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$5,019,887
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$4,594,155
Interest on participant loans2016-12-31$6,958
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$127,328
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$96,897
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$350,519
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 name2016-12-31LAVINE, LOFGREN, MORRIS & ENGELBERG
Accountancy firm EIN2016-12-31330690020
2015 : THE HOBIE CAT COMPANY 401K PROFIT SHARING PLAN & TRUST 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$0
Total transfer of assets from this plan2015-12-31$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$452,977
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$79,327
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$69,934
Value of total corrective distributions2015-12-31$8,793
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$473,870
Value of total assets at end of year2015-12-31$4,695,353
Value of total assets at beginning of year2015-12-31$4,321,703
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$600
Total interest from all sources2015-12-31$3,516
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$239,161
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$239,161
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$433,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$383,901
Participant contributions at end of year2015-12-31$101,198
Participant contributions at beginning of year2015-12-31$66,254
Administrative expenses (other) incurred2015-12-31$600
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$373,650
Value of net assets at end of year (total assets less liabilities)2015-12-31$4,695,353
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$4,321,703
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$4,594,155
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$4,255,449
Interest on participant loans2015-12-31$3,516
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-263,570
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
Contributions received in cash from employer2015-12-31$89,969
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$69,934
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
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 name2015-12-31LAVINE, LOFGREN, MORRIS
Accountancy firm EIN2015-12-31330690020
2014 : THE HOBIE CAT COMPANY 401K PROFIT SHARING PLAN & TRUST 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets to this plan2014-12-31$0
Total transfer of assets from this plan2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$633,575
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$113,541
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$93,779
Value of total corrective distributions2014-12-31$18,812
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$432,671
Value of total assets at end of year2014-12-31$4,321,703
Value of total assets at beginning of year2014-12-31$3,801,669
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$950
Total interest from all sources2014-12-31$2,542
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$312,646
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$312,646
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$381,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$348,761
Participant contributions at end of year2014-12-31$66,254
Participant contributions at beginning of year2014-12-31$34,021
Administrative expenses (other) incurred2014-12-31$950
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$520,034
Value of net assets at end of year (total assets less liabilities)2014-12-31$4,321,703
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$3,801,669
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$4,255,449
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$3,767,648
Interest on participant loans2014-12-31$2,542
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-114,284
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$83,910
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$93,779
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31LAVINE, LOFGREN, MORRIS
Accountancy firm EIN2014-12-31330690020
2013 : THE HOBIE CAT COMPANY 401K PROFIT SHARING PLAN & TRUST 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$1,031,325
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$443,012
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$413,000
Value of total corrective distributions2013-12-31$29,412
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$423,792
Value of total assets at end of year2013-12-31$3,801,669
Value of total assets at beginning of year2013-12-31$3,213,356
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$600
Total interest from all sources2013-12-31$1,672
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$172,474
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$172,474
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$322,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$342,355
Participant contributions at end of year2013-12-31$34,021
Participant contributions at beginning of year2013-12-31$39,616
Administrative expenses (other) incurred2013-12-31$600
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$588,313
Value of net assets at end of year (total assets less liabilities)2013-12-31$3,801,669
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$3,213,356
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$3,767,648
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$3,173,740
Interest on participant loans2013-12-31$1,672
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$433,387
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$81,437
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$413,000
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31LAVINE, LOFGREN, MORRIS
Accountancy firm EIN2013-12-31330690020
2012 : THE HOBIE CAT COMPANY 401K PROFIT SHARING PLAN & TRUST 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$762,538
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$207,861
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$197,778
Value of total corrective distributions2012-12-31$9,008
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$396,274
Value of total assets at end of year2012-12-31$3,213,356
Value of total assets at beginning of year2012-12-31$2,658,679
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$1,075
Total interest from all sources2012-12-31$743
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$119,366
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$119,366
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$266,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$325,410
Participant contributions at end of year2012-12-31$39,616
Participant contributions at beginning of year2012-12-31$20,753
Administrative expenses (other) incurred2012-12-31$1,075
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$554,677
Value of net assets at end of year (total assets less liabilities)2012-12-31$3,213,356
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$2,658,679
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$3,173,740
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$2,637,926
Interest on participant loans2012-12-31$743
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$246,155
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$70,864
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$197,778
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31LAVINE, LOFGREN, MORRIS
Accountancy firm EIN2012-12-31330690020
2011 : THE HOBIE CAT COMPANY 401K PROFIT SHARING PLAN & TRUST 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$345,052
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$14,756
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$776
Value of total corrective distributions2011-12-31$13,555
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$371,214
Value of total assets at end of year2011-12-31$2,658,679
Value of total assets at beginning of year2011-12-31$2,328,383
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$425
Total interest from all sources2011-12-31$1,163
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$94,872
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$94,872
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$233,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$307,561
Participant contributions at end of year2011-12-31$20,753
Participant contributions at beginning of year2011-12-31$24,739
Administrative expenses (other) incurred2011-12-31$425
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$330,296
Value of net assets at end of year (total assets less liabilities)2011-12-31$2,658,679
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$2,328,383
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$2,637,926
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$2,303,644
Interest on participant loans2011-12-31$1,163
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-122,197
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$63,653
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$776
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31LAVINE, LOFGREN, MORRIS
Accountancy firm EIN2011-12-31330690020
2010 : THE HOBIE CAT COMPANY 401K PROFIT SHARING PLAN & TRUST 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$604,766
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$20,437
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$6,260
Value of total corrective distributions2010-12-31$13,652
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$342,142
Value of total assets at end of year2010-12-31$2,328,383
Value of total assets at beginning of year2010-12-31$1,744,054
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$525
Total interest from all sources2010-12-31$958
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$49,114
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$49,114
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$200,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$283,558
Participant contributions at end of year2010-12-31$24,739
Participant contributions at beginning of year2010-12-31$18,921
Administrative expenses (other) incurred2010-12-31$525
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$584,329
Value of net assets at end of year (total assets less liabilities)2010-12-31$2,328,383
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$1,744,054
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$2,303,644
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$1,725,133
Interest on participant loans2010-12-31$958
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$212,552
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$58,584
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$6,260
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31LAVINE, LOFGREN, MORRIS
Accountancy firm EIN2010-12-31330690020

Form 5500 Responses for THE HOBIE CAT COMPANY 401K PROFIT SHARING PLAN & TRUST

2021: THE HOBIE CAT COMPANY 401K 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 filingYes
2021-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: THE HOBIE CAT COMPANY 401K 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: THE HOBIE CAT COMPANY 401K 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: THE HOBIE CAT COMPANY 401K 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: THE HOBIE CAT COMPANY 401K 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: THE HOBIE CAT COMPANY 401K 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: THE HOBIE CAT COMPANY 401K 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
2014: THE HOBIE CAT COMPANY 401K PROFIT SHARING PLAN & TRUST 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: THE HOBIE CAT COMPANY 401K PROFIT SHARING PLAN & TRUST 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: THE HOBIE CAT COMPANY 401K PROFIT SHARING PLAN & TRUST 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: THE HOBIE CAT COMPANY 401K PROFIT SHARING PLAN & TRUST 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: THE HOBIE CAT COMPANY 401K PROFIT SHARING PLAN & TRUST 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: THE HOBIE CAT COMPANY 401K PROFIT SHARING PLAN & TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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