401k Plan data: SEVEN HILLS MANAGEMENT INC 401(K) PLAN plan

SEVEN HILLS MANAGEMENT INC 401(K) PLAN 401k Plan overview

Plan Name	SEVEN HILLS MANAGEMENT INC 401(K) PLAN
Plan identification number	001

SEVEN HILLS MANAGEMENT INC 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
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.
Participant-directed brokerage accounts provided as an investment option under the plan.
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

SEVEN HILLS MANAGEMENT INC has sponsored the creation of one or more 401k plans.

Company Name: SEVEN HILLS MANAGEMENT INC

Employer identification number (EIN): 455298726

NAIC Classification: 524210
NAIC Description: Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SEVEN HILLS MANAGEMENT INC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2021-01-01
001 2021-01-01 ALBERTO J. VARGAS
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 ALBERT VARGAS ALBERT VARGAS 2018-10-08
001 2016-01-01 ALBERTO J. VARGAS ALBERTO J. VARGAS 2017-10-09
001 2015-01-01 ALBERTO J. VARGAS ALBERTO J. VARGAS 2016-10-10
001 2014-01-01 ALBERTO J. VARGAS ALBERTO J. VARGAS 2015-08-21
001 2013-01-01 ALBERTO J VARGAS ALBERTO J. VARGAS 2014-12-04
001 2012-05-17 ALBERT VARGAS ALBERT VARGAS 2013-10-11

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2021-01-01
001	2021-01-01	ALBERTO J. VARGAS
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01	ALBERT VARGAS	ALBERT VARGAS	2018-10-08
001	2016-01-01	ALBERTO J. VARGAS	ALBERTO J. VARGAS	2017-10-09
001	2015-01-01	ALBERTO J. VARGAS	ALBERTO J. VARGAS	2016-10-10
001	2014-01-01	ALBERTO J. VARGAS	ALBERTO J. VARGAS	2015-08-21
001	2013-01-01	ALBERTO J VARGAS	ALBERTO J. VARGAS	2014-12-04
001	2012-05-17	ALBERT VARGAS	ALBERT VARGAS	2013-10-11

Financial Data on SEVEN HILLS MANAGEMENT INC 401(K) PLAN

Measure	Date	Value
2021 : SEVEN HILLS MANAGEMENT INC 401(K) PLAN 2021 401k financial data
Transfers to/from the plan	2021-12-31	$0
Total plan liabilities at end of year	2021-12-31	$0
Total plan liabilities at beginning of year	2021-12-31	$0
Total income from all sources	2021-12-31	$-59,538
Expenses. Total of all expenses incurred	2021-12-31	$0
Benefits paid (including direct rollovers)	2021-12-31	$0
Total plan assets at end of year	2021-12-31	$232,993
Total plan assets at beginning of year	2021-12-31	$292,531
Value of fidelity bond covering the plan	2021-12-31	$20,000
Total contributions received or receivable from participants	2021-12-31	$5,038
Expenses. Other expenses not covered elsewhere	2021-12-31	$0
Contributions received from other sources (not participants or employers)	2021-12-31	$0
Other income received	2021-12-31	$-66,459
Noncash contributions received	2021-12-31	$0
Net income (gross income less expenses)	2021-12-31	$-59,538
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$232,993
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$292,531
Assets. Value of employer securities	2021-12-31	$148,979
Total contributions received or receivable from employer(s)	2021-12-31	$1,883
Value of certain deemed distributions of participant loans	2021-12-31	$0
Value of corrective distributions	2021-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$0
2020 : SEVEN HILLS MANAGEMENT INC 401(K) PLAN 2020 401k financial data
Transfers to/from the plan	2020-12-31	$0
Total plan liabilities at end of year	2020-12-31	$0
Total plan liabilities at beginning of year	2020-12-31	$0
Total income from all sources	2020-12-31	$37,024
Expenses. Total of all expenses incurred	2020-12-31	$0
Benefits paid (including direct rollovers)	2020-12-31	$0
Total plan assets at end of year	2020-12-31	$292,531
Total plan assets at beginning of year	2020-12-31	$255,507
Value of fidelity bond covering the plan	2020-12-31	$20,000
Total contributions received or receivable from participants	2020-12-31	$8,233
Expenses. Other expenses not covered elsewhere	2020-12-31	$0
Contributions received from other sources (not participants or employers)	2020-12-31	$0
Other income received	2020-12-31	$26,841
Noncash contributions received	2020-12-31	$0
Net income (gross income less expenses)	2020-12-31	$37,024
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$292,531
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$255,507
Assets. Value of employer securities	2020-12-31	$236,166
Total contributions received or receivable from employer(s)	2020-12-31	$1,950
Value of certain deemed distributions of participant loans	2020-12-31	$0
Value of corrective distributions	2020-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$0
2019 : SEVEN HILLS MANAGEMENT INC 401(K) PLAN 2019 401k financial data
Transfers to/from the plan	2019-12-31	$0
Total plan liabilities at end of year	2019-12-31	$0
Total plan liabilities at beginning of year	2019-12-31	$0
Total income from all sources	2019-12-31	$-38,466
Expenses. Total of all expenses incurred	2019-12-31	$5
Benefits paid (including direct rollovers)	2019-12-31	$0
Total plan assets at end of year	2019-12-31	$255,507
Total plan assets at beginning of year	2019-12-31	$293,978
Value of fidelity bond covering the plan	2019-12-31	$20,000
Total contributions received or receivable from participants	2019-12-31	$6,500
Expenses. Other expenses not covered elsewhere	2019-12-31	$5
Contributions received from other sources (not participants or employers)	2019-12-31	$0
Other income received	2019-12-31	$-46,916
Noncash contributions received	2019-12-31	$0
Net income (gross income less expenses)	2019-12-31	$-38,471
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$255,507
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$293,978
Assets. Value of employer securities	2019-12-31	$220,621
Total contributions received or receivable from employer(s)	2019-12-31	$1,950
Value of certain deemed distributions of participant loans	2019-12-31	$0
Value of corrective distributions	2019-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$0
2018 : SEVEN HILLS MANAGEMENT INC 401(K) PLAN 2018 401k financial data
Transfers to/from the plan	2018-12-31	$0
Total plan liabilities at end of year	2018-12-31	$0
Total plan liabilities at beginning of year	2018-12-31	$0
Total income from all sources	2018-12-31	$-3,318
Expenses. Total of all expenses incurred	2018-12-31	$0
Benefits paid (including direct rollovers)	2018-12-31	$0
Total plan assets at end of year	2018-12-31	$293,978
Total plan assets at beginning of year	2018-12-31	$297,296
Value of fidelity bond covering the plan	2018-12-31	$20,000
Total contributions received or receivable from participants	2018-12-31	$5,037
Expenses. Other expenses not covered elsewhere	2018-12-31	$0
Contributions received from other sources (not participants or employers)	2018-12-31	$0
Other income received	2018-12-31	$-8,355
Noncash contributions received	2018-12-31	$0
Net income (gross income less expenses)	2018-12-31	$-3,318
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$293,978
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$297,296
Assets. Value of employer securities	2018-12-31	$276,517
Total contributions received or receivable from employer(s)	2018-12-31	$0
Value of certain deemed distributions of participant loans	2018-12-31	$0
Value of corrective distributions	2018-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$0
2017 : SEVEN HILLS MANAGEMENT INC 401(K) PLAN 2017 401k financial data
Transfers to/from the plan	2017-12-31	$0
Total plan liabilities at end of year	2017-12-31	$0
Total plan liabilities at beginning of year	2017-12-31	$0
Total income from all sources	2017-12-31	$5,750
Expenses. Total of all expenses incurred	2017-12-31	$0
Benefits paid (including direct rollovers)	2017-12-31	$0
Total plan assets at end of year	2017-12-31	$297,296
Total plan assets at beginning of year	2017-12-31	$291,546
Value of fidelity bond covering the plan	2017-12-31	$20,000
Total contributions received or receivable from participants	2017-12-31	$2,197
Expenses. Other expenses not covered elsewhere	2017-12-31	$0
Contributions received from other sources (not participants or employers)	2017-12-31	$0
Other income received	2017-12-31	$1,672
Noncash contributions received	2017-12-31	$0
Net income (gross income less expenses)	2017-12-31	$5,750
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$297,296
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$291,546
Assets. Value of employer securities	2017-12-31	$284,872
Total contributions received or receivable from employer(s)	2017-12-31	$1,881
Value of certain deemed distributions of participant loans	2017-12-31	$0
Value of corrective distributions	2017-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$0
2016 : SEVEN HILLS MANAGEMENT INC 401(K) PLAN 2016 401k financial data
Transfers to/from the plan	2016-12-31	$0
Total plan liabilities at end of year	2016-12-31	$0
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$-464
Expenses. Total of all expenses incurred	2016-12-31	$24
Benefits paid (including direct rollovers)	2016-12-31	$0
Total plan assets at end of year	2016-12-31	$291,546
Total plan assets at beginning of year	2016-12-31	$292,034
Value of fidelity bond covering the plan	2016-12-31	$20,000
Total contributions received or receivable from participants	2016-12-31	$1,875
Expenses. Other expenses not covered elsewhere	2016-12-31	$24
Contributions received from other sources (not participants or employers)	2016-12-31	$0
Other income received	2016-12-31	$-4,214
Noncash contributions received	2016-12-31	$0
Net income (gross income less expenses)	2016-12-31	$-488
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$291,546
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$292,034
Assets. Value of employer securities	2016-12-31	$284,872
Total contributions received or receivable from employer(s)	2016-12-31	$1,875
Value of certain deemed distributions of participant loans	2016-12-31	$0
Value of corrective distributions	2016-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$0
2015 : SEVEN HILLS MANAGEMENT INC 401(K) PLAN 2015 401k financial data
Transfers to/from the plan	2015-12-31	$0
Total plan liabilities at end of year	2015-12-31	$0
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$48,138
Expenses. Total of all expenses incurred	2015-12-31	$0
Benefits paid (including direct rollovers)	2015-12-31	$0
Total plan assets at end of year	2015-12-31	$292,034
Total plan assets at beginning of year	2015-12-31	$243,896
Total contributions received or receivable from participants	2015-12-31	$1,250
Expenses. Other expenses not covered elsewhere	2015-12-31	$0
Contributions received from other sources (not participants or employers)	2015-12-31	$0
Other income received	2015-12-31	$45,638
Noncash contributions received	2015-12-31	$0
Net income (gross income less expenses)	2015-12-31	$48,138
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$292,034
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$243,896
Assets. Value of employer securities	2015-12-31	$289,534
Total contributions received or receivable from employer(s)	2015-12-31	$1,250
Value of certain deemed distributions of participant loans	2015-12-31	$0
Value of corrective distributions	2015-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$0
2014 : SEVEN HILLS MANAGEMENT INC 401(K) PLAN 2014 401k financial data
Transfers to/from the plan	2014-12-31	$0
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$104,446
Expenses. Total of all expenses incurred	2014-12-31	$0
Benefits paid (including direct rollovers)	2014-12-31	$0
Total plan assets at end of year	2014-12-31	$243,896
Total plan assets at beginning of year	2014-12-31	$139,450
Total contributions received or receivable from participants	2014-12-31	$0
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$104,446
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$104,446
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$243,896
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$139,450
Assets. Value of employer securities	2014-12-31	$243,896
Total contributions received or receivable from employer(s)	2014-12-31	$0
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$0
2013 : SEVEN HILLS MANAGEMENT INC 401(K) PLAN 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
Total plan liabilities at end of year	2013-12-31	$0
Total plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$21,496
Expenses. Total of all expenses incurred	2013-12-31	$0
Benefits paid (including direct rollovers)	2013-12-31	$0
Total plan assets at end of year	2013-12-31	$139,450
Total plan assets at beginning of year	2013-12-31	$117,954
Total contributions received or receivable from participants	2013-12-31	$0
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$21,496
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$21,496
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$139,450
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$117,954
Assets. Value of employer securities	2013-12-31	$139,450
Total contributions received or receivable from employer(s)	2013-12-31	$0
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$0
2012 : SEVEN HILLS MANAGEMENT INC 401(K) PLAN 2012 401k financial data
Transfers to/from the plan	2012-12-31	$0
Total plan liabilities at end of year	2012-12-31	$0
Total plan liabilities at beginning of year	2012-12-31	$0
Total income from all sources	2012-12-31	$117,954
Expenses. Total of all expenses incurred	2012-12-31	$0
Benefits paid (including direct rollovers)	2012-12-31	$0
Total plan assets at end of year	2012-12-31	$117,954
Total plan assets at beginning of year	2012-12-31	$0
Total contributions received or receivable from participants	2012-12-31	$0
Expenses. Other expenses not covered elsewhere	2012-12-31	$0
Contributions received from other sources (not participants or employers)	2012-12-31	$373,252
Other income received	2012-12-31	$-255,298
Noncash contributions received	2012-12-31	$0
Net income (gross income less expenses)	2012-12-31	$117,954
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$117,954
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$0
Assets. Value of employer securities	2012-12-31	$117,954
Total contributions received or receivable from employer(s)	2012-12-31	$0
Value of certain deemed distributions of participant loans	2012-12-31	$0
Value of corrective distributions	2012-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$0

Form 5500 Responses for SEVEN HILLS MANAGEMENT INC 401(K) PLAN

2021: SEVEN HILLS MANAGEMENT INC 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: SEVEN HILLS MANAGEMENT INC 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: SEVEN HILLS MANAGEMENT INC 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: SEVEN HILLS MANAGEMENT INC 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: SEVEN HILLS MANAGEMENT INC 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: SEVEN HILLS MANAGEMENT INC 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: SEVEN HILLS MANAGEMENT INC 401(K) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: SEVEN HILLS MANAGEMENT INC 401(K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: SEVEN HILLS MANAGEMENT INC 401(K) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: SEVEN HILLS MANAGEMENT INC 401(K) PLAN 2012 form 5500 responses
2012-05-17	Type of plan entity	Single employer plan
2012-05-17	First time form 5500 has been submitted	Yes
2012-05-17	Submission has been amended	No
2012-05-17	This submission is the final filing	No
2012-05-17	This return/report is a short plan year return/report (less than 12 months)	Yes
2012-05-17	Plan is a collectively bargained plan	No
2012-05-17	Plan funding arrangement – Trust	Yes
2012-05-17	Plan benefit arrangement - Trust	Yes

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Company Name:	SEVEN HILLS MANAGEMENT INC
Employer identification number (EIN):	455298726
NAIC Classification:	524210
NAIC Description:	Insurance Agencies and Brokerages