401k Plan data: THE HERSRUD COMPANY 401(K) PLAN plan

THE HERSRUD COMPANY 401(K) PLAN 401k Plan overview

Plan Name	THE HERSRUD COMPANY 401(K) PLAN
Plan identification number	002

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

Company Name: THE HERSRUD COMPANY

Employer identification number (EIN): 460338092

NAIC Classification: 441110
NAIC Description: New Car Dealers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE HERSRUD COMPANY 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01 CHRISTOPHER HULSE 2024-06-28
002 2021-01-01 CHRISTOPHER HULSE 2022-06-24
002 2020-01-01 CHRISTOPHER HULSE 2021-06-25
002 2019-01-01 CHRISTOPHER HULSE 2020-07-07
002 2018-01-01 CHRISTOPHER HULSE 2019-07-11
002 2017-01-01 CHRISTOPHER HULSE 2018-06-17
002 2016-01-01 CHRISTOPHER HULSE 2017-06-27
002 2015-01-01 CHRISTOPHER HULSE 2016-07-14
002 2014-01-01 ALAN B SVEDLOW 2015-06-26
002 2013-01-01 ALAN B SVEDLOW 2014-09-29
002 2012-01-01 ALAN B SVEDLOW 2013-07-26
002 2011-01-01 ALAN B. SVEDLOW 2012-07-27
002 2009-01-01 ALAN B. SVEDLOW

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2023-01-01	CHRISTOPHER HULSE	2024-06-28
002	2021-01-01	CHRISTOPHER HULSE	2022-06-24
002	2020-01-01	CHRISTOPHER HULSE	2021-06-25
002	2019-01-01	CHRISTOPHER HULSE	2020-07-07
002	2018-01-01	CHRISTOPHER HULSE	2019-07-11
002	2017-01-01	CHRISTOPHER HULSE	2018-06-17
002	2016-01-01	CHRISTOPHER HULSE	2017-06-27
002	2015-01-01	CHRISTOPHER HULSE	2016-07-14
002	2014-01-01	ALAN B SVEDLOW	2015-06-26
002	2013-01-01	ALAN B SVEDLOW	2014-09-29
002	2012-01-01	ALAN B SVEDLOW	2013-07-26
002	2011-01-01	ALAN B. SVEDLOW	2012-07-27
002	2009-01-01	ALAN B. SVEDLOW

Financial Data on THE HERSRUD COMPANY 401(K) PLAN

Measure	Date	Value
2025 : THE HERSRUD COMPANY 401(K) PLAN 2025 401k financial data
Total transfers to/from plan in this plan year	2025-07-02	0
Total liabilities as of the end of the plan year	2025-07-02	0
Total liabilities as of the beginning of the plan year	2025-07-02	0
Total expenses incurred by plan in this plan year	2025-07-02	99119
Net assets as of the end of the plan year	2025-07-02	1693276
Total assets as of the beginning of the plan year	2025-07-02	1594133
Value of plan covered by a fidelity bond	2025-07-02	350000
Participant contributions to plan in this plan year	2025-07-02	42482
Value of participant loans at end of plan year	2025-07-02	4445
Other expenses paid from plan in this plan year	2025-07-02	0
Other contributions to plan in this plan year	2025-07-02	0
Other income to plan in this plan year	2025-07-02	149076
Plan net income in this plan year	2025-07-02	99143
Net assets as of the end of the plan year	2025-07-02	1693276
Net assets as of the beginning of the plan year	2025-07-02	1594133
Employer contributions to plan in this plan year	2025-07-02	6704
Expensese paid to adminstrative service provicers from plan in this plan year	2025-07-02	5088
2024 : THE HERSRUD COMPANY 401(K) PLAN 2024 401k financial data
Total transfers to/from plan in this plan year	2024-06-28	0
Total liabilities as of the end of the plan year	2024-06-28	0
Total liabilities as of the beginning of the plan year	2024-06-28	0
Total expenses incurred by plan in this plan year	2024-06-28	321617
Net assets as of the end of the plan year	2024-06-28	1594133
Total assets as of the beginning of the plan year	2024-06-28	1676259
Value of plan covered by a fidelity bond	2024-06-28	350000
Participant contributions to plan in this plan year	2024-06-28	38227
Value of participant loans at end of plan year	2024-06-28	5426
Other expenses paid from plan in this plan year	2024-06-28	0
Other contributions to plan in this plan year	2024-06-28	0
Other income to plan in this plan year	2024-06-28	188634
Plan net income in this plan year	2024-06-28	-82126
Net assets as of the end of the plan year	2024-06-28	1594133
Net assets as of the beginning of the plan year	2024-06-28	1676259
Employer contributions to plan in this plan year	2024-06-28	12630
Expensese paid to adminstrative service provicers from plan in this plan year	2024-06-28	5357
2010 : THE HERSRUD COMPANY 401(K) PLAN 2010 401k financial data
Transfers to/from the plan	2010-12-31	$0
Total plan liabilities at end of year	2010-12-31	$0
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$278,237
Expenses. Total of all expenses incurred	2010-12-31	$40,591
Benefits paid (including direct rollovers)	2010-12-31	$38,723
Total plan assets at end of year	2010-12-31	$1,542,939
Total plan assets at beginning of year	2010-12-31	$1,305,293
Value of fidelity bond covering the plan	2010-12-31	$500,000
Total contributions received or receivable from participants	2010-12-31	$67,174
Expenses. Other expenses not covered elsewhere	2010-12-31	$1,868
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$181,151
Noncash contributions received	2010-12-31	$0
Net income (gross income less expenses)	2010-12-31	$237,646
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,542,939
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,305,293
Assets. Value of participant loans	2010-12-31	$14,079
Total contributions received or receivable from employer(s)	2010-12-31	$29,912
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2010-12-31	$0
Minimum employer required contribution for this plan year	2010-12-31	$0
Amount contributed by the employer to the plan for this plan year	2010-12-31	$0
2009 : THE HERSRUD COMPANY 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2009-12-31	$0
Minimum employer required contribution for this plan year	2009-12-31	$0
Amount contributed by the employer to the plan for this plan year	2009-12-31	$0

Form 5500 Responses for THE HERSRUD COMPANY 401(K) PLAN

2009: THE HERSRUD COMPANY 401(K) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

THE HERSRUD COMPANY 401(K) PLAN [EIN = 460412143]

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Company Name:	THE HERSRUD COMPANY
Employer identification number (EIN):	460338092
NAIC Classification:	441110
NAIC Description:	New Car Dealers