401k Plan data: J HANNA & ASSOCIATES INC RETIREMENT PLAN plan

J HANNA & ASSOCIATES INC RETIREMENT PLAN 401k Plan overview

Plan Name	J HANNA & ASSOCIATES INC RETIREMENT PLAN
Plan identification number	001

J HANNA & ASSOCIATES INC RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
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.
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.

401k Sponsoring company profile

J HANNA & ASSOCIATES INC has sponsored the creation of one or more 401k plans.

Company Name: J HANNA & ASSOCIATES INC

Employer identification number (EIN): 474924725

NAIC Classification: 523110
NAIC Description: Investment Banking and Securities Dealing

Form 5500 Filing Information

Submission information for form 5500 for 401k plan J HANNA & ASSOCIATES INC RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 JEFFERY HANNA
001 2016-01-01 JEFFERY HANNA
001 2015-08-27 JEFFERY HANNA

Plan Statistics for J HANNA & ASSOCIATES INC RETIREMENT PLAN

401k plan membership statisitcs for J HANNA & ASSOCIATES INC RETIREMENT PLAN

Measure Date Value
2022: J HANNA & ASSOCIATES INC RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 2
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 0
Total of all active and inactive participants 2022-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 2
Number of participants with account balances 2022-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: J HANNA & ASSOCIATES INC RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 2
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 0
Total of all active and inactive participants 2021-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 2
Number of participants with account balances 2021-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: J HANNA & ASSOCIATES INC RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 2
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 0
Total of all active and inactive participants 2020-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 2
Number of participants with account balances 2020-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: J HANNA & ASSOCIATES INC RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 2
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 0
Total of all active and inactive participants 2019-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 2
Number of participants with account balances 2019-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: J HANNA & ASSOCIATES INC RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 3
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 0
Total of all active and inactive participants 2018-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 3
Number of participants with account balances 2018-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: J HANNA & ASSOCIATES INC RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 3
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 0
Total of all active and inactive participants 2017-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 3
Number of participants with account balances 2017-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: J HANNA & ASSOCIATES INC RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 2
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 0
Total of all active and inactive participants 2016-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 2
Number of participants with account balances 2016-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: J HANNA & ASSOCIATES INC RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-08-27 2
Total number of active participants reported on line 7a of the Form 5500 2015-08-27 2
Number of retired or separated participants receiving benefits 2015-08-27 0
Number of other retired or separated participants entitled to future benefits 2015-08-27 0
Total of all active and inactive participants 2015-08-27 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-08-27 0
Total participants 2015-08-27 2
Number of participants with account balances 2015-08-27 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-08-27 0

Measure	Date	Value
2022: J HANNA & ASSOCIATES INC RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	2
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	0
Total of all active and inactive participants	2022-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	2
Number of participants with account balances	2022-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: J HANNA & ASSOCIATES INC RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	2
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	0
Total of all active and inactive participants	2021-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	2
Number of participants with account balances	2021-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: J HANNA & ASSOCIATES INC RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	2
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	0
Total of all active and inactive participants	2020-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	2
Number of participants with account balances	2020-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: J HANNA & ASSOCIATES INC RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	2
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	0
Total of all active and inactive participants	2019-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	2
Number of participants with account balances	2019-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: J HANNA & ASSOCIATES INC RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	3
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	0
Total of all active and inactive participants	2018-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	3
Number of participants with account balances	2018-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: J HANNA & ASSOCIATES INC RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	3
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	0
Total of all active and inactive participants	2017-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	3
Number of participants with account balances	2017-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: J HANNA & ASSOCIATES INC RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	2
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	0
Total of all active and inactive participants	2016-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	2
Number of participants with account balances	2016-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: J HANNA & ASSOCIATES INC RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-08-27	2
Total number of active participants reported on line 7a of the Form 5500	2015-08-27	2
Number of retired or separated participants receiving benefits	2015-08-27	0
Number of other retired or separated participants entitled to future benefits	2015-08-27	0
Total of all active and inactive participants	2015-08-27	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-08-27	0
Total participants	2015-08-27	2
Number of participants with account balances	2015-08-27	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-08-27	0

Financial Data on J HANNA & ASSOCIATES INC RETIREMENT PLAN

Measure	Date	Value
2022 : J HANNA & ASSOCIATES INC RETIREMENT PLAN 2022 401k financial data
Total income from all sources	2022-12-31	$150,002
Expenses. Total of all expenses incurred	2022-12-31	$0
Total plan assets at end of year	2022-12-31	$2,650,324
Total plan assets at beginning of year	2022-12-31	$2,500,322
Other income received	2022-12-31	$150,002
Net income (gross income less expenses)	2022-12-31	$150,002
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$2,650,324
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$2,500,322
Assets. Value of employer securities	2022-12-31	$2,650,000
2021 : J HANNA & ASSOCIATES INC RETIREMENT PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$700,000
Expenses. Total of all expenses incurred	2021-12-31	$0
Total plan assets at end of year	2021-12-31	$2,500,322
Total plan assets at beginning of year	2021-12-31	$1,800,322
Other income received	2021-12-31	$700,000
Net income (gross income less expenses)	2021-12-31	$700,000
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$2,500,322
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$1,800,322
Assets. Value of employer securities	2021-12-31	$2,500,000
2020 : J HANNA & ASSOCIATES INC RETIREMENT PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$675,001
Expenses. Total of all expenses incurred	2020-12-31	$0
Total plan assets at end of year	2020-12-31	$1,800,322
Total plan assets at beginning of year	2020-12-31	$1,125,321
Other income received	2020-12-31	$675,001
Net income (gross income less expenses)	2020-12-31	$675,001
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$1,800,322
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$1,125,321
Assets. Value of employer securities	2020-12-31	$1,800,000
2019 : J HANNA & ASSOCIATES INC RETIREMENT PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$175,006
Expenses. Total of all expenses incurred	2019-12-31	$0
Total plan assets at end of year	2019-12-31	$1,125,321
Total plan assets at beginning of year	2019-12-31	$950,315
Other income received	2019-12-31	$175,006
Net income (gross income less expenses)	2019-12-31	$175,006
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$1,125,321
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$950,315
Assets. Value of employer securities	2019-12-31	$1,125,000
2018 : J HANNA & ASSOCIATES INC RETIREMENT PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$100,004
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	$950,315
Total plan assets at beginning of year	2018-12-31	$850,311
Total contributions received or receivable from participants	2018-12-31	$0
Contributions received from other sources (not participants or employers)	2018-12-31	$0
Other income received	2018-12-31	$100,004
Net income (gross income less expenses)	2018-12-31	$100,004
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$950,315
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$850,311
Assets. Value of employer securities	2018-12-31	$950,000
Total contributions received or receivable from employer(s)	2018-12-31	$0
Value of certain deemed distributions of participant loans	2018-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$0
2017 : J HANNA & ASSOCIATES INC RETIREMENT PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$350,001
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	$850,311
Total plan assets at beginning of year	2017-12-31	$500,310
Total contributions received or receivable from participants	2017-12-31	$0
Contributions received from other sources (not participants or employers)	2017-12-31	$0
Other income received	2017-12-31	$350,001
Net income (gross income less expenses)	2017-12-31	$350,001
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$850,311
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$500,310
Assets. Value of employer securities	2017-12-31	$850,000
Total contributions received or receivable from employer(s)	2017-12-31	$0
Value of certain deemed distributions of participant loans	2017-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$0
2016 : J HANNA & ASSOCIATES INC RETIREMENT PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$299,500
Expenses. Total of all expenses incurred	2016-12-31	$80
Benefits paid (including direct rollovers)	2016-12-31	$0
Total plan assets at end of year	2016-12-31	$500,310
Total plan assets at beginning of year	2016-12-31	$200,890
Total contributions received or receivable from participants	2016-12-31	$0
Contributions received from other sources (not participants or employers)	2016-12-31	$0
Other income received	2016-12-31	$299,500
Net income (gross income less expenses)	2016-12-31	$299,420
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$500,310
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$200,890
Assets. Value of employer securities	2016-12-31	$500,000
Total contributions received or receivable from employer(s)	2016-12-31	$0
Value of certain deemed distributions of participant loans	2016-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$80
2015 : J HANNA & ASSOCIATES INC RETIREMENT PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$201,000
Expenses. Total of all expenses incurred	2015-12-31	$110
Benefits paid (including direct rollovers)	2015-12-31	$0
Total plan assets at end of year	2015-12-31	$200,890
Total contributions received or receivable from participants	2015-12-31	$0
Contributions received from other sources (not participants or employers)	2015-12-31	$201,000
Other income received	2015-12-31	$0
Net income (gross income less expenses)	2015-12-31	$200,890
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$200,890
Assets. Value of employer securities	2015-12-31	$200,500
Total contributions received or receivable from employer(s)	2015-12-31	$0
Value of certain deemed distributions of participant loans	2015-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$110

Form 5500 Responses for J HANNA & ASSOCIATES INC RETIREMENT PLAN

2022: J HANNA & ASSOCIATES INC RETIREMENT PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: J HANNA & ASSOCIATES INC RETIREMENT 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: J HANNA & ASSOCIATES INC RETIREMENT 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: J HANNA & ASSOCIATES INC RETIREMENT 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: J HANNA & ASSOCIATES INC RETIREMENT PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: J HANNA & ASSOCIATES INC RETIREMENT PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: J HANNA & ASSOCIATES INC RETIREMENT PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: J HANNA & ASSOCIATES INC RETIREMENT PLAN 2015 form 5500 responses
2015-08-27	Type of plan entity	Single employer plan
2015-08-27	First time form 5500 has been submitted	Yes
2015-08-27	This return/report is a short plan year return/report (less than 12 months)	Yes
2015-08-27	Plan funding arrangement – Trust	Yes
2015-08-27	Plan benefit arrangement - Trust	Yes

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Company Name:	J HANNA & ASSOCIATES INC
Employer identification number (EIN):	474924725
NAIC Classification:	523110
NAIC Description:	Investment Banking and Securities Dealing