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Plan Name | HART & COOLEY INC. FROZEN CASH BALANCE PENSION PLAN |
Plan identification number | 004 |
401k Plan Type | Defined Benefit Pension |
Plan Features/Benefits |
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Company Name: | HART & COOLEY, LLC |
Employer identification number (EIN): | 522206266 |
NAIC Classification: | 332900 |
Additional information about HART & COOLEY, LLC
Jurisdiction of Incorporation: | Texas Secretary of State |
Incorporation Date: | 2000-01-10 |
Company Identification Number: | 0013021706 |
Legal Registered Office Address: |
4460 44TH ST SE STE F GRAND RAPIDS United States of America (USA) 49512 |
More information about HART & COOLEY, LLC
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
004 | 2011-01-01 | JOHN BARKER | |||
004 | 2010-01-01 | JOHN BARKER | |||
004 | 2009-01-01 | JOHN BARKER | 2010-10-14 | ||
004 | 2009-01-01 | JOHN BARKER |
Measure | Date | Value |
---|---|---|
2011: HART & COOLEY INC. FROZEN CASH BALANCE PENSION PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 60 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 38 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 3 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 14 |
Total of all active and inactive participants | 2011-01-01 | 55 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 55 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2010: HART & COOLEY INC. FROZEN CASH BALANCE PENSION PLAN 2010 401k membership | ||
Total participants, beginning-of-year | 2010-01-01 | 65 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 45 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 3 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 12 |
Total of all active and inactive participants | 2010-01-01 | 60 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
Total participants | 2010-01-01 | 60 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 0 |
2009: HART & COOLEY INC. FROZEN CASH BALANCE PENSION PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 73 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 50 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 3 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 12 |
Total of all active and inactive participants | 2009-01-01 | 65 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 65 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2011 : HART & COOLEY INC. FROZEN CASH BALANCE PENSION PLAN 2011 401k financial data | ||
Total plan liabilities at end of year | 2011-12-31 | $5,674 |
Total plan liabilities at beginning of year | 2011-12-31 | $488 |
Total income from all sources | 2011-12-31 | $347,062 |
Expenses. Total of all expenses incurred | 2011-12-31 | $158,943 |
Benefits paid (including direct rollovers) | 2011-12-31 | $123,666 |
Total plan assets at end of year | 2011-12-31 | $1,760,061 |
Total plan assets at beginning of year | 2011-12-31 | $1,566,756 |
Value of fidelity bond covering the plan | 2011-12-31 | $156,627 |
Expenses. Other expenses not covered elsewhere | 2011-12-31 | $2,100 |
Other income received | 2011-12-31 | $323,098 |
Net income (gross income less expenses) | 2011-12-31 | $188,119 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $1,754,387 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $1,566,268 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $23,964 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $33,177 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
2010 : HART & COOLEY INC. FROZEN CASH BALANCE PENSION PLAN 2010 401k financial data | ||
Total plan liabilities at end of year | 2010-12-31 | $488 |
Total plan liabilities at beginning of year | 2010-12-31 | $140 |
Total income from all sources | 2010-12-31 | $322,375 |
Expenses. Total of all expenses incurred | 2010-12-31 | $189,182 |
Benefits paid (including direct rollovers) | 2010-12-31 | $163,973 |
Total plan assets at end of year | 2010-12-31 | $1,566,756 |
Total plan assets at beginning of year | 2010-12-31 | $1,433,215 |
Value of fidelity bond covering the plan | 2010-12-31 | $500,000 |
Expenses. Other expenses not covered elsewhere | 2010-12-31 | $2,574 |
Other income received | 2010-12-31 | $286,774 |
Net income (gross income less expenses) | 2010-12-31 | $133,193 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $1,566,268 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $1,433,075 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $35,601 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $22,635 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
2009 : HART & COOLEY INC. FROZEN CASH BALANCE PENSION 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 |
2011: HART & COOLEY INC. FROZEN CASH BALANCE PENSION PLAN 2011 form 5500 responses | ||
---|---|---|
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2010: HART & COOLEY INC. FROZEN CASH BALANCE PENSION PLAN 2010 form 5500 responses | ||
2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Submission has been amended | No |
2010-01-01 | This submission is the final filing | No |
2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-01-01 | Plan is a collectively bargained plan | No |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |
2009: HART & COOLEY INC. FROZEN CASH BALANCE PENSION 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 |