401k Plan data: HB CAPITAL MANAGEMENT, INC. PROFIT SHARING PLAN plan

HB CAPITAL MANAGEMENT, INC. PROFIT SHARING PLAN 401k Plan overview

Plan Name	HB CAPITAL MANAGEMENT, INC. PROFIT SHARING PLAN
Plan identification number	001

HB CAPITAL MANAGEMENT, INC. PROFIT SHARING 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.
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.
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

HB CAPITAL MANAGEMENT, INC. has sponsored the creation of one or more 401k plans.

Company Name: HB CAPITAL MANAGEMENT, INC.

Employer identification number (EIN): 541684897

NAIC Classification: 523900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HB CAPITAL MANAGEMENT, INC. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2016-01-01
001 2015-01-01
001 2013-01-01
001 2012-01-01 HOWARD BERSTEIN 2013-07-25
001 2011-01-01 HOWARD A. BERNSTEIN 2012-09-26
001 2010-01-01 HOWARD A. BERNSTEIN 2011-10-12
001 1995-01-01 HOWARD BERNSTEIN

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2016-01-01
001	2015-01-01
001	2013-01-01
001	2012-01-01	HOWARD BERSTEIN	2013-07-25
001	2011-01-01	HOWARD A. BERNSTEIN	2012-09-26
001	2010-01-01	HOWARD A. BERNSTEIN	2011-10-12
001	1995-01-01	HOWARD BERNSTEIN

Plan Statistics for HB CAPITAL MANAGEMENT, INC. PROFIT SHARING PLAN

401k plan membership statisitcs for HB CAPITAL MANAGEMENT, INC. PROFIT SHARING PLAN

Measure Date Value
1995: HB CAPITAL MANAGEMENT, INC. PROFIT SHARING PLAN 1995 401k membership
Total participants, beginning-of-year 1995-01-01 1
Total number of active participants reported on line 7a of the Form 5500 1995-01-01 2
Number of retired or separated participants receiving benefits 1995-01-01 0
Number of other retired or separated participants entitled to future benefits 1995-01-01 0
Total of all active and inactive participants 1995-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 1995-01-01 0
Total participants 1995-01-01 2
Number of participants with account balances 1995-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 1995-01-01 0

Measure	Date	Value
1995: HB CAPITAL MANAGEMENT, INC. PROFIT SHARING PLAN 1995 401k membership
Total participants, beginning-of-year	1995-01-01	1
Total number of active participants reported on line 7a of the Form 5500	1995-01-01	2
Number of retired or separated participants receiving benefits	1995-01-01	0
Number of other retired or separated participants entitled to future benefits	1995-01-01	0
Total of all active and inactive participants	1995-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	1995-01-01	0
Total participants	1995-01-01	2
Number of participants with account balances	1995-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	1995-01-01	0

Financial Data on HB CAPITAL MANAGEMENT, INC. PROFIT SHARING PLAN

Measure	Date	Value
1996 : HB CAPITAL MANAGEMENT, INC. PROFIT SHARING PLAN 1996 401k financial data
Total income from all sources	1996-12-31	$1,921
Expenses. Total of all expenses incurred	1996-12-31	$4,738
Benefits paid (including direct rollovers)	1996-12-31	$4,738
Total plan assets at end of year	1996-12-31	$12,482
Total plan assets at beginning of year	1996-12-31	$15,299
Other income received	1996-12-31	$757
Net income (gross income less expenses)	1996-12-31	$-2,817
Net plan assets at end of year (total assets less liabilities)	1996-12-31	$12,482
Net plan assets at beginning of year (total assets less liabilities)	1996-12-31	$15,299
Total contributions received or receivable from employer(s)	1996-12-31	$1,164
1995 : HB CAPITAL MANAGEMENT, INC. PROFIT SHARING PLAN 1995 401k financial data
Transfers to/from the plan	1995-12-31	$-763
Total income from all sources	1995-12-31	$10,173
Expenses. Total of all expenses incurred	1995-12-31	$12
Total plan assets at end of year	1995-12-31	$15,299
Total plan assets at beginning of year	1995-12-31	$5,901
Other income received	1995-12-31	$546
Net income (gross income less expenses)	1995-12-31	$10,161
Net plan assets at end of year (total assets less liabilities)	1995-12-31	$15,299
Net plan assets at beginning of year (total assets less liabilities)	1995-12-31	$5,901
Total contributions received or receivable from employer(s)	1995-12-31	$9,627
Expenses. Administrative service providers (salaries,fees and commissions)	1995-12-31	$12

Form 5500 Responses for HB CAPITAL MANAGEMENT, INC. PROFIT SHARING PLAN

1995: HB CAPITAL MANAGEMENT, INC. PROFIT SHARING PLAN 1995 form 5500 responses
1995-01-01	Type of plan entity	Single employer plan
1995-01-01	First time form 5500 has been submitted	Yes
1995-01-01	Submission has been amended	No
1995-01-01	This submission is the final filing	No
1995-01-01	This return/report is a short plan year return/report (less than 12 months)	No
1995-01-01	Plan is a collectively bargained plan	No
1995-01-01	Plan funding arrangement – Trust	Yes
1995-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	HB CAPITAL MANAGEMENT, INC.
Employer identification number (EIN):	541684897
NAIC Classification:	523900