| Plan Name | HB CAPITAL MANAGEMENT, INC. MONEY PURCHASE PENSION PLAN |
| Plan identification number | 002 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| Company Name: | HB CAPITAL MANAGEMENT, INC. |
| Employer identification number (EIN): | 541684897 |
| NAIC Classification: | 523900 |
Additional information about HB CAPITAL MANAGEMENT, INC.
| Jurisdiction of Incorporation: | Virginia Secretary of State |
| Incorporation Date: | 1993-10-07 |
| Company Identification Number: | 0416534 |
| Legal Registered Office Address: |
3331 Fern Hollow Place Herndon United States of America (USA) 22071 |
More information about HB CAPITAL MANAGEMENT, INC.
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 002 | 2010-01-01 | HOWARD A. BERNSTEIN | 2011-10-12 | ||
| 002 | 1996-01-01 | HOWARD BERNSTEIN | |||
| 002 | 1995-01-01 | HOWARD BERNSTEIN |
| Measure | Date | Value |
|---|---|---|
| 1996 : HB CAPITAL MANAGEMENT, INC. MONEY PURCHASE PENSION PLAN 1996 401k financial data | ||
| Total income from all sources | 1996-12-31 | $1,457 |
| Expenses. Total of all expenses incurred | 1996-12-31 | $4,776 |
| Benefits paid (including direct rollovers) | 1996-12-31 | $4,764 |
| Total plan assets at end of year | 1996-12-31 | $10,511 |
| Total plan assets at beginning of year | 1996-12-31 | $13,830 |
| Other income received | 1996-12-31 | $681 |
| Net income (gross income less expenses) | 1996-12-31 | $-3,319 |
| Net plan assets at end of year (total assets less liabilities) | 1996-12-31 | $10,511 |
| Net plan assets at beginning of year (total assets less liabilities) | 1996-12-31 | $13,830 |
| Total contributions received or receivable from employer(s) | 1996-12-31 | $776 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 1996-12-31 | $12 |
| 1995 : HB CAPITAL MANAGEMENT, INC. MONEY PURCHASE PENSION PLAN 1995 401k financial data | ||
| Total income from all sources | 1995-12-31 | $9,733 |
| Expenses. Total of all expenses incurred | 1995-12-31 | $12 |
| Total plan assets at end of year | 1995-12-31 | $13,830 |
| Total plan assets at beginning of year | 1995-12-31 | $4,109 |
| Other income received | 1995-12-31 | $3,315 |
| Net income (gross income less expenses) | 1995-12-31 | $9,721 |
| Net plan assets at end of year (total assets less liabilities) | 1995-12-31 | $13,830 |
| Net plan assets at beginning of year (total assets less liabilities) | 1995-12-31 | $4,109 |
| Total contributions received or receivable from employer(s) | 1995-12-31 | $6,418 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 1995-12-31 | $12 |
| 1996: HB CAPITAL MANAGEMENT, INC. MONEY PURCHASE PENSION PLAN 1996 form 5500 responses | ||
|---|---|---|
| 1996-01-01 | Type of plan entity | Single employer plan |
| 1996-01-01 | Submission has been amended | No |
| 1996-01-01 | This submission is the final filing | No |
| 1996-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 1996-01-01 | Plan is a collectively bargained plan | No |
| 1996-01-01 | Plan funding arrangement – Trust | Yes |
| 1996-01-01 | Plan benefit arrangement - Trust | Yes |
| 1995: HB CAPITAL MANAGEMENT, INC. MONEY PURCHASE PENSION 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 |