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HB CAPITAL MANAGEMENT, INC. MONEY PURCHASE PENSION PLAN 401k Plan overview

Plan NameHB CAPITAL MANAGEMENT, INC. MONEY PURCHASE PENSION PLAN
Plan identification number 002

HB CAPITAL MANAGEMENT, INC. MONEY PURCHASE PENSION PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • 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

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.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HB CAPITAL MANAGEMENT, INC. MONEY PURCHASE PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022010-01-01HOWARD A. BERNSTEIN2011-10-12
0021996-01-01HOWARD BERNSTEIN
0021995-01-01HOWARD BERNSTEIN

Financial Data on HB CAPITAL MANAGEMENT, INC. MONEY PURCHASE PENSION PLAN

Measure Date Value
1996 : HB CAPITAL MANAGEMENT, INC. MONEY PURCHASE PENSION PLAN 1996 401k financial data
Total income from all sources1996-12-31$1,457
Expenses. Total of all expenses incurred1996-12-31$4,776
Benefits paid (including direct rollovers)1996-12-31$4,764
Total plan assets at end of year1996-12-31$10,511
Total plan assets at beginning of year1996-12-31$13,830
Other income received1996-12-31$681
Net income (gross income less expenses)1996-12-31$-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 sources1995-12-31$9,733
Expenses. Total of all expenses incurred1995-12-31$12
Total plan assets at end of year1995-12-31$13,830
Total plan assets at beginning of year1995-12-31$4,109
Other income received1995-12-31$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

Form 5500 Responses for HB CAPITAL MANAGEMENT, INC. MONEY PURCHASE PENSION PLAN

1996: HB CAPITAL MANAGEMENT, INC. MONEY PURCHASE PENSION PLAN 1996 form 5500 responses
1996-01-01Type of plan entitySingle employer plan
1996-01-01Submission has been amendedNo
1996-01-01This submission is the final filingNo
1996-01-01This return/report is a short plan year return/report (less than 12 months)No
1996-01-01Plan is a collectively bargained planNo
1996-01-01Plan funding arrangement – TrustYes
1996-01-01Plan benefit arrangement - TrustYes
1995: HB CAPITAL MANAGEMENT, INC. MONEY PURCHASE PENSION PLAN 1995 form 5500 responses
1995-01-01Type of plan entitySingle employer plan
1995-01-01First time form 5500 has been submittedYes
1995-01-01Submission has been amendedNo
1995-01-01This submission is the final filingNo
1995-01-01This return/report is a short plan year return/report (less than 12 months)No
1995-01-01Plan is a collectively bargained planNo
1995-01-01Plan funding arrangement – TrustYes
1995-01-01Plan benefit arrangement - TrustYes

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