THE HUBBARD GROUP, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan THE HUBBARD GROUP PROFIT SHARING & 401(K) PLAN
401k plan membership statisitcs for THE HUBBARD GROUP PROFIT SHARING & 401(K) PLAN
Measure | Date | Value |
---|
2013 : THE HUBBARD GROUP PROFIT SHARING & 401(K) PLAN 2013 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total income from all sources (including contributions) | 2013-12-31 | $7,919,441 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $2,752,547 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $2,685,029 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $3,340,590 |
Value of total assets at end of year | 2013-12-31 | $30,758,551 |
Value of total assets at beginning of year | 2013-12-31 | $25,591,657 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $67,518 |
Total interest from all sources | 2013-12-31 | $43,059 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $849,660 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $849,660 |
Administrative expenses professional fees incurred | 2013-12-31 | $40,400 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | Yes |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $1,988,065 |
Participant contributions at end of year | 2013-12-31 | $1,225,563 |
Participant contributions at beginning of year | 2013-12-31 | $906,123 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $1,691 |
Other income not declared elsewhere | 2013-12-31 | $36,993 |
Administrative expenses (other) incurred | 2013-12-31 | $7,118 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $5,166,894 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $30,758,551 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $25,591,657 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Investment advisory and management fees | 2013-12-31 | $20,000 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $28,077,579 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $23,452,895 |
Interest on participant loans | 2013-12-31 | $43,059 |
Value of interest in common/collective trusts at end of year | 2013-12-31 | $1,455,409 |
Value of interest in common/collective trusts at beginning of year | 2013-12-31 | $1,232,639 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $3,654,765 |
Net investment gain or loss from common/collective trusts | 2013-12-31 | $-5,626 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $1,350,834 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $2,685,029 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2013-12-31 | Yes |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | CLIFTONLARSONALLEN LLP |
Accountancy firm EIN | 2013-12-31 | 410746749 |
2012 : THE HUBBARD GROUP PROFIT SHARING & 401(K) PLAN 2012 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total income from all sources (including contributions) | 2012-12-31 | $5,618,528 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $3,701,810 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $3,627,701 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $2,458,883 |
Value of total assets at end of year | 2012-12-31 | $25,591,657 |
Value of total assets at beginning of year | 2012-12-31 | $23,674,939 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $74,109 |
Total interest from all sources | 2012-12-31 | $35,611 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $560,340 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $560,340 |
Administrative expenses professional fees incurred | 2012-12-31 | $9,250 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $1,738,114 |
Participant contributions at end of year | 2012-12-31 | $906,123 |
Participant contributions at beginning of year | 2012-12-31 | $856,219 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $201,017 |
Administrative expenses (other) incurred | 2012-12-31 | $4,859 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $1,916,718 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $25,591,657 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $23,674,939 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Investment advisory and management fees | 2012-12-31 | $60,000 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $23,452,895 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $22,818,720 |
Interest on participant loans | 2012-12-31 | $35,611 |
Value of interest in common/collective trusts at end of year | 2012-12-31 | $1,232,639 |
Value of interest in common/collective trusts at beginning of year | 2012-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $2,486,804 |
Net investment gain or loss from common/collective trusts | 2012-12-31 | $76,890 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $519,752 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $3,627,701 |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | CLIFTONLARSONALLEN LLP |
Accountancy firm EIN | 2012-12-31 | 410746749 |
2011 : THE HUBBARD GROUP PROFIT SHARING & 401(K) PLAN 2011 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total income from all sources (including contributions) | 2011-12-31 | $1,885,798 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $5,407,891 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $5,334,741 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $2,074,465 |
Value of total assets at end of year | 2011-12-31 | $23,674,939 |
Value of total assets at beginning of year | 2011-12-31 | $27,197,032 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $73,150 |
Total interest from all sources | 2011-12-31 | $39,550 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $451,024 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $451,024 |
Administrative expenses professional fees incurred | 2011-12-31 | $9,000 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $1,459,648 |
Participant contributions at end of year | 2011-12-31 | $856,219 |
Participant contributions at beginning of year | 2011-12-31 | $955,803 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $75,569 |
Other income not declared elsewhere | 2011-12-31 | $5,869 |
Administrative expenses (other) incurred | 2011-12-31 | $4,150 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $-3,522,093 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $23,674,939 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $27,197,032 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Investment advisory and management fees | 2011-12-31 | $60,000 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $22,818,720 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $26,241,229 |
Interest on participant loans | 2011-12-31 | $39,550 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-685,110 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $539,248 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $5,334,741 |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | CLIFTONLARSONALLEN LLP |
Accountancy firm EIN | 2011-12-31 | 410746749 |
2010 : THE HUBBARD GROUP PROFIT SHARING & 401(K) PLAN 2010 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total income from all sources (including contributions) | 2010-12-31 | $5,341,154 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $4,648,926 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $4,557,213 |
Value of total corrective distributions | 2010-12-31 | $4,901 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $2,140,595 |
Value of total assets at end of year | 2010-12-31 | $27,197,032 |
Value of total assets at beginning of year | 2010-12-31 | $26,504,804 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $86,812 |
Total interest from all sources | 2010-12-31 | $51,033 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $623,709 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $623,709 |
Administrative expenses professional fees incurred | 2010-12-31 | $8,750 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $1,580,335 |
Participant contributions at end of year | 2010-12-31 | $955,803 |
Participant contributions at beginning of year | 2010-12-31 | $885,279 |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $14,401 |
Other income not declared elsewhere | 2010-12-31 | $-79 |
Administrative expenses (other) incurred | 2010-12-31 | $5,562 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $692,228 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $27,197,032 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $26,504,804 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Investment advisory and management fees | 2010-12-31 | $72,500 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $26,241,229 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $25,619,525 |
Interest on participant loans | 2010-12-31 | $51,033 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $2,525,896 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $545,859 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $4,557,213 |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | LARSONALLEN LLP |
Accountancy firm EIN | 2010-12-31 | 410746749 |
2009 : THE HUBBARD GROUP PROFIT SHARING & 401(K) 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 |