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ROBERT HATAWAY PROFIT SHARING PLAN 401k Plan overview

Plan NameROBERT HATAWAY PROFIT SHARING PLAN
Plan identification number 001

ROBERT HATAWAY PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Target benefit plan
  • Profit-sharing
  • Plan covering Self-Employed individuals.
  • Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

ROBERT E HATAWAY has sponsored the creation of one or more 401k plans.

Company Name:ROBERT E HATAWAY
Employer identification number (EIN):741800384
NAIC Classification:524210
NAIC Description:Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROBERT HATAWAY PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012019-01-01
0012019-01-01
0012018-01-01
0012017-01-01KELLI BARNETT
0012016-01-01KELLI BARNETT KELLI BARNETT2017-06-23
0012015-01-01KELLI BARNETT KELLI BARNETT2016-08-19
0012014-01-01CHRISTINA SPINELLA CHRISTINA SPINELLA2015-09-03
0012013-01-01CHRISTINA SPINELLA
0012012-01-01CHRISTINA SPINELLA
0012011-01-01CHRISTINA SPINELLA
0012010-01-01ROBERT E HATAWAY2011-10-10
0012009-01-01ROBERT E HATAWAY2012-05-22

Plan Statistics for ROBERT HATAWAY PROFIT SHARING PLAN

401k plan membership statisitcs for ROBERT HATAWAY PROFIT SHARING PLAN

Measure Date Value
2019: ROBERT HATAWAY PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011
Total number of active participants reported on line 7a of the Form 55002019-01-010
Total of all active and inactive participants2019-01-010
Total participants2019-01-010
Number of participants with account balances2019-01-010
2018: ROBERT HATAWAY PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011
Total number of active participants reported on line 7a of the Form 55002018-01-010
Total of all active and inactive participants2018-01-010
Total participants2018-01-010
2017: ROBERT HATAWAY PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011
Total number of active participants reported on line 7a of the Form 55002017-01-010
Total of all active and inactive participants2017-01-010
Total participants2017-01-010
2016: ROBERT HATAWAY PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011
Total of all active and inactive participants2016-01-010
Total participants2016-01-010
2015: ROBERT HATAWAY PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011
Total of all active and inactive participants2015-01-010
Total participants2015-01-010
2014: ROBERT HATAWAY PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-015
Total number of active participants reported on line 7a of the Form 55002014-01-015
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-015
Number of participants with account balances2014-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: ROBERT HATAWAY PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-015
Total number of active participants reported on line 7a of the Form 55002013-01-015
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-015
Number of participants with account balances2013-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: ROBERT HATAWAY PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-015
Total number of active participants reported on line 7a of the Form 55002012-01-015
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-015
Number of participants with account balances2012-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: ROBERT HATAWAY PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-015
Total number of active participants reported on line 7a of the Form 55002011-01-015
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-015
Number of participants with account balances2011-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: ROBERT HATAWAY PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-015
Total number of active participants reported on line 7a of the Form 55002010-01-015
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-015
Number of participants with account balances2010-01-015
2009: ROBERT HATAWAY PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-015
Total number of active participants reported on line 7a of the Form 55002009-01-015
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-015
Number of participants with account balances2009-01-015

Financial Data on ROBERT HATAWAY PROFIT SHARING PLAN

Measure Date Value
2019 : ROBERT HATAWAY PROFIT SHARING PLAN 2019 401k financial data
Transfers to/from the plan2019-12-31$-42,784
Total income from all sources2019-12-31$3,781
Expenses. Total of all expenses incurred2019-12-31$0
Total plan assets at end of year2019-12-31$0
Total plan assets at beginning of year2019-12-31$39,003
Other income received2019-12-31$3,781
Net income (gross income less expenses)2019-12-31$3,781
Net plan assets at end of year (total assets less liabilities)2019-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$39,003
2018 : ROBERT HATAWAY PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources2018-12-31$-9,076
Expenses. Total of all expenses incurred2018-12-31$0
Total plan assets at end of year2018-12-31$39,003
Total plan assets at beginning of year2018-12-31$48,079
Other income received2018-12-31$-9,076
Net income (gross income less expenses)2018-12-31$-9,076
Net plan assets at end of year (total assets less liabilities)2018-12-31$39,003
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$48,079
2017 : ROBERT HATAWAY PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources2017-12-31$11,478
Expenses. Total of all expenses incurred2017-12-31$0
Total plan assets at end of year2017-12-31$48,079
Total plan assets at beginning of year2017-12-31$36,601
Other income received2017-12-31$11,478
Net income (gross income less expenses)2017-12-31$11,478
Net plan assets at end of year (total assets less liabilities)2017-12-31$48,079
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$36,601
2016 : ROBERT HATAWAY PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources2016-12-31$-3,458
Expenses. Total of all expenses incurred2016-12-31$0
Total plan assets at end of year2016-12-31$36,601
Total plan assets at beginning of year2016-12-31$40,059
Other income received2016-12-31$-3,458
Net income (gross income less expenses)2016-12-31$-3,458
Net plan assets at end of year (total assets less liabilities)2016-12-31$36,601
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$40,059
2015 : ROBERT HATAWAY PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-12-31$-12,794
Expenses. Total of all expenses incurred2015-12-31$0
Total plan assets at end of year2015-12-31$40,059
Total plan assets at beginning of year2015-12-31$52,853
Other income received2015-12-31$-12,794
Net income (gross income less expenses)2015-12-31$-12,794
Net plan assets at end of year (total assets less liabilities)2015-12-31$40,059
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$52,853
2014 : ROBERT HATAWAY PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-12-31$-54,698
Expenses. Total of all expenses incurred2014-12-31$22
Total plan assets at end of year2014-12-31$52,853
Total plan assets at beginning of year2014-12-31$107,573
Expenses. Other expenses not covered elsewhere2014-12-31$22
Other income received2014-12-31$-54,698
Net income (gross income less expenses)2014-12-31$-54,720
Net plan assets at end of year (total assets less liabilities)2014-12-31$52,853
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$107,573
2013 : ROBERT HATAWAY PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$53,311
Expenses. Total of all expenses incurred2013-12-31$71
Total plan assets at end of year2013-12-31$107,573
Total plan assets at beginning of year2013-12-31$54,333
Expenses. Other expenses not covered elsewhere2013-12-31$71
Other income received2013-12-31$53,311
Net income (gross income less expenses)2013-12-31$53,240
Net plan assets at end of year (total assets less liabilities)2013-12-31$107,573
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$54,333
2012 : ROBERT HATAWAY PROFIT SHARING PLAN 2012 401k financial data
Total plan assets at end of year2012-12-31$54,333
Total plan assets at beginning of year2012-12-31$92,251
Net plan assets at end of year (total assets less liabilities)2012-12-31$54,333
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$92,251
2011 : ROBERT HATAWAY PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$6,394
Total plan assets at end of year2011-12-31$92,251
Total plan assets at beginning of year2011-12-31$96,161
Other income received2011-12-31$6,394
Net income (gross income less expenses)2011-12-31$6,394
Net plan assets at end of year (total assets less liabilities)2011-12-31$92,251
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$96,161
2010 : ROBERT HATAWAY PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$28,316
Total plan assets at end of year2010-12-31$96,161
Total plan assets at beginning of year2010-12-31$67,845
Total contributions received or receivable from participants2010-12-31$2,500
Other income received2010-12-31$3,316
Net income (gross income less expenses)2010-12-31$28,316
Net plan assets at end of year (total assets less liabilities)2010-12-31$96,161
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$67,845
Total contributions received or receivable from employer(s)2010-12-31$22,500

Form 5500 Responses for ROBERT HATAWAY PROFIT SHARING PLAN

2019: ROBERT HATAWAY PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingYes
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: ROBERT HATAWAY PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01First time form 5500 has been submittedYes
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: ROBERT HATAWAY PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01First time form 5500 has been submittedYes
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: ROBERT HATAWAY PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01First time form 5500 has been submittedYes
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: ROBERT HATAWAY PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01First time form 5500 has been submittedYes
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: ROBERT HATAWAY PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01First time form 5500 has been submittedYes
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: ROBERT HATAWAY PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: ROBERT HATAWAY PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: ROBERT HATAWAY PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: ROBERT HATAWAY PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: ROBERT HATAWAY PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

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