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H & R MACHINE, INC. 401(K) PLAN 401k Plan overview

Plan NameH & R MACHINE, INC. 401(K) PLAN
Plan identification number 001

H & R MACHINE, INC. 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • 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.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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

H&R MACHINE, INC. has sponsored the creation of one or more 401k plans.

Company Name:H&R MACHINE, INC.
Employer identification number (EIN):742217207
NAIC Classification:423800

Form 5500 Filing Information

Submission information for form 5500 for 401k plan H & R MACHINE, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-12-01
0012021-12-01
0012020-12-01
0012019-12-01
0012018-12-01
0012017-12-01
0012016-12-01
0012015-12-01
0012014-12-01JOSEPH HARVILLE
0012013-12-01LEAH WEBSTER2015-05-30
0012012-12-01LEAH WEBSTER2014-07-31
0012011-12-01BARBARA HARVILLE2013-04-09
0012010-12-01BARBARA HARVILLE2012-03-30
0012009-12-01BARBARA HARVILLE2011-06-16

Financial Data on H & R MACHINE, INC. 401(K) PLAN

Measure Date Value
2025 : H & R MACHINE, INC. 401(K) PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-03-190
Total liabilities as of the end of the plan year2025-03-190
Total liabilities as of the beginning of the plan year2025-03-190
Total expenses incurred by plan in this plan year2025-03-19379203
Net assets as of the end of the plan year2025-03-194817094
Total assets as of the beginning of the plan year2025-03-194010346
Value of plan covered by a fidelity bond2025-03-19401035
Participant contributions to plan in this plan year2025-03-19179474
Value of participant loans at end of plan year2025-03-19102004
Other expenses paid from plan in this plan year2025-03-190
Other contributions to plan in this plan year2025-03-19177110
Other income to plan in this plan year2025-03-19737832
Plan net income in this plan year2025-03-19806748
Net assets as of the end of the plan year2025-03-194817094
Net assets as of the beginning of the plan year2025-03-194010346
Value of contributions failed to transmitted timely2025-03-1916680
Employer contributions to plan in this plan year2025-03-1991535
Fees paid to broker by Benefit Provider2025-03-1917054
Expensese paid to adminstrative service provicers from plan in this plan year2025-03-193246
2023 : H & R MACHINE, INC. 401(K) PLAN 2023 401k financial data
Total transfers to/from plan in this plan year2023-05-140
Total liabilities as of the end of the plan year2023-05-140
Total liabilities as of the beginning of the plan year2023-05-140
Total expenses incurred by plan in this plan year2023-05-1465986
Net assets as of the end of the plan year2023-05-143587911
Total assets as of the beginning of the plan year2023-05-143863314
Value of plan covered by a fidelity bond2023-05-14275000
Participant contributions to plan in this plan year2023-05-14150733
Value of participant loans at end of plan year2023-05-14147936
Other expenses paid from plan in this plan year2023-05-140
Other contributions to plan in this plan year2023-05-140
Other income to plan in this plan year2023-05-14-450501
Plan net income in this plan year2023-05-14-275403
Net assets as of the end of the plan year2023-05-143587911
Net assets as of the beginning of the plan year2023-05-143863314
Value of contributions failed to transmitted timely2023-05-1410306
Employer contributions to plan in this plan year2023-05-1490351
Fees paid to broker by Benefit Provider2023-05-1414364
Expensese paid to adminstrative service provicers from plan in this plan year2023-05-142018
2015 : H & R MACHINE, INC. 401(K) PLAN 2015 401k financial data
Transfers to/from the plan2015-11-30$0
Total plan liabilities at end of year2015-11-30$0
Total plan liabilities at beginning of year2015-11-30$0
Total income from all sources2015-11-30$334,908
Expenses. Total of all expenses incurred2015-11-30$698,290
Benefits paid (including direct rollovers)2015-11-30$697,714
Total plan assets at end of year2015-11-30$2,450,680
Total plan assets at beginning of year2015-11-30$2,814,062
Value of fidelity bond covering the plan2015-11-30$275,000
Total contributions received or receivable from participants2015-11-30$179,934
Expenses. Other expenses not covered elsewhere2015-11-30$0
Contributions received from other sources (not participants or employers)2015-11-30$0
Other income received2015-11-30$4,974
Noncash contributions received2015-11-30$0
Net income (gross income less expenses)2015-11-30$-363,382
Net plan assets at end of year (total assets less liabilities)2015-11-30$2,450,680
Net plan assets at beginning of year (total assets less liabilities)2015-11-30$2,814,062
Assets. Value of participant loans2015-11-30$143,217
Total contributions received or receivable from employer(s)2015-11-30$150,000
Value of certain deemed distributions of participant loans2015-11-30$0
Value of corrective distributions2015-11-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-11-30$576

Form 5500 Responses for H & R MACHINE, INC. 401(K) PLAN

2014: H & R MACHINE, INC. 401(K) PLAN 2014 form 5500 responses
2014-12-01Type of plan entitySingle employer plan
2014-12-01Submission has been amendedNo
2014-12-01This submission is the final filingNo
2014-12-01This return/report is a short plan year return/report (less than 12 months)No
2014-12-01Plan is a collectively bargained planNo
2014-12-01Plan funding arrangement – InsuranceYes
2014-12-01Plan funding arrangement – TrustYes
2014-12-01Plan benefit arrangement – InsuranceYes
2014-12-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-022624
Policy instance 1

Potentially related plans

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