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H & S FINANCIAL 401K PLAN 401k Plan overview

Plan NameH & S FINANCIAL 401K PLAN
Plan identification number 001

H & S FINANCIAL 401K PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.
  • 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 & S FINANCIAL, INC. has sponsored the creation of one or more 401k plans.

Company Name:H & S FINANCIAL, INC.
Employer identification number (EIN):752440581
NAIC Classification:522300
NAIC Description: Activities Related to Credit Intermediation

Form 5500 Filing Information

Submission information for form 5500 for 401k plan H & S FINANCIAL 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01GREG HILL2024-06-13 GREG HILL2024-06-13
0012022-01-01GREG HILL2023-09-27
0012021-01-01GREG HILL2022-06-10 GREG HILL2022-06-10
0012020-01-01GREG HILL2021-05-27 GREG HILL2021-05-27
0012019-01-01GREG HILL2020-04-29 GREG HILL2020-04-29
0012018-01-01GREG HILL2019-07-11
0012017-01-01GREG HILL2018-06-20 GREG HILL2018-06-20
0012016-01-01GREG HILL2017-07-09 GREG HILL2017-07-09

Plan Statistics for H & S FINANCIAL 401K PLAN

401k plan membership statisitcs for H & S FINANCIAL 401K PLAN

Measure Date Value
2025: H & S FINANCIAL 401K PLAN 2025 401k membership
Total number of particpants at beginning of year2025-09-294
Total number of particpants at end of year2025-09-294
Number of Participants With Account Balances2025-09-294
2024: H & S FINANCIAL 401K PLAN 2024 401k membership
Total number of particpants at beginning of year2024-06-134
Total number of particpants at end of year2024-06-134
Number of Participants With Account Balances2024-06-134
2022: H & S FINANCIAL 401K PLAN 2022 401k membership
Total number of particpants at beginning of year2022-07-015
Total number of particpants at end of year2022-07-014
Number of Participants With Account Balances2022-07-014

Financial Data on H & S FINANCIAL 401K PLAN

Measure Date Value
2025 : H & S FINANCIAL 401K PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-09-2913534
Net assets as of the end of the plan year2025-09-292382446
Total assets as of the beginning of the plan year2025-09-291691848
Value of plan covered by a fidelity bond2025-09-292000000
Participant contributions to plan in this plan year2025-09-2967594
Other income to plan in this plan year2025-09-29573743
Plan net income in this plan year2025-09-29690598
Net assets as of the end of the plan year2025-09-292382446
Net assets as of the beginning of the plan year2025-09-291691848
Employer contributions to plan in this plan year2025-09-2962795
Fees paid to broker by Benefit Provider2025-09-297992
Expensese paid to adminstrative service provicers from plan in this plan year2025-09-2913534
2024 : H & S FINANCIAL 401K PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-06-1310309
Net assets as of the end of the plan year2024-06-131691848
Total assets as of the beginning of the plan year2024-06-131185417
Value of plan covered by a fidelity bond2024-06-132000000
Participant contributions to plan in this plan year2024-06-1365673
Other income to plan in this plan year2024-06-13387968
Plan net income in this plan year2024-06-13506431
Net assets as of the end of the plan year2024-06-131691848
Net assets as of the beginning of the plan year2024-06-131185417
Employer contributions to plan in this plan year2024-06-1363099
Fees paid to broker by Benefit Provider2024-06-135927
Expensese paid to adminstrative service provicers from plan in this plan year2024-06-1310309
2022 : H & S FINANCIAL 401K PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-07-0141218
Net assets as of the end of the plan year2022-07-011536340
Total assets as of the beginning of the plan year2022-07-011213659
Value of plan covered by a fidelity bond2022-07-012000000
Participant contributions to plan in this plan year2022-07-0166070
Other income to plan in this plan year2022-07-01234445
Plan net income in this plan year2022-07-01322681
Net assets as of the end of the plan year2022-07-011536340
Net assets as of the beginning of the plan year2022-07-011213659
Employer contributions to plan in this plan year2022-07-0163384
Fees paid to broker by Benefit Provider2022-07-018435
Expensese paid to adminstrative service provicers from plan in this plan year2022-07-0110129

Potentially related plans

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