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Plan Name | THE HOCHHALTER COLLABORATIVE, INC. RETIREMENT PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
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Company Name: | THE HOCHHALTER COLLABORATIVE, INC. |
Employer identification number (EIN): | 822396073 |
NAIC Classification: | 621610 |
NAIC Description: | Home Health Care Services |
Additional information about THE HOCHHALTER COLLABORATIVE, INC.
Jurisdiction of Incorporation: | Texas Secretary of State |
Incorporation Date: | 2017-08-04 |
Company Identification Number: | 0802784338 |
Legal Registered Office Address: |
12808 W AIRPORT BLVD STE 316 SUGAR LAND United States of America (USA) 77478 |
More information about THE HOCHHALTER COLLABORATIVE, INC.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2022-01-01 | ||||
001 | 2021-01-01 | ||||
001 | 2020-01-01 | ||||
001 | 2019-01-01 | ||||
001 | 2018-01-01 | ||||
001 | 2018-01-01 | ||||
001 | 2017-08-07 | COURTNEY R. HOCHHALTER |
Measure | Date | Value |
---|---|---|
2022: THE HOCHHALTER COLLABORATIVE, INC. RETIREMENT PLAN 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 8 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 6 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 0 |
Total of all active and inactive participants | 2022-01-01 | 6 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 6 |
Number of participants with account balances | 2022-01-01 | 1 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: THE HOCHHALTER COLLABORATIVE, INC. RETIREMENT PLAN 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 3 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 0 |
Total of all active and inactive participants | 2021-01-01 | 3 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 3 |
Number of participants with account balances | 2021-01-01 | 1 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: THE HOCHHALTER COLLABORATIVE, INC. RETIREMENT PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 2 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 0 |
Total of all active and inactive participants | 2020-01-01 | 2 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 2 |
Number of participants with account balances | 2020-01-01 | 1 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: THE HOCHHALTER COLLABORATIVE, INC. RETIREMENT PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 3 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 0 |
Total of all active and inactive participants | 2019-01-01 | 3 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 3 |
Number of participants with account balances | 2019-01-01 | 1 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: THE HOCHHALTER COLLABORATIVE, INC. RETIREMENT PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 6 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 1 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 0 |
Total of all active and inactive participants | 2018-01-01 | 1 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 1 |
Number of participants with account balances | 2018-01-01 | 1 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: THE HOCHHALTER COLLABORATIVE, INC. RETIREMENT PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-08-07 | 1 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-08-07 | 1 |
Number of retired or separated participants receiving benefits | 2017-08-07 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-08-07 | 0 |
Total of all active and inactive participants | 2017-08-07 | 1 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-08-07 | 0 |
Total participants | 2017-08-07 | 1 |
Number of participants with account balances | 2017-08-07 | 1 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-08-07 | 0 |
Measure | Date | Value |
---|---|---|
2022 : THE HOCHHALTER COLLABORATIVE, INC. RETIREMENT PLAN 2022 401k financial data | ||
Total income from all sources | 2022-12-31 | $-116,211 |
Expenses. Total of all expenses incurred | 2022-12-31 | $3,640 |
Total plan assets at end of year | 2022-12-31 | $457,997 |
Total plan assets at beginning of year | 2022-12-31 | $577,848 |
Value of fidelity bond covering the plan | 2022-12-31 | $165,000 |
Other income received | 2022-12-31 | $-116,211 |
Net income (gross income less expenses) | 2022-12-31 | $-119,851 |
Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $457,997 |
Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $577,848 |
Assets. Value of employer securities | 2022-12-31 | $155,000 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $3,640 |
2021 : THE HOCHHALTER COLLABORATIVE, INC. RETIREMENT PLAN 2021 401k financial data | ||
Total income from all sources | 2021-12-31 | $101,539 |
Expenses. Total of all expenses incurred | 2021-12-31 | $3,561 |
Total plan assets at end of year | 2021-12-31 | $577,848 |
Total plan assets at beginning of year | 2021-12-31 | $479,870 |
Value of fidelity bond covering the plan | 2021-12-31 | $165,000 |
Contributions received from other sources (not participants or employers) | 2021-12-31 | $2,577 |
Other income received | 2021-12-31 | $98,962 |
Net income (gross income less expenses) | 2021-12-31 | $97,978 |
Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $577,848 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $479,870 |
Assets. Value of employer securities | 2021-12-31 | $150,000 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $3,561 |
2020 : THE HOCHHALTER COLLABORATIVE, INC. RETIREMENT PLAN 2020 401k financial data | ||
Total income from all sources | 2020-12-31 | $-10,315 |
Expenses. Total of all expenses incurred | 2020-12-31 | $2,929 |
Total plan assets at end of year | 2020-12-31 | $479,870 |
Total plan assets at beginning of year | 2020-12-31 | $493,114 |
Value of fidelity bond covering the plan | 2020-12-31 | $165,000 |
Other income received | 2020-12-31 | $-10,315 |
Net income (gross income less expenses) | 2020-12-31 | $-13,244 |
Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $479,870 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $493,114 |
Assets. Value of employer securities | 2020-12-31 | $145,000 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $2,929 |
2019 : THE HOCHHALTER COLLABORATIVE, INC. RETIREMENT PLAN 2019 401k financial data | ||
Total income from all sources | 2019-12-31 | $87,454 |
Expenses. Total of all expenses incurred | 2019-12-31 | $2,717 |
Total plan assets at end of year | 2019-12-31 | $493,114 |
Total plan assets at beginning of year | 2019-12-31 | $408,377 |
Value of fidelity bond covering the plan | 2019-12-31 | $165,000 |
Other income received | 2019-12-31 | $87,454 |
Net income (gross income less expenses) | 2019-12-31 | $84,737 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $493,114 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $408,377 |
Assets. Value of employer securities | 2019-12-31 | $185,000 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $2,717 |
2018 : THE HOCHHALTER COLLABORATIVE, INC. RETIREMENT PLAN 2018 401k financial data | ||
Total income from all sources | 2018-12-31 | $56,813 |
Expenses. Total of all expenses incurred | 2018-12-31 | $173 |
Total plan assets at end of year | 2018-12-31 | $448,163 |
Total plan assets at beginning of year | 2018-12-31 | $391,523 |
Value of fidelity bond covering the plan | 2018-12-31 | $165,000 |
Other income received | 2018-12-31 | $56,813 |
Net income (gross income less expenses) | 2018-12-31 | $56,640 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $448,163 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $391,523 |
Assets. Value of employer securities | 2018-12-31 | $170,000 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $173 |
2017 : THE HOCHHALTER COLLABORATIVE, INC. RETIREMENT PLAN 2017 401k financial data | ||
Total income from all sources | 2017-12-31 | $391,538 |
Expenses. Total of all expenses incurred | 2017-12-31 | $15 |
Benefits paid (including direct rollovers) | 2017-12-31 | $0 |
Total plan assets at end of year | 2017-12-31 | $391,523 |
Total plan assets at beginning of year | 2017-12-31 | $0 |
Total contributions received or receivable from participants | 2017-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2017-12-31 | $526,157 |
Other income received | 2017-12-31 | $-134,619 |
Net income (gross income less expenses) | 2017-12-31 | $391,523 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $391,523 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $0 |
Assets. Value of employer securities | 2017-12-31 | $165,000 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $0 |
Value of certain deemed distributions of participant loans | 2017-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $15 |
2022: THE HOCHHALTER COLLABORATIVE, INC. RETIREMENT PLAN 2022 form 5500 responses | ||
---|---|---|
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Submission has been amended | No |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: THE HOCHHALTER COLLABORATIVE, INC. RETIREMENT PLAN 2021 form 5500 responses | ||
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: THE HOCHHALTER COLLABORATIVE, INC. RETIREMENT PLAN 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: THE HOCHHALTER COLLABORATIVE, INC. RETIREMENT PLAN 2019 form 5500 responses | ||
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: THE HOCHHALTER COLLABORATIVE, INC. RETIREMENT PLAN 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | Yes |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: THE HOCHHALTER COLLABORATIVE, INC. RETIREMENT PLAN 2017 form 5500 responses | ||
2017-08-07 | Type of plan entity | Single employer plan |
2017-08-07 | First time form 5500 has been submitted | Yes |
2017-08-07 | This return/report is a short plan year return/report (less than 12 months) | Yes |
2017-08-07 | Plan funding arrangement – Trust | Yes |
2017-08-07 | Plan benefit arrangement - Trust | Yes |