401k Plan data: H.B. MCCLURE COMPANY EMPLOYEES' PROFIT SHARING PLAN plan

H.B. MCCLURE COMPANY EMPLOYEES' PROFIT SHARING PLAN 401k Plan overview

Plan Name	H.B. MCCLURE COMPANY EMPLOYEES' PROFIT SHARING PLAN
Plan identification number	001

H.B. MCCLURE COMPANY EMPLOYEES' PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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.
Participant-directed brokerage accounts provided as an investment option under the plan.
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

HB GLOBAL, LLC has sponsored the creation of one or more 401k plans.

Company Name: HB GLOBAL, LLC

Employer identification number (EIN): 822979776

NAIC Classification: 238220
NAIC Description: Plumbing, Heating, and Air-Conditioning Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan H.B. MCCLURE COMPANY EMPLOYEES' PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2020-01-01 THOMAS WHALEN 2021-10-08
001 2019-01-01 THOMAS WHALEN 2020-07-27
001 2018-01-01 THOMAS WHALEN 2019-10-11
001 2017-01-01

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2020-01-01	THOMAS WHALEN	2021-10-08
001	2019-01-01	THOMAS WHALEN	2020-07-27
001	2018-01-01	THOMAS WHALEN	2019-10-11
001	2017-01-01

Plan Statistics for H.B. MCCLURE COMPANY EMPLOYEES' PROFIT SHARING PLAN

401k plan membership statisitcs for H.B. MCCLURE COMPANY EMPLOYEES' PROFIT SHARING PLAN

Measure Date Value
2020: H.B. MCCLURE COMPANY EMPLOYEES' PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 1,171
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 1,119
Number of retired or separated participants receiving benefits 2020-01-01 3
Number of other retired or separated participants entitled to future benefits 2020-01-01 171
Total of all active and inactive participants 2020-01-01 1,293
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 3
Total participants 2020-01-01 1,296
Number of participants with account balances 2020-01-01 1,183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 194
2019: H.B. MCCLURE COMPANY EMPLOYEES' PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 977
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 874
Number of retired or separated participants receiving benefits 2019-01-01 3
Number of other retired or separated participants entitled to future benefits 2019-01-01 116
Total of all active and inactive participants 2019-01-01 993
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 3
Total participants 2019-01-01 996
Number of participants with account balances 2019-01-01 887
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 143
2018: H.B. MCCLURE COMPANY EMPLOYEES' PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 630
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 787
Number of retired or separated participants receiving benefits 2018-01-01 2
Number of other retired or separated participants entitled to future benefits 2018-01-01 132
Total of all active and inactive participants 2018-01-01 921
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 2
Total participants 2018-01-01 923
Number of participants with account balances 2018-01-01 728
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 2
2017: H.B. MCCLURE COMPANY EMPLOYEES' PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 538
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 488
Number of retired or separated participants receiving benefits 2017-01-01 1
Number of other retired or separated participants entitled to future benefits 2017-01-01 99
Total of all active and inactive participants 2017-01-01 588
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 588
Number of participants with account balances 2017-01-01 535
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 1

Measure	Date	Value
2020: H.B. MCCLURE COMPANY EMPLOYEES' PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	1,171
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	1,119
Number of retired or separated participants receiving benefits	2020-01-01	3
Number of other retired or separated participants entitled to future benefits	2020-01-01	171
Total of all active and inactive participants	2020-01-01	1,293
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	3
Total participants	2020-01-01	1,296
Number of participants with account balances	2020-01-01	1,183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	194
2019: H.B. MCCLURE COMPANY EMPLOYEES' PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	977
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	874
Number of retired or separated participants receiving benefits	2019-01-01	3
Number of other retired or separated participants entitled to future benefits	2019-01-01	116
Total of all active and inactive participants	2019-01-01	993
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	3
Total participants	2019-01-01	996
Number of participants with account balances	2019-01-01	887
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	143
2018: H.B. MCCLURE COMPANY EMPLOYEES' PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	630
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	787
Number of retired or separated participants receiving benefits	2018-01-01	2
Number of other retired or separated participants entitled to future benefits	2018-01-01	132
Total of all active and inactive participants	2018-01-01	921
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	2
Total participants	2018-01-01	923
Number of participants with account balances	2018-01-01	728
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	2
2017: H.B. MCCLURE COMPANY EMPLOYEES' PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	538
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	488
Number of retired or separated participants receiving benefits	2017-01-01	1
Number of other retired or separated participants entitled to future benefits	2017-01-01	99
Total of all active and inactive participants	2017-01-01	588
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	588
Number of participants with account balances	2017-01-01	535
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	1

Financial Data on H.B. MCCLURE COMPANY EMPLOYEES' PROFIT SHARING PLAN

Measure	Date	Value
2020 : H.B. MCCLURE COMPANY EMPLOYEES' PROFIT SHARING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total transfer of assets to this plan	2020-12-31	$5,184,849
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$570
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$780
Total income from all sources (including contributions)	2020-12-31	$9,679,559
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$1,929,881
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$1,750,495
Value of total corrective distributions	2020-12-31	$24,751
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$4,082,235
Value of total assets at end of year	2020-12-31	$54,108,603
Value of total assets at beginning of year	2020-12-31	$41,174,286
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$154,635
Total interest from all sources	2020-12-31	$36,430
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$924,931
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$924,931
Assets. Real estate other than employer real property at end of year	2020-12-31	$0
Assets. Real estate other than employer real property at beginning of year	2020-12-31	$4,961
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$3,513,693
Participant contributions at end of year	2020-12-31	$726,103
Participant contributions at beginning of year	2020-12-31	$595,340
Participant contributions at end of year	2020-12-31	$57,915
Participant contributions at beginning of year	2020-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2020-12-31	$5,216,281
Assets. Other investments not covered elsewhere at beginning of year	2020-12-31	$2,311,583
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$300,810
Value of other receiveables (less allowance for doubtful accounts) at end of year	2020-12-31	$15,385
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2020-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2020-12-31	$570
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2020-12-31	$780
Other income not declared elsewhere	2020-12-31	$661,352
Total non interest bearing cash at end of year	2020-12-31	$62,931
Total non interest bearing cash at beginning of year	2020-12-31	$183,070
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$7,749,678
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$54,108,033
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$41,173,506
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Investment advisory and management fees	2020-12-31	$68,160
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$47,917,009
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$36,238,481
Interest on participant loans	2020-12-31	$35,913
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$112,037
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$177,033
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$177,033
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-12-31	$517
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$3,974,611
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$267,732
Employer contributions (assets) at end of year	2020-12-31	$942
Employer contributions (assets) at beginning of year	2020-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$1,750,495
Asset. Corporate debt instrument debt (other) at end of year	2020-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2020-12-31	$502,622
Contract administrator fees	2020-12-31	$86,475
Assets. Corporate common stocks other than exployer securities at end of year	2020-12-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2020-12-31	$1,161,196
Did the plan have assets held for investment	2020-12-31	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	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	BROWN SCHULTZ SHERIDAN & FRITZ
Accountancy firm EIN	2020-12-31	251644159
2019 : H.B. MCCLURE COMPANY EMPLOYEES' PROFIT SHARING PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2019-12-31	$139,910
Total unrealized appreciation/depreciation of assets	2019-12-31	$139,910
Total transfer of assets to this plan	2019-12-31	$1,046,295
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$780
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$15,676
Total income from all sources (including contributions)	2019-12-31	$9,449,860
Total loss/gain on sale of assets	2019-12-31	$63,987
Total of all expenses incurred	2019-12-31	$3,080,480
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$2,916,005
Value of total corrective distributions	2019-12-31	$30,728
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$3,048,523
Value of total assets at end of year	2019-12-31	$41,174,286
Value of total assets at beginning of year	2019-12-31	$33,773,507
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$133,747
Total interest from all sources	2019-12-31	$62,940
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$1,009,668
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$947,903
Assets. Real estate other than employer real property at end of year	2019-12-31	$4,961
Assets. Real estate other than employer real property at beginning of year	2019-12-31	$0
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$2,674,814
Participant contributions at end of year	2019-12-31	$595,340
Participant contributions at beginning of year	2019-12-31	$625,216
Assets. Other investments not covered elsewhere at end of year	2019-12-31	$2,311,583
Assets. Other investments not covered elsewhere at beginning of year	2019-12-31	$1,918,723
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$345,705
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-12-31	$6,511,645
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2019-12-31	$780
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-12-31	$15,676
Other income not declared elsewhere	2019-12-31	$937
Total non interest bearing cash at end of year	2019-12-31	$183,070
Total non interest bearing cash at beginning of year	2019-12-31	$1,981,660
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$6,369,380
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$41,173,506
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$33,757,831
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Investment advisory and management fees	2019-12-31	$56,424
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$36,238,481
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$21,628,699
Interest on participant loans	2019-12-31	$32,460
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$177,033
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$695,066
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$695,066
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$30,480
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$5,123,895
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$28,004
Income. Dividends from common stock	2019-12-31	$61,765
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$2,916,005
Asset. Corporate debt instrument debt (other) at end of year	2019-12-31	$502,622
Asset. Corporate debt instrument debt (other) at beginning of year	2019-12-31	$33,679
Contract administrator fees	2019-12-31	$77,323
Assets. Corporate common stocks other than exployer securities at end of year	2019-12-31	$1,161,196
Assets. Corporate common stocks other than exployer securities at beginning of year	2019-12-31	$378,819
Did the plan have assets held for investment	2019-12-31	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	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Aggregate proceeds on sale of assets	2019-12-31	$400,484
Aggregate carrying amount (costs) on sale of assets	2019-12-31	$336,497
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	BROWN SCHULTZ SHERIDAN & FRITZ
Accountancy firm EIN	2019-12-31	251644159
2018 : H.B. MCCLURE COMPANY EMPLOYEES' PROFIT SHARING PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2018-12-31	$-64,214
Total unrealized appreciation/depreciation of assets	2018-12-31	$-64,214
Total transfer of assets to this plan	2018-12-31	$10,262,927
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$15,676
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$20,290
Total income from all sources (including contributions)	2018-12-31	$225,934
Total loss/gain on sale of assets	2018-12-31	$9,212
Total of all expenses incurred	2018-12-31	$1,605,697
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$1,501,364
Value of total corrective distributions	2018-12-31	$14,354
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$1,988,624
Value of total assets at end of year	2018-12-31	$33,773,507
Value of total assets at beginning of year	2018-12-31	$24,894,957
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$89,979
Total interest from all sources	2018-12-31	$33,510
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$638,359
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$589,511
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$1,602,245
Participant contributions at end of year	2018-12-31	$625,216
Participant contributions at beginning of year	2018-12-31	$371,549
Participant contributions at end of year	2018-12-31	$0
Participant contributions at beginning of year	2018-12-31	$25,637
Assets. Other investments not covered elsewhere at end of year	2018-12-31	$1,918,723
Assets. Other investments not covered elsewhere at beginning of year	2018-12-31	$845,330
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$309,589
Value of other receiveables (less allowance for doubtful accounts) at end of year	2018-12-31	$6,511,645
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2018-12-31	$22,440
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2018-12-31	$15,676
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2018-12-31	$20,290
Other income not declared elsewhere	2018-12-31	$917
Total non interest bearing cash at end of year	2018-12-31	$1,981,660
Total non interest bearing cash at beginning of year	2018-12-31	$1,371,232
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-1,379,763
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$33,757,831
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$24,874,667
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Investment advisory and management fees	2018-12-31	$42,713
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$21,628,699
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$21,286,874
Interest on participant loans	2018-12-31	$21,844
Income. Interest from corporate debt instruments	2018-12-31	$440
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$695,066
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$362,111
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$362,111
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-12-31	$11,226
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-2,380,474
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$76,790
Employer contributions (assets) at end of year	2018-12-31	$0
Employer contributions (assets) at beginning of year	2018-12-31	$2,013
Income. Dividends from common stock	2018-12-31	$48,848
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$1,501,364
Asset. Corporate debt instrument debt (other) at end of year	2018-12-31	$33,679
Asset. Corporate debt instrument debt (other) at beginning of year	2018-12-31	$19,367
Contract administrator fees	2018-12-31	$47,266
Assets. Corporate common stocks other than exployer securities at end of year	2018-12-31	$378,819
Assets. Corporate common stocks other than exployer securities at beginning of year	2018-12-31	$588,404
Did the plan have assets held for investment	2018-12-31	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	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Aggregate proceeds on sale of assets	2018-12-31	$524,842
Aggregate carrying amount (costs) on sale of assets	2018-12-31	$515,630
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	BROWN SCHULTZ SHERIDAN & FRITZ
Accountancy firm EIN	2018-12-31	251644159
2017 : H.B. MCCLURE COMPANY EMPLOYEES' PROFIT SHARING PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2017-12-31	$-129,182
Total unrealized appreciation/depreciation of assets	2017-12-31	$-129,182
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$20,290
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$2,472
Total income from all sources (including contributions)	2017-12-31	$4,546,741
Total loss/gain on sale of assets	2017-12-31	$196,850
Total of all expenses incurred	2017-12-31	$378,699
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$277,275
Value of total corrective distributions	2017-12-31	$19,559
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$1,756,134
Value of total assets at end of year	2017-12-31	$24,894,957
Value of total assets at beginning of year	2017-12-31	$20,709,097
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$81,865
Total interest from all sources	2017-12-31	$17,767
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$606,361
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$552,957
Assets. Real estate other than employer real property at end of year	2017-12-31	$0
Assets. Real estate other than employer real property at beginning of year	2017-12-31	$64,872
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$1,426,280
Participant contributions at end of year	2017-12-31	$371,549
Participant contributions at beginning of year	2017-12-31	$267,672
Participant contributions at end of year	2017-12-31	$25,637
Participant contributions at beginning of year	2017-12-31	$20,902
Assets. Other investments not covered elsewhere at end of year	2017-12-31	$845,330
Assets. Other investments not covered elsewhere at beginning of year	2017-12-31	$565,755
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$265,882
Value of other receiveables (less allowance for doubtful accounts) at end of year	2017-12-31	$22,440
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2017-12-31	$1,799
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2017-12-31	$20,290
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2017-12-31	$130
Other income not declared elsewhere	2017-12-31	$1,116
Total non interest bearing cash at end of year	2017-12-31	$1,371,232
Total non interest bearing cash at beginning of year	2017-12-31	$411,741
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$4,168,042
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$24,874,667
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$20,706,625
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Investment advisory and management fees	2017-12-31	$38,801
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$21,286,874
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$17,488,209
Interest on participant loans	2017-12-31	$15,358
Income. Interest from corporate debt instruments	2017-12-31	$178
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$362,111
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-12-31	$306,146
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-12-31	$306,146
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-12-31	$2,231
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$2,097,695
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$63,972
Employer contributions (assets) at end of year	2017-12-31	$2,013
Employer contributions (assets) at beginning of year	2017-12-31	$49
Income. Dividends from common stock	2017-12-31	$53,404
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$277,275
Asset. Corporate debt instrument debt (other) at end of year	2017-12-31	$19,367
Asset. Corporate debt instrument debt (other) at beginning of year	2017-12-31	$0
Contract administrator fees	2017-12-31	$43,064
Assets. Corporate common stocks other than exployer securities at end of year	2017-12-31	$588,404
Assets. Corporate common stocks other than exployer securities at beginning of year	2017-12-31	$1,581,952
Liabilities. Value of benefit claims payable at end of year	2017-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2017-12-31	$2,342
Did the plan have assets held for investment	2017-12-31	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	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Aggregate proceeds on sale of assets	2017-12-31	$1,506,359
Aggregate carrying amount (costs) on sale of assets	2017-12-31	$1,309,509
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	BROWN SCHULTZ SHERIDAN & FRITZ
Accountancy firm EIN	2017-12-31	251644159

Form 5500 Responses for H.B. MCCLURE COMPANY EMPLOYEES' PROFIT SHARING PLAN

2020: H.B. MCCLURE COMPANY EMPLOYEES' PROFIT SHARING 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: H.B. MCCLURE COMPANY EMPLOYEES' PROFIT SHARING 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: H.B. MCCLURE COMPANY EMPLOYEES' PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
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: H.B. MCCLURE COMPANY EMPLOYEES' PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	HB GLOBAL, LLC
Employer identification number (EIN):	822979776
NAIC Classification:	238220
NAIC Description:	Plumbing, Heating, and Air-Conditioning Contractors