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HUMAN RESOURCE TRAINING, INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameHUMAN RESOURCE TRAINING, INC. 401(K) PROFIT SHARING PLAN
Plan identification number 002

HUMAN RESOURCE TRAINING, INC. 401(K) PROFIT SHARING 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.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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

HUMAN RESOURCE TRAINING, INC. has sponsored the creation of one or more 401k plans.

Company Name:HUMAN RESOURCE TRAINING, INC.
Employer identification number (EIN):860412030
NAIC Classification:541990
NAIC Description:All Other Professional, Scientific, and Technical Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HUMAN RESOURCE TRAINING, INC. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01DENISE CARPENTER2023-01-31 DENISE CARPENTER2023-01-31
0022021-01-01DENISE CARPENTER2022-10-11 DENISE CARPENTER2022-10-11
0022020-01-01CECILIA JONES2021-10-06 CECILIA JONES2021-10-06
0022019-01-01CECILIA JONES2020-10-02 CECILIA JONES2020-10-02
0022018-01-01CECILIA JONES2019-09-26 CECILIA JONES2019-09-26
0022017-01-01
0022016-01-01
0022015-01-01
0022014-01-01
0022013-01-01
0022012-01-01CECILIA JONES2013-10-11 CECILIA JONES2013-10-11
0022011-01-01CECILIA JONES2012-10-05 CECILIA JONES2012-10-05
0022010-01-01CECILIA JONES2011-10-11 CECILIA JONES2011-10-11

Plan Statistics for HUMAN RESOURCE TRAINING, INC. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for HUMAN RESOURCE TRAINING, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: HUMAN RESOURCE TRAINING, INC. 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01130
Total number of active participants reported on line 7a of the Form 55002022-01-010
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-010
Number of participants with account balances2022-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: HUMAN RESOURCE TRAINING, INC. 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01130
Total number of active participants reported on line 7a of the Form 55002021-01-0168
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0155
Total of all active and inactive participants2021-01-01123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01123
Number of participants with account balances2021-01-01118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-017
2020: HUMAN RESOURCE TRAINING, INC. 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01138
Total number of active participants reported on line 7a of the Form 55002020-01-0180
Number of retired or separated participants receiving benefits2020-01-0140
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-01120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01120
Number of participants with account balances2020-01-01120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-014
2019: HUMAN RESOURCE TRAINING, INC. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01130
Total number of active participants reported on line 7a of the Form 55002019-01-0183
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0143
Total of all active and inactive participants2019-01-01126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01126
Number of participants with account balances2019-01-01126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0110
2018: HUMAN RESOURCE TRAINING, INC. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01124
Total number of active participants reported on line 7a of the Form 55002018-01-0189
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0136
Total of all active and inactive participants2018-01-01125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01125
Number of participants with account balances2018-01-01125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-013
2017: HUMAN RESOURCE TRAINING, INC. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01121
Total number of active participants reported on line 7a of the Form 55002017-01-0194
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0122
Total of all active and inactive participants2017-01-01116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01116
Number of participants with account balances2017-01-01116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-012

Financial Data on HUMAN RESOURCE TRAINING, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2022 : HUMAN RESOURCE TRAINING, INC. 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total transfer of assets from this plan2022-05-31$4,587,799
Total income from all sources (including contributions)2022-05-31$-722,397
Total of all expenses incurred2022-05-31$873,546
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-05-31$870,460
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-05-31$106,676
Value of total assets at beginning of year2022-05-31$6,183,742
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-05-31$3,086
Total interest from all sources2022-05-31$783
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-05-31No
Was this plan covered by a fidelity bond2022-05-31Yes
Value of fidelity bond cover2022-05-31$500,000
If this is an individual account plan, was there a blackout period2022-05-31No
Were there any nonexempt tranactions with any party-in-interest2022-05-31No
Contributions received from participants2022-05-31$87,828
Participant contributions at beginning of year2022-05-31$41,862
Participant contributions at beginning of year2022-05-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-05-31No
Value of net income/loss2022-05-31$-1,595,943
Value of net assets at beginning of year (total assets less liabilities)2022-05-31$6,183,742
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-05-31No
Were any leases to which the plan was party in default or uncollectible2022-05-31No
Value of interest in pooled separate accounts at beginning of year2022-05-31$6,038,365
Interest on participant loans2022-05-31$783
Net investment gain/loss from pooled separate accounts2022-05-31$-829,856
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-05-31No
Was there a failure to transmit to the plan any participant contributions2022-05-31No
Has the plan failed to provide any benefit when due under the plan2022-05-31No
Contributions received in cash from employer2022-05-31$18,848
Employer contributions (assets) at beginning of year2022-05-31$103,515
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-05-31$870,460
Contract administrator fees2022-05-31$3,086
Did the plan have assets held for investment2022-05-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-05-31Yes
Opinion of an independent qualified public accountant for this plan2022-05-31Unqualified
Accountancy firm name2022-05-31TULL, FORSBERG & OLSON, PLC
Accountancy firm EIN2022-05-31860130568
2021 : HUMAN RESOURCE TRAINING, INC. 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$885,566
Total of all expenses incurred2021-12-31$579,649
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$556,533
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$301,876
Value of total assets at end of year2021-12-31$6,183,742
Value of total assets at beginning of year2021-12-31$5,877,825
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$23,116
Total interest from all sources2021-12-31$1,899
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$198,335
Participant contributions at end of year2021-12-31$41,862
Participant contributions at beginning of year2021-12-31$27,076
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$5,226
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Income. Non cash contributions2021-12-31$26
Value of net income/loss2021-12-31$305,917
Value of net assets at end of year (total assets less liabilities)2021-12-31$6,183,742
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$5,877,825
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in pooled separate accounts at end of year2021-12-31$6,038,365
Value of interest in pooled separate accounts at beginning of year2021-12-31$5,575,406
Interest on participant loans2021-12-31$1,899
Net investment gain/loss from pooled separate accounts2021-12-31$581,791
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$103,515
Employer contributions (assets) at end of year2021-12-31$103,515
Employer contributions (assets) at beginning of year2021-12-31$270,117
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$556,533
Contract administrator fees2021-12-31$23,116
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31TULL, FORSBERG & OLSON, PLC
Accountancy firm EIN2021-12-31860130568
2020 : HUMAN RESOURCE TRAINING, INC. 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$1,341,508
Total of all expenses incurred2020-12-31$1,117,566
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,109,497
Expenses. Certain deemed distributions of participant loans2020-12-31$1,119
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$469,151
Value of total assets at end of year2020-12-31$5,877,825
Value of total assets at beginning of year2020-12-31$5,653,883
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$6,950
Total interest from all sources2020-12-31$937
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$191,411
Participant contributions at end of year2020-12-31$27,076
Participant contributions at beginning of year2020-12-31$16,288
Participant contributions at end of year2020-12-31$5,226
Participant contributions at beginning of year2020-12-31$4,968
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$7,622
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$223,942
Value of net assets at end of year (total assets less liabilities)2020-12-31$5,877,825
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$5,653,883
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in pooled separate accounts at end of year2020-12-31$5,575,406
Value of interest in pooled separate accounts at beginning of year2020-12-31$5,362,378
Interest on participant loans2020-12-31$937
Net investment gain/loss from pooled separate accounts2020-12-31$871,420
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$270,118
Employer contributions (assets) at end of year2020-12-31$270,117
Employer contributions (assets) at beginning of year2020-12-31$270,249
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,109,497
Contract administrator fees2020-12-31$6,950
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31TULL, FORSBERG & OLSON, PLC
Accountancy firm EIN2020-12-31860130568
2019 : HUMAN RESOURCE TRAINING, INC. 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$1,417,401
Total income from all sources (including contributions)2019-12-31$1,417,401
Total of all expenses incurred2019-12-31$108,348
Total of all expenses incurred2019-12-31$108,348
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$98,404
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$98,404
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$456,548
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$456,548
Value of total assets at end of year2019-12-31$5,653,883
Value of total assets at end of year2019-12-31$5,653,883
Value of total assets at beginning of year2019-12-31$4,344,830
Value of total assets at beginning of year2019-12-31$4,344,830
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$9,944
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$9,944
Total interest from all sources2019-12-31$788
Total interest from all sources2019-12-31$788
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$475,000
Value of fidelity bond cover2019-12-31$475,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$163,142
Contributions received from participants2019-12-31$163,142
Participant contributions at end of year2019-12-31$16,288
Participant contributions at end of year2019-12-31$16,288
Participant contributions at beginning of year2019-12-31$14,769
Participant contributions at beginning of year2019-12-31$14,769
Participant contributions at end of year2019-12-31$4,968
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$23,157
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$1,309,053
Value of net income/loss2019-12-31$1,309,053
Value of net assets at end of year (total assets less liabilities)2019-12-31$5,653,883
Value of net assets at end of year (total assets less liabilities)2019-12-31$5,653,883
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$4,344,830
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$4,344,830
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in pooled separate accounts at end of year2019-12-31$5,362,378
Value of interest in pooled separate accounts at end of year2019-12-31$5,362,378
Value of interest in pooled separate accounts at beginning of year2019-12-31$4,062,644
Value of interest in pooled separate accounts at beginning of year2019-12-31$4,062,644
Interest on participant loans2019-12-31$788
Net investment gain/loss from pooled separate accounts2019-12-31$960,065
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$270,249
Employer contributions (assets) at end of year2019-12-31$270,249
Employer contributions (assets) at end of year2019-12-31$270,249
Employer contributions (assets) at beginning of year2019-12-31$267,417
Employer contributions (assets) at beginning of year2019-12-31$267,417
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$98,404
Contract administrator fees2019-12-31$9,944
Contract administrator fees2019-12-31$9,944
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31TULL, FORSBERG & OLSON, PLC
Accountancy firm name2019-12-31TULL, FORSBERG & OLSON, PLC
Accountancy firm EIN2019-12-31860130568
Accountancy firm EIN2019-12-31860130568
2018 : HUMAN RESOURCE TRAINING, INC. 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$87,952
Total of all expenses incurred2018-12-31$163,131
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$160,394
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$403,817
Value of total assets at end of year2018-12-31$4,344,830
Value of total assets at beginning of year2018-12-31$4,420,009
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$2,737
Total interest from all sources2018-12-31$1,026
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$475,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$136,400
Participant contributions at end of year2018-12-31$14,769
Participant contributions at beginning of year2018-12-31$30,949
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-75,179
Value of net assets at end of year (total assets less liabilities)2018-12-31$4,344,830
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$4,420,009
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in pooled separate accounts at end of year2018-12-31$4,062,644
Value of interest in pooled separate accounts at beginning of year2018-12-31$4,225,697
Interest on participant loans2018-12-31$1,026
Net investment gain/loss from pooled separate accounts2018-12-31$-316,891
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$267,417
Employer contributions (assets) at end of year2018-12-31$267,417
Employer contributions (assets) at beginning of year2018-12-31$163,363
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$160,394
Contract administrator fees2018-12-31$2,737
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31TULL, FORSBERG & OLSON, PLC
Accountancy firm EIN2018-12-31860130568
2017 : HUMAN RESOURCE TRAINING, INC. 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$910,188
Total of all expenses incurred2017-12-31$153,633
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$148,096
Expenses. Certain deemed distributions of participant loans2017-12-31$966
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$300,566
Value of total assets at end of year2017-12-31$4,420,009
Value of total assets at beginning of year2017-12-31$3,663,454
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$4,571
Total interest from all sources2017-12-31$1,552
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$475,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$137,203
Participant contributions at end of year2017-12-31$30,949
Participant contributions at beginning of year2017-12-31$34,634
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$756,555
Value of net assets at end of year (total assets less liabilities)2017-12-31$4,420,009
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$3,663,454
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in pooled separate accounts at end of year2017-12-31$4,225,697
Value of interest in pooled separate accounts at beginning of year2017-12-31$3,402,647
Interest on participant loans2017-12-31$1,552
Net investment gain/loss from pooled separate accounts2017-12-31$608,070
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$163,363
Employer contributions (assets) at end of year2017-12-31$163,363
Employer contributions (assets) at beginning of year2017-12-31$226,173
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$148,096
Contract administrator fees2017-12-31$4,571
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31TULL, FORSBERG & OLSON, PLC
Accountancy firm EIN2017-12-31860130568

Form 5500 Responses for HUMAN RESOURCE TRAINING, INC. 401(K) PROFIT SHARING PLAN

2022: HUMAN RESOURCE TRAINING, INC. 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingYes
2022-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: HUMAN RESOURCE TRAINING, INC. 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: HUMAN RESOURCE TRAINING, INC. 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: HUMAN RESOURCE TRAINING, INC. 401(K) 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 filingNo
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 – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: HUMAN RESOURCE TRAINING, INC. 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
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 – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: HUMAN RESOURCE TRAINING, INC. 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
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 – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-814858
Policy instance 1
Insurance contract or identification numberGA-814858
Number of Individuals Covered0
Insurance policy start date2022-01-01
Insurance policy end date2022-05-31
Total amount of commissions paid to insurance brokerUSD $6,914
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $6,914
Insurance broker organization code?3
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-814858
Policy instance 1
Insurance contract or identification numberGA-814858
Number of Individuals Covered111
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $13,638
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $13,638
Insurance broker organization code?3
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-814858
Policy instance 1
Insurance contract or identification numberGA-814858
Number of Individuals Covered120
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $11,498
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $11,498
Insurance broker organization code?3
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-814858
Policy instance 1
Insurance contract or identification numberGA-814858
Number of Individuals Covered113
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $8,970
Total amount of fees paid to insurance companyUSD $1,080
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,207
Insurance broker organization code?3
Amount paid for insurance broker fees1080
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-814858
Policy instance 1
Insurance contract or identification numberGA-814858
Number of Individuals Covered113
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $12,697
Total amount of fees paid to insurance companyUSD $1,634
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $12,697
Insurance broker organization code?3
Amount paid for insurance broker fees1634
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-814858
Policy instance 1
Insurance contract or identification numberGA-814858
Number of Individuals Covered106
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $13,512
Total amount of fees paid to insurance companyUSD $1,787
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $13,512
Additional information about fees paid to insurance brokerBROKER COMMISSION
Insurance broker organization code?3
Amount paid for insurance broker fees1787
Insurance broker nameCAMPBELL ALBRECHT

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