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NEW HORIZONS 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameNEW HORIZONS 401(K) PROFIT SHARING PLAN
Plan identification number 002

NEW HORIZONS 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
  • 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.
  • 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

NEW HORIZONS BROKERAGE & DEVELOPMENT LTD. has sponsored the creation of one or more 401k plans.

Company Name:NEW HORIZONS BROKERAGE & DEVELOPMENT LTD.
Employer identification number (EIN):860636216
NAIC Classification:531210
NAIC Description:Offices of Real Estate Agents and Brokers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NEW HORIZONS 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022015-01-01
0022014-01-01SHARON KENNEDY, APA, QPA, QKA, ERPA
0022013-01-01SHARON KENNEDY APA, QPA, QKA, ERPA
0022012-01-01SHARON KENNEDY, APA, QPA, QKA, ERPA
0022011-01-01BRAD GILBERTSON
0022009-01-01BRAD A. GILBERTSON
0022009-01-01BRAD A. GILBERTSON

Plan Statistics for NEW HORIZONS 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for NEW HORIZONS 401(K) PROFIT SHARING PLAN

Measure Date Value
2015: NEW HORIZONS 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-012
Total number of active participants reported on line 7a of the Form 55002015-01-012
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-012
Number of participants with account balances2015-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: NEW HORIZONS 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-012
Total number of active participants reported on line 7a of the Form 55002014-01-012
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-012
Number of participants with account balances2014-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: NEW HORIZONS 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-012
Total number of active participants reported on line 7a of the Form 55002013-01-012
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-012
Number of participants with account balances2013-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: NEW HORIZONS 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-012
Total number of active participants reported on line 7a of the Form 55002012-01-012
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-012
Number of participants with account balances2012-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: NEW HORIZONS 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-013
Total number of active participants reported on line 7a of the Form 55002011-01-012
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-012
Number of participants with account balances2011-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: NEW HORIZONS 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-012
Total number of active participants reported on line 7a of the Form 55002009-01-011
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-011
Total of all active and inactive participants2009-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-012
Number of participants with account balances2009-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on NEW HORIZONS 401(K) PROFIT SHARING PLAN

Measure Date Value
2015 : NEW HORIZONS 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$-173,439
Expenses. Total of all expenses incurred2015-12-31$175,000
Benefits paid (including direct rollovers)2015-12-31$175,000
Total plan assets at end of year2015-12-31$4,649,290
Total plan assets at beginning of year2015-12-31$4,997,729
Value of fidelity bond covering the plan2015-12-31$975,000
Total contributions received or receivable from participants2015-12-31$24,000
Assets. Value of loans (other than to participants)2015-12-31$0
Other income received2015-12-31$-199,139
Net income (gross income less expenses)2015-12-31$-348,439
Net plan assets at end of year (total assets less liabilities)2015-12-31$4,649,290
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$4,997,729
Assets. Value of assets in partnership/joint-venture interests2015-12-31$1,500
Assets. Value of real-estate (other than employer real property)2015-12-31$440,500
Total contributions received or receivable from employer(s)2015-12-31$1,700
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : NEW HORIZONS 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$233,071
Expenses. Total of all expenses incurred2014-12-31$0
Benefits paid (including direct rollovers)2014-12-31$0
Total plan assets at end of year2014-12-31$4,997,729
Total plan assets at beginning of year2014-12-31$4,764,658
Value of fidelity bond covering the plan2014-12-31$975,000
Total contributions received or receivable from participants2014-12-31$0
Assets. Value of loans (other than to participants)2014-12-31$3,943,588
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$231,571
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$233,071
Net plan assets at end of year (total assets less liabilities)2014-12-31$4,997,729
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$4,764,658
Assets. Value of assets in partnership/joint-venture interests2014-12-31$1,500
Assets. Value of real-estate (other than employer real property)2014-12-31$835,500
Total contributions received or receivable from employer(s)2014-12-31$1,500
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$0
2013 : NEW HORIZONS 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$911,273
Expenses. Total of all expenses incurred2013-12-31$0
Benefits paid (including direct rollovers)2013-12-31$0
Total plan assets at end of year2013-12-31$4,764,658
Total plan assets at beginning of year2013-12-31$3,853,385
Value of fidelity bond covering the plan2013-12-31$1,100,000
Total contributions received or receivable from participants2013-12-31$0
Assets. Value of loans (other than to participants)2013-12-31$3,672,936
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$909,893
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$911,273
Net plan assets at end of year (total assets less liabilities)2013-12-31$4,764,658
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$3,853,385
Assets. Value of real-estate (other than employer real property)2013-12-31$827,683
Total contributions received or receivable from employer(s)2013-12-31$1,380
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$0
2012 : NEW HORIZONS 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total plan liabilities at end of year2012-12-31$0
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$873,364
Expenses. Total of all expenses incurred2012-12-31$0
Benefits paid (including direct rollovers)2012-12-31$0
Total plan assets at end of year2012-12-31$3,853,385
Total plan assets at beginning of year2012-12-31$2,980,021
Value of fidelity bond covering the plan2012-12-31$1,100,000
Total contributions received or receivable from participants2012-12-31$22,000
Assets. Value of loans (other than to participants)2012-12-31$2,528,826
Expenses. Other expenses not covered elsewhere2012-12-31$0
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$849,814
Net income (gross income less expenses)2012-12-31$873,364
Net plan assets at end of year (total assets less liabilities)2012-12-31$3,853,385
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$2,980,021
Assets. Value of real-estate (other than employer real property)2012-12-31$1,102,500
Total contributions received or receivable from employer(s)2012-12-31$1,550
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$0
2011 : NEW HORIZONS 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$602,332
Expenses. Total of all expenses incurred2011-12-31$22,980
Benefits paid (including direct rollovers)2011-12-31$22,980
Total plan assets at end of year2011-12-31$2,980,021
Total plan assets at beginning of year2011-12-31$2,400,669
Value of fidelity bond covering the plan2011-12-31$350,000
Total contributions received or receivable from participants2011-12-31$22,000
Assets. Value of loans (other than to participants)2011-12-31$2,141,917
Expenses. Other expenses not covered elsewhere2011-12-31$0
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$579,222
Noncash contributions received2011-12-31$0
Net income (gross income less expenses)2011-12-31$579,352
Net plan assets at end of year (total assets less liabilities)2011-12-31$2,980,021
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$2,400,669
Assets. Value of real-estate (other than employer real property)2011-12-31$752,500
Total contributions received or receivable from employer(s)2011-12-31$1,110
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : NEW HORIZONS 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$-502,078
Expenses. Total of all expenses incurred2010-12-31$0
Benefits paid (including direct rollovers)2010-12-31$0
Total plan assets at end of year2010-12-31$2,400,669
Total plan assets at beginning of year2010-12-31$2,902,747
Value of fidelity bond covering the plan2010-12-31$350,000
Total contributions received or receivable from participants2010-12-31$22,000
Assets. Value of loans (other than to participants)2010-12-31$1,456,432
Expenses. Other expenses not covered elsewhere2010-12-31$0
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$-524,828
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$-502,078
Net plan assets at end of year (total assets less liabilities)2010-12-31$2,400,669
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$2,902,747
Assets. Value of real-estate (other than employer real property)2010-12-31$885,000
Total contributions received or receivable from employer(s)2010-12-31$750
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$0

Form 5500 Responses for NEW HORIZONS 401(K) PROFIT SHARING PLAN

2015: NEW HORIZONS 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: NEW HORIZONS 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: NEW HORIZONS 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: NEW HORIZONS 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: NEW HORIZONS 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: NEW HORIZONS 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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