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THE HUMPHREYS GROUP QUALIFIED RETIREMENT PLAN 401k Plan overview

Plan NameTHE HUMPHREYS GROUP QUALIFIED RETIREMENT PLAN
Plan identification number 001

THE HUMPHREYS GROUP QUALIFIED RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • 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.
  • Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

THE HUMPHREYS GROUP LLC has sponsored the creation of one or more 401k plans.

Company Name:THE HUMPHREYS GROUP LLC
Employer identification number (EIN):861110306
NAIC Classification:523900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE HUMPHREYS GROUP QUALIFIED RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01DIANE BOURDO2024-06-26 DIANE BOURDO2024-06-26
0012022-01-01DIANE BOURDO2023-06-29 DIANE BOURDO2023-06-29
0012021-01-01DIANE BOURDO2022-06-21 DIANE BOURDO2022-06-21
0012020-01-01DIANE BOURDO2021-07-22 DIANE BOURDO2021-07-22
0012019-01-01DIANE BOURDO2020-07-17 DIANE BOURDO2020-07-17
0012018-01-01DIANE BOURDO2019-06-18 DIANE BOURDO2019-06-18
0012017-01-01DIANE BOURDO2018-07-03
0012016-01-01DIANE BOURDO2017-06-27 DIANE BOURDO2017-06-27
0012015-01-01DIANE BOURDO2016-08-26
0012014-01-01DIANE BOURDO2015-07-27 DIANE BOURDO2015-07-27
0012013-01-01DIANE BOURDO2014-07-29 DIANE BOURDO2014-07-29
0012012-01-01DIANE BOURDO2013-06-28
0012011-01-01LISA ST CLAIRE2012-07-27
0012010-01-01LISA ST CLAIRE2011-07-28
0012009-01-01LISA ST CLAIRE

Financial Data on THE HUMPHREYS GROUP QUALIFIED RETIREMENT PLAN

Measure Date Value
2024 : THE HUMPHREYS GROUP QUALIFIED RETIREMENT PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-06-270
Total liabilities as of the end of the plan year2024-06-270
Total liabilities as of the beginning of the plan year2024-06-270
Total expenses incurred by plan in this plan year2024-06-27500
Net assets as of the end of the plan year2024-06-271443889
Total assets as of the beginning of the plan year2024-06-271338418
Participant contributions to plan in this plan year2024-06-270
Other expenses paid from plan in this plan year2024-06-270
Other contributions to plan in this plan year2024-06-270
Other income to plan in this plan year2024-06-270
Plan net income in this plan year2024-06-27105471
Net assets as of the end of the plan year2024-06-271443889
Net assets as of the beginning of the plan year2024-06-271338418
Employer contributions to plan in this plan year2024-06-27105971
Expensese paid to adminstrative service provicers from plan in this plan year2024-06-27500
2022 : THE HUMPHREYS GROUP QUALIFIED RETIREMENT PLAN 2022 401k financial data
Total transfers to/from plan in this plan year2022-06-210
Total liabilities as of the end of the plan year2022-06-210
Total liabilities as of the beginning of the plan year2022-06-210
Total expenses incurred by plan in this plan year2022-06-21640
Net assets as of the end of the plan year2022-06-211241117
Total assets as of the beginning of the plan year2022-06-211144137
Participant contributions to plan in this plan year2022-06-210
Other expenses paid from plan in this plan year2022-06-210
Other contributions to plan in this plan year2022-06-210
Other income to plan in this plan year2022-06-210
Plan net income in this plan year2022-06-2196980
Net assets as of the end of the plan year2022-06-211241117
Net assets as of the beginning of the plan year2022-06-211144137
Employer contributions to plan in this plan year2022-06-2197620
Expensese paid to adminstrative service provicers from plan in this plan year2022-06-21640

Form 5500 Responses for THE HUMPHREYS GROUP QUALIFIED RETIREMENT PLAN

2009: THE HUMPHREYS GROUP QUALIFIED RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01First time form 5500 has been submittedYes
2009-01-01Submission has been amendedNo
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 – General assets of the sponsorYes
2009-01-01Plan benefit arrangement – General assets of the sponsorYes

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