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Plan Name | HEALTH AND SAFETY INSTITUTE 401(K) PLAN |
Plan identification number | 003 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | HEALTH AND SAFETY INSTITUTE |
Employer identification number (EIN): | 911694268 |
NAIC Classification: | 541600 |
Additional information about HEALTH AND SAFETY INSTITUTE
Jurisdiction of Incorporation: | Washington Secretary of State Corporations Division |
Incorporation Date: | 1995-03-02 |
Company Identification Number: | 601610450 |
Legal Registered Office Address: |
711 CAPITOL WAY S STE 204 OLYMPIA United States of America (USA) 985011267 |
More information about HEALTH AND SAFETY INSTITUTE
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
003 | 2022-01-01 | KRISTI HANSON | 2023-10-16 | KRISTI HANSON | 2023-10-16 |
003 | 2021-01-01 | KRISTI HANSON | 2022-10-17 | KRISTI HANSON | 2022-10-17 |
003 | 2020-01-01 | KRISTI HANSON | 2021-10-15 | KRISTI HANSON | 2021-10-15 |
003 | 2019-01-01 | KRISTI HANSON | 2020-10-14 | KRISTI HANSON | 2020-10-14 |
003 | 2018-01-01 | BILL VIVEEN | 2019-10-15 | KEVIN FORTIER | 2019-10-15 |
003 | 2017-01-01 | ||||
003 | 2016-01-01 | ||||
003 | 2015-01-01 | ||||
003 | 2014-01-01 | JONATHAN HUNT | 2015-06-04 | ||
003 | 2013-01-01 | JONATHAN HUNT | 2014-06-20 | ||
003 | 2012-01-01 | JONATHAN HUNT | 2013-07-16 | ||
003 | 2011-01-01 | JONATHAN HUNT | 2012-06-21 | ||
003 | 2010-01-01 | JONATHAN HUNT | 2011-06-17 |
Measure | Date | Value |
---|---|---|
2022: HEALTH AND SAFETY INSTITUTE 401(K) PLAN 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 578 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 482 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 198 |
Total of all active and inactive participants | 2022-01-01 | 681 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 681 |
Number of participants with account balances | 2022-01-01 | 508 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: HEALTH AND SAFETY INSTITUTE 401(K) PLAN 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 319 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 347 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 0 |
Total of all active and inactive participants | 2021-01-01 | 347 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 347 |
Number of participants with account balances | 2021-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: HEALTH AND SAFETY INSTITUTE 401(K) PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 279 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 285 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 192 |
Total of all active and inactive participants | 2020-01-01 | 477 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 1 |
Total participants | 2020-01-01 | 478 |
Number of participants with account balances | 2020-01-01 | 369 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: HEALTH AND SAFETY INSTITUTE 401(K) PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 132 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 127 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 23 |
Total of all active and inactive participants | 2019-01-01 | 150 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 1 |
Total participants | 2019-01-01 | 151 |
Number of participants with account balances | 2019-01-01 | 96 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: HEALTH AND SAFETY INSTITUTE 401(K) PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 120 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 104 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 27 |
Total of all active and inactive participants | 2018-01-01 | 131 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 1 |
Total participants | 2018-01-01 | 132 |
Number of participants with account balances | 2018-01-01 | 78 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2022 : HEALTH AND SAFETY INSTITUTE 401(K) PLAN 2022 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total income from all sources (including contributions) | 2022-12-31 | $582,127 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $1,467,109 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $1,366,645 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $4,007,844 |
Value of total assets at end of year | 2022-12-31 | $18,369,766 |
Value of total assets at beginning of year | 2022-12-31 | $19,254,748 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $100,464 |
Total interest from all sources | 2022-12-31 | $4,114 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $1,992,781 |
Participant contributions at end of year | 2022-12-31 | $166,241 |
Participant contributions at beginning of year | 2022-12-31 | $80,066 |
Participant contributions at end of year | 2022-12-31 | $0 |
Participant contributions at beginning of year | 2022-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $1,024,018 |
Total non interest bearing cash at end of year | 2022-12-31 | $148,581 |
Total non interest bearing cash at beginning of year | 2022-12-31 | $9,352 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-884,982 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $18,369,766 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $19,254,748 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $17,287,270 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $18,543,942 |
Interest on participant loans | 2022-12-31 | $4,114 |
Value of interest in common/collective trusts at end of year | 2022-12-31 | $0 |
Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-12-31 | $767,674 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-12-31 | $621,388 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-12-31 | $621,388 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-3,429,831 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $991,045 |
Employer contributions (assets) at end of year | 2022-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $1,366,645 |
Contract administrator fees | 2022-12-31 | $100,464 |
Did the plan have assets held for investment | 2022-12-31 | 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 | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | BDO USA, P.C. |
Accountancy firm EIN | 2022-12-31 | 135381590 |
2021 : HEALTH AND SAFETY INSTITUTE 401(K) PLAN 2021 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total transfer of assets to this plan | 2021-12-31 | $291,187 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total income from all sources (including contributions) | 2021-12-31 | $4,997,553 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $2,401,731 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $2,301,572 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $2,644,388 |
Value of total assets at end of year | 2021-12-31 | $19,254,748 |
Value of total assets at beginning of year | 2021-12-31 | $16,367,739 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $100,159 |
Total interest from all sources | 2021-12-31 | $3,760 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $1,445,632 |
Participant contributions at end of year | 2021-12-31 | $80,066 |
Participant contributions at beginning of year | 2021-12-31 | $108,958 |
Participant contributions at end of year | 2021-12-31 | $0 |
Participant contributions at beginning of year | 2021-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $452,323 |
Total non interest bearing cash at end of year | 2021-12-31 | $9,352 |
Total non interest bearing cash at beginning of year | 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 appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $2,595,822 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $19,254,748 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $16,367,739 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Investment advisory and management fees | 2021-12-31 | $100,159 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $18,543,942 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $15,531,057 |
Interest on participant loans | 2021-12-31 | $3,760 |
Value of interest in common/collective trusts at end of year | 2021-12-31 | $0 |
Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-12-31 | $621,388 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-12-31 | $727,724 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-12-31 | $727,724 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $2,349,405 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $746,433 |
Employer contributions (assets) at end of year | 2021-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $2,301,572 |
Did the plan have assets held for investment | 2021-12-31 | 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 | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | BDO USA, LLP |
Accountancy firm EIN | 2021-12-31 | 135381590 |
2020 : HEALTH AND SAFETY INSTITUTE 401(K) 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 | $7,747,689 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total income from all sources (including contributions) | 2020-12-31 | $3,717,481 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $1,028,500 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $951,528 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $1,605,600 |
Value of total assets at end of year | 2020-12-31 | $16,367,739 |
Value of total assets at beginning of year | 2020-12-31 | $5,931,069 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $76,972 |
Total interest from all sources | 2020-12-31 | $3,255 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $0 |
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 | $943,883 |
Participant contributions at end of year | 2020-12-31 | $108,958 |
Participant contributions at beginning of year | 2020-12-31 | $4,604 |
Participant contributions at end of year | 2020-12-31 | $0 |
Participant contributions at beginning of year | 2020-12-31 | $23,939 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $123,904 |
Other income not declared elsewhere | 2020-12-31 | $5,319 |
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 |
Income. Non cash contributions | 2020-12-31 | $36,264 |
Value of net income/loss | 2020-12-31 | $2,688,981 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $16,367,739 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $5,931,069 |
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 | $43,935 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $15,531,057 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $5,200,709 |
Interest on participant loans | 2020-12-31 | $3,041 |
Value of interest in common/collective trusts at end of year | 2020-12-31 | $0 |
Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $686,399 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-12-31 | $727,724 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-12-31 | $1,615 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-12-31 | $1,615 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-12-31 | $214 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $2,093,812 |
Net investment gain or loss from common/collective trusts | 2020-12-31 | $9,495 |
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 | Yes |
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 | $501,549 |
Employer contributions (assets) at end of year | 2020-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $13,803 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $951,528 |
Contract administrator fees | 2020-12-31 | $33,037 |
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 | Unqualified |
Accountancy firm name | 2020-12-31 | BDO USA, LLP |
Accountancy firm EIN | 2020-12-31 | 135381590 |
2019 : HEALTH AND SAFETY INSTITUTE 401(K) PLAN 2019 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total income from all sources (including contributions) | 2019-12-31 | $1,614,984 |
Total income from all sources (including contributions) | 2019-12-31 | $1,614,984 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $487,425 |
Total of all expenses incurred | 2019-12-31 | $487,425 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $445,302 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $445,302 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $577,288 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $577,288 |
Value of total assets at end of year | 2019-12-31 | $5,931,069 |
Value of total assets at end of year | 2019-12-31 | $5,931,069 |
Value of total assets at beginning of year | 2019-12-31 | $4,803,510 |
Value of total assets at beginning of year | 2019-12-31 | $4,803,510 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $42,123 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $42,123 |
Total interest from all sources | 2019-12-31 | $-324 |
Total interest from all sources | 2019-12-31 | $-324 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $0 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $1,000,000 |
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 |
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 | $371,321 |
Contributions received from participants | 2019-12-31 | $371,321 |
Participant contributions at end of year | 2019-12-31 | $4,604 |
Participant contributions at end of year | 2019-12-31 | $4,604 |
Participant contributions at beginning of year | 2019-12-31 | $29,023 |
Participant contributions at beginning of year | 2019-12-31 | $29,023 |
Participant contributions at end of year | 2019-12-31 | $23,939 |
Participant contributions at end of year | 2019-12-31 | $23,939 |
Participant contributions at beginning of year | 2019-12-31 | $26,074 |
Participant contributions at beginning of year | 2019-12-31 | $26,074 |
Other income not declared elsewhere | 2019-12-31 | $8,088 |
Other income not declared elsewhere | 2019-12-31 | $8,088 |
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 |
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 | $1,127,559 |
Value of net income/loss | 2019-12-31 | $1,127,559 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $5,931,069 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $5,931,069 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $4,803,510 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $4,803,510 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
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 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 |
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 | $27,518 |
Investment advisory and management fees | 2019-12-31 | $27,518 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $5,200,709 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $5,200,709 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $4,325,298 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $4,325,298 |
Income. Interest from loans (other than to participants) | 2019-12-31 | $1,174 |
Income. Interest from loans (other than to participants) | 2019-12-31 | $1,174 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $686,399 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $686,399 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $408,105 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $408,105 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $1,615 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $1,615 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $1,452 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $1,452 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $1,452 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $1,452 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $-1,498 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $-1,498 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $1,020,056 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $1,020,056 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $9,876 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $9,876 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
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 |
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 |
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 | $205,967 |
Contributions received in cash from employer | 2019-12-31 | $205,967 |
Employer contributions (assets) at end of year | 2019-12-31 | $13,803 |
Employer contributions (assets) at end of year | 2019-12-31 | $13,803 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $13,558 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $13,558 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $445,302 |
Contract administrator fees | 2019-12-31 | $14,605 |
Contract administrator fees | 2019-12-31 | $14,605 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
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 |
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 |
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 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Unqualified |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Unqualified |
Accountancy firm name | 2019-12-31 | BDO USA, LLP |
Accountancy firm name | 2019-12-31 | BDO USA, LLP |
Accountancy firm EIN | 2019-12-31 | 135381590 |
Accountancy firm EIN | 2019-12-31 | 135381590 |
2018 : HEALTH AND SAFETY INSTITUTE 401(K) PLAN 2018 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total income from all sources (including contributions) | 2018-12-31 | $172,837 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $375,577 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $338,228 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $526,814 |
Value of total assets at end of year | 2018-12-31 | $4,803,510 |
Value of total assets at beginning of year | 2018-12-31 | $5,006,250 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $37,349 |
Total interest from all sources | 2018-12-31 | $1,254 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $0 |
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 | $335,196 |
Participant contributions at end of year | 2018-12-31 | $29,023 |
Participant contributions at beginning of year | 2018-12-31 | $26,024 |
Participant contributions at end of year | 2018-12-31 | $26,074 |
Participant contributions at beginning of year | 2018-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $17,939 |
Other income not declared elsewhere | 2018-12-31 | $8,351 |
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 | $-202,740 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $4,803,510 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $5,006,250 |
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 | $23,000 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $4,325,298 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $4,623,454 |
Interest on participant loans | 2018-12-31 | $1,220 |
Value of interest in common/collective trusts at end of year | 2018-12-31 | $408,105 |
Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $355,746 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-12-31 | $1,452 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-12-31 | $1,026 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-12-31 | $1,026 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2018-12-31 | $34 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-369,952 |
Net investment gain or loss from common/collective trusts | 2018-12-31 | $6,370 |
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 | $173,679 |
Employer contributions (assets) at end of year | 2018-12-31 | $13,558 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $338,228 |
Contract administrator fees | 2018-12-31 | $14,349 |
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 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Unqualified |
Accountancy firm name | 2018-12-31 | BDO USA, LLP |
Accountancy firm EIN | 2018-12-31 | 135381590 |
2022: HEALTH AND SAFETY INSTITUTE 401(K) PLAN 2022 form 5500 responses | ||
---|---|---|
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Submission has been amended | No |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: HEALTH AND SAFETY INSTITUTE 401(K) PLAN 2021 form 5500 responses | ||
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: HEALTH AND SAFETY INSTITUTE 401(K) 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: HEALTH AND SAFETY INSTITUTE 401(K) 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: HEALTH AND SAFETY INSTITUTE 401(K) 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 |