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HEALTH AND SAFETY INSTITUTE 401(K) PLAN 401k Plan overview

Plan NameHEALTH AND SAFETY INSTITUTE 401(K) PLAN
Plan identification number 003

HEALTH AND SAFETY INSTITUTE 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • 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

HEALTH AND SAFETY INSTITUTE has sponsored the creation of one or more 401k plans.

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HEALTH AND SAFETY INSTITUTE 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032022-01-01KRISTI HANSON2023-10-16 KRISTI HANSON2023-10-16
0032021-01-01KRISTI HANSON2022-10-17 KRISTI HANSON2022-10-17
0032020-01-01KRISTI HANSON2021-10-15 KRISTI HANSON2021-10-15
0032019-01-01KRISTI HANSON2020-10-14 KRISTI HANSON2020-10-14
0032018-01-01BILL VIVEEN2019-10-15 KEVIN FORTIER2019-10-15
0032017-01-01
0032016-01-01
0032015-01-01
0032014-01-01JONATHAN HUNT2015-06-04
0032013-01-01JONATHAN HUNT2014-06-20
0032012-01-01JONATHAN HUNT2013-07-16
0032011-01-01JONATHAN HUNT2012-06-21
0032010-01-01JONATHAN HUNT2011-06-17

Plan Statistics for HEALTH AND SAFETY INSTITUTE 401(K) PLAN

401k plan membership statisitcs for HEALTH AND SAFETY INSTITUTE 401(K) PLAN

Measure Date Value
2022: HEALTH AND SAFETY INSTITUTE 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01578
Total number of active participants reported on line 7a of the Form 55002022-01-01482
Number of retired or separated participants receiving benefits2022-01-011
Number of other retired or separated participants entitled to future benefits2022-01-01198
Total of all active and inactive participants2022-01-01681
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01681
Number of participants with account balances2022-01-01508
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: HEALTH AND SAFETY INSTITUTE 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01319
Total number of active participants reported on line 7a of the Form 55002021-01-01347
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-01347
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01347
Number of participants with account balances2021-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: HEALTH AND SAFETY INSTITUTE 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01279
Total number of active participants reported on line 7a of the Form 55002020-01-01285
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01192
Total of all active and inactive participants2020-01-01477
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-01478
Number of participants with account balances2020-01-01369
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: HEALTH AND SAFETY INSTITUTE 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01132
Total number of active participants reported on line 7a of the Form 55002019-01-01127
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0123
Total of all active and inactive participants2019-01-01150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01151
Number of participants with account balances2019-01-0196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: HEALTH AND SAFETY INSTITUTE 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01120
Total number of active participants reported on line 7a of the Form 55002018-01-01104
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0127
Total of all active and inactive participants2018-01-01131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-01132
Number of participants with account balances2018-01-0178
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010

Financial Data on HEALTH AND SAFETY INSTITUTE 401(K) PLAN

Measure Date Value
2022 : HEALTH AND SAFETY INSTITUTE 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$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 assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,467,109
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$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 year2022-12-31$18,369,766
Value of total assets at beginning of year2022-12-31$19,254,748
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$100,464
Total interest from all sources2022-12-31$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 year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,992,781
Participant contributions at end of year2022-12-31$166,241
Participant contributions at beginning of year2022-12-31$80,066
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$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 year2022-12-31$148,581
Total non interest bearing cash at beginning of year2022-12-31$9,352
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-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)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$17,287,270
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$18,543,942
Interest on participant loans2022-12-31$4,114
Value of interest in common/collective trusts at end of year2022-12-31$0
Value of interest in common/collective trusts at beginning of year2022-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$767,674
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$621,388
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$621,388
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-3,429,831
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$991,045
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,366,645
Contract administrator fees2022-12-31$100,464
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31BDO USA, P.C.
Accountancy firm EIN2022-12-31135381590
2021 : HEALTH AND SAFETY INSTITUTE 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets to this plan2021-12-31$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 assets2021-12-31$0
Total of all expenses incurred2021-12-31$2,401,731
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$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 year2021-12-31$19,254,748
Value of total assets at beginning of year2021-12-31$16,367,739
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$100,159
Total interest from all sources2021-12-31$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 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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,445,632
Participant contributions at end of year2021-12-31$80,066
Participant contributions at beginning of year2021-12-31$108,958
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$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 year2021-12-31$9,352
Total non interest bearing cash at beginning of year2021-12-31$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
Value of net income/loss2021-12-31$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)2021-12-31No
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
Investment advisory and management fees2021-12-31$100,159
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$18,543,942
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$15,531,057
Interest on participant loans2021-12-31$3,760
Value of interest in common/collective trusts at end of year2021-12-31$0
Value of interest in common/collective trusts at beginning of year2021-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$621,388
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$727,724
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$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 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$746,433
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$2,301,572
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 name2021-12-31BDO USA, LLP
Accountancy firm EIN2021-12-31135381590
2020 : HEALTH AND SAFETY INSTITUTE 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$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 assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,028,500
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$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 year2020-12-31$16,367,739
Value of total assets at beginning of year2020-12-31$5,931,069
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$76,972
Total interest from all sources2020-12-31$3,255
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$943,883
Participant contributions at end of year2020-12-31$108,958
Participant contributions at beginning of year2020-12-31$4,604
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$23,939
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$123,904
Other income not declared elsewhere2020-12-31$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 appraiser2020-12-31No
Income. Non cash contributions2020-12-31$36,264
Value of net income/loss2020-12-31$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)2020-12-31No
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
Investment advisory and management fees2020-12-31$43,935
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$15,531,057
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$5,200,709
Interest on participant loans2020-12-31$3,041
Value of interest in common/collective trusts at end of year2020-12-31$0
Value of interest in common/collective trusts at beginning of year2020-12-31$686,399
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$727,724
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$1,615
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$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 trusts2020-12-31$9,495
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 contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$501,549
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$13,803
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$951,528
Contract administrator fees2020-12-31$33,037
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 plan2020-12-31Unqualified
Accountancy firm name2020-12-31BDO USA, LLP
Accountancy firm EIN2020-12-31135381590
2019 : HEALTH AND SAFETY INSTITUTE 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$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 assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$487,425
Total of all expenses incurred2019-12-31$487,425
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$445,302
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$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 year2019-12-31$5,931,069
Value of total assets at end of year2019-12-31$5,931,069
Value of total assets at beginning of year2019-12-31$4,803,510
Value of total assets at beginning of year2019-12-31$4,803,510
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$42,123
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$42,123
Total interest from all sources2019-12-31$-324
Total interest from all sources2019-12-31$-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 bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
Value of fidelity bond cover2019-12-31$1,000,000
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$371,321
Contributions received from participants2019-12-31$371,321
Participant contributions at end of year2019-12-31$4,604
Participant contributions at end of year2019-12-31$4,604
Participant contributions at beginning of year2019-12-31$29,023
Participant contributions at beginning of year2019-12-31$29,023
Participant contributions at end of year2019-12-31$23,939
Participant contributions at end of year2019-12-31$23,939
Participant contributions at beginning of year2019-12-31$26,074
Participant contributions at beginning of year2019-12-31$26,074
Other income not declared elsewhere2019-12-31$8,088
Other income not declared elsewhere2019-12-31$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 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$1,127,559
Value of net income/loss2019-12-31$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)2019-12-31No
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 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
Investment advisory and management fees2019-12-31$27,518
Investment advisory and management fees2019-12-31$27,518
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$5,200,709
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$5,200,709
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$4,325,298
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$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 year2019-12-31$686,399
Value of interest in common/collective trusts at end of year2019-12-31$686,399
Value of interest in common/collective trusts at beginning of year2019-12-31$408,105
Value of interest in common/collective trusts at beginning of year2019-12-31$408,105
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$1,615
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$1,615
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$1,452
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$1,452
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$1,452
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$1,452
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$-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 trusts2019-12-31$9,876
Net investment gain or loss from common/collective trusts2019-12-31$9,876
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$205,967
Contributions received in cash from employer2019-12-31$205,967
Employer contributions (assets) at end of year2019-12-31$13,803
Employer contributions (assets) at end of year2019-12-31$13,803
Employer contributions (assets) at beginning of year2019-12-31$13,558
Employer contributions (assets) at beginning of year2019-12-31$13,558
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$445,302
Contract administrator fees2019-12-31$14,605
Contract administrator fees2019-12-31$14,605
Did the plan have assets held for investment2019-12-31Yes
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
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)2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31BDO USA, LLP
Accountancy firm name2019-12-31BDO USA, LLP
Accountancy firm EIN2019-12-31135381590
Accountancy firm EIN2019-12-31135381590
2018 : HEALTH AND SAFETY INSTITUTE 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$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 assets2018-12-31$0
Total of all expenses incurred2018-12-31$375,577
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$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 year2018-12-31$4,803,510
Value of total assets at beginning of year2018-12-31$5,006,250
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$37,349
Total interest from all sources2018-12-31$1,254
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$335,196
Participant contributions at end of year2018-12-31$29,023
Participant contributions at beginning of year2018-12-31$26,024
Participant contributions at end of year2018-12-31$26,074
Participant contributions at beginning of year2018-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$17,939
Other income not declared elsewhere2018-12-31$8,351
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-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)2018-12-31No
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
Investment advisory and management fees2018-12-31$23,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$4,325,298
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$4,623,454
Interest on participant loans2018-12-31$1,220
Value of interest in common/collective trusts at end of year2018-12-31$408,105
Value of interest in common/collective trusts at beginning of year2018-12-31$355,746
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$1,452
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$1,026
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$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 trusts2018-12-31$6,370
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$173,679
Employer contributions (assets) at end of year2018-12-31$13,558
Employer contributions (assets) at beginning of year2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$338,228
Contract administrator fees2018-12-31$14,349
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)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31BDO USA, LLP
Accountancy firm EIN2018-12-31135381590

Form 5500 Responses for HEALTH AND SAFETY INSTITUTE 401(K) PLAN

2022: HEALTH AND SAFETY INSTITUTE 401(K) 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 filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: HEALTH AND SAFETY INSTITUTE 401(K) 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 – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: HEALTH AND SAFETY INSTITUTE 401(K) 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 – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: HEALTH AND SAFETY INSTITUTE 401(K) 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 – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: HEALTH AND SAFETY INSTITUTE 401(K) 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 – TrustYes
2018-01-01Plan benefit arrangement - TrustYes

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