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CHARLES G. HARDY, INC. PROFIT SHARING PLAN 401k Plan overview

Plan NameCHARLES G. HARDY, INC. PROFIT SHARING PLAN
Plan identification number 001

CHARLES G. HARDY, INC. PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing

401k Sponsoring company profile

CHARLES G. HARDY, INC. has sponsored the creation of one or more 401k plans.

Company Name:CHARLES G. HARDY, INC.
Employer identification number (EIN):951777710
NAIC Classification:423300

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CHARLES G. HARDY, INC. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012018-01-01JOSEPH BARLOON2019-07-26
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01JOSEPH BARLOON
0012013-01-01JOSEPH BARLOON
0012012-01-01JOSEPH BARLOON
0012011-01-01JOSEPH BARLOON
0012010-01-01JOSEPH J. BARLOON
0012009-01-01JOSEPH BARLOON

Plan Statistics for CHARLES G. HARDY, INC. PROFIT SHARING PLAN

401k plan membership statisitcs for CHARLES G. HARDY, INC. PROFIT SHARING PLAN

Measure Date Value
2018: CHARLES G. HARDY, INC. PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0121
Total number of active participants reported on line 7a of the Form 55002018-01-010
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-010
Number of participants with account balances2018-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: CHARLES G. HARDY, INC. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0124
Total number of active participants reported on line 7a of the Form 55002017-01-0121
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-0121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0121
Number of participants with account balances2017-01-0121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-011
2016: CHARLES G. HARDY, INC. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0125
Total number of active participants reported on line 7a of the Form 55002016-01-0122
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-0122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-0123
Number of participants with account balances2016-01-0123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: CHARLES G. HARDY, INC. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0129
Total number of active participants reported on line 7a of the Form 55002015-01-0123
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 participants2015-01-0123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0123
Number of participants with account balances2015-01-0123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: CHARLES G. HARDY, INC. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0131
Total number of active participants reported on line 7a of the Form 55002014-01-0121
Number of retired or separated participants receiving benefits2014-01-014
Number of other retired or separated participants entitled to future benefits2014-01-011
Total of all active and inactive participants2014-01-0126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0126
Number of participants with account balances2014-01-0126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-011
2013: CHARLES G. HARDY, INC. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0138
Total number of active participants reported on line 7a of the Form 55002013-01-0122
Number of retired or separated participants receiving benefits2013-01-011
Number of other retired or separated participants entitled to future benefits2013-01-016
Total of all active and inactive participants2013-01-0129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0129
Number of participants with account balances2013-01-0129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: CHARLES G. HARDY, INC. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0138
Total number of active participants reported on line 7a of the Form 55002012-01-0128
Number of retired or separated participants receiving benefits2012-01-011
Number of other retired or separated participants entitled to future benefits2012-01-013
Total of all active and inactive participants2012-01-0132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0132
Number of participants with account balances2012-01-0132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-011
2011: CHARLES G. HARDY, INC. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0128
Total number of active participants reported on line 7a of the Form 55002011-01-0128
Number of retired or separated participants receiving benefits2011-01-012
Number of other retired or separated participants entitled to future benefits2011-01-016
Total of all active and inactive participants2011-01-0136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0136
Number of participants with account balances2011-01-0136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-012
2010: CHARLES G. HARDY, INC. PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0138
Total number of active participants reported on line 7a of the Form 55002010-01-0118
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-018
Total of all active and inactive participants2010-01-0126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-0126
Number of participants with account balances2010-01-0126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-011
2009: CHARLES G. HARDY, INC. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0138
Total number of active participants reported on line 7a of the Form 55002009-01-0131
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-014
Total of all active and inactive participants2009-01-0135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0135
Number of participants with account balances2009-01-0135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-011

Financial Data on CHARLES G. HARDY, INC. PROFIT SHARING PLAN

Measure Date Value
2018 : CHARLES G. HARDY, INC. PROFIT SHARING PLAN 2018 401k financial data
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$448,934
Expenses. Total of all expenses incurred2018-12-31$6,752,146
Benefits paid (including direct rollovers)2018-12-31$6,725,897
Total plan assets at end of year2018-12-31$0
Total plan assets at beginning of year2018-12-31$6,303,212
Value of fidelity bond covering the plan2018-12-31$500,000
Expenses. Other expenses not covered elsewhere2018-12-31$1,717
Other income received2018-12-31$348,334
Net income (gross income less expenses)2018-12-31$-6,303,212
Net plan assets at end of year (total assets less liabilities)2018-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$6,303,212
Assets. Value of participant loans2018-12-31$0
Total contributions received or receivable from employer(s)2018-12-31$100,600
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$24,532
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : CHARLES G. HARDY, INC. PROFIT SHARING PLAN 2017 401k financial data
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$4,780
Total income from all sources2017-12-31$1,132,392
Expenses. Total of all expenses incurred2017-12-31$375,372
Benefits paid (including direct rollovers)2017-12-31$341,036
Total plan assets at end of year2017-12-31$6,303,212
Total plan assets at beginning of year2017-12-31$5,550,972
Value of fidelity bond covering the plan2017-12-31$500,000
Expenses. Other expenses not covered elsewhere2017-12-31$34,336
Other income received2017-12-31$931,392
Net income (gross income less expenses)2017-12-31$757,020
Net plan assets at end of year (total assets less liabilities)2017-12-31$6,303,212
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$5,546,192
Assets. Value of participant loans2017-12-31$61,560
Total contributions received or receivable from employer(s)2017-12-31$201,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : CHARLES G. HARDY, INC. PROFIT SHARING PLAN 2016 401k financial data
Total plan liabilities at end of year2016-12-31$4,780
Total plan liabilities at beginning of year2016-12-31$64,264
Total income from all sources2016-12-31$616,628
Expenses. Total of all expenses incurred2016-12-31$222,316
Benefits paid (including direct rollovers)2016-12-31$191,894
Total plan assets at end of year2016-12-31$5,550,972
Total plan assets at beginning of year2016-12-31$5,216,144
Value of fidelity bond covering the plan2016-12-31$500,000
Expenses. Other expenses not covered elsewhere2016-12-31$30,422
Other income received2016-12-31$466,628
Net income (gross income less expenses)2016-12-31$394,312
Net plan assets at end of year (total assets less liabilities)2016-12-31$5,546,192
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$5,151,880
Assets. Value of participant loans2016-12-31$45,600
Total contributions received or receivable from employer(s)2016-12-31$150,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : CHARLES G. HARDY, INC. PROFIT SHARING PLAN 2015 401k financial data
Total plan liabilities at end of year2015-12-31$64,264
Total income from all sources2015-12-31$182,269
Expenses. Total of all expenses incurred2015-12-31$1,346,216
Benefits paid (including direct rollovers)2015-12-31$1,306,474
Total plan assets at end of year2015-12-31$5,216,144
Total plan assets at beginning of year2015-12-31$6,315,827
Value of fidelity bond covering the plan2015-12-31$1,000,000
Expenses. Other expenses not covered elsewhere2015-12-31$39,742
Other income received2015-12-31$106,269
Net income (gross income less expenses)2015-12-31$-1,163,947
Net plan assets at end of year (total assets less liabilities)2015-12-31$5,151,880
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$6,315,827
Assets. Value of participant loans2015-12-31$88,982
Total contributions received or receivable from employer(s)2015-12-31$76,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : CHARLES G. HARDY, INC. PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-12-31$709,872
Expenses. Total of all expenses incurred2014-12-31$745,277
Benefits paid (including direct rollovers)2014-12-31$691,969
Total plan assets at end of year2014-12-31$6,315,827
Total plan assets at beginning of year2014-12-31$6,351,232
Value of fidelity bond covering the plan2014-12-31$1,000,000
Expenses. Other expenses not covered elsewhere2014-12-31$4,764
Other income received2014-12-31$609,272
Net income (gross income less expenses)2014-12-31$-35,405
Net plan assets at end of year (total assets less liabilities)2014-12-31$6,315,827
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$6,351,232
Assets. Value of participant loans2014-12-31$75,354
Total contributions received or receivable from employer(s)2014-12-31$100,600
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$48,544
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : CHARLES G. HARDY, INC. PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$1,090,897
Expenses. Total of all expenses incurred2013-12-31$423,363
Benefits paid (including direct rollovers)2013-12-31$375,722
Total plan assets at end of year2013-12-31$6,351,232
Total plan assets at beginning of year2013-12-31$5,683,698
Value of fidelity bond covering the plan2013-12-31$500,000
Expenses. Other expenses not covered elsewhere2013-12-31$42,157
Other income received2013-12-31$880,297
Net income (gross income less expenses)2013-12-31$667,534
Net plan assets at end of year (total assets less liabilities)2013-12-31$6,351,232
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$5,683,698
Assets. Value of participant loans2013-12-31$90,280
Total contributions received or receivable from employer(s)2013-12-31$210,600
Value of certain deemed distributions of participant loans2013-12-31$5,484
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : CHARLES G. HARDY, INC. PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$975,597
Expenses. Total of all expenses incurred2012-12-31$611,907
Benefits paid (including direct rollovers)2012-12-31$570,943
Total plan assets at end of year2012-12-31$5,683,698
Total plan assets at beginning of year2012-12-31$5,320,008
Value of fidelity bond covering the plan2012-12-31$500,000
Expenses. Other expenses not covered elsewhere2012-12-31$4,073
Other income received2012-12-31$774,997
Net income (gross income less expenses)2012-12-31$363,690
Net plan assets at end of year (total assets less liabilities)2012-12-31$5,683,698
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$5,320,008
Assets. Value of participant loans2012-12-31$107,107
Total contributions received or receivable from employer(s)2012-12-31$200,600
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$36,891
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : CHARLES G. HARDY, INC. PROFIT SHARING PLAN 2011 401k financial data
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$174,921
Expenses. Total of all expenses incurred2011-12-31$194,910
Benefits paid (including direct rollovers)2011-12-31$154,409
Total plan assets at end of year2011-12-31$5,320,008
Total plan assets at beginning of year2011-12-31$5,339,997
Value of fidelity bond covering the plan2011-12-31$500,000
Expenses. Other expenses not covered elsewhere2011-12-31$4,508
Other income received2011-12-31$-100,679
Net income (gross income less expenses)2011-12-31$-19,989
Net plan assets at end of year (total assets less liabilities)2011-12-31$5,320,008
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$5,339,997
Assets. Value of participant loans2011-12-31$121,831
Total contributions received or receivable from employer(s)2011-12-31$275,600
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$35,993
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : CHARLES G. HARDY, INC. 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$803,047
Expenses. Total of all expenses incurred2010-12-31$58,987
Benefits paid (including direct rollovers)2010-12-31$23,980
Total plan assets at end of year2010-12-31$5,339,997
Total plan assets at beginning of year2010-12-31$4,595,937
Value of fidelity bond covering the plan2010-12-31$500,000
Expenses. Other expenses not covered elsewhere2010-12-31$3,528
Other income received2010-12-31$517,647
Net income (gross income less expenses)2010-12-31$744,060
Net plan assets at end of year (total assets less liabilities)2010-12-31$5,339,997
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$4,595,937
Assets. Value of participant loans2010-12-31$81,263
Total contributions received or receivable from employer(s)2010-12-31$285,400
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$31,479
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : CHARLES G. HARDY, INC. PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for CHARLES G. HARDY, INC. PROFIT SHARING PLAN

2018: CHARLES G. HARDY, INC. PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingYes
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
2017: CHARLES G. HARDY, INC. PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: CHARLES G. HARDY, INC. PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: CHARLES G. HARDY, INC. 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: CHARLES G. HARDY, INC. 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: CHARLES G. HARDY, INC. 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: CHARLES G. HARDY, INC. 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: CHARLES G. HARDY, INC. 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
2010: CHARLES G. HARDY, INC. PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: CHARLES G. HARDY, INC. PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
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 – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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