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HAMPTON RIDGE FINANCIAL LLC SAFE HARBOR 401(K) 401k Plan overview

Plan NameHAMPTON RIDGE FINANCIAL LLC SAFE HARBOR 401(K)
Plan identification number 001

HAMPTON RIDGE FINANCIAL LLC SAFE HARBOR 401(K) 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

HAMPTON RIDGE FINANCIAL LLC has sponsored the creation of one or more 401k plans.

Company Name:HAMPTON RIDGE FINANCIAL LLC
Employer identification number (EIN):142007698
NAIC Classification:532400
NAIC Description: Commercial and Industrial Machinery and Equipment Rental and Leasing

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HAMPTON RIDGE FINANCIAL LLC SAFE HARBOR 401(K)

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01NATHAN BOURNE2024-07-22 NATHAN BOURNE2024-07-22
0012022-01-01NATHAN BOURNE2023-07-24 NATHAN BOURNE2023-07-24
0012021-01-01CARLTON LNACE2022-07-26 CARLTON LNACE2022-07-26
0012020-01-01NATHAN BOURNE2021-07-14 NATHAN BOURNE2021-07-14
0012019-01-01NATHAN BOURNE2020-10-12 NATHAN BOURNE2020-10-12
0012018-01-01NATHAN BOURNE2019-07-19 NATHAN BOURNE2019-07-19
0012017-01-01NATHAN BOURNE2018-07-30
0012016-01-01NATHAN BOURNE2017-07-31
0012015-01-01NATHAN BOURNE2016-07-28
0012014-01-01NATHAN BOURNE2015-07-27
0012013-01-01NATHAN BOURNE2014-07-29
0012012-01-01CARLTON LANCE2013-10-14 CARLTON LANCE2013-10-14

Financial Data on HAMPTON RIDGE FINANCIAL LLC SAFE HARBOR 401(K)

Measure Date Value
2025 : HAMPTON RIDGE FINANCIAL LLC SAFE HARBOR 401(K) 2025 401k financial data
Total liabilities as of the beginning of the plan year2025-01-16939
Total expenses incurred by plan in this plan year2025-01-163523
Net assets as of the end of the plan year2025-01-162449444
Total assets as of the beginning of the plan year2025-01-161957156
Value of plan covered by a fidelity bond2025-01-16125000
Participant contributions to plan in this plan year2025-01-16116204
Value of participant loans at end of plan year2025-01-1648316
Other expenses paid from plan in this plan year2025-01-160
Other income to plan in this plan year2025-01-16320597
Plan net income in this plan year2025-01-16493227
Net assets as of the end of the plan year2025-01-162449444
Net assets as of the beginning of the plan year2025-01-161956217
Employer contributions to plan in this plan year2025-01-1659949
Expensese paid to adminstrative service provicers from plan in this plan year2025-01-16185
2024 : HAMPTON RIDGE FINANCIAL LLC SAFE HARBOR 401(K) 2024 401k financial data
Total liabilities as of the end of the plan year2024-07-22939
Total liabilities as of the beginning of the plan year2024-07-222043
Total expenses incurred by plan in this plan year2024-07-221095
Net assets as of the end of the plan year2024-07-221957156
Total assets as of the beginning of the plan year2024-07-221482379
Value of plan covered by a fidelity bond2024-07-22125000
Participant contributions to plan in this plan year2024-07-22117145
Other expenses paid from plan in this plan year2024-07-220
Other income to plan in this plan year2024-07-22303480
Plan net income in this plan year2024-07-22475881
Net assets as of the end of the plan year2024-07-221956217
Net assets as of the beginning of the plan year2024-07-221480336
Employer contributions to plan in this plan year2024-07-2256351
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-220
2022 : HAMPTON RIDGE FINANCIAL LLC SAFE HARBOR 401(K) 2022 401k financial data
Total expenses incurred by plan in this plan year2022-07-260
Net assets as of the end of the plan year2022-07-261615198
Total assets as of the beginning of the plan year2022-07-261250990
Value of plan covered by a fidelity bond2022-07-26125000
Participant contributions to plan in this plan year2022-07-26107141
Other expenses paid from plan in this plan year2022-07-260
Other income to plan in this plan year2022-07-26214547
Plan net income in this plan year2022-07-26364208
Net assets as of the end of the plan year2022-07-261615198
Net assets as of the beginning of the plan year2022-07-261250990
Employer contributions to plan in this plan year2022-07-2642520
Expensese paid to adminstrative service provicers from plan in this plan year2022-07-260

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