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Plan Name | HCR EMPLOYEE STOCK OWNERSHIP PLAN |
Plan identification number | 002 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | L WOERNER INC |
Employer identification number (EIN): | 161108008 |
NAIC Classification: | 621610 |
NAIC Description: | Home Health Care Services |
Additional information about L WOERNER INC
Jurisdiction of Incorporation: | New York Department of State |
Incorporation Date: | 1978-05-23 |
Company Identification Number: | 490554 |
Legal Registered Office Address: |
85 METRO PARK Monroe ROCHESTER United States of America (USA) 14623 |
More information about L WOERNER INC
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
002 | 2022-01-01 | ||||
002 | 2021-01-01 | ||||
002 | 2020-01-01 | ||||
002 | 2019-01-01 | ||||
002 | 2018-01-01 | ||||
002 | 2017-01-01 | LOUISE WOERNER | |||
002 | 2016-01-01 | LOUISE WOERNER | |||
002 | 2015-01-01 | LOUISE WOERNER | |||
002 | 2014-01-01 | LOUISE WOERNER | |||
002 | 2013-01-01 | LOUISE WOERNER | |||
002 | 2012-01-01 | MARK MAXIM | |||
002 | 2009-01-01 | MARK MAXIM | MARK MAXIM | 2010-10-04 |
Measure | Date | Value |
---|---|---|
2022: HCR EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 1,198 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 442 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 207 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 479 |
Total of all active and inactive participants | 2022-01-01 | 1,128 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 1 |
Total participants | 2022-01-01 | 1,129 |
Number of participants with account balances | 2022-01-01 | 1,120 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 12 |
2021: HCR EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 1,250 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 445 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 242 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 469 |
Total of all active and inactive participants | 2021-01-01 | 1,156 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 2 |
Total participants | 2021-01-01 | 1,158 |
Number of participants with account balances | 2021-01-01 | 1,147 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 26 |
2020: HCR EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 1,212 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 516 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 267 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 411 |
Total of all active and inactive participants | 2020-01-01 | 1,194 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 3 |
Total participants | 2020-01-01 | 1,197 |
Number of participants with account balances | 2020-01-01 | 1,188 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 15 |
2019: HCR EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 1,183 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 531 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 252 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 381 |
Total of all active and inactive participants | 2019-01-01 | 1,164 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 2 |
Total participants | 2019-01-01 | 1,166 |
Number of participants with account balances | 2019-01-01 | 1,153 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 15 |
2018: HCR EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 1,133 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 502 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 208 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 406 |
Total of all active and inactive participants | 2018-01-01 | 1,116 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 1 |
Total participants | 2018-01-01 | 1,117 |
Number of participants with account balances | 2018-01-01 | 1,107 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 16 |
2017: HCR EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 1,071 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 478 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 156 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 442 |
Total of all active and inactive participants | 2017-01-01 | 1,076 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 2 |
Total participants | 2017-01-01 | 1,078 |
Number of participants with account balances | 2017-01-01 | 1,073 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 18 |
2016: HCR EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 1,027 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 467 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 92 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 468 |
Total of all active and inactive participants | 2016-01-01 | 1,027 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 1 |
Total participants | 2016-01-01 | 1,028 |
Number of participants with account balances | 2016-01-01 | 1,020 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 11 |
2015: HCR EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 970 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 449 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 66 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 443 |
Total of all active and inactive participants | 2015-01-01 | 958 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 3 |
Total participants | 2015-01-01 | 961 |
Number of participants with account balances | 2015-01-01 | 958 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 16 |
2014: HCR EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 876 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 451 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 35 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 422 |
Total of all active and inactive participants | 2014-01-01 | 908 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 2 |
Total participants | 2014-01-01 | 910 |
Number of participants with account balances | 2014-01-01 | 905 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 13 |
2013: HCR EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 857 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 442 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 13 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 393 |
Total of all active and inactive participants | 2013-01-01 | 848 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 1 |
Total participants | 2013-01-01 | 849 |
Number of participants with account balances | 2013-01-01 | 842 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 27 |
2012: HCR EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 796 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 481 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 5 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 313 |
Total of all active and inactive participants | 2012-01-01 | 799 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 1 |
Total participants | 2012-01-01 | 800 |
Number of participants with account balances | 2012-01-01 | 786 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 22 |
2009: HCR EMPLOYEE STOCK OWNERSHIP PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 430 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 457 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 61 |
Total of all active and inactive participants | 2009-01-01 | 518 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 518 |
Number of participants with account balances | 2009-01-01 | 515 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 5 |
Measure | Date | Value |
---|---|---|
2022 : HCR EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2022-12-31 | $-1,062,297 |
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $-1,062,297 |
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 | $-962,297 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $1,349,491 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $1,333,288 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $100,000 |
Value of total assets at end of year | 2022-12-31 | $10,076,842 |
Value of total assets at beginning of year | 2022-12-31 | $12,388,630 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $16,203 |
Total interest from all sources | 2022-12-31 | $0 |
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 |
Administrative expenses professional fees incurred | 2022-12-31 | $16,203 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $1,500,000 |
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 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2022-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2022-12-31 | $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 | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-2,311,788 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $10,076,842 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $12,388,630 |
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 bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-12-31 | $2,731 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-12-31 | $2,736 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-12-31 | $2,736 |
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 |
Assets. Invements in employer securities at end of year | 2022-12-31 | $10,074,111 |
Assets. Invements in employer securities at beginning of year | 2022-12-31 | $12,385,894 |
Contributions received in cash from employer | 2022-12-31 | $100,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $1,333,288 |
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 | DOPKINS & COMPANY, LLP |
Accountancy firm EIN | 2022-12-31 | 160929175 |
2021 : HCR EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2021-12-31 | $39,383 |
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $39,383 |
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 | $239,384 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $1,599,260 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $1,583,475 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $200,000 |
Value of total assets at end of year | 2021-12-31 | $12,388,630 |
Value of total assets at beginning of year | 2021-12-31 | $13,748,506 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $15,785 |
Total interest from all sources | 2021-12-31 | $1 |
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 |
Administrative expenses professional fees incurred | 2021-12-31 | $15,633 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $1,500,000 |
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 | $1,399,105 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2021-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2021-12-31 | $0 |
Administrative expenses (other) incurred | 2021-12-31 | $152 |
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 | $-1,359,876 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $12,388,630 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $13,748,506 |
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 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-12-31 | $2,736 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-12-31 | $2,890 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-12-31 | $2,890 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2021-12-31 | $1 |
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 |
Assets. Invements in employer securities at end of year | 2021-12-31 | $12,385,894 |
Assets. Invements in employer securities at beginning of year | 2021-12-31 | $13,745,616 |
Contributions received in cash from employer | 2021-12-31 | $200,000 |
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 | $1,583,475 |
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 | DOPKINS & COMPANY, LLP |
Accountancy firm EIN | 2021-12-31 | 160929175 |
2020 : HCR EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2020-12-31 | $87,691 |
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $87,691 |
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 | $287,692 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $1,696,765 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $1,681,961 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $200,000 |
Value of total assets at end of year | 2020-12-31 | $13,748,506 |
Value of total assets at beginning of year | 2020-12-31 | $15,157,579 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $14,804 |
Total interest from all sources | 2020-12-31 | $1 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Administrative expenses professional fees incurred | 2020-12-31 | $14,804 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $1,500,000 |
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 | $1,481,959 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2020-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2020-12-31 | $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 | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $-1,409,073 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $13,748,506 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $15,157,579 |
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 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-12-31 | $2,890 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-12-31 | $3,032 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-12-31 | $3,032 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-12-31 | $1 |
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 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Assets. Invements in employer securities at end of year | 2020-12-31 | $13,745,616 |
Assets. Invements in employer securities at beginning of year | 2020-12-31 | $15,154,547 |
Contributions received in cash from employer | 2020-12-31 | $200,000 |
Employer contributions (assets) at end of year | 2020-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $1,681,961 |
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 | DOPKINS & COMPANY, LLP |
Accountancy firm EIN | 2020-12-31 | 160929175 |
2019 : HCR EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2019-12-31 | $973,005 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2019-12-31 | $973,005 |
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $973,005 |
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $973,005 |
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 | $58,003 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $58,003 |
Total income from all sources (including contributions) | 2019-12-31 | $1,035,007 |
Total income from all sources (including contributions) | 2019-12-31 | $1,035,007 |
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 | $1,675,822 |
Total of all expenses incurred | 2019-12-31 | $1,675,822 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $1,661,116 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $1,661,116 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $62,000 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $62,000 |
Value of total assets at end of year | 2019-12-31 | $15,157,579 |
Value of total assets at end of year | 2019-12-31 | $15,157,579 |
Value of total assets at beginning of year | 2019-12-31 | $15,856,397 |
Value of total assets at beginning of year | 2019-12-31 | $15,856,397 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $14,706 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $14,706 |
Total interest from all sources | 2019-12-31 | $2 |
Total interest from all sources | 2019-12-31 | $2 |
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 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Administrative expenses professional fees incurred | 2019-12-31 | $14,706 |
Administrative expenses professional fees incurred | 2019-12-31 | $14,706 |
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 | $1,500,000 |
Value of fidelity bond cover | 2019-12-31 | $1,500,000 |
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 | $1,599,113 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2019-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2019-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2019-12-31 | $58,003 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2019-12-31 | $58,003 |
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 | $-640,815 |
Value of net income/loss | 2019-12-31 | $-640,815 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $15,157,579 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $15,157,579 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $15,798,394 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $15,798,394 |
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 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $3,032 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $3,032 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $3,042 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $3,042 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $3,042 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $3,042 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $2 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $2 |
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 |
Assets. Invements in employer securities at end of year | 2019-12-31 | $15,154,547 |
Assets. Invements in employer securities at end of year | 2019-12-31 | $15,154,547 |
Assets. Invements in employer securities at beginning of year | 2019-12-31 | $15,795,355 |
Assets. Invements in employer securities at beginning of year | 2019-12-31 | $15,795,355 |
Contributions received in cash from employer | 2019-12-31 | $62,000 |
Contributions received in cash from employer | 2019-12-31 | $62,000 |
Employer contributions (assets) at end of year | 2019-12-31 | $0 |
Employer contributions (assets) at end of year | 2019-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $58,000 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $58,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $1,661,116 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $1,661,116 |
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 | DOPKINS & COMPANY, LLP |
Accountancy firm name | 2019-12-31 | DOPKINS & COMPANY, LLP |
Accountancy firm EIN | 2019-12-31 | 160929175 |
Accountancy firm EIN | 2019-12-31 | 160929175 |
2018 : HCR EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2018-12-31 | $1,300,475 |
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $1,300,475 |
Total transfer of assets from this plan | 2018-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $58,000 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $58,004 |
Total income from all sources (including contributions) | 2018-12-31 | $1,358,476 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $1,285,291 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $1,285,285 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $58,000 |
Value of total assets at end of year | 2018-12-31 | $15,856,394 |
Value of total assets at beginning of year | 2018-12-31 | $15,783,213 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $6 |
Total interest from all sources | 2018-12-31 | $1 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Administrative expenses professional fees incurred | 2018-12-31 | $6 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $1,500,000 |
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 | $1,227,282 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2018-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2018-12-31 | $58,000 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2018-12-31 | $58,004 |
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 | $73,185 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $15,798,394 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $15,725,209 |
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 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-12-31 | $3,039 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-12-31 | $3,050 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-12-31 | $3,050 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2018-12-31 | $1 |
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 |
Assets. Invements in employer securities at end of year | 2018-12-31 | $15,795,355 |
Assets. Invements in employer securities at beginning of year | 2018-12-31 | $15,722,163 |
Contributions received in cash from employer | 2018-12-31 | $58,000 |
Employer contributions (assets) at end of year | 2018-12-31 | $58,000 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $58,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $1,285,285 |
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 | DOPKINS & COMPANY, LLP |
Accountancy firm EIN | 2018-12-31 | 160929175 |
2017 : HCR EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2017-12-31 | $1,028,553 |
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $1,028,553 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $58,004 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $49,994 |
Total income from all sources (including contributions) | 2017-12-31 | $1,086,554 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $916,017 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $916,011 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $58,000 |
Value of total assets at end of year | 2017-12-31 | $15,783,213 |
Value of total assets at beginning of year | 2017-12-31 | $15,604,666 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $6 |
Total interest from all sources | 2017-12-31 | $1 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Administrative expenses professional fees incurred | 2017-12-31 | $6 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $1,500,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $858,006 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2017-12-31 | $58,004 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2017-12-31 | $49,994 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $170,537 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $15,725,209 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $15,554,672 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-12-31 | $3,050 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-12-31 | $3,049 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-12-31 | $3,049 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2017-12-31 | $1 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Assets. Invements in employer securities at end of year | 2017-12-31 | $15,722,163 |
Assets. Invements in employer securities at beginning of year | 2017-12-31 | $15,551,617 |
Contributions received in cash from employer | 2017-12-31 | $58,000 |
Employer contributions (assets) at end of year | 2017-12-31 | $58,000 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $50,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $916,011 |
Did the plan have assets held for investment | 2017-12-31 | 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 | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Unqualified |
Accountancy firm name | 2017-12-31 | DOPKINS & COMPANY, LLP |
Accountancy firm EIN | 2017-12-31 | 160929175 |
2016 : HCR EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2016-12-31 | $-77,758 |
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $-77,758 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total income from all sources (including contributions) | 2016-12-31 | $-27,756 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $733,831 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $733,828 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $50,000 |
Value of total assets at end of year | 2016-12-31 | $15,554,672 |
Value of total assets at beginning of year | 2016-12-31 | $16,316,259 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $3 |
Total interest from all sources | 2016-12-31 | $2 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Administrative expenses professional fees incurred | 2016-12-31 | $3 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $1,500,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $683,834 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2016-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2016-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2016-12-31 | $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 | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $-761,587 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $15,554,672 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $16,316,259 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-12-31 | $3,055 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-12-31 | $3,051 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-12-31 | $3,051 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2016-12-31 | $2 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Assets. Invements in employer securities at end of year | 2016-12-31 | $15,551,617 |
Assets. Invements in employer securities at beginning of year | 2016-12-31 | $16,313,208 |
Contributions received in cash from employer | 2016-12-31 | $50,000 |
Employer contributions (assets) at end of year | 2016-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $733,828 |
Did the plan have assets held for investment | 2016-12-31 | 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 | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Unqualified |
Accountancy firm name | 2016-12-31 | DOPKINS & COMPANY, LLP |
Accountancy firm EIN | 2016-12-31 | 160929175 |
2015 : HCR EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2015-12-31 | $1,266,100 |
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $1,266,100 |
Total transfer of assets from this plan | 2015-12-31 | $113,375 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $410,021 |
Expenses. Interest paid | 2015-12-31 | $15,475 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2015-12-31 | $15,475 |
Total income from all sources (including contributions) | 2015-12-31 | $1,266,101 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $490,690 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $475,183 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $0 |
Value of total assets at end of year | 2015-12-31 | $16,316,259 |
Value of total assets at beginning of year | 2015-12-31 | $16,064,244 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $32 |
Total interest from all sources | 2015-12-31 | $1 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Administrative expenses professional fees incurred | 2015-12-31 | $32 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $1,500,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $587,847 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | Yes |
Amount of non-exempt transactions with any party-in-interest | 2015-12-31 | $3,792 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2015-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2015-12-31 | $3,792 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $775,411 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $16,316,259 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $15,654,223 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-12-31 | $3,051 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-12-31 | $0 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2015-12-31 | $1 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Assets. Invements in employer securities at end of year | 2015-12-31 | $16,313,208 |
Assets. Invements in employer securities at beginning of year | 2015-12-31 | $15,634,955 |
Employer contributions (assets) at end of year | 2015-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $425,497 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $475,183 |
Did the plan have assets held for investment | 2015-12-31 | 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 | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Liabilities. Value of acquisition indebtedness at end of year | 2015-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2015-12-31 | $410,021 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Unqualified |
Accountancy firm name | 2015-12-31 | DOPKINS & COMPANY, LLP |
Accountancy firm EIN | 2015-12-31 | 160929175 |
2014 : HCR EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2014-12-31 | $-1,568,555 |
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $-1,568,555 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $410,021 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $1,381,131 |
Expenses. Interest paid | 2014-12-31 | $27,781 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2014-12-31 | $27,781 |
Total income from all sources (including contributions) | 2014-12-31 | $-1,141,547 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $672,289 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $643,966 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $427,006 |
Value of total assets at end of year | 2014-12-31 | $16,064,244 |
Value of total assets at beginning of year | 2014-12-31 | $18,849,190 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $542 |
Total interest from all sources | 2014-12-31 | $2 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Administrative expenses professional fees incurred | 2014-12-31 | $542 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $1,500,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $642,457 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | Yes |
Amount of non-exempt transactions with any party-in-interest | 2014-12-31 | $3,792 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2014-12-31 | $3,792 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-12-31 | $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 | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $-1,813,836 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $15,654,223 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $17,468,059 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-12-31 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-12-31 | $4,332 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-12-31 | $4,332 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2014-12-31 | $2 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Assets. Invements in employer securities at end of year | 2014-12-31 | $15,634,955 |
Assets. Invements in employer securities at beginning of year | 2014-12-31 | $17,845,971 |
Contributions received in cash from employer | 2014-12-31 | $427,006 |
Employer contributions (assets) at end of year | 2014-12-31 | $425,497 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $998,887 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $643,966 |
Did the plan have assets held for investment | 2014-12-31 | 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 | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Liabilities. Value of acquisition indebtedness at end of year | 2014-12-31 | $410,021 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2014-12-31 | $1,381,131 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Unqualified |
Accountancy firm name | 2014-12-31 | FREED MAXICK CPAS, P.C |
Accountancy firm EIN | 2014-12-31 | 454051133 |
2013 : HCR EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2013-12-31 | $366,722 |
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $366,722 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $1,381,131 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $2,299,118 |
Expenses. Interest paid | 2013-12-31 | $83,838 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2013-12-31 | $83,838 |
Total income from all sources (including contributions) | 2013-12-31 | $1,366,727 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $217,668 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $132,934 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $1,000,000 |
Value of total assets at end of year | 2013-12-31 | $18,849,190 |
Value of total assets at beginning of year | 2013-12-31 | $18,618,118 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $896 |
Total interest from all sources | 2013-12-31 | $5 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $131,821 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Administrative expenses (other) incurred | 2013-12-31 | $896 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $1,149,059 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $17,468,059 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $16,319,000 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-12-31 | $4,332 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $5,223 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $5,223 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2013-12-31 | $5 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Assets. Invements in employer securities at end of year | 2013-12-31 | $17,845,971 |
Assets. Invements in employer securities at beginning of year | 2013-12-31 | $17,611,070 |
Contributions received in cash from employer | 2013-12-31 | $1,000,000 |
Employer contributions (assets) at end of year | 2013-12-31 | $998,887 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $1,001,825 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $132,934 |
Did the plan have assets held for investment | 2013-12-31 | 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 | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Liabilities. Value of acquisition indebtedness at end of year | 2013-12-31 | $1,381,131 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2013-12-31 | $2,299,118 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Unqualified |
Accountancy firm name | 2013-12-31 | FREED MAXICK CPAS, P.C |
Accountancy firm EIN | 2013-12-31 | 454051133 |
2012 : HCR EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2012-12-31 | $317,531 |
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $317,531 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $2,299,118 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $3,159,171 |
Expenses. Interest paid | 2012-12-31 | $136,223 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2012-12-31 | $136,223 |
Total income from all sources (including contributions) | 2012-12-31 | $1,317,537 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $281,913 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $144,834 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $1,000,000 |
Value of total assets at end of year | 2012-12-31 | $18,618,118 |
Value of total assets at beginning of year | 2012-12-31 | $18,442,547 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $856 |
Total interest from all sources | 2012-12-31 | $6 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $142,482 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Administrative expenses (other) incurred | 2012-12-31 | $856 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $1,035,624 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $16,319,000 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $15,283,376 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-12-31 | $5,223 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $6,072 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $6,072 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2012-12-31 | $6 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Assets. Invements in employer securities at end of year | 2012-12-31 | $17,611,070 |
Assets. Invements in employer securities at beginning of year | 2012-12-31 | $17,436,021 |
Contributions received in cash from employer | 2012-12-31 | $1,000,000 |
Employer contributions (assets) at end of year | 2012-12-31 | $1,001,825 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $1,000,454 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $144,834 |
Did the plan have assets held for investment | 2012-12-31 | 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 | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Liabilities. Value of acquisition indebtedness at end of year | 2012-12-31 | $2,299,118 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2012-12-31 | $3,159,171 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Unqualified |
Accountancy firm name | 2012-12-31 | FREED MAXICK CPAS, P.C |
Accountancy firm EIN | 2012-12-31 | 454051133 |
2009 : HCR EMPLOYEE STOCK OWNERSHIP PLAN 2009 401k financial data | ||
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $71,821 |
2022: HCR EMPLOYEE STOCK OWNERSHIP 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: HCR EMPLOYEE STOCK OWNERSHIP 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: HCR EMPLOYEE STOCK OWNERSHIP 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: HCR EMPLOYEE STOCK OWNERSHIP 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: HCR EMPLOYEE STOCK OWNERSHIP 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 |
2017: HCR EMPLOYEE STOCK OWNERSHIP PLAN 2017 form 5500 responses | ||
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: HCR EMPLOYEE STOCK OWNERSHIP PLAN 2016 form 5500 responses | ||
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: HCR EMPLOYEE STOCK OWNERSHIP PLAN 2015 form 5500 responses | ||
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: HCR EMPLOYEE STOCK OWNERSHIP PLAN 2014 form 5500 responses | ||
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: HCR EMPLOYEE STOCK OWNERSHIP PLAN 2013 form 5500 responses | ||
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: HCR EMPLOYEE STOCK OWNERSHIP PLAN 2012 form 5500 responses | ||
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2009: HCR EMPLOYEE STOCK OWNERSHIP PLAN 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |