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HCR EMPLOYEE STOCK OWNERSHIP PLAN 401k Plan overview

Plan NameHCR EMPLOYEE STOCK OWNERSHIP PLAN
Plan identification number 002

HCR EMPLOYEE STOCK OWNERSHIP PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Stock bonus
  • ESOP other than a leveraged ESOP - A completed Schedule E must be attached to a Form 5500 filed for an Employee Stock Ownership Plan (ESOP).
  • Leveraged ESOP - An ESOP that acquires employer securities with borrowed money or other debt-financing techniques. A completed Schedule E must be attached to a Form 5500 filed for an ESOP.
  • The employer maintaining this ESOP is an S Corporation
  • Plan requiring that all or part of employer contributions be invested and held, at least for a limited period, in employer securities.

401k Sponsoring company profile

L WOERNER INC has sponsored the creation of one or more 401k plans.

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HCR EMPLOYEE STOCK OWNERSHIP PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01LOUISE WOERNER
0022016-01-01LOUISE WOERNER
0022015-01-01LOUISE WOERNER
0022014-01-01LOUISE WOERNER
0022013-01-01LOUISE WOERNER
0022012-01-01MARK MAXIM
0022009-01-01MARK MAXIM MARK MAXIM2010-10-04

Plan Statistics for HCR EMPLOYEE STOCK OWNERSHIP PLAN

401k plan membership statisitcs for HCR EMPLOYEE STOCK OWNERSHIP PLAN

Measure Date Value
2022: HCR EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011,198
Total number of active participants reported on line 7a of the Form 55002022-01-01442
Number of retired or separated participants receiving benefits2022-01-01207
Number of other retired or separated participants entitled to future benefits2022-01-01479
Total of all active and inactive participants2022-01-011,128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-011,129
Number of participants with account balances2022-01-011,120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0112
2021: HCR EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,250
Total number of active participants reported on line 7a of the Form 55002021-01-01445
Number of retired or separated participants receiving benefits2021-01-01242
Number of other retired or separated participants entitled to future benefits2021-01-01469
Total of all active and inactive participants2021-01-011,156
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-012
Total participants2021-01-011,158
Number of participants with account balances2021-01-011,147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0126
2020: HCR EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,212
Total number of active participants reported on line 7a of the Form 55002020-01-01516
Number of retired or separated participants receiving benefits2020-01-01267
Number of other retired or separated participants entitled to future benefits2020-01-01411
Total of all active and inactive participants2020-01-011,194
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-013
Total participants2020-01-011,197
Number of participants with account balances2020-01-011,188
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0115
2019: HCR EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,183
Total number of active participants reported on line 7a of the Form 55002019-01-01531
Number of retired or separated participants receiving benefits2019-01-01252
Number of other retired or separated participants entitled to future benefits2019-01-01381
Total of all active and inactive participants2019-01-011,164
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-012
Total participants2019-01-011,166
Number of participants with account balances2019-01-011,153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0115
2018: HCR EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,133
Total number of active participants reported on line 7a of the Form 55002018-01-01502
Number of retired or separated participants receiving benefits2018-01-01208
Number of other retired or separated participants entitled to future benefits2018-01-01406
Total of all active and inactive participants2018-01-011,116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-011,117
Number of participants with account balances2018-01-011,107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0116
2017: HCR EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,071
Total number of active participants reported on line 7a of the Form 55002017-01-01478
Number of retired or separated participants receiving benefits2017-01-01156
Number of other retired or separated participants entitled to future benefits2017-01-01442
Total of all active and inactive participants2017-01-011,076
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-012
Total participants2017-01-011,078
Number of participants with account balances2017-01-011,073
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0118
2016: HCR EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,027
Total number of active participants reported on line 7a of the Form 55002016-01-01467
Number of retired or separated participants receiving benefits2016-01-0192
Number of other retired or separated participants entitled to future benefits2016-01-01468
Total of all active and inactive participants2016-01-011,027
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-011,028
Number of participants with account balances2016-01-011,020
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0111
2015: HCR EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01970
Total number of active participants reported on line 7a of the Form 55002015-01-01449
Number of retired or separated participants receiving benefits2015-01-0166
Number of other retired or separated participants entitled to future benefits2015-01-01443
Total of all active and inactive participants2015-01-01958
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-013
Total participants2015-01-01961
Number of participants with account balances2015-01-01958
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0116
2014: HCR EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01876
Total number of active participants reported on line 7a of the Form 55002014-01-01451
Number of retired or separated participants receiving benefits2014-01-0135
Number of other retired or separated participants entitled to future benefits2014-01-01422
Total of all active and inactive participants2014-01-01908
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-012
Total participants2014-01-01910
Number of participants with account balances2014-01-01905
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0113
2013: HCR EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01857
Total number of active participants reported on line 7a of the Form 55002013-01-01442
Number of retired or separated participants receiving benefits2013-01-0113
Number of other retired or separated participants entitled to future benefits2013-01-01393
Total of all active and inactive participants2013-01-01848
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-01849
Number of participants with account balances2013-01-01842
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0127
2012: HCR EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01796
Total number of active participants reported on line 7a of the Form 55002012-01-01481
Number of retired or separated participants receiving benefits2012-01-015
Number of other retired or separated participants entitled to future benefits2012-01-01313
Total of all active and inactive participants2012-01-01799
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-01800
Number of participants with account balances2012-01-01786
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0122
2009: HCR EMPLOYEE STOCK OWNERSHIP PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01430
Total number of active participants reported on line 7a of the Form 55002009-01-01457
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0161
Total of all active and inactive participants2009-01-01518
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01518
Number of participants with account balances2009-01-01515
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-015

Financial Data on HCR EMPLOYEE STOCK OWNERSHIP PLAN

Measure Date Value
2022 : HCR EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-1,062,297
Total unrealized appreciation/depreciation of assets2022-12-31$-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 assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,349,491
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$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 year2022-12-31$10,076,842
Value of total assets at beginning of year2022-12-31$12,388,630
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$16,203
Total interest from all sources2022-12-31$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 year2022-12-31No
Administrative expenses professional fees incurred2022-12-31$16,203
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-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)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$2,731
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$2,736
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$2,736
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Assets. Invements in employer securities at end of year2022-12-31$10,074,111
Assets. Invements in employer securities at beginning of year2022-12-31$12,385,894
Contributions received in cash from employer2022-12-31$100,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,333,288
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31DOPKINS & COMPANY, LLP
Accountancy firm EIN2022-12-31160929175
2021 : HCR EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$39,383
Total unrealized appreciation/depreciation of assets2021-12-31$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 assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,599,260
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$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 year2021-12-31$12,388,630
Value of total assets at beginning of year2021-12-31$13,748,506
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$15,785
Total interest from all sources2021-12-31$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 year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$15,633
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$1,399,105
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$0
Administrative expenses (other) incurred2021-12-31$152
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-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)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$2,736
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$2,890
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$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 assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Assets. Invements in employer securities at end of year2021-12-31$12,385,894
Assets. Invements in employer securities at beginning of year2021-12-31$13,745,616
Contributions received in cash from employer2021-12-31$200,000
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,583,475
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31DOPKINS & COMPANY, LLP
Accountancy firm EIN2021-12-31160929175
2020 : HCR EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$87,691
Total unrealized appreciation/depreciation of assets2020-12-31$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 assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,696,765
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$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 year2020-12-31$13,748,506
Value of total assets at beginning of year2020-12-31$15,157,579
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$14,804
Total interest from all sources2020-12-31$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 year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$14,804
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$1,481,959
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$-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)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$2,890
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$3,032
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$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 assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Assets. Invements in employer securities at end of year2020-12-31$13,745,616
Assets. Invements in employer securities at beginning of year2020-12-31$15,154,547
Contributions received in cash from employer2020-12-31$200,000
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,681,961
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31DOPKINS & COMPANY, LLP
Accountancy firm EIN2020-12-31160929175
2019 : HCR EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$973,005
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$973,005
Total unrealized appreciation/depreciation of assets2019-12-31$973,005
Total unrealized appreciation/depreciation of assets2019-12-31$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 assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,675,822
Total of all expenses incurred2019-12-31$1,675,822
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,661,116
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$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 year2019-12-31$15,157,579
Value of total assets at end of year2019-12-31$15,157,579
Value of total assets at beginning of year2019-12-31$15,856,397
Value of total assets at beginning of year2019-12-31$15,856,397
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$14,706
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$14,706
Total interest from all sources2019-12-31$2
Total interest from all sources2019-12-31$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 year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$14,706
Administrative expenses professional fees incurred2019-12-31$14,706
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,500,000
Value of fidelity bond cover2019-12-31$1,500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$1,599,113
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$58,003
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$58,003
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$-640,815
Value of net income/loss2019-12-31$-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)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$3,032
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$3,032
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$3,042
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$3,042
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$3,042
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$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 assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Assets. Invements in employer securities at end of year2019-12-31$15,154,547
Assets. Invements in employer securities at end of year2019-12-31$15,154,547
Assets. Invements in employer securities at beginning of year2019-12-31$15,795,355
Assets. Invements in employer securities at beginning of year2019-12-31$15,795,355
Contributions received in cash from employer2019-12-31$62,000
Contributions received in cash from employer2019-12-31$62,000
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$58,000
Employer contributions (assets) at beginning of year2019-12-31$58,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,661,116
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,661,116
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31DOPKINS & COMPANY, LLP
Accountancy firm name2019-12-31DOPKINS & COMPANY, LLP
Accountancy firm EIN2019-12-31160929175
Accountancy firm EIN2019-12-31160929175
2018 : HCR EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$1,300,475
Total unrealized appreciation/depreciation of assets2018-12-31$1,300,475
Total transfer of assets from this plan2018-12-31$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 assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,285,291
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$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 year2018-12-31$15,856,394
Value of total assets at beginning of year2018-12-31$15,783,213
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$6
Total interest from all sources2018-12-31$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 year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$6
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$1,227,282
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$58,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$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 appraiser2018-12-31No
Value of net income/loss2018-12-31$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)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$3,039
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$3,050
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$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 assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Assets. Invements in employer securities at end of year2018-12-31$15,795,355
Assets. Invements in employer securities at beginning of year2018-12-31$15,722,163
Contributions received in cash from employer2018-12-31$58,000
Employer contributions (assets) at end of year2018-12-31$58,000
Employer contributions (assets) at beginning of year2018-12-31$58,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,285,285
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31DOPKINS & COMPANY, LLP
Accountancy firm EIN2018-12-31160929175
2017 : HCR EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$1,028,553
Total unrealized appreciation/depreciation of assets2017-12-31$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 assets2017-12-31$0
Total of all expenses incurred2017-12-31$916,017
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$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 year2017-12-31$15,783,213
Value of total assets at beginning of year2017-12-31$15,604,666
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$6
Total interest from all sources2017-12-31$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 year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$6
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$858,006
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$58,004
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$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 appraiser2017-12-31No
Value of net income/loss2017-12-31$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)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$3,050
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$3,049
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$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 assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Assets. Invements in employer securities at end of year2017-12-31$15,722,163
Assets. Invements in employer securities at beginning of year2017-12-31$15,551,617
Contributions received in cash from employer2017-12-31$58,000
Employer contributions (assets) at end of year2017-12-31$58,000
Employer contributions (assets) at beginning of year2017-12-31$50,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$916,011
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31DOPKINS & COMPANY, LLP
Accountancy firm EIN2017-12-31160929175
2016 : HCR EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$-77,758
Total unrealized appreciation/depreciation of assets2016-12-31$-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 assets2016-12-31$0
Total of all expenses incurred2016-12-31$733,831
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$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 year2016-12-31$15,554,672
Value of total assets at beginning of year2016-12-31$16,316,259
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$3
Total interest from all sources2016-12-31$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 year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$3
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$683,834
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-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)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$3,055
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$3,051
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$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 assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Assets. Invements in employer securities at end of year2016-12-31$15,551,617
Assets. Invements in employer securities at beginning of year2016-12-31$16,313,208
Contributions received in cash from employer2016-12-31$50,000
Employer contributions (assets) at end of year2016-12-31$0
Employer contributions (assets) at beginning of year2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$733,828
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31DOPKINS & COMPANY, LLP
Accountancy firm EIN2016-12-31160929175
2015 : HCR EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$1,266,100
Total unrealized appreciation/depreciation of assets2015-12-31$1,266,100
Total transfer of assets from this plan2015-12-31$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 paid2015-12-31$15,475
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022015-12-31$15,475
Total income from all sources (including contributions)2015-12-31$1,266,101
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$490,690
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$475,183
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$0
Value of total assets at end of year2015-12-31$16,316,259
Value of total assets at beginning of year2015-12-31$16,064,244
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$32
Total interest from all sources2015-12-31$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 year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$32
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$587,847
Were there any nonexempt tranactions with any party-in-interest2015-12-31Yes
Amount of non-exempt transactions with any party-in-interest2015-12-31$3,792
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$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 appraiser2015-12-31No
Value of net income/loss2015-12-31$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)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$3,051
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$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 assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Assets. Invements in employer securities at end of year2015-12-31$16,313,208
Assets. Invements in employer securities at beginning of year2015-12-31$15,634,955
Employer contributions (assets) at end of year2015-12-31$0
Employer contributions (assets) at beginning of year2015-12-31$425,497
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$475,183
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Liabilities. Value of acquisition indebtedness at end of year2015-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2015-12-31$410,021
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31DOPKINS & COMPANY, LLP
Accountancy firm EIN2015-12-31160929175
2014 : HCR EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$-1,568,555
Total unrealized appreciation/depreciation of assets2014-12-31$-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 paid2014-12-31$27,781
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022014-12-31$27,781
Total income from all sources (including contributions)2014-12-31$-1,141,547
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$672,289
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$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 year2014-12-31$16,064,244
Value of total assets at beginning of year2014-12-31$18,849,190
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$542
Total interest from all sources2014-12-31$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 year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$542
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$642,457
Were there any nonexempt tranactions with any party-in-interest2014-12-31Yes
Amount of non-exempt transactions with any party-in-interest2014-12-31$3,792
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$3,792
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-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)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$4,332
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$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 assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Assets. Invements in employer securities at end of year2014-12-31$15,634,955
Assets. Invements in employer securities at beginning of year2014-12-31$17,845,971
Contributions received in cash from employer2014-12-31$427,006
Employer contributions (assets) at end of year2014-12-31$425,497
Employer contributions (assets) at beginning of year2014-12-31$998,887
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$643,966
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Liabilities. Value of acquisition indebtedness at end of year2014-12-31$410,021
Liabilities. Value of acquisition indebtedness at beginning of year2014-12-31$1,381,131
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31FREED MAXICK CPAS, P.C
Accountancy firm EIN2014-12-31454051133
2013 : HCR EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$366,722
Total unrealized appreciation/depreciation of assets2013-12-31$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 paid2013-12-31$83,838
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022013-12-31$83,838
Total income from all sources (including contributions)2013-12-31$1,366,727
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$217,668
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$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 year2013-12-31$18,849,190
Value of total assets at beginning of year2013-12-31$18,618,118
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$896
Total interest from all sources2013-12-31$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 year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$131,821
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Administrative expenses (other) incurred2013-12-31$896
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$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)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$4,332
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$5,223
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$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 assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Assets. Invements in employer securities at end of year2013-12-31$17,845,971
Assets. Invements in employer securities at beginning of year2013-12-31$17,611,070
Contributions received in cash from employer2013-12-31$1,000,000
Employer contributions (assets) at end of year2013-12-31$998,887
Employer contributions (assets) at beginning of year2013-12-31$1,001,825
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$132,934
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Liabilities. Value of acquisition indebtedness at end of year2013-12-31$1,381,131
Liabilities. Value of acquisition indebtedness at beginning of year2013-12-31$2,299,118
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31FREED MAXICK CPAS, P.C
Accountancy firm EIN2013-12-31454051133
2012 : HCR EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$317,531
Total unrealized appreciation/depreciation of assets2012-12-31$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 paid2012-12-31$136,223
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022012-12-31$136,223
Total income from all sources (including contributions)2012-12-31$1,317,537
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$281,913
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$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 year2012-12-31$18,618,118
Value of total assets at beginning of year2012-12-31$18,442,547
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$856
Total interest from all sources2012-12-31$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 year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$142,482
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Administrative expenses (other) incurred2012-12-31$856
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$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)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$5,223
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$6,072
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$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 assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Assets. Invements in employer securities at end of year2012-12-31$17,611,070
Assets. Invements in employer securities at beginning of year2012-12-31$17,436,021
Contributions received in cash from employer2012-12-31$1,000,000
Employer contributions (assets) at end of year2012-12-31$1,001,825
Employer contributions (assets) at beginning of year2012-12-31$1,000,454
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$144,834
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Liabilities. Value of acquisition indebtedness at end of year2012-12-31$2,299,118
Liabilities. Value of acquisition indebtedness at beginning of year2012-12-31$3,159,171
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31FREED MAXICK CPAS, P.C
Accountancy firm EIN2012-12-31454051133
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 securities2009-12-31$71,821

Form 5500 Responses for HCR EMPLOYEE STOCK OWNERSHIP PLAN

2022: HCR EMPLOYEE STOCK OWNERSHIP PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: HCR EMPLOYEE STOCK OWNERSHIP PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: HCR EMPLOYEE STOCK OWNERSHIP PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: HCR EMPLOYEE STOCK OWNERSHIP PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: HCR EMPLOYEE STOCK OWNERSHIP PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: HCR EMPLOYEE STOCK OWNERSHIP 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: HCR EMPLOYEE STOCK OWNERSHIP 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: HCR EMPLOYEE STOCK OWNERSHIP 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: HCR EMPLOYEE STOCK OWNERSHIP 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: HCR EMPLOYEE STOCK OWNERSHIP 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: HCR EMPLOYEE STOCK OWNERSHIP 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
2009: HCR EMPLOYEE STOCK OWNERSHIP 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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