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Plan Name | HARTZOG CONGER CASON & NEVILLE 401(K) PLAN |
Plan identification number | 002 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
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Company Name: | HARTZOG CONGER CASON & NEVILLE, LLP |
Employer identification number (EIN): | 201997652 |
NAIC Classification: | 541110 |
NAIC Description: | Offices of Lawyers |
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 | JIM PRINCE | 2022-09-27 | ||
002 | 2020-01-01 | JOHN D. ROBERTSON | 2021-10-06 | ||
002 | 2019-01-01 | JOHN D. ROBERTSON | 2020-09-11 | ||
002 | 2018-01-01 | JOHN D. ROBERTSON | 2019-09-19 | ||
002 | 2017-01-01 | JOHN D. ROBERTSON | 2018-08-27 | ||
002 | 2016-01-01 | JOHN D. ROBERTSON | 2017-10-11 | ||
002 | 2015-01-01 | JOHN D. ROBERTSON | 2016-10-14 | ||
002 | 2014-01-01 | JOHN D. ROBERTSON | 2015-10-13 | ||
002 | 2013-01-01 | JOHN D. ROBERTSON | 2014-09-25 | ||
002 | 2012-01-01 | JOHN D. ROBERTSON | 2013-10-07 | ||
002 | 2011-01-01 | JOHN D. ROBERTSON | 2012-10-11 | ||
002 | 2010-01-01 | JOHN ROBERTSON | 2011-10-14 |
Measure | Date | Value |
---|---|---|
2022: HARTZOG CONGER CASON & NEVILLE 401(K) PLAN 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 82 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 64 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 18 |
Total of all active and inactive participants | 2022-01-01 | 82 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 82 |
Number of participants with account balances | 2022-01-01 | 82 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 3 |
Measure | Date | Value |
---|---|---|
2022 : HARTZOG CONGER CASON & NEVILLE 401(K) PLAN 2022 401k financial data | ||
Total income from all sources | 2022-12-31 | $-4,841,652 |
Expenses. Total of all expenses incurred | 2022-12-31 | $3,321,077 |
Benefits paid (including direct rollovers) | 2022-12-31 | $3,231,169 |
Total plan assets at end of year | 2022-12-31 | $31,056,816 |
Total plan assets at beginning of year | 2022-12-31 | $39,219,545 |
Value of fidelity bond covering the plan | 2022-12-31 | $500,000 |
Total contributions received or receivable from participants | 2022-12-31 | $758,469 |
Other income received | 2022-12-31 | $-6,305,450 |
Net income (gross income less expenses) | 2022-12-31 | $-8,162,729 |
Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $31,056,816 |
Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $39,219,545 |
Assets. Value of participant loans | 2022-12-31 | $109,712 |
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2022-12-31 | $1,083 |
Total contributions received or receivable from employer(s) | 2022-12-31 | $705,329 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $89,908 |
2022: HARTZOG CONGER CASON & NEVILLE 401(K) 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 |