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HUBBARDTON FORGE SAVINGS AND RETIREMENT PLAN 401k Plan overview

Plan NameHUBBARDTON FORGE SAVINGS AND RETIREMENT PLAN
Plan identification number 001

HUBBARDTON FORGE SAVINGS AND RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

HUBBARDTON FORGE, LLC has sponsored the creation of one or more 401k plans.

Company Name:HUBBARDTON FORGE, LLC
Employer identification number (EIN):203535651
NAIC Classification:335100

Additional information about HUBBARDTON FORGE, LLC

Jurisdiction of Incorporation: Vermont Secretary of State Corporations Division
Incorporation Date: 2005-09-09
Company Identification Number: 14072
Legal Registered Office Address: 76 St. Paul Street
7th Floor
BURLINGTON
United States of America (USA)
05401

More information about HUBBARDTON FORGE, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HUBBARDTON FORGE SAVINGS AND RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01MARGARET DUGAN2023-08-24
0012021-01-01MARGARET DUGAN2022-10-11
0012020-01-01MARGARET DUGAN2021-10-10
0012019-01-01MARGARET DUGAN2020-11-10
0012019-01-01MARGARET DUGAN2020-10-14
0012018-01-01
0012017-01-01MARGARET DUGAN
0012016-01-01MARGARET DUGAN
0012015-01-01MARGARET DUGAN MARGARET DUGAN2016-10-15
0012014-01-01MARGARET DUGAN MARGARET DUGAN2015-09-21
0012013-01-01MARGARET DUGAN MARGARET DUGAN2014-07-30
0012012-01-01MARGARET DUGAN MARGARET DUGAN2013-10-04
0012011-01-01MARGARET DUGAN MARGARET DUGAN2012-10-14
0012009-01-01MARGARET DUGAN MARGARET DUGAN2010-10-07

Plan Statistics for HUBBARDTON FORGE SAVINGS AND RETIREMENT PLAN

401k plan membership statisitcs for HUBBARDTON FORGE SAVINGS AND RETIREMENT PLAN

Measure Date Value
2022: HUBBARDTON FORGE SAVINGS AND RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01329
Total number of active participants reported on line 7a of the Form 55002022-01-01231
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0180
Total of all active and inactive participants2022-01-01311
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-013
Total participants2022-01-01314
Number of participants with account balances2022-01-01314
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: HUBBARDTON FORGE SAVINGS AND RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01309
Total number of active participants reported on line 7a of the Form 55002021-01-01222
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0195
Total of all active and inactive participants2021-01-01317
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-01318
Number of participants with account balances2021-01-01318
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: HUBBARDTON FORGE SAVINGS AND RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01290
Total number of active participants reported on line 7a of the Form 55002020-01-01224
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0180
Total of all active and inactive participants2020-01-01304
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01304
Number of participants with account balances2020-01-01302
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: HUBBARDTON FORGE SAVINGS AND RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01275
Total number of active participants reported on line 7a of the Form 55002019-01-01222
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0166
Total of all active and inactive participants2019-01-01288
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01288
Number of participants with account balances2019-01-01286
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: HUBBARDTON FORGE SAVINGS AND RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01289
Total number of active participants reported on line 7a of the Form 55002018-01-01218
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0151
Total of all active and inactive participants2018-01-01269
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-01270
Number of participants with account balances2018-01-01265
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: HUBBARDTON FORGE SAVINGS AND RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01281
Total number of active participants reported on line 7a of the Form 55002017-01-01234
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0150
Total of all active and inactive participants2017-01-01284
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01284
Number of participants with account balances2017-01-01270
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: HUBBARDTON FORGE SAVINGS AND RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01261
Total number of active participants reported on line 7a of the Form 55002016-01-01226
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0149
Total of all active and inactive participants2016-01-01275
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01275
Number of participants with account balances2016-01-01257
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: HUBBARDTON FORGE SAVINGS AND RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01283
Total number of active participants reported on line 7a of the Form 55002015-01-01224
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0134
Total of all active and inactive participants2015-01-01258
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01258
Number of participants with account balances2015-01-01223
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: HUBBARDTON FORGE SAVINGS AND RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01286
Total number of active participants reported on line 7a of the Form 55002014-01-01226
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0129
Total of all active and inactive participants2014-01-01255
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01255
Number of participants with account balances2014-01-01223
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: HUBBARDTON FORGE SAVINGS AND RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01266
Total number of active participants reported on line 7a of the Form 55002013-01-01204
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0132
Total of all active and inactive participants2013-01-01236
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01236
Number of participants with account balances2013-01-01236
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: HUBBARDTON FORGE SAVINGS AND RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01261
Total number of active participants reported on line 7a of the Form 55002012-01-01197
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0128
Total of all active and inactive participants2012-01-01225
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01225
Number of participants with account balances2012-01-01225
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: HUBBARDTON FORGE SAVINGS AND RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01255
Total number of active participants reported on line 7a of the Form 55002011-01-01185
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0134
Total of all active and inactive participants2011-01-01219
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01219
Number of participants with account balances2011-01-01219
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: HUBBARDTON FORGE SAVINGS AND RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01263
Total number of active participants reported on line 7a of the Form 55002009-01-01201
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0122
Total of all active and inactive participants2009-01-01223
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01223
Number of participants with account balances2009-01-01223
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on HUBBARDTON FORGE SAVINGS AND RETIREMENT PLAN

Measure Date Value
2022 : HUBBARDTON FORGE SAVINGS AND RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
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$0
Total income from all sources (including contributions)2022-12-31$-961,344
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,212,551
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,148,908
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,280,186
Value of total assets at end of year2022-12-31$14,813,993
Value of total assets at beginning of year2022-12-31$16,987,888
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$63,643
Total interest from all sources2022-12-31$31,434
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$322,987
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$322,987
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$5,000,000
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
Contributions received from participants2022-12-31$383,280
Participant contributions at end of year2022-12-31$261,685
Participant contributions at beginning of year2022-12-31$251,216
Participant contributions at beginning of year2022-12-31$23,485
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$894,795
Total non interest bearing cash at end of year2022-12-31$106
Total non interest bearing cash at beginning of year2022-12-31$253
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
Income. Non cash contributions2022-12-31$2,111
Value of net income/loss2022-12-31$-2,173,895
Value of net assets at end of year (total assets less liabilities)2022-12-31$14,813,993
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$16,987,888
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 in registered invesment companies (eg mutual funds) at end of year2022-12-31$12,335,483
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$14,542,436
Interest on participant loans2022-12-31$8,473
Interest earned on other investments2022-12-31$22,961
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$1,833,439
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$1,815,021
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-2,595,951
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 contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Employer contributions (assets) at end of year2022-12-31$383,280
Employer contributions (assets) at beginning of year2022-12-31$355,477
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,148,908
Contract administrator fees2022-12-31$63,643
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 name2022-12-31BERRY, DUNN, MCNEIL, & PARKER LLC
Accountancy firm EIN2022-12-31010523282
2021 : HUBBARDTON FORGE SAVINGS AND RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
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$3,145,998
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,339,327
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,281,749
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,119,899
Value of total assets at end of year2021-12-31$16,987,888
Value of total assets at beginning of year2021-12-31$15,181,217
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$57,578
Total interest from all sources2021-12-31$31,616
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$422,718
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$422,718
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$3,000,000
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$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$742,196
Participant contributions at end of year2021-12-31$251,216
Participant contributions at beginning of year2021-12-31$154,378
Participant contributions at end of year2021-12-31$23,485
Participant contributions at beginning of year2021-12-31$20,458
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$22,226
Total non interest bearing cash at end of year2021-12-31$253
Total non interest bearing cash at beginning of year2021-12-31$584
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$1,806,671
Value of net assets at end of year (total assets less liabilities)2021-12-31$16,987,888
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$15,181,217
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 in registered invesment companies (eg mutual funds) at end of year2021-12-31$14,542,436
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$12,532,542
Interest on participant loans2021-12-31$6,287
Interest earned on other investments2021-12-31$25,329
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$1,815,021
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$2,141,431
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,571,765
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 contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$355,477
Employer contributions (assets) at end of year2021-12-31$355,477
Employer contributions (assets) at beginning of year2021-12-31$331,824
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,281,749
Contract administrator fees2021-12-31$57,578
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 name2021-12-31BERRY, DUNN, MCNEIL, & PARKER LLC
Accountancy firm EIN2021-12-31010523282
2020 : HUBBARDTON FORGE SAVINGS AND RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
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$3,151,155
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,191,480
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,138,867
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,328,739
Value of total assets at end of year2020-12-31$15,181,217
Value of total assets at beginning of year2020-12-31$13,221,542
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$52,613
Total interest from all sources2020-12-31$32,841
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$352,909
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$352,909
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$3,000,000
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$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$600,769
Participant contributions at end of year2020-12-31$154,378
Participant contributions at beginning of year2020-12-31$243,495
Participant contributions at end of year2020-12-31$20,458
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$396,146
Total non interest bearing cash at end of year2020-12-31$584
Total non interest bearing cash 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$1,959,675
Value of net assets at end of year (total assets less liabilities)2020-12-31$15,181,217
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$13,221,542
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 in registered invesment companies (eg mutual funds) at end of year2020-12-31$12,532,542
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$11,377,071
Interest on participant loans2020-12-31$7,946
Interest earned on other investments2020-12-31$24,895
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$2,141,431
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$1,254,777
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,436,666
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
Contributions received in cash from employer2020-12-31$331,824
Employer contributions (assets) at end of year2020-12-31$331,824
Employer contributions (assets) at beginning of year2020-12-31$346,199
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,138,867
Contract administrator fees2020-12-31$52,613
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 plan2020-12-31Disclaimer
Accountancy firm name2020-12-31BERRY, DUNN, MCNEIL & PARKER, LLC
Accountancy firm EIN2020-12-31010523282
2019 : HUBBARDTON FORGE SAVINGS AND RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$3,148,012
Total income from all sources (including contributions)2019-12-31$3,148,012
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$1,641,390
Total of all expenses incurred2019-12-31$1,641,390
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,595,638
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,595,638
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$931,177
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$931,177
Value of total assets at end of year2019-12-31$13,221,542
Value of total assets at end of year2019-12-31$13,221,542
Value of total assets at beginning of year2019-12-31$11,714,920
Value of total assets at beginning of year2019-12-31$11,714,920
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$45,752
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$45,752
Total interest from all sources2019-12-31$30,798
Total interest from all sources2019-12-31$30,798
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$220,326
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$220,326
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
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$220,326
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$220,326
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$3,000,000
Value of fidelity bond cover2019-12-31$3,000,000
If this is an individual account plan, was there a blackout period2019-12-31Yes
If this is an individual account plan, was there a blackout period2019-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$555,434
Contributions received from participants2019-12-31$555,434
Participant contributions at end of year2019-12-31$243,495
Participant contributions at end of year2019-12-31$243,495
Participant contributions at beginning of year2019-12-31$278,792
Participant contributions at beginning of year2019-12-31$278,792
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$29,544
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$29,544
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$1,506,622
Value of net income/loss2019-12-31$1,506,622
Value of net assets at end of year (total assets less liabilities)2019-12-31$13,221,542
Value of net assets at end of year (total assets less liabilities)2019-12-31$13,221,542
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$11,714,920
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$11,714,920
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 in registered invesment companies (eg mutual funds) at end of year2019-12-31$11,377,071
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$11,377,071
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$9,935,640
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$9,935,640
Interest on participant loans2019-12-31$13,818
Interest on participant loans2019-12-31$13,818
Interest earned on other investments2019-12-31$16,980
Interest earned on other investments2019-12-31$16,980
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$1,254,777
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$1,254,777
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,155,088
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,155,088
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,965,711
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,965,711
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
Contributions received in cash from employer2019-12-31$346,199
Contributions received in cash from employer2019-12-31$346,199
Employer contributions (assets) at end of year2019-12-31$346,199
Employer contributions (assets) at end of year2019-12-31$346,199
Employer contributions (assets) at beginning of year2019-12-31$345,400
Employer contributions (assets) at beginning of year2019-12-31$345,400
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,595,638
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,595,638
Contract administrator fees2019-12-31$45,752
Contract administrator fees2019-12-31$45,752
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31Yes
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31Yes
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)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BERRY, DUNN, MCNEIL & PARKER LLC
Accountancy firm name2019-12-31BERRY, DUNN, MCNEIL & PARKER LLC
Accountancy firm EIN2019-12-31010523282
Accountancy firm EIN2019-12-31010523282
2018 : HUBBARDTON FORGE SAVINGS AND RETIREMENT PLAN 2018 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$476,384
Total of all expenses incurred2018-12-31$559,310
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$510,254
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,019,346
Value of total assets at end of year2018-12-31$11,714,920
Value of total assets at beginning of year2018-12-31$11,797,846
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$49,056
Total interest from all sources2018-12-31$26,708
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$224,815
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$224,815
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$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$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$541,469
Participant contributions at end of year2018-12-31$278,792
Participant contributions at beginning of year2018-12-31$299,261
Participant contributions at beginning of year2018-12-31$53
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$131,860
Administrative expenses (other) incurred2018-12-31$27,082
Liabilities. Value of operating payables at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-82,926
Value of net assets at end of year (total assets less liabilities)2018-12-31$11,714,920
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$11,797,846
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
Investment advisory and management fees2018-12-31$21,974
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$9,935,640
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$10,265,147
Interest on participant loans2018-12-31$13,845
Interest earned on other investments2018-12-31$12,863
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$1,155,088
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$880,323
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-794,485
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
Contributions received in cash from employer2018-12-31$346,017
Employer contributions (assets) at end of year2018-12-31$345,400
Employer contributions (assets) at beginning of year2018-12-31$353,062
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$510,254
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)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31O'BRIEN SHORTLE REYNOLDS & SABOTKA
Accountancy firm EIN2018-12-31030310172
2017 : HUBBARDTON FORGE SAVINGS AND RETIREMENT PLAN 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$113
Total income from all sources (including contributions)2017-12-31$2,806,851
Total of all expenses incurred2017-12-31$794,767
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$744,055
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,002,231
Value of total assets at end of year2017-12-31$11,797,846
Value of total assets at beginning of year2017-12-31$9,785,875
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$50,712
Total interest from all sources2017-12-31$21,494
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$191,400
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$191,400
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$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$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$547,737
Participant contributions at end of year2017-12-31$299,261
Participant contributions at beginning of year2017-12-31$251,380
Participant contributions at end of year2017-12-31$53
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$101,432
Administrative expenses (other) incurred2017-12-31$23,687
Liabilities. Value of operating payables at end of year2017-12-31$0
Liabilities. Value of operating payables at beginning of year2017-12-31$113
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$2,012,084
Value of net assets at end of year (total assets less liabilities)2017-12-31$11,797,846
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$9,785,762
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
Investment advisory and management fees2017-12-31$27,025
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$10,265,147
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$8,640,361
Interest on participant loans2017-12-31$12,440
Interest earned on other investments2017-12-31$9,054
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$880,323
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$894,134
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,591,726
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
Contributions received in cash from employer2017-12-31$353,062
Employer contributions (assets) at end of year2017-12-31$353,062
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$744,055
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
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)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31O'BRIEN SHORTLE REYNOLDS & SABOTKA
Accountancy firm EIN2017-12-31030310172
2016 : HUBBARDTON FORGE SAVINGS AND RETIREMENT PLAN 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$113
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$124
Total income from all sources (including contributions)2016-12-31$1,322,503
Total of all expenses incurred2016-12-31$346,590
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$309,381
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$552,037
Value of total assets at end of year2016-12-31$9,785,875
Value of total assets at beginning of year2016-12-31$8,809,973
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$37,209
Total interest from all sources2016-12-31$9,388
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$136,165
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$136,165
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$533,862
Participant contributions at end of year2016-12-31$251,380
Participant contributions at beginning of year2016-12-31$212,585
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$18,175
Other income not declared elsewhere2016-12-31$8,804
Liabilities. Value of operating payables at end of year2016-12-31$113
Liabilities. Value of operating payables at beginning of year2016-12-31$124
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$975,913
Value of net assets at end of year (total assets less liabilities)2016-12-31$9,785,762
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$8,809,849
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 in registered invesment companies (eg mutual funds) at end of year2016-12-31$8,640,361
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$8,597,388
Interest on participant loans2016-12-31$9,388
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$894,134
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$616,109
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$309,381
Contract administrator fees2016-12-31$37,209
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31Yes
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)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31O'BRIEN SHORTLE REYNOLDS & SABOTKA
Accountancy firm EIN2016-12-31030310172
2015 : HUBBARDTON FORGE SAVINGS AND RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$124
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$124
Total income from all sources (including contributions)2015-12-31$485,264
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$739,914
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$724,485
Value of total corrective distributions2015-12-31$683
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$437,354
Value of total assets at end of year2015-12-31$8,809,973
Value of total assets at beginning of year2015-12-31$9,064,623
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$14,746
Total interest from all sources2015-12-31$8,844
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$3,970
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$2,000,000
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$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$401,083
Participant contributions at end of year2015-12-31$212,585
Participant contributions at beginning of year2015-12-31$246,133
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$36,271
Administrative expenses (other) incurred2015-12-31$0
Liabilities. Value of operating payables at end of year2015-12-31$124
Liabilities. Value of operating payables at beginning of year2015-12-31$124
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-254,650
Value of net assets at end of year (total assets less liabilities)2015-12-31$8,809,849
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$9,064,499
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
Investment advisory and management fees2015-12-31$10,142
Value of interest in pooled separate accounts at end of year2015-12-31$8,597,388
Value of interest in pooled separate accounts at beginning of year2015-12-31$8,818,490
Interest on participant loans2015-12-31$8,844
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$39,066
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
Contributions received in cash from employer2015-12-31$0
Employer contributions (assets) at end of year2015-12-31$0
Employer contributions (assets) at beginning of year2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$724,485
Contract administrator fees2015-12-31$634
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31O'BRIEN SHORTLE REYNOLDS & SABOTKA
Accountancy firm EIN2015-12-31030310172
2014 : HUBBARDTON FORGE SAVINGS AND RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$124
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$179
Total income from all sources (including contributions)2014-12-31$1,007,385
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$595,923
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$581,439
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$502,189
Value of total assets at end of year2014-12-31$9,064,623
Value of total assets at beginning of year2014-12-31$8,653,216
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$14,484
Total interest from all sources2014-12-31$7,336
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$3,165
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$2,000,000
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$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$414,979
Participant contributions at end of year2014-12-31$246,133
Participant contributions at beginning of year2014-12-31$167,803
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$87,210
Administrative expenses (other) incurred2014-12-31$0
Liabilities. Value of operating payables at end of year2014-12-31$124
Liabilities. Value of operating payables at beginning of year2014-12-31$179
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$411,462
Value of net assets at end of year (total assets less liabilities)2014-12-31$9,064,499
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$8,653,037
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
Investment advisory and management fees2014-12-31$11,319
Value of interest in pooled separate accounts at end of year2014-12-31$8,818,490
Value of interest in pooled separate accounts at beginning of year2014-12-31$8,332,093
Interest on participant loans2014-12-31$7,336
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$497,860
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
Contributions received in cash from employer2014-12-31$0
Employer contributions (assets) at end of year2014-12-31$0
Employer contributions (assets) at beginning of year2014-12-31$153,320
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$581,439
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31O'BRIEN SHORTLE REYNOLDS & SABOTKA
Accountancy firm EIN2014-12-31030310172
2013 : HUBBARDTON FORGE SAVINGS AND RETIREMENT PLAN 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$179
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$1,990,458
Total of all expenses incurred2013-12-31$276,905
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$253,096
Value of total corrective distributions2013-12-31$8,858
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$622,301
Value of total assets at end of year2013-12-31$8,653,216
Value of total assets at beginning of year2013-12-31$6,939,484
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$14,951
Total interest from all sources2013-12-31$6,041
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$0
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$2,000,000
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$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$406,897
Participant contributions at end of year2013-12-31$167,803
Participant contributions at beginning of year2013-12-31$118,224
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$62,084
Administrative expenses (other) incurred2013-12-31$3,075
Liabilities. Value of operating payables at end of year2013-12-31$179
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$1,713,553
Value of net assets at end of year (total assets less liabilities)2013-12-31$8,653,037
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$6,939,484
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
Investment advisory and management fees2013-12-31$11,876
Value of interest in pooled separate accounts at end of year2013-12-31$8,332,093
Value of interest in pooled separate accounts at beginning of year2013-12-31$6,656,428
Interest on participant loans2013-12-31$6,041
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,362,116
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
Contributions received in cash from employer2013-12-31$153,320
Employer contributions (assets) at end of year2013-12-31$153,320
Employer contributions (assets) at beginning of year2013-12-31$164,832
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$253,096
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31O'BRIEN SHORTLE REYNOLDS & SABOTKA
Accountancy firm EIN2013-12-31030310172
2012 : HUBBARDTON FORGE SAVINGS AND RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$1,522,633
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,735,469
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,711,540
Value of total corrective distributions2012-12-31$8,215
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$675,084
Value of total assets at end of year2012-12-31$6,939,484
Value of total assets at beginning of year2012-12-31$7,152,320
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$15,714
Total interest from all sources2012-12-31$1,694
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$2,000,000
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$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$372,196
Participant contributions at end of year2012-12-31$118,224
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$138,056
Administrative expenses (other) incurred2012-12-31$3,895
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$-212,836
Value of net assets at end of year (total assets less liabilities)2012-12-31$6,939,484
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$7,152,320
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
Investment advisory and management fees2012-12-31$11,819
Value of interest in pooled separate accounts at end of year2012-12-31$6,656,428
Value of interest in pooled separate accounts at beginning of year2012-12-31$6,995,318
Interest on participant loans2012-12-31$1,694
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$845,855
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
Contributions received in cash from employer2012-12-31$164,832
Employer contributions (assets) at end of year2012-12-31$164,832
Employer contributions (assets) at beginning of year2012-12-31$157,002
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,711,540
Contract administrator fees2012-12-31$0
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31O'BRIEN SHORTLE REYNOLDS & SABOTKA
Accountancy firm EIN2012-12-31030310172
2011 : HUBBARDTON FORGE SAVINGS AND RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$279,020
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$940,313
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$922,195
Value of total corrective distributions2011-12-31$8,038
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$525,576
Value of total assets at end of year2011-12-31$7,152,320
Value of total assets at beginning of year2011-12-31$7,813,613
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$10,080
Total interest from all sources2011-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$313,316
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$55,258
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$153
Administrative expenses (other) incurred2011-12-31$1,715
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-661,293
Value of net assets at end of year (total assets less liabilities)2011-12-31$7,152,320
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$7,813,613
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$8,365
Value of interest in pooled separate accounts at end of year2011-12-31$6,995,318
Value of interest in pooled separate accounts at beginning of year2011-12-31$7,642,231
Net investment gain/loss from pooled separate accounts2011-12-31$-246,556
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$157,002
Employer contributions (assets) at end of year2011-12-31$157,002
Employer contributions (assets) at beginning of year2011-12-31$171,229
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$922,195
Contract administrator fees2011-12-31$0
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31O BRIEN SHORTLE REYNOLDS & SABOTKA
Accountancy firm EIN2011-12-31030310172
2010 : HUBBARDTON FORGE SAVINGS AND RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$1,428,783
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$517,098
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$478,915
Value of total corrective distributions2010-12-31$26,228
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$502,729
Value of total assets at end of year2010-12-31$7,813,613
Value of total assets at beginning of year2010-12-31$6,901,928
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$11,955
Total interest from all sources2010-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$2,315
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$331,347
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$153
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$153
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$132
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$911,685
Value of net assets at end of year (total assets less liabilities)2010-12-31$7,813,613
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$6,901,928
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$9,640
Value of interest in pooled separate accounts at end of year2010-12-31$7,642,231
Value of interest in pooled separate accounts at beginning of year2010-12-31$6,696,760
Net investment gain/loss from pooled separate accounts2010-12-31$926,054
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$171,229
Employer contributions (assets) at end of year2010-12-31$171,229
Employer contributions (assets) at beginning of year2010-12-31$205,036
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$478,915
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31O BRIEN SHORTLE REYNOLDS & SABOTKA
Accountancy firm EIN2010-12-31030310172
2009 : HUBBARDTON FORGE SAVINGS AND RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for HUBBARDTON FORGE SAVINGS AND RETIREMENT PLAN

2022: HUBBARDTON FORGE SAVINGS AND RETIREMENT 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 – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: HUBBARDTON FORGE SAVINGS AND RETIREMENT 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 – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: HUBBARDTON FORGE SAVINGS AND RETIREMENT 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 – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: HUBBARDTON FORGE SAVINGS AND RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedYes
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 – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: HUBBARDTON FORGE SAVINGS AND RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: HUBBARDTON FORGE SAVINGS AND RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: HUBBARDTON FORGE SAVINGS AND RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: HUBBARDTON FORGE SAVINGS AND RETIREMENT 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 – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: HUBBARDTON FORGE SAVINGS AND RETIREMENT 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 – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: HUBBARDTON FORGE SAVINGS AND RETIREMENT 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 – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: HUBBARDTON FORGE SAVINGS AND RETIREMENT 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 – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: HUBBARDTON FORGE SAVINGS AND RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: HUBBARDTON FORGE SAVINGS AND RETIREMENT 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 – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number813628
Policy instance 1
Insurance contract or identification number813628
Number of Individuals Covered314
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number813628
Policy instance 1
Insurance contract or identification number813628
Number of Individuals Covered318
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number813628
Policy instance 1
Insurance contract or identification number813628
Number of Individuals Covered304
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number512568-000
Policy instance 2
Insurance contract or identification number512568-000
Number of Individuals Covered0
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number813628
Policy instance 1
Insurance contract or identification number813628
Number of Individuals Covered288
Insurance policy start date2019-09-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number512568-000
Policy instance 1
Insurance contract or identification number512568-000
Number of Individuals Covered265
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number512568-000
Policy instance 1
Insurance contract or identification number512568-000
Number of Individuals Covered270
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number61464
Policy instance 1
Insurance contract or identification number61464
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $22,751
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Amount paid for insurance broker fees18537
Additional information about fees paid to insurance brokerRIA FEES
Insurance broker organization code?7
Insurance broker namePENSION PERFORMANCE, INC.
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number61464
Policy instance 1
Insurance contract or identification number61464
Number of Individuals Covered262
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $20,200
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Amount paid for insurance broker fees3278
Additional information about fees paid to insurance brokerRIA FEES
Insurance broker organization code?3
Insurance broker nameLPL FINANCIAL LLC
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number61464
Policy instance 1
Insurance contract or identification number61464
Number of Individuals Covered241
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $25,907
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Amount paid for insurance broker fees19094
Additional information about fees paid to insurance brokerRIA FEES
Insurance broker organization code?3
Insurance broker namePENSION PERFORMANCE, INC.
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number61464
Policy instance 1
Insurance contract or identification number61464
Number of Individuals Covered208
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $22,435
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Amount paid for insurance broker fees18249
Additional information about fees paid to insurance brokerRIA FEES
Insurance broker organization code?3
Insurance broker namePENSION PERFORMANCE, INC.
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number61464
Policy instance 1
Insurance contract or identification number61464
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $17,627
Total amount of fees paid to insurance companyUSD $5,525
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number61464
Policy instance 1
Insurance contract or identification number61464
Number of Individuals Covered210
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $19,849
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Amount paid for insurance broker fees16640
Additional information about fees paid to insurance brokerRIA FEES
Insurance broker organization code?3
Insurance broker namePENSION PERFORMANCE, INC.

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