?>
Logo

HF GROUP, LLC 401(K) PLAN 401k Plan overview

Plan NameHF GROUP, LLC 401(K) PLAN
Plan identification number 001

HF GROUP, LLC 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • 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.
  • Plan covering Self-Employed individuals.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

HF GROUP, LLC has sponsored the creation of one or more 401k plans.

Company Name:HF GROUP, LLC
Employer identification number (EIN):204101469
NAIC Classification:323100

Additional information about HF GROUP, LLC

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date: 2005-12-16
Company Identification Number: 4078738
Legal Registered Office Address: Corporation Trust Center
1209 Orange St
Wilmington
United States of America (USA)
19801

More information about HF GROUP, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HF GROUP, LLC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01STEVEN LUND STEVEN LUND2018-10-10
0012016-01-01STEVEN LUND STEVEN LUND2017-09-26
0012015-01-01STEVEN LUND STEVEN LUND2016-08-12
0012015-01-01 STEVEN LUND2016-08-11
0012014-01-01STEVEN LUND2015-09-30 STEVEN LUND2015-09-30
0012013-01-01STEVEN LUND
0012012-01-01STEVENLUND
0012011-01-01STEVE LUND
0012009-01-01STEVEN N LUND

Plan Statistics for HF GROUP, LLC 401(K) PLAN

401k plan membership statisitcs for HF GROUP, LLC 401(K) PLAN

Measure Date Value
2022: HF GROUP, LLC 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01238
Total number of active participants reported on line 7a of the Form 55002022-01-01199
Number of retired or separated participants receiving benefits2022-01-011
Number of other retired or separated participants entitled to future benefits2022-01-0135
Total of all active and inactive participants2022-01-01235
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01235
Number of participants with account balances2022-01-01159
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: HF GROUP, LLC 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01271
Total number of active participants reported on line 7a of the Form 55002021-01-01186
Number of retired or separated participants receiving benefits2021-01-014
Number of other retired or separated participants entitled to future benefits2021-01-0150
Total of all active and inactive participants2021-01-01240
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01240
Number of participants with account balances2021-01-01180
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: HF GROUP, LLC 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01328
Total number of active participants reported on line 7a of the Form 55002020-01-01195
Number of retired or separated participants receiving benefits2020-01-015
Number of other retired or separated participants entitled to future benefits2020-01-0171
Total of all active and inactive participants2020-01-01271
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01271
Number of participants with account balances2020-01-01214
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-012
2019: HF GROUP, LLC 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01339
Total number of active participants reported on line 7a of the Form 55002019-01-01292
Number of retired or separated participants receiving benefits2019-01-014
Number of other retired or separated participants entitled to future benefits2019-01-0132
Total of all active and inactive participants2019-01-01328
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01328
Number of participants with account balances2019-01-01206
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-012
2018: HF GROUP, LLC 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01316
Total number of active participants reported on line 7a of the Form 55002018-01-01288
Number of retired or separated participants receiving benefits2018-01-012
Number of other retired or separated participants entitled to future benefits2018-01-0149
Total of all active and inactive participants2018-01-01339
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01339
Number of participants with account balances2018-01-01230
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: HF GROUP, LLC 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01343
Total number of active participants reported on line 7a of the Form 55002017-01-01273
Number of retired or separated participants receiving benefits2017-01-0115
Number of other retired or separated participants entitled to future benefits2017-01-0128
Total of all active and inactive participants2017-01-01316
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01316
Number of participants with account balances2017-01-01168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-013
2016: HF GROUP, LLC 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01348
Total number of active participants reported on line 7a of the Form 55002016-01-01310
Number of retired or separated participants receiving benefits2016-01-0111
Number of other retired or separated participants entitled to future benefits2016-01-0126
Total of all active and inactive participants2016-01-01347
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01347
Number of participants with account balances2016-01-01171
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-011
2015: HF GROUP, LLC 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01394
Total number of active participants reported on line 7a of the Form 55002015-01-01293
Number of retired or separated participants receiving benefits2015-01-0110
Number of other retired or separated participants entitled to future benefits2015-01-0129
Total of all active and inactive participants2015-01-01332
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01332
Number of participants with account balances2015-01-01170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: HF GROUP, LLC 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01391
Total number of active participants reported on line 7a of the Form 55002014-01-01332
Number of retired or separated participants receiving benefits2014-01-0110
Number of other retired or separated participants entitled to future benefits2014-01-0135
Total of all active and inactive participants2014-01-01377
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01377
Number of participants with account balances2014-01-01187
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-011
2013: HF GROUP, LLC 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01435
Total number of active participants reported on line 7a of the Form 55002013-01-01348
Number of retired or separated participants receiving benefits2013-01-014
Number of other retired or separated participants entitled to future benefits2013-01-0137
Total of all active and inactive participants2013-01-01389
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01389
Number of participants with account balances2013-01-01201
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-013
2012: HF GROUP, LLC 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01380
Total number of active participants reported on line 7a of the Form 55002012-01-01310
Number of retired or separated participants receiving benefits2012-01-014
Number of other retired or separated participants entitled to future benefits2012-01-0136
Total of all active and inactive participants2012-01-01350
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01350
Number of participants with account balances2012-01-01181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-013
2011: HF GROUP, LLC 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01403
Total number of active participants reported on line 7a of the Form 55002011-01-01348
Number of retired or separated participants receiving benefits2011-01-017
Number of other retired or separated participants entitled to future benefits2011-01-0130
Total of all active and inactive participants2011-01-01385
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01385
Number of participants with account balances2011-01-01197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: HF GROUP, LLC 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01514
Total number of active participants reported on line 7a of the Form 55002009-01-01391
Number of retired or separated participants receiving benefits2009-01-0117
Number of other retired or separated participants entitled to future benefits2009-01-0133
Total of all active and inactive participants2009-01-01441
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01441
Number of participants with account balances2009-01-01231
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on HF GROUP, LLC 401(K) PLAN

Measure Date Value
2022 : HF GROUP, LLC 401(K) 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$7,973
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$31,062
Total income from all sources (including contributions)2022-12-31$-1,502,102
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$757,979
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$722,379
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$381,900
Value of total assets at end of year2022-12-31$8,838,087
Value of total assets at beginning of year2022-12-31$11,121,257
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$35,600
Total interest from all sources2022-12-31$1,130
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$13,376
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$13,376
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$283,054
Participant contributions at end of year2022-12-31$14,591
Participant contributions at beginning of year2022-12-31$26,594
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$7,973
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$31,062
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-2,260,081
Value of net assets at end of year (total assets less liabilities)2022-12-31$8,830,114
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$11,090,195
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
Investment advisory and management fees2022-12-31$19,475
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$614,856
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$865,421
Interest on participant loans2022-12-31$1,130
Value of interest in common/collective trusts at end of year2022-12-31$8,109,794
Value of interest in common/collective trusts at beginning of year2022-12-31$10,229,242
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-190,956
Net investment gain or loss from common/collective trusts2022-12-31$-1,707,552
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
Contributions received in cash from employer2022-12-31$98,846
Employer contributions (assets) at end of year2022-12-31$98,846
Employer contributions (assets) at beginning of year2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$722,379
Contract administrator fees2022-12-31$16,125
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 name2022-12-31SIKICH LLP
Accountancy firm EIN2022-12-31363168081
2021 : HF GROUP, LLC 401(K) 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$31,062
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$1,342,215
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$839,420
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$799,457
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$255,233
Value of total assets at end of year2021-12-31$11,121,257
Value of total assets at beginning of year2021-12-31$10,587,400
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$39,963
Total interest from all sources2021-12-31$815
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$35,375
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$35,375
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$255,233
Participant contributions at end of year2021-12-31$26,594
Participant contributions at beginning of year2021-12-31$21,573
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$31,062
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$502,795
Value of net assets at end of year (total assets less liabilities)2021-12-31$11,090,195
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$10,587,400
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
Investment advisory and management fees2021-12-31$21,368
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$865,421
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$121,118
Interest on participant loans2021-12-31$815
Value of interest in common/collective trusts at end of year2021-12-31$10,229,242
Value of interest in common/collective trusts at beginning of year2021-12-31$10,444,709
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$11,219
Net investment gain or loss from common/collective trusts2021-12-31$1,039,573
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$799,457
Contract administrator fees2021-12-31$18,595
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 name2021-12-31SIKICH LLP
Accountancy firm EIN2021-12-31363168081
2020 : HF GROUP, LLC 401(K) 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$1,442,216
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$562,974
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$526,229
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$255,473
Value of total assets at end of year2020-12-31$10,587,400
Value of total assets at beginning of year2020-12-31$9,708,158
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$36,745
Total interest from all sources2020-12-31$1,901
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$8,257
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$8,257
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$255,473
Participant contributions at end of year2020-12-31$21,573
Participant contributions at beginning of year2020-12-31$46,499
Other income not declared elsewhere2020-12-31$-175
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$879,242
Value of net assets at end of year (total assets less liabilities)2020-12-31$10,587,400
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$9,708,158
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
Investment advisory and management fees2020-12-31$18,701
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$121,118
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$9,466,285
Interest on participant loans2020-12-31$1,901
Value of interest in common/collective trusts at end of year2020-12-31$10,444,709
Value of interest in common/collective trusts at beginning of year2020-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$111,093
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$111,093
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,168,318
Net investment gain or loss from common/collective trusts2020-12-31$8,442
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
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$84,281
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$526,229
Contract administrator fees2020-12-31$18,044
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31BDO USA LLP
Accountancy firm EIN2020-12-31135381590
2019 : HF GROUP, LLC 401(K) PLAN 2019 401k financial data
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 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$2,200,890
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$531,787
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$499,537
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$429,506
Value of total assets at end of year2019-12-31$9,708,158
Value of total assets at beginning of year2019-12-31$8,039,055
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$32,250
Total interest from all sources2019-12-31$3,949
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$407,599
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$407,599
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$345,225
Participant contributions at end of year2019-12-31$46,499
Participant contributions at beginning of year2019-12-31$112,688
Administrative expenses (other) incurred2019-12-31$11
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$1,669,103
Value of net assets at end of year (total assets less liabilities)2019-12-31$9,708,158
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$8,039,055
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 leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$10,925
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$9,466,285
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$7,783,191
Interest on participant loans2019-12-31$3,949
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$111,093
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$98,270
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$98,270
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,359,836
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$84,281
Employer contributions (assets) at end of year2019-12-31$84,281
Employer contributions (assets) at beginning of year2019-12-31$44,906
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$499,537
Contract administrator fees2019-12-31$21,314
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
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
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BDO USA LLP
Accountancy firm EIN2019-12-31135381590
2018 : HF GROUP, LLC 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
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$1,404,573
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$369,732
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$342,664
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,927,295
Value of total assets at end of year2018-12-31$8,039,055
Value of total assets at beginning of year2018-12-31$7,004,214
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$27,068
Total interest from all sources2018-12-31$6,809
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$477,409
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$477,409
Administrative expenses professional fees incurred2018-12-31$1,505
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 period2018-12-31Yes
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$340,612
Participant contributions at end of year2018-12-31$112,688
Participant contributions at beginning of year2018-12-31$169,246
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$1,541,777
Administrative expenses (other) incurred2018-12-31$1,274
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$1,034,841
Value of net assets at end of year (total assets less liabilities)2018-12-31$8,039,055
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$7,004,214
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$10,088
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$7,783,191
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$6,772,938
Interest on participant loans2018-12-31$6,809
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$98,270
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$37,239
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$37,239
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,006,940
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$44,906
Employer contributions (assets) at end of year2018-12-31$44,906
Employer contributions (assets) at beginning of year2018-12-31$24,791
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$342,664
Contract administrator fees2018-12-31$14,201
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31Yes
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 name2018-12-31BDO USA LLP
Accountancy firm EIN2018-12-31155381590
2017 : HF GROUP, LLC 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
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$0
Expenses. Interest paid2017-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022017-12-31$0
Total income from all sources (including contributions)2017-12-31$1,230,135
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$744,940
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$687,712
Expenses. Certain deemed distributions of participant loans2017-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$283,853
Value of total assets at end of year2017-12-31$7,004,214
Value of total assets at beginning of year2017-12-31$6,519,019
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$57,228
Total interest from all sources2017-12-31$5,898
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$98,123
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$98,123
Administrative expenses professional fees incurred2017-12-31$57,228
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
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$259,062
Participant contributions at end of year2017-12-31$169,246
Participant contributions at beginning of year2017-12-31$146,476
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$485,195
Value of net assets at end of year (total assets less liabilities)2017-12-31$7,004,214
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$6,519,019
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$6,772,938
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$6,299,606
Interest on participant loans2017-12-31$5,898
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$37,239
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$33,713
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$33,713
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$842,261
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$24,791
Employer contributions (assets) at end of year2017-12-31$24,791
Employer contributions (assets) at beginning of year2017-12-31$39,224
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$687,712
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 name2017-12-31BDO USA LLP
Accountancy firm EIN2017-12-31135381590
2016 : HF GROUP, LLC 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$696,642
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$534,573
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$483,555
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$297,135
Value of total assets at end of year2016-12-31$6,519,019
Value of total assets at beginning of year2016-12-31$6,356,950
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$51,018
Total interest from all sources2016-12-31$5,925
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$88,888
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$88,888
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 period2016-12-31No
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$257,911
Participant contributions at end of year2016-12-31$146,476
Participant contributions at beginning of year2016-12-31$166,663
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$162,069
Value of net assets at end of year (total assets less liabilities)2016-12-31$6,519,019
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$6,356,950
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$6,299,606
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$6,157,384
Interest on participant loans2016-12-31$5,925
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$33,713
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$32,903
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$32,903
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$304,694
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
Contributions received in cash from employer2016-12-31$39,224
Employer contributions (assets) at end of year2016-12-31$39,224
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$483,555
Contract administrator fees2016-12-31$51,018
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 name2016-12-31BDO USA LLP
Accountancy firm EIN2016-12-31155381590
2015 : HF GROUP, LLC 401(K) 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$228,149
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$684,061
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$600,566
Expenses. Certain deemed distributions of participant loans2015-12-31$30,749
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$252,001
Value of total assets at end of year2015-12-31$6,356,950
Value of total assets at beginning of year2015-12-31$6,812,862
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$52,746
Total interest from all sources2015-12-31$9,675
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$78,275
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$78,275
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$252,001
Participant contributions at end of year2015-12-31$166,663
Participant contributions at beginning of year2015-12-31$258,715
Administrative expenses (other) incurred2015-12-31$52,746
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-455,912
Value of net assets at end of year (total assets less liabilities)2015-12-31$6,356,950
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$6,812,862
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$6,157,384
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$6,455,572
Interest on participant loans2015-12-31$9,675
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$32,903
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$78,336
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$78,336
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-111,802
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
Employer contributions (assets) at beginning of year2015-12-31$20,239
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$600,566
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 name2015-12-31BDO USA, LLP
Accountancy firm EIN2015-12-31135381590
2014 : HF GROUP, LLC 401(K) 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$774,535
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$689,802
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$630,135
Expenses. Certain deemed distributions of participant loans2014-12-31$5,779
Value of total corrective distributions2014-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$309,106
Value of total assets at end of year2014-12-31$6,812,862
Value of total assets at beginning of year2014-12-31$6,728,129
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$53,888
Total interest from all sources2014-12-31$7,976
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$83,048
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$83,048
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$288,867
Participant contributions at end of year2014-12-31$258,715
Participant contributions at beginning of year2014-12-31$251,781
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$84,733
Value of net assets at end of year (total assets less liabilities)2014-12-31$6,812,862
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$6,728,129
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$6,455,572
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$6,476,348
Interest on participant loans2014-12-31$7,976
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$78,336
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$374,405
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$20,239
Employer contributions (assets) at end of year2014-12-31$20,239
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$630,135
Contract administrator fees2014-12-31$53,888
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 name2014-12-31BDO USA, LLP
Accountancy firm EIN2014-12-31135381590
2013 : HF GROUP, LLC 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets to this plan2013-12-31$1,950,894
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
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$1,061,057
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$720,061
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$699,202
Expenses. Certain deemed distributions of participant loans2013-12-31$20,859
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$318,028
Value of total assets at end of year2013-12-31$6,728,129
Value of total assets at beginning of year2013-12-31$4,436,239
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$0
Total interest from all sources2013-12-31$7,718
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$303,470
Participant contributions at end of year2013-12-31$251,781
Participant contributions at beginning of year2013-12-31$84,698
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$14,558
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$340,996
Value of net assets at end of year (total assets less liabilities)2013-12-31$6,728,129
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$4,436,239
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$6,476,348
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$4,351,541
Income. Interest from loans (other than to participants)2013-12-31$7,718
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$735,311
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$699,202
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 name2013-12-31SS & G INC
Accountancy firm EIN2013-12-31341411795
2012 : HF GROUP, LLC 401(K) 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$591,760
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$203,475
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$181,879
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$238,434
Value of total assets at end of year2012-12-31$4,436,239
Value of total assets at beginning of year2012-12-31$4,047,954
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$21,596
Total interest from all sources2012-12-31$2,451
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$42,847
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$42,847
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$238,434
Participant contributions at end of year2012-12-31$84,698
Participant contributions at beginning of year2012-12-31$118,825
Participant contributions at end of year2012-12-31$0
Participant contributions at beginning of year2012-12-31$8,127
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$0
Administrative expenses (other) incurred2012-12-31$21,596
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$388,285
Value of net assets at end of year (total assets less liabilities)2012-12-31$4,436,239
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$4,047,954
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$4,351,541
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$2,728,936
Interest on participant loans2012-12-31$2,451
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$1,192,066
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$308,028
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$181,879
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 name2012-12-31SS AND G INC
Accountancy firm EIN2012-12-31341945695
2011 : HF GROUP, LLC 401(K) 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$204,841
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$300,361
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$273,929
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$246,688
Value of total assets at end of year2011-12-31$4,047,954
Value of total assets at beginning of year2011-12-31$4,143,474
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$26,432
Total interest from all sources2011-12-31$3,758
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$26,884
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$26,884
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
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$246,688
Participant contributions at end of year2011-12-31$118,825
Participant contributions at beginning of year2011-12-31$137,649
Participant contributions at end of year2011-12-31$8,127
Participant contributions at beginning of year2011-12-31$8,395
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$0
Administrative expenses (other) incurred2011-12-31$26,432
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-95,520
Value of net assets at end of year (total assets less liabilities)2011-12-31$4,047,954
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$4,143,474
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$2,728,936
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$2,858,803
Interest on participant loans2011-12-31$3,758
Income. Interest from loans (other than to participants)2011-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$1,192,066
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$1,121,206
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-72,489
Net investment gain/loss from pooled separate accounts2011-12-31$-72,489
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
Employer contributions (assets) at beginning of year2011-12-31$17,421
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$273,929
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 name2011-12-31SS&G INC.
Accountancy firm EIN2011-12-31341945695
2010 : HF GROUP, LLC 401(K) 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$574,380
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$665,757
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$625,633
Expenses. Certain deemed distributions of participant loans2010-12-31$10,614
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$262,126
Value of total assets at end of year2010-12-31$4,143,474
Value of total assets at beginning of year2010-12-31$4,234,851
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$29,510
Total interest from all sources2010-12-31$4,113
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
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
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$244,705
Participant contributions at end of year2010-12-31$135,966
Participant contributions at beginning of year2010-12-31$114,786
Participant contributions at end of year2010-12-31$8,395
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$1,683
Administrative expenses (other) incurred2010-12-31$29,510
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$-91,377
Value of net assets at end of year (total assets less liabilities)2010-12-31$4,143,474
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$4,234,851
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$2,858,803
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$2,880,116
Interest on participant loans2010-12-31$4,113
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$1,121,206
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$1,221,167
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$308,141
Net investment gain/loss from pooled separate accounts2010-12-31$308,141
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$17,421
Employer contributions (assets) at end of year2010-12-31$17,421
Employer contributions (assets) at beginning of year2010-12-31$18,782
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$625,633
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 name2010-12-31SS & G FINANCIAL SERVICES
Accountancy firm EIN2010-12-31341945695

Form 5500 Responses for HF GROUP, LLC 401(K) PLAN

2022: HF GROUP, LLC 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: HF GROUP, LLC 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: HF GROUP, LLC 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: HF GROUP, LLC 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: HF GROUP, LLC 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: HF GROUP, LLC 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: HF GROUP, LLC 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: HF GROUP, LLC 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: HF GROUP, LLC 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: HF GROUP, LLC 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: HF GROUP, LLC 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedYes
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: HF GROUP, LLC 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedYes
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: HF GROUP, LLC 401(K) 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

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-B2_YF26
Policy instance 1
Insurance contract or identification numberGAP-B2_YF26
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $808
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
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?Yes
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
Commission paid to Insurance BrokerUSD $808
Amount paid for insurance broker fees0
Insurance broker organization code?7
Insurance broker nameFINTEGRA LLC
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-B3-WA96
Policy instance 2
Insurance contract or identification numberGAP-B3-WA96
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $3,938
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
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
Commission paid to Insurance BrokerUSD $2,193
Amount paid for insurance broker fees0
Insurance broker organization code?7
Insurance broker nameFINTEGRA, LLC
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-B2_YF26
Policy instance 1
Insurance contract or identification numberGAP-B2_YF26
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $1,374
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
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?Yes
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
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-B3-WA96
Policy instance 2
Insurance contract or identification numberGAP-B3-WA96
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $4,412
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
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
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-B2_YF26
Policy instance 1
Insurance contract or identification numberGAP-B2_YF26
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $1,090
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
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?Yes
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
Commission paid to Insurance BrokerUSD $1,090
Amount paid for insurance broker fees0
Insurance broker organization code?7
Insurance broker namePNC INVESTMENTS, LLC
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-B3-WA96
Policy instance 2
Insurance contract or identification numberGAP-B3-WA96
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 $0
Are there contracts with allocated funds for individual policies?No
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
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees0
Insurance broker organization code?7
Insurance broker namePNC INVESTMENTS, LLC

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3