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Plan Name | HR&A ADVISORS, INC. EMPLOYEE STOCK OWNERSHIP PLAN |
Plan identification number | 002 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
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Company Name: | HR&A ADVISORS, INC. |
Employer identification number (EIN): | 208767681 |
NAIC Classification: | 541990 |
NAIC Description: | All Other Professional, Scientific, and Technical Services |
Additional information about HR&A ADVISORS, INC.
Jurisdiction of Incorporation: | New York Department of State |
Incorporation Date: | 2007-04-02 |
Company Identification Number: | 3497979 |
Legal Registered Office Address: |
99 Hudson Street 3rd Floor New York United States of America (USA) 10013 |
More information about HR&A ADVISORS, INC.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
002 | 2022-01-01 | JAMIE DANG | 2023-12-12 | ||
002 | 2021-01-01 | JAMIE DANG | 2022-10-04 | ||
002 | 2021-01-01 | JAMIE DANG | 2023-08-10 | ||
002 | 2020-01-01 | JAMIE DANG | 2022-09-29 | ||
002 | 2020-01-01 | JAMIE DANG | 2022-12-27 | ||
002 | 2019-01-01 | JAMIE DANG | 2020-10-05 | ||
002 | 2019-01-01 | JAMIE DANG | 2021-03-02 | ||
002 | 2018-01-01 | JAMIE DANG | 2019-10-13 | ||
002 | 2017-01-01 | ||||
002 | 2016-01-01 | ERIC ROTHMAN | |||
002 | 2015-01-01 | ERIC ROTHMAN | |||
002 | 2014-01-01 | ERIC ROTHMAN | |||
002 | 2013-01-01 | ERIC ROTHMAN | |||
002 | 2012-01-01 | ERIC ROTHMAN | |||
002 | 2011-01-01 | ERIC ROTHMAN |
Measure | Date | Value |
---|---|---|
2022: HR&A ADVISORS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 178 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 112 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 7 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 41 |
Total of all active and inactive participants | 2022-01-01 | 160 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 160 |
Number of participants with account balances | 2022-01-01 | 160 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 9 |
2021: HR&A ADVISORS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 157 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 97 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 4 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 48 |
Total of all active and inactive participants | 2021-01-01 | 149 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 149 |
Number of participants with account balances | 2021-01-01 | 148 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 15 |
2020: HR&A ADVISORS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 157 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 97 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 4 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 48 |
Total of all active and inactive participants | 2020-01-01 | 149 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 149 |
Number of participants with account balances | 2020-01-01 | 148 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 15 |
2019: HR&A ADVISORS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 119 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 72 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 2 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 30 |
Total of all active and inactive participants | 2019-01-01 | 104 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 104 |
Number of participants with account balances | 2019-01-01 | 104 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 11 |
2018: HR&A ADVISORS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 119 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 72 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 2 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 30 |
Total of all active and inactive participants | 2018-01-01 | 104 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 104 |
Number of participants with account balances | 2018-01-01 | 104 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 11 |
2017: HR&A ADVISORS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 107 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 71 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 31 |
Total of all active and inactive participants | 2017-01-01 | 102 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 102 |
Number of participants with account balances | 2017-01-01 | 102 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 12 |
2016: HR&A ADVISORS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 63 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 51 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 2 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 24 |
Total of all active and inactive participants | 2016-01-01 | 77 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 77 |
Number of participants with account balances | 2016-01-01 | 77 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 8 |
2015: HR&A ADVISORS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 53 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 48 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 15 |
Total of all active and inactive participants | 2015-01-01 | 63 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 63 |
Number of participants with account balances | 2015-01-01 | 63 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 10 |
2014: HR&A ADVISORS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 35 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 41 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 12 |
Total of all active and inactive participants | 2014-01-01 | 53 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 53 |
Number of participants with account balances | 2014-01-01 | 53 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 5 |
2013: HR&A ADVISORS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 30 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 27 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 8 |
Total of all active and inactive participants | 2013-01-01 | 35 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 35 |
Number of participants with account balances | 2013-01-01 | 35 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 35 |
2012: HR&A ADVISORS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 22 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 28 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 2 |
Total of all active and inactive participants | 2012-01-01 | 30 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 30 |
Number of participants with account balances | 2012-01-01 | 30 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 3 |
2011: HR&A ADVISORS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 14 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 22 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 0 |
Total of all active and inactive participants | 2011-01-01 | 22 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 22 |
Number of participants with account balances | 2011-01-01 | 22 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2022 : HR&A ADVISORS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2022-12-31 | $-984,743 |
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $-984,743 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $10,899,699 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $11,268,253 |
Expenses. Interest paid | 2022-12-31 | $253,110 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2022-12-31 | $253,110 |
Total income from all sources (including contributions) | 2022-12-31 | $-258,996 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $333,528 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $79,427 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $746,070 |
Value of total assets at end of year | 2022-12-31 | $11,494,118 |
Value of total assets at beginning of year | 2022-12-31 | $12,455,196 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $991 |
Total interest from all sources | 2022-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2022-12-31 | $10,751,555 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2022-12-31 | $11,199,536 |
Administrative expenses (other) incurred | 2022-12-31 | $991 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-592,524 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $594,419 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $1,186,943 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $214,538 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $235,852 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-12-31 | $796 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-12-31 | $796 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-12-31 | $796 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-20,323 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Assets. Invements in employer securities at end of year | 2022-12-31 | $11,233,805 |
Assets. Invements in employer securities at beginning of year | 2022-12-31 | $12,218,548 |
Contributions received in cash from employer | 2022-12-31 | $746,070 |
Employer contributions (assets) at end of year | 2022-12-31 | $44,979 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $79,427 |
Liabilities. Value of benefit claims payable at end of year | 2022-12-31 | $148,144 |
Liabilities. Value of benefit claims payable at beginning of year | 2022-12-31 | $68,717 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | BDO USA LLP |
Accountancy firm EIN | 2022-12-31 | 135381590 |
2021 : HR&A ADVISORS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2021-12-31 | $-1,266,319 |
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $11,648,967 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $11,648,967 |
Expenses. Interest paid | 2021-12-31 | $263,233 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2021-12-31 | $263,233 |
Total income from all sources (including contributions) | 2021-12-31 | $0 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $0 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $0 |
Value of total assets at end of year | 2021-12-31 | $13,690,047 |
Value of total assets at beginning of year | 2021-12-31 | $13,690,047 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $0 |
Total interest from all sources | 2021-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $250,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2021-12-31 | $11,647,518 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2021-12-31 | $11,647,518 |
Administrative expenses (other) incurred | 2021-12-31 | $973 |
Total non interest bearing cash at end of year | 2021-12-31 | $2,509 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $0 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $2,041,080 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $2,041,080 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $204,383 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $204,383 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-12-31 | $796 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-12-31 | $796 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-12-31 | $796 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2021-12-31 | $33,891 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Assets. Invements in employer securities at end of year | 2021-12-31 | $13,484,868 |
Assets. Invements in employer securities at beginning of year | 2021-12-31 | $13,484,868 |
Contributions received in cash from employer | 2021-12-31 | $711,215 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $68,718 |
Liabilities. Value of benefit claims payable at end of year | 2021-12-31 | $1,449 |
Liabilities. Value of benefit claims payable at beginning of year | 2021-12-31 | $1,449 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | BDO USA LLP |
Accountancy firm EIN | 2021-12-31 | 135381590 |
2020 : HR&A ADVISORS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2020-12-31 | $-270,389 |
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $-270,389 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $11,648,967 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $12,049,878 |
Expenses. Interest paid | 2020-12-31 | $317,839 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2020-12-31 | $317,839 |
Total income from all sources (including contributions) | 2020-12-31 | $468,897 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $348,613 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $29,849 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $720,200 |
Value of total assets at end of year | 2020-12-31 | $13,690,047 |
Value of total assets at beginning of year | 2020-12-31 | $13,970,674 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $925 |
Total interest from all sources | 2020-12-31 | $19,086 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $250,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2020-12-31 | $11,647,518 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2020-12-31 | $12,049,878 |
Administrative expenses (other) incurred | 2020-12-31 | $925 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $120,284 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $2,041,080 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $1,920,796 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $204,383 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $212,612 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-12-31 | $796 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-12-31 | $2,805 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-12-31 | $2,805 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-12-31 | $19,086 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Assets. Invements in employer securities at end of year | 2020-12-31 | $13,484,868 |
Assets. Invements in employer securities at beginning of year | 2020-12-31 | $13,755,257 |
Contributions received in cash from employer | 2020-12-31 | $720,200 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $29,849 |
Liabilities. Value of benefit claims payable at end of year | 2020-12-31 | $1,449 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
Accountancy firm name | 2020-12-31 | BDO USA LLP |
Accountancy firm EIN | 2020-12-31 | 135381590 |
2019 : HR&A ADVISORS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2019-12-31 | $493,914 |
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $493,914 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $12,049,878 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $12,289,789 |
Expenses. Interest paid | 2019-12-31 | $231,905 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2019-12-31 | $231,905 |
Total income from all sources (including contributions) | 2019-12-31 | $984,274 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $233,498 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $461,917 |
Value of total assets at end of year | 2019-12-31 | $13,970,674 |
Value of total assets at beginning of year | 2019-12-31 | $13,459,809 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $1,593 |
Total interest from all sources | 2019-12-31 | $28,443 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $0 |
Total plan liabilities at end of year | 2019-12-31 | $12,049,878 |
Total plan liabilities at beginning of year | 2019-12-31 | $12,289,789 |
Total income from all sources | 2019-12-31 | $490,360 |
Expenses. Total of all expenses incurred | 2019-12-31 | $233,498 |
Total plan assets at end of year | 2019-12-31 | $13,476,760 |
Total plan assets at beginning of year | 2019-12-31 | $13,459,809 |
Value of fidelity bond covering the plan | 2019-12-31 | $250,000 |
Expenses. Other expenses not covered elsewhere | 2019-12-31 | $233,498 |
Other income received | 2019-12-31 | $28,443 |
Net income (gross income less expenses) | 2019-12-31 | $256,862 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $1,426,882 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $1,170,020 |
Assets. Value of employer securities | 2019-12-31 | $13,261,343 |
Total contributions received or receivable from employer(s) | 2019-12-31 | $461,917 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $250,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2019-12-31 | $12,049,878 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2019-12-31 | $12,279,890 |
Administrative expenses (other) incurred | 2019-12-31 | $1,593 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $750,776 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $1,920,796 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $1,170,020 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $212,612 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $187,328 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $2,805 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $11,138 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $11,138 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $28,443 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Assets. Invements in employer securities at end of year | 2019-12-31 | $13,755,257 |
Assets. Invements in employer securities at beginning of year | 2019-12-31 | $13,261,343 |
Contributions received in cash from employer | 2019-12-31 | $461,917 |
Liabilities. Value of benefit claims payable at beginning of year | 2019-12-31 | $9,899 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Unqualified |
Accountancy firm name | 2019-12-31 | MBAF CPA'S, LLC |
Accountancy firm EIN | 2019-12-31 | 133842744 |
2018 : HR&A ADVISORS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k financial data | ||
Total plan liabilities at end of year | 2018-12-31 | $12,289,789 |
Total plan liabilities at beginning of year | 2018-12-31 | $12,762,314 |
Total income from all sources | 2018-12-31 | $5,276,756 |
Expenses. Total of all expenses incurred | 2018-12-31 | $315,106 |
Benefits paid (including direct rollovers) | 2018-12-31 | $9,899 |
Total plan assets at end of year | 2018-12-31 | $13,459,809 |
Total plan assets at beginning of year | 2018-12-31 | $8,970,684 |
Value of fidelity bond covering the plan | 2018-12-31 | $250,000 |
Expenses. Other expenses not covered elsewhere | 2018-12-31 | $305,207 |
Other income received | 2018-12-31 | $4,776,756 |
Net income (gross income less expenses) | 2018-12-31 | $4,961,650 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $1,170,020 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $-3,791,630 |
Assets. Value of employer securities | 2018-12-31 | $13,261,343 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $500,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
2017 : HR&A ADVISORS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k financial data | ||
Total plan liabilities at end of year | 2017-12-31 | $12,762,314 |
Total plan liabilities at beginning of year | 2017-12-31 | $13,439,443 |
Total income from all sources | 2017-12-31 | $7,931,758 |
Expenses. Total of all expenses incurred | 2017-12-31 | $825,581 |
Total plan assets at end of year | 2017-12-31 | $8,970,684 |
Total plan assets at beginning of year | 2017-12-31 | $2,541,636 |
Value of fidelity bond covering the plan | 2017-12-31 | $190,000 |
Expenses. Other expenses not covered elsewhere | 2017-12-31 | $825,581 |
Other income received | 2017-12-31 | $7,431,758 |
Net income (gross income less expenses) | 2017-12-31 | $7,106,177 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $-3,791,630 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $-10,897,807 |
Assets. Value of employer securities | 2017-12-31 | $8,484,586 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $500,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
2016 : HR&A ADVISORS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k financial data | ||
Total plan liabilities at end of year | 2016-12-31 | $13,439,443 |
Total income from all sources | 2016-12-31 | $-12,331,366 |
Expenses. Total of all expenses incurred | 2016-12-31 | $46,345 |
Benefits paid (including direct rollovers) | 2016-12-31 | $40,166 |
Total plan assets at end of year | 2016-12-31 | $2,541,636 |
Total plan assets at beginning of year | 2016-12-31 | $1,479,904 |
Value of fidelity bond covering the plan | 2016-12-31 | $190,000 |
Other income received | 2016-12-31 | $-12,781,366 |
Net income (gross income less expenses) | 2016-12-31 | $-12,377,711 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $-10,897,807 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $1,479,904 |
Assets. Value of employer securities | 2016-12-31 | $1,606,523 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $450,000 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $6,179 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
2015 : HR&A ADVISORS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k financial data | ||
Total income from all sources | 2015-12-31 | $433,855 |
Expenses. Total of all expenses incurred | 2015-12-31 | $13,394 |
Benefits paid (including direct rollovers) | 2015-12-31 | $8,816 |
Total plan assets at end of year | 2015-12-31 | $1,479,904 |
Total plan assets at beginning of year | 2015-12-31 | $1,059,443 |
Value of fidelity bond covering the plan | 2015-12-31 | $500,000 |
Other income received | 2015-12-31 | $-10,438 |
Net income (gross income less expenses) | 2015-12-31 | $420,461 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $1,479,904 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $1,059,443 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $444,293 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $4,578 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
2014 : HR&A ADVISORS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k financial data | ||
Total plan liabilities at beginning of year | 2014-12-31 | $0 |
Total income from all sources | 2014-12-31 | $385,175 |
Expenses. Total of all expenses incurred | 2014-12-31 | $12,103 |
Benefits paid (including direct rollovers) | 2014-12-31 | $9,374 |
Total plan assets at end of year | 2014-12-31 | $1,059,443 |
Total plan assets at beginning of year | 2014-12-31 | $686,371 |
Value of fidelity bond covering the plan | 2014-12-31 | $500,000 |
Other income received | 2014-12-31 | $4,556 |
Net income (gross income less expenses) | 2014-12-31 | $373,072 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $1,059,443 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $686,371 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $380,619 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $2,729 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
2013 : HR&A ADVISORS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k financial data | ||
Total plan liabilities at end of year | 2013-12-31 | $0 |
Total plan liabilities at beginning of year | 2013-12-31 | $0 |
Total income from all sources | 2013-12-31 | $288,141 |
Expenses. Total of all expenses incurred | 2013-12-31 | $6,634 |
Benefits paid (including direct rollovers) | 2013-12-31 | $6,634 |
Total plan assets at end of year | 2013-12-31 | $686,371 |
Total plan assets at beginning of year | 2013-12-31 | $404,864 |
Value of fidelity bond covering the plan | 2013-12-31 | $50,000 |
Other income received | 2013-12-31 | $7,353 |
Net income (gross income less expenses) | 2013-12-31 | $281,507 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $686,371 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $404,864 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $280,788 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
2012 : HR&A ADVISORS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k financial data | ||
Total plan liabilities at end of year | 2012-12-31 | $0 |
Total plan liabilities at beginning of year | 2012-12-31 | $0 |
Total income from all sources | 2012-12-31 | $260,101 |
Expenses. Total of all expenses incurred | 2012-12-31 | $481 |
Benefits paid (including direct rollovers) | 2012-12-31 | $456 |
Total plan assets at end of year | 2012-12-31 | $404,864 |
Total plan assets at beginning of year | 2012-12-31 | $145,244 |
Value of fidelity bond covering the plan | 2012-12-31 | $400,000 |
Other income received | 2012-12-31 | $101 |
Net income (gross income less expenses) | 2012-12-31 | $259,620 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $404,864 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $145,244 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $260,000 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $25 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
2011 : HR&A ADVISORS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k financial data | ||
Total plan liabilities at end of year | 2011-12-31 | $0 |
Total plan liabilities at beginning of year | 2011-12-31 | $0 |
Total income from all sources | 2011-12-31 | $145,244 |
Expenses. Total of all expenses incurred | 2011-12-31 | $0 |
Total plan assets at end of year | 2011-12-31 | $145,244 |
Total plan assets at beginning of year | 2011-12-31 | $0 |
Value of fidelity bond covering the plan | 2011-12-31 | $400,000 |
Net income (gross income less expenses) | 2011-12-31 | $145,244 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $145,244 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $145,244 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
2022: HR&A ADVISORS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2022 form 5500 responses | ||
---|---|---|
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Submission has been amended | Yes |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: HR&A ADVISORS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2021 form 5500 responses | ||
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: HR&A ADVISORS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: HR&A ADVISORS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2019 form 5500 responses | ||
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: HR&A ADVISORS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: HR&A ADVISORS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2017 form 5500 responses | ||
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: HR&A ADVISORS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2016 form 5500 responses | ||
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: HR&A ADVISORS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2015 form 5500 responses | ||
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: HR&A ADVISORS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2014 form 5500 responses | ||
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: HR&A ADVISORS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2013 form 5500 responses | ||
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: HR&A ADVISORS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2012 form 5500 responses | ||
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: HR&A ADVISORS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2011 form 5500 responses | ||
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | First time form 5500 has been submitted | Yes |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |