401k Plan data: HARTFIELD, TITUS & DONNELLY, LLC 401K PLAN plan

HARTFIELD, TITUS & DONNELLY, LLC 401K PLAN 401k Plan overview

Plan Name	HARTFIELD, TITUS & DONNELLY, LLC 401K PLAN
Plan identification number	002

HARTFIELD, TITUS & DONNELLY, LLC 401K PLAN Benefits

401k Plan Type

Defined 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.
Participant-directed brokerage accounts provided as an investment option under the plan.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

HARTFIELD, TITUS & DONNELLY, LLC has sponsored the creation of one or more 401k plans.

Company Name: HARTFIELD, TITUS & DONNELLY, LLC

Employer identification number (EIN): 223681421

NAIC Classification: 523900

Additional information about HARTFIELD, TITUS & DONNELLY, LLC

Jurisdiction of Incorporation: Texas Secretary of State

Incorporation Date: 1999-12-23

Company Identification Number: 0706067423

Legal Registered Office Address: 111 TOWN SQUARE PL STE 1500

JERSEY CITY
United States of America (USA)
07310

More information about HARTFIELD, TITUS & DONNELLY, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HARTFIELD, TITUS & DONNELLY, LLC 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2024-01-01 ANTHONY M. WARD ESQ.
002 2023-01-01 ERISA FIDUCIARY SERVICES 2024-05-09
002 2022-01-01 MICHAEL GEORGE 2023-09-25 MICHAEL GEORGE 2023-09-25
002 2021-01-01 MICHAEL GEORGE 2022-09-16 MICHAEL GEORGE 2022-09-16
002 2020-01-01 EDWARD SMITH 2021-10-06 MICHAEL GEORGE 2021-10-06
002 2019-01-01 MIKE3384HTD 2020-07-29 MIKE3384HTD 2020-07-29
002 2018-01-01 MICHAEL GEORGE 2019-07-31 MICHAEL GEORGE 2019-07-31
002 2017-01-01 MICHAEL GEORGE 2018-09-07 RONALD A. PURPORA 2018-09-07
002 2016-01-01 EDWARD SMITH 2017-07-20 MICHAEL GEORGE 2017-07-20
002 2015-01-01 MICHAEL GEORGE MICHAEL GEORGE 2016-09-29
002 2014-01-01 EDWARD J SMITH MICHAEL T GEORGE 2015-07-09
002 2013-01-01 EDWARD J SMITH MICHAEL T GEORGE 2014-06-27
002 2012-01-01 MICHAEL GEORGE MICHAEL GEORGE 2013-08-29
002 2011-01-01 MICHAEL GEORGE
002 2009-01-01 MICHAEL GEORGE

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2024-01-01	ANTHONY M. WARD ESQ.
002	2023-01-01	ERISA FIDUCIARY SERVICES	2024-05-09
002	2022-01-01	MICHAEL GEORGE	2023-09-25	MICHAEL GEORGE	2023-09-25
002	2021-01-01	MICHAEL GEORGE	2022-09-16	MICHAEL GEORGE	2022-09-16
002	2020-01-01	EDWARD SMITH	2021-10-06	MICHAEL GEORGE	2021-10-06
002	2019-01-01	MIKE3384HTD	2020-07-29	MIKE3384HTD	2020-07-29
002	2018-01-01	MICHAEL GEORGE	2019-07-31	MICHAEL GEORGE	2019-07-31
002	2017-01-01	MICHAEL GEORGE	2018-09-07	RONALD A. PURPORA	2018-09-07
002	2016-01-01	EDWARD SMITH	2017-07-20	MICHAEL GEORGE	2017-07-20
002	2015-01-01	MICHAEL GEORGE		MICHAEL GEORGE	2016-09-29
002	2014-01-01	EDWARD J SMITH		MICHAEL T GEORGE	2015-07-09
002	2013-01-01	EDWARD J SMITH		MICHAEL T GEORGE	2014-06-27
002	2012-01-01	MICHAEL GEORGE		MICHAEL GEORGE	2013-08-29
002	2011-01-01	MICHAEL GEORGE
002	2009-01-01	MICHAEL GEORGE

Financial Data on HARTFIELD, TITUS & DONNELLY, LLC 401K PLAN

Measure	Date	Value
2024 : HARTFIELD, TITUS & DONNELLY, LLC 401K PLAN 2024 401k financial data
Total transfers to/from plan in this plan year	2024-05-09	0
Total liabilities as of the end of the plan year	2024-05-09	0
Total liabilities as of the beginning of the plan year	2024-05-09	0
Total expenses incurred by plan in this plan year	2024-05-09	1031442
Net assets as of the end of the plan year	2024-05-09	24699225
Total assets as of the beginning of the plan year	2024-05-09	20688460
Participant contributions to plan in this plan year	2024-05-09	661223
Value of participant loans at end of plan year	2024-05-09	199997
Other expenses paid from plan in this plan year	2024-05-09	0
Other contributions to plan in this plan year	2024-05-09	0
Other income to plan in this plan year	2024-05-09	4380984
Plan net income in this plan year	2024-05-09	4010765
Net assets as of the end of the plan year	2024-05-09	24699225
Net assets as of the beginning of the plan year	2024-05-09	20688460
Employer contributions to plan in this plan year	2024-05-09	0
Expensese paid to adminstrative service provicers from plan in this plan year	2024-05-09	26961
2022 : HARTFIELD, TITUS & DONNELLY, LLC 401K PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year	2022-09-16	909611
Net assets as of the end of the plan year	2022-09-16	27500769
Total assets as of the beginning of the plan year	2022-09-16	23579993
Value of plan covered by a fidelity bond	2022-09-16	700000
Participant contributions to plan in this plan year	2022-09-16	647274
Value of participant loans at end of plan year	2022-09-16	186592
Other contributions to plan in this plan year	2022-09-16	4164
Other income to plan in this plan year	2022-09-16	4178949
Plan net income in this plan year	2022-09-16	3920776
Net assets as of the end of the plan year	2022-09-16	27500769
Net assets as of the beginning of the plan year	2022-09-16	23579993
Expensese paid to adminstrative service provicers from plan in this plan year	2022-09-16	4048
2015 : HARTFIELD, TITUS & DONNELLY, LLC 401K PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$975,946
Expenses. Total of all expenses incurred	2015-12-31	$423,709
Benefits paid (including direct rollovers)	2015-12-31	$422,808
Total plan assets at end of year	2015-12-31	$14,172,825
Total plan assets at beginning of year	2015-12-31	$13,620,588
Value of fidelity bond covering the plan	2015-12-31	$500,000
Total contributions received or receivable from participants	2015-12-31	$683,277
Contributions received from other sources (not participants or employers)	2015-12-31	$336,315
Other income received	2015-12-31	$-43,646
Net income (gross income less expenses)	2015-12-31	$552,237
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$14,172,825
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$13,620,588
Assets. Value of participant loans	2015-12-31	$238,892
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$901
2014 : HARTFIELD, TITUS & DONNELLY, LLC 401K PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$1,444,196
Expenses. Total of all expenses incurred	2014-12-31	$46,467
Benefits paid (including direct rollovers)	2014-12-31	$38,256
Total plan assets at end of year	2014-12-31	$13,620,588
Total plan assets at beginning of year	2014-12-31	$12,222,859
Value of fidelity bond covering the plan	2014-12-31	$500,000
Total contributions received or receivable from participants	2014-12-31	$586,235
Expenses. Other expenses not covered elsewhere	2014-12-31	$650
Other income received	2014-12-31	$857,961
Net income (gross income less expenses)	2014-12-31	$1,397,729
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$13,620,588
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$12,222,859
Assets. Value of participant loans	2014-12-31	$136,680
Value of corrective distributions	2014-12-31	$7,561
2013 : HARTFIELD, TITUS & DONNELLY, LLC 401K PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$2,872,660
Expenses. Total of all expenses incurred	2013-12-31	$688,648
Benefits paid (including direct rollovers)	2013-12-31	$688,298
Total plan assets at end of year	2013-12-31	$12,222,859
Total plan assets at beginning of year	2013-12-31	$10,038,847
Value of fidelity bond covering the plan	2013-12-31	$500,000
Total contributions received or receivable from participants	2013-12-31	$550,427
Other income received	2013-12-31	$2,322,233
Net income (gross income less expenses)	2013-12-31	$2,184,012
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$12,222,859
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$10,038,847
Assets. Value of participant loans	2013-12-31	$120,495
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$350
2012 : HARTFIELD, TITUS & DONNELLY, LLC 401K PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$2,012,441
Expenses. Total of all expenses incurred	2012-12-31	$745,403
Benefits paid (including direct rollovers)	2012-12-31	$744,693
Total plan assets at end of year	2012-12-31	$10,038,847
Total plan assets at beginning of year	2012-12-31	$8,771,809
Value of fidelity bond covering the plan	2012-12-31	$500,000
Total contributions received or receivable from participants	2012-12-31	$591,117
Contributions received from other sources (not participants or employers)	2012-12-31	$228,769
Other income received	2012-12-31	$1,192,555
Net income (gross income less expenses)	2012-12-31	$1,267,038
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$10,038,847
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$8,771,809
Assets. Value of participant loans	2012-12-31	$177,250
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$710
2011 : HARTFIELD, TITUS & DONNELLY, LLC 401K PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$327,906
Expenses. Total of all expenses incurred	2011-12-31	$450,400
Benefits paid (including direct rollovers)	2011-12-31	$450,080
Total plan assets at end of year	2011-12-31	$8,771,809
Total plan assets at beginning of year	2011-12-31	$8,894,303
Value of fidelity bond covering the plan	2011-12-31	$500,000
Total contributions received or receivable from participants	2011-12-31	$604,591
Other income received	2011-12-31	$-276,685
Net income (gross income less expenses)	2011-12-31	$-122,494
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$8,771,809
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$8,894,303
Assets. Value of participant loans	2011-12-31	$182,040
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$320
2010 : HARTFIELD, TITUS & DONNELLY, LLC 401K PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$1,763,375
Expenses. Total of all expenses incurred	2010-12-31	$238,928
Benefits paid (including direct rollovers)	2010-12-31	$238,388
Total plan assets at end of year	2010-12-31	$8,894,303
Total plan assets at beginning of year	2010-12-31	$7,369,856
Value of fidelity bond covering the plan	2010-12-31	$500,000
Total contributions received or receivable from participants	2010-12-31	$618,149
Contributions received from other sources (not participants or employers)	2010-12-31	$61,014
Other income received	2010-12-31	$1,084,212
Net income (gross income less expenses)	2010-12-31	$1,524,447
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$8,894,303
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$7,369,856
Assets. Value of participant loans	2010-12-31	$195,052
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$540
2009 : HARTFIELD, TITUS & DONNELLY, LLC 401K PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for HARTFIELD, TITUS & DONNELLY, LLC 401K PLAN

2015: HARTFIELD, TITUS & DONNELLY, LLC 401K 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 – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: HARTFIELD, TITUS & DONNELLY, LLC 401K 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 – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: HARTFIELD, TITUS & DONNELLY, LLC 401K 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 – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: HARTFIELD, TITUS & DONNELLY, LLC 401K 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 – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: HARTFIELD, TITUS & DONNELLY, LLC 401K PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
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 – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: HARTFIELD, TITUS & DONNELLY, LLC 401K PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number	ZH9833
Policy instance	1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number	PHZ573
Policy instance	1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number	ZH9833
Policy instance	2
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number	PHZ573
Policy instance	1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number	PHZ573
Policy instance	1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number	PHZ573
Policy instance	1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number	PHZ573
Policy instance	1

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Company Name:	HARTFIELD, TITUS & DONNELLY, LLC
Employer identification number (EIN):	223681421
NAIC Classification:	523900

Jurisdiction of Incorporation:	Texas Secretary of State
Incorporation Date:	1999-12-23
Company Identification Number:	0706067423
Legal Registered Office Address:	111 TOWN SQUARE PL STE 1500 JERSEY CITY United States of America (USA) 07310