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403(B) THRIFT PLAN FOR EMPLOYEES OF HOFFMAN HOMES, INC. 401k Plan overview

Plan Name403(B) THRIFT PLAN FOR EMPLOYEES OF HOFFMAN HOMES, INC.
Plan identification number 002

403(B) THRIFT PLAN FOR EMPLOYEES OF HOFFMAN HOMES, INC. Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

HOFFMAN HOMES, INC. has sponsored the creation of one or more 401k plans.

Company Name:HOFFMAN HOMES, INC.
Employer identification number (EIN):232732296
NAIC Classification:623000
NAIC Description: Nursing and Residential Care Facilities

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 403(B) THRIFT PLAN FOR EMPLOYEES OF HOFFMAN HOMES, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022019-01-01
0022018-01-01
0022017-01-01JASON DETTER
0022016-01-01JASON DETTER
0022015-01-01JASON DETTER
0022014-01-01JASON DETTER JASON DETTER2015-10-15
0022013-01-01JASON DETTER JASON DETTER2014-10-14
0022012-01-01JASON DETTER
0022011-01-01JASON DETTER
0022009-01-01AMY TEAL

Plan Statistics for 403(B) THRIFT PLAN FOR EMPLOYEES OF HOFFMAN HOMES, INC.

401k plan membership statisitcs for 403(B) THRIFT PLAN FOR EMPLOYEES OF HOFFMAN HOMES, INC.

Measure Date Value
2022: 403(B) THRIFT PLAN FOR EMPLOYEES OF HOFFMAN HOMES, INC. 2022 401k membership
Total participants, beginning-of-year2022-01-01321
Total number of active participants reported on line 7a of the Form 55002022-01-01163
Number of retired or separated participants receiving benefits2022-01-011
Number of other retired or separated participants entitled to future benefits2022-01-01146
Total of all active and inactive participants2022-01-01310
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-01311
Number of participants with account balances2022-01-01214
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-013
2021: 403(B) THRIFT PLAN FOR EMPLOYEES OF HOFFMAN HOMES, INC. 2021 401k membership
Total participants, beginning-of-year2021-01-01329
Total number of active participants reported on line 7a of the Form 55002021-01-01157
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01158
Total of all active and inactive participants2021-01-01315
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01315
Number of participants with account balances2021-01-01236
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0111
2020: 403(B) THRIFT PLAN FOR EMPLOYEES OF HOFFMAN HOMES, INC. 2020 401k membership
Total participants, beginning-of-year2020-01-01353
Total number of active participants reported on line 7a of the Form 55002020-01-01174
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01155
Total of all active and inactive participants2020-01-01329
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01329
Number of participants with account balances2020-01-01252
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0111
2019: 403(B) THRIFT PLAN FOR EMPLOYEES OF HOFFMAN HOMES, INC. 2019 401k membership
Total participants, beginning-of-year2019-01-01325
Total of all active and inactive participants2019-01-010
Total participants2019-01-010
Total number of active participants reported on line 7a of the Form 55002019-01-01179
Number of retired or separated participants receiving benefits2019-01-0118
Number of other retired or separated participants entitled to future benefits2019-01-01156
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Number of participants with account balances2019-01-01268
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0130
2018: 403(B) THRIFT PLAN FOR EMPLOYEES OF HOFFMAN HOMES, INC. 2018 401k membership
Total participants, beginning-of-year2018-01-01294
Total number of active participants reported on line 7a of the Form 55002018-01-01200
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01125
Total of all active and inactive participants2018-01-01325
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01325
Number of participants with account balances2018-01-01282
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0135
2017: 403(B) THRIFT PLAN FOR EMPLOYEES OF HOFFMAN HOMES, INC. 2017 401k membership
Total participants, beginning-of-year2017-01-01240
Total number of active participants reported on line 7a of the Form 55002017-01-01210
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0184
Total of all active and inactive participants2017-01-01294
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01294
Number of participants with account balances2017-01-01262
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0129
2016: 403(B) THRIFT PLAN FOR EMPLOYEES OF HOFFMAN HOMES, INC. 2016 401k membership
Total participants, beginning-of-year2016-01-01264
Total number of active participants reported on line 7a of the Form 55002016-01-01192
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0148
Total of all active and inactive participants2016-01-01240
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01240
Number of participants with account balances2016-01-01237
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0120
2015: 403(B) THRIFT PLAN FOR EMPLOYEES OF HOFFMAN HOMES, INC. 2015 401k membership
Total participants, beginning-of-year2015-01-01297
Total number of active participants reported on line 7a of the Form 55002015-01-01187
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0177
Total of all active and inactive participants2015-01-01264
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01264
Number of participants with account balances2015-01-01243
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0120
2014: 403(B) THRIFT PLAN FOR EMPLOYEES OF HOFFMAN HOMES, INC. 2014 401k membership
Total participants, beginning-of-year2014-01-01199
Total number of active participants reported on line 7a of the Form 55002014-01-01256
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0141
Total of all active and inactive participants2014-01-01297
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01297
Number of participants with account balances2014-01-0192
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-012
2013: 403(B) THRIFT PLAN FOR EMPLOYEES OF HOFFMAN HOMES, INC. 2013 401k membership
Total participants, beginning-of-year2013-01-01174
Total number of active participants reported on line 7a of the Form 55002013-01-01165
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0134
Total of all active and inactive participants2013-01-01199
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01199
Number of participants with account balances2013-01-0193
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-015
2012: 403(B) THRIFT PLAN FOR EMPLOYEES OF HOFFMAN HOMES, INC. 2012 401k membership
Total participants, beginning-of-year2012-01-01178
Total number of active participants reported on line 7a of the Form 55002012-01-01131
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0143
Total of all active and inactive participants2012-01-01174
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01174
Number of participants with account balances2012-01-0194
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-014
2011: 403(B) THRIFT PLAN FOR EMPLOYEES OF HOFFMAN HOMES, INC. 2011 401k membership
Total participants, beginning-of-year2011-01-01110
Total number of active participants reported on line 7a of the Form 55002011-01-01152
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0126
Total of all active and inactive participants2011-01-01178
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01178
Number of participants with account balances2011-01-01105
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0110
2009: 403(B) THRIFT PLAN FOR EMPLOYEES OF HOFFMAN HOMES, INC. 2009 401k membership
Total participants, beginning-of-year2009-01-01227
Total number of active participants reported on line 7a of the Form 55002009-01-01153
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0138
Total of all active and inactive participants2009-01-01191
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01191
Number of participants with account balances2009-01-01106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0112

Financial Data on 403(B) THRIFT PLAN FOR EMPLOYEES OF HOFFMAN HOMES, INC.

Measure Date Value
2022 : 403(B) THRIFT PLAN FOR EMPLOYEES OF HOFFMAN HOMES, INC. 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-313,619
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$532,122
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$508,022
Value of total corrective distributions2022-12-31$794
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$155,380
Value of total assets at end of year2022-12-31$2,016,827
Value of total assets at beginning of year2022-12-31$2,862,568
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$23,306
Total interest from all sources2022-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$55,607
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$55,607
Administrative expenses professional fees incurred2022-12-31$495
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$120,572
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$13,595
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-845,741
Value of net assets at end of year (total assets less liabilities)2022-12-31$2,016,827
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$2,862,568
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$2,476
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$2,016,827
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$2,862,568
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-524,606
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 contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$21,213
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$508,022
Contract administrator fees2022-12-31$20,335
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 name2022-12-31SMITH ELLIOTT KEARNS & COMPANY, LLC
Accountancy firm EIN2022-12-31520783935
2021 : 403(B) THRIFT PLAN FOR EMPLOYEES OF HOFFMAN HOMES, INC. 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$539,691
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$347,980
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$319,997
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$187,625
Value of total assets at end of year2021-12-31$2,862,568
Value of total assets at beginning of year2021-12-31$2,670,857
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$27,983
Total interest from all sources2021-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$359,217
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$359,217
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$146,789
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$14,169
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$191,711
Value of net assets at end of year (total assets less liabilities)2021-12-31$2,862,568
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$2,670,857
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$2,862,568
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$2,670,857
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$-7,151
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 contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$26,667
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$319,997
Contract administrator fees2021-12-31$27,983
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 name2021-12-31SMITH ELLIOTT KEARNS & COMPANY, LLC
Accountancy firm EIN2021-12-31520783935
2020 : 403(B) THRIFT PLAN FOR EMPLOYEES OF HOFFMAN HOMES, INC. 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$510,735
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$65,049
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$41,507
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$170,155
Value of total assets at end of year2020-12-31$2,670,857
Value of total assets at beginning of year2020-12-31$2,225,171
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$23,542
Total interest from all sources2020-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$78,700
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$78,700
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$143,812
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$445,686
Value of net assets at end of year (total assets less liabilities)2020-12-31$2,670,857
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$2,225,171
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$2,670,857
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$2,225,171
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$261,880
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$26,343
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$41,507
Contract administrator fees2020-12-31$23,542
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31SMITH ELLIOTT KEARNS & COMPANY, LLC
Accountancy firm EIN2020-12-31520783935
2019 : 403(B) THRIFT PLAN FOR EMPLOYEES OF HOFFMAN HOMES, INC. 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$556,082
Total income from all sources (including contributions)2019-12-31$556,082
Total loss/gain on sale of assets2019-12-31$10,487
Total loss/gain on sale of assets2019-12-31$10,487
Total of all expenses incurred2019-12-31$63,150
Total of all expenses incurred2019-12-31$63,150
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$42,664
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$42,664
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$163,500
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$163,500
Value of total assets at end of year2019-12-31$2,225,171
Value of total assets at end of year2019-12-31$2,225,171
Value of total assets at beginning of year2019-12-31$1,732,239
Value of total assets at beginning of year2019-12-31$1,732,239
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$20,486
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$20,486
Total interest from all sources2019-12-31$0
Total interest from all sources2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$56,827
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$56,827
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$56,827
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$56,827
Administrative expenses professional fees incurred2019-12-31$19,869
Administrative expenses professional fees incurred2019-12-31$19,869
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$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
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$136,909
Contributions received from participants2019-12-31$136,909
Other income not declared elsewhere2019-12-31$203
Other income not declared elsewhere2019-12-31$203
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$492,932
Value of net assets at end of year (total assets less liabilities)2019-12-31$2,225,171
Value of net assets at end of year (total assets less liabilities)2019-12-31$2,225,171
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$1,732,239
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$1,732,239
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$617
Investment advisory and management fees2019-12-31$617
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$2,225,171
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$2,225,171
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$1,732,239
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$1,732,239
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$325,065
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$325,065
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$26,591
Contributions received in cash from employer2019-12-31$26,591
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$42,664
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$42,664
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$108,091
Aggregate proceeds on sale of assets2019-12-31$108,091
Aggregate carrying amount (costs) on sale of assets2019-12-31$97,604
Aggregate carrying amount (costs) on sale of assets2019-12-31$97,604
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 name2019-12-31STAMBAUGH NESS PC
Accountancy firm EIN2019-12-31232846715
Accountancy firm EIN2019-12-31232846715
2018 : 403(B) THRIFT PLAN FOR EMPLOYEES OF HOFFMAN HOMES, INC. 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$77,319
Total loss/gain on sale of assets2018-12-31$-12,891
Total of all expenses incurred2018-12-31$91,801
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$72,568
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$206,088
Value of total assets at end of year2018-12-31$1,732,239
Value of total assets at beginning of year2018-12-31$1,746,721
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$19,233
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$58,770
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$58,770
Administrative expenses professional fees incurred2018-12-31$18,675
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$146,943
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$30,000
Other income not declared elsewhere2018-12-31$2,322
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-14,482
Value of net assets at end of year (total assets less liabilities)2018-12-31$1,732,239
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$1,746,721
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$558
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$1,732,239
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$1,746,721
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-176,970
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$29,145
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$72,568
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
Aggregate proceeds on sale of assets2018-12-31$136,103
Aggregate carrying amount (costs) on sale of assets2018-12-31$148,994
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 name2018-12-31STAMBAUGH NESS PC
Accountancy firm EIN2018-12-31232846715
2017 : 403(B) THRIFT PLAN FOR EMPLOYEES OF HOFFMAN HOMES, INC. 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$423,354
Total loss/gain on sale of assets2017-12-31$64,065
Total of all expenses incurred2017-12-31$129,949
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$116,709
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$178,257
Value of total assets at end of year2017-12-31$1,746,721
Value of total assets at beginning of year2017-12-31$1,453,316
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$13,240
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$37,503
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$37,503
Administrative expenses professional fees incurred2017-12-31$12,852
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$149,391
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$293,405
Value of net assets at end of year (total assets less liabilities)2017-12-31$1,746,721
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$1,453,316
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$388
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$1,746,721
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$1,453,316
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$143,529
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$28,866
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$116,709
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
Aggregate proceeds on sale of assets2017-12-31$1,695,471
Aggregate carrying amount (costs) on sale of assets2017-12-31$1,631,406
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 name2017-12-31STAMBAUGH NESS PC
Accountancy firm EIN2017-12-31232846715
2016 : 403(B) THRIFT PLAN FOR EMPLOYEES OF HOFFMAN HOMES, INC. 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$259,407
Total loss/gain on sale of assets2016-12-31$4,683
Total of all expenses incurred2016-12-31$161,061
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$150,915
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$174,566
Value of total assets at end of year2016-12-31$1,453,316
Value of total assets at beginning of year2016-12-31$1,354,970
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$10,146
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$26,652
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$26,652
Administrative expenses professional fees incurred2016-12-31$10,146
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$144,376
Participant contributions at beginning of year2016-12-31$983
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$2,224
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$98,346
Value of net assets at end of year (total assets less liabilities)2016-12-31$1,453,316
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$1,354,970
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$1,453,316
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$1,347,513
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$994
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$994
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$53,506
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$27,966
Employer contributions (assets) at beginning of year2016-12-31$5,480
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$150,915
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
Aggregate proceeds on sale of assets2016-12-31$211,821
Aggregate carrying amount (costs) on sale of assets2016-12-31$207,138
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 name2016-12-31STAMBAUGH NESS PC
Accountancy firm EIN2016-12-31232846715
2015 : 403(B) THRIFT PLAN FOR EMPLOYEES OF HOFFMAN HOMES, INC. 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$140,742
Total loss/gain on sale of assets2015-12-31$12,297
Total of all expenses incurred2015-12-31$169,483
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$165,313
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$160,465
Value of total assets at end of year2015-12-31$1,354,970
Value of total assets at beginning of year2015-12-31$1,383,711
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$4,170
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$96,921
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$96,921
Administrative expenses professional fees incurred2015-12-31$4,170
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 period2015-12-31Yes
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$134,289
Participant contributions at end of year2015-12-31$983
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-28,741
Value of net assets at end of year (total assets less liabilities)2015-12-31$1,354,970
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$1,383,711
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$1,347,513
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$1,349,512
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$994
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$34,199
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-128,941
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$26,176
Employer contributions (assets) at end of year2015-12-31$5,480
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$165,313
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31Yes
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
Aggregate proceeds on sale of assets2015-12-31$1,746,874
Aggregate carrying amount (costs) on sale of assets2015-12-31$1,734,577
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 name2015-12-31STAMBAUGH NESS, PC
Accountancy firm EIN2015-12-31232846715
2014 : 403(B) THRIFT PLAN FOR EMPLOYEES OF HOFFMAN HOMES, INC. 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$185,329
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$86,847
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$85,233
Expenses. Certain deemed distributions of participant loans2014-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$110,837
Value of total assets at end of year2014-12-31$1,383,711
Value of total assets at beginning of year2014-12-31$1,285,229
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$1,614
Total interest from all sources2014-12-31$326
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
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$96,766
Participant contributions at beginning of year2014-12-31$11,995
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$0
Other income not declared elsewhere2014-12-31$0
Administrative expenses (other) incurred2014-12-31$1,614
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$98,482
Value of net assets at end of year (total assets less liabilities)2014-12-31$1,383,711
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$1,285,229
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$1,349,512
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$1,238,401
Interest on participant loans2014-12-31$0
Interest earned on other investments2014-12-31$326
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$34,199
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$30,923
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$0
Net investment gain/loss from pooled separate accounts2014-12-31$74,166
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$14,071
Employer contributions (assets) at beginning of year2014-12-31$3,910
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$85,233
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 name2014-12-31STAMBAUGH NESS, PC
Accountancy firm EIN2014-12-31232846715
2013 : 403(B) THRIFT PLAN FOR EMPLOYEES OF HOFFMAN HOMES, INC. 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
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$345,485
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$140,136
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$138,560
Expenses. Certain deemed distributions of participant loans2013-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$118,185
Value of total assets at end of year2013-12-31$1,285,229
Value of total assets at beginning of year2013-12-31$1,079,880
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$1,576
Total interest from all sources2013-12-31$381
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$106,190
Participant contributions at end of year2013-12-31$11,995
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$0
Other income not declared elsewhere2013-12-31$0
Administrative expenses (other) incurred2013-12-31$1,576
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$205,349
Value of net assets at end of year (total assets less liabilities)2013-12-31$1,285,229
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$1,079,880
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$1,238,401
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$1,039,005
Interest on participant loans2013-12-31$0
Interest earned on other investments2013-12-31$381
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$30,923
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$40,875
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$0
Net investment gain/loss from pooled separate accounts2013-12-31$226,919
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$11,995
Employer contributions (assets) at end of year2013-12-31$3,910
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$138,560
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 name2013-12-31STAMBAUGH NESS PC
Accountancy firm EIN2013-12-31232846715
2012 : 403(B) THRIFT PLAN FOR EMPLOYEES OF HOFFMAN HOMES, INC. 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$204,487
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$89,284
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$86,577
Expenses. Certain deemed distributions of participant loans2012-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$99,914
Value of total assets at end of year2012-12-31$1,079,880
Value of total assets at beginning of year2012-12-31$964,677
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$2,707
Total interest from all sources2012-12-31$915
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$99,914
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$0
Other income not declared elsewhere2012-12-31$0
Administrative expenses (other) incurred2012-12-31$2,707
Total non interest bearing cash at end of year2012-12-31$41
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$115,203
Value of net assets at end of year (total assets less liabilities)2012-12-31$1,079,880
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$964,677
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$1,038,964
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$892,847
Interest on participant loans2012-12-31$0
Interest earned on other investments2012-12-31$915
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$40,875
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$67,696
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$0
Net investment gain/loss from pooled separate accounts2012-12-31$103,658
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$0
Employer contributions (assets) at beginning of year2012-12-31$4,134
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$86,577
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 name2012-12-31STAMBAUGH NESS PC
Accountancy firm EIN2012-12-31232846715
2011 : 403(B) THRIFT PLAN FOR EMPLOYEES OF HOFFMAN HOMES, INC. 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$98,741
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$108,636
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$103,631
Expenses. Certain deemed distributions of participant loans2011-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$116,172
Value of total assets at end of year2011-12-31$964,677
Value of total assets at beginning of year2011-12-31$974,572
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$5,005
Total interest from all sources2011-12-31$1,220
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$475,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$114,083
Participant contributions at end of year2011-12-31$4,134
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$2,089
Administrative expenses (other) incurred2011-12-31$5,005
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-9,895
Value of net assets at end of year (total assets less liabilities)2011-12-31$964,677
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$974,572
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 pooled separate accounts at end of year2011-12-31$892,847
Value of interest in pooled separate accounts at beginning of year2011-12-31$919,090
Interest on participant loans2011-12-31$0
Interest earned on other investments2011-12-31$1,220
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$67,696
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$55,482
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$0
Net investment gain/loss from pooled separate accounts2011-12-31$-18,651
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 contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$103,631
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 name2011-12-31STAMBAUGH NESS PC
Accountancy firm EIN2011-12-31232846715
2010 : 403(B) THRIFT PLAN FOR EMPLOYEES OF HOFFMAN HOMES, INC. 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$253,355
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$220,471
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$214,403
Expenses. Certain deemed distributions of participant loans2010-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$158,442
Value of total assets at end of year2010-12-31$974,572
Value of total assets at beginning of year2010-12-31$941,688
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$6,068
Total interest from all sources2010-12-31$41
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$5,916
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$475,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$47,142
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$111,300
Administrative expenses (other) incurred2010-12-31$152
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$32,884
Value of net assets at end of year (total assets less liabilities)2010-12-31$974,572
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$941,688
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$919,090
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$901,064
Interest on participant loans2010-12-31$0
Interest earned on other investments2010-12-31$41
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$79
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$79
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$55,482
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$40,545
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$0
Net investment gain/loss from pooled separate accounts2010-12-31$94,872
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 contributions2010-12-31Yes
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$214,403
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 name2010-12-31STAMBAUGH NESS
Accountancy firm EIN2010-12-31232846715
2009 : 403(B) THRIFT PLAN FOR EMPLOYEES OF HOFFMAN HOMES, INC. 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for 403(B) THRIFT PLAN FOR EMPLOYEES OF HOFFMAN HOMES, INC.

2022: 403(B) THRIFT PLAN FOR EMPLOYEES OF HOFFMAN HOMES, INC. 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: 403(B) THRIFT PLAN FOR EMPLOYEES OF HOFFMAN HOMES, INC. 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: 403(B) THRIFT PLAN FOR EMPLOYEES OF HOFFMAN HOMES, INC. 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: 403(B) THRIFT PLAN FOR EMPLOYEES OF HOFFMAN HOMES, INC. 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: 403(B) THRIFT PLAN FOR EMPLOYEES OF HOFFMAN HOMES, INC. 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: 403(B) THRIFT PLAN FOR EMPLOYEES OF HOFFMAN HOMES, INC. 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: 403(B) THRIFT PLAN FOR EMPLOYEES OF HOFFMAN HOMES, INC. 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: 403(B) THRIFT PLAN FOR EMPLOYEES OF HOFFMAN HOMES, INC. 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: 403(B) THRIFT PLAN FOR EMPLOYEES OF HOFFMAN HOMES, INC. 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan benefit arrangement – InsuranceYes
2013: 403(B) THRIFT PLAN FOR EMPLOYEES OF HOFFMAN HOMES, INC. 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan benefit arrangement – InsuranceYes
2012: 403(B) THRIFT PLAN FOR EMPLOYEES OF HOFFMAN HOMES, INC. 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: 403(B) THRIFT PLAN FOR EMPLOYEES OF HOFFMAN HOMES, INC. 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: 403(B) THRIFT PLAN FOR EMPLOYEES OF HOFFMAN HOMES, INC. 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

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number058322D
Policy instance 1
Insurance contract or identification number058322D
Number of Individuals Covered0
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Contracts With Unallocated Funds Deposit Administration1
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number058322D
Policy instance 1
Insurance contract or identification number058322D
Number of Individuals Covered93
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $456
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 Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees456
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker namePHILADELPHIA REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number058322D
Policy instance 1
Insurance contract or identification number058322D
Number of Individuals Covered83
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $151
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 Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees151
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker namePHILADELPHIA REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number058322D
Policy instance 1
Insurance contract or identification number058322D
Number of Individuals Covered174
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $151
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 Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees47
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker nameJOHN CIONCI
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number058322D
Policy instance 1
Insurance contract or identification number058322D
Number of Individuals Covered178
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,073
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 Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number27480298
Policy instance 1
Insurance contract or identification number27480298
Number of Individuals Covered0
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $238
Total amount of fees paid to insurance companyUSD $60
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 Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number058322D
Policy instance 2
Insurance contract or identification number058322D
Number of Individuals Covered110
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 Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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