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HVHC, INC. 401(K) SAVINGS PLAN 401k Plan overview

Plan NameHVHC, INC. 401(K) SAVINGS PLAN
Plan identification number 001

HVHC, INC. 401(K) SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

VISIONWORKS OF AMERICA, INC. has sponsored the creation of one or more 401k plans.

Company Name:VISIONWORKS OF AMERICA, INC.
Employer identification number (EIN):251801124
NAIC Classification:446130
NAIC Description:Optical Goods Stores

Additional information about VISIONWORKS OF AMERICA, INC.

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 1984-10-24
Company Identification Number: 0072570400
Legal Registered Office Address: 175 E HOUSTON ST FL 6

SAN ANTONIO
United States of America (USA)
78205

More information about VISIONWORKS OF AMERICA, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HVHC, INC. 401(K) SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01BAMAE M CAVAZOS BAMAE M CAVAZOS2018-10-15
0012016-01-01ROBERT T COX ROBERT T COX2017-10-13
0012015-01-01ROBERT T COX ROBERT T COX2016-10-14
0012014-01-01ROBERT T COX ROBERT T COX2015-10-14
0012013-01-01ROBERT T COX ROBERT T COX2014-10-14
0012012-01-01ROBERT T COX ROBERT T COX2013-10-15
0012011-01-01ROBERT T COX

Plan Statistics for HVHC, INC. 401(K) SAVINGS PLAN

401k plan membership statisitcs for HVHC, INC. 401(K) SAVINGS PLAN

Measure Date Value
2022: HVHC, INC. 401(K) SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-016,068
Total number of active participants reported on line 7a of the Form 55002022-01-016,706
Number of retired or separated participants receiving benefits2022-01-011
Number of other retired or separated participants entitled to future benefits2022-01-01688
Total of all active and inactive participants2022-01-017,395
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-017,395
Number of participants with account balances2022-01-012,875
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0125
2021: HVHC, INC. 401(K) SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-016,072
Total number of active participants reported on line 7a of the Form 55002021-01-015,121
Number of retired or separated participants receiving benefits2021-01-011
Number of other retired or separated participants entitled to future benefits2021-01-01746
Total of all active and inactive participants2021-01-015,868
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-015,868
Number of participants with account balances2021-01-012,901
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0116
2020: HVHC, INC. 401(K) SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-018,210
Total number of active participants reported on line 7a of the Form 55002020-01-015,264
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01739
Total of all active and inactive participants2020-01-016,003
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-016,003
Number of participants with account balances2020-01-012,906
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0111
2019: HVHC, INC. 401(K) SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-017,734
Total number of active participants reported on line 7a of the Form 55002019-01-017,180
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01850
Total of all active and inactive participants2019-01-018,030
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-018
Total participants2019-01-018,038
Number of participants with account balances2019-01-013,265
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0110
2018: HVHC, INC. 401(K) SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-017,801
Total number of active participants reported on line 7a of the Form 55002018-01-016,976
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01620
Total of all active and inactive participants2018-01-017,596
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-013
Total participants2018-01-017,599
Number of participants with account balances2018-01-013,160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0127
2017: HVHC, INC. 401(K) SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-018,116
Total number of active participants reported on line 7a of the Form 55002017-01-017,101
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01566
Total of all active and inactive participants2017-01-017,667
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-014
Total participants2017-01-017,671
Number of participants with account balances2017-01-013,044
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0110
2016: HVHC, INC. 401(K) SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-017,904
Total number of active participants reported on line 7a of the Form 55002016-01-017,086
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01694
Total of all active and inactive participants2016-01-017,780
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-016
Total participants2016-01-017,786
Number of participants with account balances2016-01-013,514
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0118
2015: HVHC, INC. 401(K) SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-017,772
Total number of active participants reported on line 7a of the Form 55002015-01-017,144
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01625
Total of all active and inactive participants2015-01-017,769
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-016
Total participants2015-01-017,775
Number of participants with account balances2015-01-013,327
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0113
2014: HVHC, INC. 401(K) SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-018,615
Total number of active participants reported on line 7a of the Form 55002014-01-016,798
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01692
Total of all active and inactive participants2014-01-017,490
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-016
Total participants2014-01-017,496
Number of participants with account balances2014-01-013,223
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0134
2013: HVHC, INC. 401(K) SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-018,542
Total number of active participants reported on line 7a of the Form 55002013-01-017,568
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01829
Total of all active and inactive participants2013-01-018,397
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-015
Total participants2013-01-018,402
Number of participants with account balances2013-01-013,147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0119
2012: HVHC, INC. 401(K) SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-016,836
Total number of active participants reported on line 7a of the Form 55002012-01-017,584
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01704
Total of all active and inactive participants2012-01-018,288
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-013
Total participants2012-01-018,291
Number of participants with account balances2012-01-012,778
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0126
2011: HVHC, INC. 401(K) SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-017,335
Total number of active participants reported on line 7a of the Form 55002011-01-015,956
Number of other retired or separated participants entitled to future benefits2011-01-01663
Total of all active and inactive participants2011-01-016,619
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-013
Total participants2011-01-016,622
Number of participants with account balances2011-01-012,703
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0116

Financial Data on HVHC, INC. 401(K) SAVINGS PLAN

Measure Date Value
2022 : HVHC, INC. 401(K) SAVINGS PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$809,110
Total income from all sources (including contributions)2022-12-31$-4,098,625
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$12,128,936
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$11,053,647
Expenses. Certain deemed distributions of participant loans2022-12-31$161,443
Value of total corrective distributions2022-12-31$722,780
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$15,777,559
Value of total assets at end of year2022-12-31$138,983,571
Value of total assets at beginning of year2022-12-31$156,020,242
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$191,066
Total interest from all sources2022-12-31$98,583
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$789,512
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$789,512
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,500,000
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$11,643,569
Participant contributions at end of year2022-12-31$2,201,464
Participant contributions at beginning of year2022-12-31$2,045,427
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$957
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$725,550
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$809,110
Other income not declared elsewhere2022-12-31$810,392
Administrative expenses (other) incurred2022-12-31$3,050
Total non interest bearing cash at end of year2022-12-31$211
Total non interest bearing cash at beginning of year2022-12-31$143
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-16,227,561
Value of net assets at end of year (total assets less liabilities)2022-12-31$138,983,571
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$155,211,132
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$63,328,119
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$146,461,090
Value of interest in pooled separate accounts at end of year2022-12-31$5,810,486
Value of interest in pooled separate accounts at beginning of year2022-12-31$6,789,289
Interest on participant loans2022-12-31$98,583
Value of interest in common/collective trusts at end of year2022-12-31$67,643,291
Value of interest in common/collective trusts at beginning of year2022-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-6,276,561
Net investment gain/loss from pooled separate accounts2022-12-31$-1,470,956
Net investment gain or loss from common/collective trusts2022-12-31$-13,827,154
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$3,408,440
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$723,336
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$11,053,647
Contract administrator fees2022-12-31$188,016
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 name2022-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2022-12-31410746749
2021 : HVHC, INC. 401(K) SAVINGS PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$809,110
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$770,019
Total income from all sources (including contributions)2021-12-31$33,943,640
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$16,991,908
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$16,761,521
Expenses. Certain deemed distributions of participant loans2021-12-31$38,920
Value of total corrective distributions2021-12-31$39,091
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$17,031,817
Value of total assets at end of year2021-12-31$156,020,242
Value of total assets at beginning of year2021-12-31$139,029,419
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$152,376
Total interest from all sources2021-12-31$121,352
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$882,691
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$882,691
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,500,000
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$10,891,957
Participant contributions at end of year2021-12-31$2,045,427
Participant contributions at beginning of year2021-12-31$2,302,309
Participant contributions at end of year2021-12-31$957
Participant contributions at beginning of year2021-12-31$370,177
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$1,634,174
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$809,110
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$770,019
Administrative expenses (other) incurred2021-12-31$152,376
Total non interest bearing cash at end of year2021-12-31$143
Total non interest bearing cash at beginning of year2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$16,951,732
Value of net assets at end of year (total assets less liabilities)2021-12-31$155,211,132
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$138,259,400
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$146,461,090
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$130,233,456
Value of interest in pooled separate accounts at end of year2021-12-31$6,789,289
Value of interest in pooled separate accounts at beginning of year2021-12-31$5,826,640
Interest on participant loans2021-12-31$121,352
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$4,494,541
Net investment gain/loss from pooled separate accounts2021-12-31$1,149,589
Net investment gain or loss from common/collective trusts2021-12-31$10,263,650
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$4,505,686
Employer contributions (assets) at end of year2021-12-31$723,336
Employer contributions (assets) at beginning of year2021-12-31$296,837
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$16,761,521
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 name2021-12-31ADKF, P.C.
Accountancy firm EIN2021-12-31742606559
2020 : HVHC, INC. 401(K) SAVINGS PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$770,019
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$21,466,844
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$22,613,402
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$21,332,251
Expenses. Certain deemed distributions of participant loans2020-12-31$7,391
Value of total corrective distributions2020-12-31$1,013,006
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$12,367,661
Value of total assets at end of year2020-12-31$139,029,419
Value of total assets at beginning of year2020-12-31$139,405,958
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$260,754
Total interest from all sources2020-12-31$117,129
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,157,774
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$1,157,774
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,500,000
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$9,736,030
Participant contributions at end of year2020-12-31$2,302,309
Participant contributions at beginning of year2020-12-31$2,488,857
Participant contributions at end of year2020-12-31$370,177
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$544,078
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$770,019
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$0
Other income not declared elsewhere2020-12-31$283,911
Administrative expenses (other) incurred2020-12-31$260,754
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$-1,146,558
Value of net assets at end of year (total assets less liabilities)2020-12-31$138,259,400
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$139,405,958
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$130,233,456
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$80,742,924
Value of interest in pooled separate accounts at end of year2020-12-31$5,826,640
Value of interest in pooled separate accounts at beginning of year2020-12-31$0
Interest on participant loans2020-12-31$117,129
Value of interest in common/collective trusts at end of year2020-12-31$0
Value of interest in common/collective trusts at beginning of year2020-12-31$56,174,177
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$5,250,337
Net investment gain/loss from pooled separate accounts2020-12-31$847,008
Net investment gain or loss from common/collective trusts2020-12-31$1,443,024
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$2,087,553
Employer contributions (assets) at end of year2020-12-31$296,837
Employer contributions (assets) at beginning of year2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$21,332,251
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 name2020-12-31ADKF, P.C.
Accountancy firm EIN2020-12-31742606559
2019 : HVHC, INC. 401(K) SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$173,499
Total transfer of assets from this plan2019-12-31$13,683
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 income from all sources (including contributions)2019-12-31$41,179,849
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$13,084,816
Total of all expenses incurred2019-12-31$13,084,816
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$12,138,075
Expenses. Certain deemed distributions of participant loans2019-12-31$-4,950
Value of total corrective distributions2019-12-31$696,691
Value of total corrective distributions2019-12-31$696,691
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$16,055,612
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$16,055,612
Value of total assets at end of year2019-12-31$139,405,958
Value of total assets at end of year2019-12-31$139,405,958
Value of total assets at beginning of year2019-12-31$111,151,109
Value of total assets at beginning of year2019-12-31$111,151,109
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$255,000
Total interest from all sources2019-12-31$145,013
Total interest from all sources2019-12-31$145,013
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,824,672
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,824,672
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,824,672
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,824,672
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,500,000
Value of fidelity bond cover2019-12-31$1,500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$11,027,238
Contributions received from participants2019-12-31$11,027,238
Participant contributions at end of year2019-12-31$2,488,857
Participant contributions at end of year2019-12-31$2,488,857
Participant contributions at beginning of year2019-12-31$2,696,486
Participant contributions at beginning of year2019-12-31$2,696,486
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$958,737
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$958,737
Other income not declared elsewhere2019-12-31$56,547
Other income not declared elsewhere2019-12-31$56,547
Administrative expenses (other) incurred2019-12-31$255,000
Administrative expenses (other) incurred2019-12-31$255,000
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at end of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$28,095,033
Value of net assets at end of year (total assets less liabilities)2019-12-31$139,405,958
Value of net assets at end of year (total assets less liabilities)2019-12-31$139,405,958
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$111,151,109
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$111,151,109
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$80,742,924
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$80,742,924
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$62,954,882
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$62,954,882
Interest on participant loans2019-12-31$145,013
Interest on participant loans2019-12-31$145,013
Value of interest in common/collective trusts at end of year2019-12-31$56,174,177
Value of interest in common/collective trusts at beginning of year2019-12-31$45,499,741
Value of interest in common/collective trusts at beginning of year2019-12-31$45,499,741
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$12,806,500
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$12,806,500
Net investment gain or loss from common/collective trusts2019-12-31$10,291,505
Net investment gain or loss from common/collective trusts2019-12-31$10,291,505
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$4,069,637
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$12,138,075
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$12,138,075
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31AKIN, DOHERTY, KLEIN & FEUGE, P.C.
Accountancy firm EIN2019-12-31742606559
Accountancy firm EIN2019-12-31742606559
2018 : HVHC, INC. 401(K) SAVINGS PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$491,408
Total transfer of assets from this plan2018-12-31$59,720
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$790,334
Total income from all sources (including contributions)2018-12-31$8,295,408
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$10,121,189
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$9,429,161
Expenses. Certain deemed distributions of participant loans2018-12-31$-15,076
Value of total corrective distributions2018-12-31$484,910
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$13,780,166
Value of total assets at end of year2018-12-31$111,151,109
Value of total assets at beginning of year2018-12-31$113,335,536
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$222,194
Total interest from all sources2018-12-31$112,898
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,420,850
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$1,420,850
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,500,000
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$9,390,018
Participant contributions at end of year2018-12-31$2,696,486
Participant contributions at beginning of year2018-12-31$1,966,733
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$1,236,494
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$790,334
Other income not declared elsewhere2018-12-31$7,824
Administrative expenses (other) incurred2018-12-31$222,194
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,825,781
Value of net assets at end of year (total assets less liabilities)2018-12-31$111,151,109
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$112,545,202
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$62,954,882
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$73,631,418
Interest on participant loans2018-12-31$112,898
Value of interest in common/collective trusts at end of year2018-12-31$45,499,741
Value of interest in common/collective trusts at beginning of year2018-12-31$37,482,582
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-4,840,651
Net investment gain or loss from common/collective trusts2018-12-31$-2,185,679
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$3,153,654
Employer contributions (assets) at beginning of year2018-12-31$254,803
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$9,429,161
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31AKIN, DOHERTY, KLEIN & FEUGE, P.C.
Accountancy firm EIN2018-12-31742606559
2017 : HVHC, INC. 401(K) SAVINGS PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$2,884
Total transfer of assets from this plan2017-12-31$36,353,375
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$790,334
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$467,172
Total income from all sources (including contributions)2017-12-31$38,621,423
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$14,900,041
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$13,740,540
Expenses. Certain deemed distributions of participant loans2017-12-31$3,676
Value of total corrective distributions2017-12-31$790,334
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$17,597,192
Value of total assets at end of year2017-12-31$113,335,536
Value of total assets at beginning of year2017-12-31$125,641,483
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$365,491
Total interest from all sources2017-12-31$120,457
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,334,470
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$1,334,470
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,500,000
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$11,945,470
Participant contributions at end of year2017-12-31$1,966,733
Participant contributions at beginning of year2017-12-31$2,798,938
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$1,059,319
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$790,334
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$467,172
Other income not declared elsewhere2017-12-31$1,385
Administrative expenses (other) incurred2017-12-31$365,491
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$23,721,382
Value of net assets at end of year (total assets less liabilities)2017-12-31$112,545,202
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$125,174,311
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$73,631,418
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$83,078,461
Interest on participant loans2017-12-31$120,457
Value of interest in common/collective trusts at end of year2017-12-31$37,482,582
Value of interest in common/collective trusts at beginning of year2017-12-31$39,562,204
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$13,963,082
Net investment gain or loss from common/collective trusts2017-12-31$5,604,837
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$4,592,403
Employer contributions (assets) at end of year2017-12-31$254,803
Employer contributions (assets) at beginning of year2017-12-31$201,880
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$13,740,540
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31AKIN, DOHERTY, KLEIN & FEUGE, P.C.
Accountancy firm EIN2017-12-31742606559
2016 : HVHC, INC. 401(K) SAVINGS PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets from this plan2016-12-31$41,268
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$467,172
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$642,639
Total income from all sources (including contributions)2016-12-31$24,585,277
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$10,499,922
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$9,709,922
Expenses. Certain deemed distributions of participant loans2016-12-31$30,341
Value of total corrective distributions2016-12-31$463,938
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$16,371,699
Value of total assets at end of year2016-12-31$125,641,483
Value of total assets at beginning of year2016-12-31$111,772,863
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$295,721
Total interest from all sources2016-12-31$108,374
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$1,287,563
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,500,000
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$11,023,850
Participant contributions at end of year2016-12-31$2,798,938
Participant contributions at beginning of year2016-12-31$2,587,685
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$1,187,218
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$467,172
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$642,639
Other income not declared elsewhere2016-12-31$76,723
Administrative expenses (other) incurred2016-12-31$295,721
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$14,085,355
Value of net assets at end of year (total assets less liabilities)2016-12-31$125,174,311
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$111,130,224
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$83,078,461
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$74,940,548
Interest on participant loans2016-12-31$108,374
Value of interest in common/collective trusts at end of year2016-12-31$39,562,204
Value of interest in common/collective trusts at beginning of year2016-12-31$34,082,488
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$2,856,754
Net investment gain or loss from common/collective trusts2016-12-31$3,884,164
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$4,160,631
Employer contributions (assets) at end of year2016-12-31$201,880
Employer contributions (assets) at beginning of year2016-12-31$162,142
Income. Dividends from common stock2016-12-31$1,287,563
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$9,709,922
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31AKIN, DOHERTY, KLEIN & FEUGE, P.C.
Accountancy firm EIN2016-12-31742606559
2015 : HVHC, INC. 401(K) SAVINGS PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$-592
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$642,639
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$15,002,818
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$14,749,220
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$13,347,713
Expenses. Certain deemed distributions of participant loans2015-12-31$954
Value of total corrective distributions2015-12-31$1,113,634
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$14,589,436
Value of total assets at end of year2015-12-31$111,772,863
Value of total assets at beginning of year2015-12-31$110,877,218
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$286,919
Total interest from all sources2015-12-31$106,688
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$1,219,980
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$1,219,980
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$10,203,681
Participant contributions at end of year2015-12-31$2,587,685
Participant contributions at beginning of year2015-12-31$2,465,501
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$376,164
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$642,639
Other income not declared elsewhere2015-12-31$2,920
Administrative expenses (other) incurred2015-12-31$286,919
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$253,598
Value of net assets at end of year (total assets less liabilities)2015-12-31$111,130,224
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$110,877,218
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$74,940,548
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$74,990,787
Interest on participant loans2015-12-31$106,688
Value of interest in common/collective trusts at end of year2015-12-31$34,082,488
Value of interest in common/collective trusts at beginning of year2015-12-31$33,420,930
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-1,015,657
Net investment gain or loss from common/collective trusts2015-12-31$99,451
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$4,009,591
Employer contributions (assets) at end of year2015-12-31$162,142
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$13,347,713
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31AKIN, DOHERTY, KLIEN & FEUGE, P.C.
Accountancy firm EIN2015-12-31742606559
2014 : HVHC, INC. 401(K) SAVINGS PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$3,074
Total income from all sources (including contributions)2014-12-31$19,665,167
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$18,245,433
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$16,937,380
Expenses. Certain deemed distributions of participant loans2014-12-31$19,158
Value of total corrective distributions2014-12-31$985,255
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$13,023,273
Value of total assets at end of year2014-12-31$110,877,218
Value of total assets at beginning of year2014-12-31$109,460,558
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$303,640
Total interest from all sources2014-12-31$92,884
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$5,612,651
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$5,612,651
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,500,000
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$9,067,180
Participant contributions at end of year2014-12-31$2,465,501
Participant contributions at beginning of year2014-12-31$2,029,132
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$609,621
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$3,074
Other income not declared elsewhere2014-12-31$20,786
Administrative expenses (other) incurred2014-12-31$303,640
Total non interest bearing cash at beginning of year2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$1,419,734
Value of net assets at end of year (total assets less liabilities)2014-12-31$110,877,218
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$109,457,484
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$74,990,787
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$69,461,239
Interest on participant loans2014-12-31$92,884
Value of interest in common/collective trusts at end of year2014-12-31$33,420,930
Value of interest in common/collective trusts at beginning of year2014-12-31$37,970,187
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-1,666,706
Net investment gain or loss from common/collective trusts2014-12-31$2,582,279
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$3,346,472
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$16,937,380
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 name2014-12-31AKIN, DOHERTY, KLIEIN & FEUGE, P.C.
Accountancy firm EIN2014-12-31742606559
2013 : HVHC, INC. 401(K) SAVINGS PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets from this plan2013-12-31$20,704
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$3,074
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$496
Total income from all sources (including contributions)2013-12-31$30,037,452
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$14,605,685
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$12,559,330
Expenses. Certain deemed distributions of participant loans2013-12-31$338,990
Value of total corrective distributions2013-12-31$1,410,519
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$12,822,050
Value of total assets at end of year2013-12-31$109,460,558
Value of total assets at beginning of year2013-12-31$94,046,917
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$296,846
Total interest from all sources2013-12-31$93,429
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$6,128,472
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$6,128,472
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$15,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$8,900,668
Participant contributions at end of year2013-12-31$2,029,132
Participant contributions at beginning of year2013-12-31$2,259,697
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$667,890
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$3,074
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$496
Other income not declared elsewhere2013-12-31$38,795
Administrative expenses (other) incurred2013-12-31$296,846
Total non interest bearing cash at end of year2013-12-31$0
Total non interest bearing cash at beginning of year2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$15,431,767
Value of net assets at end of year (total assets less liabilities)2013-12-31$109,457,484
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$94,046,421
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$69,461,239
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$60,867,296
Interest on participant loans2013-12-31$93,429
Value of interest in common/collective trusts at end of year2013-12-31$37,970,187
Value of interest in common/collective trusts at beginning of year2013-12-31$30,919,924
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$5,143,470
Net investment gain or loss from common/collective trusts2013-12-31$5,811,236
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 contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$3,253,492
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$12,559,330
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 name2013-12-31AKIN, DOHERTY, KLEIN & FEUGE, P.C.
Accountancy firm EIN2013-12-31742606559
2012 : HVHC, INC. 401(K) SAVINGS PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total transfer of assets to this plan2012-12-31$2,011
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$496
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$21,887,044
Total loss/gain on sale of assets2012-12-31$13,554
Total of all expenses incurred2012-12-31$12,907,232
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$11,382,454
Expenses. Certain deemed distributions of participant loans2012-12-31$499,218
Value of total corrective distributions2012-12-31$805,602
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$12,068,310
Value of total assets at end of year2012-12-31$94,046,917
Value of total assets at beginning of year2012-12-31$85,064,598
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$219,958
Total interest from all sources2012-12-31$96,604
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$4,012,117
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$4,012,117
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$15,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$8,203,147
Participant contributions at end of year2012-12-31$2,259,697
Participant contributions at beginning of year2012-12-31$2,695,637
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$750,392
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$496
Other income not declared elsewhere2012-12-31$-13,345
Administrative expenses (other) incurred2012-12-31$219,958
Total non interest bearing cash at end of year2012-12-31$0
Total non interest bearing cash at beginning of year2012-12-31$14,900
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$8,979,812
Value of net assets at end of year (total assets less liabilities)2012-12-31$94,046,421
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$85,064,598
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$60,867,296
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$68,090,373
Interest on participant loans2012-12-31$96,604
Value of interest in common/collective trusts at end of year2012-12-31$30,919,924
Value of interest in common/collective trusts at beginning of year2012-12-31$14,263,688
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$3,288,002
Net investment gain or loss from common/collective trusts2012-12-31$2,421,802
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 contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$3,114,771
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$11,382,454
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
Aggregate proceeds on sale of assets2012-12-31$19,746,920
Aggregate carrying amount (costs) on sale of assets2012-12-31$19,733,366
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 name2012-12-31AKIN, DOHERTY, KLEIN & FEUGE, P.C.
Accountancy firm EIN2012-12-31742606559
2011 : HVHC, INC. 401(K) SAVINGS PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total transfer of assets to this plan2011-12-31$97,987,778
Total transfer of assets from this plan2011-12-31$17,406,184
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$11,650,657
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$7,167,653
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$6,613,832
Expenses. Certain deemed distributions of participant loans2011-12-31$277,328
Value of total corrective distributions2011-12-31$108,227
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$11,091,184
Value of total assets at end of year2011-12-31$85,064,598
Value of total assets at beginning of year2011-12-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$168,266
Total interest from all sources2011-12-31$105,734
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$661,527
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$661,527
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$15,000,000
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$7,520,654
Participant contributions at end of year2011-12-31$2,695,637
Participant contributions at beginning of year2011-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$484,372
Other income not declared elsewhere2011-12-31$105,388
Administrative expenses (other) incurred2011-12-31$168,266
Total non interest bearing cash at end of year2011-12-31$14,900
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$4,483,004
Value of net assets at end of year (total assets less liabilities)2011-12-31$85,064,598
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$68,090,373
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$0
Interest on participant loans2011-12-31$105,688
Value of interest in common/collective trusts at end of year2011-12-31$14,263,688
Value of interest in common/collective trusts at beginning of year2011-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$46
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-367,941
Net investment gain or loss from common/collective trusts2011-12-31$54,765
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$3,086,158
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$6,613,832
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 name2011-12-31AKIN, DOHERTY, KLEIN & FEUGE, PC
Accountancy firm EIN2011-12-31742606559

Form 5500 Responses for HVHC, INC. 401(K) SAVINGS PLAN

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

Insurance Providers Used on plan

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number075609
Policy instance 1
Insurance contract or identification number075609
Number of Individuals Covered7395
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number075609
Policy instance 1
Insurance contract or identification number075609
Number of Individuals Covered5868
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number075609
Policy instance 1
Insurance contract or identification number075609
Number of Individuals Covered6003
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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

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