401k Plan data: W. HARE & SON, INC. 401(K) PLAN plan

W. HARE & SON, INC. 401(K) PLAN 401k Plan overview

Plan Name	W. HARE & SON, INC. 401(K) PLAN
Plan identification number	001

W. HARE & SON, INC. 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
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

W. HARE & SONS, INC. has sponsored the creation of one or more 401k plans.

Company Name: W. HARE & SONS, INC.

Employer identification number (EIN): 350365820

NAIC Classification: 441110
NAIC Description: New Car Dealers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan W. HARE & SON, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2017-01-01 COURTNEY COLE
001 2016-01-01 COURTNEY COLE
001 2015-01-01 COURTNEY COLE
001 2014-01-01 COURTNEY COLE
001 2013-01-01 COURTNEY COLE, PRESIDENT
001 2012-01-01 COURTNEY COX COLE, PRESIDENT
001 2011-01-01 COURTNEY COX COLE, PRESIDENT
001 2009-01-01 COURTNEY COLE COURTNEY COLE 2010-10-14
001 2009-01-01 COURTNEY COLE COURTNEY COLE 2010-10-14
001 2009-01-01 COURTNEY COLE COURTNEY COLE 2011-05-06

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2017-01-01	COURTNEY COLE
001	2016-01-01	COURTNEY COLE
001	2015-01-01	COURTNEY COLE
001	2014-01-01	COURTNEY COLE
001	2013-01-01	COURTNEY COLE, PRESIDENT
001	2012-01-01	COURTNEY COX COLE, PRESIDENT
001	2011-01-01	COURTNEY COX COLE, PRESIDENT
001	2009-01-01	COURTNEY COLE	COURTNEY COLE	2010-10-14
001	2009-01-01	COURTNEY COLE	COURTNEY COLE	2010-10-14
001	2009-01-01	COURTNEY COLE	COURTNEY COLE	2011-05-06

Plan Statistics for W. HARE & SON, INC. 401(K) PLAN

401k plan membership statisitcs for W. HARE & SON, INC. 401(K) PLAN

Measure Date Value
2017: W. HARE & SON, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 230
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 0
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 0
Total of all active and inactive participants 2017-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 0
Number of participants with account balances 2017-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: W. HARE & SON, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 249
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 190
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 40
Total of all active and inactive participants 2016-01-01 230
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 230
Number of participants with account balances 2016-01-01 205
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: W. HARE & SON, INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 217
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 190
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 59
Total of all active and inactive participants 2015-01-01 249
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 249
Number of participants with account balances 2015-01-01 210
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 14
2014: W. HARE & SON, INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 198
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 178
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 39
Total of all active and inactive participants 2014-01-01 217
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 217
Number of participants with account balances 2014-01-01 174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 17
2013: W. HARE & SON, INC. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 193
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 158
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 40
Total of all active and inactive participants 2013-01-01 198
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 198
Number of participants with account balances 2013-01-01 157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 16
2012: W. HARE & SON, INC. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 164
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 123
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 28
Total of all active and inactive participants 2012-01-01 151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 151
Number of participants with account balances 2012-01-01 79
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 3
2011: W. HARE & SON, INC. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 152
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 125
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 25
Total of all active and inactive participants 2011-01-01 150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 150
Number of participants with account balances 2011-01-01 83
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: W. HARE & SON, INC. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 150
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 101
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 31
Total of all active and inactive participants 2009-01-01 132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 132
Number of participants with account balances 2009-01-01 71
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 4

Measure	Date	Value
2017: W. HARE & SON, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	230
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	0
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	0
Total of all active and inactive participants	2017-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	0
Number of participants with account balances	2017-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: W. HARE & SON, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	249
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	190
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	40
Total of all active and inactive participants	2016-01-01	230
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	230
Number of participants with account balances	2016-01-01	205
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: W. HARE & SON, INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	217
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	190
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	59
Total of all active and inactive participants	2015-01-01	249
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	249
Number of participants with account balances	2015-01-01	210
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	14
2014: W. HARE & SON, INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	198
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	178
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	39
Total of all active and inactive participants	2014-01-01	217
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	217
Number of participants with account balances	2014-01-01	174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	17
2013: W. HARE & SON, INC. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	193
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	158
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	40
Total of all active and inactive participants	2013-01-01	198
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	198
Number of participants with account balances	2013-01-01	157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	16
2012: W. HARE & SON, INC. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	164
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	123
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	28
Total of all active and inactive participants	2012-01-01	151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	151
Number of participants with account balances	2012-01-01	79
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	3
2011: W. HARE & SON, INC. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	152
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	125
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	25
Total of all active and inactive participants	2011-01-01	150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	150
Number of participants with account balances	2011-01-01	83
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: W. HARE & SON, INC. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	150
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	101
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	31
Total of all active and inactive participants	2009-01-01	132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	132
Number of participants with account balances	2009-01-01	71
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	4

Financial Data on W. HARE & SON, INC. 401(K) PLAN

Measure	Date	Value
2017 : W. HARE & SON, INC. 401(K) PLAN 2017 401k financial data
Unrealized appreciation/depreciation of real estate assets	2017-10-06	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2017-10-06	$0
Total unrealized appreciation/depreciation of assets	2017-10-06	$0
Total transfer of assets to this plan	2017-10-06	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-10-06	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-10-06	$0
Expenses. Interest paid	2017-10-06	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2017-10-06	$0
Total income from all sources (including contributions)	2017-10-06	$528,661
Total loss/gain on sale of assets	2017-10-06	$0
Total of all expenses incurred	2017-10-06	$6,492,109
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-10-06	$6,461,560
Expenses. Certain deemed distributions of participant loans	2017-10-06	$0
Value of total corrective distributions	2017-10-06	$9,166
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-10-06	$128,093
Value of total assets at end of year	2017-10-06	$0
Value of total assets at beginning of year	2017-10-06	$5,963,448
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-10-06	$21,383
Total income from rents	2017-10-06	$0
Total interest from all sources	2017-10-06	$1,350
Total dividends received (eg from common stock, registered investment company shares)	2017-10-06	$27,443
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-10-06	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2017-10-06	$0
Total dividends received from registered investment company shares (eg mutual funds)	2017-10-06	$27,443
Assets. Real estate other than employer real property at end of year	2017-10-06	$0
Assets. Real estate other than employer real property at beginning of year	2017-10-06	$0
Administrative expenses professional fees incurred	2017-10-06	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2017-10-06	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2017-10-06	$0
Was this plan covered by a fidelity bond	2017-10-06	Yes
Value of fidelity bond cover	2017-10-06	$500,000
If this is an individual account plan, was there a blackout period	2017-10-06	No
Were there any nonexempt tranactions with any party-in-interest	2017-10-06	No
Contributions received from participants	2017-10-06	$111,519
Participant contributions at end of year	2017-10-06	$0
Participant contributions at beginning of year	2017-10-06	$209,711
Participant contributions at end of year	2017-10-06	$0
Participant contributions at beginning of year	2017-10-06	$0
Assets. Other investments not covered elsewhere at end of year	2017-10-06	$0
Assets. Other investments not covered elsewhere at beginning of year	2017-10-06	$0
Income. Received or receivable in cash from other sources (including rollovers)	2017-10-06	$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2017-10-06	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2017-10-06	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2017-10-06	$0
Assets. Loans (other than to participants) at end of year	2017-10-06	$0
Assets. Loans (other than to participants) at beginning of year	2017-10-06	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2017-10-06	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2017-10-06	$0
Other income not declared elsewhere	2017-10-06	$0
Administrative expenses (other) incurred	2017-10-06	$21,383
Liabilities. Value of operating payables at end of year	2017-10-06	$0
Liabilities. Value of operating payables at beginning of year	2017-10-06	$0
Total non interest bearing cash at end of year	2017-10-06	$0
Total non interest bearing cash at beginning of year	2017-10-06	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-10-06	No
Income. Non cash contributions	2017-10-06	$0
Value of net income/loss	2017-10-06	$-5,963,448
Value of net assets at end of year (total assets less liabilities)	2017-10-06	$0
Value of net assets at beginning of year (total assets less liabilities)	2017-10-06	$5,963,448
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-10-06	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-10-06	No
Were any leases to which the plan was party in default or uncollectible	2017-10-06	No
Assets. partnership/joint venture interests at end of year	2017-10-06	$0
Assets. partnership/joint venture interests at beginning of year	2017-10-06	$0
Investment advisory and management fees	2017-10-06	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-10-06	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-10-06	$5,609,381
Value of interest in pooled separate accounts at end of year	2017-10-06	$0
Value of interest in pooled separate accounts at beginning of year	2017-10-06	$0
Interest on participant loans	2017-10-06	$1,350
Income. Interest from loans (other than to participants)	2017-10-06	$0
Interest earned on other investments	2017-10-06	$0
Income. Interest from US Government securities	2017-10-06	$0
Income. Interest from corporate debt instruments	2017-10-06	$0
Value of interest in master investment trust accounts at end of year	2017-10-06	$0
Value of interest in master investment trust accounts at beginning of year	2017-10-06	$0
Value of interest in common/collective trusts at end of year	2017-10-06	$0
Value of interest in common/collective trusts at beginning of year	2017-10-06	$144,356
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-10-06	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-10-06	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-10-06	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-10-06	$0
Assets. Value of investments in 103.12 investment entities at end of year	2017-10-06	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2017-10-06	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2017-10-06	$0
Asset value of US Government securities at end of year	2017-10-06	$0
Asset value of US Government securities at beginning of year	2017-10-06	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-10-06	$371,814
Net investment gain/loss from pooled separate accounts	2017-10-06	$0
Net investment gain or loss from common/collective trusts	2017-10-06	$-39
Net gain/loss from 103.12 investment entities	2017-10-06	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-10-06	No
Was there a failure to transmit to the plan any participant contributions	2017-10-06	No
Has the plan failed to provide any benefit when due under the plan	2017-10-06	No
Assets. Invements in employer securities at end of year	2017-10-06	$0
Assets. Invements in employer securities at beginning of year	2017-10-06	$0
Assets. Value of employer real property at end of year	2017-10-06	$0
Assets. Value of employer real property at beginning of year	2017-10-06	$0
Contributions received in cash from employer	2017-10-06	$16,574
Employer contributions (assets) at end of year	2017-10-06	$0
Employer contributions (assets) at beginning of year	2017-10-06	$0
Income. Dividends from preferred stock	2017-10-06	$0
Income. Dividends from common stock	2017-10-06	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-10-06	$6,461,560
Asset. Corporate debt instrument preferred debt at end of year	2017-10-06	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2017-10-06	$0
Asset. Corporate debt instrument debt (other) at end of year	2017-10-06	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2017-10-06	$0
Contract administrator fees	2017-10-06	$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2017-10-06	No
Assets. Corporate common stocks other than exployer securities at end of year	2017-10-06	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2017-10-06	$0
Liabilities. Value of benefit claims payable at end of year	2017-10-06	$0
Liabilities. Value of benefit claims payable at beginning of year	2017-10-06	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2017-10-06	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2017-10-06	$0
Did the plan have assets held for investment	2017-10-06	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-10-06	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-10-06	Yes
Aggregate proceeds on sale of assets	2017-10-06	$0
Aggregate carrying amount (costs) on sale of assets	2017-10-06	$0
Liabilities. Value of acquisition indebtedness at end of year	2017-10-06	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2017-10-06	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-10-06	Yes
Opinion of an independent qualified public accountant for this plan	2017-10-06	Disclaimer
Accountancy firm name	2017-10-06	SIKICH, LLP
Accountancy firm EIN	2017-10-06	363168081
2016 : W. HARE & SON, INC. 401(K) PLAN 2016 401k financial data
Unrealized appreciation/depreciation of real estate assets	2016-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2016-12-31	$0
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total transfer of assets to this plan	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Expenses. Interest paid	2016-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$1,204,514
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$149,540
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$78,445
Expenses. Certain deemed distributions of participant loans	2016-12-31	$0
Value of total corrective distributions	2016-12-31	$32,153
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$766,891
Value of total assets at end of year	2016-12-31	$5,963,448
Value of total assets at beginning of year	2016-12-31	$4,908,474
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$38,942
Total income from rents	2016-12-31	$0
Total interest from all sources	2016-12-31	$7,306
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$85,015
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$85,015
Assets. Real estate other than employer real property at end of year	2016-12-31	$0
Assets. Real estate other than employer real property at beginning of year	2016-12-31	$0
Administrative expenses professional fees incurred	2016-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2016-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2016-12-31	$0
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$627,449
Participant contributions at end of year	2016-12-31	$209,711
Participant contributions at beginning of year	2016-12-31	$194,679
Participant contributions at end of year	2016-12-31	$0
Participant contributions at beginning of year	2016-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2016-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2016-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$26,599
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2016-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2016-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2016-12-31	$0
Assets. Loans (other than to participants) at end of year	2016-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2016-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2016-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2016-12-31	$0
Other income not declared elsewhere	2016-12-31	$0
Administrative expenses (other) incurred	2016-12-31	$38,942
Liabilities. Value of operating payables at end of year	2016-12-31	$0
Liabilities. Value of operating payables at beginning of year	2016-12-31	$0
Total non interest bearing cash at end of year	2016-12-31	$0
Total non interest bearing cash at beginning of year	2016-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Income. Non cash contributions	2016-12-31	$0
Value of net income/loss	2016-12-31	$1,054,974
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$5,963,448
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$4,908,474
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Assets. partnership/joint venture interests at end of year	2016-12-31	$0
Assets. partnership/joint venture interests at beginning of year	2016-12-31	$0
Investment advisory and management fees	2016-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$5,609,381
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$4,693,411
Value of interest in pooled separate accounts at end of year	2016-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$0
Interest on participant loans	2016-12-31	$7,306
Income. Interest from loans (other than to participants)	2016-12-31	$0
Interest earned on other investments	2016-12-31	$0
Income. Interest from US Government securities	2016-12-31	$0
Income. Interest from corporate debt instruments	2016-12-31	$0
Value of interest in master investment trust accounts at end of year	2016-12-31	$0
Value of interest in master investment trust accounts at beginning of year	2016-12-31	$0
Value of interest in common/collective trusts at end of year	2016-12-31	$144,356
Value of interest in common/collective trusts at beginning of year	2016-12-31	$20,384
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2016-12-31	$0
Assets. Value of investments in 103.12 investment entities at end of year	2016-12-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2016-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2016-12-31	$0
Asset value of US Government securities at end of year	2016-12-31	$0
Asset value of US Government securities at beginning of year	2016-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$344,165
Net investment gain/loss from pooled separate accounts	2016-12-31	$0
Net investment gain or loss from common/collective trusts	2016-12-31	$1,137
Net gain/loss from 103.12 investment entities	2016-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Assets. Invements in employer securities at end of year	2016-12-31	$0
Assets. Invements in employer securities at beginning of year	2016-12-31	$0
Assets. Value of employer real property at end of year	2016-12-31	$0
Assets. Value of employer real property at beginning of year	2016-12-31	$0
Contributions received in cash from employer	2016-12-31	$112,843
Employer contributions (assets) at end of year	2016-12-31	$0
Employer contributions (assets) at beginning of year	2016-12-31	$0
Income. Dividends from preferred stock	2016-12-31	$0
Income. Dividends from common stock	2016-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$78,445
Asset. Corporate debt instrument preferred debt at end of year	2016-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2016-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2016-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2016-12-31	$0
Contract administrator fees	2016-12-31	$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2016-12-31	No
Assets. Corporate common stocks other than exployer securities at end of year	2016-12-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2016-12-31	$0
Liabilities. Value of benefit claims payable at end of year	2016-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2016-12-31	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2016-12-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2016-12-31	$0
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Aggregate proceeds on sale of assets	2016-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2016-12-31	$0
Liabilities. Value of acquisition indebtedness at end of year	2016-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2016-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	SIKICH, LLP
Accountancy firm EIN	2016-12-31	363168081
2015 : W. HARE & SON, INC. 401(K) PLAN 2015 401k financial data
Unrealized appreciation/depreciation of real estate assets	2015-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2015-12-31	$0
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total transfer of assets to this plan	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Expenses. Interest paid	2015-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$737,260
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$223,828
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$190,183
Expenses. Certain deemed distributions of participant loans	2015-12-31	$0
Value of total corrective distributions	2015-12-31	$16
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$743,398
Value of total assets at end of year	2015-12-31	$4,908,474
Value of total assets at beginning of year	2015-12-31	$4,395,042
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$33,629
Total income from rents	2015-12-31	$0
Total interest from all sources	2015-12-31	$6,431
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$215,479
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$215,479
Assets. Real estate other than employer real property at end of year	2015-12-31	$0
Assets. Real estate other than employer real property at beginning of year	2015-12-31	$0
Administrative expenses professional fees incurred	2015-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2015-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2015-12-31	$0
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$592,382
Participant contributions at end of year	2015-12-31	$194,679
Participant contributions at beginning of year	2015-12-31	$133,262
Participant contributions at end of year	2015-12-31	$0
Participant contributions at beginning of year	2015-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2015-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2015-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$30,155
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2015-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2015-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2015-12-31	$0
Assets. Loans (other than to participants) at end of year	2015-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2015-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2015-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2015-12-31	$0
Other income not declared elsewhere	2015-12-31	$0
Administrative expenses (other) incurred	2015-12-31	$33,629
Liabilities. Value of operating payables at end of year	2015-12-31	$0
Liabilities. Value of operating payables at beginning of year	2015-12-31	$0
Total non interest bearing cash at end of year	2015-12-31	$0
Total non interest bearing cash at beginning of year	2015-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Income. Non cash contributions	2015-12-31	$0
Value of net income/loss	2015-12-31	$513,432
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$4,908,474
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$4,395,042
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Assets. partnership/joint venture interests at end of year	2015-12-31	$0
Assets. partnership/joint venture interests at beginning of year	2015-12-31	$0
Investment advisory and management fees	2015-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$4,693,411
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$4,226,717
Value of interest in pooled separate accounts at end of year	2015-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$0
Interest on participant loans	2015-12-31	$6,380
Income. Interest from loans (other than to participants)	2015-12-31	$0
Interest earned on other investments	2015-12-31	$51
Income. Interest from US Government securities	2015-12-31	$0
Income. Interest from corporate debt instruments	2015-12-31	$0
Value of interest in master investment trust accounts at end of year	2015-12-31	$0
Value of interest in master investment trust accounts at beginning of year	2015-12-31	$0
Value of interest in common/collective trusts at end of year	2015-12-31	$20,384
Value of interest in common/collective trusts at beginning of year	2015-12-31	$21,876
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2015-12-31	$0
Assets. Value of investments in 103.12 investment entities at end of year	2015-12-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2015-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$13,187
Expenses. Payments to insurance carriers foe the provision of benefits	2015-12-31	$0
Asset value of US Government securities at end of year	2015-12-31	$0
Asset value of US Government securities at beginning of year	2015-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-228,556
Net investment gain/loss from pooled separate accounts	2015-12-31	$0
Net investment gain or loss from common/collective trusts	2015-12-31	$508
Net gain/loss from 103.12 investment entities	2015-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Assets. Invements in employer securities at end of year	2015-12-31	$0
Assets. Invements in employer securities at beginning of year	2015-12-31	$0
Assets. Value of employer real property at end of year	2015-12-31	$0
Assets. Value of employer real property at beginning of year	2015-12-31	$0
Contributions received in cash from employer	2015-12-31	$120,861
Employer contributions (assets) at end of year	2015-12-31	$0
Employer contributions (assets) at beginning of year	2015-12-31	$0
Income. Dividends from preferred stock	2015-12-31	$0
Income. Dividends from common stock	2015-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$190,183
Asset. Corporate debt instrument preferred debt at end of year	2015-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2015-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2015-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2015-12-31	$0
Contract administrator fees	2015-12-31	$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2015-12-31	No
Assets. Corporate common stocks other than exployer securities at end of year	2015-12-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2015-12-31	$0
Liabilities. Value of benefit claims payable at end of year	2015-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2015-12-31	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2015-12-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2015-12-31	$0
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Aggregate proceeds on sale of assets	2015-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2015-12-31	$0
Liabilities. Value of acquisition indebtedness at end of year	2015-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2015-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	SIKICH, LLP
Accountancy firm EIN	2015-12-31	363168081
2014 : W. HARE & SON, INC. 401(K) PLAN 2014 401k financial data
Unrealized appreciation/depreciation of real estate assets	2014-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2014-12-31	$0
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total transfer of assets to this plan	2014-12-31	$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	$1,171
Expenses. Interest paid	2014-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$1,021,901
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$285,721
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$240,208
Expenses. Certain deemed distributions of participant loans	2014-12-31	$0
Value of total corrective distributions	2014-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$706,698
Value of total assets at end of year	2014-12-31	$4,395,042
Value of total assets at beginning of year	2014-12-31	$3,660,033
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$45,513
Total income from rents	2014-12-31	$0
Total interest from all sources	2014-12-31	$3,492
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$143,396
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$143,396
Assets. Real estate other than employer real property at end of year	2014-12-31	$0
Assets. Real estate other than employer real property at beginning of year	2014-12-31	$0
Administrative expenses professional fees incurred	2014-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2014-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2014-12-31	$0
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$300,000
If this is an individual account plan, was there a blackout period	2014-12-31	Yes
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$523,824
Participant contributions at end of year	2014-12-31	$133,262
Participant contributions at beginning of year	2014-12-31	$19,217
Participant contributions at end of year	2014-12-31	$0
Participant contributions at beginning of year	2014-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2014-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2014-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$80,000
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2014-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2014-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2014-12-31	$0
Assets. Loans (other than to participants) at end of year	2014-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2014-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2014-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2014-12-31	$1,171
Other income not declared elsewhere	2014-12-31	$2,390
Administrative expenses (other) incurred	2014-12-31	$45,513
Liabilities. Value of operating payables at end of year	2014-12-31	$0
Liabilities. Value of operating payables at beginning of year	2014-12-31	$0
Total non interest bearing cash at end of year	2014-12-31	$0
Total non interest bearing cash at beginning of year	2014-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Income. Non cash contributions	2014-12-31	$0
Value of net income/loss	2014-12-31	$736,180
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$4,395,042
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$3,658,862
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Assets. partnership/joint venture interests at end of year	2014-12-31	$0
Assets. partnership/joint venture interests at beginning of year	2014-12-31	$0
Investment advisory and management fees	2014-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$4,226,717
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$3,417,112
Value of interest in pooled separate accounts at end of year	2014-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$0
Interest on participant loans	2014-12-31	$3,492
Income. Interest from loans (other than to participants)	2014-12-31	$0
Interest earned on other investments	2014-12-31	$0
Income. Interest from US Government securities	2014-12-31	$0
Income. Interest from corporate debt instruments	2014-12-31	$0
Value of interest in master investment trust accounts at end of year	2014-12-31	$0
Value of interest in master investment trust accounts at beginning of year	2014-12-31	$0
Value of interest in common/collective trusts at end of year	2014-12-31	$21,876
Value of interest in common/collective trusts at beginning of year	2014-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2014-12-31	$0
Assets. Value of investments in 103.12 investment entities at end of year	2014-12-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2014-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$13,187
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$223,704
Expenses. Payments to insurance carriers foe the provision of benefits	2014-12-31	$0
Asset value of US Government securities at end of year	2014-12-31	$0
Asset value of US Government securities at beginning of year	2014-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$165,379
Net investment gain/loss from pooled separate accounts	2014-12-31	$0
Net investment gain or loss from common/collective trusts	2014-12-31	$546
Net gain/loss from 103.12 investment entities	2014-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Assets. Invements in employer securities at end of year	2014-12-31	$0
Assets. Invements in employer securities at beginning of year	2014-12-31	$0
Assets. Value of employer real property at end of year	2014-12-31	$0
Assets. Value of employer real property at beginning of year	2014-12-31	$0
Contributions received in cash from employer	2014-12-31	$102,874
Employer contributions (assets) at end of year	2014-12-31	$0
Employer contributions (assets) at beginning of year	2014-12-31	$0
Income. Dividends from preferred stock	2014-12-31	$0
Income. Dividends from common stock	2014-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$240,208
Asset. Corporate debt instrument preferred debt at end of year	2014-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2014-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2014-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2014-12-31	$0
Contract administrator fees	2014-12-31	$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2014-12-31	Yes
Assets. Corporate common stocks other than exployer securities at end of year	2014-12-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2014-12-31	$0
Liabilities. Value of benefit claims payable at end of year	2014-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2014-12-31	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2014-12-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2014-12-31	$0
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Aggregate proceeds on sale of assets	2014-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2014-12-31	$0
Liabilities. Value of acquisition indebtedness at end of year	2014-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2014-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	SIKICH, LLP
Accountancy firm EIN	2014-12-31	363168081
2013 : W. HARE & SON, INC. 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$1,171
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$1,242,884
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$204,590
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$114,690
Value of total corrective distributions	2013-12-31	$62,569
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$665,049
Value of total assets at end of year	2013-12-31	$3,660,033
Value of total assets at beginning of year	2013-12-31	$2,620,568
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$27,331
Total interest from all sources	2013-12-31	$3,756
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$293,727
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$293,727
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$300,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$483,085
Participant contributions at end of year	2013-12-31	$19,217
Participant contributions at beginning of year	2013-12-31	$32,870
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$87,754
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2013-12-31	$1,171
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2013-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$1,038,294
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$3,658,862
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$2,620,568
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$3,417,112
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$2,412,712
Value of interest in pooled separate accounts at end of year	2013-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$0
Interest on participant loans	2013-12-31	$1,109
Interest earned on other investments	2013-12-31	$2,647
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$223,704
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$174,986
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$280,352
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$94,210
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$114,690
Contract administrator fees	2013-12-31	$27,331
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	SIKICH, LLP
Accountancy firm EIN	2013-12-31	363168081
2012 : W. HARE & SON, INC. 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$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	$673,498
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$254,570
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$222,327
Value of total corrective distributions	2012-12-31	$23,197
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$411,543
Value of total assets at end of year	2012-12-31	$2,620,568
Value of total assets at beginning of year	2012-12-31	$2,201,640
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$9,046
Total interest from all sources	2012-12-31	$2,514
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 year	2012-12-31	No
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$300,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$345,882
Participant contributions at end of year	2012-12-31	$32,870
Participant contributions at beginning of year	2012-12-31	$61,526
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2012-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2012-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$418,928
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$2,620,568
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$2,201,640
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$2,412,712
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$1,919,547
Value of interest in pooled separate accounts at end of year	2012-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2012-12-31	$0
Interest on participant loans	2012-12-31	$2,514
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-12-31	$11,422
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-12-31	$11,422
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$174,986
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$209,145
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$259,441
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$65,661
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$222,327
Contract administrator fees	2012-12-31	$9,046
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	SIKICH, LLP
Accountancy firm EIN	2012-12-31	363168081
2011 : W. HARE & SON, INC. 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$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	$379,461
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$191,337
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$139,810
Value of total corrective distributions	2011-12-31	$42,870
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$386,978
Value of total assets at end of year	2011-12-31	$2,201,640
Value of total assets at beginning of year	2011-12-31	$2,013,516
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$8,657
Total interest from all sources	2011-12-31	$3,446
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 year	2011-12-31	No
Administrative expenses professional fees incurred	2011-12-31	$250
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$200,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$324,678
Participant contributions at end of year	2011-12-31	$61,526
Participant contributions at beginning of year	2011-12-31	$54,711
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$188,124
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$2,201,640
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$2,013,516
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$1,919,547
Value of interest in pooled separate accounts at end of year	2011-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2011-12-31	$1,910,606
Interest on participant loans	2011-12-31	$3,446
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-12-31	$11,422
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-12-31	$48,199
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-12-31	$48,199
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$209,145
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-105,121
Net investment gain/loss from pooled separate accounts	2011-12-31	$94,158
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$62,300
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$139,810
Contract administrator fees	2011-12-31	$8,407
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	KB PARRISH CO., LLP
Accountancy firm EIN	2011-12-31	350905983
2010 : W. HARE & SON, INC. 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$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	$467,061
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$292,310
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$231,246
Expenses. Certain deemed distributions of participant loans	2010-12-31	$3,472
Value of total corrective distributions	2010-12-31	$37,678
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$249,999
Value of total assets at end of year	2010-12-31	$2,013,516
Value of total assets at beginning of year	2010-12-31	$1,838,765
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$19,914
Total interest from all sources	2010-12-31	$5,214
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 year	2010-12-31	No
Administrative expenses professional fees incurred	2010-12-31	$125
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$200,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$209,475
Participant contributions at end of year	2010-12-31	$54,711
Participant contributions at beginning of year	2010-12-31	$57,798
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$174,751
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$2,013,516
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$1,838,765
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Investment advisory and management fees	2010-12-31	$8
Value of interest in pooled separate accounts at end of year	2010-12-31	$1,910,606
Value of interest in pooled separate accounts at beginning of year	2010-12-31	$1,694,054
Interest on participant loans	2010-12-31	$4,208
Income. Interest from loans (other than to participants)	2010-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2010-12-31	$48,199
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2010-12-31	$86,913
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2010-12-31	$86,913
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2010-12-31	$1,006
Net investment gain/loss from pooled separate accounts	2010-12-31	$211,848
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$40,524
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$231,246
Contract administrator fees	2010-12-31	$19,781
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	KB PARRISH CO., LLP
Accountancy firm EIN	2010-12-31	350905983

Form 5500 Responses for W. HARE & SON, INC. 401(K) PLAN

2017: W. HARE & SON, INC. 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	Yes
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: W. HARE & SON, INC. 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: W. HARE & SON, INC. 401(K) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: W. HARE & SON, INC. 401(K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: W. HARE & SON, INC. 401(K) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: W. HARE & SON, INC. 401(K) PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: W. HARE & SON, INC. 401(K) PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: W. HARE & SON, INC. 401(K) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

332694-01

Policy instance

Insurance contract or identification number	332694-01
Number of Individuals Covered	0
Insurance policy start date	2015-01-01
Insurance policy end date	2015-04-29
Total amount of commissions paid to insurance broker	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

332694-01

Policy instance

Insurance contract or identification number	332694-01
Number of Individuals Covered	22
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

332694-01

Policy instance

Insurance contract or identification number	332694-01
Number of Individuals Covered	26
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

332694-01

Policy instance

Insurance contract or identification number	332694-01
Number of Individuals Covered	19
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $259
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 Broker	USD $259
Insurance broker organization code?	3
Insurance broker name	UBS FINANCIAL SERVICES, INC.

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

27616

Policy instance

Insurance contract or identification number	27616
Number of Individuals Covered	0
Insurance policy start date	2011-01-01
Insurance policy end date	2011-05-31
Total amount of commissions paid to insurance broker	USD $4,374
Total amount of fees paid to insurance company	USD $687
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

332694-01

Policy instance

Insurance contract or identification number	332694-01
Number of Individuals Covered	21
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $1,951
Total amount of fees paid to insurance company	USD $3,008
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

27616

Policy instance

Insurance contract or identification number	27616
Number of Individuals Covered	80
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $9,116
Total amount of fees paid to insurance company	USD $911
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 Broker	USD $6,820
Insurance broker organization code?	4
Amount paid for insurance broker fees	911
Additional information about fees paid to insurance broker	SERVICES RENDERED
Insurance broker name	PARAGON TPA GROUP

Was this data useful?

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

Information Disclaimer

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

See full terms and conditions

Company Name:	W. HARE & SONS, INC.
Employer identification number (EIN):	350365820
NAIC Classification:	441110
NAIC Description:	New Car Dealers