?>
Logo

HEARTLAND COMMUNITY BANK EMPLOYEE SAVINGS PLAN 401k Plan overview

Plan NameHEARTLAND COMMUNITY BANK EMPLOYEE SAVINGS PLAN
Plan identification number 001

HEARTLAND COMMUNITY BANK EMPLOYEE SAVINGS PLAN Benefits

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

401k Sponsoring company profile

HEARTLAND COMMUNITY BANK has sponsored the creation of one or more 401k plans.

Company Name:HEARTLAND COMMUNITY BANK
Employer identification number (EIN):352027301
NAIC Classification:522120
NAIC Description:Savings Institutions

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HEARTLAND COMMUNITY BANK EMPLOYEE SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012013-01-01MARK E. SECOR
0012012-01-01MARK E. SECOR
0012011-01-01JEFF JOYCE
0012010-01-01JEFF JOYCE
0012009-01-01KRISSI MARIS

Plan Statistics for HEARTLAND COMMUNITY BANK EMPLOYEE SAVINGS PLAN

401k plan membership statisitcs for HEARTLAND COMMUNITY BANK EMPLOYEE SAVINGS PLAN

Measure Date Value
2013: HEARTLAND COMMUNITY BANK EMPLOYEE SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0172
Total number of active participants reported on line 7a of the Form 55002013-01-010
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-010
Number of participants with account balances2013-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: HEARTLAND COMMUNITY BANK EMPLOYEE SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01102
Total number of active participants reported on line 7a of the Form 55002012-01-0138
Number of retired or separated participants receiving benefits2012-01-011
Number of other retired or separated participants entitled to future benefits2012-01-0133
Total of all active and inactive participants2012-01-0172
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0172
Number of participants with account balances2012-01-0161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: HEARTLAND COMMUNITY BANK EMPLOYEE SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0198
Total number of active participants reported on line 7a of the Form 55002011-01-0186
Number of retired or separated participants receiving benefits2011-01-011
Number of other retired or separated participants entitled to future benefits2011-01-0114
Total of all active and inactive participants2011-01-01101
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01101
Number of participants with account balances2011-01-0188
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-011
2010: HEARTLAND COMMUNITY BANK EMPLOYEE SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01101
Total number of active participants reported on line 7a of the Form 55002010-01-0185
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0112
Total of all active and inactive participants2010-01-0197
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-0197
Number of participants with account balances2010-01-0185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-014
2009: HEARTLAND COMMUNITY BANK EMPLOYEE SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0188
Total number of active participants reported on line 7a of the Form 55002009-01-0185
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0110
Total of all active and inactive participants2009-01-0195
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0195
Number of participants with account balances2009-01-0182
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-013

Financial Data on HEARTLAND COMMUNITY BANK EMPLOYEE SAVINGS PLAN

Measure Date Value
2013 : HEARTLAND COMMUNITY BANK EMPLOYEE SAVINGS PLAN 2013 401k financial data
Total income from all sources2013-10-07$311,255
Expenses. Total of all expenses incurred2013-10-07$2,784,665
Benefits paid (including direct rollovers)2013-10-07$2,780,477
Total plan assets at end of year2013-10-07$0
Total plan assets at beginning of year2013-10-07$2,473,410
Value of fidelity bond covering the plan2013-10-07$1,000,000
Other income received2013-10-07$311,255
Net income (gross income less expenses)2013-10-07$-2,473,410
Net plan assets at end of year (total assets less liabilities)2013-10-07$0
Net plan assets at beginning of year (total assets less liabilities)2013-10-07$2,473,410
Assets. Value of participant loans2013-10-07$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022013-10-07$1,830
Assets. Value of employer securities2013-10-07$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-10-07$4,188
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-10-07$0
2012 : HEARTLAND COMMUNITY BANK EMPLOYEE SAVINGS PLAN 2012 401k financial data
Total income from all sources2012-12-31$779,281
Expenses. Total of all expenses incurred2012-12-31$891,107
Benefits paid (including direct rollovers)2012-12-31$888,887
Total plan assets at end of year2012-12-31$2,473,410
Total plan assets at beginning of year2012-12-31$2,585,236
Value of fidelity bond covering the plan2012-12-31$1,000,000
Total contributions received or receivable from participants2012-12-31$128,952
Other income received2012-12-31$608,384
Net income (gross income less expenses)2012-12-31$-111,826
Net plan assets at end of year (total assets less liabilities)2012-12-31$2,473,410
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$2,585,236
Assets. Value of participant loans2012-12-31$37,926
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022012-12-31$1,449
Assets. Value of employer securities2012-12-31$268,994
Total contributions received or receivable from employer(s)2012-12-31$41,945
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$2,220
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : HEARTLAND COMMUNITY BANK EMPLOYEE SAVINGS PLAN 2011 401k financial data
Total income from all sources2011-12-31$202,807
Expenses. Total of all expenses incurred2011-12-31$214,041
Benefits paid (including direct rollovers)2011-12-31$212,613
Total plan assets at end of year2011-12-31$2,585,236
Total plan assets at beginning of year2011-12-31$2,596,470
Value of fidelity bond covering the plan2011-12-31$1,000,000
Total contributions received or receivable from participants2011-12-31$177,727
Other income received2011-12-31$-54,744
Net income (gross income less expenses)2011-12-31$-11,234
Net plan assets at end of year (total assets less liabilities)2011-12-31$2,585,236
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$2,596,470
Assets. Value of participant loans2011-12-31$99,292
Assets. Value of employer securities2011-12-31$117,176
Total contributions received or receivable from employer(s)2011-12-31$79,824
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$1,428
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : HEARTLAND COMMUNITY BANK EMPLOYEE SAVINGS PLAN 2010 401k financial data
Total income from all sources2010-12-31$638,788
Expenses. Total of all expenses incurred2010-12-31$27,082
Benefits paid (including direct rollovers)2010-12-31$25,725
Total plan assets at end of year2010-12-31$2,596,470
Total plan assets at beginning of year2010-12-31$1,984,764
Value of fidelity bond covering the plan2010-12-31$1,000,000
Total contributions received or receivable from participants2010-12-31$192,868
Contributions received from other sources (not participants or employers)2010-12-31$50,549
Other income received2010-12-31$312,438
Net income (gross income less expenses)2010-12-31$611,706
Net plan assets at end of year (total assets less liabilities)2010-12-31$2,596,470
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,984,764
Assets. Value of participant loans2010-12-31$76,581
Assets. Value of employer securities2010-12-31$136,804
Total contributions received or receivable from employer(s)2010-12-31$82,933
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$1,357
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : HEARTLAND COMMUNITY BANK EMPLOYEE SAVINGS PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for HEARTLAND COMMUNITY BANK EMPLOYEE SAVINGS PLAN

2013: HEARTLAND COMMUNITY BANK EMPLOYEE SAVINGS PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingYes
2013-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: HEARTLAND COMMUNITY BANK EMPLOYEE SAVINGS PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: HEARTLAND COMMUNITY BANK EMPLOYEE SAVINGS PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: HEARTLAND COMMUNITY BANK EMPLOYEE SAVINGS PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: HEARTLAND COMMUNITY BANK EMPLOYEE SAVINGS PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number802074
Policy instance 1
Insurance contract or identification number802074
Number of Individuals Covered0
Insurance policy start date2013-01-01
Insurance policy end date2013-10-07
Total amount of commissions paid to insurance brokerUSD $6,677
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,156
Insurance broker organization code?3
Insurance broker namePLANNING CORPORATION OF AMERICA
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number802074
Policy instance 1
Insurance contract or identification number802074
Number of Individuals Covered72
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $13,133
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $13,133
Insurance broker organization code?3
Insurance broker namePLANNING CORPORATION OF AMERICA
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number802074
Policy instance 1
Insurance contract or identification number802074
Number of Individuals Covered101
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $12,727
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number802074
Policy instance 1
Insurance contract or identification number802074
Number of Individuals Covered97
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $10,752
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $10,752
Insurance broker organization code?3
Insurance broker namePLANNING CORPORATION OF AMERICA

Potentially related plans

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

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3