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HORIZONTAL INTEGRATION RETIREMENT SAVINGS PLAN 401k Plan overview

Plan NameHORIZONTAL INTEGRATION RETIREMENT SAVINGS PLAN
Plan identification number 001

HORIZONTAL INTEGRATION RETIREMENT 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

HORIZONTAL INTEGRATION, INC. has sponsored the creation of one or more 401k plans.

Company Name:HORIZONTAL INTEGRATION, INC.
Employer identification number (EIN):363986047
NAIC Classification:541512
NAIC Description:Computer Systems Design Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HORIZONTAL INTEGRATION RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01MS. AMIE JEMMETT-ELLIS
0012016-01-01MS. AMIE JEMMETT-ELLIS
0012015-01-01MS. AMIE JEMMETT-ELLIS2016-06-02
0012014-01-01MS. AMIE JEMMETT-ELLIS2015-10-09
0012013-01-01KATE SCHMALTZ2014-07-31
0012012-01-01KATE SCHMALTZ2013-10-08
0012011-01-01CARLY GRANT2012-09-19
0012010-01-01CARLY GRANT2011-10-14

Plan Statistics for HORIZONTAL INTEGRATION RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for HORIZONTAL INTEGRATION RETIREMENT SAVINGS PLAN

Measure Date Value
2022: HORIZONTAL INTEGRATION RETIREMENT SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01354
Total number of active participants reported on line 7a of the Form 55002022-01-01326
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0180
Total of all active and inactive participants2022-01-01406
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01406
Number of participants with account balances2022-01-01310
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0130
2021: HORIZONTAL INTEGRATION RETIREMENT SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01243
Total number of active participants reported on line 7a of the Form 55002021-01-01288
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0153
Total of all active and inactive participants2021-01-01341
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01341
Number of participants with account balances2021-01-01249
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0124
2020: HORIZONTAL INTEGRATION RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01238
Total number of active participants reported on line 7a of the Form 55002020-01-01211
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0129
Total of all active and inactive participants2020-01-01240
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01240
Number of participants with account balances2020-01-01168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0122
2019: HORIZONTAL INTEGRATION RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01175
Total number of active participants reported on line 7a of the Form 55002019-01-01208
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0123
Total of all active and inactive participants2019-01-01231
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01231
Number of participants with account balances2019-01-01157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0111
2018: HORIZONTAL INTEGRATION RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01127
Total number of active participants reported on line 7a of the Form 55002018-01-01153
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0114
Total of all active and inactive participants2018-01-01167
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01167
Number of participants with account balances2018-01-01102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: HORIZONTAL INTEGRATION RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01127
Total number of active participants reported on line 7a of the Form 55002017-01-01128
Number of retired or separated participants receiving benefits2017-01-017
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-01135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01135
Number of participants with account balances2017-01-0160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: HORIZONTAL INTEGRATION RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01139
Total number of active participants reported on line 7a of the Form 55002016-01-01116
Number of retired or separated participants receiving benefits2016-01-019
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-01125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01125
Number of participants with account balances2016-01-0154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010

Financial Data on HORIZONTAL INTEGRATION RETIREMENT SAVINGS PLAN

Measure Date Value
2022 : HORIZONTAL INTEGRATION RETIREMENT SAVINGS PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$1,553,987
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,441,033
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,402,241
Value of total corrective distributions2022-12-31$7,301
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$3,764,404
Value of total assets at end of year2022-12-31$11,901,009
Value of total assets at beginning of year2022-12-31$11,788,055
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$31,491
Total interest from all sources2022-12-31$4,879
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$2,911,697
Participant contributions at end of year2022-12-31$101,880
Participant contributions at beginning of year2022-12-31$65,476
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$372,184
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$112,954
Value of net assets at end of year (total assets less liabilities)2022-12-31$11,901,009
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$11,788,055
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in pooled separate accounts at end of year2022-12-31$11,799,129
Value of interest in pooled separate accounts at beginning of year2022-12-31$11,582,056
Interest on participant loans2022-12-31$4,879
Net investment gain/loss from pooled separate accounts2022-12-31$-2,215,296
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$480,523
Employer contributions (assets) at beginning of year2022-12-31$140,523
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,402,241
Contract administrator fees2022-12-31$31,491
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31ELLINGSON & ELLINGSON, LTD
Accountancy firm EIN2022-12-31411399624
2021 : HORIZONTAL INTEGRATION RETIREMENT SAVINGS PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$4,095,523
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$478,284
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$468,716
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,607,362
Value of total assets at end of year2021-12-31$11,788,055
Value of total assets at beginning of year2021-12-31$8,170,816
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$9,568
Total interest from all sources2021-12-31$2,116
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$2,109,926
Participant contributions at end of year2021-12-31$65,476
Participant contributions at beginning of year2021-12-31$26,239
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$364,454
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$3,617,239
Value of net assets at end of year (total assets less liabilities)2021-12-31$11,788,055
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$8,170,816
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in pooled separate accounts at end of year2021-12-31$11,582,056
Value of interest in pooled separate accounts at beginning of year2021-12-31$8,034,079
Interest on participant loans2021-12-31$2,116
Net investment gain/loss from pooled separate accounts2021-12-31$1,486,045
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$132,982
Employer contributions (assets) at end of year2021-12-31$140,523
Employer contributions (assets) at beginning of year2021-12-31$110,498
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$468,716
Contract administrator fees2021-12-31$9,568
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31ELLINGSON AND ELLINGSON
Accountancy firm EIN2021-12-31411399624
2020 : HORIZONTAL INTEGRATION RETIREMENT SAVINGS PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$3,824,954
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$763,470
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$760,076
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,653,717
Value of total assets at end of year2020-12-31$8,170,816
Value of total assets at beginning of year2020-12-31$5,109,332
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$3,394
Total interest from all sources2020-12-31$2,311
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,630,585
Participant contributions at end of year2020-12-31$26,239
Participant contributions at beginning of year2020-12-31$38,543
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$913,430
Other income not declared elsewhere2020-12-31$-682
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$3,061,484
Value of net assets at end of year (total assets less liabilities)2020-12-31$8,170,816
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$5,109,332
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$8,034,079
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$5,018,757
Interest on participant loans2020-12-31$2,283
Interest earned on other investments2020-12-31$28
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$2,099
Net investment gain/loss from pooled separate accounts2020-12-31$1,169,608
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$109,702
Employer contributions (assets) at end of year2020-12-31$110,498
Employer contributions (assets) at beginning of year2020-12-31$49,933
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$760,076
Contract administrator fees2020-12-31$3,394
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31ELLINGSON & ELLINGSON, LTD
Accountancy firm EIN2020-12-31411399624
2019 : HORIZONTAL INTEGRATION RETIREMENT SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$37,219
Total income from all sources (including contributions)2019-12-31$2,645,606
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$245,447
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$240,468
Value of total corrective distributions2019-12-31$1,833
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,851,773
Value of total assets at end of year2019-12-31$5,109,332
Value of total assets at beginning of year2019-12-31$2,746,392
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$3,146
Total interest from all sources2019-12-31$2,354
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,226,174
Participant contributions at end of year2019-12-31$38,543
Participant contributions at beginning of year2019-12-31$37,478
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$538,447
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$37,219
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$2,400,159
Value of net assets at end of year (total assets less liabilities)2019-12-31$5,109,332
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$2,709,173
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$5,018,757
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$2,704,355
Interest on participant loans2019-12-31$2,354
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$2,099
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$4,559
Net investment gain/loss from pooled separate accounts2019-12-31$791,479
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$87,152
Employer contributions (assets) at end of year2019-12-31$49,933
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$240,468
Contract administrator fees2019-12-31$3,146
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31ELLINGSON & ELLINGSON, LTD.
Accountancy firm EIN2019-12-31411399624
2018 : HORIZONTAL INTEGRATION RETIREMENT SAVINGS PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$37,219
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$811,925
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$70,721
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$34,857
Value of total corrective distributions2018-12-31$3
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$966,598
Value of total assets at end of year2018-12-31$2,746,392
Value of total assets at beginning of year2018-12-31$1,967,969
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$35,861
Total interest from all sources2018-12-31$2,195
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$797,219
Participant contributions at end of year2018-12-31$37,478
Participant contributions at beginning of year2018-12-31$23,258
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$109,158
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$37,219
Other income not declared elsewhere2018-12-31$63
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$741,204
Value of net assets at end of year (total assets less liabilities)2018-12-31$2,709,173
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$1,967,969
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$2,704,355
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$1,939,958
Interest on participant loans2018-12-31$2,195
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$4,559
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$4,753
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-65,256
Net investment gain/loss from pooled separate accounts2018-12-31$-91,675
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$60,221
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$34,857
Contract administrator fees2018-12-31$35,861
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31Yes
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31ELLINGSON & ELLINGSON LTD.
Accountancy firm EIN2018-12-31411399624
2017 : HORIZONTAL INTEGRATION RETIREMENT SAVINGS PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$851,674
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$302,858
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$280,349
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$550,326
Value of total assets at end of year2017-12-31$1,967,969
Value of total assets at beginning of year2017-12-31$1,419,153
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$22,509
Total interest from all sources2017-12-31$608
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$500,921
Participant contributions at end of year2017-12-31$23,258
Participant contributions at beginning of year2017-12-31$3,483
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$49,405
Other income not declared elsewhere2017-12-31$674
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$548,816
Value of net assets at end of year (total assets less liabilities)2017-12-31$1,967,969
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$1,419,153
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$1,939,958
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$1,350,660
Interest on participant loans2017-12-31$608
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$4,753
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$65,010
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$300,066
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$280,349
Contract administrator fees2017-12-31$22,509
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31ELLINGSON & ELLINGSON LTD.
Accountancy firm EIN2017-12-31411399624
2016 : HORIZONTAL INTEGRATION RETIREMENT SAVINGS PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets from this plan2016-12-31$30,008
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
Total income from all sources (including contributions)2016-12-31$669,040
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$128,614
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$128,510
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$571,193
Value of total assets at end of year2016-12-31$1,419,153
Value of total assets at beginning of year2016-12-31$908,735
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$104
Total interest from all sources2016-12-31$209
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$104
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$250,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$395,609
Participant contributions at end of year2016-12-31$3,483
Participant contributions at beginning of year2016-12-31$4,470
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$173,643
Other income not declared elsewhere2016-12-31$630
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$540,426
Value of net assets at end of year (total assets less liabilities)2016-12-31$1,419,153
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$908,735
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$1,350,660
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$899,567
Interest on participant loans2016-12-31$209
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$65,010
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$4,698
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$97,008
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$1,941
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$128,510
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31ELLINGSON & ELLINGSON LTD.
Accountancy firm EIN2016-12-31411399624

Form 5500 Responses for HORIZONTAL INTEGRATION RETIREMENT SAVINGS PLAN

2022: HORIZONTAL INTEGRATION RETIREMENT SAVINGS PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: HORIZONTAL INTEGRATION RETIREMENT SAVINGS PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: HORIZONTAL INTEGRATION RETIREMENT SAVINGS PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: HORIZONTAL INTEGRATION RETIREMENT SAVINGS PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: HORIZONTAL INTEGRATION RETIREMENT SAVINGS PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: HORIZONTAL INTEGRATION RETIREMENT SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: HORIZONTAL INTEGRATION RETIREMENT SAVINGS PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number069572
Policy instance 1
Insurance contract or identification number069572
Number of Individuals Covered406
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number069572
Policy instance 1
Insurance contract or identification number069572
Number of Individuals Covered341
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number069572
Policy instance 1
Insurance contract or identification number069572
Number of Individuals Covered240
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number069572
Policy instance 1
Insurance contract or identification number069572
Number of Individuals Covered231
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number943254-01
Policy instance 1
Insurance contract or identification number943254-01
Number of Individuals Covered3
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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