401k Plan data: HARTZELL, TUCKER & HARTZELL plan

HARTZELL, TUCKER & HARTZELL 401k Plan overview

Plan Name	HARTZELL, TUCKER & HARTZELL
Plan identification number	001

HARTZELL, TUCKER & HARTZELL 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.
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

HARTZELL, TUCKER & HARTZELL has sponsored the creation of one or more 401k plans.

Company Name: HARTZELL, TUCKER & HARTZELL

Employer identification number (EIN): 370895526

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HARTZELL, TUCKER & HARTZELL

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2019-01-01 STANLEY L. TUCKER 2020-07-27 TUCKER HARTZELL AND BRYANT 2020-07-27
001 2018-01-01 STANLEY L TUCKER 2019-08-01 TUCKER HARTZELL AND BRYANT 2019-08-01
001 2017-01-01 STANLEY L. TUCKER 2018-07-30 STANLEY L. TUCKER 2018-07-30
001 2016-01-01 STANLEY TUCKER 2017-09-14 STANLEY TUCKER 2017-09-14
001 2011-01-01 STANLEY TUCKER STANLEY TUCKER 2012-10-13
001 2009-01-01 STANLEY L. TUCKER

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2019-01-01	STANLEY L. TUCKER	2020-07-27	TUCKER HARTZELL AND BRYANT	2020-07-27
001	2018-01-01	STANLEY L TUCKER	2019-08-01	TUCKER HARTZELL AND BRYANT	2019-08-01
001	2017-01-01	STANLEY L. TUCKER	2018-07-30	STANLEY L. TUCKER	2018-07-30
001	2016-01-01	STANLEY TUCKER	2017-09-14	STANLEY TUCKER	2017-09-14
001	2011-01-01	STANLEY TUCKER		STANLEY TUCKER	2012-10-13
001	2009-01-01	STANLEY L. TUCKER

Plan Statistics for HARTZELL, TUCKER & HARTZELL

401k plan membership statisitcs for HARTZELL, TUCKER & HARTZELL

Measure Date Value
2011: HARTZELL, TUCKER & HARTZELL 2011 401k membership
Total participants, beginning-of-year 2011-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 7
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 2
Total of all active and inactive participants 2011-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 9
Number of participants with account balances 2011-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: HARTZELL, TUCKER & HARTZELL 2009 401k membership
Total participants, beginning-of-year 2009-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 7
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 2
Total of all active and inactive participants 2009-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 9
Number of participants with account balances 2009-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2011: HARTZELL, TUCKER & HARTZELL 2011 401k membership
Total participants, beginning-of-year	2011-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	7
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	2
Total of all active and inactive participants	2011-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	9
Number of participants with account balances	2011-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: HARTZELL, TUCKER & HARTZELL 2009 401k membership
Total participants, beginning-of-year	2009-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	7
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	2
Total of all active and inactive participants	2009-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	9
Number of participants with account balances	2009-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on HARTZELL, TUCKER & HARTZELL

Measure	Date	Value
2011 : HARTZELL, TUCKER & HARTZELL 2011 401k financial data
Total income from all sources	2011-12-31	$19,615
Expenses. Total of all expenses incurred	2011-12-31	$1,656
Benefits paid (including direct rollovers)	2011-12-31	$1,656
Total plan assets at end of year	2011-12-31	$424,118
Total plan assets at beginning of year	2011-12-31	$406,158
Value of fidelity bond covering the plan	2011-12-31	$1,000,000
Total contributions received or receivable from participants	2011-12-31	$0
Expenses. Other expenses not covered elsewhere	2011-12-31	$0
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$4,873
Net income (gross income less expenses)	2011-12-31	$17,959
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$424,118
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$406,158
Assets. Value of participant loans	2011-12-31	$0
Total contributions received or receivable from employer(s)	2011-12-31	$14,742
Value of certain deemed distributions of participant loans	2011-12-31	$0
Value of corrective distributions	2011-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2011-12-31	$0
Minimum employer required contribution for this plan year	2011-12-31	$0
Amount contributed by the employer to the plan for this plan year	2011-12-31	$0
2010 : HARTZELL, TUCKER & HARTZELL 2010 401k financial data
Total income from all sources	2010-12-31	$30,785
Expenses. Total of all expenses incurred	2010-12-31	$1,548
Benefits paid (including direct rollovers)	2010-12-31	$1,548
Total plan assets at end of year	2010-12-31	$406,158
Total plan assets at beginning of year	2010-12-31	$376,921
Value of fidelity bond covering the plan	2010-12-31	$50,000
Total contributions received or receivable from participants	2010-12-31	$0
Expenses. Other expenses not covered elsewhere	2010-12-31	$0
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$17,718
Net income (gross income less expenses)	2010-12-31	$29,237
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$406,158
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$376,921
Assets. Value of participant loans	2010-12-31	$0
Total contributions received or receivable from employer(s)	2010-12-31	$13,067
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2010-12-31	$0
Minimum employer required contribution for this plan year	2010-12-31	$0
Amount contributed by the employer to the plan for this plan year	2010-12-31	$0
2009 : HARTZELL, TUCKER & HARTZELL 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2009-12-31	$0
Minimum employer required contribution for this plan year	2009-12-31	$0
Amount contributed by the employer to the plan for this plan year	2009-12-31	$0

Form 5500 Responses for HARTZELL, TUCKER & HARTZELL

2011: HARTZELL, TUCKER & HARTZELL 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	Yes
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 – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: HARTZELL, TUCKER & HARTZELL 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 – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	HARTZELL, TUCKER & HARTZELL
Employer identification number (EIN):	370895526
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers