401k Plan data: HUNGERFORD & CO. 401(K) PROFIT SHARING PLAN plan

HUNGERFORD & CO. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	HUNGERFORD & CO. 401(K) PROFIT SHARING PLAN
Plan identification number	001

HUNGERFORD & CO. 401(K) PROFIT SHARING 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.
Participant-directed brokerage accounts provided as an investment option under the plan.
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.
Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

HUNGERFORD & CO. has sponsored the creation of one or more 401k plans.

Company Name: HUNGERFORD & CO.

Employer identification number (EIN): 382904869

NAIC Classification: 541211
NAIC Description: Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HUNGERFORD & CO. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2016-01-01 DENNIS R. DANVILLE
001 2015-01-01 DENNIS R. DANVILLE
001 2014-01-01 DENNIS DANVILLE 2015-10-14 DENNIS DANVILLE 2015-10-14
001 2013-01-01 DENNIS R. DANVILLE 2014-10-15
001 2012-01-01 DENNIS DANVILLE 2013-10-14 DENNIS DANVILLE 2013-10-14
001 2011-01-01 DENNIS DANVILLE 2013-10-14 DENNIS DANVILLE 2013-10-14
001 2010-01-01 DENNIS R. DANVILLE 2011-10-13
001 2007-01-01
001 2007-01-01 DENNIS DANVILLE

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2016-01-01	DENNIS R. DANVILLE
001	2015-01-01	DENNIS R. DANVILLE
001	2014-01-01	DENNIS DANVILLE	2015-10-14	DENNIS DANVILLE	2015-10-14
001	2013-01-01	DENNIS R. DANVILLE	2014-10-15
001	2012-01-01	DENNIS DANVILLE	2013-10-14	DENNIS DANVILLE	2013-10-14
001	2011-01-01	DENNIS DANVILLE	2013-10-14	DENNIS DANVILLE	2013-10-14
001	2010-01-01	DENNIS R. DANVILLE	2011-10-13
001	2007-01-01
001	2007-01-01	DENNIS DANVILLE

Plan Statistics for HUNGERFORD & CO. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for HUNGERFORD & CO. 401(K) PROFIT SHARING PLAN

Measure Date Value
2016: HUNGERFORD & CO. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 0
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 0
Total of all active and inactive participants 2016-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: HUNGERFORD & CO. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 20
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 0
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 1
Total of all active and inactive participants 2015-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 1
Number of participants with account balances 2015-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2007: HUNGERFORD & CO. 401(K) PROFIT SHARING PLAN 2007 401k membership
Total participants, beginning-of-year 2007-01-01 19
Total number of active participants reported on line 7a of the Form 5500 2007-01-01 18
Number of retired or separated participants receiving benefits 2007-01-01 0
Number of other retired or separated participants entitled to future benefits 2007-01-01 1
Total of all active and inactive participants 2007-01-01 19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2007-01-01 0
Total participants 2007-01-01 19
Number of participants with account balances 2007-01-01 19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2007-01-01 0

Measure	Date	Value
2016: HUNGERFORD & CO. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	0
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	0
Total of all active and inactive participants	2016-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: HUNGERFORD & CO. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	20
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	0
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	1
Total of all active and inactive participants	2015-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	1
Number of participants with account balances	2015-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2007: HUNGERFORD & CO. 401(K) PROFIT SHARING PLAN 2007 401k membership
Total participants, beginning-of-year	2007-01-01	19
Total number of active participants reported on line 7a of the Form 5500	2007-01-01	18
Number of retired or separated participants receiving benefits	2007-01-01	0
Number of other retired or separated participants entitled to future benefits	2007-01-01	1
Total of all active and inactive participants	2007-01-01	19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2007-01-01	0
Total participants	2007-01-01	19
Number of participants with account balances	2007-01-01	19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2007-01-01	0

Financial Data on HUNGERFORD & CO. 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2016 : HUNGERFORD & CO. 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$705
Expenses. Total of all expenses incurred	2016-12-31	$18,560
Benefits paid (including direct rollovers)	2016-12-31	$18,518
Total plan assets at end of year	2016-12-31	$0
Total plan assets at beginning of year	2016-12-31	$17,855
Value of fidelity bond covering the plan	2016-12-31	$40,000
Expenses. Other expenses not covered elsewhere	2016-12-31	$2
Other income received	2016-12-31	$705
Net income (gross income less expenses)	2016-12-31	$-17,855
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$17,855
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$40
2015 : HUNGERFORD & CO. 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$43,214
Expenses. Total of all expenses incurred	2015-12-31	$2,677,566
Benefits paid (including direct rollovers)	2015-12-31	$2,676,583
Total plan assets at end of year	2015-12-31	$17,855
Total plan assets at beginning of year	2015-12-31	$2,652,207
Expenses. Other expenses not covered elsewhere	2015-12-31	$983
Other income received	2015-12-31	$43,214
Net income (gross income less expenses)	2015-12-31	$-2,634,352
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$17,855
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$2,652,207
2007 : HUNGERFORD & CO. 401(K) PROFIT SHARING PLAN 2007 401k financial data
Total income from all sources	2007-12-31	$500,118
Expenses. Total of all expenses incurred	2007-12-31	$47,397
Benefits paid (including direct rollovers)	2007-12-31	$46,412
Total plan assets at end of year	2007-12-31	$2,690,920
Total plan assets at beginning of year	2007-12-31	$2,238,199
Value of fidelity bond covering the plan	2007-12-31	$40,000
Total contributions received or receivable from participants	2007-12-31	$158,305
Expenses. Other expenses not covered elsewhere	2007-12-31	$985
Contributions received from other sources (not participants or employers)	2007-12-31	$4,187
Other income received	2007-12-31	$315,887
Net income (gross income less expenses)	2007-12-31	$452,721
Net plan assets at end of year (total assets less liabilities)	2007-12-31	$2,690,920
Net plan assets at beginning of year (total assets less liabilities)	2007-12-31	$2,238,199
Assets. Value of participant loans	2007-12-31	$18,400
Total contributions received or receivable from employer(s)	2007-12-31	$21,739

Form 5500 Responses for HUNGERFORD & CO. 401(K) PROFIT SHARING PLAN

2016: HUNGERFORD & CO. 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	This submission is the final filing	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: HUNGERFORD & CO. 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2007: HUNGERFORD & CO. 401(K) PROFIT SHARING PLAN 2007 form 5500 responses
2007-01-01	Type of plan entity	Single employer plan
2007-01-01	Submission has been amended	No
2007-01-01	This submission is the final filing	No
2007-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2007-01-01	Plan is a collectively bargained plan	No
2007-01-01	Plan funding arrangement – Insurance	Yes
2007-01-01	Plan funding arrangement – Trust	Yes
2007-01-01	Plan benefit arrangement – Insurance	Yes
2007-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE CAMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

6-13220

Policy instance

Insurance contract or identification number	6-13220
Number of Individuals Covered	19
Insurance policy start date	2007-01-01
Insurance policy end date	2007-12-31
Total amount of commissions paid to insurance broker	USD $5,806
Total amount of fees paid to insurance company	USD $457
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Company Name:	HUNGERFORD & CO.
Employer identification number (EIN):	382904869
NAIC Classification:	541211
NAIC Description:	Offices of Certified Public Accountants