HEART-N-HAND, INC. has sponsored the creation of one or more 401k plans.
Additional information about HEART-N-HAND, INC.
Submission information for form 5500 for 401k plan HEART-N-HAND INC RETIREMENT PLAN
Measure | Date | Value |
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2022: HEART-N-HAND INC RETIREMENT PLAN 2022 401k membership |
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Total participants, beginning-of-year | 2022-01-01 | 11 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 11 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 0 |
Total of all active and inactive participants | 2022-01-01 | 11 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 11 |
Number of participants with account balances | 2022-01-01 | 11 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: HEART-N-HAND INC RETIREMENT PLAN 2021 401k membership |
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Total participants, beginning-of-year | 2021-01-01 | 11 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 11 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 0 |
Total of all active and inactive participants | 2021-01-01 | 11 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 11 |
Number of participants with account balances | 2021-01-01 | 11 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: HEART-N-HAND INC RETIREMENT PLAN 2020 401k membership |
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Total participants, beginning-of-year | 2020-01-01 | 10 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 11 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 0 |
Total of all active and inactive participants | 2020-01-01 | 11 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 11 |
Number of participants with account balances | 2020-01-01 | 11 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: HEART-N-HAND INC RETIREMENT PLAN 2019 401k membership |
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Total participants, beginning-of-year | 2019-01-01 | 10 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 10 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 0 |
Total of all active and inactive participants | 2019-01-01 | 10 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 10 |
Number of participants with account balances | 2019-01-01 | 10 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: HEART-N-HAND INC RETIREMENT PLAN 2018 401k membership |
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Total participants, beginning-of-year | 2018-01-01 | 0 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 10 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 0 |
Total of all active and inactive participants | 2018-01-01 | 10 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 10 |
Number of participants with account balances | 2018-01-01 | 10 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
Measure | Date | Value |
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2022 : HEART-N-HAND INC RETIREMENT PLAN 2022 401k financial data |
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Total income from all sources | 2022-12-31 | $63,059 |
Total plan assets at end of year | 2022-12-31 | $535,404 |
Total plan assets at beginning of year | 2022-12-31 | $472,345 |
Value of fidelity bond covering the plan | 2022-12-31 | $60,000 |
Total contributions received or receivable from participants | 2022-12-31 | $66,572 |
Other income received | 2022-12-31 | $-15,769 |
Net income (gross income less expenses) | 2022-12-31 | $63,059 |
Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $535,404 |
Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $472,345 |
Total contributions received or receivable from employer(s) | 2022-12-31 | $12,256 |
2021 : HEART-N-HAND INC RETIREMENT PLAN 2021 401k financial data |
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Total income from all sources | 2021-12-31 | $130,080 |
Total plan assets at end of year | 2021-12-31 | $472,345 |
Total plan assets at beginning of year | 2021-12-31 | $342,265 |
Value of fidelity bond covering the plan | 2021-12-31 | $50,000 |
Total contributions received or receivable from participants | 2021-12-31 | $65,213 |
Other income received | 2021-12-31 | $53,478 |
Net income (gross income less expenses) | 2021-12-31 | $130,080 |
Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $472,345 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $342,265 |
Total contributions received or receivable from employer(s) | 2021-12-31 | $11,389 |
2020 : HEART-N-HAND INC RETIREMENT PLAN 2020 401k financial data |
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Total income from all sources | 2020-12-31 | $129,095 |
Expenses. Total of all expenses incurred | 2020-12-31 | $125 |
Total plan assets at end of year | 2020-12-31 | $342,265 |
Total plan assets at beginning of year | 2020-12-31 | $213,295 |
Value of fidelity bond covering the plan | 2020-12-31 | $40,000 |
Total contributions received or receivable from participants | 2020-12-31 | $62,588 |
Other income received | 2020-12-31 | $56,277 |
Net income (gross income less expenses) | 2020-12-31 | $128,970 |
Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $342,265 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $213,295 |
Total contributions received or receivable from employer(s) | 2020-12-31 | $10,230 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $125 |
2019 : HEART-N-HAND INC RETIREMENT PLAN 2019 401k financial data |
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Total income from all sources | 2019-12-31 | $87,223 |
Expenses. Total of all expenses incurred | 2019-12-31 | $7,434 |
Benefits paid (including direct rollovers) | 2019-12-31 | $6,944 |
Total plan assets at end of year | 2019-12-31 | $213,295 |
Total plan assets at beginning of year | 2019-12-31 | $133,506 |
Value of fidelity bond covering the plan | 2019-12-31 | $20,000 |
Total contributions received or receivable from participants | 2019-12-31 | $47,148 |
Other income received | 2019-12-31 | $31,885 |
Net income (gross income less expenses) | 2019-12-31 | $79,789 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $213,295 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $133,506 |
Total contributions received or receivable from employer(s) | 2019-12-31 | $8,190 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $490 |
2018 : HEART-N-HAND INC RETIREMENT PLAN 2018 401k financial data |
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Total income from all sources | 2018-12-31 | $133,506 |
Total plan assets at end of year | 2018-12-31 | $133,506 |
Total plan assets at beginning of year | 2018-12-31 | $0 |
Value of fidelity bond covering the plan | 2018-12-31 | $20,000 |
Total contributions received or receivable from participants | 2018-12-31 | $44,733 |
Contributions received from other sources (not participants or employers) | 2018-12-31 | $91,957 |
Other income received | 2018-12-31 | $-12,998 |
Net income (gross income less expenses) | 2018-12-31 | $133,506 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $133,506 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $9,814 |
2022: HEART-N-HAND INC RETIREMENT PLAN 2022 form 5500 responses |
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2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Plan funding arrangement – Insurance | Yes |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: HEART-N-HAND INC RETIREMENT PLAN 2021 form 5500 responses |
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2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Plan funding arrangement – Insurance | Yes |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: HEART-N-HAND INC RETIREMENT PLAN 2020 form 5500 responses |
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2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Plan funding arrangement – Insurance | Yes |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: HEART-N-HAND INC RETIREMENT PLAN 2019 form 5500 responses |
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2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Plan funding arrangement – Insurance | Yes |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: HEART-N-HAND INC RETIREMENT PLAN 2018 form 5500 responses |
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2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | First time form 5500 has been submitted | Yes |
2018-01-01 | Plan funding arrangement – Insurance | Yes |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 ) |
Policy contract number | 809074-000 |
Policy instance | 1 |
Insurance contract or identification number | 809074-000 | Insurance policy start date | 2022-01-01 | Insurance policy end date | 2022-12-31 | Total amount of commissions paid to insurance broker | USD $2,515 | Total amount of fees paid to insurance company | USD $252 | Contracts With Unallocated Funds Deposit Administration | 1 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $2,515 | Insurance broker organization code? | 3 | Amount paid for insurance broker fees | 252 |
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TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 ) |
Policy contract number | 809074-000 |
Policy instance | 1 |
Insurance contract or identification number | 809074-000 | Insurance policy start date | 2021-01-01 | Insurance policy end date | 2021-12-31 | Total amount of commissions paid to insurance broker | USD $2,011 | Total amount of fees paid to insurance company | USD $204 | Contracts With Unallocated Funds Deposit Administration | 1 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $2,011 | Insurance broker organization code? | 3 | Amount paid for insurance broker fees | 204 |
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TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 ) |
Policy contract number | 809074-000 |
Policy instance | 1 |
Insurance contract or identification number | 809074-000 | Insurance policy start date | 2020-01-01 | Insurance policy end date | 2020-12-31 | Total amount of commissions paid to insurance broker | USD $1,455 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $1,320 | Insurance broker organization code? | 3 |
|
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 ) |
Policy contract number | 809074-000 |
Policy instance | 1 |
Insurance contract or identification number | 809074-000 | Insurance policy start date | 2019-01-01 | Insurance policy end date | 2019-12-31 | Total amount of commissions paid to insurance broker | USD $861 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $782 | Insurance broker organization code? | 3 |
|
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 ) |
Policy contract number | 809074-000 |
Policy instance | 1 |
Insurance contract or identification number | 809074-000 | Insurance policy start date | 2018-01-01 | Insurance policy end date | 2018-12-31 | Total amount of commissions paid to insurance broker | USD $464 | Total amount of fees paid to insurance company | USD $51 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $464 | Insurance broker organization code? | 3 | Amount paid for insurance broker fees | 51 |
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