?>
Logo

HIRSCHBACH COMPANIES 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameHIRSCHBACH COMPANIES 401(K) PROFIT SHARING PLAN
Plan identification number 001

HIRSCHBACH COMPANIES 401(K) PROFIT SHARING 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

HIRSCHBACH MOTOR LINES, INC. has sponsored the creation of one or more 401k plans.

Company Name:HIRSCHBACH MOTOR LINES, INC.
Employer identification number (EIN):420883252
NAIC Classification:484120
NAIC Description: General Freight Trucking, Long-Distance

Additional information about HIRSCHBACH MOTOR LINES, INC.

Jurisdiction of Incorporation: Iowa Secretary of State Business Entities
Incorporation Date: 1961-01-03
Company Identification Number: 018999
Legal Registered Office Address: 2460 KERPER BLVD

DUBUQUE
United States of America (USA)
52001

More information about HIRSCHBACH MOTOR LINES, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HIRSCHBACH COMPANIES 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01MARLEE TART2023-10-13
0012021-01-01PAUL HERZOG2022-10-17
0012020-01-01PAUL HERZOG2021-10-15
0012019-01-01PAUL HERZOG2020-10-12
0012018-01-01
0012017-01-01PAUL HERZOG
0012017-01-01PAUL HERZOG
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01TOM GROJEAN
0012011-01-01TOM GROJEAN
0012010-01-01TOM GROJEAN
0012009-01-01TOM GROJEAN

Plan Statistics for HIRSCHBACH COMPANIES 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for HIRSCHBACH COMPANIES 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: HIRSCHBACH COMPANIES 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01603
Total number of active participants reported on line 7a of the Form 55002022-01-01781
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01124
Total of all active and inactive participants2022-01-01905
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01905
Number of participants with account balances2022-01-01905
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-01181
2021: HIRSCHBACH COMPANIES 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01510
Total number of active participants reported on line 7a of the Form 55002021-01-01603
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01116
Total of all active and inactive participants2021-01-01719
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01719
Number of participants with account balances2021-01-01719
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0137
2020: HIRSCHBACH COMPANIES 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01386
Total number of active participants reported on line 7a of the Form 55002020-01-01414
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0196
Total of all active and inactive participants2020-01-01510
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01510
Number of participants with account balances2020-01-01510
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0123
2019: HIRSCHBACH COMPANIES 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01297
Total number of active participants reported on line 7a of the Form 55002019-01-01318
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0168
Total of all active and inactive participants2019-01-01386
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01386
Number of participants with account balances2019-01-01386
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-016
2018: HIRSCHBACH COMPANIES 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01240
Total number of active participants reported on line 7a of the Form 55002018-01-01252
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0145
Total of all active and inactive participants2018-01-01297
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01297
Number of participants with account balances2018-01-01297
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-018
2017: HIRSCHBACH COMPANIES 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01231
Total number of active participants reported on line 7a of the Form 55002017-01-01196
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0144
Total of all active and inactive participants2017-01-01240
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01240
Number of participants with account balances2017-01-01240
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0112
2016: HIRSCHBACH COMPANIES 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01178
Total number of active participants reported on line 7a of the Form 55002016-01-01192
Number of other retired or separated participants entitled to future benefits2016-01-0139
Total of all active and inactive participants2016-01-01231
Total participants2016-01-01231
Number of participants with account balances2016-01-01231
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-018
2015: HIRSCHBACH COMPANIES 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01139
Total number of active participants reported on line 7a of the Form 55002015-01-01178
Number of other retired or separated participants entitled to future benefits2015-01-0139
Total of all active and inactive participants2015-01-01217
Total participants2015-01-01217
Number of participants with account balances2015-01-01178
2014: HIRSCHBACH COMPANIES 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01139
Total number of active participants reported on line 7a of the Form 55002014-01-0199
Number of other retired or separated participants entitled to future benefits2014-01-0140
Total of all active and inactive participants2014-01-01139
Total participants2014-01-01139
Number of participants with account balances2014-01-01139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-013
2013: HIRSCHBACH COMPANIES 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01146
Total number of active participants reported on line 7a of the Form 55002013-01-0193
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0150
Total of all active and inactive participants2013-01-01143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01143
Number of participants with account balances2013-01-01143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-013
2012: HIRSCHBACH COMPANIES 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01166
Total number of active participants reported on line 7a of the Form 55002012-01-01105
Number of retired or separated participants receiving benefits2012-01-011
Number of other retired or separated participants entitled to future benefits2012-01-0140
Total of all active and inactive participants2012-01-01146
Total participants2012-01-01146
Number of participants with account balances2012-01-01146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-011
2011: HIRSCHBACH COMPANIES 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01187
Total number of active participants reported on line 7a of the Form 55002011-01-01115
Number of retired or separated participants receiving benefits2011-01-012
Number of other retired or separated participants entitled to future benefits2011-01-0149
Total of all active and inactive participants2011-01-01166
Total participants2011-01-01166
Number of participants with account balances2011-01-01166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-013
2010: HIRSCHBACH COMPANIES 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01214
Total number of active participants reported on line 7a of the Form 55002010-01-01142
Number of retired or separated participants receiving benefits2010-01-012
Number of other retired or separated participants entitled to future benefits2010-01-0143
Total of all active and inactive participants2010-01-01187
Total participants2010-01-01187
Number of participants with account balances2010-01-01187
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-018
2009: HIRSCHBACH COMPANIES 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01152
Total number of active participants reported on line 7a of the Form 55002009-01-01172
Number of retired or separated participants receiving benefits2009-01-012
Number of other retired or separated participants entitled to future benefits2009-01-0140
Total of all active and inactive participants2009-01-01214
Total participants2009-01-01214
Number of participants with account balances2009-01-01214

Financial Data on HIRSCHBACH COMPANIES 401(K) PROFIT SHARING PLAN

Measure Date Value
2022 : HIRSCHBACH COMPANIES 401(K) PROFIT SHARING 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$1,292,336
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$3,071,386
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$2,947,258
Value of total corrective distributions2022-12-31$2,419
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$4,179,294
Value of total assets at end of year2022-12-31$17,719,899
Value of total assets at beginning of year2022-12-31$19,498,949
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$121,709
Total interest from all sources2022-12-31$151,665
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$346,993
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$346,993
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$3,117,302
Participant contributions at end of year2022-12-31$411,835
Participant contributions at beginning of year2022-12-31$445,947
Participant contributions at end of year2022-12-31$97,679
Participant contributions at beginning of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$306,932
Administrative expenses (other) incurred2022-12-31$93,918
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,779,050
Value of net assets at end of year (total assets less liabilities)2022-12-31$17,719,899
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$19,498,949
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
Investment advisory and management fees2022-12-31$27,791
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$10,455,335
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$14,173,438
Interest on participant loans2022-12-31$17,325
Interest earned on other investments2022-12-31$134,340
Value of interest in common/collective trusts at end of year2022-12-31$6,728,926
Value of interest in common/collective trusts at beginning of year2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$4,879,564
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-3,503,999
Net investment gain or loss from common/collective trusts2022-12-31$118,383
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$755,060
Employer contributions (assets) at end of year2022-12-31$26,124
Employer contributions (assets) at beginning of year2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$2,947,258
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 name2022-12-31SCHNURR & COMPANY, LLP
Accountancy firm EIN2022-12-31421282836
2021 : HIRSCHBACH COMPANIES 401(K) PROFIT SHARING 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$6,294,025
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,439,658
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,326,848
Value of total corrective distributions2021-12-31$40,805
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$4,274,635
Value of total assets at end of year2021-12-31$19,498,949
Value of total assets at beginning of year2021-12-31$14,644,582
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$72,005
Total interest from all sources2021-12-31$138,299
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$104,480
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$104,480
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$2,237,734
Participant contributions at end of year2021-12-31$445,947
Participant contributions at beginning of year2021-12-31$331,337
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$40,867
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$1,510,375
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$0
Administrative expenses (other) incurred2021-12-31$42,517
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$4,854,367
Value of net assets at end of year (total assets less liabilities)2021-12-31$19,498,949
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$14,644,582
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
Investment advisory and management fees2021-12-31$29,488
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$14,173,438
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$10,555,401
Interest on participant loans2021-12-31$17,432
Interest earned on other investments2021-12-31$120,867
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$4,879,564
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$3,708,552
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,776,611
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$526,526
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$8,425
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,326,848
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 name2021-12-31SCHNURR & COMPANY, LLP
Accountancy firm EIN2021-12-31421282836
2020 : HIRSCHBACH COMPANIES 401(K) PROFIT SHARING 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$63,258
Total income from all sources (including contributions)2020-12-31$4,048,266
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,046,444
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,007,262
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,965,676
Value of total assets at end of year2020-12-31$14,644,582
Value of total assets at beginning of year2020-12-31$11,706,018
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$39,182
Total interest from all sources2020-12-31$107,308
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$47,363
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$47,363
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$1,565,817
Participant contributions at end of year2020-12-31$331,337
Participant contributions at beginning of year2020-12-31$238,831
Participant contributions at end of year2020-12-31$40,867
Participant contributions at beginning of year2020-12-31$24,078
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$47,585
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$63,258
Administrative expenses (other) incurred2020-12-31$39,182
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$3,001,822
Value of net assets at end of year (total assets less liabilities)2020-12-31$14,644,582
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$11,642,760
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$10,555,401
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$8,548,279
Interest on participant loans2020-12-31$13,607
Interest earned on other investments2020-12-31$93,701
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$3,708,552
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$2,888,867
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,927,919
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$352,274
Employer contributions (assets) at end of year2020-12-31$8,425
Employer contributions (assets) at beginning of year2020-12-31$5,963
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,007,262
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 name2020-12-31SCHNURR & COMPANY, LLP
Accountancy firm EIN2020-12-31421282836
2019 : HIRSCHBACH COMPANIES 401(K) PROFIT SHARING 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$63,258
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$3,805,102
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$970,619
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$931,636
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,866,179
Value of total assets at end of year2019-12-31$11,706,018
Value of total assets at beginning of year2019-12-31$8,808,277
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$38,983
Total interest from all sources2019-12-31$83,961
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$56,173
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$56,173
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$1,235,935
Participant contributions at end of year2019-12-31$238,831
Participant contributions at beginning of year2019-12-31$223,317
Participant contributions at end of year2019-12-31$24,078
Participant contributions at beginning of year2019-12-31$20,349
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$314,945
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$63,258
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Administrative expenses (other) incurred2019-12-31$17,818
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$2,834,483
Value of net assets at end of year (total assets less liabilities)2019-12-31$11,642,760
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$8,808,277
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
Investment advisory and management fees2019-12-31$21,165
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$8,548,279
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$6,333,863
Interest on participant loans2019-12-31$12,860
Interest earned on other investments2019-12-31$71,101
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$2,888,867
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$2,230,618
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,798,789
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
Assets. Invements in employer securities at end of year2019-12-31$0
Assets. Invements in employer securities at beginning of year2019-12-31$0
Contributions received in cash from employer2019-12-31$315,299
Employer contributions (assets) at end of year2019-12-31$5,963
Employer contributions (assets) at beginning of year2019-12-31$130
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$931,636
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 name2019-12-31SCHNURR & COMPANY, LLP
Accountancy firm EIN2019-12-31421282836
2018 : HIRSCHBACH COMPANIES 401(K) PROFIT SHARING 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$17,834
Total income from all sources (including contributions)2018-12-31$949,158
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$601,492
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$578,226
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,243,723
Value of total assets at end of year2018-12-31$8,808,277
Value of total assets at beginning of year2018-12-31$8,478,445
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$23,266
Total interest from all sources2018-12-31$70,979
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$51,267
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$51,267
Administrative expenses professional fees incurred2018-12-31$23,266
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 period2018-12-31No
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$943,698
Participant contributions at end of year2018-12-31$223,317
Participant contributions at beginning of year2018-12-31$138,143
Participant contributions at end of year2018-12-31$20,349
Participant contributions at beginning of year2018-12-31$29,373
Assets. Other investments not covered elsewhere at end of year2018-12-31$2,230,618
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$1,996,090
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$67,184
Liabilities. Value of operating payables at beginning of year2018-12-31$17,834
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$347,666
Value of net assets at end of year (total assets less liabilities)2018-12-31$8,808,277
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$8,460,611
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
Interest on participant loans2018-12-31$7,965
Interest earned on other investments2018-12-31$63,014
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$6,333,863
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$6,307,320
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-416,811
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$232,841
Employer contributions (assets) at end of year2018-12-31$130
Employer contributions (assets) at beginning of year2018-12-31$7,519
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$578,226
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
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 name2018-12-31SCHNURR & COMPANY, LLP
Accountancy firm EIN2018-12-31421282836
2017 : HIRSCHBACH COMPANIES 401(K) PROFIT SHARING 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$17,834
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$5,238
Total income from all sources (including contributions)2017-12-31$2,452,929
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$907,857
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$888,688
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,138,505
Value of total assets at end of year2017-12-31$8,478,445
Value of total assets at beginning of year2017-12-31$6,920,777
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$19,169
Total interest from all sources2017-12-31$60,176
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$51,112
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$51,112
Administrative expenses professional fees incurred2017-12-31$19,169
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$738,488
Participant contributions at end of year2017-12-31$138,143
Participant contributions at beginning of year2017-12-31$107,780
Participant contributions at end of year2017-12-31$29,373
Participant contributions at beginning of year2017-12-31$0
Assets. Other investments not covered elsewhere at end of year2017-12-31$1,996,090
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$1,793,835
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$219,626
Liabilities. Value of operating payables at end of year2017-12-31$17,834
Liabilities. Value of operating payables at beginning of year2017-12-31$5,238
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$1,545,072
Value of net assets at end of year (total assets less liabilities)2017-12-31$8,460,611
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$6,915,539
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
Interest on participant loans2017-12-31$4,553
Interest earned on other investments2017-12-31$55,623
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$6,307,320
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$5,019,162
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,203,136
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
Contributions received in cash from employer2017-12-31$180,391
Employer contributions (assets) at end of year2017-12-31$7,519
Employer contributions (assets) at beginning of year2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$888,688
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 name2017-12-31SCHNURR & COMPANY, LLP
Accountancy firm EIN2017-12-31421282836
2016 : HIRSCHBACH COMPANIES 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$5,238
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$5,829
Total income from all sources (including contributions)2016-12-31$1,236,646
Total of all expenses incurred2016-12-31$678,890
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$662,790
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$849,918
Value of total assets at end of year2016-12-31$6,920,777
Value of total assets at beginning of year2016-12-31$6,363,612
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$16,100
Total interest from all sources2016-12-31$55,933
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$44,579
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$645,324
Participant contributions at end of year2016-12-31$107,780
Participant contributions at beginning of year2016-12-31$89,250
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$56,421
Liabilities. Value of operating payables at end of year2016-12-31$5,238
Liabilities. Value of operating payables at beginning of year2016-12-31$5,829
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$557,756
Value of net assets at end of year (total assets less liabilities)2016-12-31$6,915,539
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$6,357,783
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
Investment advisory and management fees2016-12-31$16,100
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$5,019,162
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$4,807,582
Interest on participant loans2016-12-31$2,549
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$53,384
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$1,793,835
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$1,466,780
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$286,216
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$148,173
Income. Dividends from common stock2016-12-31$44,579
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$662,790
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 name2016-12-31SCHNURR & COMPANY, LLP
Accountancy firm EIN2016-12-31421282836
2015 : HIRSCHBACH COMPANIES 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$5,829
Total income from all sources (including contributions)2015-12-31$536,649
Total of all expenses incurred2015-12-31$453,134
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$453,134
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$498,803
Value of total assets at end of year2015-12-31$6,363,612
Value of total assets at beginning of year2015-12-31$6,274,268
Total interest from all sources2015-12-31$46,653
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$30,214
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$363,788
Participant contributions at end of year2015-12-31$89,250
Participant contributions at beginning of year2015-12-31$73,446
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$45,178
Liabilities. Value of operating payables at end of year2015-12-31$5,829
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$83,515
Value of net assets at end of year (total assets less liabilities)2015-12-31$6,357,783
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$6,274,268
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$4,807,582
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$4,696,349
Interest on participant loans2015-12-31$1,399
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$45,254
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$1,466,780
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$1,504,473
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-39,021
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$89,837
Income. Dividends from common stock2015-12-31$30,214
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$453,134
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31SCHNURR & COMPANY, LLP
Accountancy firm EIN2015-12-31421282836
2014 : HIRSCHBACH COMPANIES 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$713,405
Total of all expenses incurred2014-12-31$425,448
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$425,448
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$376,777
Value of total assets at end of year2014-12-31$6,274,268
Value of total assets at beginning of year2014-12-31$5,986,311
Total interest from all sources2014-12-31$46,881
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$34,954
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$259,206
Participant contributions at end of year2014-12-31$73,446
Participant contributions at beginning of year2014-12-31$105,442
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$50,649
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$287,957
Value of net assets at end of year (total assets less liabilities)2014-12-31$6,274,268
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$5,986,311
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$4,696,349
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$4,187,905
Interest on participant loans2014-12-31$3,838
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$43,043
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$1,504,473
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$1,692,964
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$254,793
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$66,922
Income. Dividends from common stock2014-12-31$34,954
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$425,448
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31SCHNURR & COMPANY, LLP
Accountancy firm EIN2014-12-31421282836
2013 : HIRSCHBACH COMPANIES 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$1,350,792
Total of all expenses incurred2013-12-31$425,060
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$425,060
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$305,007
Value of total assets at end of year2013-12-31$5,986,311
Value of total assets at beginning of year2013-12-31$5,060,579
Total interest from all sources2013-12-31$38,494
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$34,425
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$250,554
Participant contributions at end of year2013-12-31$105,442
Participant contributions at beginning of year2013-12-31$103,167
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$5,961
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$925,732
Value of net assets at end of year (total assets less liabilities)2013-12-31$5,986,311
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$5,060,579
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$4,187,905
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$3,770,650
Interest on participant loans2013-12-31$2,286
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$36,208
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$1,692,964
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$1,179,376
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$972,866
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$54,453
Employer contributions (assets) at end of year2013-12-31$0
Employer contributions (assets) at beginning of year2013-12-31$1,425
Income. Dividends from common stock2013-12-31$34,425
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$425,060
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31SCHNURR & COMPANY, LLP
Accountancy firm EIN2013-12-31421282836
2012 : HIRSCHBACH COMPANIES 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$775,731
Total of all expenses incurred2012-12-31$248,651
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$248,651
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$287,465
Value of total assets at end of year2012-12-31$5,060,579
Value of total assets at beginning of year2012-12-31$4,533,499
Total interest from all sources2012-12-31$37,098
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$34,160
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$233,592
Participant contributions at end of year2012-12-31$103,167
Participant contributions at beginning of year2012-12-31$115,214
Participant contributions at end of year2012-12-31$5,961
Participant contributions at beginning of year2012-12-31$5,909
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$527,080
Value of net assets at end of year (total assets less liabilities)2012-12-31$5,060,579
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$4,533,499
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$3,770,650
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$3,304,328
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$37,098
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$1,179,376
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$1,106,540
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$417,008
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$53,873
Employer contributions (assets) at end of year2012-12-31$1,425
Employer contributions (assets) at beginning of year2012-12-31$1,508
Income. Dividends from common stock2012-12-31$34,160
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$248,651
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31SCHNURR & COMPANY, LLP
Accountancy firm EIN2012-12-31421282836
2011 : HIRSCHBACH COMPANIES 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$2,299
Total income from all sources (including contributions)2011-12-31$263,773
Total of all expenses incurred2011-12-31$843,039
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$843,039
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$294,889
Value of total assets at end of year2011-12-31$4,533,499
Value of total assets at beginning of year2011-12-31$5,115,064
Total interest from all sources2011-12-31$39,399
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$38,124
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$251,701
Participant contributions at end of year2011-12-31$115,214
Participant contributions at beginning of year2011-12-31$165,666
Participant contributions at end of year2011-12-31$5,909
Participant contributions at beginning of year2011-12-31$7,210
Liabilities. Value of operating payables at end of year2011-12-31$0
Liabilities. Value of operating payables at beginning of year2011-12-31$2,299
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-579,266
Value of net assets at end of year (total assets less liabilities)2011-12-31$4,533,499
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$5,112,765
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$3,304,328
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$3,674,137
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$39,399
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$1,106,540
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$1,266,253
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-108,639
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$43,188
Employer contributions (assets) at end of year2011-12-31$1,508
Employer contributions (assets) at beginning of year2011-12-31$1,798
Income. Dividends from common stock2011-12-31$38,124
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$843,039
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31SCHNURR & COMPANY, LLP
Accountancy firm EIN2011-12-31421282836
2010 : HIRSCHBACH COMPANIES 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$2,299
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$20,291
Total income from all sources (including contributions)2010-12-31$960,036
Total loss/gain on sale of assets2010-12-31$12,649
Total of all expenses incurred2010-12-31$1,044,534
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,044,534
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$419,929
Value of total assets at end of year2010-12-31$5,115,064
Value of total assets at beginning of year2010-12-31$5,217,554
Total interest from all sources2010-12-31$41,378
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$33,661
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$347,062
Participant contributions at end of year2010-12-31$165,666
Participant contributions at beginning of year2010-12-31$98,688
Participant contributions at end of year2010-12-31$7,210
Participant contributions at beginning of year2010-12-31$12,141
Liabilities. Value of operating payables at end of year2010-12-31$2,299
Liabilities. Value of operating payables at beginning of year2010-12-31$20,291
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$-84,498
Value of net assets at end of year (total assets less liabilities)2010-12-31$5,112,765
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$5,197,263
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$3,674,137
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$3,771,473
Interest on participant loans2010-12-31$2,670
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$38,708
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$1,266,253
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$1,332,371
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$452,419
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$72,867
Employer contributions (assets) at end of year2010-12-31$1,798
Employer contributions (assets) at beginning of year2010-12-31$2,881
Income. Dividends from common stock2010-12-31$33,661
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,044,534
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$12,649
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31SCHNURR & COMPANY, LLP
Accountancy firm EIN2010-12-31421282836

Form 5500 Responses for HIRSCHBACH COMPANIES 401(K) PROFIT SHARING PLAN

2022: HIRSCHBACH COMPANIES 401(K) PROFIT SHARING 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: HIRSCHBACH COMPANIES 401(K) PROFIT SHARING 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: HIRSCHBACH COMPANIES 401(K) PROFIT SHARING 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: HIRSCHBACH COMPANIES 401(K) PROFIT SHARING 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: HIRSCHBACH COMPANIES 401(K) PROFIT SHARING 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: HIRSCHBACH COMPANIES 401(K) PROFIT SHARING 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: HIRSCHBACH COMPANIES 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: HIRSCHBACH COMPANIES 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: HIRSCHBACH COMPANIES 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: HIRSCHBACH COMPANIES 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
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: HIRSCHBACH COMPANIES 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
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: HIRSCHBACH COMPANIES 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
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: HIRSCHBACH COMPANIES 401(K) PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
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: HIRSCHBACH COMPANIES 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
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

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number007725
Policy instance 1
Insurance contract or identification number007725
Number of Individuals Covered905
Insurance policy start date2022-01-01
Insurance policy end date2022-06-30
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?Yes
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
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number106670
Policy instance 1
Insurance contract or identification number106670
Number of Individuals Covered719
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $188
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?Yes
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 $0
Amount paid for insurance broker fees188
Additional information about fees paid to insurance brokerSERVICES TO INSURER OR PLANS
Insurance broker organization code?3
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number106670
Policy instance 1
Insurance contract or identification number106670
Number of Individuals Covered510
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
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?Yes
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
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number106670
Policy instance 1
Insurance contract or identification number106670
Number of Individuals Covered386
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
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?Yes
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
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number106670
Policy instance 1
Insurance contract or identification number106670
Number of Individuals Covered297
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $213
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?Yes
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
Amount paid for insurance broker fees213
Additional information about fees paid to insurance brokerSERVICES TO INSURER OR PLAN
Insurance broker organization code?3
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number106670
Policy instance 1
Insurance contract or identification number106670
Number of Individuals Covered240
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $188
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?Yes
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 $0
Amount paid for insurance broker fees188
Additional information about fees paid to insurance brokerSERVICES TO INSURER OR PLAN
Insurance broker organization code?3
Insurance broker nameWELLS FARGO WEALTH BROKE INS AGCY
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number106670
Policy instance 1
Insurance contract or identification number106670
Number of Individuals Covered178
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number106670
Policy instance 1
Insurance contract or identification number106670
Number of Individuals Covered139
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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 guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number106670
Policy instance 1
Insurance contract or identification number106670
Number of Individuals Covered143
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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 guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number106670
Policy instance 1
Insurance contract or identification number106670
Number of Individuals Covered146
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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 guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number106670
Policy instance 1
Insurance contract or identification number106670
Number of Individuals Covered166
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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 guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number106670
Policy instance 1
Insurance contract or identification number106670
Number of Individuals Covered187
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $3,649
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 guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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