401k Plan data: HDI COMPANIES 401(K) PLAN plan

HDI COMPANIES 401(K) PLAN 401k Plan overview

Plan Name	HDI COMPANIES 401(K) PLAN
Plan identification number	001

HDI COMPANIES 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
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.
Participant-directed brokerage accounts provided as an investment option under the plan.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

ANALYTICS HOLDINGS, LLC has sponsored the creation of one or more 401k plans.

Company Name: ANALYTICS HOLDINGS, LLC

Employer identification number (EIN): 454454484

NAIC Classification: 541512
NAIC Description: Computer Systems Design Services

Additional information about ANALYTICS HOLDINGS, LLC

Jurisdiction of Incorporation: State of Delaware Division of Corporations

Incorporation Date:

Company Identification Number: 5099074

More information about ANALYTICS HOLDINGS, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HDI COMPANIES 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 HEATHER MCMONAGLE 2023-09-15
001 2021-01-01 HEATHER MCMONAGLE 2022-06-29
001 2020-01-01
001 2019-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 TRENT KUYKENDALL
001 2016-01-01 TRENT KUYKENDALL
001 2015-01-01 CLAY T. JONES
001 2014-01-01 CLAY T. JONES
001 2013-01-01 CLAY T. JONES
001 2012-01-01 CLAY T. JONES

Plan Statistics for HDI COMPANIES 401(K) PLAN

401k plan membership statisitcs for HDI COMPANIES 401(K) PLAN

Measure Date Value
2020: HDI COMPANIES 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 83
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 22
Number of retired or separated participants receiving benefits 2020-01-01 2
Number of other retired or separated participants entitled to future benefits 2020-01-01 61
Total of all active and inactive participants 2020-01-01 85
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 85
Number of participants with account balances 2020-01-01 78
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: HDI COMPANIES 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 205
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 24
Number of retired or separated participants receiving benefits 2019-01-01 26
Number of other retired or separated participants entitled to future benefits 2019-01-01 89
Total of all active and inactive participants 2019-01-01 139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 139
Number of participants with account balances 2019-01-01 130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: HDI COMPANIES 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 322
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 96
Number of retired or separated participants receiving benefits 2018-01-01 27
Number of other retired or separated participants entitled to future benefits 2018-01-01 99
Total of all active and inactive participants 2018-01-01 222
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 222
Number of participants with account balances 2018-01-01 179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: HDI COMPANIES 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 380
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 231
Number of retired or separated participants receiving benefits 2017-01-01 25
Number of other retired or separated participants entitled to future benefits 2017-01-01 66
Total of all active and inactive participants 2017-01-01 322
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 322
Number of participants with account balances 2017-01-01 205
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: HDI COMPANIES 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 325
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 309
Number of retired or separated participants receiving benefits 2016-01-01 6
Number of other retired or separated participants entitled to future benefits 2016-01-01 65
Total of all active and inactive participants 2016-01-01 380
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 380
Number of participants with account balances 2016-01-01 206
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: HDI COMPANIES 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 312
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 259
Number of retired or separated participants receiving benefits 2015-01-01 3
Number of other retired or separated participants entitled to future benefits 2015-01-01 63
Total of all active and inactive participants 2015-01-01 325
Total participants 2015-01-01 325
Number of participants with account balances 2015-01-01 206
2014: HDI COMPANIES 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 307
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 237
Number of retired or separated participants receiving benefits 2014-01-01 2
Number of other retired or separated participants entitled to future benefits 2014-01-01 73
Total of all active and inactive participants 2014-01-01 312
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 312
Number of participants with account balances 2014-01-01 215
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 3
2013: HDI COMPANIES 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 377
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 236
Number of retired or separated participants receiving benefits 2013-01-01 1
Number of other retired or separated participants entitled to future benefits 2013-01-01 70
Total of all active and inactive participants 2013-01-01 307
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 307
Number of participants with account balances 2013-01-01 213
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: HDI COMPANIES 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 268
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 389
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 10
Total of all active and inactive participants 2012-01-01 399
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 399
Number of participants with account balances 2012-01-01 301
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0

Measure	Date	Value
2020: HDI COMPANIES 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	83
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	22
Number of retired or separated participants receiving benefits	2020-01-01	2
Number of other retired or separated participants entitled to future benefits	2020-01-01	61
Total of all active and inactive participants	2020-01-01	85
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	85
Number of participants with account balances	2020-01-01	78
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: HDI COMPANIES 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	205
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	24
Number of retired or separated participants receiving benefits	2019-01-01	26
Number of other retired or separated participants entitled to future benefits	2019-01-01	89
Total of all active and inactive participants	2019-01-01	139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	139
Number of participants with account balances	2019-01-01	130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: HDI COMPANIES 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	322
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	96
Number of retired or separated participants receiving benefits	2018-01-01	27
Number of other retired or separated participants entitled to future benefits	2018-01-01	99
Total of all active and inactive participants	2018-01-01	222
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	222
Number of participants with account balances	2018-01-01	179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: HDI COMPANIES 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	380
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	231
Number of retired or separated participants receiving benefits	2017-01-01	25
Number of other retired or separated participants entitled to future benefits	2017-01-01	66
Total of all active and inactive participants	2017-01-01	322
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	322
Number of participants with account balances	2017-01-01	205
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: HDI COMPANIES 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	325
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	309
Number of retired or separated participants receiving benefits	2016-01-01	6
Number of other retired or separated participants entitled to future benefits	2016-01-01	65
Total of all active and inactive participants	2016-01-01	380
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	380
Number of participants with account balances	2016-01-01	206
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: HDI COMPANIES 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	312
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	259
Number of retired or separated participants receiving benefits	2015-01-01	3
Number of other retired or separated participants entitled to future benefits	2015-01-01	63
Total of all active and inactive participants	2015-01-01	325
Total participants	2015-01-01	325
Number of participants with account balances	2015-01-01	206
2014: HDI COMPANIES 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	307
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	237
Number of retired or separated participants receiving benefits	2014-01-01	2
Number of other retired or separated participants entitled to future benefits	2014-01-01	73
Total of all active and inactive participants	2014-01-01	312
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	312
Number of participants with account balances	2014-01-01	215
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	3
2013: HDI COMPANIES 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	377
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	236
Number of retired or separated participants receiving benefits	2013-01-01	1
Number of other retired or separated participants entitled to future benefits	2013-01-01	70
Total of all active and inactive participants	2013-01-01	307
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	307
Number of participants with account balances	2013-01-01	213
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: HDI COMPANIES 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	268
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	389
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	10
Total of all active and inactive participants	2012-01-01	399
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	399
Number of participants with account balances	2012-01-01	301
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0

Financial Data on HDI COMPANIES 401(K) PLAN

Measure	Date	Value
2020 : HDI COMPANIES 401(K) PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$932,351
Expenses. Total of all expenses incurred	2020-12-31	$935,450
Benefits paid (including direct rollovers)	2020-12-31	$933,640
Total plan assets at end of year	2020-12-31	$5,957,612
Total plan assets at beginning of year	2020-12-31	$5,960,711
Value of fidelity bond covering the plan	2020-12-31	$1,000,000
Total contributions received or receivable from participants	2020-12-31	$86,928
Contributions received from other sources (not participants or employers)	2020-12-31	$25,021
Other income received	2020-12-31	$788,313
Net income (gross income less expenses)	2020-12-31	$-3,099
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$5,957,612
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$5,960,711
Total contributions received or receivable from employer(s)	2020-12-31	$32,089
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$1,810
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
2019 : HDI COMPANIES 401(K) PLAN 2019 401k financial data
Total income from all sources (including contributions)	2019-12-31	$1,480,939
Total of all expenses incurred	2019-12-31	$1,629,212
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$1,627,897
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$315,018
Value of total assets at end of year	2019-12-31	$5,960,711
Value of total assets at beginning of year	2019-12-31	$6,108,984
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$1,315
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$223,560
Total non interest bearing cash at end of year	2019-12-31	$87
Total non interest bearing cash at beginning of year	2019-12-31	$87
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$-148,273
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$5,960,711
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$6,108,984
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Investment advisory and management fees	2019-12-31	$1,315
Value of interest in pooled separate accounts at end of year	2019-12-31	$5,960,624
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$6,108,897
Net investment gain/loss from pooled separate accounts	2019-12-31	$1,165,921
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$91,458
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$1,627,897
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	No
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	HIMMERWRIGHT, HUGULEY & BOLES, LLC
Accountancy firm EIN	2019-12-31	631212950
2018 : HDI COMPANIES 401(K) PLAN 2018 401k financial data
Total income from all sources (including contributions)	2018-12-31	$276,294
Total of all expenses incurred	2018-12-31	$2,227,343
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$2,225,988
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$683,569
Value of total assets at end of year	2018-12-31	$6,108,984
Value of total assets at beginning of year	2018-12-31	$8,060,033
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$1,355
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$425,767
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$54,303
Total non interest bearing cash at end of year	2018-12-31	$87
Total non interest bearing cash at beginning of year	2018-12-31	$87
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-1,951,049
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$6,108,984
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$8,060,033
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Investment advisory and management fees	2018-12-31	$1,355
Value of interest in pooled separate accounts at end of year	2018-12-31	$6,108,897
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$8,059,946
Net investment gain/loss from pooled separate accounts	2018-12-31	$-407,275
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$203,499
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$2,225,988
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	HIMMELWRIGHT, HUGULEY & BOLES, LLC
Accountancy firm EIN	2018-12-31	631212950
2017 : HDI COMPANIES 401(K) PLAN 2017 401k financial data
Total income from all sources (including contributions)	2017-12-31	$2,062,142
Total of all expenses incurred	2017-12-31	$968,999
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$967,499
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$956,126
Value of total assets at end of year	2017-12-31	$8,060,033
Value of total assets at beginning of year	2017-12-31	$6,966,890
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$1,500
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$610,565
Participant contributions at beginning of year	2017-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$31,476
Total non interest bearing cash at end of year	2017-12-31	$87
Total non interest bearing cash at beginning of year	2017-12-31	$1,463
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$1,093,143
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$8,060,033
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$6,966,890
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Investment advisory and management fees	2017-12-31	$1,500
Value of interest in pooled separate accounts at end of year	2017-12-31	$8,059,946
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$6,965,427
Net investment gain/loss from pooled separate accounts	2017-12-31	$1,106,016
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$314,085
Employer contributions (assets) at beginning of year	2017-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$967,499
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	HIMMELWRIGHT, HUGULEY & BOLES, LLC
Accountancy firm EIN	2017-12-31	631212950
2016 : HDI COMPANIES 401(K) PLAN 2016 401k financial data
Total income from all sources (including contributions)	2016-12-31	$1,535,270
Total of all expenses incurred	2016-12-31	$570,442
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$569,932
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$1,080,689
Value of total assets at end of year	2016-12-31	$6,966,890
Value of total assets at beginning of year	2016-12-31	$6,002,062
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$510
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$657,063
Participant contributions at end of year	2016-12-31	$0
Participant contributions at beginning of year	2016-12-31	$21,254
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$82,583
Total non interest bearing cash at end of year	2016-12-31	$1,463
Total non interest bearing cash at beginning of year	2016-12-31	$87
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$964,828
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$6,966,890
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$6,002,062
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Investment advisory and management fees	2016-12-31	$510
Value of interest in pooled separate accounts at end of year	2016-12-31	$6,965,427
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$5,968,652
Net investment gain/loss from pooled separate accounts	2016-12-31	$454,581
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$341,043
Employer contributions (assets) at end of year	2016-12-31	$0
Employer contributions (assets) at beginning of year	2016-12-31	$12,069
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$569,932
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	BARFIELD, MURPHY SHANK & SMITH
Accountancy firm EIN	2016-12-31	461498870
2015 : HDI COMPANIES 401(K) PLAN 2015 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$3,501
Total income from all sources (including contributions)	2015-12-31	$1,123,807
Total of all expenses incurred	2015-12-31	$949,057
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$944,936
Value of total corrective distributions	2015-12-31	$3,501
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$1,251,278
Value of total assets at end of year	2015-12-31	$6,002,062
Value of total assets at beginning of year	2015-12-31	$5,830,813
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$620
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$651,319
Participant contributions at end of year	2015-12-31	$21,254
Participant contributions at beginning of year	2015-12-31	$22,264
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$255,330
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2015-12-31	$3,501
Total non interest bearing cash at end of year	2015-12-31	$87
Total non interest bearing cash at beginning of year	2015-12-31	$25
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$174,750
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$6,002,062
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$5,827,312
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Investment advisory and management fees	2015-12-31	$620
Value of interest in pooled separate accounts at end of year	2015-12-31	$5,968,652
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$5,797,630
Net investment gain/loss from pooled separate accounts	2015-12-31	$-127,471
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$344,629
Employer contributions (assets) at end of year	2015-12-31	$12,069
Employer contributions (assets) at beginning of year	2015-12-31	$10,894
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$944,936
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	HIMMELWRIGHT, HUGULEY & BOLES, LLC
Accountancy firm EIN	2015-12-31	631212950
2014 : HDI COMPANIES 401(K) PLAN 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$3,501
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$1,209,104
Total of all expenses incurred	2014-12-31	$517,081
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$516,323
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$986,248
Value of total assets at end of year	2014-12-31	$5,830,813
Value of total assets at beginning of year	2014-12-31	$5,135,289
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$758
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$628,518
Participant contributions at end of year	2014-12-31	$22,264
Participant contributions at beginning of year	2014-12-31	$12,359
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$21,897
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2014-12-31	$3,501
Total non interest bearing cash at end of year	2014-12-31	$25
Total non interest bearing cash at beginning of year	2014-12-31	$25
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$692,023
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$5,827,312
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$5,135,289
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Investment advisory and management fees	2014-12-31	$758
Value of interest in pooled separate accounts at end of year	2014-12-31	$5,797,630
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$5,114,445
Net investment gain/loss from pooled separate accounts	2014-12-31	$222,856
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$335,833
Employer contributions (assets) at end of year	2014-12-31	$10,894
Employer contributions (assets) at beginning of year	2014-12-31	$8,460
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$516,323
Liabilities. Value of benefit claims payable at beginning of year	2014-12-31	$0
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	HIMMELWRIGHT, HUGULEY & BOLES, LLC
Accountancy firm EIN	2014-12-31	631212950
2013 : HDI COMPANIES 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$13,184
Total income from all sources (including contributions)	2013-12-31	$1,633,005
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$505,690
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$504,071
Value of total corrective distributions	2013-12-31	$926
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$937,371
Value of total assets at end of year	2013-12-31	$5,135,289
Value of total assets at beginning of year	2013-12-31	$4,021,158
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$693
Total interest from all sources	2013-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$560,654
Participant contributions at end of year	2013-12-31	$12,359
Participant contributions at beginning of year	2013-12-31	$11,630
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$62,195
Total non interest bearing cash at end of year	2013-12-31	$25
Total non interest bearing cash at beginning of year	2013-12-31	$25
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$1,127,315
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$5,135,289
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$4,007,974
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Investment advisory and management fees	2013-12-31	$693
Value of interest in pooled separate accounts at end of year	2013-12-31	$5,114,445
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$4,003,105
Net investment gain/loss from pooled separate accounts	2013-12-31	$695,634
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$314,522
Employer contributions (assets) at end of year	2013-12-31	$8,460
Employer contributions (assets) at beginning of year	2013-12-31	$6,398
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$504,071
Liabilities. Value of benefit claims payable at end of year	2013-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2013-12-31	$13,184
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	HIMMELWRIGHT, HUGULEY & BOLES, LLC
Accountancy firm EIN	2013-12-31	631212950
2012 : HDI COMPANIES 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$13,184
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$1,300,734
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$107,057
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$92,925
Value of total corrective distributions	2012-12-31	$13,184
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$956,206
Value of total assets at end of year	2012-12-31	$4,021,158
Value of total assets at beginning of year	2012-12-31	$2,814,297
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$948
Total interest from all sources	2012-12-31	$892
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$569,371
Participant contributions at end of year	2012-12-31	$11,630
Participant contributions at beginning of year	2012-12-31	$30,593
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$18,513
Total non interest bearing cash at end of year	2012-12-31	$25
Total non interest bearing cash at beginning of year	2012-12-31	$2,723,475
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$1,193,677
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$4,007,974
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$2,814,297
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Investment advisory and management fees	2012-12-31	$948
Value of interest in pooled separate accounts at end of year	2012-12-31	$4,003,105
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2012-12-31	$892
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$0
Net investment gain/loss from pooled separate accounts	2012-12-31	$343,636
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$368,322
Employer contributions (assets) at end of year	2012-12-31	$6,398
Employer contributions (assets) at beginning of year	2012-12-31	$60,229
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$92,925
Liabilities. Value of benefit claims payable at end of year	2012-12-31	$13,184
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	HIMMELWRIGHT, HUGULEY & BOLES, LLC
Accountancy firm EIN	2012-12-31	631212950

Form 5500 Responses for HDI COMPANIES 401(K) PLAN

2020: HDI COMPANIES 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: HDI COMPANIES 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	Yes
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: HDI COMPANIES 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: HDI COMPANIES 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: HDI COMPANIES 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: HDI COMPANIES 401(K) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: HDI COMPANIES 401(K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: HDI COMPANIES 401(K) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: HDI COMPANIES 401(K) PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

103645

Policy instance

Insurance contract or identification number	103645
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of fees paid to insurance company	USD $2,738
Amount paid for insurance broker fees	2738
Insurance broker organization code?	5

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

103645

Policy instance

Insurance contract or identification number	103645
Number of Individuals Covered	176
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of fees paid to insurance company	USD $3,117
Amount paid for insurance broker fees	3117
Additional information about fees paid to insurance broker	TPA COMPENSATION
Insurance broker organization code?	5

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

103645

Policy instance

Insurance contract or identification number	103645
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of fees paid to insurance company	USD $3,888
Amount paid for insurance broker fees	3888
Additional information about fees paid to insurance broker	TPA COMPENSATION
Insurance broker organization code?	5

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

103645

Policy instance

Insurance contract or identification number	103645
Number of Individuals Covered	232
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of fees paid to insurance company	USD $5,716
Amount paid for insurance broker fees	5716
Additional information about fees paid to insurance broker	TPA COMPENSATION
Insurance broker organization code?	5
Insurance broker name	MARTIN, MARTIN, RANDALL & ASSO, INC

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

103645

Policy instance

Insurance contract or identification number	103645
Number of Individuals Covered	238
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $13,700
Total amount of fees paid to insurance company	USD $5,583
Commission paid to Insurance Broker	USD $4,946
Insurance broker organization code?	3
Amount paid for insurance broker fees	3007
Additional information about fees paid to insurance broker	TPA COMPENSATION
Insurance broker name	T. ROWE PRICE ASSOCIATES, INC.

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

103645

Policy instance

Insurance contract or identification number	103645
Number of Individuals Covered	245
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $13,523
Total amount of fees paid to insurance company	USD $2,847
Commission paid to Insurance Broker	USD $13,523
Insurance broker organization code?	3
Amount paid for insurance broker fees	2710
Additional information about fees paid to insurance broker	TPA COMPENSATION
Insurance broker name	MARTIN, MARTIN, RANDALL & ASSO, INC

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

103645

Policy instance

Insurance contract or identification number	103645
Number of Individuals Covered	248
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $11,687
Total amount of fees paid to insurance company	USD $2,435
Are there contracts with allocated funds for individual policies?	No
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Commission paid to Insurance Broker	USD $11,687
Insurance broker organization code?	3
Amount paid for insurance broker fees	2260
Additional information about fees paid to insurance broker	TPA COMPENSATION
Insurance broker name	MARTIN, MARTIN, RANDALL & ASSO, INC

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

103645

Policy instance

Insurance contract or identification number	103645
Number of Individuals Covered	301
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $36,672
Total amount of fees paid to insurance company	USD $12,325
Are there contracts with allocated funds for individual policies?	No
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Commission paid to Insurance Broker	USD $36,672
Insurance broker organization code?	3
Amount paid for insurance broker fees	12325
Additional information about fees paid to insurance broker	TPA COMPENSATION
Insurance broker name	MARTIN, MARTIN, RANDALL & ASSO, INC

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Company Name:	ANALYTICS HOLDINGS, LLC
Employer identification number (EIN):	454454484
NAIC Classification:	541512
NAIC Description:	Computer Systems Design Services

Jurisdiction of Incorporation:	State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number:	5099074

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2022-01-01	HEATHER MCMONAGLE	2023-09-15
001	2021-01-01	HEATHER MCMONAGLE	2022-06-29
001	2020-01-01
001	2019-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01	TRENT KUYKENDALL
001	2016-01-01	TRENT KUYKENDALL
001	2015-01-01	CLAY T. JONES
001	2014-01-01	CLAY T. JONES
001	2013-01-01	CLAY T. JONES
001	2012-01-01	CLAY T. JONES