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HO-CHUNK, INC. 401(K) PLAN 401k Plan overview

Plan NameHO-CHUNK, INC. 401(K) PLAN
Plan identification number 001

HO-CHUNK, INC. 401(K) 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.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

HO-CHUNK, INC. has sponsored the creation of one or more 401k plans.

Company Name:HO-CHUNK, INC.
Employer identification number (EIN):470784077
NAIC Classification:453990

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HO-CHUNK, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01TAMMY HARTNETT2023-10-09
0012021-01-01CYNTHIA LAMERE2022-10-12
0012020-01-01CYNTHIA LAMERE2021-10-07
0012019-01-01CYNTHIA LAMERE2020-10-04
0012018-01-01
0012017-01-01JESSICA MARSON
0012016-01-01JESSICA MARSON
0012015-01-01CYNTHIA LAMERE LANCE MORGAN2016-10-14
0012014-01-01CYNTHIA LAMERE LANCE MORGAN2015-07-28
0012013-01-01CYNTHIA LAMERE LANCE MORGAN2014-08-13
0012012-01-01CYNTHIA LAMERE LANCE MORGAN2013-07-30
0012011-01-01CYNTHIA LAMERE LANCE MORGAN2012-07-27
0012010-01-01CYNTHIA LAMERE LANCE MORGAN2011-07-27
0012009-01-01CYNTHIA LAMERE LANCE MORGAN2010-09-28

Plan Statistics for HO-CHUNK, INC. 401(K) PLAN

401k plan membership statisitcs for HO-CHUNK, INC. 401(K) PLAN

Measure Date Value
2022: HO-CHUNK, INC. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-012,079
Total number of active participants reported on line 7a of the Form 55002022-01-011,328
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01549
Total of all active and inactive participants2022-01-011,877
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-011,878
Number of participants with account balances2022-01-011,495
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: HO-CHUNK, INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,759
Total number of active participants reported on line 7a of the Form 55002021-01-011,274
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01484
Total of all active and inactive participants2021-01-011,758
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-011,758
Number of participants with account balances2021-01-011,431
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: HO-CHUNK, INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,453
Total number of active participants reported on line 7a of the Form 55002020-01-011,033
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01369
Total of all active and inactive participants2020-01-011,402
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-011,403
Number of participants with account balances2020-01-011,174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-011
2019: HO-CHUNK, INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,272
Total number of active participants reported on line 7a of the Form 55002019-01-01842
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01296
Total of all active and inactive participants2019-01-011,138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-011,138
Number of participants with account balances2019-01-01951
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-012
2018: HO-CHUNK, INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,405
Total number of active participants reported on line 7a of the Form 55002018-01-01809
Number of retired or separated participants receiving benefits2018-01-016
Number of other retired or separated participants entitled to future benefits2018-01-01235
Total of all active and inactive participants2018-01-011,050
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-011,050
Number of participants with account balances2018-01-01850
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: HO-CHUNK, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,224
Total number of active participants reported on line 7a of the Form 55002017-01-01740
Number of retired or separated participants receiving benefits2017-01-014
Number of other retired or separated participants entitled to future benefits2017-01-01183
Total of all active and inactive participants2017-01-01927
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01927
Number of participants with account balances2017-01-01721
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: HO-CHUNK, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,236
Total number of active participants reported on line 7a of the Form 55002016-01-01786
Number of retired or separated participants receiving benefits2016-01-0112
Number of other retired or separated participants entitled to future benefits2016-01-01186
Total of all active and inactive participants2016-01-01984
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01984
Number of participants with account balances2016-01-01686
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: HO-CHUNK, INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,117
Total number of active participants reported on line 7a of the Form 55002015-01-01935
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01162
Total of all active and inactive participants2015-01-011,097
Total participants2015-01-011,097
Number of participants with account balances2015-01-01626
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0164
2014: HO-CHUNK, INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01649
Total number of active participants reported on line 7a of the Form 55002014-01-01930
Number of retired or separated participants receiving benefits2014-01-015
Number of other retired or separated participants entitled to future benefits2014-01-0188
Total of all active and inactive participants2014-01-011,023
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-011,023
Number of participants with account balances2014-01-01523
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0132
2013: HO-CHUNK, INC. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01578
Total number of active participants reported on line 7a of the Form 55002013-01-01608
Number of retired or separated participants receiving benefits2013-01-012
Number of other retired or separated participants entitled to future benefits2013-01-0148
Total of all active and inactive participants2013-01-01658
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01658
Number of participants with account balances2013-01-01311
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0126
2012: HO-CHUNK, INC. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01327
Total number of active participants reported on line 7a of the Form 55002012-01-01478
Number of retired or separated participants receiving benefits2012-01-012
Number of other retired or separated participants entitled to future benefits2012-01-0141
Total of all active and inactive participants2012-01-01521
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01521
Number of participants with account balances2012-01-01265
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0126
2011: HO-CHUNK, INC. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01290
Total number of active participants reported on line 7a of the Form 55002011-01-01302
Number of retired or separated participants receiving benefits2011-01-012
Number of other retired or separated participants entitled to future benefits2011-01-0123
Total of all active and inactive participants2011-01-01327
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01327
Number of participants with account balances2011-01-01173
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-017
2010: HO-CHUNK, INC. 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01394
Total number of active participants reported on line 7a of the Form 55002010-01-01264
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0126
Total of all active and inactive participants2010-01-01290
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01290
Number of participants with account balances2010-01-01155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0113
2009: HO-CHUNK, INC. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01649
Total number of active participants reported on line 7a of the Form 55002009-01-01370
Number of retired or separated participants receiving benefits2009-01-012
Number of other retired or separated participants entitled to future benefits2009-01-0122
Total of all active and inactive participants2009-01-01394
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01394
Number of participants with account balances2009-01-01151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0112

Financial Data on HO-CHUNK, INC. 401(K) PLAN

Measure Date Value
2022 : HO-CHUNK, INC. 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets from this plan2022-12-31$47,912
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$2,075
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$73,382
Total income from all sources (including contributions)2022-12-31$6,089,310
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$6,637,371
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$6,352,289
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$14,175,303
Value of total assets at end of year2022-12-31$54,258,839
Value of total assets at beginning of year2022-12-31$54,926,119
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$285,082
Total interest from all sources2022-12-31$129,766
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
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$8,911,354
Participant contributions at end of year2022-12-31$233,181
Participant contributions at beginning of year2022-12-31$142,730
Participant contributions at end of year2022-12-31$280,254
Participant contributions at beginning of year2022-12-31$0
Assets. Other investments not covered elsewhere at end of year2022-12-31$669,229
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$831,966
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$1,372,627
Other income not declared elsewhere2022-12-31$-162,740
Liabilities. Value of operating payables at end of year2022-12-31$75
Liabilities. Value of operating payables at beginning of year2022-12-31$73,382
Total non interest bearing cash at end of year2022-12-31$2
Total non interest bearing cash at beginning of year2022-12-31$4,061
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-548,061
Value of net assets at end of year (total assets less liabilities)2022-12-31$54,256,764
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$54,852,737
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$47,315,524
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$48,333,548
Interest on participant loans2022-12-31$6,886
Interest earned on other investments2022-12-31$122,880
Value of interest in common/collective trusts at end of year2022-12-31$0
Value of interest in common/collective trusts at beginning of year2022-12-31$9,452
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$5,631,287
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$5,604,362
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-8,053,019
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$3,891,322
Employer contributions (assets) at end of year2022-12-31$129,362
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$6,352,289
Contract administrator fees2022-12-31$285,082
Liabilities. Value of benefit claims payable at end of year2022-12-31$2,000
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$0
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 name2022-12-31KING, REINSCH, PROSSER & CO., LLP
Accountancy firm EIN2022-12-31420941961
2021 : HO-CHUNK, INC. 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets to this plan2021-12-31$17,369
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$73,382
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$17,691,997
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$5,480,737
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$5,251,114
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$11,400,920
Value of total assets at end of year2021-12-31$54,926,119
Value of total assets at beginning of year2021-12-31$42,624,108
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$229,623
Total interest from all sources2021-12-31$115,066
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$8,701
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$8,701
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31Yes
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$7,574,241
Participant contributions at end of year2021-12-31$142,730
Participant contributions at beginning of year2021-12-31$185,274
Participant contributions at beginning of year2021-12-31$2,050
Assets. Other investments not covered elsewhere at end of year2021-12-31$831,966
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$632,014
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$460,365
Other income not declared elsewhere2021-12-31$259,783
Liabilities. Value of operating payables at end of year2021-12-31$73,382
Total non interest bearing cash at end of year2021-12-31$4,061
Total non interest bearing cash at beginning of year2021-12-31$3,592,556
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$12,211,260
Value of net assets at end of year (total assets less liabilities)2021-12-31$54,852,737
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$42,624,108
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$48,333,548
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$34,131,404
Interest on participant loans2021-12-31$7,282
Interest earned on other investments2021-12-31$107,784
Value of interest in common/collective trusts at end of year2021-12-31$9,452
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$5,604,362
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$4,079,665
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$5,907,373
Net investment gain or loss from common/collective trusts2021-12-31$154
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 contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$3,366,314
Employer contributions (assets) at beginning of year2021-12-31$1,145
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$5,251,114
Contract administrator fees2021-12-31$229,623
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31Yes
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 name2021-12-31KING, REINSCH, PROSSER & CO., LLP
Accountancy firm EIN2021-12-31420941961
2020 : HO-CHUNK, INC. 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$3,548,278
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$0
Total income from all sources (including contributions)2020-12-31$13,428,845
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$6,120,784
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$5,944,876
Value of total corrective distributions2020-12-31$8,147
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$8,781,397
Value of total assets at end of year2020-12-31$42,624,108
Value of total assets at beginning of year2020-12-31$31,767,769
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$167,761
Total interest from all sources2020-12-31$94,856
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$22,084
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31Yes
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$5,232,219
Participant contributions at end of year2020-12-31$185,274
Participant contributions at beginning of year2020-12-31$168,498
Participant contributions at end of year2020-12-31$2,050
Participant contributions at beginning of year2020-12-31$143,723
Assets. Other investments not covered elsewhere at end of year2020-12-31$632,014
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$926,565
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$929,234
Total non interest bearing cash at end of year2020-12-31$3,592,556
Total non interest bearing cash at beginning of year2020-12-31$13,744
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$7,308,061
Value of net assets at end of year (total assets less liabilities)2020-12-31$42,624,108
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$31,767,769
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$34,131,404
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$27,239,842
Interest on participant loans2020-12-31$8,640
Interest earned on other investments2020-12-31$86,216
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$4,079,665
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$3,200,663
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$4,530,508
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 contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$2,619,944
Employer contributions (assets) at end of year2020-12-31$1,145
Employer contributions (assets) at beginning of year2020-12-31$74,734
Income. Dividends from common stock2020-12-31$22,084
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$5,944,876
Contract administrator fees2020-12-31$167,761
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31Yes
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 name2020-12-31KING, REINSCH, PROSSER & CO., LLP
Accountancy firm EIN2020-12-31420941961
2019 : HO-CHUNK, INC. 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$13,086
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
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$12,643,034
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$4,974,007
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$4,840,251
Value of total corrective distributions2019-12-31$493
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$7,002,700
Value of total assets at end of year2019-12-31$31,767,769
Value of total assets at beginning of year2019-12-31$24,085,656
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$133,263
Total interest from all sources2019-12-31$54,044
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$24,016
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31Yes
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$4,264,274
Participant contributions at end of year2019-12-31$168,498
Participant contributions at beginning of year2019-12-31$53,156
Participant contributions at end of year2019-12-31$143,723
Participant contributions at beginning of year2019-12-31$175,422
Assets. Other investments not covered elsewhere at end of year2019-12-31$926,565
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$660,160
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$564,477
Total non interest bearing cash at end of year2019-12-31$13,744
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$7,669,027
Value of net assets at end of year (total assets less liabilities)2019-12-31$31,767,769
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$24,085,656
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$27,239,842
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$23,104,633
Interest on participant loans2019-12-31$7,444
Interest earned on other investments2019-12-31$46,600
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$3,200,663
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$17,881
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$5,562,274
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 contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$2,173,949
Employer contributions (assets) at end of year2019-12-31$74,734
Employer contributions (assets) at beginning of year2019-12-31$74,404
Income. Dividends from common stock2019-12-31$24,016
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$4,840,251
Contract administrator fees2019-12-31$133,263
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31Yes
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 name2019-12-31KING REINSCH PROSSER & CO. LLP
Accountancy firm EIN2019-12-31420941961
2018 : HO-CHUNK, INC. 401(K) 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$0
Total income from all sources (including contributions)2018-12-31$5,533,030
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$3,740,848
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$3,549,592
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$6,983,711
Value of total assets at end of year2018-12-31$24,085,656
Value of total assets at beginning of year2018-12-31$22,293,474
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$191,256
Total interest from all sources2018-12-31$2,366
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$6,258
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
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$4,129,230
Participant contributions at end of year2018-12-31$53,156
Participant contributions at beginning of year2018-12-31$30,495
Participant contributions at end of year2018-12-31$175,422
Participant contributions at beginning of year2018-12-31$125,087
Assets. Other investments not covered elsewhere at end of year2018-12-31$660,160
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$727,798
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$754,576
Other income not declared elsewhere2018-12-31$-99,322
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$1,792,182
Value of net assets at end of year (total assets less liabilities)2018-12-31$24,085,656
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$22,293,474
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$23,104,633
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$21,321,884
Interest on participant loans2018-12-31$2,366
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$17,881
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$17,881
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,359,983
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 contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$2,099,905
Employer contributions (assets) at end of year2018-12-31$74,404
Employer contributions (assets) at beginning of year2018-12-31$70,329
Income. Dividends from common stock2018-12-31$6,258
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$3,549,592
Contract administrator fees2018-12-31$191,256
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 name2018-12-31KING, REINSCH, PROSSER & CO., L.L.P
Accountancy firm EIN2018-12-31420941961
2017 : HO-CHUNK, INC. 401(K) 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$9,373,991
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$3,637,597
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$3,465,337
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$6,172,092
Value of total assets at end of year2017-12-31$22,293,474
Value of total assets at beginning of year2017-12-31$16,557,080
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$172,260
Total interest from all sources2017-12-31$1,130
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$3,173
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$21,649
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
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$3,371,937
Participant contributions at end of year2017-12-31$30,495
Participant contributions at beginning of year2017-12-31$20,410
Participant contributions at end of year2017-12-31$125,087
Participant contributions at beginning of year2017-12-31$9,704
Assets. Other investments not covered elsewhere at end of year2017-12-31$727,798
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$707,727
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$1,092,098
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$0
Other income not declared elsewhere2017-12-31$-33,597
Administrative expenses (other) incurred2017-12-31$4,164
Total non interest bearing cash at end of year2017-12-31$0
Total non interest bearing cash at beginning of year2017-12-31$0
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$5,736,394
Value of net assets at end of year (total assets less liabilities)2017-12-31$22,293,474
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$16,557,080
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$21,321,884
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$15,781,371
Interest on participant loans2017-12-31$1,130
Value of interest in common/collective trusts at end of year2017-12-31$0
Value of interest in common/collective trusts at beginning of year2017-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$17,881
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$31,783
Net investment gain/loss from pooled separate accounts2017-12-31$3,231,193
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 contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$1,708,057
Employer contributions (assets) at end of year2017-12-31$70,329
Employer contributions (assets) at beginning of year2017-12-31$6,085
Income. Dividends from common stock2017-12-31$3,173
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$3,465,337
Contract administrator fees2017-12-31$146,447
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 name2017-12-31KING, REINSCH, PROSSER & CO., L.L.P
Accountancy firm EIN2017-12-31420941961
2016 : HO-CHUNK, INC. 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$63,571
Total income from all sources (including contributions)2016-12-31$6,055,775
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,892,727
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,758,843
Value of total corrective distributions2016-12-31$104
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$4,966,963
Value of total assets at end of year2016-12-31$16,557,080
Value of total assets at beginning of year2016-12-31$12,457,603
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$133,780
Total interest from all sources2016-12-31$611
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$12,770
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$2,976,636
Participant contributions at end of year2016-12-31$20,410
Participant contributions at beginning of year2016-12-31$10,456
Participant contributions at end of year2016-12-31$9,704
Participant contributions at beginning of year2016-12-31$104,092
Assets. Other investments not covered elsewhere at end of year2016-12-31$707,727
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$509,473
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$63,571
Other income not declared elsewhere2016-12-31$29,730
Administrative expenses (other) incurred2016-12-31$10,244
Total non interest bearing cash at end of year2016-12-31$0
Total non interest bearing cash at beginning of year2016-12-31$0
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$4,163,048
Value of net assets at end of year (total assets less liabilities)2016-12-31$16,557,080
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$12,394,032
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$15,781,371
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$12,311,243
Interest on participant loans2016-12-31$611
Value of interest in common/collective trusts at end of year2016-12-31$0
Value of interest in common/collective trusts at beginning of year2016-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$31,783
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$755
Net investment gain/loss from pooled separate accounts2016-12-31$1,058,471
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 contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$1,480,854
Employer contributions (assets) at end of year2016-12-31$6,085
Employer contributions (assets) at beginning of year2016-12-31$31,057
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,758,843
Contract administrator fees2016-12-31$110,766
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 name2016-12-31KING, REINSCH, PROSSER & CO., L.L.P
Accountancy firm EIN2016-12-31420941961
2015 : HO-CHUNK, INC. 401(K) PLAN 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$63,571
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$61,256
Total income from all sources (including contributions)2015-12-31$3,899,161
Total of all expenses incurred2015-12-31$1,313,587
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,129,264
Value of total corrective distributions2015-12-31$63,571
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$3,802,443
Value of total assets at end of year2015-12-31$12,457,603
Value of total assets at beginning of year2015-12-31$9,869,714
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$120,752
Total interest from all sources2015-12-31$437
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$99,570
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$99,570
Administrative expenses professional fees incurred2015-12-31$28,784
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$2,792,317
Participant contributions at end of year2015-12-31$10,456
Participant contributions at beginning of year2015-12-31$6,267
Participant contributions at end of year2015-12-31$104,092
Participant contributions at beginning of year2015-12-31$6,570
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$292,456
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$63,571
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$61,256
Total non interest bearing cash at end of year2015-12-31$0
Total non interest bearing cash at beginning of year2015-12-31$132,481
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$2,585,574
Value of net assets at end of year (total assets less liabilities)2015-12-31$12,394,032
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$9,808,458
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
Investment advisory and management fees2015-12-31$52,852
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$12,311,243
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$8,728,092
Interest on participant loans2015-12-31$437
Value of interest in common/collective trusts at beginning of year2015-12-31$995,493
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$755
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$201,480
Net investment gain/loss from pooled separate accounts2015-12-31$-219,381
Net investment gain or loss from common/collective trusts2015-12-31$14,612
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
Was there a failure to transmit to the plan any participant contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$717,670
Employer contributions (assets) at end of year2015-12-31$31,057
Employer contributions (assets) at beginning of year2015-12-31$811
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,129,264
Contract administrator fees2015-12-31$39,116
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31Yes
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 name2015-12-31KING, REINSCH, PROSSER & CO., LLP
Accountancy firm EIN2015-12-31420941961
2014 : HO-CHUNK, INC. 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$61,256
Total income from all sources (including contributions)2014-12-31$3,413,508
Total of all expenses incurred2014-12-31$845,206
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$714,524
Value of total corrective distributions2014-12-31$51,623
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$2,908,065
Value of total assets at end of year2014-12-31$9,869,714
Value of total assets at beginning of year2014-12-31$7,240,156
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$79,059
Total interest from all sources2014-12-31$320
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$151,210
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$151,210
Administrative expenses professional fees incurred2014-12-31$16,615
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$2,036,836
Participant contributions at end of year2014-12-31$6,267
Participant contributions at beginning of year2014-12-31$10,076
Participant contributions at end of year2014-12-31$6,570
Participant contributions at beginning of year2014-12-31$1,264
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$444,771
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$61,256
Total non interest bearing cash at end of year2014-12-31$132,481
Total non interest bearing cash at beginning of year2014-12-31$0
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$2,568,302
Value of net assets at end of year (total assets less liabilities)2014-12-31$9,808,458
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$7,240,156
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
Investment advisory and management fees2014-12-31$36,464
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$8,728,092
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$6,543,068
Interest on participant loans2014-12-31$320
Value of interest in common/collective trusts at end of year2014-12-31$995,493
Value of interest in common/collective trusts at beginning of year2014-12-31$685,132
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$335,198
Net investment gain or loss from common/collective trusts2014-12-31$18,715
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
Was there a failure to transmit to the plan any participant contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$426,458
Employer contributions (assets) at end of year2014-12-31$811
Employer contributions (assets) at beginning of year2014-12-31$616
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$714,524
Contract administrator fees2014-12-31$25,980
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 name2014-12-31KING, REINSCH, PROSSER & CO., LLC
Accountancy firm EIN2014-12-31420941961
2013 : HO-CHUNK, INC. 401(K) PLAN 2013 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$6,482
Total income from all sources (including contributions)2013-12-31$2,773,126
Total of all expenses incurred2013-12-31$665,477
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$629,970
Value of total corrective distributions2013-12-31$3,153
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,470,138
Value of total assets at end of year2013-12-31$7,240,156
Value of total assets at beginning of year2013-12-31$5,138,989
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$32,354
Total interest from all sources2013-12-31$490
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$95,574
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$95,574
Administrative expenses professional fees incurred2013-12-31$32,354
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,081,854
Participant contributions at end of year2013-12-31$10,076
Participant contributions at beginning of year2013-12-31$15,043
Participant contributions at end of year2013-12-31$1,264
Participant contributions at beginning of year2013-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$49,263
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$6,482
Total non interest bearing cash at end of year2013-12-31$644
Total non interest bearing cash at beginning of year2013-12-31$644
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$2,107,649
Value of net assets at end of year (total assets less liabilities)2013-12-31$7,240,156
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$5,132,507
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$6,542,424
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$4,663,178
Interest on participant loans2013-12-31$490
Value of interest in common/collective trusts at end of year2013-12-31$685,132
Value of interest in common/collective trusts at beginning of year2013-12-31$459,715
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$981,507
Net investment gain or loss from common/collective trusts2013-12-31$225,417
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
Was there a failure to transmit to the plan any participant contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$339,021
Employer contributions (assets) at end of year2013-12-31$616
Employer contributions (assets) at beginning of year2013-12-31$409
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$629,970
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 name2013-12-31KING, REINSCH, PROSSER, & CO., L.L.
Accountancy firm EIN2013-12-31420941961
2012 : HO-CHUNK, INC. 401(K) PLAN 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$6,482
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$23,435
Total income from all sources (including contributions)2012-12-31$2,057,486
Total of all expenses incurred2012-12-31$863,605
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$830,620
Value of total corrective distributions2012-12-31$5,664
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,384,660
Value of total assets at end of year2012-12-31$5,138,989
Value of total assets at beginning of year2012-12-31$3,962,061
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$27,321
Total interest from all sources2012-12-31$528
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$83,164
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$83,164
Administrative expenses professional fees incurred2012-12-31$27,321
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$300,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$925,109
Participant contributions at end of year2012-12-31$15,043
Participant contributions at beginning of year2012-12-31$18,914
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$148,742
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$6,482
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$23,435
Total non interest bearing cash at end of year2012-12-31$644
Total non interest bearing cash at beginning of year2012-12-31$0
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$1,193,881
Value of net assets at end of year (total assets less liabilities)2012-12-31$5,132,507
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$3,938,626
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$4,663,178
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$3,567,858
Interest on participant loans2012-12-31$528
Value of interest in common/collective trusts at end of year2012-12-31$459,715
Value of interest in common/collective trusts at beginning of year2012-12-31$374,344
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$503,763
Net investment gain or loss from common/collective trusts2012-12-31$85,371
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
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$310,809
Employer contributions (assets) at end of year2012-12-31$409
Employer contributions (assets) at beginning of year2012-12-31$945
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$830,620
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 name2012-12-31KING, REINSCH, PROSSER & CO., L.L.P
Accountancy firm EIN2012-12-31420941961
2011 : HO-CHUNK, INC. 401(K) PLAN 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$23,435
Total income from all sources (including contributions)2011-12-31$721,218
Total of all expenses incurred2011-12-31$523,837
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$487,076
Value of total corrective distributions2011-12-31$23,435
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$931,152
Value of total assets at end of year2011-12-31$3,962,061
Value of total assets at beginning of year2011-12-31$3,741,245
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$13,326
Total interest from all sources2011-12-31$1,349
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$62,170
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$62,170
Administrative expenses professional fees incurred2011-12-31$13,326
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$250,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$626,581
Participant contributions at end of year2011-12-31$18,914
Participant contributions at beginning of year2011-12-31$31,790
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$77,568
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$23,435
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$197,381
Value of net assets at end of year (total assets less liabilities)2011-12-31$3,938,626
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$3,741,245
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$3,567,858
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$3,529,479
Interest on participant loans2011-12-31$1,349
Value of interest in common/collective trusts at end of year2011-12-31$374,344
Value of interest in common/collective trusts at beginning of year2011-12-31$179,809
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-467,988
Net investment gain or loss from common/collective trusts2011-12-31$194,535
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
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$227,003
Employer contributions (assets) at end of year2011-12-31$945
Employer contributions (assets) at beginning of year2011-12-31$167
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$487,076
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 name2011-12-31KING, REINSCH, PROSSER, & CO., L.L.
Accountancy firm EIN2011-12-31420941961
2010 : HO-CHUNK, INC. 401(K) PLAN 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$1,185,724
Total of all expenses incurred2010-12-31$162,952
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$151,391
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$787,249
Value of total assets at end of year2010-12-31$3,741,245
Value of total assets at beginning of year2010-12-31$2,718,473
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$11,561
Total interest from all sources2010-12-31$2,088
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$58,500
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$58,500
Administrative expenses professional fees incurred2010-12-31$11,561
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$250,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$533,271
Participant contributions at end of year2010-12-31$31,790
Participant contributions at beginning of year2010-12-31$46,545
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$28,834
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$1,022,772
Value of net assets at end of year (total assets less liabilities)2010-12-31$3,741,245
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$2,718,473
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$3,529,479
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$2,536,240
Interest on participant loans2010-12-31$2,088
Value of interest in common/collective trusts at end of year2010-12-31$179,809
Value of interest in common/collective trusts at beginning of year2010-12-31$133,762
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$1,913
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$1,913
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$332,960
Net investment gain or loss from common/collective trusts2010-12-31$4,927
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31Yes
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$225,144
Employer contributions (assets) at end of year2010-12-31$167
Employer contributions (assets) at beginning of year2010-12-31$13
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$151,391
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31KING, REINSCH, PROSSER, & CO.,L.L.P
Accountancy firm EIN2010-12-31420941961
2009 : HO-CHUNK, INC. 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for HO-CHUNK, INC. 401(K) PLAN

2022: HO-CHUNK, INC. 401(K) 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: HO-CHUNK, INC. 401(K) 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: HO-CHUNK, INC. 401(K) 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: HO-CHUNK, INC. 401(K) 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: HO-CHUNK, INC. 401(K) 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: HO-CHUNK, INC. 401(K) 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: HO-CHUNK, INC. 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
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: HO-CHUNK, INC. 401(K) 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: HO-CHUNK, INC. 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: HO-CHUNK, INC. 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: HO-CHUNK, INC. 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: HO-CHUNK, INC. 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: HO-CHUNK, INC. 401(K) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: HO-CHUNK, INC. 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number813181
Policy instance 1
Insurance contract or identification number813181
Number of Individuals Covered1878
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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 Administration1
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 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
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number813181
Policy instance 1
Insurance contract or identification number813181
Number of Individuals Covered1758
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 $0
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 Administration1
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 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
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number813181
Policy instance 1
Insurance contract or identification number813181
Number of Individuals Covered1403
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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 Administration1
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 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
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number120907
Policy instance 1
Insurance contract or identification number120907
Number of Individuals Covered0
Insurance policy start date2019-01-01
Insurance policy end date2019-04-15
Total amount of commissions paid to insurance brokerUSD $33,229
Total amount of fees paid to insurance companyUSD $6,549
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?No
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 $33,229
Amount paid for insurance broker fees0
Insurance broker organization code?7
Additional information about fees paid to insurance brokerTPA FEES
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number813181
Policy instance 2
Insurance contract or identification number813181
Number of Individuals Covered1138
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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 Administration1
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 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
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number120907
Policy instance 1
Insurance contract or identification number120907
Number of Individuals Covered876
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $93,129
Total amount of fees paid to insurance companyUSD $45,148
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?No
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 $93,129
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerBROKER COMMISSION
Insurance broker organization code?7
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number120907
Policy instance 1
Insurance contract or identification number120907
Number of Individuals Covered756
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $74,056
Total amount of fees paid to insurance companyUSD $40,033
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?No
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 $74,056
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerBROKER COMMISSION
Insurance broker organization code?7
Insurance broker nameGOLDLEAF PARTNERS
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number120907
Policy instance 1
Insurance contract or identification number120907
Number of Individuals Covered707
Insurance policy start date2015-12-02
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $61,950
Total amount of fees paid to insurance companyUSD $65
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $61,950
Additional information about fees paid to insurance brokerBROKER COMMISSION
Insurance broker organization code?7
Amount paid for insurance broker fees65
Insurance broker nameGOLDLEAF PARTNERS

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