401k Plan data: BOB WARD NEW HOMES 401(K) PLAN plan

BOB WARD NEW HOMES 401(K) PLAN 401k Plan overview

Plan Name	BOB WARD NEW HOMES 401(K) PLAN
Plan identification number	001

BOB WARD NEW HOMES 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
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.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

BOB WARD NEW HOMES AT HARTFORD has sponsored the creation of one or more 401k plans.

Company Name: BOB WARD NEW HOMES AT HARTFORD

Employer identification number (EIN): 522278339

NAIC Classification: 236110

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BOB WARD NEW HOMES 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01
001 2022-01-01
001 2021-01-01 DANIEL R COLE 2022-06-23 DANIEL R COLE 2022-06-23
001 2020-01-01 DAN COLE 2021-10-07
001 2019-01-01 DAN COLE 2020-06-03 DAN COLE 2020-06-03
001 2018-01-01 DANIEL R. COLE 2019-06-06
001 2017-01-01 DANIEL COLE 2018-06-28 DANIEL COLE 2018-06-28
001 2016-01-01 DAN COLE 2017-06-01
001 2015-01-01 DANIEL COLE 2016-05-19 DANIEL COLE 2016-05-19
001 2014-01-01 DOUG VINSON
001 2013-01-01 DANIEL COLE DANIEL COLE 2014-06-16
001 2012-01-01 DANIEL COLE
001 2011-01-01 DOUG VINSON 2012-04-10 DOUG VINSON 2012-04-10
001 2010-01-01 STACY PITTA 2011-02-15 STACY PITTA 2011-02-15

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01
001	2022-01-01
001	2021-01-01	DANIEL R COLE	2022-06-23	DANIEL R COLE	2022-06-23
001	2020-01-01	DAN COLE	2021-10-07
001	2019-01-01	DAN COLE	2020-06-03	DAN COLE	2020-06-03
001	2018-01-01	DANIEL R. COLE	2019-06-06
001	2017-01-01	DANIEL COLE	2018-06-28	DANIEL COLE	2018-06-28
001	2016-01-01	DAN COLE	2017-06-01
001	2015-01-01	DANIEL COLE	2016-05-19	DANIEL COLE	2016-05-19
001	2014-01-01	DOUG VINSON
001	2013-01-01	DANIEL COLE		DANIEL COLE	2014-06-16
001	2012-01-01	DANIEL COLE
001	2011-01-01	DOUG VINSON	2012-04-10	DOUG VINSON	2012-04-10
001	2010-01-01	STACY PITTA	2011-02-15	STACY PITTA	2011-02-15

Plan Statistics for BOB WARD NEW HOMES 401(K) PLAN

401k plan membership statisitcs for BOB WARD NEW HOMES 401(K) PLAN

Measure Date Value
2025: BOB WARD NEW HOMES 401(K) PLAN 2025 401k membership
Total number of particpants at beginning of year 2025-02-20 27
Total number of particpants at end of year 2025-02-20 27
Number of Participants With Account Balances 2025-02-20 24
2024: BOB WARD NEW HOMES 401(K) PLAN 2024 401k membership
Total number of particpants at beginning of year 2024-09-16 27
Total number of particpants at end of year 2024-09-16 24
Number of Participants With Account Balances 2024-09-16 23
2022: BOB WARD NEW HOMES 401(K) PLAN 2022 401k membership
Total number of particpants at beginning of year 2022-06-23 50
Total number of particpants at end of year 2022-06-23 31
Number of Participants With Account Balances 2022-06-23 24
2014: BOB WARD NEW HOMES 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 27
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 25
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 9
Total of all active and inactive participants 2014-01-01 34
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 34
Number of participants with account balances 2014-01-01 22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 6
2013: BOB WARD NEW HOMES 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 23
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 21
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 5
Total of all active and inactive participants 2013-01-01 26
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 26
Number of participants with account balances 2013-01-01 20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 7
2012: BOB WARD NEW HOMES 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 23
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 18
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 7
Total of all active and inactive participants 2012-01-01 25
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 25
Number of participants with account balances 2012-01-01 18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 7

Measure	Date	Value
2025: BOB WARD NEW HOMES 401(K) PLAN 2025 401k membership
Total number of particpants at beginning of year	2025-02-20	27
Total number of particpants at end of year	2025-02-20	27
Number of Participants With Account Balances	2025-02-20	24
2024: BOB WARD NEW HOMES 401(K) PLAN 2024 401k membership
Total number of particpants at beginning of year	2024-09-16	27
Total number of particpants at end of year	2024-09-16	24
Number of Participants With Account Balances	2024-09-16	23
2022: BOB WARD NEW HOMES 401(K) PLAN 2022 401k membership
Total number of particpants at beginning of year	2022-06-23	50
Total number of particpants at end of year	2022-06-23	31
Number of Participants With Account Balances	2022-06-23	24
2014: BOB WARD NEW HOMES 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	27
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	25
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	9
Total of all active and inactive participants	2014-01-01	34
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	34
Number of participants with account balances	2014-01-01	22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	6
2013: BOB WARD NEW HOMES 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	23
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	21
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	5
Total of all active and inactive participants	2013-01-01	26
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	26
Number of participants with account balances	2013-01-01	20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	7
2012: BOB WARD NEW HOMES 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	23
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	18
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	7
Total of all active and inactive participants	2012-01-01	25
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	25
Number of participants with account balances	2012-01-01	18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	7

Financial Data on BOB WARD NEW HOMES 401(K) PLAN

Measure	Date	Value
2025 : BOB WARD NEW HOMES 401(K) PLAN 2025 401k financial data
Total liabilities as of the end of the plan year	2025-02-20	0
Total liabilities as of the beginning of the plan year	2025-02-20	0
Total expenses incurred by plan in this plan year	2025-02-20	71588
Net assets as of the end of the plan year	2025-02-20	2052923
Total assets as of the beginning of the plan year	2025-02-20	1813765
Value of plan covered by a fidelity bond	2025-02-20	181377
Participant contributions to plan in this plan year	2025-02-20	82179
Value of participant loans at end of plan year	2025-02-20	8940
Other expenses paid from plan in this plan year	2025-02-20	10310
Other contributions to plan in this plan year	2025-02-20	0
Other income to plan in this plan year	2025-02-20	188116
Plan net income in this plan year	2025-02-20	239158
Net assets as of the end of the plan year	2025-02-20	2052923
Net assets as of the beginning of the plan year	2025-02-20	1813765
Employer contributions to plan in this plan year	2025-02-20	40451
Expensese paid to adminstrative service provicers from plan in this plan year	2025-02-20	0
2024 : BOB WARD NEW HOMES 401(K) PLAN 2024 401k financial data
Total liabilities as of the end of the plan year	2024-09-16	0
Total expenses incurred by plan in this plan year	2024-09-16	159089
Net assets as of the end of the plan year	2024-09-16	1813765
Total assets as of the beginning of the plan year	2024-09-16	1653436
Value of plan covered by a fidelity bond	2024-09-16	165344
Participant contributions to plan in this plan year	2024-09-16	60460
Value of participant loans at end of plan year	2024-09-16	7705
Other expenses paid from plan in this plan year	2024-09-16	0
Other contributions to plan in this plan year	2024-09-16	0
Other income to plan in this plan year	2024-09-16	172669
Plan net income in this plan year	2024-09-16	160329
Net assets as of the end of the plan year	2024-09-16	1813765
Net assets as of the beginning of the plan year	2024-09-16	1653436
Employer contributions to plan in this plan year	2024-09-16	86289
Expensese paid to adminstrative service provicers from plan in this plan year	2024-09-16	0
2022 : BOB WARD NEW HOMES 401(K) PLAN 2022 401k financial data
Total liabilities as of the beginning of the plan year	2022-06-23	0
Total expenses incurred by plan in this plan year	2022-06-23	2178132
Net assets as of the end of the plan year	2022-06-23	2130230
Total assets as of the beginning of the plan year	2022-06-23	3679307
Value of plan covered by a fidelity bond	2022-06-23	300000
Participant contributions to plan in this plan year	2022-06-23	185156
Value of participant loans at end of plan year	2022-06-23	0
Other contributions to plan in this plan year	2022-06-23	16027
Other income to plan in this plan year	2022-06-23	394422
Plan net income in this plan year	2022-06-23	-1549077
Net assets as of the end of the plan year	2022-06-23	2130230
Net assets as of the beginning of the plan year	2022-06-23	3679307
Employer contributions to plan in this plan year	2022-06-23	33450
Expensese paid to adminstrative service provicers from plan in this plan year	2022-06-23	18277
2014 : BOB WARD NEW HOMES 401(K) PLAN 2014 401k financial data
Transfers to/from the plan	2014-12-31	$1
Total income from all sources	2014-12-31	$209,714
Expenses. Total of all expenses incurred	2014-12-31	$36,699
Benefits paid (including direct rollovers)	2014-12-31	$36,593
Total plan assets at end of year	2014-12-31	$1,902,050
Total plan assets at beginning of year	2014-12-31	$1,729,034
Value of fidelity bond covering the plan	2014-12-31	$203,000
Total contributions received or receivable from participants	2014-12-31	$51,191
Expenses. Other expenses not covered elsewhere	2014-12-31	$106
Contributions received from other sources (not participants or employers)	2014-12-31	$39,242
Other income received	2014-12-31	$119,281
Net income (gross income less expenses)	2014-12-31	$173,015
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,902,050
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,729,034
Assets. Value of participant loans	2014-12-31	$14,146
Total contributions received or receivable from employer(s)	2014-12-31	$0
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2014-12-31	$0
Minimum employer required contribution for this plan year	2014-12-31	$0
Amount contributed by the employer to the plan for this plan year	2014-12-31	$0
2013 : BOB WARD NEW HOMES 401(K) PLAN 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
Total income from all sources	2013-12-31	$244,849
Expenses. Total of all expenses incurred	2013-12-31	$59,045
Benefits paid (including direct rollovers)	2013-12-31	$58,995
Total plan assets at end of year	2013-12-31	$1,729,034
Total plan assets at beginning of year	2013-12-31	$1,543,230
Value of fidelity bond covering the plan	2013-12-31	$203,000
Total contributions received or receivable from participants	2013-12-31	$54,106
Expenses. Other expenses not covered elsewhere	2013-12-31	$50
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$190,743
Net income (gross income less expenses)	2013-12-31	$185,804
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,729,034
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,543,230
Assets. Value of participant loans	2013-12-31	$26,706
Total contributions received or receivable from employer(s)	2013-12-31	$0
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2013-12-31	$0
Minimum employer required contribution for this plan year	2013-12-31	$0
Amount contributed by the employer to the plan for this plan year	2013-12-31	$0
2012 : BOB WARD NEW HOMES 401(K) PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$194,183
Expenses. Total of all expenses incurred	2012-12-31	$187,818
Benefits paid (including direct rollovers)	2012-12-31	$187,585
Total plan assets at end of year	2012-12-31	$1,543,230
Total plan assets at beginning of year	2012-12-31	$1,536,865
Value of fidelity bond covering the plan	2012-12-31	$203,000
Total contributions received or receivable from participants	2012-12-31	$34,074
Expenses. Other expenses not covered elsewhere	2012-12-31	$233
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$158,799
Net income (gross income less expenses)	2012-12-31	$6,365
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,543,230
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,536,865
Assets. Value of participant loans	2012-12-31	$42,268
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2012-12-31	$9,589
Total contributions received or receivable from employer(s)	2012-12-31	$1,310
Value of certain deemed distributions of participant loans	2012-12-31	$0
Value of corrective distributions	2012-12-31	$0

Form 5500 Responses for BOB WARD NEW HOMES 401(K) PLAN

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

Insurance Providers Used on plan

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract number	GA-831963
Policy instance	1
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract number	GA-831963
Policy instance	1
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract number	GA-831963
Policy instance	1

Potentially related plans

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	BOB WARD NEW HOMES AT HARTFORD
Employer identification number (EIN):	522278339
NAIC Classification:	236110