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THE HARDY GROUP SAVINGS PLAN AND TRUST 401k Plan overview

Plan NameTHE HARDY GROUP SAVINGS PLAN AND TRUST
Plan identification number 001

THE HARDY GROUP SAVINGS PLAN AND TRUST 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.
  • Stock bonus
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

HARDY CHEVROLET BUICK GMC, INC. has sponsored the creation of one or more 401k plans.

Company Name:HARDY CHEVROLET BUICK GMC, INC.
Employer identification number (EIN):581307787
NAIC Classification:441110
NAIC Description:New Car Dealers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE HARDY GROUP SAVINGS PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01JUSTIN FULLER JUSTIN FULLER2018-10-12
0012016-01-01JUSTIN FULLER JUSTIN FULLER2017-10-16
0012015-01-01JUSTIN FULLER JUSTIN FULLER2016-10-14
0012014-01-01JUSTIN FULLER JUSTIN FULLER2015-10-12
0012013-01-01JUSTIN FULLER JUSTIN FULLER2014-10-13
0012012-01-01JUSTIN FULLER JUSTIN FULLER2013-10-14
0012011-01-01JUSTIN FULLER JUSTIN FULLER2012-10-12
0012010-01-01JUSTIN FULLER JUSTIN FULLER2011-10-14
0012009-01-01JUSTIN FULLER JUSTIN FULLER2010-10-07
0012009-01-01JUSTIN FULLER JUSTIN FULLER2010-10-05

Plan Statistics for THE HARDY GROUP SAVINGS PLAN AND TRUST

401k plan membership statisitcs for THE HARDY GROUP SAVINGS PLAN AND TRUST

Measure Date Value
2022: THE HARDY GROUP SAVINGS PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year2022-01-01266
Total number of active participants reported on line 7a of the Form 55002022-01-01222
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0122
Total of all active and inactive participants2022-01-01244
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01244
Number of participants with account balances2022-01-01112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: THE HARDY GROUP SAVINGS PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year2021-01-01256
Total number of active participants reported on line 7a of the Form 55002021-01-01242
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0119
Total of all active and inactive participants2021-01-01261
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01261
Number of participants with account balances2021-01-0195
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: THE HARDY GROUP SAVINGS PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-01257
Total number of active participants reported on line 7a of the Form 55002020-01-01236
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0112
Total of all active and inactive participants2020-01-01248
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01248
Number of participants with account balances2020-01-0188
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: THE HARDY GROUP SAVINGS PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-01252
Total number of active participants reported on line 7a of the Form 55002019-01-01247
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0111
Total of all active and inactive participants2019-01-01258
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01258
Number of participants with account balances2019-01-0183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: THE HARDY GROUP SAVINGS PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-01243
Total number of active participants reported on line 7a of the Form 55002018-01-01212
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0117
Total of all active and inactive participants2018-01-01229
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01229
Number of participants with account balances2018-01-0192
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: THE HARDY GROUP SAVINGS PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-01240
Total number of active participants reported on line 7a of the Form 55002017-01-01214
Number of other retired or separated participants entitled to future benefits2017-01-0122
Total of all active and inactive participants2017-01-01236
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01236
Number of participants with account balances2017-01-0187
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: THE HARDY GROUP SAVINGS PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-01227
Total number of active participants reported on line 7a of the Form 55002016-01-01196
Number of other retired or separated participants entitled to future benefits2016-01-0121
Total of all active and inactive participants2016-01-01217
Total participants2016-01-01217
Number of participants with account balances2016-01-0179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: THE HARDY GROUP SAVINGS PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-01225
Total number of active participants reported on line 7a of the Form 55002015-01-01190
Number of other retired or separated participants entitled to future benefits2015-01-0122
Total of all active and inactive participants2015-01-01212
Total participants2015-01-01212
Number of participants with account balances2015-01-0180
2014: THE HARDY GROUP SAVINGS PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-01238
Total number of active participants reported on line 7a of the Form 55002014-01-01183
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0123
Total of all active and inactive participants2014-01-01206
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01206
Number of participants with account balances2014-01-0184
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: THE HARDY GROUP SAVINGS PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-01237
Total number of active participants reported on line 7a of the Form 55002013-01-01195
Number of other retired or separated participants entitled to future benefits2013-01-0137
Total of all active and inactive participants2013-01-01232
Total participants2013-01-01232
Number of participants with account balances2013-01-01103
2012: THE HARDY GROUP SAVINGS PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-01238
Total number of active participants reported on line 7a of the Form 55002012-01-01194
Number of other retired or separated participants entitled to future benefits2012-01-0130
Total of all active and inactive participants2012-01-01224
Total participants2012-01-01224
Number of participants with account balances2012-01-01102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-011
2011: THE HARDY GROUP SAVINGS PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-01238
Total number of active participants reported on line 7a of the Form 55002011-01-01194
Number of other retired or separated participants entitled to future benefits2011-01-0130
Total of all active and inactive participants2011-01-01224
Total participants2011-01-01224
Number of participants with account balances2011-01-01106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: THE HARDY GROUP SAVINGS PLAN AND TRUST 2010 401k membership
Total participants, beginning-of-year2010-01-01238
Total number of active participants reported on line 7a of the Form 55002010-01-01198
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0131
Total of all active and inactive participants2010-01-01229
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01229
Number of participants with account balances2010-01-01108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: THE HARDY GROUP SAVINGS PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-01238
Total number of active participants reported on line 7a of the Form 55002009-01-01195
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0135
Total of all active and inactive participants2009-01-01230
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01230
Number of participants with account balances2009-01-01111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on THE HARDY GROUP SAVINGS PLAN AND TRUST

Measure Date Value
2022 : THE HARDY GROUP SAVINGS PLAN AND TRUST 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets to this plan2022-12-31$0
Total transfer of assets from this plan2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-59,976
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$469,158
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$444,937
Expenses. Certain deemed distributions of participant loans2022-12-31$11,378
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$688,486
Value of total assets at end of year2022-12-31$4,157,963
Value of total assets at beginning of year2022-12-31$4,687,097
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$12,843
Total interest from all sources2022-12-31$2,057
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$106,440
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$106,440
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$469,000
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$607,666
Participant contributions at end of year2022-12-31$38,292
Participant contributions at beginning of year2022-12-31$45,404
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$72,100
Administrative expenses (other) incurred2022-12-31$12,843
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-529,134
Value of net assets at end of year (total assets less liabilities)2022-12-31$4,157,963
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$4,687,097
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$4,119,671
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$4,641,693
Interest on participant loans2022-12-31$2,057
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-856,959
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$8,720
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$444,937
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 name2022-12-31DAVIS PECHTER & ASSOCIATES PC
Accountancy firm EIN2022-12-31455246280
2021 : THE HARDY GROUP SAVINGS PLAN AND TRUST 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets to this plan2021-12-31$0
Total transfer of assets from this plan2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$1,039,415
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$392,002
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$379,531
Expenses. Certain deemed distributions of participant loans2021-12-31$182
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$567,642
Value of total assets at end of year2021-12-31$4,687,097
Value of total assets at beginning of year2021-12-31$4,039,684
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$12,289
Total interest from all sources2021-12-31$2,371
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$128,267
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$128,267
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$404,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$563,441
Participant contributions at end of year2021-12-31$45,404
Participant contributions at beginning of year2021-12-31$49,121
Other income not declared elsewhere2021-12-31$2
Administrative expenses (other) incurred2021-12-31$12,289
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$647,413
Value of net assets at end of year (total assets less liabilities)2021-12-31$4,687,097
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$4,039,684
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$4,641,693
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$3,990,563
Interest on participant loans2021-12-31$2,371
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$341,133
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$4,201
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$379,531
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 name2021-12-31DAVIS PECHTER & ASSOCIATES PC
Accountancy firm EIN2021-12-31455246280
2020 : THE HARDY GROUP SAVINGS PLAN AND TRUST 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$0
Total transfer of assets from this plan2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$862,495
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$617,492
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$604,387
Expenses. Certain deemed distributions of participant loans2020-12-31$2,796
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$418,409
Value of total assets at end of year2020-12-31$4,039,684
Value of total assets at beginning of year2020-12-31$3,794,681
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$10,309
Total interest from all sources2020-12-31$1,626
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$87,192
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$87,192
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$380,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$418,408
Participant contributions at end of year2020-12-31$49,121
Participant contributions at beginning of year2020-12-31$34,395
Other income not declared elsewhere2020-12-31$197
Administrative expenses (other) incurred2020-12-31$10,309
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$245,003
Value of net assets at end of year (total assets less liabilities)2020-12-31$4,039,684
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$3,794,681
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$3,990,563
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$3,760,286
Interest on participant loans2020-12-31$1,626
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$355,071
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$1
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$604,387
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 name2020-12-31DAVIS, PECHTER & ASSOCIATES, PC
Accountancy firm EIN2020-12-31455246280
2019 : THE HARDY GROUP SAVINGS PLAN AND TRUST 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$0
Total transfer of assets from this plan2019-12-31$0
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$1,030,854
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$553,064
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$526,414
Value of total corrective distributions2019-12-31$15,521
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$354,673
Value of total assets at end of year2019-12-31$3,794,681
Value of total assets at beginning of year2019-12-31$3,316,891
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$11,129
Total interest from all sources2019-12-31$2,137
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$116,101
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$116,101
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$332,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$354,673
Participant contributions at end of year2019-12-31$34,395
Participant contributions at beginning of year2019-12-31$47,122
Other income not declared elsewhere2019-12-31$2
Administrative expenses (other) incurred2019-12-31$11,129
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$477,790
Value of net assets at end of year (total assets less liabilities)2019-12-31$3,794,681
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$3,316,891
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$3,760,286
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$3,269,769
Interest on participant loans2019-12-31$2,137
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$557,941
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$526,414
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 name2019-12-31DAVIS, PECHTER & ASSOCIATES, PC
Accountancy firm EIN2019-12-31455246280
2018 : THE HARDY GROUP SAVINGS PLAN AND TRUST 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets from this plan2018-12-31$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$57,379
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$284,239
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$227,103
Value of total corrective distributions2018-12-31$47,800
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$292,011
Value of total assets at end of year2018-12-31$3,316,891
Value of total assets at beginning of year2018-12-31$3,543,751
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$9,336
Total interest from all sources2018-12-31$2,381
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$54,486
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$54,486
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$359,000
If this is an individual account plan, was there a blackout period2018-12-31Yes
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$292,011
Participant contributions at end of year2018-12-31$47,122
Participant contributions at beginning of year2018-12-31$41,932
Other income not declared elsewhere2018-12-31$7
Administrative expenses (other) incurred2018-12-31$9,336
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-226,860
Value of net assets at end of year (total assets less liabilities)2018-12-31$3,316,891
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$3,543,751
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$3,269,769
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$3,501,819
Interest on participant loans2018-12-31$2,381
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-291,506
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$227,103
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31Yes
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 name2018-12-31DAVIS, PECHTER & ASSOCIATES, PC
Accountancy firm EIN2018-12-31455246280
2017 : THE HARDY GROUP SAVINGS PLAN AND TRUST 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$623,097
Total of all expenses incurred2017-12-31$220,694
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$199,176
Expenses. Certain deemed distributions of participant loans2017-12-31$9,300
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$263,457
Value of total assets at end of year2017-12-31$3,543,751
Value of total assets at beginning of year2017-12-31$3,141,348
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$12,218
Total interest from all sources2017-12-31$1,989
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$263,457
Participant contributions at end of year2017-12-31$41,932
Participant contributions at beginning of year2017-12-31$50,391
Administrative expenses (other) incurred2017-12-31$1,250
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$402,403
Value of net assets at end of year (total assets less liabilities)2017-12-31$3,543,751
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$3,141,348
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 pooled separate accounts at end of year2017-12-31$3,501,819
Value of interest in pooled separate accounts at beginning of year2017-12-31$3,090,957
Interest on participant loans2017-12-31$1,989
Net investment gain/loss from pooled separate accounts2017-12-31$357,651
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$199,176
Contract administrator fees2017-12-31$10,968
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 name2017-12-31DAVIS, PECHTER AND ASSOCIATES, P.C.
Accountancy firm EIN2017-12-31455246280
2016 : THE HARDY GROUP SAVINGS PLAN AND TRUST 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$430,303
Total of all expenses incurred2016-12-31$166,816
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$149,666
Value of total corrective distributions2016-12-31$5,436
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$231,971
Value of total assets at end of year2016-12-31$3,141,348
Value of total assets at beginning of year2016-12-31$2,877,861
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$11,714
Total interest from all sources2016-12-31$2,061
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$350,000
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$231,971
Participant contributions at end of year2016-12-31$50,391
Participant contributions at beginning of year2016-12-31$51,699
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$263,487
Value of net assets at end of year (total assets less liabilities)2016-12-31$3,141,348
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$2,877,861
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$825
Value of interest in pooled separate accounts at end of year2016-12-31$3,090,957
Value of interest in pooled separate accounts at beginning of year2016-12-31$2,826,162
Interest on participant loans2016-12-31$2,061
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$196,271
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$149,666
Contract administrator fees2016-12-31$10,889
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 name2016-12-31DAVIS, PECHTER AND ASSOCIATES, P.C.
Accountancy firm EIN2016-12-31455246280
2015 : THE HARDY GROUP SAVINGS PLAN AND TRUST 2015 401k financial data
Total transfer of assets to this plan2015-12-31$2,495
Total income from all sources (including contributions)2015-12-31$178,468
Total of all expenses incurred2015-12-31$203,383
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$191,409
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$215,866
Value of total assets at end of year2015-12-31$2,877,861
Value of total assets at beginning of year2015-12-31$2,900,281
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$11,974
Total interest from all sources2015-12-31$2,394
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$11,974
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$350,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$213,371
Participant contributions at end of year2015-12-31$51,699
Participant contributions at beginning of year2015-12-31$61,298
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$2,495
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-24,915
Value of net assets at end of year (total assets less liabilities)2015-12-31$2,877,861
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$2,900,281
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in pooled separate accounts at end of year2015-12-31$2,826,162
Value of interest in pooled separate accounts at beginning of year2015-12-31$2,838,983
Interest on participant loans2015-12-31$2,394
Net investment gain or loss from common/collective trusts2015-12-31$-39,792
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$191,409
Contract administrator fees2015-12-31$0
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 name2015-12-31DAVIS, PECHTER AND ASSOCIATES, P.C.
Accountancy firm EIN2015-12-31455246280
2014 : THE HARDY GROUP SAVINGS PLAN AND TRUST 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$360,144
Total of all expenses incurred2014-12-31$268,673
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$256,129
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$212,208
Value of total assets at end of year2014-12-31$2,900,281
Value of total assets at beginning of year2014-12-31$2,808,810
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$12,544
Total interest from all sources2014-12-31$1,883
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$2,025
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$350,000
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$210,079
Participant contributions at end of year2014-12-31$61,298
Participant contributions at beginning of year2014-12-31$45,908
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$2,129
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$91,471
Value of net assets at end of year (total assets less liabilities)2014-12-31$2,900,281
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$2,808,810
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in pooled separate accounts at end of year2014-12-31$2,838,983
Value of interest in pooled separate accounts at beginning of year2014-12-31$2,762,902
Interest on participant loans2014-12-31$1,883
Net investment gain/loss from pooled separate accounts2014-12-31$146,053
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$256,129
Contract administrator fees2014-12-31$10,519
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 name2014-12-31DAVIS, PECHTER AND ASSOCIATES, P.C.
Accountancy firm EIN2014-12-31455246280
2013 : THE HARDY GROUP SAVINGS PLAN AND TRUST 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$487,985
Total of all expenses incurred2013-12-31$386,767
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$374,205
Expenses. Certain deemed distributions of participant loans2013-12-31$0
Value of total corrective distributions2013-12-31$844
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$218,542
Value of total assets at end of year2013-12-31$2,808,810
Value of total assets at beginning of year2013-12-31$2,707,592
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$11,718
Total interest from all sources2013-12-31$2,199
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$1,425
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$350,000
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$218,542
Participant contributions at end of year2013-12-31$45,908
Participant contributions at beginning of year2013-12-31$60,684
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$101,218
Value of net assets at end of year (total assets less liabilities)2013-12-31$2,808,810
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$2,707,592
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 pooled separate accounts at end of year2013-12-31$2,762,902
Value of interest in pooled separate accounts at beginning of year2013-12-31$2,646,908
Interest on participant loans2013-12-31$2,199
Net investment gain/loss from pooled separate accounts2013-12-31$267,244
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$374,205
Contract administrator fees2013-12-31$10,293
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 name2013-12-31DAVIS, PECHTER AND ASSOCIATES, P.C.
Accountancy firm EIN2013-12-31455246280
2012 : THE HARDY GROUP SAVINGS PLAN AND TRUST 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$499,835
Total of all expenses incurred2012-12-31$577,230
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$564,721
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$224,318
Value of total assets at end of year2012-12-31$2,707,592
Value of total assets at beginning of year2012-12-31$2,784,987
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$12,509
Total interest from all sources2012-12-31$2,090
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31Yes
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$224,318
Participant contributions at end of year2012-12-31$60,684
Participant contributions at beginning of year2012-12-31$48,184
Participant contributions at beginning of year2012-12-31$2,238
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$-77,395
Value of net assets at end of year (total assets less liabilities)2012-12-31$2,707,592
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$2,784,987
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 pooled separate accounts at end of year2012-12-31$2,646,908
Value of interest in pooled separate accounts at beginning of year2012-12-31$2,734,565
Interest on participant loans2012-12-31$2,090
Net investment gain/loss from pooled separate accounts2012-12-31$273,427
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$564,721
Contract administrator fees2012-12-31$12,509
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31Yes
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 name2012-12-31DAVIS, PECHTER AND ASSOCIATES, P.C.
Accountancy firm EIN2012-12-31455246280
2011 : THE HARDY GROUP SAVINGS PLAN AND TRUST 2011 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$124,253
Total of all expenses incurred2011-12-31$185,550
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$185,550
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$220,523
Value of total assets at end of year2011-12-31$2,784,987
Value of total assets at beginning of year2011-12-31$2,846,284
Total interest from all sources2011-12-31$2,882
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
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$192,779
Participant contributions at end of year2011-12-31$48,184
Participant contributions at beginning of year2011-12-31$73,605
Participant contributions at end of year2011-12-31$2,238
Participant contributions at beginning of year2011-12-31$2,290
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$27,744
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-61,297
Value of net assets at end of year (total assets less liabilities)2011-12-31$2,784,987
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$2,846,284
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 pooled separate accounts at end of year2011-12-31$2,734,565
Value of interest in pooled separate accounts at beginning of year2011-12-31$2,770,389
Interest on participant loans2011-12-31$2,882
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-99,152
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$185,550
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 name2011-12-31DAVIS, PECHTER AND ASSOCIATES, P.C.
Accountancy firm EIN2011-12-31455246280
2010 : THE HARDY GROUP SAVINGS PLAN AND TRUST 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$487,140
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$54,108
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$54,108
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$195,815
Value of total assets at end of year2010-12-31$2,846,284
Value of total assets at beginning of year2010-12-31$2,413,252
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
Total interest from all sources2010-12-31$2,001
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
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$189,242
Participant contributions at end of year2010-12-31$73,605
Participant contributions at beginning of year2010-12-31$23,584
Participant contributions at end of year2010-12-31$2,290
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$6,573
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$433,032
Value of net assets at end of year (total assets less liabilities)2010-12-31$2,846,284
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$2,413,252
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 pooled separate accounts at end of year2010-12-31$2,770,389
Value of interest in pooled separate accounts at beginning of year2010-12-31$2,176,645
Interest on participant loans2010-12-31$2,001
Value of interest in common/collective trusts at beginning of year2010-12-31$213,023
Net investment gain/loss from pooled separate accounts2010-12-31$289,490
Net investment gain or loss from common/collective trusts2010-12-31$-166
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$54,108
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 name2010-12-31WADELL SMITH MAGOON & FREEMAN, LLC
Accountancy firm EIN2010-12-31582145549
2009 : THE HARDY GROUP SAVINGS PLAN AND TRUST 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 THE HARDY GROUP SAVINGS PLAN AND TRUST

2022: THE HARDY GROUP SAVINGS PLAN AND TRUST 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 – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: THE HARDY GROUP SAVINGS PLAN AND TRUST 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 – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: THE HARDY GROUP SAVINGS PLAN AND TRUST 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 – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: THE HARDY GROUP SAVINGS PLAN AND TRUST 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 – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: THE HARDY GROUP SAVINGS PLAN AND TRUST 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 – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: THE HARDY GROUP SAVINGS PLAN AND TRUST 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 - TrustYes
2016: THE HARDY GROUP SAVINGS PLAN AND TRUST 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 - TrustYes
2015: THE HARDY GROUP SAVINGS PLAN AND TRUST 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: THE HARDY GROUP SAVINGS PLAN AND TRUST 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: THE HARDY GROUP SAVINGS PLAN AND TRUST 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: THE HARDY GROUP SAVINGS PLAN AND TRUST 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: THE HARDY GROUP SAVINGS PLAN AND TRUST 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedYes
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: THE HARDY GROUP SAVINGS PLAN AND TRUST 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: THE HARDY GROUP SAVINGS PLAN AND TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number104133
Policy instance 1
Insurance contract or identification number104133
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
Insurance broker namePFS

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