HEFCO, LLC has sponsored the creation of one or more 401k plans.
Measure | Date | Value |
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2017: HEFCO, LLC 401(K) PLAN 2017 401k membership |
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Total participants, beginning-of-year | 2017-01-01 | 6 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 6 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 1 |
Total of all active and inactive participants | 2017-01-01 | 7 |
Total participants | 2017-01-01 | 7 |
Number of participants with account balances | 2017-01-01 | 7 |
2016: HEFCO, LLC 401(K) PLAN 2016 401k membership |
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Total participants, beginning-of-year | 2016-01-01 | 6 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 6 |
Total of all active and inactive participants | 2016-01-01 | 6 |
Total participants | 2016-01-01 | 6 |
Number of participants with account balances | 2016-01-01 | 6 |
2015: HEFCO, LLC 401(K) PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 5 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 6 |
Total of all active and inactive participants | 2015-01-01 | 6 |
Total participants | 2015-01-01 | 6 |
Number of participants with account balances | 2015-01-01 | 6 |
2014: HEFCO, LLC 401(K) PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 5 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 5 |
Total of all active and inactive participants | 2014-01-01 | 5 |
Total participants | 2014-01-01 | 5 |
Number of participants with account balances | 2014-01-01 | 5 |
2013: HEFCO, LLC 401(K) PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 6 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 5 |
Total of all active and inactive participants | 2013-01-01 | 5 |
Total participants | 2013-01-01 | 5 |
Number of participants with account balances | 2013-01-01 | 5 |
2012: HEFCO, LLC 401(K) PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 6 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 6 |
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 | 0 |
Total of all active and inactive participants | 2012-01-01 | 6 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 6 |
Number of participants with account balances | 2012-01-01 | 6 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: HEFCO, LLC 401(K) PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 6 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 6 |
Total of all active and inactive participants | 2011-01-01 | 6 |
Total participants | 2011-01-01 | 6 |
Number of participants with account balances | 2011-01-01 | 6 |
2010: HEFCO, LLC 401(K) PLAN 2010 401k membership |
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Total participants, beginning-of-year | 2010-01-01 | 0 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 6 |
Total of all active and inactive participants | 2010-01-01 | 6 |
Total participants | 2010-01-01 | 6 |
Measure | Date | Value |
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2017 : HEFCO, LLC 401(K) PLAN 2017 401k financial data |
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Total income from all sources | 2017-12-31 | $458,206 |
Expenses. Total of all expenses incurred | 2017-12-31 | $8,718 |
Total plan assets at end of year | 2017-12-31 | $3,452,255 |
Total plan assets at beginning of year | 2017-12-31 | $3,002,767 |
Value of fidelity bond covering the plan | 2017-12-31 | $198,500 |
Total contributions received or receivable from participants | 2017-12-31 | $59,090 |
Expenses. Other expenses not covered elsewhere | 2017-12-31 | $8,718 |
Other income received | 2017-12-31 | $310,707 |
Net income (gross income less expenses) | 2017-12-31 | $449,488 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $3,452,255 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $3,002,767 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $88,409 |
2016 : HEFCO, LLC 401(K) PLAN 2016 401k financial data |
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Total income from all sources | 2016-12-31 | $419,732 |
Expenses. Total of all expenses incurred | 2016-12-31 | $6,748 |
Total plan assets at end of year | 2016-12-31 | $3,002,767 |
Total plan assets at beginning of year | 2016-12-31 | $2,589,783 |
Value of fidelity bond covering the plan | 2016-12-31 | $198,500 |
Total contributions received or receivable from participants | 2016-12-31 | $57,103 |
Expenses. Other expenses not covered elsewhere | 2016-12-31 | $6,748 |
Other income received | 2016-12-31 | $275,364 |
Net income (gross income less expenses) | 2016-12-31 | $412,984 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $3,002,767 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $2,589,783 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $87,265 |
2015 : HEFCO, LLC 401(K) PLAN 2015 401k financial data |
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Total income from all sources | 2015-12-31 | $153,027 |
Expenses. Total of all expenses incurred | 2015-12-31 | $99,824 |
Benefits paid (including direct rollovers) | 2015-12-31 | $94,973 |
Total plan assets at end of year | 2015-12-31 | $2,589,783 |
Total plan assets at beginning of year | 2015-12-31 | $2,536,580 |
Value of fidelity bond covering the plan | 2015-12-31 | $198,500 |
Total contributions received or receivable from participants | 2015-12-31 | $59,977 |
Expenses. Other expenses not covered elsewhere | 2015-12-31 | $4,851 |
Other income received | 2015-12-31 | $6,698 |
Net income (gross income less expenses) | 2015-12-31 | $53,203 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $2,589,783 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $2,536,580 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $86,352 |
2014 : HEFCO, LLC 401(K) PLAN 2014 401k financial data |
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Total income from all sources | 2014-12-31 | $295,995 |
Expenses. Total of all expenses incurred | 2014-12-31 | $3,953 |
Total plan assets at end of year | 2014-12-31 | $2,536,580 |
Total plan assets at beginning of year | 2014-12-31 | $2,244,538 |
Value of fidelity bond covering the plan | 2014-12-31 | $198,500 |
Total contributions received or receivable from participants | 2014-12-31 | $60,250 |
Expenses. Other expenses not covered elsewhere | 2014-12-31 | $3,953 |
Other income received | 2014-12-31 | $151,445 |
Net income (gross income less expenses) | 2014-12-31 | $292,042 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $2,536,580 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $2,244,538 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $84,300 |
2013 : HEFCO, LLC 401(K) PLAN 2013 401k financial data |
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Total income from all sources | 2013-12-31 | $322,424 |
Expenses. Total of all expenses incurred | 2013-12-31 | $18,630 |
Benefits paid (including direct rollovers) | 2013-12-31 | $15,707 |
Total plan assets at end of year | 2013-12-31 | $2,244,538 |
Total plan assets at beginning of year | 2013-12-31 | $1,940,744 |
Value of fidelity bond covering the plan | 2013-12-31 | $125,000 |
Total contributions received or receivable from participants | 2013-12-31 | $59,622 |
Expenses. Other expenses not covered elsewhere | 2013-12-31 | $2,923 |
Other income received | 2013-12-31 | $184,673 |
Net income (gross income less expenses) | 2013-12-31 | $303,794 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $2,244,538 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $1,940,744 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $78,129 |
2012 : HEFCO, LLC 401(K) PLAN 2012 401k financial data |
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Total plan liabilities at end of year | 2012-12-31 | $0 |
Total plan liabilities at beginning of year | 2012-12-31 | $0 |
Total income from all sources | 2012-12-31 | $272,003 |
Expenses. Total of all expenses incurred | 2012-12-31 | $1,359 |
Benefits paid (including direct rollovers) | 2012-12-31 | $89,557 |
Total plan assets at end of year | 2012-12-31 | $1,940,744 |
Total plan assets at beginning of year | 2012-12-31 | $1,670,100 |
Value of fidelity bond covering the plan | 2012-12-31 | $125,000 |
Total contributions received or receivable from participants | 2012-12-31 | $49,029 |
Expenses. Other expenses not covered elsewhere | 2012-12-31 | $1,359 |
Other income received | 2012-12-31 | $146,448 |
Net income (gross income less expenses) | 2012-12-31 | $270,644 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $1,940,744 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $1,670,100 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $76,526 |
2011 : HEFCO, LLC 401(K) PLAN 2011 401k financial data |
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Total income from all sources | 2011-12-31 | $218,144 |
Total plan assets at end of year | 2011-12-31 | $1,670,100 |
Total plan assets at beginning of year | 2011-12-31 | $1,451,956 |
Value of fidelity bond covering the plan | 2011-12-31 | $125,000 |
Total contributions received or receivable from participants | 2011-12-31 | $48,341 |
Other income received | 2011-12-31 | $94,179 |
Net income (gross income less expenses) | 2011-12-31 | $218,144 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $1,670,100 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $1,451,956 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $75,624 |
2010 : HEFCO, LLC 401(K) PLAN 2010 401k financial data |
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Transfers to/from the plan | 2010-12-31 | $1,202,590 |
Total income from all sources | 2010-12-31 | $249,366 |
Total plan assets at end of year | 2010-12-31 | $1,451,956 |
Value of fidelity bond covering the plan | 2010-12-31 | $125,000 |
Total contributions received or receivable from participants | 2010-12-31 | $45,911 |
Other income received | 2010-12-31 | $128,941 |
Net income (gross income less expenses) | 2010-12-31 | $249,366 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $1,451,956 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $74,514 |
2017: HEFCO, LLC 401(K) PLAN 2017 form 5500 responses |
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2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Plan funding arrangement – Insurance | Yes |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement – Insurance | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: HEFCO, LLC 401(K) PLAN 2016 form 5500 responses |
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2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Plan funding arrangement – Insurance | Yes |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement – Insurance | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: HEFCO, LLC 401(K) PLAN 2015 form 5500 responses |
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2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Plan funding arrangement – Insurance | Yes |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement – Insurance | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: HEFCO, LLC 401(K) PLAN 2014 form 5500 responses |
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2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Plan funding arrangement – Insurance | Yes |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement – Insurance | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: HEFCO, LLC 401(K) PLAN 2013 form 5500 responses |
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2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Plan funding arrangement – Insurance | Yes |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement – Insurance | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: HEFCO, LLC 401(K) PLAN 2012 form 5500 responses |
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2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Insurance | Yes |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement – Insurance | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: HEFCO, LLC 401(K) PLAN 2011 form 5500 responses |
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2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Plan funding arrangement – Insurance | Yes |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement – Insurance | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2010: HEFCO, LLC 401(K) PLAN 2010 form 5500 responses |
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2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | First time form 5500 has been submitted | Yes |
2010-01-01 | Plan funding arrangement – Insurance | Yes |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement – Insurance | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 ) |
Policy contract number | 37 833 613 |
Policy instance | 1 |
Insurance contract or identification number | 37 833 613 | Number of Individuals Covered | 1 | Insurance policy start date | 2017-01-01 | Insurance policy end date | 2017-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | 1 | Life Insurance Welfare Benefit | Yes | 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 name | JANET B SPECTOR |
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NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 ) |
Policy contract number | K30562 |
Policy instance | 1 |
Insurance contract or identification number | K30562 | Number of Individuals Covered | 1 | Insurance policy start date | 2015-01-01 | Insurance policy end date | 2015-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | Yes | Life Insurance Welfare Benefit | Yes | 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 name | JANET B SPECTOR |
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NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 ) |
Policy contract number | K30562 |
Policy instance | 1 |
Insurance contract or identification number | K30562 | Number of Individuals Covered | 1 | Insurance policy start date | 2014-01-01 | Insurance policy end date | 2014-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | Yes | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Life Insurance Welfare Benefit | Yes | 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 name | JANET B SPECTOR |
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NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 ) |
Policy contract number | K30562 |
Policy instance | 1 |
Insurance contract or identification number | K30562 | Number of Individuals Covered | 1 | Insurance policy start date | 2013-01-01 | Insurance policy end date | 2013-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | Yes | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Life Insurance Welfare Benefit | Yes | 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 name | JOHN SHEA HICKS |
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NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 ) |
Policy contract number | K30562 |
Policy instance | 1 |
Insurance contract or identification number | K30562 | Insurance policy start date | 2012-01-01 | Insurance policy end date | 2012-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | Yes | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Life Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Number of Individuals Covered | 1 | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Commission paid to Insurance Broker | USD $0 | Insurance broker organization code? | 3 | Insurance broker name | JOHN SHEA HICKS |
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NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 ) |
Policy contract number | K30562 |
Policy instance | 1 |
Insurance contract or identification number | K30562 | Number of Individuals Covered | 1 | Insurance policy start date | 2011-01-01 | Insurance policy end date | 2011-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | Yes | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Life Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 ) |
Policy contract number | K30562 |
Policy instance | 1 |
Insurance contract or identification number | K30562 | Number of Individuals Covered | 1 | Insurance policy start date | 2010-01-01 | Insurance policy end date | 2010-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | Yes | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Life Insurance Welfare Benefit | Yes | 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 name | JOHN SHEA HICKS |
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