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HAGAN ACE HARDWARE 401(K) PLAN 401k Plan overview

Plan NameHAGAN ACE HARDWARE 401(K) PLAN
Plan identification number 002

HAGAN ACE HARDWARE 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • 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

HAGAN ACE HARDWARE OF BLANDING has sponsored the creation of one or more 401k plans.

Company Name:HAGAN ACE HARDWARE OF BLANDING
Employer identification number (EIN):591970179
NAIC Classification:444130
NAIC Description:Hardware Stores

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HAGAN ACE HARDWARE 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022015-01-01
0022014-01-01GEORGE RUCKERSFELDT
0022013-01-01GEORGE RUCKERSFELDT
0022012-01-01GEORGE RUCKERSFELDT
0022011-01-01DONALD W. HAGAN DONALD W. HAGAN2012-10-31
0022010-01-01DONALD W. HAGAN
0022009-01-01DONALD W. HAGAN

Plan Statistics for HAGAN ACE HARDWARE 401(K) PLAN

401k plan membership statisitcs for HAGAN ACE HARDWARE 401(K) PLAN

Measure Date Value
2015: HAGAN ACE HARDWARE 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01146
Total number of active participants reported on line 7a of the Form 55002015-01-010
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: HAGAN ACE HARDWARE 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01142
Total number of active participants reported on line 7a of the Form 55002014-01-01129
Number of retired or separated participants receiving benefits2014-01-012
Number of other retired or separated participants entitled to future benefits2014-01-018
Total of all active and inactive participants2014-01-01139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01139
Number of participants with account balances2014-01-0162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: HAGAN ACE HARDWARE 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01138
Total number of active participants reported on line 7a of the Form 55002013-01-01120
Number of retired or separated participants receiving benefits2013-01-011
Number of other retired or separated participants entitled to future benefits2013-01-015
Total of all active and inactive participants2013-01-01126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01126
Number of participants with account balances2013-01-0163
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: HAGAN ACE HARDWARE 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01145
Total number of active participants reported on line 7a of the Form 55002012-01-01120
Number of retired or separated participants receiving benefits2012-01-011
Number of other retired or separated participants entitled to future benefits2012-01-019
Total of all active and inactive participants2012-01-01130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01130
Number of participants with account balances2012-01-0168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: HAGAN ACE HARDWARE 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01144
Total number of active participants reported on line 7a of the Form 55002011-01-01120
Number of retired or separated participants receiving benefits2011-01-011
Number of other retired or separated participants entitled to future benefits2011-01-0113
Total of all active and inactive participants2011-01-01134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01134
Number of participants with account balances2011-01-0175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-011
2010: HAGAN ACE HARDWARE 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01145
Total number of active participants reported on line 7a of the Form 55002010-01-01132
Number of retired or separated participants receiving benefits2010-01-011
Number of other retired or separated participants entitled to future benefits2010-01-0112
Total of all active and inactive participants2010-01-01145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01145
Number of participants with account balances2010-01-0173
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: HAGAN ACE HARDWARE 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01151
Total number of active participants reported on line 7a of the Form 55002009-01-01121
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0112
Total of all active and inactive participants2009-01-01133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01133
Number of participants with account balances2009-01-0180
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-012

Financial Data on HAGAN ACE HARDWARE 401(K) PLAN

Measure Date Value
2015 : HAGAN ACE HARDWARE 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-07-20$0
Total transfer of assets from this plan2015-07-20$2,007,523
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-07-20$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-07-20$0
Total income from all sources (including contributions)2015-07-20$150,045
Total loss/gain on sale of assets2015-07-20$0
Total of all expenses incurred2015-07-20$257,878
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-07-20$257,878
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-07-20$79,556
Value of total assets at end of year2015-07-20$0
Value of total assets at beginning of year2015-07-20$2,115,356
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-07-20$0
Total interest from all sources2015-07-20$2,276
Total dividends received (eg from common stock, registered investment company shares)2015-07-20$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-07-20Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2015-07-20$0
Was this plan covered by a fidelity bond2015-07-20Yes
Value of fidelity bond cover2015-07-20$200,000
If this is an individual account plan, was there a blackout period2015-07-20Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-07-20$0
Were there any nonexempt tranactions with any party-in-interest2015-07-20No
Contributions received from participants2015-07-20$49,293
Participant contributions at end of year2015-07-20$0
Participant contributions at beginning of year2015-07-20$88,376
Income. Received or receivable in cash from other sources (including rollovers)2015-07-20$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-07-20No
Income. Non cash contributions2015-07-20$0
Value of net income/loss2015-07-20$-107,833
Value of net assets at end of year (total assets less liabilities)2015-07-20$0
Value of net assets at beginning of year (total assets less liabilities)2015-07-20$2,115,356
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-07-20No
Were any loans by the plan or fixed income obligations due to the plan in default2015-07-20No
Were any leases to which the plan was party in default or uncollectible2015-07-20No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-07-20$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-07-20$2,026,980
Interest on participant loans2015-07-20$2,276
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-07-20$68,213
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-07-20Yes
Was there a failure to transmit to the plan any participant contributions2015-07-20No
Has the plan failed to provide any benefit when due under the plan2015-07-20No
Contributions received in cash from employer2015-07-20$30,263
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-07-20$257,878
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-07-20Yes
Did the plan have assets held for investment2015-07-20No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-07-20No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-07-20Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-07-20Yes
Opinion of an independent qualified public accountant for this plan2015-07-20Disclaimer
Accountancy firm name2015-07-20BISHOP & DRAPER CPAS
Accountancy firm EIN2015-07-20273988707
2014 : HAGAN ACE HARDWARE 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$261,296
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$66,001
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$66,001
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$142,054
Value of total assets at end of year2014-12-31$2,115,356
Value of total assets at beginning of year2014-12-31$1,920,061
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$0
Total interest from all sources2014-12-31$3,860
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$200,000
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$86,611
Participant contributions at end of year2014-12-31$88,376
Participant contributions at beginning of year2014-12-31$89,451
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$195,295
Value of net assets at end of year (total assets less liabilities)2014-12-31$2,115,356
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$1,920,061
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 registered invesment companies (eg mutual funds) at end of year2014-12-31$2,026,980
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$1,830,610
Interest on participant loans2014-12-31$3,860
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$115,382
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
Contributions received in cash from employer2014-12-31$55,443
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$66,001
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 name2014-12-31BISHOP & DRAPER CPAS
Accountancy firm EIN2014-12-31273988707
2013 : HAGAN ACE HARDWARE 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$485,384
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$148,199
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$148,199
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$157,343
Value of total assets at end of year2013-12-31$1,920,061
Value of total assets at beginning of year2013-12-31$1,582,876
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$0
Total interest from all sources2013-12-31$3,697
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$200,000
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$100,338
Participant contributions at end of year2013-12-31$89,451
Participant contributions at beginning of year2013-12-31$82,795
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$337,185
Value of net assets at end of year (total assets less liabilities)2013-12-31$1,920,061
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$1,582,876
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$1,830,610
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$1,500,081
Interest on participant loans2013-12-31$3,697
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$324,344
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
Contributions received in cash from employer2013-12-31$57,005
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$148,199
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 name2013-12-31BISHOP & DRAPER CPAS
Accountancy firm EIN2013-12-31273988707
2012 : HAGAN ACE HARDWARE 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$302,181
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$52,989
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$52,720
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$162,655
Value of total assets at end of year2012-12-31$1,582,876
Value of total assets at beginning of year2012-12-31$1,333,684
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$269
Total interest from all sources2012-12-31$2,336
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$200,000
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$104,762
Participant contributions at end of year2012-12-31$82,795
Participant contributions at beginning of year2012-12-31$52,254
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$249,192
Value of net assets at end of year (total assets less liabilities)2012-12-31$1,582,876
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$1,333,684
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$1,500,081
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$1,281,430
Interest on participant loans2012-12-31$2,336
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$137,190
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
Contributions received in cash from employer2012-12-31$57,893
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$52,720
Contract administrator fees2012-12-31$269
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 name2012-12-31BISHOP & DRAPER CPAS
Accountancy firm EIN2012-12-31273988707
2011 : HAGAN ACE HARDWARE 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
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$145,428
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$135,072
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$134,003
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$162,842
Value of total assets at end of year2011-12-31$1,333,684
Value of total assets at beginning of year2011-12-31$1,323,328
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$1,069
Total interest from all sources2011-12-31$2,571
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$20,525
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$20,525
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$190,000
If this is an individual account plan, was there a blackout period2011-12-31Yes
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$103,418
Participant contributions at end of year2011-12-31$52,254
Participant contributions at beginning of year2011-12-31$70,264
Participant contributions at beginning of year2011-12-31$3,407
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$10,356
Value of net assets at end of year (total assets less liabilities)2011-12-31$1,333,684
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$1,323,328
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$1,281,430
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$1,247,532
Interest on participant loans2011-12-31$2,571
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-40,510
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
Contributions received in cash from employer2011-12-31$59,424
Employer contributions (assets) at beginning of year2011-12-31$2,125
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$134,003
Contract administrator fees2011-12-31$1,069
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31Yes
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 name2011-12-31BISHOP & DRAPER CPAS
Accountancy firm EIN2011-12-31273988707
2010 : HAGAN ACE HARDWARE 401(K) PLAN 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$297,962
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$65,571
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$64,364
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$163,910
Value of total assets at end of year2010-12-31$1,323,328
Value of total assets at beginning of year2010-12-31$1,090,937
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$1,207
Total interest from all sources2010-12-31$2,115
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$14,402
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$14,402
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$190,000
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$95,532
Participant contributions at end of year2010-12-31$70,264
Participant contributions at beginning of year2010-12-31$28,124
Participant contributions at end of year2010-12-31$3,407
Participant contributions at beginning of year2010-12-31$2,845
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$11,613
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$232,391
Value of net assets at end of year (total assets less liabilities)2010-12-31$1,323,328
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$1,090,937
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$1,247,532
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$1,057,810
Interest on participant loans2010-12-31$2,115
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$117,535
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
Contributions received in cash from employer2010-12-31$56,765
Employer contributions (assets) at end of year2010-12-31$2,125
Employer contributions (assets) at beginning of year2010-12-31$2,158
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$64,364
Contract administrator fees2010-12-31$1,207
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 name2010-12-31BISHOP & DRAPER CPAS
Accountancy firm EIN2010-12-31273988707
2009 : HAGAN ACE HARDWARE 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for HAGAN ACE HARDWARE 401(K) PLAN

2015: HAGAN ACE HARDWARE 401(K) PLAN 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 filingYes
2015-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: HAGAN ACE HARDWARE 401(K) PLAN 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 – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: HAGAN ACE HARDWARE 401(K) PLAN 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 – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: HAGAN ACE HARDWARE 401(K) PLAN 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 – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: HAGAN ACE HARDWARE 401(K) PLAN 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 – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: HAGAN ACE HARDWARE 401(K) PLAN 2010 form 5500 responses
2010-01-01Type of plan entityMulitple 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 – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: HAGAN ACE HARDWARE 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entityMulitple 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 – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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