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HUBBARD PROPERTIES 401(K) PLAN 401k Plan overview

Plan NameHUBBARD PROPERTIES 401(K) PLAN
Plan identification number 003

HUBBARD PROPERTIES 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.

401k Sponsoring company profile

HUBBARD PROPERTIES, INC. has sponsored the creation of one or more 401k plans.

Company Name:HUBBARD PROPERTIES, INC.
Employer identification number (EIN):631016826
NAIC Classification:531310

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HUBBARD PROPERTIES 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032023-01-01CAITLIN WEST2024-09-09
0032022-01-01DONAL K FORD2023-10-03
0032021-01-01
0032021-01-01
0032021-01-01DONAL K FORD
0032020-01-01
0032019-01-01
0032017-07-01LEE LICHTENSTEIN

Plan Statistics for HUBBARD PROPERTIES 401(K) PLAN

401k plan membership statisitcs for HUBBARD PROPERTIES 401(K) PLAN

Measure Date Value
2025: HUBBARD PROPERTIES 401(K) PLAN 2025 401k membership
Total number of particpants at beginning of year2025-07-08100
Total number of particpants at end of year2025-07-0896
Number of Participants With Account Balances2025-07-0840
2024: HUBBARD PROPERTIES 401(K) PLAN 2024 401k membership
Total number of particpants at beginning of year2024-09-09105
Total number of particpants at end of year2024-09-0999
Number of Participants With Account Balances2024-09-0944
2021: HUBBARD PROPERTIES 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01106
Total number of active participants reported on line 7a of the Form 55002021-01-0172
Number of retired or separated participants receiving benefits2021-01-011
Number of other retired or separated participants entitled to future benefits2021-01-0115
Total of all active and inactive participants2021-01-0188
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-0188
Number of participants with account balances2021-01-0152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: HUBBARD PROPERTIES 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01106
Total number of active participants reported on line 7a of the Form 55002020-01-0198
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-019
Total of all active and inactive participants2020-01-01107
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01107
Number of participants with account balances2020-01-0151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: HUBBARD PROPERTIES 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01106
Total number of active participants reported on line 7a of the Form 55002019-01-0199
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-015
Total of all active and inactive participants2019-01-01104
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01104
Number of participants with account balances2019-01-0149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-011
2017: HUBBARD PROPERTIES 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-01104
Total number of active participants reported on line 7a of the Form 55002017-07-01103
Number of retired or separated participants receiving benefits2017-07-010
Number of other retired or separated participants entitled to future benefits2017-07-014
Total of all active and inactive participants2017-07-01107
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-010
Total participants2017-07-01107
Number of participants with account balances2017-07-01107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-0154

Financial Data on HUBBARD PROPERTIES 401(K) PLAN

Measure Date Value
2025 : HUBBARD PROPERTIES 401(K) PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-07-080
Total liabilities as of the end of the plan year2025-07-080
Total liabilities as of the beginning of the plan year2025-07-080
Total expenses incurred by plan in this plan year2025-07-081083162
Net assets as of the end of the plan year2025-07-082194004
Total assets as of the beginning of the plan year2025-07-082867239
Value of plan covered by a fidelity bond2025-07-08286800
Participant contributions to plan in this plan year2025-07-08115922
Other expenses paid from plan in this plan year2025-07-080
Other contributions to plan in this plan year2025-07-080
Other income to plan in this plan year2025-07-08238343
Plan net income in this plan year2025-07-08-673235
Net assets as of the end of the plan year2025-07-082194004
Net assets as of the beginning of the plan year2025-07-082867239
Employer contributions to plan in this plan year2025-07-0855662
Fees paid to broker by Benefit Provider2025-07-08373
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-0824370
2024 : HUBBARD PROPERTIES 401(K) PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-09-090
Total liabilities as of the end of the plan year2024-09-090
Total liabilities as of the beginning of the plan year2024-09-090
Total expenses incurred by plan in this plan year2024-09-09226451
Net assets as of the end of the plan year2024-09-092867239
Total assets as of the beginning of the plan year2024-09-092596228
Value of plan covered by a fidelity bond2024-09-09500000
Participant contributions to plan in this plan year2024-09-09115367
Value of participant loans at end of plan year2024-09-091357
Other expenses paid from plan in this plan year2024-09-090
Other contributions to plan in this plan year2024-09-090
Other income to plan in this plan year2024-09-09326375
Plan net income in this plan year2024-09-09271011
Net assets as of the end of the plan year2024-09-092867239
Net assets as of the beginning of the plan year2024-09-092596228
Employer contributions to plan in this plan year2024-09-0955720
Fees paid to broker by Benefit Provider2024-09-09659
Expensese paid to adminstrative service provicers from plan in this plan year2024-09-0925347
2021 : HUBBARD PROPERTIES 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$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$7,362
Total income from all sources (including contributions)2021-12-31$516,568
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$468,239
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$436,689
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$208,203
Value of total assets at end of year2021-12-31$3,372,172
Value of total assets at beginning of year2021-12-31$3,331,205
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$31,550
Total interest from all sources2021-12-31$443
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$461,016
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$461,016
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
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$140,439
Participant contributions at end of year2021-12-31$4,391
Participant contributions at beginning of year2021-12-31$14,308
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$30
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$16
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$7,362
Other income not declared elsewhere2021-12-31$65
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$48,329
Value of net assets at end of year (total assets less liabilities)2021-12-31$3,372,172
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$3,323,843
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$3,279,777
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$3,316,853
Interest on participant loans2021-12-31$443
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$87,988
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$3
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$-153,159
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$67,764
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$11
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$436,689
Contract administrator fees2021-12-31$31,550
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 plan2021-12-31Disclaimer
Accountancy firm name2021-12-31TEMPLETON & COMPANY
Accountancy firm EIN2021-12-31141918990
2020 : HUBBARD PROPERTIES 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$7,362
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$5,976
Total income from all sources (including contributions)2020-12-31$598,244
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$139,585
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$101,158
Expenses. Certain deemed distributions of participant loans2020-12-31$4,071
Value of total corrective distributions2020-12-31$7,362
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$217,377
Value of total assets at end of year2020-12-31$3,331,205
Value of total assets at beginning of year2020-12-31$2,871,160
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$26,994
Total interest from all sources2020-12-31$1,437
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$139,657
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$139,657
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
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$149,112
Participant contributions at end of year2020-12-31$14,308
Participant contributions at beginning of year2020-12-31$44,526
Participant contributions at end of year2020-12-31$30
Participant contributions at beginning of year2020-12-31$4,864
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$7,362
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$5,976
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$458,659
Value of net assets at end of year (total assets less liabilities)2020-12-31$3,323,843
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$2,865,184
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$3,316,853
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$2,816,852
Interest on participant loans2020-12-31$1,437
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$3
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$2,516
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$239,773
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$68,265
Employer contributions (assets) at end of year2020-12-31$11
Employer contributions (assets) at beginning of year2020-12-31$2,402
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$101,158
Contract administrator fees2020-12-31$26,994
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 name2020-12-31TEMPLETON & COMPANY
Accountancy firm EIN2020-12-31141918990
2019 : HUBBARD PROPERTIES 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$5,976
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$5,976
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$8,905
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$8,905
Total income from all sources (including contributions)2019-12-31$654,972
Total income from all sources (including contributions)2019-12-31$654,972
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$278,889
Total of all expenses incurred2019-12-31$278,889
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$246,965
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$246,965
Value of total corrective distributions2019-12-31$5,976
Value of total corrective distributions2019-12-31$5,976
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$207,418
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$207,418
Value of total assets at end of year2019-12-31$2,871,160
Value of total assets at end of year2019-12-31$2,871,160
Value of total assets at beginning of year2019-12-31$2,498,006
Value of total assets at beginning of year2019-12-31$2,498,006
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$25,948
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$25,948
Total interest from all sources2019-12-31$3,216
Total interest from all sources2019-12-31$3,216
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$88,900
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$88,900
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
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$88,900
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$88,900
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
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
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$139,770
Contributions received from participants2019-12-31$139,770
Participant contributions at end of year2019-12-31$44,526
Participant contributions at end of year2019-12-31$44,526
Participant contributions at beginning of year2019-12-31$103,564
Participant contributions at beginning of year2019-12-31$103,564
Participant contributions at end of year2019-12-31$4,864
Participant contributions at end of year2019-12-31$4,864
Participant contributions at beginning of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$5,976
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$5,976
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$8,905
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$8,905
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
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$376,083
Value of net income/loss2019-12-31$376,083
Value of net assets at end of year (total assets less liabilities)2019-12-31$2,865,184
Value of net assets at end of year (total assets less liabilities)2019-12-31$2,865,184
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$2,489,101
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$2,489,101
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
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 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$2,816,852
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$2,816,852
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$2,391,979
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$2,391,979
Interest on participant loans2019-12-31$3,216
Interest on participant loans2019-12-31$3,216
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$2,516
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$2,516
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$2,463
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$2,463
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$355,438
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$355,438
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
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
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$67,648
Contributions received in cash from employer2019-12-31$67,648
Employer contributions (assets) at end of year2019-12-31$2,402
Employer contributions (assets) at end of year2019-12-31$2,402
Employer contributions (assets) at beginning of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$246,965
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$246,965
Contract administrator fees2019-12-31$25,948
Contract administrator fees2019-12-31$25,948
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
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
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
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
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31TEMPLETON & COMPANY
Accountancy firm name2019-12-31TEMPLETON & COMPANY
Accountancy firm EIN2019-12-31141918990
Accountancy firm EIN2019-12-31141918990
2018 : HUBBARD PROPERTIES 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$8,905
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$4,146
Total income from all sources (including contributions)2018-12-31$106,660
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$121,020
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$86,911
Value of total corrective distributions2018-12-31$8,905
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$221,244
Value of total assets at end of year2018-12-31$2,498,006
Value of total assets at beginning of year2018-12-31$2,507,607
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$25,204
Total interest from all sources2018-12-31$6,287
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$250,346
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$149,151
Participant contributions at end of year2018-12-31$103,564
Participant contributions at beginning of year2018-12-31$159,138
Participant contributions at beginning of year2018-12-31$2,641
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$8,905
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$4,146
Other income not declared elsewhere2018-12-31$246
Administrative expenses (other) incurred2018-12-31$581
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-14,360
Value of net assets at end of year (total assets less liabilities)2018-12-31$2,489,101
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$2,503,461
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$2,391,979
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$2,342,095
Interest on participant loans2018-12-31$6,287
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$2,463
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$2,414
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-121,117
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
Contributions received in cash from employer2018-12-31$72,093
Employer contributions (assets) at beginning of year2018-12-31$1,319
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$86,911
Contract administrator fees2018-12-31$24,623
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 name2018-12-31TEMPLETON & COMPANY
Accountancy firm EIN2018-12-31141918990
2017 : HUBBARD PROPERTIES 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$2,305,294
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$4,146
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$271,390
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$75,636
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$60,074
Value of total corrective distributions2017-12-31$4,146
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$116,119
Value of total assets at end of year2017-12-31$2,505,194
Value of total assets at beginning of year2017-12-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$11,416
Total interest from all sources2017-12-31$4,037
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
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$250,105
If this is an individual account plan, was there a blackout period2017-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$77,861
Participant contributions at end of year2017-12-31$159,138
Participant contributions at end of year2017-12-31$2,641
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$4,146
Total non interest bearing cash at beginning of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$195,754
Value of net assets at end of year (total assets less liabilities)2017-12-31$2,501,048
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$2,342,095
Income. Interest from loans (other than to participants)2017-12-31$4,037
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$151,234
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
Contributions received in cash from employer2017-12-31$38,258
Employer contributions (assets) at end of year2017-12-31$1,320
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$60,074
Contract administrator fees2017-12-31$11,416
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31Yes
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

Form 5500 Responses for HUBBARD PROPERTIES 401(K) PLAN

2021: HUBBARD PROPERTIES 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: HUBBARD PROPERTIES 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: HUBBARD PROPERTIES 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2017: HUBBARD PROPERTIES 401(K) PLAN 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01First time form 5500 has been submittedYes
2017-07-01Submission has been amendedNo
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)Yes
2017-07-01Plan is a collectively bargained planNo
2017-07-01Plan funding arrangement – InsuranceYes
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement – InsuranceYes
2017-07-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number895023-087
Policy instance 1
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number895023-087
Policy instance 1
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number895023-087
Policy instance 1
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberLA-HUB-001
Policy instance 1

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