401k Plan data: HUBBARD PROPERTIES 401(K) PLAN plan

HUBBARD PROPERTIES 401(K) PLAN 401k Plan overview

Plan Name	HUBBARD PROPERTIES 401(K) PLAN
Plan identification number	003

HUBBARD PROPERTIES 401(K) PLAN Benefits

401k Plan Type

Defined 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

Additional information about HUBBARD PROPERTIES, INC.

Jurisdiction of Incorporation: Alabama Secretary of State

Incorporation Date: 1990-02-13

Company Identification Number: 135-571

Legal Registered Office Address: 915 SOUTH 17TH STREET BIRMINGHAM,

United States of America (USA)
35205

More information about HUBBARD PROPERTIES, INC.

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 Signed Name of Company Sponsor Date Sponsor Signed
003 2022-01-01 DONAL K FORD 2023-10-03
003 2021-01-01
003 2021-01-01
003 2020-01-01
003 2019-01-01
003 2018-01-01
003 2017-07-01 LEE LICHTENSTEIN

Plan Statistics for HUBBARD PROPERTIES 401(K) PLAN

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

Measure Date Value
2021: HUBBARD PROPERTIES 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 106
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 72
Number of retired or separated participants receiving benefits 2021-01-01 1
Number of other retired or separated participants entitled to future benefits 2021-01-01 15
Total of all active and inactive participants 2021-01-01 88
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 88
Number of participants with account balances 2021-01-01 52
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: HUBBARD PROPERTIES 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 106
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 98
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 9
Total of all active and inactive participants 2020-01-01 107
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 107
Number of participants with account balances 2020-01-01 51
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: HUBBARD PROPERTIES 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 106
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 99
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 5
Total of all active and inactive participants 2019-01-01 104
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 104
Number of participants with account balances 2019-01-01 49
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 1
2018: HUBBARD PROPERTIES 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 110
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 97
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 7
Total of all active and inactive participants 2018-01-01 104
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 104
Number of participants with account balances 2018-01-01 55
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: HUBBARD PROPERTIES 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-07-01 104
Total number of active participants reported on line 7a of the Form 5500 2017-07-01 103
Number of retired or separated participants receiving benefits 2017-07-01 0
Number of other retired or separated participants entitled to future benefits 2017-07-01 4
Total of all active and inactive participants 2017-07-01 107
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-07-01 0
Total participants 2017-07-01 107
Number of participants with account balances 2017-07-01 107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-07-01 54

Measure	Date	Value
2021: HUBBARD PROPERTIES 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	106
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	72
Number of retired or separated participants receiving benefits	2021-01-01	1
Number of other retired or separated participants entitled to future benefits	2021-01-01	15
Total of all active and inactive participants	2021-01-01	88
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	88
Number of participants with account balances	2021-01-01	52
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: HUBBARD PROPERTIES 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	106
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	98
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	9
Total of all active and inactive participants	2020-01-01	107
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	107
Number of participants with account balances	2020-01-01	51
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: HUBBARD PROPERTIES 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	106
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	99
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	5
Total of all active and inactive participants	2019-01-01	104
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	104
Number of participants with account balances	2019-01-01	49
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	1
2018: HUBBARD PROPERTIES 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	110
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	97
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	7
Total of all active and inactive participants	2018-01-01	104
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	104
Number of participants with account balances	2018-01-01	55
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: HUBBARD PROPERTIES 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-07-01	104
Total number of active participants reported on line 7a of the Form 5500	2017-07-01	103
Number of retired or separated participants receiving benefits	2017-07-01	0
Number of other retired or separated participants entitled to future benefits	2017-07-01	4
Total of all active and inactive participants	2017-07-01	107
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-07-01	0
Total participants	2017-07-01	107
Number of participants with account balances	2017-07-01	107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-07-01	54

Financial Data on HUBBARD PROPERTIES 401(K) PLAN

Measure	Date	Value
2021 : HUBBARD PROPERTIES 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$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 assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$468,239
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$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 year	2021-12-31	$3,372,172
Value of total assets at beginning of year	2021-12-31	$3,331,205
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$31,550
Total interest from all sources	2021-12-31	$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 year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$461,016
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$140,439
Participant contributions at end of year	2021-12-31	$4,391
Participant contributions at beginning of year	2021-12-31	$14,308
Participant contributions at end of year	2021-12-31	$0
Participant contributions at beginning of year	2021-12-31	$30
Value of other receiveables (less allowance for doubtful accounts) at end of year	2021-12-31	$16
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2021-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2021-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2021-12-31	$7,362
Other income not declared elsewhere	2021-12-31	$65
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$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)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$3,279,777
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$3,316,853
Interest on participant loans	2021-12-31	$443
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$87,988
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$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 assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$67,764
Employer contributions (assets) at end of year	2021-12-31	$0
Employer contributions (assets) at beginning of year	2021-12-31	$11
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$436,689
Contract administrator fees	2021-12-31	$31,550
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Disclaimer
Accountancy firm name	2021-12-31	TEMPLETON & COMPANY
Accountancy firm EIN	2021-12-31	141918990
2020 : HUBBARD PROPERTIES 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$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 assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$139,585
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$101,158
Expenses. Certain deemed distributions of participant loans	2020-12-31	$4,071
Value of total corrective distributions	2020-12-31	$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 year	2020-12-31	$3,331,205
Value of total assets at beginning of year	2020-12-31	$2,871,160
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$26,994
Total interest from all sources	2020-12-31	$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 year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$139,657
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$149,112
Participant contributions at end of year	2020-12-31	$14,308
Participant contributions at beginning of year	2020-12-31	$44,526
Participant contributions at end of year	2020-12-31	$30
Participant contributions at beginning of year	2020-12-31	$4,864
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2020-12-31	$7,362
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2020-12-31	$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 appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$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)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$3,316,853
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$2,816,852
Interest on participant loans	2020-12-31	$1,437
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$3
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$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 assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$68,265
Employer contributions (assets) at end of year	2020-12-31	$11
Employer contributions (assets) at beginning of year	2020-12-31	$2,402
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$101,158
Contract administrator fees	2020-12-31	$26,994
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	TEMPLETON & COMPANY
Accountancy firm EIN	2020-12-31	141918990
2019 : HUBBARD PROPERTIES 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total unrealized appreciation/depreciation of assets	2019-12-31	$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 assets	2019-12-31	$0
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$278,889
Total of all expenses incurred	2019-12-31	$278,889
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$246,965
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$246,965
Value of total corrective distributions	2019-12-31	$5,976
Value of total corrective distributions	2019-12-31	$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 year	2019-12-31	$2,871,160
Value of total assets at end of year	2019-12-31	$2,871,160
Value of total assets at beginning of year	2019-12-31	$2,498,006
Value of total assets at beginning of year	2019-12-31	$2,498,006
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$25,948
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$25,948
Total interest from all sources	2019-12-31	$3,216
Total interest from all sources	2019-12-31	$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 year	2019-12-31	No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
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 bond	2019-12-31	Yes
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$139,770
Contributions received from participants	2019-12-31	$139,770
Participant contributions at end of year	2019-12-31	$44,526
Participant contributions at end of year	2019-12-31	$44,526
Participant contributions at beginning of year	2019-12-31	$103,564
Participant contributions at beginning of year	2019-12-31	$103,564
Participant contributions at end of year	2019-12-31	$4,864
Participant contributions at end of year	2019-12-31	$4,864
Participant contributions at beginning of year	2019-12-31	$0
Participant contributions at beginning of year	2019-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2019-12-31	$5,976
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2019-12-31	$5,976
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-12-31	$8,905
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-12-31	$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 appraiser	2019-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$376,083
Value of net income/loss	2019-12-31	$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)	2019-12-31	No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$2,816,852
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$2,816,852
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$2,391,979
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$2,391,979
Interest on participant loans	2019-12-31	$3,216
Interest on participant loans	2019-12-31	$3,216
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$2,516
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$2,516
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$2,463
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$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 assets	2019-12-31	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$67,648
Contributions received in cash from employer	2019-12-31	$67,648
Employer contributions (assets) at end of year	2019-12-31	$2,402
Employer contributions (assets) at end of year	2019-12-31	$2,402
Employer contributions (assets) at beginning of year	2019-12-31	$0
Employer contributions (assets) at beginning of year	2019-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$246,965
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$246,965
Contract administrator fees	2019-12-31	$25,948
Contract administrator fees	2019-12-31	$25,948
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	TEMPLETON & COMPANY
Accountancy firm name	2019-12-31	TEMPLETON & COMPANY
Accountancy firm EIN	2019-12-31	141918990
Accountancy firm EIN	2019-12-31	141918990
2018 : HUBBARD PROPERTIES 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$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 assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$121,020
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$86,911
Value of total corrective distributions	2018-12-31	$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 year	2018-12-31	$2,498,006
Value of total assets at beginning of year	2018-12-31	$2,507,607
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$25,204
Total interest from all sources	2018-12-31	$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 year	2018-12-31	No
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$250,346
If this is an individual account plan, was there a blackout period	2018-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$149,151
Participant contributions at end of year	2018-12-31	$103,564
Participant contributions at beginning of year	2018-12-31	$159,138
Participant contributions at beginning of year	2018-12-31	$2,641
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2018-12-31	$8,905
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2018-12-31	$4,146
Other income not declared elsewhere	2018-12-31	$246
Administrative expenses (other) incurred	2018-12-31	$581
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-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)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$2,391,979
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$2,342,095
Interest on participant loans	2018-12-31	$6,287
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$2,463
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$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 assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$72,093
Employer contributions (assets) at beginning of year	2018-12-31	$1,319
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$86,911
Contract administrator fees	2018-12-31	$24,623
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	TEMPLETON & COMPANY
Accountancy firm EIN	2018-12-31	141918990
2017 : HUBBARD PROPERTIES 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total transfer of assets to this plan	2017-12-31	$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 assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$75,636
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$60,074
Value of total corrective distributions	2017-12-31	$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 year	2017-12-31	$2,505,194
Value of total assets at beginning of year	2017-12-31	$0
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$11,416
Total interest from all sources	2017-12-31	$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 year	2017-12-31	No
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$250,105
If this is an individual account plan, was there a blackout period	2017-12-31	Yes
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$77,861
Participant contributions at end of year	2017-12-31	$159,138
Participant contributions at end of year	2017-12-31	$2,641
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2017-12-31	$4,146
Total non interest bearing cash at beginning of year	2017-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$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)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$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 assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$38,258
Employer contributions (assets) at end of year	2017-12-31	$1,320
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$60,074
Contract administrator fees	2017-12-31	$11,416
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2017-12-31	Yes
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No

Form 5500 Responses for HUBBARD PROPERTIES 401(K) PLAN

2021: HUBBARD PROPERTIES 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: HUBBARD PROPERTIES 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: HUBBARD PROPERTIES 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: HUBBARD PROPERTIES 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: HUBBARD PROPERTIES 401(K) PLAN 2017 form 5500 responses
2017-07-01	Type of plan entity	Single employer plan
2017-07-01	First time form 5500 has been submitted	Yes
2017-07-01	Submission has been amended	No
2017-07-01	This submission is the final filing	No
2017-07-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2017-07-01	Plan is a collectively bargained plan	No
2017-07-01	Plan funding arrangement – Insurance	Yes
2017-07-01	Plan funding arrangement – Trust	Yes
2017-07-01	Plan benefit arrangement – Insurance	Yes
2017-07-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

895023-087

Policy instance

Insurance contract or identification number	895023-087
Number of Individuals Covered	88
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $128
Are there contracts with allocated funds for individual policies?	0
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
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
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?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life 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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	128
Additional information about fees paid to insurance broker	COMPENSATION
Insurance broker organization code?	4

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

895023-087

Policy instance

Insurance contract or identification number	895023-087
Number of Individuals Covered	106
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
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?	0
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
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
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?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life 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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

895023-087

Policy instance

Insurance contract or identification number	895023-087
Number of Individuals Covered	106
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
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?	0
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
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
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?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life 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

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

LA-HUB-001

Policy instance

Insurance contract or identification number	LA-HUB-001
Number of Individuals Covered	104
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
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?	0
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
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
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?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life 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

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

LA-HUB-001

Policy instance

Insurance contract or identification number	LA-HUB-001
Number of Individuals Covered	54
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?	0
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
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
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
Life 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

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See full terms and conditions

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

Jurisdiction of Incorporation:	Alabama Secretary of State
Incorporation Date:	1990-02-13
Company Identification Number:	135-571
Legal Registered Office Address:	915 SOUTH 17TH STREET BIRMINGHAM, United States of America (USA) 35205

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
003	2022-01-01	DONAL K FORD	2023-10-03
003	2021-01-01
003	2021-01-01
003	2020-01-01
003	2019-01-01
003	2018-01-01
003	2017-07-01	LEE LICHTENSTEIN