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HOOD INDUSTRIES RETIREMENT AND SAVINGS PLAN 401k Plan overview

Plan NameHOOD INDUSTRIES RETIREMENT AND SAVINGS PLAN
Plan identification number 002

HOOD INDUSTRIES RETIREMENT AND SAVINGS 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

HOOD INDUSTRIES, INC. has sponsored the creation of one or more 401k plans.

Company Name:HOOD INDUSTRIES, INC.
Employer identification number (EIN):640673525
NAIC Classification:321210

Additional information about HOOD INDUSTRIES, INC.

Jurisdiction of Incorporation: New York Department of State
Incorporation Date: 1964-12-31
Company Identification Number: 182746
Legal Registered Office Address: 580 TIFFT ST
Erie
BUFFALO
United States of America (USA)
14220

More information about HOOD INDUSTRIES, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HOOD INDUSTRIES RETIREMENT AND SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01TERRY LAWHEAD TERRY LAWHEAD2018-07-31
0022016-01-01TERRY LAWHEAD TERRY LAWHEAD2017-07-28
0022015-01-01TERRY LAWHEAD TERRY LAWHEAD2016-07-27
0022014-01-01TERRY LAWHEAD TERRY LAWHEAD2015-07-22
0022013-01-01TERRY LAWHEAD TERRY LAWHEAD2014-07-29
0022012-01-01TERRY LAWHEAD TERRY LAWHEAD2013-07-29
0022011-01-01TERRY LAWHEAD TERRY LAWHEAD2012-07-30
0022010-01-01TERRY LAWHEAD TERRY LAWHEAD2011-07-28
0022009-01-01TERRY LAWHEAD TERRY LAWHEAD2010-07-27

Plan Statistics for HOOD INDUSTRIES RETIREMENT AND SAVINGS PLAN

401k plan membership statisitcs for HOOD INDUSTRIES RETIREMENT AND SAVINGS PLAN

Measure Date Value
2022: HOOD INDUSTRIES RETIREMENT AND SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011,552
Total number of active participants reported on line 7a of the Form 55002022-01-011,178
Number of retired or separated participants receiving benefits2022-01-011
Number of other retired or separated participants entitled to future benefits2022-01-01214
Total of all active and inactive participants2022-01-011,393
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-017
Total participants2022-01-011,400
Number of participants with account balances2022-01-011,185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: HOOD INDUSTRIES RETIREMENT AND SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,567
Total number of active participants reported on line 7a of the Form 55002021-01-011,317
Number of retired or separated participants receiving benefits2021-01-011
Number of other retired or separated participants entitled to future benefits2021-01-01193
Total of all active and inactive participants2021-01-011,511
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-019
Total participants2021-01-011,520
Number of participants with account balances2021-01-011,372
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: HOOD INDUSTRIES RETIREMENT AND SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,557
Total number of active participants reported on line 7a of the Form 55002020-01-011,222
Number of retired or separated participants receiving benefits2020-01-011
Number of other retired or separated participants entitled to future benefits2020-01-01172
Total of all active and inactive participants2020-01-011,395
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-018
Total participants2020-01-011,403
Number of participants with account balances2020-01-011,291
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: HOOD INDUSTRIES RETIREMENT AND SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,520
Total number of active participants reported on line 7a of the Form 55002019-01-011,248
Number of retired or separated participants receiving benefits2019-01-012
Number of other retired or separated participants entitled to future benefits2019-01-01144
Total of all active and inactive participants2019-01-011,394
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-013
Total participants2019-01-011,397
Number of participants with account balances2019-01-011,276
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: HOOD INDUSTRIES RETIREMENT AND SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,410
Total number of active participants reported on line 7a of the Form 55002018-01-011,161
Number of retired or separated participants receiving benefits2018-01-013
Number of other retired or separated participants entitled to future benefits2018-01-01140
Total of all active and inactive participants2018-01-011,304
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-012
Total participants2018-01-011,306
Number of participants with account balances2018-01-011,187
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: HOOD INDUSTRIES RETIREMENT AND SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,180
Total number of active participants reported on line 7a of the Form 55002017-01-01961
Number of retired or separated participants receiving benefits2017-01-013
Number of other retired or separated participants entitled to future benefits2017-01-01113
Total of all active and inactive participants2017-01-011,077
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-012
Total participants2017-01-011,079
Number of participants with account balances2017-01-01945
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: HOOD INDUSTRIES RETIREMENT AND SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,107
Total number of active participants reported on line 7a of the Form 55002016-01-01933
Number of retired or separated participants receiving benefits2016-01-011
Number of other retired or separated participants entitled to future benefits2016-01-0192
Total of all active and inactive participants2016-01-011,026
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-013
Total participants2016-01-011,029
Number of participants with account balances2016-01-01900
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-011
2015: HOOD INDUSTRIES RETIREMENT AND SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,099
Total number of active participants reported on line 7a of the Form 55002015-01-01909
Number of retired or separated participants receiving benefits2015-01-011
Number of other retired or separated participants entitled to future benefits2015-01-0194
Total of all active and inactive participants2015-01-011,004
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-013
Total participants2015-01-011,007
Number of participants with account balances2015-01-01877
2014: HOOD INDUSTRIES RETIREMENT AND SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,087
Total number of active participants reported on line 7a of the Form 55002014-01-01919
Number of retired or separated participants receiving benefits2014-01-011
Number of other retired or separated participants entitled to future benefits2014-01-0193
Total of all active and inactive participants2014-01-011,013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-013
Total participants2014-01-011,016
Number of participants with account balances2014-01-01870
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-011
2013: HOOD INDUSTRIES RETIREMENT AND SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,062
Total number of active participants reported on line 7a of the Form 55002013-01-01919
Number of retired or separated participants receiving benefits2013-01-011
Number of other retired or separated participants entitled to future benefits2013-01-0176
Total of all active and inactive participants2013-01-01996
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-013
Total participants2013-01-01999
Number of participants with account balances2013-01-01809
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-01146
2012: HOOD INDUSTRIES RETIREMENT AND SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,128
Total number of active participants reported on line 7a of the Form 55002012-01-01930
Number of retired or separated participants receiving benefits2012-01-011
Number of other retired or separated participants entitled to future benefits2012-01-0171
Total of all active and inactive participants2012-01-011,002
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-013
Total participants2012-01-011,005
Number of participants with account balances2012-01-01821
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-01101
2011: HOOD INDUSTRIES RETIREMENT AND SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011,128
Total number of active participants reported on line 7a of the Form 55002011-01-01968
Number of retired or separated participants receiving benefits2011-01-011
Number of other retired or separated participants entitled to future benefits2011-01-0165
Total of all active and inactive participants2011-01-011,034
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-014
Total participants2011-01-011,038
Number of participants with account balances2011-01-01869
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0172
2010: HOOD INDUSTRIES RETIREMENT AND SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-011,165
Total number of active participants reported on line 7a of the Form 55002010-01-01972
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0185
Total of all active and inactive participants2010-01-011,057
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-013
Total participants2010-01-011,060
Number of participants with account balances2010-01-01883
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-01199
2009: HOOD INDUSTRIES RETIREMENT AND SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011,182
Total number of active participants reported on line 7a of the Form 55002009-01-01993
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01278
Total of all active and inactive participants2009-01-011,271
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-013
Total participants2009-01-011,274
Number of participants with account balances2009-01-01936
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-01221

Financial Data on HOOD INDUSTRIES RETIREMENT AND SAVINGS PLAN

Measure Date Value
2022 : HOOD INDUSTRIES RETIREMENT AND SAVINGS PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-2,955,836
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$10,059,727
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$9,824,767
Expenses. Certain deemed distributions of participant loans2022-12-31$25,438
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$7,755,837
Value of total assets at end of year2022-12-31$62,546,874
Value of total assets at beginning of year2022-12-31$75,562,437
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$209,522
Total interest from all sources2022-12-31$128,504
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$57,968
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$57,968
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$10,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$4,694,329
Participant contributions at end of year2022-12-31$2,268,088
Participant contributions at beginning of year2022-12-31$2,656,361
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$257,256
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$58
Other income not declared elsewhere2022-12-31$283
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-13,015,563
Value of net assets at end of year (total assets less liabilities)2022-12-31$62,546,874
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$75,562,437
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$5,689,191
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$943,512
Value of interest in pooled separate accounts at end of year2022-12-31$395,458
Value of interest in pooled separate accounts at beginning of year2022-12-31$6,447,963
Interest on participant loans2022-12-31$128,504
Value of interest in common/collective trusts at end of year2022-12-31$54,192,909
Value of interest in common/collective trusts at beginning of year2022-12-31$65,506,667
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-40,824
Net investment gain/loss from pooled separate accounts2022-12-31$-1,214,324
Net investment gain or loss from common/collective trusts2022-12-31$-9,643,280
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$2,804,252
Employer contributions (assets) at end of year2022-12-31$1,228
Employer contributions (assets) at beginning of year2022-12-31$7,934
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$9,824,709
Contract administrator fees2022-12-31$209,522
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31HORNE
Accountancy firm EIN2022-12-31201941244
2021 : HOOD INDUSTRIES RETIREMENT AND SAVINGS PLAN 2021 401k financial data
Total transfer of assets from this plan2021-12-31$125,048
Total income from all sources (including contributions)2021-12-31$17,339,275
Total of all expenses incurred2021-12-31$8,950,738
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$8,697,661
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$8,865,823
Value of total assets at end of year2021-12-31$75,562,437
Value of total assets at beginning of year2021-12-31$67,298,948
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$253,077
Total interest from all sources2021-12-31$149,033
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$9,169
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$9,169
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$10,000,000
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$4,711,982
Participant contributions at end of year2021-12-31$2,656,361
Participant contributions at beginning of year2021-12-31$2,513,470
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$1,288,848
Other income not declared elsewhere2021-12-31$4,844
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$8,388,537
Value of net assets at end of year (total assets less liabilities)2021-12-31$75,562,437
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$67,298,948
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$943,512
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$1,341,372
Value of interest in pooled separate accounts at end of year2021-12-31$6,447,963
Value of interest in pooled separate accounts at beginning of year2021-12-31$5,382,478
Interest on participant loans2021-12-31$149,033
Value of interest in common/collective trusts at end of year2021-12-31$65,506,667
Value of interest in common/collective trusts at beginning of year2021-12-31$58,053,524
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$218,340
Net investment gain/loss from pooled separate accounts2021-12-31$755,576
Net investment gain or loss from common/collective trusts2021-12-31$7,336,490
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$2,864,993
Employer contributions (assets) at end of year2021-12-31$7,934
Employer contributions (assets) at beginning of year2021-12-31$8,104
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$8,697,661
Contract administrator fees2021-12-31$253,077
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31HORNE
Accountancy firm EIN2021-12-31201941244
2020 : HOOD INDUSTRIES RETIREMENT AND SAVINGS PLAN 2020 401k financial data
Expenses. Interest paid2020-12-31$-105
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022020-12-31$-105
Total income from all sources (including contributions)2020-12-31$13,446,417
Total of all expenses incurred2020-12-31$4,214,954
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$3,976,820
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$6,409,620
Value of total assets at end of year2020-12-31$67,298,948
Value of total assets at beginning of year2020-12-31$58,067,485
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$238,239
Total interest from all sources2020-12-31$149,561
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$10,993
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$10,993
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$10,000,000
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$3,869,208
Participant contributions at end of year2020-12-31$2,513,470
Participant contributions at beginning of year2020-12-31$2,332,868
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$47,320
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$142,516
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$2,145
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$0
Other income not declared elsewhere2020-12-31$2,493
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$9,231,463
Value of net assets at end of year (total assets less liabilities)2020-12-31$67,298,948
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$58,067,485
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$1,341,372
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$970,329
Value of interest in pooled separate accounts at end of year2020-12-31$5,382,478
Value of interest in pooled separate accounts at beginning of year2020-12-31$5,786,146
Interest on participant loans2020-12-31$149,561
Value of interest in common/collective trusts at end of year2020-12-31$58,053,524
Value of interest in common/collective trusts at beginning of year2020-12-31$48,897,409
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$141,290
Net investment gain/loss from pooled separate accounts2020-12-31$298,160
Net investment gain or loss from common/collective trusts2020-12-31$6,434,300
Net gain/loss from 103.12 investment entities2020-12-31$0
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$2,397,896
Employer contributions (assets) at end of year2020-12-31$8,104
Employer contributions (assets) at beginning of year2020-12-31$33,413
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$3,974,675
Contract administrator fees2020-12-31$238,239
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 name2020-12-31HORNE LLP
Accountancy firm EIN2020-12-31201941244
2019 : HOOD INDUSTRIES RETIREMENT AND SAVINGS PLAN 2019 401k financial data
Total transfer of assets to this plan2019-12-31$0
Total transfer of assets to this plan2019-12-31$0
Total transfer of assets from this plan2019-12-31$13,952
Total transfer of assets from this plan2019-12-31$13,952
Total income from all sources (including contributions)2019-12-31$15,703,594
Total income from all sources (including contributions)2019-12-31$15,703,594
Total of all expenses incurred2019-12-31$4,787,220
Total of all expenses incurred2019-12-31$4,787,220
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$4,699,812
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$4,699,812
Expenses. Certain deemed distributions of participant loans2019-12-31$8,761
Expenses. Certain deemed distributions of participant loans2019-12-31$8,761
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$6,777,660
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$6,777,660
Value of total assets at end of year2019-12-31$58,067,485
Value of total assets at end of year2019-12-31$58,067,485
Value of total assets at beginning of year2019-12-31$47,165,063
Value of total assets at beginning of year2019-12-31$47,165,063
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$78,647
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$78,647
Total interest from all sources2019-12-31$142,431
Total interest from all sources2019-12-31$142,431
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$7,327
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$7,327
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$7,327
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$7,327
Administrative expenses professional fees incurred2019-12-31$0
Administrative expenses professional fees incurred2019-12-31$0
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$10,000,000
Value of fidelity bond cover2019-12-31$10,000,000
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$3,984,869
Contributions received from participants2019-12-31$3,984,869
Participant contributions at end of year2019-12-31$2,332,868
Participant contributions at end of year2019-12-31$2,332,868
Participant contributions at beginning of year2019-12-31$2,028,650
Participant contributions at beginning of year2019-12-31$2,028,650
Participant contributions at end of year2019-12-31$47,320
Participant contributions at end of year2019-12-31$47,320
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$292,253
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$292,253
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$2,630
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$2,630
Other income not declared elsewhere2019-12-31$364
Other income not declared elsewhere2019-12-31$364
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$10,916,374
Value of net income/loss2019-12-31$10,916,374
Value of net assets at end of year (total assets less liabilities)2019-12-31$58,067,485
Value of net assets at end of year (total assets less liabilities)2019-12-31$58,067,485
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$47,165,063
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$47,165,063
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
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$970,329
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$970,329
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$640,783
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$640,783
Value of interest in pooled separate accounts at end of year2019-12-31$5,786,146
Value of interest in pooled separate accounts at end of year2019-12-31$5,786,146
Value of interest in pooled separate accounts at beginning of year2019-12-31$5,338,063
Value of interest in pooled separate accounts at beginning of year2019-12-31$5,338,063
Interest on participant loans2019-12-31$142,431
Interest on participant loans2019-12-31$142,431
Value of interest in common/collective trusts at end of year2019-12-31$48,897,409
Value of interest in common/collective trusts at end of year2019-12-31$48,897,409
Value of interest in common/collective trusts at beginning of year2019-12-31$39,152,425
Value of interest in common/collective trusts at beginning of year2019-12-31$39,152,425
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$201,147
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$201,147
Net investment gain/loss from pooled separate accounts2019-12-31$981,897
Net investment gain/loss from pooled separate accounts2019-12-31$981,897
Net investment gain or loss from common/collective trusts2019-12-31$7,592,768
Net investment gain or loss from common/collective trusts2019-12-31$7,592,768
Net gain/loss from 103.12 investment entities2019-12-31$0
Net gain/loss from 103.12 investment entities2019-12-31$0
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$2,500,538
Contributions received in cash from employer2019-12-31$2,500,538
Employer contributions (assets) at end of year2019-12-31$33,413
Employer contributions (assets) at end of year2019-12-31$33,413
Employer contributions (assets) at beginning of year2019-12-31$5,142
Employer contributions (assets) at beginning of year2019-12-31$5,142
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$4,697,182
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$4,697,182
Contract administrator fees2019-12-31$78,647
Contract administrator fees2019-12-31$78,647
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 name2019-12-31HORNE LLP
Accountancy firm name2019-12-31HORNE LLP
Accountancy firm EIN2019-12-31201941244
Accountancy firm EIN2019-12-31201941244
2018 : HOOD INDUSTRIES RETIREMENT AND SAVINGS PLAN 2018 401k financial data
Total transfer of assets to this plan2018-12-31$4,192,232
Total income from all sources (including contributions)2018-12-31$3,466,388
Total of all expenses incurred2018-12-31$4,252,343
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$4,189,035
Expenses. Certain deemed distributions of participant loans2018-12-31$-984
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$6,672,321
Value of total assets at end of year2018-12-31$47,165,063
Value of total assets at beginning of year2018-12-31$43,758,786
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$64,292
Total interest from all sources2018-12-31$111,093
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$5,498
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$5,498
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$10,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$3,515,503
Participant contributions at end of year2018-12-31$2,028,650
Participant contributions at beginning of year2018-12-31$1,618,159
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$922,086
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$520
Other income not declared elsewhere2018-12-31$1,422
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-785,955
Value of net assets at end of year (total assets less liabilities)2018-12-31$47,165,063
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$43,758,786
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$640,783
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$1,377,742
Value of interest in pooled separate accounts at end of year2018-12-31$5,338,063
Value of interest in pooled separate accounts at beginning of year2018-12-31$3,793,506
Interest on participant loans2018-12-31$111,093
Value of interest in common/collective trusts at end of year2018-12-31$39,152,425
Value of interest in common/collective trusts at beginning of year2018-12-31$36,388,888
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$580,491
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$3,129
Net investment gain/loss from pooled separate accounts2018-12-31$-370,829
Net investment gain or loss from common/collective trusts2018-12-31$-2,956,246
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$2,234,732
Employer contributions (assets) at end of year2018-12-31$5,142
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$4,188,515
Contract administrator fees2018-12-31$64,292
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 name2018-12-31HORNE LLP
Accountancy firm EIN2018-12-31201941244
2017 : HOOD INDUSTRIES RETIREMENT AND SAVINGS PLAN 2017 401k financial data
Unrealized appreciation/depreciation of real estate assets2017-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$0
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$0
Total transfer of assets from this plan2017-12-31$194,447
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$10,843,835
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$3,092,513
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$3,026,073
Expenses. Certain deemed distributions of participant loans2017-12-31$-1,335
Value of total corrective distributions2017-12-31$4,330
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$5,538,336
Value of total assets at end of year2017-12-31$43,758,786
Value of total assets at beginning of year2017-12-31$36,201,911
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$63,445
Total income from rents2017-12-31$0
Total interest from all sources2017-12-31$86,678
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$4,460
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$4,460
Administrative expenses professional fees incurred2017-12-31$0
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$10,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$2,781,915
Participant contributions at end of year2017-12-31$1,618,159
Participant contributions at beginning of year2017-12-31$1,608,782
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$1,041,082
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$171
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$0
Other income not declared elsewhere2017-12-31$6,815
Administrative expenses (other) incurred2017-12-31$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$7,751,322
Value of net assets at end of year (total assets less liabilities)2017-12-31$43,758,786
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$36,201,911
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
Investment advisory and management fees2017-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$1,377,742
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$342,987
Value of interest in pooled separate accounts at end of year2017-12-31$3,793,506
Value of interest in pooled separate accounts at beginning of year2017-12-31$3,023,501
Interest on participant loans2017-12-31$84,412
Income. Interest from loans (other than to participants)2017-12-31$0
Interest earned on other investments2017-12-31$2,266
Income. Interest from US Government securities2017-12-31$0
Income. Interest from corporate debt instruments2017-12-31$0
Value of interest in common/collective trusts at end of year2017-12-31$36,388,888
Value of interest in common/collective trusts at beginning of year2017-12-31$29,377,780
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$580,491
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$1,848,197
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$158,422
Net investment gain/loss from pooled separate accounts2017-12-31$472,192
Net investment gain or loss from common/collective trusts2017-12-31$4,576,932
Net gain/loss from 103.12 investment entities2017-12-31$0
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$1,715,339
Employer contributions (assets) at end of year2017-12-31$0
Employer contributions (assets) at beginning of year2017-12-31$664
Income. Dividends from preferred stock2017-12-31$0
Income. Dividends from common stock2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$3,025,902
Contract administrator fees2017-12-31$63,445
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$0
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
Aggregate proceeds on sale of assets2017-12-31$0
Aggregate carrying amount (costs) on sale of assets2017-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31HORNE LLP
Accountancy firm EIN2017-12-31201941244
2016 : HOOD INDUSTRIES RETIREMENT AND SAVINGS PLAN 2016 401k financial data
Unrealized appreciation/depreciation of real estate assets2016-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$0
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$6,178,772
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$5,292,895
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$5,220,499
Expenses. Certain deemed distributions of participant loans2016-12-31$2,851
Value of total corrective distributions2016-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$4,055,695
Value of total assets at end of year2016-12-31$36,201,911
Value of total assets at beginning of year2016-12-31$35,316,034
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$69,545
Total income from rents2016-12-31$0
Total interest from all sources2016-12-31$96,551
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$7,228
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$7,228
Administrative expenses professional fees incurred2016-12-31$0
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$10,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$2,397,346
Participant contributions at end of year2016-12-31$1,608,782
Participant contributions at beginning of year2016-12-31$1,584,271
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$167,511
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-12-31$218
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$0
Other income not declared elsewhere2016-12-31$17,714
Liabilities. Value of operating payables at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Income. Non cash contributions2016-12-31$0
Value of net income/loss2016-12-31$885,877
Value of net assets at end of year (total assets less liabilities)2016-12-31$36,201,911
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$35,316,034
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$342,987
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$1,992,391
Value of interest in pooled separate accounts at end of year2016-12-31$3,023,501
Value of interest in pooled separate accounts at beginning of year2016-12-31$21,594,789
Interest on participant loans2016-12-31$85,587
Income. Interest from loans (other than to participants)2016-12-31$0
Interest earned on other investments2016-12-31$10,964
Income. Interest from US Government securities2016-12-31$0
Income. Interest from corporate debt instruments2016-12-31$0
Value of interest in common/collective trusts at end of year2016-12-31$29,377,780
Value of interest in common/collective trusts at beginning of year2016-12-31$6,924,852
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$1,848,197
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$3,219,731
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$126,278
Net investment gain/loss from pooled separate accounts2016-12-31$1,640,728
Net investment gain or loss from common/collective trusts2016-12-31$234,578
Net gain/loss from 103.12 investment entities2016-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$1,490,838
Employer contributions (assets) at end of year2016-12-31$664
Employer contributions (assets) at beginning of year2016-12-31$0
Income. Dividends from preferred stock2016-12-31$0
Income. Dividends from common stock2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$5,220,281
Contract administrator fees2016-12-31$69,545
Liabilities. Value of benefit claims payable at end of year2016-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$0
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$0
Aggregate carrying amount (costs) on sale of assets2016-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2016-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31HORNE LLP
Accountancy firm EIN2016-12-31201941244
2015 : HOOD INDUSTRIES RETIREMENT AND SAVINGS PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$3,896,476
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$4,796,393
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$4,723,603
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$3,679,875
Value of total assets at end of year2015-12-31$35,316,034
Value of total assets at beginning of year2015-12-31$36,215,951
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$72,790
Total interest from all sources2015-12-31$109,917
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$22,418
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$22,418
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$10,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$2,181,129
Participant contributions at end of year2015-12-31$1,584,271
Participant contributions at beginning of year2015-12-31$1,541,748
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$148,101
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$0
Other income not declared elsewhere2015-12-31$24,448
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-899,917
Value of net assets at end of year (total assets less liabilities)2015-12-31$35,316,034
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$36,215,951
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$1,992,391
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$2,733,749
Value of interest in pooled separate accounts at end of year2015-12-31$21,594,789
Value of interest in pooled separate accounts at beginning of year2015-12-31$21,244,808
Interest on participant loans2015-12-31$83,681
Interest earned on other investments2015-12-31$26,236
Value of interest in common/collective trusts at end of year2015-12-31$6,924,852
Value of interest in common/collective trusts at beginning of year2015-12-31$6,013,863
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$3,219,731
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$4,681,783
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-85,661
Net investment gain/loss from pooled separate accounts2015-12-31$106,157
Net investment gain or loss from common/collective trusts2015-12-31$39,322
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$1,350,645
Employer contributions (assets) at end of year2015-12-31$0
Employer contributions (assets) at beginning of year2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$4,723,603
Contract administrator fees2015-12-31$72,790
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31HORNE LLP
Accountancy firm EIN2015-12-31201941244
2014 : HOOD INDUSTRIES RETIREMENT AND SAVINGS PLAN 2014 401k financial data
Unrealized appreciation/depreciation of real estate assets2014-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$0
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets to this plan2014-12-31$0
Total transfer of assets from this plan2014-12-31$0
Expenses. Interest paid2014-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022014-12-31$0
Total income from all sources (including contributions)2014-12-31$5,360,039
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$4,049,884
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$3,970,451
Expenses. Certain deemed distributions of participant loans2014-12-31$6,260
Value of total corrective distributions2014-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$3,513,198
Value of total assets at end of year2014-12-31$36,215,951
Value of total assets at beginning of year2014-12-31$34,905,796
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$73,173
Total income from rents2014-12-31$0
Total interest from all sources2014-12-31$122,430
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$24,156
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$24,156
Administrative expenses professional fees incurred2014-12-31$0
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$5,000,000
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$2,081,767
Participant contributions at end of year2014-12-31$1,541,748
Participant contributions at beginning of year2014-12-31$1,520,170
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$157,855
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-12-31$752
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$0
Other income not declared elsewhere2014-12-31$45,993
Administrative expenses (other) incurred2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Income. Non cash contributions2014-12-31$0
Value of net income/loss2014-12-31$1,310,155
Value of net assets at end of year (total assets less liabilities)2014-12-31$36,215,951
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$34,905,796
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
Investment advisory and management fees2014-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$2,733,749
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$2,634,805
Value of interest in pooled separate accounts at end of year2014-12-31$21,244,808
Value of interest in pooled separate accounts at beginning of year2014-12-31$19,391,919
Interest on participant loans2014-12-31$75,096
Income. Interest from loans (other than to participants)2014-12-31$0
Interest earned on other investments2014-12-31$47,334
Income. Interest from US Government securities2014-12-31$0
Income. Interest from corporate debt instruments2014-12-31$0
Value of interest in common/collective trusts at end of year2014-12-31$6,013,863
Value of interest in common/collective trusts at beginning of year2014-12-31$4,524,705
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$4,681,783
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$6,834,197
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$195,780
Net investment gain/loss from pooled separate accounts2014-12-31$1,360,404
Net investment gain or loss from common/collective trusts2014-12-31$98,078
Net gain/loss from 103.12 investment entities2014-12-31$0
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 contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$1,273,576
Employer contributions (assets) at end of year2014-12-31$0
Employer contributions (assets) at beginning of year2014-12-31$0
Income. Dividends from preferred stock2014-12-31$0
Income. Dividends from common stock2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$3,969,699
Contract administrator fees2014-12-31$73,173
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
Aggregate proceeds on sale of assets2014-12-31$0
Aggregate carrying amount (costs) on sale of assets2014-12-31$0
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 name2014-12-31HORNE LLP
Accountancy firm EIN2014-12-31201941244
2013 : HOOD INDUSTRIES RETIREMENT AND SAVINGS PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$6,293,983
Total of all expenses incurred2013-12-31$3,586,167
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$3,530,190
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,614,835
Value of total assets at end of year2013-12-31$34,905,796
Value of total assets at beginning of year2013-12-31$32,197,980
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$55,977
Total interest from all sources2013-12-31$157,406
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$23,212
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$23,212
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$5,000,000
If this is an individual account plan, was there a blackout period2013-12-31Yes
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$1,505,884
Participant contributions at end of year2013-12-31$1,520,170
Participant contributions at beginning of year2013-12-31$1,658,516
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$108,617
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-12-31$143
Other income not declared elsewhere2013-12-31$-70,512
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$2,707,816
Value of net assets at end of year (total assets less liabilities)2013-12-31$34,905,796
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$32,197,980
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$2,634,805
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$2,446,404
Value of interest in pooled separate accounts at end of year2013-12-31$19,391,919
Value of interest in pooled separate accounts at beginning of year2013-12-31$20,607,129
Interest on participant loans2013-12-31$79,493
Income. Interest from loans (other than to participants)2013-12-31$0
Interest earned on other investments2013-12-31$77,913
Income. Interest from US Government securities2013-12-31$0
Income. Interest from corporate debt instruments2013-12-31$0
Value of interest in common/collective trusts at end of year2013-12-31$4,524,705
Value of interest in common/collective trusts at beginning of year2013-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$6,834,197
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$7,485,931
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$593,048
Net investment gain/loss from pooled separate accounts2013-12-31$3,924,982
Net investment gain or loss from common/collective trusts2013-12-31$51,012
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$334
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$3,530,047
Contract administrator fees2013-12-31$55,977
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31Yes
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 name2013-12-31HORNE LLP
Accountancy firm EIN2013-12-31201941244
2012 : HOOD INDUSTRIES RETIREMENT AND SAVINGS PLAN 2012 401k financial data
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$4,176,928
Total of all expenses incurred2012-12-31$2,729,915
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$2,676,331
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,515,495
Value of total assets at end of year2012-12-31$32,197,980
Value of total assets at beginning of year2012-12-31$30,750,967
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$53,584
Total interest from all sources2012-12-31$214,589
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$28,285
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$28,285
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$5,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
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$1,468,403
Participant contributions at end of year2012-12-31$1,658,516
Participant contributions at beginning of year2012-12-31$1,767,863
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$46,577
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-12-31$5
Other income not declared elsewhere2012-12-31$-22,812
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$1,447,013
Value of net assets at end of year (total assets less liabilities)2012-12-31$32,197,980
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$30,750,967
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$2,446,404
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$1,813,183
Value of interest in pooled separate accounts at end of year2012-12-31$20,607,129
Value of interest in pooled separate accounts at beginning of year2012-12-31$19,430,959
Interest on participant loans2012-12-31$85,554
Interest earned on other investments2012-12-31$129,035
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$7,485,931
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$7,738,962
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$303,681
Net investment gain/loss from pooled separate accounts2012-12-31$2,137,690
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$515
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$2,676,326
Contract administrator fees2012-12-31$53,584
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 name2012-12-31HORNE LLP
Accountancy firm EIN2012-12-31201941244
2011 : HOOD INDUSTRIES RETIREMENT AND SAVINGS PLAN 2011 401k financial data
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$1,478,654
Total of all expenses incurred2011-12-31$1,532,030
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,475,885
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,401,671
Value of total assets at end of year2011-12-31$30,750,967
Value of total assets at beginning of year2011-12-31$30,804,343
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$56,145
Total interest from all sources2011-12-31$270,328
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$26,738
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$26,738
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$5,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
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$1,356,824
Participant contributions at end of year2011-12-31$1,767,863
Participant contributions at beginning of year2011-12-31$1,673,503
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$41,014
Other income not declared elsewhere2011-12-31$28,660
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-53,376
Value of net assets at end of year (total assets less liabilities)2011-12-31$30,750,967
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$30,804,343
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$1,813,183
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$2,004,282
Value of interest in pooled separate accounts at end of year2011-12-31$19,430,959
Value of interest in pooled separate accounts at beginning of year2011-12-31$19,571,497
Interest on participant loans2011-12-31$86,285
Interest earned on other investments2011-12-31$184,043
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$7,738,962
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$7,555,061
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-101,059
Net investment gain/loss from pooled separate accounts2011-12-31$-147,684
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$3,833
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,475,885
Contract administrator fees2011-12-31$56,145
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 name2011-12-31HORNE LLP
Accountancy firm EIN2011-12-31201941244
2010 : HOOD INDUSTRIES RETIREMENT AND SAVINGS 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$4,482,966
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$2,535,880
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$2,456,401
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,394,918
Value of total assets at end of year2010-12-31$30,804,343
Value of total assets at beginning of year2010-12-31$28,857,257
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$79,479
Total income from rents2010-12-31$0
Total interest from all sources2010-12-31$328,928
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$11,562
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$11,562
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$5,000,000
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$1,301,288
Participant contributions at end of year2010-12-31$1,673,503
Participant contributions at beginning of year2010-12-31$1,738,653
Participant contributions at end of year2010-12-31$0
Participant contributions at beginning of year2010-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$80,258
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2010-12-31$471
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$0
Other income not declared elsewhere2010-12-31$52,363
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$1,947,086
Value of net assets at end of year (total assets less liabilities)2010-12-31$30,804,343
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$28,857,257
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$2,004,282
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$1,008,823
Value of interest in pooled separate accounts at end of year2010-12-31$19,571,497
Value of interest in pooled separate accounts at beginning of year2010-12-31$18,401,850
Interest on participant loans2010-12-31$100,038
Income. Interest from loans (other than to participants)2010-12-31$0
Interest earned on other investments2010-12-31$228,890
Income. Interest from US Government securities2010-12-31$0
Income. Interest from corporate debt instruments2010-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$7,555,061
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$7,707,931
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$348,664
Net investment gain/loss from pooled separate accounts2010-12-31$2,346,531
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$13,372
Employer contributions (assets) at end of year2010-12-31$0
Employer contributions (assets) at beginning of year2010-12-31$0
Income. Dividends from preferred stock2010-12-31$0
Income. Dividends from common stock2010-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$2,455,930
Contract administrator fees2010-12-31$79,479
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
Aggregate proceeds on sale of assets2010-12-31$0
Aggregate carrying amount (costs) on sale of assets2010-12-31$0
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 name2010-12-31HORNE LLP
Accountancy firm EIN2010-12-31201941244

Form 5500 Responses for HOOD INDUSTRIES RETIREMENT AND SAVINGS PLAN

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

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number410499
Policy instance 1
Insurance contract or identification number410499
Number of Individuals Covered1400
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $3,886
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 BrokerUSD $3,886
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number410499
Policy instance 1
Insurance contract or identification number410499
Number of Individuals Covered1520
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $5,595
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,595
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number410499
Policy instance 1
Insurance contract or identification number410499
Number of Individuals Covered1403
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $5,759
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,759
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number410499
Policy instance 1
Insurance contract or identification number410499
Number of Individuals Covered1397
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $5,495
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,495
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number410499
Policy instance 1
Insurance contract or identification number410499
Number of Individuals Covered1079
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $3,451
Total amount of fees paid to insurance companyUSD $18,929
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees18929
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE AND PRORATED INCENTIVE, NOT DEDUCTED FROM PLAN
Insurance broker organization code?3
Insurance broker namePRINCIPAL SECURITIES INC
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number410499
Policy instance 1
Insurance contract or identification number410499
Number of Individuals Covered1007
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $22,116
Total amount of fees paid to insurance companyUSD $16,748
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $22,116
Amount paid for insurance broker fees16748
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE AND PRORATED INCENTIVE,NOT DEDUCTED FROM PLAN
Insurance broker organization code?3
Insurance broker nameMICHELLE A. FULLER
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number410499
Policy instance 1
Insurance contract or identification number410499
Number of Individuals Covered1016
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $24,144
Total amount of fees paid to insurance companyUSD $16,107
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $24,144
Amount paid for insurance broker fees16107
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE AND PRORATED INCENTIVE, NOT DEDUCTED FROM PLAN
Insurance broker organization code?3
Insurance broker nameMICHELLE A. FULLER
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number410499
Policy instance 1
Insurance contract or identification number410499
Number of Individuals Covered999
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $28,837
Total amount of fees paid to insurance companyUSD $18,139
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $28,837
Amount paid for insurance broker fees18139
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE AND PRORATED INCENTIVE, NOT DEDUCTED FROM PLAN
Insurance broker organization code?3
Insurance broker nameMICHELLE A. FULLER
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number410499
Policy instance 1
Insurance contract or identification number410499
Number of Individuals Covered1005
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $26,444
Total amount of fees paid to insurance companyUSD $17,142
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $26,444
Insurance broker organization code?3
Amount paid for insurance broker fees17142
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE AND PRORATED INCENTIVE,NOT DEDUCTED FROM PLAN
Insurance broker nameBANCORPSOUTH INSURANCE SERVICES
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number410499
Policy instance 1
Insurance contract or identification number410499
Number of Individuals Covered1038
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $21,022
Total amount of fees paid to insurance companyUSD $17,386
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number410499
Policy instance 1
Insurance contract or identification number410499
Number of Individuals Covered1060
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $24,528
Total amount of fees paid to insurance companyUSD $17,522
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $24,528
Amount paid for insurance broker fees17522
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE AND PRORATED INCENTIVE, NOT DEDUCTED FROM PLAN
Insurance broker organization code?3
Insurance broker nameBANCORPSOUTH INSURANCE SERVICES OF

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