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HOLLENBECK PALMS 401(K) SAVINGS PLAN 401k Plan overview

Plan NameHOLLENBECK PALMS 401(K) SAVINGS PLAN
Plan identification number 007

HOLLENBECK PALMS 401(K) SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.
  • 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) received services of leased employees, as defined in Code section 414(n), during the plan year.

401k Sponsoring company profile

HOLLENBECK PALMS has sponsored the creation of one or more 401k plans.

Company Name:HOLLENBECK PALMS
Employer identification number (EIN):710876594
NAIC Classification:623000
NAIC Description: Nursing and Residential Care Facilities

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HOLLENBECK PALMS 401(K) SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0072023-01-01MORRIS SHOCKLEY2024-10-14
0072022-01-01MORRIS SHOCKLEY2023-09-26 MORRIS SHOCKLEY2023-09-26
0072021-01-01MORRIS SHOCKLEY2022-09-22 MORRIS SHOCKLEY2022-09-22
0072020-01-01MORRIS SHOCKLEY2021-09-28 MORRIS SHOCKLEY2021-09-28
0072019-01-01MORRIS SHOCKLEY2020-09-09 MORRIS SHOCKLEY2020-09-09
0072017-01-01
0072016-01-01
0072015-01-01
0072014-01-01
0072013-01-01ROBERT PRESBERG
0072012-01-01ROBERT PRESBERG
0072011-01-01ROBERT PRESBERG
0072010-01-01ROBERT PRESBERG
0072009-01-01ROBERT PRESBERG

Plan Statistics for HOLLENBECK PALMS 401(K) SAVINGS PLAN

401k plan membership statisitcs for HOLLENBECK PALMS 401(K) SAVINGS PLAN

Measure Date Value
2023: HOLLENBECK PALMS 401(K) SAVINGS PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01183
Total number of active participants reported on line 7a of the Form 55002023-01-01163
Number of retired or separated participants receiving benefits2023-01-012
Number of other retired or separated participants entitled to future benefits2023-01-0119
Total of all active and inactive participants2023-01-01184
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-01184
Number of participants with account balances2023-01-01113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: HOLLENBECK PALMS 401(K) SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01175
Total number of active participants reported on line 7a of the Form 55002022-01-01158
Number of retired or separated participants receiving benefits2022-01-015
Number of other retired or separated participants entitled to future benefits2022-01-0113
Total of all active and inactive participants2022-01-01176
Total participants2022-01-01176
Number of participants with account balances2022-01-01111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: HOLLENBECK PALMS 401(K) SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01167
Total number of active participants reported on line 7a of the Form 55002021-01-01151
Number of retired or separated participants receiving benefits2021-01-011
Number of other retired or separated participants entitled to future benefits2021-01-0115
Total of all active and inactive participants2021-01-01167
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01167
Number of participants with account balances2021-01-01105
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: HOLLENBECK PALMS 401(K) SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01169
Total number of active participants reported on line 7a of the Form 55002020-01-01146
Number of retired or separated participants receiving benefits2020-01-011
Number of other retired or separated participants entitled to future benefits2020-01-0116
Total of all active and inactive participants2020-01-01163
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01163
Number of participants with account balances2020-01-01100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: HOLLENBECK PALMS 401(K) SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01181
Total number of active participants reported on line 7a of the Form 55002019-01-01150
Number of retired or separated participants receiving benefits2019-01-012
Number of other retired or separated participants entitled to future benefits2019-01-0117
Total of all active and inactive participants2019-01-01169
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01169
Number of participants with account balances2019-01-01103
2017: HOLLENBECK PALMS 401(K) SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01169
Total number of active participants reported on line 7a of the Form 55002017-01-01145
Number of retired or separated participants receiving benefits2017-01-012
Number of other retired or separated participants entitled to future benefits2017-01-0114
Total of all active and inactive participants2017-01-01161
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01161
Number of participants with account balances2017-01-01108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: HOLLENBECK PALMS 401(K) SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01156
Total number of active participants reported on line 7a of the Form 55002016-01-01148
Number of retired or separated participants receiving benefits2016-01-013
Number of other retired or separated participants entitled to future benefits2016-01-0114
Total of all active and inactive participants2016-01-01165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01165
Number of participants with account balances2016-01-01108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: HOLLENBECK PALMS 401(K) SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01161
Total number of active participants reported on line 7a of the Form 55002015-01-01141
Number of retired or separated participants receiving benefits2015-01-013
Number of other retired or separated participants entitled to future benefits2015-01-0112
Total of all active and inactive participants2015-01-01156
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01156
Number of participants with account balances2015-01-01117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: HOLLENBECK PALMS 401(K) SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01157
Total number of active participants reported on line 7a of the Form 55002014-01-01148
Number of retired or separated participants receiving benefits2014-01-012
Number of other retired or separated participants entitled to future benefits2014-01-018
Total of all active and inactive participants2014-01-01158
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01158
Number of participants with account balances2014-01-01113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: HOLLENBECK PALMS 401(K) SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01152
Total number of active participants reported on line 7a of the Form 55002013-01-01138
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-018
Total of all active and inactive participants2013-01-01146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01146
Number of participants with account balances2013-01-01102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: HOLLENBECK PALMS 401(K) SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01144
Total number of active participants reported on line 7a of the Form 55002012-01-01144
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-018
Total of all active and inactive participants2012-01-01152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01152
Number of participants with account balances2012-01-01102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: HOLLENBECK PALMS 401(K) SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01135
Total number of active participants reported on line 7a of the Form 55002011-01-01135
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-01135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01135
Number of participants with account balances2011-01-0187
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: HOLLENBECK PALMS 401(K) SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01132
Total number of active participants reported on line 7a of the Form 55002010-01-01132
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-01132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01132
Number of participants with account balances2010-01-0182
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: HOLLENBECK PALMS 401(K) SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01124
Total number of active participants reported on line 7a of the Form 55002009-01-01124
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-01124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01124
Number of participants with account balances2009-01-0185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on HOLLENBECK PALMS 401(K) SAVINGS PLAN

Measure Date Value
2023 : HOLLENBECK PALMS 401(K) SAVINGS PLAN 2023 401k financial data
Total income from all sources (including contributions)2023-12-31$1,168,239
Total of all expenses incurred2023-12-31$484,766
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$479,098
Expenses. Certain deemed distributions of participant loans2023-12-31$4,252
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$580,398
Value of total assets at end of year2023-12-31$5,368,195
Value of total assets at beginning of year2023-12-31$4,684,722
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$1,416
Total interest from all sources2023-12-31$16,943
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$113,032
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$113,032
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$500,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$454,148
Participant contributions at end of year2023-12-31$277,837
Participant contributions at beginning of year2023-12-31$289,996
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$80,835
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2023-12-31$248
Administrative expenses (other) incurred2023-12-31$1,416
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$683,473
Value of net assets at end of year (total assets less liabilities)2023-12-31$5,368,195
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$4,684,722
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$4,549,094
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$3,843,808
Interest on participant loans2023-12-31$16,943
Value of interest in common/collective trusts at end of year2023-12-31$541,264
Value of interest in common/collective trusts at beginning of year2023-12-31$550,918
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$457,866
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$45,415
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$478,850
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2023-12-31410746749
Total income from all sources (including contributions)2023-01-01$1,168,239
Total of all expenses incurred2023-01-01$484,766
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-01-01$479,098
Expenses. Certain deemed distributions of participant loans2023-01-01$4,252
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-01-01$580,398
Value of total assets at end of year2023-01-01$5,368,195
Value of total assets at beginning of year2023-01-01$4,684,722
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-01-01$1,416
Total interest from all sources2023-01-01$16,943
Total dividends received (eg from common stock, registered investment company shares)2023-01-01$113,032
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2023-01-01$113,032
Was this plan covered by a fidelity bond2023-01-01Yes
Value of fidelity bond cover2023-01-01$500,000
If this is an individual account plan, was there a blackout period2023-01-01No
Were there any nonexempt tranactions with any party-in-interest2023-01-01No
Contributions received from participants2023-01-01$454,148
Participant contributions at end of year2023-01-01$277,837
Participant contributions at beginning of year2023-01-01$289,996
Income. Received or receivable in cash from other sources (including rollovers)2023-01-01$80,835
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2023-01-01$248
Administrative expenses (other) incurred2023-01-01$1,416
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Value of net income/loss2023-01-01$683,473
Value of net assets at end of year (total assets less liabilities)2023-01-01$5,368,195
Value of net assets at beginning of year (total assets less liabilities)2023-01-01$4,684,722
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2023-01-01No
Were any leases to which the plan was party in default or uncollectible2023-01-01No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-01-01$4,549,094
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-01-01$3,843,808
Interest on participant loans2023-01-01$16,943
Value of interest in common/collective trusts at end of year2023-01-01$541,264
Value of interest in common/collective trusts at beginning of year2023-01-01$550,918
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-01-01$457,866
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-01-01No
Was there a failure to transmit to the plan any participant contributions2023-01-01No
Has the plan failed to provide any benefit when due under the plan2023-01-01No
Contributions received in cash from employer2023-01-01$45,415
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-01-01$478,850
Did the plan have assets held for investment2023-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-01-01No
Opinion of an independent qualified public accountant for this plan2023-01-011
Accountancy firm name2023-01-01CLIFTONLARSONALLEN LLP
Accountancy firm EIN2023-01-01410746749
2022 : HOLLENBECK PALMS 401(K) SAVINGS PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-136,650
Total of all expenses incurred2022-12-31$177,759
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$176,121
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$475,134
Value of total assets at end of year2022-12-31$4,684,722
Value of total assets at beginning of year2022-12-31$4,999,131
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$1,638
Total interest from all sources2022-12-31$13,583
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$149,291
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$149,291
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
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$430,720
Participant contributions at end of year2022-12-31$289,996
Participant contributions at beginning of year2022-12-31$307,844
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$10,992
Administrative expenses (other) incurred2022-12-31$1,638
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-314,409
Value of net assets at end of year (total assets less liabilities)2022-12-31$4,684,722
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$4,999,131
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$3,843,808
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$4,198,623
Interest on participant loans2022-12-31$13,583
Value of interest in common/collective trusts at end of year2022-12-31$550,918
Value of interest in common/collective trusts at beginning of year2022-12-31$492,664
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-774,658
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$33,422
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$176,121
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2022-12-31410746749
Total income from all sources (including contributions)2022-01-01$-136,650
Total of all expenses incurred2022-01-01$177,759
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-01-01$176,121
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-01-01$475,134
Value of total assets at end of year2022-01-01$4,684,722
Value of total assets at beginning of year2022-01-01$4,999,131
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-01-01$1,638
Total interest from all sources2022-01-01$13,583
Total dividends received (eg from common stock, registered investment company shares)2022-01-01$149,291
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2022-01-01$149,291
Was this plan covered by a fidelity bond2022-01-01Yes
Value of fidelity bond cover2022-01-01$500,000
If this is an individual account plan, was there a blackout period2022-01-01No
Were there any nonexempt tranactions with any party-in-interest2022-01-01No
Contributions received from participants2022-01-01$430,720
Participant contributions at end of year2022-01-01$289,996
Participant contributions at beginning of year2022-01-01$307,844
Income. Received or receivable in cash from other sources (including rollovers)2022-01-01$10,992
Administrative expenses (other) incurred2022-01-01$1,638
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Value of net income/loss2022-01-01$-314,409
Value of net assets at end of year (total assets less liabilities)2022-01-01$4,684,722
Value of net assets at beginning of year (total assets less liabilities)2022-01-01$4,999,131
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2022-01-01No
Were any leases to which the plan was party in default or uncollectible2022-01-01No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-01-01$3,843,808
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-01-01$4,198,623
Interest on participant loans2022-01-01$13,583
Value of interest in common/collective trusts at end of year2022-01-01$550,918
Value of interest in common/collective trusts at beginning of year2022-01-01$492,664
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-01-01$-774,658
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-01-01No
Was there a failure to transmit to the plan any participant contributions2022-01-01No
Has the plan failed to provide any benefit when due under the plan2022-01-01No
Contributions received in cash from employer2022-01-01$33,422
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-01-01$176,121
Did the plan have assets held for investment2022-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-01-01No
Opinion of an independent qualified public accountant for this plan2022-01-011
Accountancy firm name2022-01-01CLIFTONLARSONALLEN LLP
Accountancy firm EIN2022-01-01410746749
2021 : HOLLENBECK PALMS 401(K) SAVINGS PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$939,031
Total of all expenses incurred2021-12-31$383,091
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$380,934
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$434,235
Value of total assets at end of year2021-12-31$4,999,131
Value of total assets at beginning of year2021-12-31$4,443,191
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$2,157
Total interest from all sources2021-12-31$14,188
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$214,800
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$214,800
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$346,819
Participant contributions at end of year2021-12-31$307,844
Participant contributions at beginning of year2021-12-31$293,383
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$52,734
Other income not declared elsewhere2021-12-31$5,085
Administrative expenses (other) incurred2021-12-31$2,157
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$555,940
Value of net assets at end of year (total assets less liabilities)2021-12-31$4,999,131
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$4,443,191
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$4,198,623
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$3,790,445
Interest on participant loans2021-12-31$14,188
Value of interest in common/collective trusts at end of year2021-12-31$492,664
Value of interest in common/collective trusts at beginning of year2021-12-31$359,363
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$270,723
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$34,682
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$380,934
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 name2021-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2021-12-31410746749
2020 : HOLLENBECK PALMS 401(K) SAVINGS PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$811,136
Total of all expenses incurred2020-12-31$765,350
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$752,677
Expenses. Certain deemed distributions of participant loans2020-12-31$9,336
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$329,873
Value of total assets at end of year2020-12-31$4,443,191
Value of total assets at beginning of year2020-12-31$4,397,405
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$3,337
Total interest from all sources2020-12-31$16,461
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$121,920
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$121,920
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$299,884
Participant contributions at end of year2020-12-31$293,383
Participant contributions at beginning of year2020-12-31$343,078
Administrative expenses (other) incurred2020-12-31$3,337
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$45,786
Value of net assets at end of year (total assets less liabilities)2020-12-31$4,443,191
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$4,397,405
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$3,790,445
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$3,578,577
Interest on participant loans2020-12-31$16,461
Value of interest in common/collective trusts at end of year2020-12-31$359,363
Value of interest in common/collective trusts at beginning of year2020-12-31$475,750
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$342,882
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$29,989
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$752,677
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 name2020-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2020-12-31410746749
2019 : HOLLENBECK PALMS 401(K) SAVINGS PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$979,487
Total of all expenses incurred2019-12-31$700,013
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$697,484
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$349,974
Value of total assets at end of year2019-12-31$4,397,405
Value of total assets at beginning of year2019-12-31$4,117,931
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$2,529
Total interest from all sources2019-12-31$17,585
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$127,346
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$127,346
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$284,687
Participant contributions at end of year2019-12-31$343,078
Participant contributions at beginning of year2019-12-31$334,243
Participant contributions at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$37,425
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Administrative expenses (other) incurred2019-12-31$2,529
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$279,474
Value of net assets at end of year (total assets less liabilities)2019-12-31$4,397,405
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$4,117,931
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 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$3,578,577
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$3,219,005
Interest on participant loans2019-12-31$17,585
Value of interest in common/collective trusts at end of year2019-12-31$475,750
Value of interest in common/collective trusts at beginning of year2019-12-31$564,683
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$484,582
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$27,862
Employer contributions (assets) at beginning of year2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$697,484
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
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
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2019-12-31410746749
2018 : HOLLENBECK PALMS 401(K) SAVINGS PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$194,957
Total of all expenses incurred2018-12-31$311,667
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$305,198
Expenses. Certain deemed distributions of participant loans2018-12-31$3,602
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$325,074
Value of total assets at end of year2018-12-31$4,117,931
Value of total assets at beginning of year2018-12-31$4,234,641
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$2,867
Total interest from all sources2018-12-31$13,916
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$138,930
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$138,930
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$288,671
Participant contributions at end of year2018-12-31$334,243
Participant contributions at beginning of year2018-12-31$363,081
Participant contributions at end of year2018-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$7,536
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$0
Administrative expenses (other) incurred2018-12-31$2,867
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-116,710
Value of net assets at end of year (total assets less liabilities)2018-12-31$4,117,931
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$4,234,641
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$3,219,005
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$3,320,246
Interest on participant loans2018-12-31$13,916
Value of interest in common/collective trusts at end of year2018-12-31$564,683
Value of interest in common/collective trusts at beginning of year2018-12-31$551,314
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-282,963
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$28,867
Employer contributions (assets) at end of year2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$305,198
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 name2018-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2018-12-31410746749
2017 : HOLLENBECK PALMS 401(K) SAVINGS PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$743,157
Total of all expenses incurred2017-12-31$75,020
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$59,281
Expenses. Certain deemed distributions of participant loans2017-12-31$2,418
Value of total corrective distributions2017-12-31$9,199
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$279,305
Value of total assets at end of year2017-12-31$4,234,641
Value of total assets at beginning of year2017-12-31$3,566,504
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$4,122
Total interest from all sources2017-12-31$14,754
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$91,885
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$91,885
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$251,775
Participant contributions at end of year2017-12-31$363,081
Participant contributions at beginning of year2017-12-31$348,108
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$2,352
Administrative expenses (other) incurred2017-12-31$4,122
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$668,137
Value of net assets at end of year (total assets less liabilities)2017-12-31$4,234,641
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$3,566,504
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$3,320,246
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$2,664,852
Interest on participant loans2017-12-31$14,754
Value of interest in common/collective trusts at end of year2017-12-31$551,314
Value of interest in common/collective trusts at beginning of year2017-12-31$553,544
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$352,799
Net investment gain or loss from common/collective trusts2017-12-31$4,414
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$25,178
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$59,281
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
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 name2017-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2017-12-31410746749
2016 : HOLLENBECK PALMS 401(K) SAVINGS PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$503,539
Total of all expenses incurred2016-12-31$240,490
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$229,870
Value of total corrective distributions2016-12-31$5,221
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$276,701
Value of total assets at end of year2016-12-31$3,566,504
Value of total assets at beginning of year2016-12-31$3,303,455
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$5,399
Total interest from all sources2016-12-31$18,091
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$70,020
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$70,020
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$249,490
Participant contributions at end of year2016-12-31$348,108
Participant contributions at beginning of year2016-12-31$387,410
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$2,262
Administrative expenses (other) incurred2016-12-31$3,777
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
Value of net income/loss2016-12-31$263,049
Value of net assets at end of year (total assets less liabilities)2016-12-31$3,566,504
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$3,303,455
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$2,664,852
Value of interest in pooled separate accounts at beginning of year2016-12-31$2,824,110
Interest on participant loans2016-12-31$17,642
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$449
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$553,544
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$91,935
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$-49,239
Net investment gain/loss from pooled separate accounts2016-12-31$187,966
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$24,949
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$229,870
Contract administrator fees2016-12-31$1,622
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31Yes
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
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 name2016-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2016-12-31410746749
2015 : HOLLENBECK PALMS 401(K) SAVINGS PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$354,256
Total of all expenses incurred2015-12-31$596,750
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$591,654
Value of total corrective distributions2015-12-31$118
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$377,701
Value of total assets at end of year2015-12-31$3,303,455
Value of total assets at beginning of year2015-12-31$3,545,949
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$4,978
Total interest from all sources2015-12-31$13,368
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$2,775
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
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$260,595
Participant contributions at end of year2015-12-31$387,410
Participant contributions at beginning of year2015-12-31$324,864
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$91,047
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-242,494
Value of net assets at end of year (total assets less liabilities)2015-12-31$3,303,455
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$3,545,949
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 pooled separate accounts at end of year2015-12-31$2,824,110
Value of interest in pooled separate accounts at beginning of year2015-12-31$3,109,191
Interest on participant loans2015-12-31$12,957
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$411
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$91,935
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$111,894
Net investment gain/loss from pooled separate accounts2015-12-31$-36,813
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$26,059
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$591,654
Contract administrator fees2015-12-31$2,203
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
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 name2015-12-31VICENTI, LLOYD & STUTZMAN, LLP
Accountancy firm EIN2015-12-31952442818
2014 : HOLLENBECK PALMS 401(K) SAVINGS PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$486,416
Total of all expenses incurred2014-12-31$358,163
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$350,779
Value of total corrective distributions2014-12-31$1,868
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$330,301
Value of total assets at end of year2014-12-31$3,545,949
Value of total assets at beginning of year2014-12-31$3,417,696
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$5,516
Total interest from all sources2014-12-31$13,100
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$3,450
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$350,000
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$235,368
Participant contributions at end of year2014-12-31$324,864
Participant contributions at beginning of year2014-12-31$286,565
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$71,396
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$128,253
Value of net assets at end of year (total assets less liabilities)2014-12-31$3,545,949
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$3,417,696
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in pooled separate accounts at end of year2014-12-31$3,109,191
Value of interest in pooled separate accounts at beginning of year2014-12-31$3,034,489
Interest on participant loans2014-12-31$12,697
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$403
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$111,894
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$96,642
Net investment gain/loss from pooled separate accounts2014-12-31$143,015
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$23,537
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$350,779
Contract administrator fees2014-12-31$2,066
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31VICENTI, LLOYD & STURZMAN, LLP
Accountancy firm EIN2014-12-31952442818
2013 : HOLLENBECK PALMS 401(K) SAVINGS PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$534,746
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$62,087
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$54,929
Value of total corrective distributions2013-12-31$2,204
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$242,078
Value of total assets at end of year2013-12-31$3,417,696
Value of total assets at beginning of year2013-12-31$2,945,037
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$4,954
Total interest from all sources2013-12-31$10,773
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$3,150
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$350,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$220,071
Participant contributions at end of year2013-12-31$286,565
Participant contributions at beginning of year2013-12-31$227,349
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$472,659
Value of net assets at end of year (total assets less liabilities)2013-12-31$3,417,696
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$2,945,037
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 pooled separate accounts at end of year2013-12-31$3,034,489
Value of interest in pooled separate accounts at beginning of year2013-12-31$2,623,403
Interest on participant loans2013-12-31$10,248
Interest earned on other investments2013-12-31$525
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$96,642
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$94,285
Net investment gain/loss from pooled separate accounts2013-12-31$281,895
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$22,007
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$54,929
Contract administrator fees2013-12-31$1,804
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 name2013-12-31VICENTI, LLOYD & STURZMAN, LLP
Accountancy firm EIN2013-12-31952442818
2012 : HOLLENBECK PALMS 401(K) SAVINGS PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$524,881
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$50,599
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$45,263
Value of total corrective distributions2012-12-31$1,662
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$235,084
Value of total assets at end of year2012-12-31$2,945,037
Value of total assets at beginning of year2012-12-31$2,470,755
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$3,674
Total interest from all sources2012-12-31$11,336
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$2,100
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$350,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$210,877
Participant contributions at end of year2012-12-31$227,349
Participant contributions at beginning of year2012-12-31$256,801
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$3,119
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$474,282
Value of net assets at end of year (total assets less liabilities)2012-12-31$2,945,037
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$2,470,755
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 pooled separate accounts at end of year2012-12-31$2,623,403
Value of interest in pooled separate accounts at beginning of year2012-12-31$2,120,937
Interest on participant loans2012-12-31$10,437
Interest earned on other investments2012-12-31$899
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$94,285
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$93,017
Net investment gain/loss from pooled separate accounts2012-12-31$278,461
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$21,088
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$45,263
Contract administrator fees2012-12-31$1,574
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 name2012-12-31VICENTI, LLOYD & STURZMAN, LLP
Accountancy firm EIN2012-12-31952242818
2011 : HOLLENBECK PALMS 401(K) SAVINGS PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$216,404
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$53,845
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$47,491
Value of total corrective distributions2011-12-31$2,835
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$207,813
Value of total assets at end of year2011-12-31$2,470,755
Value of total assets at beginning of year2011-12-31$2,308,198
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$3,519
Total interest from all sources2011-12-31$11,381
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$2,100
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$250,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$188,921
Participant contributions at end of year2011-12-31$256,801
Participant contributions at beginning of year2011-12-31$211,859
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$162,559
Value of net assets at end of year (total assets less liabilities)2011-12-31$2,470,755
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$2,308,198
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 pooled separate accounts at end of year2011-12-31$2,120,937
Value of interest in pooled separate accounts at beginning of year2011-12-31$2,000,973
Interest on participant loans2011-12-31$9,846
Interest earned on other investments2011-12-31$1,535
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$93,017
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$95,366
Net investment gain/loss from pooled separate accounts2011-12-31$-2,790
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$18,892
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$47,491
Contract administrator fees2011-12-31$1,419
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 name2011-12-31VICENTI, LLOYD & STUTZMAN, LLP
Accountancy firm EIN2011-12-31952242818
2010 : HOLLENBECK PALMS 401(K) 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$424,227
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$142,481
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$139,329
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$200,556
Value of total assets at end of year2010-12-31$2,308,198
Value of total assets at beginning of year2010-12-31$2,026,452
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$3,152
Total interest from all sources2010-12-31$12,302
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$1,950
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$200,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$182,324
Participant contributions at end of year2010-12-31$211,859
Participant contributions at beginning of year2010-12-31$212,615
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$281,746
Value of net assets at end of year (total assets less liabilities)2010-12-31$2,308,198
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$2,026,452
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 pooled separate accounts at end of year2010-12-31$2,000,973
Value of interest in pooled separate accounts at beginning of year2010-12-31$1,722,906
Income. Interest from loans (other than to participants)2010-12-31$10,259
Interest earned on other investments2010-12-31$2,043
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$95,366
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$90,931
Net investment gain/loss from pooled separate accounts2010-12-31$211,369
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$18,232
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$139,329
Contract administrator fees2010-12-31$1,202
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31VICENTI, LLOYD & STUTZMAN, LLP
Accountancy firm EIN2010-12-31952242818

Form 5500 Responses for HOLLENBECK PALMS 401(K) SAVINGS PLAN

2023: HOLLENBECK PALMS 401(K) SAVINGS PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: HOLLENBECK PALMS 401(K) SAVINGS PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: HOLLENBECK PALMS 401(K) SAVINGS PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: HOLLENBECK PALMS 401(K) SAVINGS PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: HOLLENBECK PALMS 401(K) SAVINGS PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2017: HOLLENBECK PALMS 401(K) SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: HOLLENBECK PALMS 401(K) SAVINGS PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
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: HOLLENBECK PALMS 401(K) SAVINGS PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
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: HOLLENBECK PALMS 401(K) SAVINGS PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
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: HOLLENBECK PALMS 401(K) 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: HOLLENBECK PALMS 401(K) 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: HOLLENBECK PALMS 401(K) 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: HOLLENBECK PALMS 401(K) 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: HOLLENBECK PALMS 401(K) 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

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number22276
Policy instance 1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number22276
Policy instance 1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number22276
Policy instance 1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number22276
Policy instance 1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number22276
Policy instance 1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number22276
Policy instance 1

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