Logo

HACS 401(K) PLAN 401k Plan overview

Plan NameHACS 401(K) PLAN
Plan identification number 001

HACS 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.

401k Sponsoring company profile

AVENUE 360 HEALTH AND WELLNESS has sponsored the creation of one or more 401k plans.

Company Name:AVENUE 360 HEALTH AND WELLNESS
Employer identification number (EIN):760549240
NAIC Classification:621112
NAIC Description:Offices of Physicians, Mental Health Specialists

Form 5500 Filing Information

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

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012024-01-01TRACY ANDRUS
0012023-01-01
0012023-01-01TRACY ANDRUS
0012023-01-01TRACY ANDRUS
0012022-01-01
0012022-01-01
0012022-01-01TRACY ANDRUS
0012021-01-01
0012021-01-01ROBERT PALUSSEK
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01REX WEIR
0012016-01-01JANA VANNOY
0012015-01-01JANA VANNOY
0012013-01-01ANDREA RICHARDS2014-08-12
0012012-01-01ANDREA RICHARDS2014-07-21
0012011-01-01EDGAR VALLARTA2012-06-06
0012010-01-01EDGAR VALLARTA2011-06-10
0012009-01-01EDGAR VALLARTA
0012009-01-01EDGAR VALLARTA EDGAR VALLARTA2010-06-23
0012009-01-01EDGAR VALLARTA EDGAR VALLARTA2010-06-23

Financial Data on HACS 401(K) PLAN

Measure Date Value
2023 : HACS 401(K) PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$1,164,215
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$576,406
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$565,792
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$604,921
Value of total assets at end of year2023-12-31$4,595,780
Value of total assets at beginning of year2023-12-31$4,007,971
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$10,614
Total interest from all sources2023-12-31$9,482
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
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$440,102
Participant contributions at end of year2023-12-31$28,884
Participant contributions at beginning of year2023-12-31$43,261
Other income not declared elsewhere2023-12-31$54
Administrative expenses (other) incurred2023-12-31$350
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$587,809
Value of net assets at end of year (total assets less liabilities)2023-12-31$4,595,780
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$4,007,971
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
Investment advisory and management fees2023-12-31$8,514
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$4,020,315
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$3,457,412
Interest on participant loans2023-12-31$2,191
Interest earned on other investments2023-12-31$7,291
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-12-31$546,581
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$507,298
Net investment gain/loss from pooled separate accounts2023-12-31$549,758
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$164,819
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$565,792
Contract administrator fees2023-12-31$1,750
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 name2023-12-31FORVISMAZARS, LLP
Accountancy firm EIN2023-12-31440160260
Total unrealized appreciation/depreciation of assets2023-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$0
Total income from all sources (including contributions)2023-01-01$1,164,215
Total loss/gain on sale of assets2023-01-01$0
Total of all expenses incurred2023-01-01$576,406
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-01-01$565,792
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-01-01$604,921
Value of total assets at end of year2023-01-01$4,595,780
Value of total assets at beginning of year2023-01-01$4,007,971
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-01-01$10,614
Total interest from all sources2023-01-01$9,482
Total dividends received (eg from common stock, registered investment company shares)2023-01-01$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-01-01No
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$440,102
Participant contributions at end of year2023-01-01$28,884
Participant contributions at beginning of year2023-01-01$43,261
Other income not declared elsewhere2023-01-01$54
Administrative expenses (other) incurred2023-01-01$350
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$587,809
Value of net assets at end of year (total assets less liabilities)2023-01-01$4,595,780
Value of net assets at beginning of year (total assets less liabilities)2023-01-01$4,007,971
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
Investment advisory and management fees2023-01-01$8,514
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-01-01$4,020,315
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-01-01$3,457,412
Interest on participant loans2023-01-01$2,191
Interest earned on other investments2023-01-01$7,291
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-01-01$546,581
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-01-01$507,298
Net investment gain/loss from pooled separate accounts2023-01-01$549,758
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$164,819
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-01-01$565,792
Contract administrator fees2023-01-01$1,750
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 plan2023-01-013
Accountancy firm name2023-01-01FORVIS, LLP
Accountancy firm EIN2023-01-01440160260
2022 : HACS 401(K) 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$267,943
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$161,163
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$151,479
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$803,555
Value of total assets at end of year2022-12-31$4,007,971
Value of total assets at beginning of year2022-12-31$3,901,191
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$9,684
Total interest from all sources2022-12-31$6,047
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
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$509,984
Participant contributions at end of year2022-12-31$43,261
Participant contributions at beginning of year2022-12-31$13,613
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$65,396
Other income not declared elsewhere2022-12-31$6
Administrative expenses (other) incurred2022-12-31$9,684
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$106,780
Value of net assets at end of year (total assets less liabilities)2022-12-31$4,007,971
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$3,901,191
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$3,457,412
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$3,472,931
Interest on participant loans2022-12-31$1,229
Interest earned on other investments2022-12-31$4,818
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$507,298
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$414,647
Net investment gain/loss from pooled separate accounts2022-12-31$-541,665
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$228,175
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$151,479
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 name2022-12-31FORVIS, LLP
Accountancy firm EIN2022-12-31440160260
Total unrealized appreciation/depreciation of assets2022-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$0
Total income from all sources (including contributions)2022-01-01$267,943
Total loss/gain on sale of assets2022-01-01$0
Total of all expenses incurred2022-01-01$161,163
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-01-01$151,479
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-01-01$803,555
Value of total assets at end of year2022-01-01$4,007,971
Value of total assets at beginning of year2022-01-01$3,901,191
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-01-01$9,684
Total interest from all sources2022-01-01$6,047
Total dividends received (eg from common stock, registered investment company shares)2022-01-01$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-01-01No
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$509,984
Participant contributions at end of year2022-01-01$43,261
Participant contributions at beginning of year2022-01-01$13,613
Income. Received or receivable in cash from other sources (including rollovers)2022-01-01$65,396
Other income not declared elsewhere2022-01-01$6
Administrative expenses (other) incurred2022-01-01$9,684
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$106,780
Value of net assets at end of year (total assets less liabilities)2022-01-01$4,007,971
Value of net assets at beginning of year (total assets less liabilities)2022-01-01$3,901,191
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$3,457,412
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-01-01$3,472,931
Interest on participant loans2022-01-01$1,229
Interest earned on other investments2022-01-01$4,818
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-01-01$507,298
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-01-01$414,647
Net investment gain/loss from pooled separate accounts2022-01-01$-541,665
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$228,175
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-01-01$151,479
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 name2022-01-01FORVIS, LLP
Accountancy firm EIN2022-01-01440160260
2021 : HACS 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$852,773
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$86,352
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$75,062
Value of total corrective distributions2021-12-31$1,951
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$466,980
Value of total assets at end of year2021-12-31$3,901,191
Value of total assets at beginning of year2021-12-31$3,134,770
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$9,339
Total interest from all sources2021-12-31$4,522
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
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
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$295,165
Participant contributions at end of year2021-12-31$13,613
Participant contributions at beginning of year2021-12-31$17,756
Administrative expenses (other) incurred2021-12-31$9,339
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$766,421
Value of net assets at end of year (total assets less liabilities)2021-12-31$3,901,191
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$3,134,770
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$3,472,931
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$2,781,967
Interest on participant loans2021-12-31$851
Interest earned on other investments2021-12-31$3,671
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$414,647
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$335,047
Net investment gain/loss from pooled separate accounts2021-12-31$381,271
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$171,815
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$75,062
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 name2021-12-31FORVIS, LLP
Accountancy firm EIN2021-12-31440160260
2020 : HACS 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$716,633
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$259,807
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$252,811
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$389,510
Value of total assets at end of year2020-12-31$3,134,770
Value of total assets at beginning of year2020-12-31$2,677,944
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$6,996
Total interest from all sources2020-12-31$4,672
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
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
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$241,949
Participant contributions at end of year2020-12-31$17,756
Participant contributions at beginning of year2020-12-31$35,592
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$6,440
Other income not declared elsewhere2020-12-31$18,123
Administrative expenses (other) incurred2020-12-31$6,996
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$456,826
Value of net assets at end of year (total assets less liabilities)2020-12-31$3,134,770
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$2,677,944
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$2,781,967
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$2,397,840
Interest on participant loans2020-12-31$1,602
Interest earned on other investments2020-12-31$3,070
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$335,047
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$244,512
Net investment gain/loss from pooled separate accounts2020-12-31$304,328
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$141,121
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$252,811
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 name2020-12-31BKD CPSS & ADVISORS
Accountancy firm EIN2020-12-31440160260
2019 : HACS 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$723,667
Total income from all sources (including contributions)2019-12-31$723,667
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$202,023
Total of all expenses incurred2019-12-31$202,023
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$194,733
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$194,733
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$327,031
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$327,031
Value of total assets at end of year2019-12-31$2,677,944
Value of total assets at end of year2019-12-31$2,677,944
Value of total assets at beginning of year2019-12-31$2,156,300
Value of total assets at beginning of year2019-12-31$2,156,300
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$7,290
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$7,290
Total interest from all sources2019-12-31$4,381
Total interest from all sources2019-12-31$4,381
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
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
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
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$199,549
Contributions received from participants2019-12-31$199,549
Participant contributions at end of year2019-12-31$35,592
Participant contributions at end of year2019-12-31$35,592
Participant contributions at beginning of year2019-12-31$32,977
Participant contributions at beginning of year2019-12-31$32,977
Other income not declared elsewhere2019-12-31$1
Other income not declared elsewhere2019-12-31$1
Administrative expenses (other) incurred2019-12-31$7,290
Administrative expenses (other) incurred2019-12-31$7,290
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$521,644
Value of net income/loss2019-12-31$521,644
Value of net assets at end of year (total assets less liabilities)2019-12-31$2,677,944
Value of net assets at end of year (total assets less liabilities)2019-12-31$2,677,944
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$2,156,300
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$2,156,300
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$2,397,840
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$2,397,840
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$1,917,942
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$1,917,942
Interest on participant loans2019-12-31$1,758
Interest on participant loans2019-12-31$1,758
Interest earned on other investments2019-12-31$2,623
Interest earned on other investments2019-12-31$2,623
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$244,512
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$244,512
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$205,381
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$205,381
Net investment gain/loss from pooled separate accounts2019-12-31$392,254
Net investment gain/loss from pooled separate accounts2019-12-31$392,254
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$127,482
Contributions received in cash from employer2019-12-31$127,482
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$194,733
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$194,733
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 name2019-12-31BKD CPSS & ADVISORS
Accountancy firm name2019-12-31BKD CPSS & ADVISORS
Accountancy firm EIN2019-12-31440160260
Accountancy firm EIN2019-12-31440160260
2018 : HACS 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$176,121
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$629,661
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$594,660
Value of total corrective distributions2018-12-31$32,942
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$279,267
Value of total assets at end of year2018-12-31$2,156,300
Value of total assets at beginning of year2018-12-31$2,609,840
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$2,059
Total interest from all sources2018-12-31$3,697
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$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$183,055
Participant contributions at end of year2018-12-31$32,977
Participant contributions at beginning of year2018-12-31$53,639
Administrative expenses (other) incurred2018-12-31$2,059
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-453,540
Value of net assets at end of year (total assets less liabilities)2018-12-31$2,156,300
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$2,609,840
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$1,917,942
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$2,482,486
Interest on participant loans2018-12-31$2,098
Interest earned on other investments2018-12-31$1,599
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$205,381
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$73,715
Net investment gain/loss from pooled separate accounts2018-12-31$-106,843
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$96,212
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$594,660
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 name2018-12-31BKD CPSS & ADVISORS
Accountancy firm EIN2018-12-31440160260
2017 : HACS 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
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$574,732
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$92,820
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$49,271
Value of total corrective distributions2017-12-31$42,499
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$265,469
Value of total assets at end of year2017-12-31$2,609,840
Value of total assets at beginning of year2017-12-31$2,127,928
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$1,050
Total interest from all sources2017-12-31$3,230
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$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$175,486
Participant contributions at end of year2017-12-31$53,639
Participant contributions at beginning of year2017-12-31$41,109
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$493
Administrative expenses (other) incurred2017-12-31$1,050
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$481,912
Value of net assets at end of year (total assets less liabilities)2017-12-31$2,609,840
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$2,127,928
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$2,482,486
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$2,018,755
Interest on participant loans2017-12-31$2,420
Interest earned on other investments2017-12-31$810
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$73,715
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$68,064
Net investment gain/loss from pooled separate accounts2017-12-31$306,033
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$89,490
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$49,271
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 name2017-12-31BKD CPSS & ADVISORS
Accountancy firm EIN2017-12-31440160260
2016 : HACS 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$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$411,089
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$209,881
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$128,523
Expenses. Certain deemed distributions of participant loans2016-12-31$27,951
Value of total corrective distributions2016-12-31$51,907
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$285,209
Value of total assets at end of year2016-12-31$2,127,928
Value of total assets at beginning of year2016-12-31$1,926,720
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$1,500
Total interest from all sources2016-12-31$2,843
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$21,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$192,076
Participant contributions at end of year2016-12-31$41,109
Participant contributions at beginning of year2016-12-31$58,127
Other income not declared elsewhere2016-12-31$957
Administrative expenses (other) incurred2016-12-31$1,500
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$201,208
Value of net assets at end of year (total assets less liabilities)2016-12-31$2,127,928
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$1,926,720
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$2,018,755
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$1,804,466
Interest on participant loans2016-12-31$1,916
Interest earned on other investments2016-12-31$927
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$68,064
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$64,127
Net investment gain/loss from pooled separate accounts2016-12-31$122,080
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$93,133
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$128,523
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 name2016-12-31BKD CPSS & ADVISORS
Accountancy firm EIN2016-12-31440160260
2015 : HACS 401(K) PLAN 2015 401k financial data
Transfers to/from the plan2015-12-31$1,496,837
Total income from all sources2015-12-31$229,689
Expenses. Total of all expenses incurred2015-12-31$71,658
Benefits paid (including direct rollovers)2015-12-31$68,845
Total plan assets at end of year2015-12-31$1,926,720
Total plan assets at beginning of year2015-12-31$271,852
Value of fidelity bond covering the plan2015-12-31$21,000
Total contributions received or receivable from participants2015-12-31$121,180
Contributions received from other sources (not participants or employers)2015-12-31$29,475
Other income received2015-12-31$32,664
Net income (gross income less expenses)2015-12-31$158,031
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,926,720
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$271,852
Assets. Value of participant loans2015-12-31$58,127
Total contributions received or receivable from employer(s)2015-12-31$46,370
Value of certain deemed distributions of participant loans2015-12-31$2,288
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$525
2009 : HACS 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for HACS 401(K) PLAN

2023: HACS 401(K) PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedYes
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: HACS 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedYes
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: HACS 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: HACS 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: HACS 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: HACS 401(K) 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: HACS 401(K) 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: HACS 401(K) 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: HACS 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final 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
2009: HACS 401(K) 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 – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberZH9899
Policy instance 1
Insurance contract or identification numberZH9899
Number of Individuals Covered284
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
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
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberZH9899
Policy instance 1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberZH9899
Policy instance 1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberZH9899
Policy instance 1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberZH9899
Policy instance 1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberZH9899
Policy instance 1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberZH9899
Policy instance 1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberZH9899
Policy instance 1

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1