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HARNEY MANAGEMENT PARTNERS 401(K) PLAN 401k Plan overview

Plan NameHARNEY MANAGEMENT PARTNERS 401(K) PLAN
Plan identification number 001

HARNEY MANAGEMENT PARTNERS 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan covering Self-Employed individuals.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

HMP ADVISORY HOLDINGS, LLC has sponsored the creation of one or more 401k plans.

Company Name:HMP ADVISORY HOLDINGS, LLC
Employer identification number (EIN):832683184
NAIC Classification:541600

Additional information about HMP ADVISORY HOLDINGS, LLC

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 2018-12-10
Company Identification Number: 0803184059
Legal Registered Office Address: PO BOX 90099

AUSTIN
United States of America (USA)
78709

More information about HMP ADVISORY HOLDINGS, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HARNEY MANAGEMENT PARTNERS 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01QIAN LIU2024-05-07
0012022-01-01CHRISTINE RIMER2023-05-26
0012021-01-01CHRISTINE RIMER2022-05-27
0012020-01-01CAROL HO2021-09-28
0012019-01-01CAROL HO2020-06-02
0012018-12-02CAROL HO2019-07-17

Financial Data on HARNEY MANAGEMENT PARTNERS 401(K) PLAN

Measure Date Value
2025 : HARNEY MANAGEMENT PARTNERS 401(K) PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-04-120
Total liabilities as of the end of the plan year2025-04-120
Total liabilities as of the beginning of the plan year2025-04-120
Total expenses incurred by plan in this plan year2025-04-12107048
Net assets as of the end of the plan year2025-04-121688389
Total assets as of the beginning of the plan year2025-04-121214654
Value of plan covered by a fidelity bond2025-04-12917471694
Participant contributions to plan in this plan year2025-04-12357208
Other expenses paid from plan in this plan year2025-04-120
Other contributions to plan in this plan year2025-04-120
Other income to plan in this plan year2025-04-12158056
Plan net income in this plan year2025-04-12473735
Net assets as of the end of the plan year2025-04-121688389
Net assets as of the beginning of the plan year2025-04-121214654
Value of contributions failed to transmitted timely2025-04-120
Employer contributions to plan in this plan year2025-04-1265519
Fees paid to broker by Benefit Provider2025-04-120
Expensese paid to adminstrative service provicers from plan in this plan year2025-04-121356
2024 : HARNEY MANAGEMENT PARTNERS 401(K) PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-05-070
Total liabilities as of the end of the plan year2024-05-070
Total liabilities as of the beginning of the plan year2024-05-070
Total expenses incurred by plan in this plan year2024-05-0797286
Net assets as of the end of the plan year2024-05-071214654
Total assets as of the beginning of the plan year2024-05-07868542
Value of plan covered by a fidelity bond2024-05-07705050000
Participant contributions to plan in this plan year2024-05-07203087
Other expenses paid from plan in this plan year2024-05-070
Other contributions to plan in this plan year2024-05-070
Other income to plan in this plan year2024-05-07167351
Plan net income in this plan year2024-05-07346112
Net assets as of the end of the plan year2024-05-071214654
Net assets as of the beginning of the plan year2024-05-07868542
Value of contributions failed to transmitted timely2024-05-070
Employer contributions to plan in this plan year2024-05-0772960
Fees paid to broker by Benefit Provider2024-05-070
Expensese paid to adminstrative service provicers from plan in this plan year2024-05-07948
2022 : HARNEY MANAGEMENT PARTNERS 401(K) PLAN 2022 401k financial data
Total transfers to/from plan in this plan year2022-05-270
Total liabilities as of the end of the plan year2022-05-270
Total liabilities as of the beginning of the plan year2022-05-270
Total expenses incurred by plan in this plan year2022-05-2734663
Net assets as of the end of the plan year2022-05-27960540
Total assets as of the beginning of the plan year2022-05-27461695
Value of plan covered by a fidelity bond2022-05-27336000000
Participant contributions to plan in this plan year2022-05-27183525
Other expenses paid from plan in this plan year2022-05-270
Other contributions to plan in this plan year2022-05-27176382
Other income to plan in this plan year2022-05-27107554
Plan net income in this plan year2022-05-27498845
Net assets as of the end of the plan year2022-05-27960540
Net assets as of the beginning of the plan year2022-05-27461695
Value of contributions failed to transmitted timely2022-05-2726000
Employer contributions to plan in this plan year2022-05-2766047
Fees paid to broker by Benefit Provider2022-05-270
Expensese paid to adminstrative service provicers from plan in this plan year2022-05-27374

Potentially related plans

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