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HAMMERSMITH MANAGEMENT, INC. 401(K) SALARY RED. PLAN & TRUST 401k Plan overview

Plan NameHAMMERSMITH MANAGEMENT, INC. 401(K) SALARY RED. PLAN & TRUST
Plan identification number 001

HAMMERSMITH MANAGEMENT, INC. 401(K) SALARY RED. PLAN & TRUST 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.
  • 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

HAMMERSMITH MANAGEMENT, INC. has sponsored the creation of one or more 401k plans.

Company Name:HAMMERSMITH MANAGEMENT, INC.
Employer identification number (EIN):840840629
NAIC Classification:531310

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HAMMERSMITH MANAGEMENT, INC. 401(K) SALARY RED. PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01JULIA HARPER2023-10-15
0012021-01-01JOHN HAMMERSMITH2022-10-04
0012020-01-01JOHN HAMMERSMITH2021-07-29
0012020-01-01JOHN HAMMERSMITH2021-07-29
0012019-01-01JOHN HAMMERSMITH2020-09-13
0012018-01-01JOHN HAMMERSMITH2019-10-06
0012017-01-01
0012016-01-01
0012016-01-01
0012015-01-01JOHN HAMMERSMITH
0012014-01-01JOHN HAMMERSMITH
0012013-01-01JOHN HAMMERSMITH
0012012-01-01JOHN HAMMERSMITH JOHN HAMMERSMITH2013-10-14
0012011-01-01JOHN HAMMERSMITH
0012010-01-01JOHN HAMMERSMITH

Plan Statistics for HAMMERSMITH MANAGEMENT, INC. 401(K) SALARY RED. PLAN & TRUST

401k plan membership statisitcs for HAMMERSMITH MANAGEMENT, INC. 401(K) SALARY RED. PLAN & TRUST

Measure Date Value
2022: HAMMERSMITH MANAGEMENT, INC. 401(K) SALARY RED. PLAN & TRUST 2022 401k membership
Total participants, beginning-of-year2022-01-01250
Total number of active participants reported on line 7a of the Form 55002022-01-010
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-010
Number of participants with account balances2022-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: HAMMERSMITH MANAGEMENT, INC. 401(K) SALARY RED. PLAN & TRUST 2021 401k membership
Total participants, beginning-of-year2021-01-01268
Total number of active participants reported on line 7a of the Form 55002021-01-01141
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0199
Total of all active and inactive participants2021-01-01240
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01240
Number of participants with account balances2021-01-01223
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-013
2020: HAMMERSMITH MANAGEMENT, INC. 401(K) SALARY RED. PLAN & TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-01275
Total number of active participants reported on line 7a of the Form 55002020-01-01186
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0173
Total of all active and inactive participants2020-01-01259
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-01260
Number of participants with account balances2020-01-01231
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-011
2019: HAMMERSMITH MANAGEMENT, INC. 401(K) SALARY RED. PLAN & TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-01265
Total number of active participants reported on line 7a of the Form 55002019-01-01164
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01104
Total of all active and inactive participants2019-01-01268
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01268
Number of participants with account balances2019-01-01242
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0116
2018: HAMMERSMITH MANAGEMENT, INC. 401(K) SALARY RED. PLAN & TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-01265
Total number of active participants reported on line 7a of the Form 55002018-01-01165
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0184
Total of all active and inactive participants2018-01-01249
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01249
Number of participants with account balances2018-01-01224
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0136
2017: HAMMERSMITH MANAGEMENT, INC. 401(K) SALARY RED. PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-01230
Total number of active participants reported on line 7a of the Form 55002017-01-01184
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0173
Total of all active and inactive participants2017-01-01257
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01257
Number of participants with account balances2017-01-01233
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-013
2016: HAMMERSMITH MANAGEMENT, INC. 401(K) SALARY RED. PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-01127
Total number of active participants reported on line 7a of the Form 55002016-01-01127
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0116
Total of all active and inactive participants2016-01-01143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01143
Number of participants with account balances2016-01-0158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-014
2015: HAMMERSMITH MANAGEMENT, INC. 401(K) SALARY RED. PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-01122
Total number of active participants reported on line 7a of the Form 55002015-01-0199
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0119
Total of all active and inactive participants2015-01-01118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01118
Number of participants with account balances2015-01-0156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-012
2014: HAMMERSMITH MANAGEMENT, INC. 401(K) SALARY RED. PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-01118
Total number of active participants reported on line 7a of the Form 55002014-01-01107
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0113
Total of all active and inactive participants2014-01-01120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01120
Number of participants with account balances2014-01-0152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: HAMMERSMITH MANAGEMENT, INC. 401(K) SALARY RED. PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-01145
Total number of active participants reported on line 7a of the Form 55002013-01-0196
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0114
Total of all active and inactive participants2013-01-01110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01110
Number of participants with account balances2013-01-0149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-011
2012: HAMMERSMITH MANAGEMENT, INC. 401(K) SALARY RED. PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-01148
Total number of active participants reported on line 7a of the Form 55002012-01-01131
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-019
Total of all active and inactive participants2012-01-01140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01140
Number of participants with account balances2012-01-0161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-011
2011: HAMMERSMITH MANAGEMENT, INC. 401(K) SALARY RED. PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-01154
Total number of active participants reported on line 7a of the Form 55002011-01-01130
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-014
Total of all active and inactive participants2011-01-01134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01134
Number of participants with account balances2011-01-0161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-015
2010: HAMMERSMITH MANAGEMENT, INC. 401(K) SALARY RED. PLAN & TRUST 2010 401k membership
Total participants, beginning-of-year2010-01-01138
Total number of active participants reported on line 7a of the Form 55002010-01-01127
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0118
Total of all active and inactive participants2010-01-01145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01145
Number of participants with account balances2010-01-0174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-019

Financial Data on HAMMERSMITH MANAGEMENT, INC. 401(K) SALARY RED. PLAN & TRUST

Measure Date Value
2022 : HAMMERSMITH MANAGEMENT, INC. 401(K) SALARY RED. PLAN & TRUST 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-01$0
Total transfer of assets from this plan2022-12-01$2,189,645
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-01$0
Total income from all sources (including contributions)2022-12-01$-129,021
Total loss/gain on sale of assets2022-12-01$0
Total of all expenses incurred2022-12-01$366,649
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-01$321,283
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-01$300,754
Value of total assets at end of year2022-12-01$0
Value of total assets at beginning of year2022-12-01$2,685,315
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-01$45,366
Total interest from all sources2022-12-01$1,952
Total dividends received (eg from common stock, registered investment company shares)2022-12-01$9,174
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-01Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2022-12-01$0
Total dividends received from registered investment company shares (eg mutual funds)2022-12-01$9,174
Was this plan covered by a fidelity bond2022-12-01Yes
Value of fidelity bond cover2022-12-01$1,000,000
If this is an individual account plan, was there a blackout period2022-12-01No
Were there any nonexempt tranactions with any party-in-interest2022-12-01No
Contributions received from participants2022-12-01$218,539
Participant contributions at end of year2022-12-01$0
Participant contributions at beginning of year2022-12-01$35,397
Total non interest bearing cash at end of year2022-12-01$0
Total non interest bearing cash at beginning of year2022-12-01$1,885
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-01No
Value of net income/loss2022-12-01$-495,670
Value of net assets at end of year (total assets less liabilities)2022-12-01$0
Value of net assets at beginning of year (total assets less liabilities)2022-12-01$2,685,315
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-01No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-01No
Were any leases to which the plan was party in default or uncollectible2022-12-01No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-01$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-01$2,607,014
Interest on participant loans2022-12-01$972
Interest earned on other investments2022-12-01$980
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-01$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-01$40,113
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-01$-440,901
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-01No
Was there a failure to transmit to the plan any participant contributions2022-12-01No
Has the plan failed to provide any benefit when due under the plan2022-12-01No
Contributions received in cash from employer2022-12-01$82,215
Employer contributions (assets) at end of year2022-12-01$0
Employer contributions (assets) at beginning of year2022-12-01$906
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-01$321,283
Contract administrator fees2022-12-01$45,366
Did the plan have assets held for investment2022-12-01No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-01Yes
Opinion of an independent qualified public accountant for this plan2022-12-01Disclaimer
Accountancy firm name2022-12-01JONES PONTO & CO.
Accountancy firm EIN2022-12-01262893052
2021 : HAMMERSMITH MANAGEMENT, INC. 401(K) SALARY RED. PLAN & TRUST 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$766,932
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$448,165
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$412,619
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$450,105
Value of total assets at end of year2021-12-31$2,685,315
Value of total assets at beginning of year2021-12-31$2,366,548
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$35,546
Total interest from all sources2021-12-31$2,861
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$253,563
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$253,563
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$423,130
Participant contributions at end of year2021-12-31$35,397
Participant contributions at beginning of year2021-12-31$53,976
Participant contributions at beginning of year2021-12-31$152
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$25,162
Total non interest bearing cash at end of year2021-12-31$1,885
Total non interest bearing cash at beginning of year2021-12-31$6
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$318,767
Value of net assets at end of year (total assets less liabilities)2021-12-31$2,685,315
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$2,366,548
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$2,607,014
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$2,276,649
Interest on participant loans2021-12-31$2,037
Interest earned on other investments2021-12-31$824
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$40,113
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$35,765
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$60,403
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 contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$1,813
Employer contributions (assets) at end of year2021-12-31$906
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$412,619
Contract administrator fees2021-12-31$35,546
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 name2021-12-31JONES PONTO & CO.
Accountancy firm EIN2021-12-31262893052
2020 : HAMMERSMITH MANAGEMENT, INC. 401(K) SALARY RED. PLAN & TRUST 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$820,599
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$217,130
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$189,033
Value of total corrective distributions2020-12-31$12
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$380,322
Value of total assets at end of year2020-12-31$2,366,548
Value of total assets at beginning of year2020-12-31$1,763,079
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$28,085
Total interest from all sources2020-12-31$3,473
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$82,570
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$82,570
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$364,866
Participant contributions at end of year2020-12-31$53,976
Participant contributions at beginning of year2020-12-31$61,484
Participant contributions at end of year2020-12-31$152
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$14,769
Total non interest bearing cash at end of year2020-12-31$6
Total non interest bearing cash at beginning of year2020-12-31$7
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$603,469
Value of net assets at end of year (total assets less liabilities)2020-12-31$2,366,548
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$1,763,079
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$2,276,649
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$1,668,592
Interest on participant loans2020-12-31$2,650
Interest earned on other investments2020-12-31$823
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$35,765
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$32,996
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$354,234
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 contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$687
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$189,033
Contract administrator fees2020-12-31$28,085
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 name2020-12-31JONES PONTO & CO.
Accountancy firm EIN2020-12-31262893052
2019 : HAMMERSMITH MANAGEMENT, INC. 401(K) SALARY RED. PLAN & TRUST 2019 401k financial data
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 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$701,672
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$315,673
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$291,829
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$369,318
Value of total assets at end of year2019-12-31$1,763,079
Value of total assets at beginning of year2019-12-31$1,377,080
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$23,844
Total interest from all sources2019-12-31$3,145
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$50,802
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$50,802
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$305,100
Participant contributions at end of year2019-12-31$61,484
Participant contributions at beginning of year2019-12-31$46,714
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$64,218
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Total non interest bearing cash at end of year2019-12-31$7
Total non interest bearing cash at beginning of year2019-12-31$4
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$385,999
Value of net assets at end of year (total assets less liabilities)2019-12-31$1,763,079
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$1,377,080
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$1,668,592
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$1,301,787
Interest on participant loans2019-12-31$2,330
Interest earned on other investments2019-12-31$815
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$32,996
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$28,575
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$278,407
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 contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$291,829
Contract administrator fees2019-12-31$23,844
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 name2019-12-31JONES PONTO & CO.
Accountancy firm EIN2019-12-31262893052
2018 : HAMMERSMITH MANAGEMENT, INC. 401(K) SALARY RED. PLAN & TRUST 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$10,270
Total income from all sources (including contributions)2018-12-31$246,207
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$300,766
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$275,998
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$335,053
Value of total assets at end of year2018-12-31$1,377,080
Value of total assets at beginning of year2018-12-31$1,441,909
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$24,768
Total interest from all sources2018-12-31$2,562
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$50,910
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$50,910
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$332,428
Participant contributions at end of year2018-12-31$46,714
Participant contributions at beginning of year2018-12-31$7,535
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$10,270
Total non interest bearing cash at end of year2018-12-31$4
Total non interest bearing cash at beginning of year2018-12-31$22,237
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-54,559
Value of net assets at end of year (total assets less liabilities)2018-12-31$1,377,080
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$1,431,639
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$1,301,787
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$1,351,483
Interest on participant loans2018-12-31$1,879
Interest earned on other investments2018-12-31$683
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$28,575
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$27,004
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-142,318
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 contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$2,625
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$33,650
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$275,998
Contract administrator fees2018-12-31$24,768
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 name2018-12-31JONES PONTO & CO.
Accountancy firm EIN2018-12-31262893052
2017 : HAMMERSMITH MANAGEMENT, INC. 401(K) SALARY RED. PLAN & TRUST 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$10,270
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$10,995
Total income from all sources (including contributions)2017-12-31$623,890
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$214,486
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$186,846
Value of total corrective distributions2017-12-31$10,270
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$430,001
Value of total assets at end of year2017-12-31$1,441,909
Value of total assets at beginning of year2017-12-31$1,033,230
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$17,370
Total interest from all sources2017-12-31$924
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$44,013
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$44,013
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$396,351
Participant contributions at end of year2017-12-31$7,535
Participant contributions at beginning of year2017-12-31$7,407
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$10,270
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$10,995
Total non interest bearing cash at end of year2017-12-31$22,237
Total non interest bearing cash at beginning of year2017-12-31$6,529
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$409,404
Value of net assets at end of year (total assets less liabilities)2017-12-31$1,431,639
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$1,022,235
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$1,351,483
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$971,296
Interest on participant loans2017-12-31$367
Interest earned on other investments2017-12-31$557
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$27,004
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$19,960
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$148,952
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 contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$33,650
Employer contributions (assets) at end of year2017-12-31$33,650
Employer contributions (assets) at beginning of year2017-12-31$28,038
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$186,846
Contract administrator fees2017-12-31$17,370
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 name2017-12-31JONES, PONTO & CO.
Accountancy firm EIN2017-12-31262893052
2016 : HAMMERSMITH MANAGEMENT, INC. 401(K) SALARY RED. PLAN & TRUST 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$10,995
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$68,954
Total income from all sources (including contributions)2016-12-31$228,177
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$245,125
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$232,805
Value of total corrective distributions2016-12-31$10,995
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$162,497
Value of total assets at end of year2016-12-31$1,033,230
Value of total assets at beginning of year2016-12-31$1,108,137
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$1,325
Total interest from all sources2016-12-31$787
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$20,064
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$20,064
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$121,045
Participant contributions at end of year2016-12-31$7,407
Participant contributions at beginning of year2016-12-31$13,543
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$13,415
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$10,995
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$68,954
Total non interest bearing cash at end of year2016-12-31$6,529
Total non interest bearing cash at beginning of year2016-12-31$6,502
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-16,948
Value of net assets at end of year (total assets less liabilities)2016-12-31$1,022,235
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$1,039,183
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$971,296
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$1,039,211
Interest on participant loans2016-12-31$568
Interest earned on other investments2016-12-31$219
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$19,960
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$14,109
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$44,829
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$28,037
Employer contributions (assets) at end of year2016-12-31$28,038
Employer contributions (assets) at beginning of year2016-12-31$34,772
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$232,805
Contract administrator fees2016-12-31$1,325
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 name2016-12-31JONES, PONTO & CO.
Accountancy firm EIN2016-12-31262893052
2015 : HAMMERSMITH MANAGEMENT, INC. 401(K) SALARY RED. PLAN & TRUST 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$68,954
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$156,565
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$163,186
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$84,575
Value of total corrective distributions2015-12-31$68,954
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$228,146
Value of total assets at end of year2015-12-31$1,108,137
Value of total assets at beginning of year2015-12-31$1,045,804
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$9,657
Total interest from all sources2015-12-31$1,172
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$1,583
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$1,583
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 period2015-12-31Yes
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$150,390
Participant contributions at end of year2015-12-31$13,543
Participant contributions at beginning of year2015-12-31$23,970
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$775
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$41,948
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$68,954
Total non interest bearing cash at end of year2015-12-31$6,502
Total non interest bearing cash at beginning of year2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-6,621
Value of net assets at end of year (total assets less liabilities)2015-12-31$1,039,183
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$1,045,804
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$1,039,211
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$0
Value of interest in pooled separate accounts at end of year2015-12-31$0
Value of interest in pooled separate accounts at beginning of year2015-12-31$994,178
Interest on participant loans2015-12-31$1,029
Interest earned on other investments2015-12-31$143
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$14,109
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$8,111
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-14,781
Net investment gain/loss from pooled separate accounts2015-12-31$-59,555
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
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$35,808
Employer contributions (assets) at end of year2015-12-31$34,772
Employer contributions (assets) at beginning of year2015-12-31$18,770
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$84,575
Contract administrator fees2015-12-31$9,657
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31Yes
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 name2015-12-31JONES, PONTO & CO.
Accountancy firm EIN2015-12-31262893052
2014 : HAMMERSMITH MANAGEMENT, INC. 401(K) SALARY RED. PLAN & TRUST 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$1,106
Total income from all sources (including contributions)2014-12-31$141,465
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$276,091
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$264,683
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$108,539
Value of total assets at end of year2014-12-31$1,045,804
Value of total assets at beginning of year2014-12-31$1,181,536
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$11,408
Total interest from all sources2014-12-31$2,082
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
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$89,699
Participant contributions at end of year2014-12-31$23,970
Participant contributions at beginning of year2014-12-31$31,745
Participant contributions at end of year2014-12-31$775
Participant contributions at beginning of year2014-12-31$1,366
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$1,106
Other income not declared elsewhere2014-12-31$1,107
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-134,626
Value of net assets at end of year (total assets less liabilities)2014-12-31$1,045,804
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$1,180,430
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$8,373
Value of interest in pooled separate accounts at end of year2014-12-31$994,178
Value of interest in pooled separate accounts at beginning of year2014-12-31$1,143,538
Interest on participant loans2014-12-31$1,609
Interest earned on other investments2014-12-31$473
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$8,111
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$4,887
Net investment gain/loss from pooled separate accounts2014-12-31$29,737
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$18,840
Employer contributions (assets) at end of year2014-12-31$18,770
Employer contributions (assets) at beginning of year2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$264,683
Contract administrator fees2014-12-31$3,035
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 name2014-12-31JONES, PONTO & CO.
Accountancy firm EIN2014-12-31262893052
2013 : HAMMERSMITH MANAGEMENT, INC. 401(K) SALARY RED. PLAN & TRUST 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$1,106
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$619
Total income from all sources (including contributions)2013-12-31$287,810
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$254,951
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$243,110
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$121,890
Value of total assets at end of year2013-12-31$1,181,536
Value of total assets at beginning of year2013-12-31$1,148,190
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$11,841
Total interest from all sources2013-12-31$1,354
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
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$2,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$106,833
Participant contributions at end of year2013-12-31$31,745
Participant contributions at beginning of year2013-12-31$19,897
Participant contributions at end of year2013-12-31$1,366
Participant contributions at beginning of year2013-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$15,057
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$1,106
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$619
Other income not declared elsewhere2013-12-31$1,967
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$32,859
Value of net assets at end of year (total assets less liabilities)2013-12-31$1,180,430
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$1,147,571
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
Investment advisory and management fees2013-12-31$9,911
Value of interest in pooled separate accounts at end of year2013-12-31$1,143,538
Value of interest in pooled separate accounts at beginning of year2013-12-31$1,027,185
Interest on participant loans2013-12-31$1,354
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$4,887
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$101,108
Net investment gain/loss from pooled separate accounts2013-12-31$162,599
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$243,110
Contract administrator fees2013-12-31$1,930
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 name2013-12-31JONES, PONTO & CO.
Accountancy firm EIN2013-12-31262893052
2012 : HAMMERSMITH MANAGEMENT, INC. 401(K) SALARY RED. PLAN & TRUST 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$619
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$524
Total income from all sources (including contributions)2012-12-31$217,982
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$35,060
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$24,783
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$185,442
Value of total assets at end of year2012-12-31$1,148,190
Value of total assets at beginning of year2012-12-31$965,173
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$10,277
Total interest from all sources2012-12-31$846
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
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$2,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$145,590
Participant contributions at end of year2012-12-31$19,897
Participant contributions at beginning of year2012-12-31$4,774
Participant contributions at end of year2012-12-31$0
Participant contributions at beginning of year2012-12-31$8,052
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$39,852
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$619
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$524
Other income not declared elsewhere2012-12-31$2,500
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$182,922
Value of net assets at end of year (total assets less liabilities)2012-12-31$1,147,571
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$964,649
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
Investment advisory and management fees2012-12-31$1,513
Value of interest in pooled separate accounts at end of year2012-12-31$1,027,185
Value of interest in pooled separate accounts at beginning of year2012-12-31$940,588
Interest on participant loans2012-12-31$846
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$101,108
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$11,759
Net investment gain/loss from pooled separate accounts2012-12-31$29,194
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
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
Employer contributions (assets) at beginning of year2012-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$24,783
Contract administrator fees2012-12-31$8,764
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 name2012-12-31JONES, PONTO & CO.
Accountancy firm EIN2012-12-31262893052
2011 : HAMMERSMITH MANAGEMENT, INC. 401(K) SALARY RED. PLAN & TRUST 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$524
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$5,092
Total income from all sources (including contributions)2011-12-31$114,563
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$75,191
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$58,957
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$180,053
Value of total assets at end of year2011-12-31$965,173
Value of total assets at beginning of year2011-12-31$930,369
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$16,234
Total interest from all sources2011-12-31$902
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
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$2,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$152,137
Participant contributions at end of year2011-12-31$4,774
Participant contributions at beginning of year2011-12-31$13,615
Participant contributions at end of year2011-12-31$8,052
Participant contributions at beginning of year2011-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$27,916
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$524
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$5,092
Other income not declared elsewhere2011-12-31$525
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$39,372
Value of net assets at end of year (total assets less liabilities)2011-12-31$964,649
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$925,277
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
Investment advisory and management fees2011-12-31$7,153
Value of interest in pooled separate accounts at end of year2011-12-31$940,588
Value of interest in pooled separate accounts at beginning of year2011-12-31$901,910
Interest on participant loans2011-12-31$902
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$11,759
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$14,844
Net investment gain/loss from pooled separate accounts2011-12-31$-66,917
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
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
Employer contributions (assets) at end of year2011-12-31$0
Employer contributions (assets) at beginning of year2011-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$58,957
Contract administrator fees2011-12-31$9,081
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 name2011-12-31JONES, PONTO & CO.
Accountancy firm EIN2011-12-31262893052
2010 : HAMMERSMITH MANAGEMENT, INC. 401(K) SALARY RED. PLAN & TRUST 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$5,092
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$13
Total income from all sources (including contributions)2010-12-31$252,042
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$131,241
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$115,041
Value of total corrective distributions2010-12-31$5,488
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$156,253
Value of total assets at end of year2010-12-31$930,369
Value of total assets at beginning of year2010-12-31$804,489
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$10,712
Total interest from all sources2010-12-31$1,793
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
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$2,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$154,831
Participant contributions at end of year2010-12-31$13,615
Participant contributions at beginning of year2010-12-31$21,989
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$1,422
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$5,092
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$13
Other income not declared elsewhere2010-12-31$607
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$120,801
Value of net assets at end of year (total assets less liabilities)2010-12-31$925,277
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$804,476
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
Investment advisory and management fees2010-12-31$2,999
Value of interest in pooled separate accounts at end of year2010-12-31$901,910
Value of interest in pooled separate accounts at beginning of year2010-12-31$750,148
Interest on participant loans2010-12-31$1,793
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$14,844
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$13,127
Net investment gain/loss from pooled separate accounts2010-12-31$93,389
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
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
Employer contributions (assets) at end of year2010-12-31$0
Employer contributions (assets) at beginning of year2010-12-31$19,225
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$115,041
Contract administrator fees2010-12-31$7,713
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 name2010-12-31JONES, PONTO & CO.
Accountancy firm EIN2010-12-31262893052

Form 5500 Responses for HAMMERSMITH MANAGEMENT, INC. 401(K) SALARY RED. PLAN & TRUST

2022: HAMMERSMITH MANAGEMENT, INC. 401(K) SALARY RED. PLAN & TRUST 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingYes
2022-01-01This return/report is a short plan year return/report (less than 12 months)Yes
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: HAMMERSMITH MANAGEMENT, INC. 401(K) SALARY RED. PLAN & TRUST 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: HAMMERSMITH MANAGEMENT, INC. 401(K) SALARY RED. PLAN & TRUST 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: HAMMERSMITH MANAGEMENT, INC. 401(K) SALARY RED. PLAN & TRUST 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: HAMMERSMITH MANAGEMENT, INC. 401(K) SALARY RED. PLAN & TRUST 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: HAMMERSMITH MANAGEMENT, INC. 401(K) SALARY RED. PLAN & TRUST 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: HAMMERSMITH MANAGEMENT, INC. 401(K) SALARY RED. PLAN & TRUST 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedYes
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: HAMMERSMITH MANAGEMENT, INC. 401(K) SALARY RED. PLAN & TRUST 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: HAMMERSMITH MANAGEMENT, INC. 401(K) SALARY RED. PLAN & TRUST 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: HAMMERSMITH MANAGEMENT, INC. 401(K) SALARY RED. PLAN & TRUST 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 - TrustYes
2012: HAMMERSMITH MANAGEMENT, INC. 401(K) SALARY RED. PLAN & TRUST 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 - TrustYes
2011: HAMMERSMITH MANAGEMENT, INC. 401(K) SALARY RED. PLAN & TRUST 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedYes
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 - TrustYes
2010: HAMMERSMITH MANAGEMENT, INC. 401(K) SALARY RED. PLAN & TRUST 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 - TrustYes

Insurance Providers Used on plan

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number810097
Policy instance 1
Insurance contract or identification number810097
Number of Individuals Covered0
Insurance policy start date2022-01-01
Insurance policy end date2022-12-01
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 Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare 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
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number810097
Policy instance 1
Insurance contract or identification number810097
Number of Individuals Covered240
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
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 Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare 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
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number810097
Policy instance 1
Insurance contract or identification number810097
Number of Individuals Covered260
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare 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
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number810097
Policy instance 1
Insurance contract or identification number810097
Number of Individuals Covered268
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare 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
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number810097
Policy instance 1
Insurance contract or identification number810097
Number of Individuals Covered249
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare 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
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number810097
Policy instance 1
Insurance contract or identification number810097
Number of Individuals Covered257
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare 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
LINCOLN NATIONAL LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP81821
Policy instance 1
Insurance contract or identification numberGP81821
Number of Individuals Covered0
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $3,613
Total amount of fees paid to insurance companyUSD $1,988
Are there contracts with allocated funds for individual policies?No
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?No
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
Commission paid to Insurance BrokerUSD $2,940
Amount paid for insurance broker fees0
Insurance broker organization code?4
Additional information about fees paid to insurance brokerTPA SUBSIDY
Insurance broker nameLPL FINANCIAL CORPORATION
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number810097
Policy instance 2
Insurance contract or identification number810097
Number of Individuals Covered118
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
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 Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare 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
LINCOLN NATIONAL LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP81821
Policy instance 1
Insurance contract or identification numberGP81821
Number of Individuals Covered58
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $2,585
Total amount of fees paid to insurance companyUSD $1,660
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,585
Amount paid for insurance broker fees36
Additional information about fees paid to insurance brokerNON MONETARY COMPENSATION
Insurance broker organization code?4
Insurance broker nameBADEN RETIREMENT PLAN SERVICES
LINCOLN NATIONAL LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP81821
Policy instance 1
Insurance contract or identification numberGP81821
Number of Individuals Covered49
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $3,072
Total amount of fees paid to insurance companyUSD $2,035
Are there contracts with allocated funds for individual policies?No
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
Commission paid to Insurance BrokerUSD $2,844
Amount paid for insurance broker fees0
Insurance broker organization code?4
Additional information about fees paid to insurance brokerTPA SUBSIDY
Insurance broker nameBADEN RETIREMENT PLAN SERVICES
LINCOLN NATIONAL LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP81821
Policy instance 1
Insurance contract or identification numberGP81821
Number of Individuals Covered61
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $4,931
Total amount of fees paid to insurance companyUSD $2,134
Are there contracts with allocated funds for individual policies?No
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
Commission paid to Insurance BrokerUSD $3,511
Amount paid for insurance broker fees0
Insurance broker organization code?4
Additional information about fees paid to insurance brokerTPA SUBSIDY
Insurance broker nameJAMES NOLAN
LINCOLN NATIONAL LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP81821
Policy instance 1
Insurance contract or identification numberGP81821
Number of Individuals Covered61
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $4,311
Total amount of fees paid to insurance companyUSD $2,162
Are there contracts with allocated funds for individual policies?No
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
LINCOLN NATIONAL LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP81821
Policy instance 1
Insurance contract or identification numberGP81821
Number of Individuals Covered74
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $4,458
Total amount of fees paid to insurance companyUSD $2,918
Are there contracts with allocated funds for individual policies?No
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
Commission paid to Insurance BrokerUSD $3,309
Amount paid for insurance broker fees0
Insurance broker organization code?4
Additional information about fees paid to insurance brokerTPA SUBSIDY
Insurance broker nameBADEN RETIREMENT PLAN SERVICES

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