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HFS 401(K) SAVINGS PLAN 401k Plan overview

Plan NameHFS 401(K) SAVINGS PLAN
Plan identification number 001

HFS 401(K) SAVINGS PLAN Benefits

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

401k Sponsoring company profile

HALLMARK FINANCIAL SERVICES, INC. has sponsored the creation of one or more 401k plans.

Company Name:HALLMARK FINANCIAL SERVICES, INC.
Employer identification number (EIN):870447375
NAIC Classification:524210
NAIC Description:Insurance Agencies and Brokerages

Additional information about HALLMARK FINANCIAL SERVICES, INC.

Jurisdiction of Incorporation: Nevada Department of State
Incorporation Date: 1987-05-19
Company Identification Number: 19871023710
Legal Registered Office Address: 701 S CARSON ST STE 200

CARSON CITY
United States of America (USA)
89701

More information about HALLMARK FINANCIAL SERVICES, INC.

Form 5500 Filing Information

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

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01DAVID MILLER
0012016-01-01DAVID MILLER
0012015-01-01DAVID MILLER
0012014-01-01DAVID MILLER DAVID MILLER2015-10-08
0012013-01-01KRISTEN LAGUNES
0012012-01-01KRISTEN LAGUNES
0012011-01-01KRISTEN LAGUNES
0012010-01-01KRISTEN LAGUNES
0012009-01-01KRISTEN LAGUNES

Plan Statistics for HFS 401(K) SAVINGS PLAN

401k plan membership statisitcs for HFS 401(K) SAVINGS PLAN

Measure Date Value
2022: HFS 401(K) SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01595
Total number of active participants reported on line 7a of the Form 55002022-01-01418
Number of retired or separated participants receiving benefits2022-01-017
Number of other retired or separated participants entitled to future benefits2022-01-01184
Total of all active and inactive participants2022-01-01609
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-015
Total participants2022-01-01614
Number of participants with account balances2022-01-01602
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0127
2021: HFS 401(K) SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01562
Total number of active participants reported on line 7a of the Form 55002021-01-01389
Number of retired or separated participants receiving benefits2021-01-017
Number of other retired or separated participants entitled to future benefits2021-01-01193
Total of all active and inactive participants2021-01-01589
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-016
Total participants2021-01-01595
Number of participants with account balances2021-01-01580
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0111
2020: HFS 401(K) SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01593
Total number of active participants reported on line 7a of the Form 55002020-01-01405
Number of retired or separated participants receiving benefits2020-01-016
Number of other retired or separated participants entitled to future benefits2020-01-01147
Total of all active and inactive participants2020-01-01558
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-014
Total participants2020-01-01562
Number of participants with account balances2020-01-01548
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-015
2019: HFS 401(K) SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01524
Total number of active participants reported on line 7a of the Form 55002019-01-01465
Number of retired or separated participants receiving benefits2019-01-018
Number of other retired or separated participants entitled to future benefits2019-01-01117
Total of all active and inactive participants2019-01-01590
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-013
Total participants2019-01-01593
Number of participants with account balances2019-01-01579
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0118
2018: HFS 401(K) SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01462
Total number of active participants reported on line 7a of the Form 55002018-01-01401
Number of retired or separated participants receiving benefits2018-01-017
Number of other retired or separated participants entitled to future benefits2018-01-01114
Total of all active and inactive participants2018-01-01522
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-012
Total participants2018-01-01524
Number of participants with account balances2018-01-01509
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0111
2017: HFS 401(K) SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01471
Total number of active participants reported on line 7a of the Form 55002017-01-01372
Number of retired or separated participants receiving benefits2017-01-015
Number of other retired or separated participants entitled to future benefits2017-01-0185
Total of all active and inactive participants2017-01-01462
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01462
Number of participants with account balances2017-01-01452
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0113
2016: HFS 401(K) SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01464
Total number of active participants reported on line 7a of the Form 55002016-01-01394
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0177
Total of all active and inactive participants2016-01-01471
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01471
Number of participants with account balances2016-01-01430
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0127
2015: HFS 401(K) SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01439
Total number of active participants reported on line 7a of the Form 55002015-01-01396
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0156
Total of all active and inactive participants2015-01-01452
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01452
Number of participants with account balances2015-01-01411
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0112
2014: HFS 401(K) SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01429
Total number of active participants reported on line 7a of the Form 55002014-01-01382
Number of other retired or separated participants entitled to future benefits2014-01-0148
Total of all active and inactive participants2014-01-01430
Total participants2014-01-01430
Number of participants with account balances2014-01-01385
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0111
2013: HFS 401(K) SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01436
Total number of active participants reported on line 7a of the Form 55002013-01-01366
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0157
Total of all active and inactive participants2013-01-01423
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01423
Number of participants with account balances2013-01-01377
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0119
2012: HFS 401(K) SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01428
Total number of active participants reported on line 7a of the Form 55002012-01-01353
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0154
Total of all active and inactive participants2012-01-01407
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01407
Number of participants with account balances2012-01-01361
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0121
2011: HFS 401(K) SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01398
Total number of active participants reported on line 7a of the Form 55002011-01-01369
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0145
Total of all active and inactive participants2011-01-01414
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01414
Number of participants with account balances2011-01-01372
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0137
2010: HFS 401(K) SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01362
Total number of active participants reported on line 7a of the Form 55002010-01-01345
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0136
Total of all active and inactive participants2010-01-01381
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01381
Number of participants with account balances2010-01-01335
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0111
2009: HFS 401(K) SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01414
Total number of active participants reported on line 7a of the Form 55002009-01-01324
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0138
Total of all active and inactive participants2009-01-01362
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01362
Number of participants with account balances2009-01-01322
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-017

Financial Data on HFS 401(K) SAVINGS PLAN

Measure Date Value
2022 : HFS 401(K) SAVINGS PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-3,208,497
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$3,114,593
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$3,024,820
Value of total corrective distributions2022-12-31$116
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$3,356,127
Value of total assets at end of year2022-12-31$33,885,141
Value of total assets at beginning of year2022-12-31$40,208,231
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$89,657
Total interest from all sources2022-12-31$23,073
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$968,517
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$968,517
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$2,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$3,113,093
Participant contributions at end of year2022-12-31$481,289
Participant contributions at beginning of year2022-12-31$419,239
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$78,239
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$149
Other income not declared elsewhere2022-12-31$1,800
Administrative expenses (other) incurred2022-12-31$89,657
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-6,323,090
Value of net assets at end of year (total assets less liabilities)2022-12-31$33,885,141
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$40,208,231
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$29,586,051
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$34,686,091
Interest on participant loans2022-12-31$23,073
Value of interest in common/collective trusts at end of year2022-12-31$3,721,676
Value of interest in common/collective trusts at beginning of year2022-12-31$4,882,800
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-6,913,836
Net investment gain or loss from common/collective trusts2022-12-31$-644,178
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$164,795
Employer contributions (assets) at end of year2022-12-31$96,125
Employer contributions (assets) at beginning of year2022-12-31$220,101
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$3,024,671
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31GRANT THORNTON LLP
Accountancy firm EIN2022-12-31366055558
2021 : HFS 401(K) SAVINGS PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$9,994,102
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$4,290,159
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$4,198,041
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$4,712,323
Value of total assets at end of year2021-12-31$40,208,231
Value of total assets at beginning of year2021-12-31$34,504,288
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$92,118
Total interest from all sources2021-12-31$21,018
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$887,293
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$887,293
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$2,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$2,921,522
Participant contributions at end of year2021-12-31$419,239
Participant contributions at beginning of year2021-12-31$445,035
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$1,417,982
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$4,765
Other income not declared elsewhere2021-12-31$1,377
Administrative expenses (other) incurred2021-12-31$92,118
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$5,703,943
Value of net assets at end of year (total assets less liabilities)2021-12-31$40,208,231
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$34,504,288
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$34,686,091
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$29,680,885
Interest on participant loans2021-12-31$21,018
Value of interest in common/collective trusts at end of year2021-12-31$4,882,800
Value of interest in common/collective trusts at beginning of year2021-12-31$4,378,368
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$3,976,906
Net investment gain or loss from common/collective trusts2021-12-31$395,185
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$372,819
Employer contributions (assets) at end of year2021-12-31$220,101
Employer contributions (assets) at beginning of year2021-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$4,193,276
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 name2021-12-31GRANT THORNTON LLP
Accountancy firm EIN2021-12-31366055558
2020 : HFS 401(K) SAVINGS PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$8,071,842
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$2,272,848
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,181,650
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$3,602,031
Value of total assets at end of year2020-12-31$34,504,288
Value of total assets at beginning of year2020-12-31$28,705,294
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$91,198
Total interest from all sources2020-12-31$24,929
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$558,477
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$558,477
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$2,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$2,935,043
Participant contributions at end of year2020-12-31$445,035
Participant contributions at beginning of year2020-12-31$512,290
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$666,988
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$0
Other income not declared elsewhere2020-12-31$3,725
Administrative expenses (other) incurred2020-12-31$91,198
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$5,798,994
Value of net assets at end of year (total assets less liabilities)2020-12-31$34,504,288
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$28,705,294
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$29,680,885
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$24,948,817
Interest on participant loans2020-12-31$24,929
Value of interest in common/collective trusts at end of year2020-12-31$4,378,368
Value of interest in common/collective trusts at beginning of year2020-12-31$3,244,187
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$3,377,469
Net investment gain or loss from common/collective trusts2020-12-31$505,211
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,181,650
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 name2020-12-31RSM US LLP
Accountancy firm EIN2020-12-31420714325
2019 : HFS 401(K) SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$17,037
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$17,037
Total income from all sources (including contributions)2019-12-31$9,845,973
Total income from all sources (including contributions)2019-12-31$9,845,973
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,992,704
Total of all expenses incurred2019-12-31$1,992,704
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,928,035
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,928,035
Value of total corrective distributions2019-12-31$-16,006
Value of total corrective distributions2019-12-31$-16,006
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$5,056,299
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$5,056,299
Value of total assets at end of year2019-12-31$28,705,294
Value of total assets at end of year2019-12-31$28,705,294
Value of total assets at beginning of year2019-12-31$20,869,062
Value of total assets at beginning of year2019-12-31$20,869,062
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$80,675
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$80,675
Total interest from all sources2019-12-31$27,643
Total interest from all sources2019-12-31$27,643
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$610,367
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$610,367
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$610,367
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$610,367
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$2,000,000
Value of fidelity bond cover2019-12-31$2,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$2,768,563
Contributions received from participants2019-12-31$2,768,563
Participant contributions at end of year2019-12-31$512,290
Participant contributions at end of year2019-12-31$512,290
Participant contributions at beginning of year2019-12-31$553,090
Participant contributions at beginning of year2019-12-31$553,090
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$1,558,108
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$1,558,108
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$17,037
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$17,037
Other income not declared elsewhere2019-12-31$1,145
Other income not declared elsewhere2019-12-31$1,145
Administrative expenses (other) incurred2019-12-31$80,675
Administrative expenses (other) incurred2019-12-31$80,675
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$7,853,269
Value of net income/loss2019-12-31$7,853,269
Value of net assets at end of year (total assets less liabilities)2019-12-31$28,705,294
Value of net assets at end of year (total assets less liabilities)2019-12-31$28,705,294
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$20,852,025
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$20,852,025
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$24,948,817
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$24,948,817
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$18,540,678
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$18,540,678
Interest on participant loans2019-12-31$27,643
Interest on participant loans2019-12-31$27,643
Value of interest in common/collective trusts at end of year2019-12-31$3,244,187
Value of interest in common/collective trusts at end of year2019-12-31$3,244,187
Value of interest in common/collective trusts at beginning of year2019-12-31$1,775,294
Value of interest in common/collective trusts at beginning of year2019-12-31$1,775,294
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$4,065,619
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$4,065,619
Net investment gain or loss from common/collective trusts2019-12-31$84,900
Net investment gain or loss from common/collective trusts2019-12-31$84,900
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$729,628
Contributions received in cash from employer2019-12-31$729,628
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,928,035
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,928,035
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31RSM US LLP
Accountancy firm name2019-12-31RSM US LLP
Accountancy firm EIN2019-12-31420714325
Accountancy firm EIN2019-12-31420714325
2018 : HFS 401(K) SAVINGS PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$17,037
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$17,037
Total income from all sources (including contributions)2018-12-31$2,580,322
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$6,342,053
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$6,250,739
Value of total corrective distributions2018-12-31$17,037
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$3,696,415
Value of total assets at end of year2018-12-31$20,869,062
Value of total assets at beginning of year2018-12-31$24,630,793
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$74,277
Total interest from all sources2018-12-31$26,652
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$554,201
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$554,201
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$2,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$2,245,626
Participant contributions at end of year2018-12-31$553,090
Participant contributions at beginning of year2018-12-31$538,345
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$1,240,710
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$29
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$17,037
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$17,037
Other income not declared elsewhere2018-12-31$749
Administrative expenses (other) incurred2018-12-31$74,277
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-3,761,731
Value of net assets at end of year (total assets less liabilities)2018-12-31$20,852,025
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$24,613,756
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$18,540,678
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$23,055,680
Interest on participant loans2018-12-31$26,652
Value of interest in common/collective trusts at end of year2018-12-31$1,775,294
Value of interest in common/collective trusts at beginning of year2018-12-31$1,036,768
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,723,644
Net investment gain or loss from common/collective trusts2018-12-31$25,949
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$210,079
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$6,250,710
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 name2018-12-31PRICKEKUBECKA, PLLC
Accountancy firm EIN2018-12-31752783674
2017 : HFS 401(K) SAVINGS PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$17,037
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$7,049,555
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,639,813
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,526,104
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$3,678,771
Value of total assets at end of year2017-12-31$24,630,793
Value of total assets at beginning of year2017-12-31$19,204,014
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$113,709
Total interest from all sources2017-12-31$24,387
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$627,738
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$627,738
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$2,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,956,218
Participant contributions at end of year2017-12-31$538,345
Participant contributions at beginning of year2017-12-31$481,507
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$1,517,988
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$17,037
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$0
Other income not declared elsewhere2017-12-31$18,286
Administrative expenses (other) incurred2017-12-31$113,709
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$5,409,742
Value of net assets at end of year (total assets less liabilities)2017-12-31$24,613,756
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$19,204,014
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$23,055,680
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$17,891,850
Interest on participant loans2017-12-31$24,387
Value of interest in common/collective trusts at end of year2017-12-31$1,036,768
Value of interest in common/collective trusts at beginning of year2017-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$830,657
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$2,689,838
Net investment gain or loss from common/collective trusts2017-12-31$10,535
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$204,565
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,526,104
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 name2017-12-31PRICKEKUBECKA, PLLC
Accountancy firm EIN2017-12-31752783674
2016 : HFS 401(K) SAVINGS PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$3,447,483
Total of all expenses incurred2016-12-31$3,020,107
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$2,929,007
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,197,211
Value of total assets at end of year2016-12-31$19,399,428
Value of total assets at beginning of year2016-12-31$18,972,052
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$91,100
Total interest from all sources2016-12-31$39,562
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$2,000,000
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$1,845,836
Participant contributions at end of year2016-12-31$481,507
Participant contributions at beginning of year2016-12-31$624,269
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$155,961
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$427,376
Value of net assets at end of year (total assets less liabilities)2016-12-31$19,399,428
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$18,972,052
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
Investment advisory and management fees2016-12-31$91,100
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$17,891,850
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$17,415,239
Income. Interest from loans (other than to participants)2016-12-31$23,267
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$16,295
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$830,657
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$599,802
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,210,710
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$195,414
Employer contributions (assets) at end of year2016-12-31$195,414
Employer contributions (assets) at beginning of year2016-12-31$332,742
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$2,929,007
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 name2016-12-31PRICEKUBECKA, PLLC
Accountancy firm EIN2016-12-31752783674
2015 : HFS 401(K) SAVINGS PLAN 2015 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$8,555
Total income from all sources (including contributions)2015-12-31$1,959,740
Total of all expenses incurred2015-12-31$2,611,953
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$2,517,755
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$2,121,230
Value of total assets at end of year2015-12-31$18,972,052
Value of total assets at beginning of year2015-12-31$19,632,820
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$94,198
Total interest from all sources2015-12-31$40,361
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,632,651
Participant contributions at end of year2015-12-31$624,269
Participant contributions at beginning of year2015-12-31$576,895
Participant contributions at beginning of year2015-12-31$56,670
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$165,732
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$8,555
Other income not declared elsewhere2015-12-31$17,206
Administrative expenses (other) incurred2015-12-31$149
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-652,213
Value of net assets at end of year (total assets less liabilities)2015-12-31$18,972,052
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$19,624,265
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
Investment advisory and management fees2015-12-31$94,049
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$17,415,239
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$18,029,454
Interest on participant loans2015-12-31$25,406
Interest earned on other investments2015-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$14,955
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$599,802
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$640,193
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-219,057
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$322,847
Employer contributions (assets) at end of year2015-12-31$332,742
Employer contributions (assets) at beginning of year2015-12-31$329,608
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$2,517,755
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 name2015-12-31PRICEKUBECKA, PLLC
Accountancy firm EIN2015-12-31752783674
2014 : HFS 401(K) SAVINGS PLAN 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$8,555
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$9,043
Total income from all sources (including contributions)2014-12-31$2,778,524
Total of all expenses incurred2014-12-31$1,709,561
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,617,896
Value of total corrective distributions2014-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,967,755
Value of total assets at end of year2014-12-31$19,632,820
Value of total assets at beginning of year2014-12-31$18,564,345
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$91,665
Total interest from all sources2014-12-31$39,460
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$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,476,528
Participant contributions at end of year2014-12-31$576,895
Participant contributions at beginning of year2014-12-31$602,953
Participant contributions at end of year2014-12-31$56,670
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$165,075
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$8,555
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$9,043
Other income not declared elsewhere2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$1,068,963
Value of net assets at end of year (total assets less liabilities)2014-12-31$19,624,265
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$18,555,302
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$18,029,454
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$16,772,417
Interest on participant loans2014-12-31$23,266
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$16,194
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$640,193
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$905,268
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$771,309
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$326,152
Employer contributions (assets) at end of year2014-12-31$329,608
Employer contributions (assets) at beginning of year2014-12-31$283,707
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,617,896
Contract administrator fees2014-12-31$91,665
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 name2014-12-31PRICEKUBECKA, PLLC
Accountancy firm EIN2014-12-31752783674
2013 : HFS 401(K) SAVINGS PLAN 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$9,043
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$4,572,719
Total of all expenses incurred2013-12-31$1,603,444
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,509,683
Value of total corrective distributions2013-12-31$9,043
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,810,474
Value of total assets at end of year2013-12-31$18,564,345
Value of total assets at beginning of year2013-12-31$15,586,027
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$84,718
Total interest from all sources2013-12-31$45,914
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$1,000,000
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$1,381,933
Participant contributions at end of year2013-12-31$602,953
Participant contributions at beginning of year2013-12-31$616,255
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$144,833
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$9,043
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$0
Total non interest bearing cash at beginning of year2013-12-31$51,313
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$2,969,275
Value of net assets at end of year (total assets less liabilities)2013-12-31$18,555,302
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$15,586,027
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$84,718
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$16,772,417
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$14,618,315
Interest on participant loans2013-12-31$29,431
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$16,483
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$905,268
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$21,551
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$2,716,331
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$283,708
Employer contributions (assets) at end of year2013-12-31$283,707
Employer contributions (assets) at beginning of year2013-12-31$278,593
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,509,683
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 name2013-12-31PRICEKUBECKA, PLLC
Accountancy firm EIN2013-12-31752783674
2012 : HFS 401(K) SAVINGS PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$9,000
Total income from all sources (including contributions)2012-12-31$3,421,155
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,222,029
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,117,780
Expenses. Certain deemed distributions of participant loans2012-12-31$18,137
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,702,589
Value of total assets at end of year2012-12-31$15,586,027
Value of total assets at beginning of year2012-12-31$13,395,901
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$86,112
Total interest from all sources2012-12-31$21,363
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$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,194,247
Participant contributions at end of year2012-12-31$616,255
Participant contributions at beginning of year2012-12-31$451,725
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$229,749
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$9,000
Administrative expenses (other) incurred2012-12-31$0
Total non interest bearing cash at end of year2012-12-31$51,313
Total non interest bearing cash at beginning of year2012-12-31$54,968
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$2,199,126
Value of net assets at end of year (total assets less liabilities)2012-12-31$15,586,027
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$13,386,901
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$86,112
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$14,618,315
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$12,739,591
Interest on participant loans2012-12-31$56
Income. Interest from loans (other than to participants)2012-12-31$20,988
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$319
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$21,551
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$21,263
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,697,203
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$278,593
Employer contributions (assets) at end of year2012-12-31$278,593
Employer contributions (assets) at beginning of year2012-12-31$128,354
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,117,780
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 name2012-12-31PRICEKUBECKA, PLLC
Accountancy firm EIN2012-12-31752783674
2011 : HFS 401(K) SAVINGS PLAN 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$9,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$16,495
Total income from all sources (including contributions)2011-12-31$1,411,468
Total of all expenses incurred2011-12-31$1,601,723
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,527,745
Expenses. Certain deemed distributions of participant loans2011-12-31$64,978
Value of total corrective distributions2011-12-31$9,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,663,540
Value of total assets at end of year2011-12-31$13,395,901
Value of total assets at beginning of year2011-12-31$13,593,651
Total interest from all sources2011-12-31$23,230
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$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$1,105,791
Participant contributions at end of year2011-12-31$451,725
Participant contributions at beginning of year2011-12-31$505,809
Participant contributions at end of year2011-12-31$0
Participant contributions at beginning of year2011-12-31$35,537
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$429,395
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$9,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$16,495
Other income not declared elsewhere2011-12-31$35
Total non interest bearing cash at end of year2011-12-31$54,968
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-190,255
Value of net assets at end of year (total assets less liabilities)2011-12-31$13,386,901
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$13,577,156
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$12,739,591
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$12,797,831
Interest on participant loans2011-12-31$22,722
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$508
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$21,263
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$20,759
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-275,337
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$128,354
Employer contributions (assets) at end of year2011-12-31$128,354
Employer contributions (assets) at beginning of year2011-12-31$233,715
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,527,745
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 name2011-12-31LANE, GORMAN, TRUBITT, PLLC
Accountancy firm EIN2011-12-31751044330
2010 : HFS 401(K) SAVINGS PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets to this plan2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$16,495
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$24,832
Total income from all sources (including contributions)2010-12-31$2,580,999
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$854,466
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$825,771
Expenses. Certain deemed distributions of participant loans2010-12-31$12,200
Value of total corrective distributions2010-12-31$16,495
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,341,691
Value of total assets at end of year2010-12-31$13,593,651
Value of total assets at beginning of year2010-12-31$11,875,455
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
Total interest from all sources2010-12-31$27,376
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$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$1,021,726
Participant contributions at end of year2010-12-31$505,809
Participant contributions at beginning of year2010-12-31$462,722
Participant contributions at end of year2010-12-31$35,537
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$86,250
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$16,495
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$24,832
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$1,726,533
Value of net assets at end of year (total assets less liabilities)2010-12-31$13,577,156
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$11,850,623
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in pooled separate accounts at end of year2010-12-31$12,797,831
Value of interest in pooled separate accounts at beginning of year2010-12-31$11,152,910
Interest on participant loans2010-12-31$26,904
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$472
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$20,759
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$30,219
Net investment gain/loss from pooled separate accounts2010-12-31$1,211,932
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$233,715
Employer contributions (assets) at end of year2010-12-31$233,715
Employer contributions (assets) at beginning of year2010-12-31$229,604
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$825,771
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 name2010-12-31LANE, GORMAN, TRUBITT, PLLC
Accountancy firm EIN2010-12-31751044330
2009 : HFS 401(K) SAVINGS PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for HFS 401(K) SAVINGS PLAN

2022: HFS 401(K) SAVINGS PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: HFS 401(K) SAVINGS PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: HFS 401(K) SAVINGS PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: HFS 401(K) SAVINGS PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: HFS 401(K) SAVINGS PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: HFS 401(K) SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: HFS 401(K) SAVINGS PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: HFS 401(K) SAVINGS PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: HFS 401(K) SAVINGS PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: HFS 401(K) SAVINGS PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: HFS 401(K) SAVINGS PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: HFS 401(K) SAVINGS PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: HFS 401(K) SAVINGS PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: HFS 401(K) SAVINGS PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-CP-EY5N
Policy instance 1
Insurance contract or identification numberGAP-CP-EY5N
Number of Individuals Covered0
Insurance policy start date2017-01-01
Insurance policy end date2017-06-01
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 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
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-CP-EY5N
Policy instance 2
Insurance contract or identification numberGAP-CP-EY5N
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $1,030
Total amount of fees paid to insurance companyUSD $0
Commission paid to Insurance BrokerUSD $1,030
Insurance broker organization code?3
Insurance broker namePROSPERA FINANCIAL SERVICES
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-B2-LZ33
Policy instance 1
Insurance contract or identification numberGAP-B2-LZ33
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 $258
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees258
Additional information about fees paid to insurance brokerADMNISTRATIVE SERVICES
Insurance broker organization code?3
Insurance broker nameROBERT CECIL, JR.
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-CP-EY5N
Policy instance 1
Insurance contract or identification numberGAP-CP-EY5N
Number of Individuals Covered385
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $1,399
Total amount of fees paid to insurance companyUSD $0
Commission paid to Insurance BrokerUSD $1,399
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker namePROSPERA FINANCIAL SERVICES
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-B2-LZ33
Policy instance 2
Insurance contract or identification numberGAP-B2-LZ33
Number of Individuals Covered385
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $350
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees350
Additional information about fees paid to insurance brokerADMINISTRATIVE SERVICES
Insurance broker organization code?3
Insurance broker nameROBERT CECIL, JR.
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-CP-EY5N
Policy instance 2
Insurance contract or identification numberGAP-CP-EY5N
Number of Individuals Covered377
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $1,816
Total amount of fees paid to insurance companyUSD $0
Commission paid to Insurance BrokerUSD $1,816
Insurance broker organization code?3
Insurance broker namePROSPERA FINANCIAL SERVICES
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-B2-LZ33
Policy instance 1
Insurance contract or identification numberGAP-B2-LZ33
Number of Individuals Covered377
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $4
Total amount of fees paid to insurance companyUSD $455
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees455
Additional information about fees paid to insurance brokerADMINISTRATIVE SERVICES
Insurance broker organization code?3
Insurance broker namePROSPERA FINANCIAL SERVICES
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-B2-LZ33
Policy instance 1
Insurance contract or identification numberGAP-B2-LZ33
Number of Individuals Covered361
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $172
Total amount of fees paid to insurance companyUSD $43
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees43
Additional information about fees paid to insurance brokerADMINISTRATION SERVICES
Insurance broker organization code?3
Insurance broker namePROSPERA FINANCIAL SERVICES
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-B2-LZ33
Policy instance 1
Insurance contract or identification numberGAP-B2-LZ33
Number of Individuals Covered372
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $168
Total amount of fees paid to insurance companyUSD $42
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-B2-LZ33
Policy instance 1
Insurance contract or identification numberGAP-B2-LZ33
Number of Individuals Covered335
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $166
Total amount of fees paid to insurance companyUSD $41
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Amount paid for insurance broker fees41
Additional information about fees paid to insurance brokerADMINISTRATIVE FEES
Insurance broker organization code?3
Commission paid to Insurance BrokerUSD $166
Insurance broker namePROSPERA FINANCIAL SERVICES

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