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Plan Name | NATL ASSOCIATION OF HOME BUILDERS RETIREMENT PLAN |
Plan identification number | 002 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | NATIONAL ASSOCIATION OF HOME BUILDERS OF THE U.S |
Employer identification number (EIN): | 880359303 |
NAIC Classification: | 813000 |
NAIC Description: | Religious, Grantmaking, Civic, Professional, and Similar Organizations |
Additional information about NATIONAL ASSOCIATION OF HOME BUILDERS OF THE U.S
Jurisdiction of Incorporation: | Nevada Department of State |
Incorporation Date: | 1996-03-26 |
Company Identification Number: | 19961101185 |
Legal Registered Office Address: |
701 S CARSON ST STE 200 CARSON CITY United States of America (USA) 89701 |
More information about NATIONAL ASSOCIATION OF HOME BUILDERS OF THE U.S
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
002 | 2022-01-01 | ||||
002 | 2021-01-01 | EILEEN RAMAGE | 2022-07-27 | ||
002 | 2020-01-01 | EILEEN RAMAGE | 2021-07-28 | ||
002 | 2019-01-01 | EILEEN RAMAGE | 2020-10-14 | ||
002 | 2018-01-01 | EILEEN RAMAGE | 2019-07-29 | ||
002 | 2017-01-01 | ||||
002 | 2016-01-01 | ||||
002 | 2015-01-01 | ||||
002 | 2014-01-01 | ||||
002 | 2013-01-01 | ||||
002 | 2012-01-01 | EILEEN RAMAGE | |||
002 | 2011-01-01 | JOSEPH BARNEY | |||
002 | 2010-01-01 | JOSEPH BARNEY | |||
002 | 2009-01-01 | JOSEPH BARNEY |
Measure | Date | Value |
---|---|---|
2022: NATL ASSOCIATION OF HOME BUILDERS RETIREMENT PLAN 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 388 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 238 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 6 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 169 |
Total of all active and inactive participants | 2022-01-01 | 413 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 413 |
Number of participants with account balances | 2022-01-01 | 379 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 8 |
2021: NATL ASSOCIATION OF HOME BUILDERS RETIREMENT PLAN 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 392 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 224 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 6 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 158 |
Total of all active and inactive participants | 2021-01-01 | 388 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 388 |
Number of participants with account balances | 2021-01-01 | 360 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 18 |
2020: NATL ASSOCIATION OF HOME BUILDERS RETIREMENT PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 403 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 249 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 4 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 139 |
Total of all active and inactive participants | 2020-01-01 | 392 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 392 |
Number of participants with account balances | 2020-01-01 | 364 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 7 |
2019: NATL ASSOCIATION OF HOME BUILDERS RETIREMENT PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 375 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 258 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 7 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 138 |
Total of all active and inactive participants | 2019-01-01 | 403 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 403 |
Number of participants with account balances | 2019-01-01 | 374 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 11 |
2018: NATL ASSOCIATION OF HOME BUILDERS RETIREMENT PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 380 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 216 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 11 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 148 |
Total of all active and inactive participants | 2018-01-01 | 375 |
Total participants | 2018-01-01 | 375 |
Number of participants with account balances | 2018-01-01 | 375 |
2017: NATL ASSOCIATION OF HOME BUILDERS RETIREMENT PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 375 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 230 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 5 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 145 |
Total of all active and inactive participants | 2017-01-01 | 380 |
Total participants | 2017-01-01 | 380 |
Number of participants with account balances | 2017-01-01 | 380 |
2016: NATL ASSOCIATION OF HOME BUILDERS RETIREMENT PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 379 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 240 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 3 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 132 |
Total of all active and inactive participants | 2016-01-01 | 375 |
Total participants | 2016-01-01 | 375 |
Number of participants with account balances | 2016-01-01 | 375 |
2015: NATL ASSOCIATION OF HOME BUILDERS RETIREMENT PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 371 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 224 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 4 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 150 |
Total of all active and inactive participants | 2015-01-01 | 378 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 1 |
Total participants | 2015-01-01 | 379 |
Number of participants with account balances | 2015-01-01 | 369 |
2014: NATL ASSOCIATION OF HOME BUILDERS RETIREMENT PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 395 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 215 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 5 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 151 |
Total of all active and inactive participants | 2014-01-01 | 371 |
Total participants | 2014-01-01 | 371 |
Number of participants with account balances | 2014-01-01 | 362 |
2013: NATL ASSOCIATION OF HOME BUILDERS RETIREMENT PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 384 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 223 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 2 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 170 |
Total of all active and inactive participants | 2013-01-01 | 395 |
Total participants | 2013-01-01 | 395 |
Number of participants with account balances | 2013-01-01 | 359 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 1 |
2012: NATL ASSOCIATION OF HOME BUILDERS RETIREMENT PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 412 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 223 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 4 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 157 |
Total of all active and inactive participants | 2012-01-01 | 384 |
Total participants | 2012-01-01 | 384 |
Number of participants with account balances | 2012-01-01 | 371 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 4 |
2011: NATL ASSOCIATION OF HOME BUILDERS RETIREMENT PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 433 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 221 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 7 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 182 |
Total of all active and inactive participants | 2011-01-01 | 410 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 2 |
Total participants | 2011-01-01 | 412 |
Number of participants with account balances | 2011-01-01 | 400 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 16 |
2010: NATL ASSOCIATION OF HOME BUILDERS RETIREMENT PLAN 2010 401k membership | ||
Total participants, beginning-of-year | 2010-01-01 | 457 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 268 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 8 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 155 |
Total of all active and inactive participants | 2010-01-01 | 431 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 2 |
Total participants | 2010-01-01 | 433 |
Number of participants with account balances | 2010-01-01 | 415 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 13 |
2009: NATL ASSOCIATION OF HOME BUILDERS RETIREMENT PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 513 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 287 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 7 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 163 |
Total of all active and inactive participants | 2009-01-01 | 457 |
Total participants | 2009-01-01 | 457 |
Number of participants with account balances | 2009-01-01 | 441 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 20 |
Measure | Date | Value |
---|---|---|
2022 : NATL ASSOCIATION OF HOME BUILDERS RETIREMENT PLAN 2022 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $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 | $-16,424,872 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $2,827,643 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $2,817,308 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $5,095,819 |
Value of total assets at end of year | 2022-12-31 | $95,875,149 |
Value of total assets at beginning of year | 2022-12-31 | $115,127,664 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $10,335 |
Total interest from all sources | 2022-12-31 | $20,075 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $6,467,374 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $6,467,374 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $2,485,271 |
Participant contributions at end of year | 2022-12-31 | $640,327 |
Participant contributions at beginning of year | 2022-12-31 | $489,743 |
Assets. Other investments not covered elsewhere at end of year | 2022-12-31 | $5,458,142 |
Assets. Other investments not covered elsewhere at beginning of year | 2022-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $707,200 |
Other income not declared elsewhere | 2022-12-31 | $-1,647,664 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-19,252,515 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $95,875,149 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $115,127,664 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Investment advisory and management fees | 2022-12-31 | $10,335 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $86,429,847 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $110,429,712 |
Interest on participant loans | 2022-12-31 | $20,075 |
Value of interest in common/collective trusts at end of year | 2022-12-31 | $2,316,899 |
Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $2,211,212 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-12-31 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-12-31 | $983,131 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-12-31 | $983,131 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-26,385,041 |
Net investment gain or loss from common/collective trusts | 2022-12-31 | $24,565 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Assets. Invements in employer securities at end of year | 2022-12-31 | $0 |
Assets. Invements in employer securities at beginning of year | 2022-12-31 | $0 |
Contributions received in cash from employer | 2022-12-31 | $1,903,348 |
Employer contributions (assets) at end of year | 2022-12-31 | $1,029,934 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $1,013,866 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $2,817,308 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | CLIFTONLARSONALLEN LLP |
Accountancy firm EIN | 2022-12-31 | 410746749 |
2021 : NATL ASSOCIATION OF HOME BUILDERS RETIREMENT PLAN 2021 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $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 | $21,879,653 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $6,845,716 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $6,837,658 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $4,652,730 |
Value of total assets at end of year | 2021-12-31 | $115,127,664 |
Value of total assets at beginning of year | 2021-12-31 | $100,093,727 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $8,058 |
Total interest from all sources | 2021-12-31 | $17,099 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $9,360,178 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $9,360,178 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $2,441,337 |
Participant contributions at end of year | 2021-12-31 | $489,743 |
Participant contributions at beginning of year | 2021-12-31 | $400,972 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $200,464 |
Other income not declared elsewhere | 2021-12-31 | $74,179 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $15,033,937 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $115,127,664 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $100,093,727 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Investment advisory and management fees | 2021-12-31 | $8,058 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $110,429,712 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $94,135,230 |
Interest on participant loans | 2021-12-31 | $16,994 |
Value of interest in common/collective trusts at end of year | 2021-12-31 | $2,211,212 |
Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $3,111,353 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-12-31 | $983,131 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-12-31 | $1,384,978 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-12-31 | $1,384,978 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2021-12-31 | $105 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $7,751,572 |
Net investment gain or loss from common/collective trusts | 2021-12-31 | $23,895 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $2,010,929 |
Employer contributions (assets) at end of year | 2021-12-31 | $1,013,866 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $1,061,194 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $6,837,658 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | RSM US LLP |
Accountancy firm EIN | 2021-12-31 | 420714325 |
2020 : NATL ASSOCIATION OF HOME BUILDERS RETIREMENT PLAN 2020 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $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 | $21,099,046 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $8,563,516 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $8,552,662 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $4,621,266 |
Value of total assets at end of year | 2020-12-31 | $100,093,727 |
Value of total assets at beginning of year | 2020-12-31 | $87,558,197 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $10,854 |
Total interest from all sources | 2020-12-31 | $26,333 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $5,257,416 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $5,257,416 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $2,476,814 |
Participant contributions at end of year | 2020-12-31 | $400,972 |
Participant contributions at beginning of year | 2020-12-31 | $511,286 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $55,700 |
Other income not declared elsewhere | 2020-12-31 | $74,093 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $12,535,530 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $100,093,727 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $87,558,197 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Investment advisory and management fees | 2020-12-31 | $10,854 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $94,135,230 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $81,865,638 |
Interest on participant loans | 2020-12-31 | $22,115 |
Value of interest in common/collective trusts at end of year | 2020-12-31 | $3,111,353 |
Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $2,222,181 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-12-31 | $1,384,978 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-12-31 | $1,939,093 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-12-31 | $1,939,093 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-12-31 | $4,218 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $11,079,455 |
Net investment gain or loss from common/collective trusts | 2020-12-31 | $40,483 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $2,088,752 |
Employer contributions (assets) at end of year | 2020-12-31 | $1,061,194 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $1,019,999 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $8,552,662 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
Accountancy firm name | 2020-12-31 | RSM US LLP |
Accountancy firm EIN | 2020-12-31 | 420714325 |
2019 : NATL ASSOCIATION OF HOME BUILDERS RETIREMENT PLAN 2019 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total unrealized appreciation/depreciation of assets | 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 end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total income from all sources (including contributions) | 2019-12-31 | $22,685,837 |
Total income from all sources (including contributions) | 2019-12-31 | $22,685,837 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $4,781,695 |
Total of all expenses incurred | 2019-12-31 | $4,781,695 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $4,762,729 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $4,762,729 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $5,976,949 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $5,976,949 |
Value of total assets at end of year | 2019-12-31 | $87,558,197 |
Value of total assets at end of year | 2019-12-31 | $87,558,197 |
Value of total assets at beginning of year | 2019-12-31 | $69,654,055 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $18,966 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $18,966 |
Total interest from all sources | 2019-12-31 | $47,370 |
Total interest from all sources | 2019-12-31 | $47,370 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $3,930,865 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $3,930,865 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $3,930,865 |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $3,930,865 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $1,000,000 |
Value of fidelity bond cover | 2019-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $2,376,753 |
Contributions received from participants | 2019-12-31 | $2,376,753 |
Participant contributions at end of year | 2019-12-31 | $511,286 |
Participant contributions at end of year | 2019-12-31 | $511,286 |
Participant contributions at beginning of year | 2019-12-31 | $478,972 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $1,565,699 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $1,565,699 |
Other income not declared elsewhere | 2019-12-31 | $66,543 |
Other income not declared elsewhere | 2019-12-31 | $66,543 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $17,904,142 |
Value of net income/loss | 2019-12-31 | $17,904,142 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $87,558,197 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $87,558,197 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $69,654,055 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $69,654,055 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Investment advisory and management fees | 2019-12-31 | $18,966 |
Investment advisory and management fees | 2019-12-31 | $18,966 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $81,865,638 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $81,865,638 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $65,220,124 |
Interest on participant loans | 2019-12-31 | $22,219 |
Interest on participant loans | 2019-12-31 | $22,219 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $2,222,181 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $2,222,181 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $1,996,409 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $1,939,093 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $1,939,093 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $942,386 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $942,386 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $942,386 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $942,386 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $25,151 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $25,151 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $12,622,962 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $12,622,962 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $41,148 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $41,148 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $2,034,497 |
Contributions received in cash from employer | 2019-12-31 | $2,034,497 |
Employer contributions (assets) at end of year | 2019-12-31 | $1,019,999 |
Employer contributions (assets) at end of year | 2019-12-31 | $1,019,999 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $1,016,164 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $1,016,164 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $4,762,729 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $4,762,729 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Unqualified |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Unqualified |
Accountancy firm name | 2019-12-31 | RSM US LLP |
Accountancy firm name | 2019-12-31 | RSM US LLP |
Accountancy firm EIN | 2019-12-31 | 420714325 |
2018 : NATL ASSOCIATION OF HOME BUILDERS RETIREMENT PLAN 2018 401k financial data | ||
Total income from all sources (including contributions) | 2018-12-31 | $1,286,159 |
Total of all expenses incurred | 2018-12-31 | $3,966,522 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $3,935,327 |
Expenses. Certain deemed distributions of participant loans | 2018-12-31 | $16,086 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $5,417,424 |
Value of total assets at end of year | 2018-12-31 | $69,654,055 |
Value of total assets at beginning of year | 2018-12-31 | $72,334,418 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $15,109 |
Total interest from all sources | 2018-12-31 | $38,251 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $5,138,471 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $5,138,471 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $2,336,361 |
Participant contributions at end of year | 2018-12-31 | $478,972 |
Participant contributions at beginning of year | 2018-12-31 | $538,778 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $1,076,245 |
Other income not declared elsewhere | 2018-12-31 | $44,255 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-2,680,363 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $69,654,055 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $72,334,418 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $65,220,124 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $67,615,425 |
Interest on participant loans | 2018-12-31 | $22,091 |
Value of interest in common/collective trusts at end of year | 2018-12-31 | $1,996,409 |
Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $2,032,983 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-12-31 | $942,386 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-12-31 | $1,403,005 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-12-31 | $1,403,005 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2018-12-31 | $16,160 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-9,388,774 |
Net investment gain or loss from common/collective trusts | 2018-12-31 | $36,532 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $2,004,818 |
Employer contributions (assets) at end of year | 2018-12-31 | $1,016,164 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $744,227 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $3,935,327 |
Contract administrator fees | 2018-12-31 | $15,109 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2018-12-31 | No |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Unqualified |
Accountancy firm name | 2018-12-31 | TATE & TRYON |
Accountancy firm EIN | 2018-12-31 | 521855942 |
2017 : NATL ASSOCIATION OF HOME BUILDERS RETIREMENT PLAN 2017 401k financial data | ||
Total income from all sources (including contributions) | 2017-12-31 | $16,281,315 |
Total of all expenses incurred | 2017-12-31 | $7,096,727 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $7,087,914 |
Expenses. Certain deemed distributions of participant loans | 2017-12-31 | $1,122 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $4,114,770 |
Value of total assets at end of year | 2017-12-31 | $72,334,418 |
Value of total assets at beginning of year | 2017-12-31 | $63,149,830 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $7,691 |
Total interest from all sources | 2017-12-31 | $26,120 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $3,788,516 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $3,788,516 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $3,000,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $2,204,151 |
Participant contributions at end of year | 2017-12-31 | $538,778 |
Participant contributions at beginning of year | 2017-12-31 | $489,972 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $231,973 |
Other income not declared elsewhere | 2017-12-31 | $44,163 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $9,184,588 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $72,334,418 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $63,149,830 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $67,615,425 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $59,156,087 |
Interest on participant loans | 2017-12-31 | $19,662 |
Value of interest in common/collective trusts at end of year | 2017-12-31 | $2,032,983 |
Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $1,860,721 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-12-31 | $1,403,005 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-12-31 | $1,172,611 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-12-31 | $1,172,611 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2017-12-31 | $6,458 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $8,283,370 |
Net investment gain or loss from common/collective trusts | 2017-12-31 | $24,376 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $1,678,646 |
Employer contributions (assets) at end of year | 2017-12-31 | $744,227 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $470,439 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $7,087,914 |
Contract administrator fees | 2017-12-31 | $7,691 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2017-12-31 | No |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Unqualified |
Accountancy firm name | 2017-12-31 | TATE & TRYON |
Accountancy firm EIN | 2017-12-31 | 521855942 |
2016 : NATL ASSOCIATION OF HOME BUILDERS RETIREMENT PLAN 2016 401k financial data | ||
Total income from all sources (including contributions) | 2016-12-31 | $8,251,248 |
Total of all expenses incurred | 2016-12-31 | $9,341,056 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $9,335,490 |
Expenses. Certain deemed distributions of participant loans | 2016-12-31 | $1,083 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $4,120,325 |
Value of total assets at end of year | 2016-12-31 | $63,149,830 |
Value of total assets at beginning of year | 2016-12-31 | $64,239,638 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $4,483 |
Total interest from all sources | 2016-12-31 | $15,737 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $2,250,392 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $2,250,392 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $3,000,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $2,157,230 |
Participant contributions at end of year | 2016-12-31 | $489,972 |
Participant contributions at beginning of year | 2016-12-31 | $399,630 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $404,336 |
Other income not declared elsewhere | 2016-12-31 | $41,650 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $-1,089,808 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $63,149,830 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $64,239,638 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $59,156,087 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $59,207,501 |
Interest on participant loans | 2016-12-31 | $15,208 |
Value of interest in common/collective trusts at end of year | 2016-12-31 | $1,860,721 |
Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $2,568,721 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-12-31 | $1,172,611 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-12-31 | $2,063,786 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-12-31 | $2,063,786 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2016-12-31 | $529 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $1,796,414 |
Net investment gain or loss from common/collective trusts | 2016-12-31 | $26,730 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $1,558,759 |
Employer contributions (assets) at end of year | 2016-12-31 | $470,439 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $9,335,490 |
Contract administrator fees | 2016-12-31 | $4,483 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2016-12-31 | No |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | TATE & TRYON |
Accountancy firm EIN | 2016-12-31 | 521855942 |
2015 : NATL ASSOCIATION OF HOME BUILDERS RETIREMENT PLAN 2015 401k financial data | ||
Total income from all sources (including contributions) | 2015-12-31 | $4,027,283 |
Total of all expenses incurred | 2015-12-31 | $6,601,995 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $6,597,687 |
Expenses. Certain deemed distributions of participant loans | 2015-12-31 | $1,000 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $3,170,677 |
Value of total assets at end of year | 2015-12-31 | $64,239,638 |
Value of total assets at beginning of year | 2015-12-31 | $66,814,350 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $3,308 |
Total interest from all sources | 2015-12-31 | $13,768 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $3,217,203 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $3,217,203 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $3,000,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $2,104,981 |
Participant contributions at end of year | 2015-12-31 | $399,630 |
Participant contributions at beginning of year | 2015-12-31 | $444,973 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $274,502 |
Other income not declared elsewhere | 2015-12-31 | $34,308 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $-2,574,712 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $64,239,638 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $66,814,350 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $59,207,501 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $62,125,039 |
Interest on participant loans | 2015-12-31 | $13,557 |
Value of interest in common/collective trusts at end of year | 2015-12-31 | $2,568,721 |
Value of interest in common/collective trusts at beginning of year | 2015-12-31 | $2,598,513 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-12-31 | $2,063,786 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-12-31 | $1,645,825 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-12-31 | $1,645,825 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2015-12-31 | $211 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-2,400,725 |
Net investment gain or loss from common/collective trusts | 2015-12-31 | $-7,948 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $791,194 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $6,597,687 |
Contract administrator fees | 2015-12-31 | $3,308 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2015-12-31 | No |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | TATE & TRYON |
Accountancy firm EIN | 2015-12-31 | 521855942 |
2014 : NATL ASSOCIATION OF HOME BUILDERS RETIREMENT PLAN 2014 401k financial data | ||
Total income from all sources (including contributions) | 2014-12-31 | $7,905,275 |
Total of all expenses incurred | 2014-12-31 | $4,711,262 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $4,678,116 |
Expenses. Certain deemed distributions of participant loans | 2014-12-31 | $30,255 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $3,154,633 |
Value of total assets at end of year | 2014-12-31 | $66,814,350 |
Value of total assets at beginning of year | 2014-12-31 | $63,620,337 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $2,891 |
Total interest from all sources | 2014-12-31 | $16,331 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $3,924,555 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $3,924,555 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $3,000,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $2,193,247 |
Participant contributions at end of year | 2014-12-31 | $444,973 |
Participant contributions at beginning of year | 2014-12-31 | $518,802 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $72,014 |
Other income not declared elsewhere | 2014-12-31 | $34,238 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $3,194,013 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $66,814,350 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $63,620,337 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $62,125,039 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $56,621,382 |
Interest on participant loans | 2014-12-31 | $16,000 |
Value of interest in common/collective trusts at end of year | 2014-12-31 | $2,598,513 |
Value of interest in common/collective trusts at beginning of year | 2014-12-31 | $3,681,399 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-12-31 | $1,645,825 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-12-31 | $2,798,754 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-12-31 | $2,798,754 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2014-12-31 | $331 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $764,697 |
Net investment gain or loss from common/collective trusts | 2014-12-31 | $10,821 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $889,372 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $4,678,116 |
Contract administrator fees | 2014-12-31 | $2,891 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2014-12-31 | No |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | TATE & TRYON |
Accountancy firm EIN | 2014-12-31 | 521855942 |
2013 : NATL ASSOCIATION OF HOME BUILDERS RETIREMENT PLAN 2013 401k financial data | ||
Total income from all sources (including contributions) | 2013-12-31 | $14,621,313 |
Total of all expenses incurred | 2013-12-31 | $4,234,266 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $4,232,523 |
Expenses. Certain deemed distributions of participant loans | 2013-12-31 | $-1,302 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $3,332,975 |
Value of total assets at end of year | 2013-12-31 | $63,620,337 |
Value of total assets at beginning of year | 2013-12-31 | $53,233,290 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $3,045 |
Total interest from all sources | 2013-12-31 | $13,293 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $2,524,787 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $2,524,787 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $3,000,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $2,185,024 |
Participant contributions at end of year | 2013-12-31 | $518,802 |
Participant contributions at beginning of year | 2013-12-31 | $306,316 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $356,803 |
Other income not declared elsewhere | 2013-12-31 | $25,855 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $10,387,047 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $63,620,337 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $53,233,290 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $56,621,382 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $46,171,126 |
Interest on participant loans | 2013-12-31 | $12,982 |
Value of interest in common/collective trusts at end of year | 2013-12-31 | $3,681,399 |
Value of interest in common/collective trusts at beginning of year | 2013-12-31 | $3,752,112 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-12-31 | $2,798,754 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $3,003,736 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $3,003,736 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2013-12-31 | $311 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $8,743,285 |
Net investment gain or loss from common/collective trusts | 2013-12-31 | $-18,882 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $791,148 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $4,232,523 |
Contract administrator fees | 2013-12-31 | $3,045 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2013-12-31 | No |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Unqualified |
Accountancy firm name | 2013-12-31 | TATE & TRYON |
Accountancy firm EIN | 2013-12-31 | 521855942 |
2012 : NATL ASSOCIATION OF HOME BUILDERS RETIREMENT PLAN 2012 401k financial data | ||
Total income from all sources (including contributions) | 2012-12-31 | $9,156,883 |
Total of all expenses incurred | 2012-12-31 | $4,784,509 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $4,779,980 |
Expenses. Certain deemed distributions of participant loans | 2012-12-31 | $1,347 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $3,012,991 |
Value of total assets at end of year | 2012-12-31 | $53,233,290 |
Value of total assets at beginning of year | 2012-12-31 | $48,860,916 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $3,182 |
Total interest from all sources | 2012-12-31 | $13,040 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $1,115,752 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $1,115,752 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $3,000,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $2,082,035 |
Participant contributions at end of year | 2012-12-31 | $306,316 |
Participant contributions at beginning of year | 2012-12-31 | $379,554 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $76,877 |
Administrative expenses (other) incurred | 2012-12-31 | $282 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $4,372,374 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $53,233,290 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $48,860,916 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $46,171,126 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $40,819,541 |
Interest on participant loans | 2012-12-31 | $12,060 |
Value of interest in common/collective trusts at end of year | 2012-12-31 | $3,752,112 |
Value of interest in common/collective trusts at beginning of year | 2012-12-31 | $4,652,252 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-12-31 | $3,003,736 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $3,009,569 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $3,009,569 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2012-12-31 | $980 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $4,968,175 |
Net investment gain or loss from common/collective trusts | 2012-12-31 | $46,925 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $854,079 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $4,779,980 |
Contract administrator fees | 2012-12-31 | $2,900 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2012-12-31 | No |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Unqualified |
Accountancy firm name | 2012-12-31 | TATE & TRYON |
Accountancy firm EIN | 2012-12-31 | 521855942 |
2011 : NATL ASSOCIATION OF HOME BUILDERS RETIREMENT PLAN 2011 401k financial data | ||
Total income from all sources (including contributions) | 2011-12-31 | $2,788,723 |
Total of all expenses incurred | 2011-12-31 | $6,869,900 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $6,866,320 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $3,221,404 |
Value of total assets at end of year | 2011-12-31 | $48,860,916 |
Value of total assets at beginning of year | 2011-12-31 | $52,942,093 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $3,580 |
Total interest from all sources | 2011-12-31 | $14,544 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $988,994 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $988,994 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $3,000,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $2,191,329 |
Participant contributions at end of year | 2011-12-31 | $379,554 |
Participant contributions at beginning of year | 2011-12-31 | $330,977 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $148,123 |
Administrative expenses (other) incurred | 2011-12-31 | $392 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $-4,081,177 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $48,860,916 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $52,942,093 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $40,819,541 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $45,803,749 |
Interest on participant loans | 2011-12-31 | $13,833 |
Value of interest in common/collective trusts at end of year | 2011-12-31 | $4,652,252 |
Value of interest in common/collective trusts at beginning of year | 2011-12-31 | $4,605,752 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $3,009,569 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $2,201,615 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $2,201,615 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-12-31 | $711 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-1,576,272 |
Net investment gain or loss from common/collective trusts | 2011-12-31 | $140,053 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $881,952 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $6,866,320 |
Contract administrator fees | 2011-12-31 | $3,188 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2011-12-31 | No |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Unqualified |
Accountancy firm name | 2011-12-31 | TATE & TRYON |
Accountancy firm EIN | 2011-12-31 | 521855942 |
2010 : NATL ASSOCIATION OF HOME BUILDERS RETIREMENT PLAN 2010 401k financial data | ||
Total income from all sources (including contributions) | 2010-12-31 | $9,737,795 |
Total of all expenses incurred | 2010-12-31 | $5,792,406 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $5,787,994 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $3,232,109 |
Value of total assets at end of year | 2010-12-31 | $52,942,093 |
Value of total assets at beginning of year | 2010-12-31 | $48,996,704 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $4,412 |
Total interest from all sources | 2010-12-31 | $20,219 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $763,303 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $763,303 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $3,000,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $2,217,821 |
Participant contributions at end of year | 2010-12-31 | $330,977 |
Participant contributions at beginning of year | 2010-12-31 | $379,924 |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $109,805 |
Administrative expenses (other) incurred | 2010-12-31 | $687 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $3,945,389 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $52,942,093 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $48,996,704 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $45,803,749 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $38,701,098 |
Interest on participant loans | 2010-12-31 | $19,214 |
Value of interest in common/collective trusts at end of year | 2010-12-31 | $4,605,752 |
Value of interest in common/collective trusts at beginning of year | 2010-12-31 | $5,497,499 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $2,201,615 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $2,328,140 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $2,328,140 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2010-12-31 | $1,005 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $5,659,461 |
Net investment gain or loss from common/collective trusts | 2010-12-31 | $62,703 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $904,483 |
Employer contributions (assets) at beginning of year | 2010-12-31 | $2,090,043 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $5,787,994 |
Contract administrator fees | 2010-12-31 | $3,725 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2010-12-31 | No |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Unqualified |
Accountancy firm name | 2010-12-31 | TATE AND TRYON |
Accountancy firm EIN | 2010-12-31 | 521855942 |
2022: NATL ASSOCIATION OF HOME BUILDERS RETIREMENT PLAN 2022 form 5500 responses | ||
---|---|---|
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Submission has been amended | No |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: NATL ASSOCIATION OF HOME BUILDERS RETIREMENT PLAN 2021 form 5500 responses | ||
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: NATL ASSOCIATION OF HOME BUILDERS RETIREMENT PLAN 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: NATL ASSOCIATION OF HOME BUILDERS RETIREMENT PLAN 2019 form 5500 responses | ||
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: NATL ASSOCIATION OF HOME BUILDERS RETIREMENT PLAN 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: NATL ASSOCIATION OF HOME BUILDERS RETIREMENT PLAN 2017 form 5500 responses | ||
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: NATL ASSOCIATION OF HOME BUILDERS RETIREMENT PLAN 2016 form 5500 responses | ||
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: NATL ASSOCIATION OF HOME BUILDERS RETIREMENT PLAN 2015 form 5500 responses | ||
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: NATL ASSOCIATION OF HOME BUILDERS RETIREMENT PLAN 2014 form 5500 responses | ||
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: NATL ASSOCIATION OF HOME BUILDERS RETIREMENT PLAN 2013 form 5500 responses | ||
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: NATL ASSOCIATION OF HOME BUILDERS RETIREMENT PLAN 2012 form 5500 responses | ||
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: NATL ASSOCIATION OF HOME BUILDERS RETIREMENT PLAN 2011 form 5500 responses | ||
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2010: NATL ASSOCIATION OF HOME BUILDERS RETIREMENT PLAN 2010 form 5500 responses | ||
2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |
2009: NATL ASSOCIATION OF HOME BUILDERS RETIREMENT PLAN 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | Yes |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |