HENDRICKS & ASSOCIATES, INC. has sponsored the creation of one or more 401k plans.
Additional information about HENDRICKS & ASSOCIATES, INC.
Submission information for form 5500 for 401k plan HENDRICKS & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN
401k plan membership statisitcs for HENDRICKS & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN
Measure | Date | Value |
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2013: HENDRICKS & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 7 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 7 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 1 |
Total of all active and inactive participants | 2013-01-01 | 8 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 8 |
Number of participants with account balances | 2013-01-01 | 8 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: HENDRICKS & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 10 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 6 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 1 |
Total of all active and inactive participants | 2012-01-01 | 7 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 7 |
Number of participants with account balances | 2012-01-01 | 7 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: HENDRICKS & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 9 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 8 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 2 |
Total of all active and inactive participants | 2011-01-01 | 10 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 10 |
Number of participants with account balances | 2011-01-01 | 10 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 1 |
2010: HENDRICKS & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2010 401k membership |
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Total participants, beginning-of-year | 2010-01-01 | 8 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 8 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 1 |
Total of all active and inactive participants | 2010-01-01 | 9 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
Total participants | 2010-01-01 | 9 |
Number of participants with account balances | 2010-01-01 | 9 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 0 |
2009: HENDRICKS & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 7 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 7 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 1 |
Total of all active and inactive participants | 2009-01-01 | 8 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 8 |
Number of participants with account balances | 2009-01-01 | 8 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
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2013 : HENDRICKS & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2013 401k financial data |
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Total income from all sources | 2013-12-31 | $249,413 |
Expenses. Total of all expenses incurred | 2013-12-31 | $24,255 |
Benefits paid (including direct rollovers) | 2013-12-31 | $24,255 |
Total plan assets at end of year | 2013-12-31 | $1,209,657 |
Total plan assets at beginning of year | 2013-12-31 | $984,499 |
Value of fidelity bond covering the plan | 2013-12-31 | $250,000 |
Total contributions received or receivable from participants | 2013-12-31 | $41,365 |
Other income received | 2013-12-31 | $150,051 |
Net income (gross income less expenses) | 2013-12-31 | $225,158 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $1,209,657 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $984,499 |
Assets. Value of participant loans | 2013-12-31 | $37,649 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $57,997 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
2012 : HENDRICKS & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2012 401k financial data |
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Total income from all sources | 2012-12-31 | $184,371 |
Expenses. Total of all expenses incurred | 2012-12-31 | $12,418 |
Benefits paid (including direct rollovers) | 2012-12-31 | $12,418 |
Total plan assets at end of year | 2012-12-31 | $984,499 |
Total plan assets at beginning of year | 2012-12-31 | $812,546 |
Value of fidelity bond covering the plan | 2012-12-31 | $275,000 |
Total contributions received or receivable from participants | 2012-12-31 | $43,758 |
Other income received | 2012-12-31 | $75,809 |
Net income (gross income less expenses) | 2012-12-31 | $171,953 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $984,499 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $812,546 |
Assets. Value of participant loans | 2012-12-31 | $38,182 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $64,804 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
2011 : HENDRICKS & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2011 401k financial data |
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Total income from all sources | 2011-12-31 | $32,538 |
Expenses. Total of all expenses incurred | 2011-12-31 | $7,287 |
Benefits paid (including direct rollovers) | 2011-12-31 | $1,094 |
Total plan assets at end of year | 2011-12-31 | $812,546 |
Total plan assets at beginning of year | 2011-12-31 | $787,295 |
Value of fidelity bond covering the plan | 2011-12-31 | $275,000 |
Total contributions received or receivable from participants | 2011-12-31 | $44,979 |
Contributions received from other sources (not participants or employers) | 2011-12-31 | $234 |
Other income received | 2011-12-31 | $-36,568 |
Net income (gross income less expenses) | 2011-12-31 | $25,251 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $812,546 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $787,295 |
Assets. Value of participant loans | 2011-12-31 | $47,810 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $23,893 |
Value of corrective distributions | 2011-12-31 | $6,193 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
2010 : HENDRICKS & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2010 401k financial data |
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Total income from all sources | 2010-12-31 | $158,347 |
Expenses. Total of all expenses incurred | 2010-12-31 | $1,357 |
Benefits paid (including direct rollovers) | 2010-12-31 | $1,357 |
Total plan assets at end of year | 2010-12-31 | $787,295 |
Total plan assets at beginning of year | 2010-12-31 | $630,305 |
Value of fidelity bond covering the plan | 2010-12-31 | $500,000 |
Total contributions received or receivable from participants | 2010-12-31 | $41,946 |
Other income received | 2010-12-31 | $73,115 |
Net income (gross income less expenses) | 2010-12-31 | $156,990 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $787,295 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $630,305 |
Assets. Value of participant loans | 2010-12-31 | $41,466 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $43,286 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
2009 : HENDRICKS & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2009 401k financial data |
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Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
2013: HENDRICKS & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2013 form 5500 responses |
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2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Insurance | Yes |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement – Insurance | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: HENDRICKS & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2012 form 5500 responses |
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2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Insurance | Yes |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement – Insurance | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: HENDRICKS & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2011 form 5500 responses |
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2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Insurance | Yes |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement – Insurance | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2010: HENDRICKS & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2010 form 5500 responses |
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2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Submission has been amended | No |
2010-01-01 | This submission is the final filing | No |
2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-01-01 | Plan is a collectively bargained plan | No |
2010-01-01 | Plan funding arrangement – Insurance | Yes |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement – Insurance | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |
2009: HENDRICKS & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2009 form 5500 responses |
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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 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Insurance | Yes |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement – Insurance | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 ) |
Policy contract number | 788-80025 |
Policy instance | 1 |
Insurance contract or identification number | 788-80025 | Number of Individuals Covered | 9 | Insurance policy start date | 2013-01-01 | Insurance policy end date | 2013-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | Commission paid to Insurance Broker | USD $0 | Amount paid for insurance broker fees | 0 | Insurance broker organization code? | 3 | Insurance broker name | SECURITIES AMERICA, INC. |
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NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 ) |
Policy contract number | 788-80025 |
Policy instance | 1 |
Insurance contract or identification number | 788-80025 | Number of Individuals Covered | 9 | Insurance policy start date | 2011-01-01 | Insurance policy end date | 2011-12-31 | Total amount of commissions paid to insurance broker | USD $156 | Total amount of fees paid to insurance company | USD $39 | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes |
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NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 ) |
Policy contract number | 788-80025 |
Policy instance | 1 |
Insurance contract or identification number | 788-80025 | Number of Individuals Covered | 8 | Insurance policy start date | 2010-12-09 | Insurance policy end date | 2010-12-31 | Total amount of commissions paid to insurance broker | USD $139 | Total amount of fees paid to insurance company | USD $35 | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | Amount paid for insurance broker fees | 35 | Additional information about fees paid to insurance broker | THIRD PARTY ADMINISTRATOR | Insurance broker organization code? | 5 | Commission paid to Insurance Broker | USD $139 | Insurance broker name | JOHN HOLZ |
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NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 ) |
Policy contract number | 788-80025 |
Policy instance | 2 |
Insurance contract or identification number | 788-80025 | Number of Individuals Covered | 8 | Insurance policy start date | 2010-01-01 | Insurance policy end date | 2010-12-12 | Total amount of commissions paid to insurance broker | USD $13 | Total amount of fees paid to insurance company | USD $3 | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | Commission paid to Insurance Broker | USD $13 | Amount paid for insurance broker fees | 3 | Insurance broker organization code? | 3 | Insurance broker name | JOHN HOLZ |
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