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HANSON BRIDGETT LLP PROFIT SHARING PLAN 401k Plan overview

Plan NameHANSON BRIDGETT LLP PROFIT SHARING PLAN
Plan identification number 001

HANSON BRIDGETT LLP PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan covering Self-Employed individuals.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

HANSON BRIDGETT LLP has sponsored the creation of one or more 401k plans.

Company Name:HANSON BRIDGETT LLP
Employer identification number (EIN):941205338
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HANSON BRIDGETT LLP PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01JUDITH W. BOYETTE JUDITH W. BOYETTE2018-10-12
0012016-01-01JUDITH W. BOYETTE JUDITH W. BOYETTE2017-10-13
0012015-01-01JUDITH W. BOYETTE JUDITH W. BOYETTE2016-10-17
0012014-01-01JUDITH W. BOYETTE JUDITH W. BOYETTE2015-10-12
0012013-01-01JUDITH W. BOYETTE JUDITH W. BOYETTE2014-10-14
0012012-01-01JUDITH W. BOYETTE JUDITH W. BOYETTE2013-09-27
0012011-01-01SCOTT C. SMITH SCOTT C. SMITH2012-08-17
0012010-01-01SCOTT C. SMITH SCOTT C. SMITH2012-03-27
0012009-01-01SCOTT C. SMITH SCOTT C. SMITH2010-07-29

Plan Statistics for HANSON BRIDGETT LLP PROFIT SHARING PLAN

401k plan membership statisitcs for HANSON BRIDGETT LLP PROFIT SHARING PLAN

Measure Date Value
2022: HANSON BRIDGETT LLP PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01357
Total number of active participants reported on line 7a of the Form 55002022-01-01272
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0199
Total of all active and inactive participants2022-01-01371
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-012
Total participants2022-01-01373
Number of participants with account balances2022-01-01369
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-017
2021: HANSON BRIDGETT LLP PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01304
Total number of active participants reported on line 7a of the Form 55002021-01-01252
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01103
Total of all active and inactive participants2021-01-01355
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-012
Total participants2021-01-01357
Number of participants with account balances2021-01-01350
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-015
2020: HANSON BRIDGETT LLP PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01308
Total number of active participants reported on line 7a of the Form 55002020-01-01243
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0159
Total of all active and inactive participants2020-01-01302
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-012
Total participants2020-01-01304
Number of participants with account balances2020-01-01300
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-014
2019: HANSON BRIDGETT LLP PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01313
Total number of active participants reported on line 7a of the Form 55002019-01-01232
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0174
Total of all active and inactive participants2019-01-01306
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-012
Total participants2019-01-01308
Number of participants with account balances2019-01-01301
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: HANSON BRIDGETT LLP PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01291
Total number of active participants reported on line 7a of the Form 55002018-01-01229
Number of retired or separated participants receiving benefits2018-01-011
Number of other retired or separated participants entitled to future benefits2018-01-0182
Total of all active and inactive participants2018-01-01312
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-01313
Number of participants with account balances2018-01-01308
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: HANSON BRIDGETT LLP PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01289
Total number of active participants reported on line 7a of the Form 55002017-01-01221
Number of retired or separated participants receiving benefits2017-01-011
Number of other retired or separated participants entitled to future benefits2017-01-0168
Total of all active and inactive participants2017-01-01290
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-01291
Number of participants with account balances2017-01-01287
2016: HANSON BRIDGETT LLP PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01283
Total number of active participants reported on line 7a of the Form 55002016-01-01216
Number of retired or separated participants receiving benefits2016-01-011
Number of other retired or separated participants entitled to future benefits2016-01-0170
Total of all active and inactive participants2016-01-01287
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-01288
Number of participants with account balances2016-01-01277
2015: HANSON BRIDGETT LLP PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01282
Total number of active participants reported on line 7a of the Form 55002015-01-01222
Number of retired or separated participants receiving benefits2015-01-013
Number of other retired or separated participants entitled to future benefits2015-01-0156
Total of all active and inactive participants2015-01-01281
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-012
Total participants2015-01-01283
Number of participants with account balances2015-01-01264
2014: HANSON BRIDGETT LLP PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01284
Total number of active participants reported on line 7a of the Form 55002014-01-01224
Number of retired or separated participants receiving benefits2014-01-012
Number of other retired or separated participants entitled to future benefits2014-01-0155
Total of all active and inactive participants2014-01-01281
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-01282
Number of participants with account balances2014-01-01258
2013: HANSON BRIDGETT LLP PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01272
Total number of active participants reported on line 7a of the Form 55002013-01-01227
Number of retired or separated participants receiving benefits2013-01-012
Number of other retired or separated participants entitled to future benefits2013-01-0154
Total of all active and inactive participants2013-01-01283
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-01284
Number of participants with account balances2013-01-01256
2012: HANSON BRIDGETT LLP PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01254
Total number of active participants reported on line 7a of the Form 55002012-01-01220
Number of retired or separated participants receiving benefits2012-01-013
Number of other retired or separated participants entitled to future benefits2012-01-0146
Total of all active and inactive participants2012-01-01269
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-01270
Number of participants with account balances2012-01-01251
2011: HANSON BRIDGETT LLP PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01268
Total number of active participants reported on line 7a of the Form 55002011-01-01208
Number of retired or separated participants receiving benefits2011-01-013
Number of other retired or separated participants entitled to future benefits2011-01-0143
Total of all active and inactive participants2011-01-01254
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-01255
Number of participants with account balances2011-01-01237
2010: HANSON BRIDGETT LLP PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01262
Total number of active participants reported on line 7a of the Form 55002010-01-01215
Number of retired or separated participants receiving benefits2010-01-014
Number of other retired or separated participants entitled to future benefits2010-01-0145
Total of all active and inactive participants2010-01-01264
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-011
Total participants2010-01-01265
Number of participants with account balances2010-01-01248
2009: HANSON BRIDGETT LLP PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01279
Total number of active participants reported on line 7a of the Form 55002009-01-01213
Number of retired or separated participants receiving benefits2009-01-012
Number of other retired or separated participants entitled to future benefits2009-01-0147
Total of all active and inactive participants2009-01-01262
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-01263
Number of participants with account balances2009-01-01243

Financial Data on HANSON BRIDGETT LLP PROFIT SHARING PLAN

Measure Date Value
2022 : HANSON BRIDGETT LLP PROFIT SHARING PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets to this plan2022-12-31$804,133
Total transfer of assets from this plan2022-12-31$139,737
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$0
Total income from all sources (including contributions)2022-12-31$-14,999,875
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$3,641,745
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$3,458,443
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$7,634,327
Value of total assets at end of year2022-12-31$129,524,907
Value of total assets at beginning of year2022-12-31$147,502,131
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$183,302
Total interest from all sources2022-12-31$75,326
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,410,454
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$1,410,454
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$3,241,888
Participant contributions at end of year2022-12-31$844,036
Participant contributions at beginning of year2022-12-31$804,906
Participant contributions at end of year2022-12-31$108,000
Participant contributions at beginning of year2022-12-31$32,099
Assets. Other investments not covered elsewhere at end of year2022-12-31$27,355,140
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$31,085,164
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$559,291
Other income not declared elsewhere2022-12-31$-4,885,828
Administrative expenses (other) incurred2022-12-31$36,889
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-18,641,620
Value of net assets at end of year (total assets less liabilities)2022-12-31$129,524,907
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$147,502,131
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$146,413
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$94,411,489
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$109,847,144
Interest on participant loans2022-12-31$33,201
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$2,847,944
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$2,342,995
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$2,342,995
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$42,125
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-19,234,154
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$3,833,148
Employer contributions (assets) at end of year2022-12-31$3,833,498
Employer contributions (assets) at beginning of year2022-12-31$3,265,023
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$3,458,443
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$124,800
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$124,800
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31BPM LLP
Accountancy firm EIN2022-12-31814234542
2021 : HANSON BRIDGETT LLP PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets to this plan2021-12-31$142
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$26,019,439
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,531,455
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,352,993
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$7,416,925
Value of total assets at end of year2021-12-31$147,502,131
Value of total assets at beginning of year2021-12-31$123,014,005
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$178,462
Total interest from all sources2021-12-31$49,318
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,850,558
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$1,850,558
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$2,951,842
Participant contributions at end of year2021-12-31$804,906
Participant contributions at beginning of year2021-12-31$912,489
Participant contributions at end of year2021-12-31$32,099
Participant contributions at beginning of year2021-12-31$37,500
Assets. Other investments not covered elsewhere at end of year2021-12-31$31,085,164
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$28,784,782
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$1,199,339
Other income not declared elsewhere2021-12-31$3,948,751
Administrative expenses (other) incurred2021-12-31$29,759
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$24,487,984
Value of net assets at end of year (total assets less liabilities)2021-12-31$147,502,131
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$123,014,005
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$148,703
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$109,847,144
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$90,155,083
Interest on participant loans2021-12-31$35,559
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$2,342,995
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$2,261,579
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$2,261,579
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$13,759
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$12,753,887
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$3,265,744
Employer contributions (assets) at end of year2021-12-31$3,265,023
Employer contributions (assets) at beginning of year2021-12-31$737,772
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,352,993
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$124,800
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$124,800
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31BPM LLP
Accountancy firm EIN2021-12-31814234542
2020 : HANSON BRIDGETT LLP PROFIT SHARING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$2,181,859
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$6,442
Total income from all sources (including contributions)2020-12-31$19,084,009
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$2,825,582
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,683,517
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$4,922,629
Value of total assets at end of year2020-12-31$123,014,005
Value of total assets at beginning of year2020-12-31$104,580,161
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$142,065
Total interest from all sources2020-12-31$54,208
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,690,506
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$1,690,506
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$3,242,518
Participant contributions at end of year2020-12-31$912,489
Participant contributions at beginning of year2020-12-31$888,958
Participant contributions at end of year2020-12-31$37,500
Participant contributions at beginning of year2020-12-31$120,118
Assets. Other investments not covered elsewhere at end of year2020-12-31$28,784,782
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$24,132,392
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$1,149,513
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$6,442
Other income not declared elsewhere2020-12-31$3,928,698
Administrative expenses (other) incurred2020-12-31$51,187
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$16,258,427
Value of net assets at end of year (total assets less liabilities)2020-12-31$123,014,005
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$104,573,719
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$90,878
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$90,155,083
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$74,312,610
Interest on participant loans2020-12-31$46,738
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$2,261,579
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$1,701,953
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$1,701,953
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$7,470
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$8,487,968
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$530,598
Employer contributions (assets) at end of year2020-12-31$737,772
Employer contributions (assets) at beginning of year2020-12-31$3,299,330
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,683,517
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$124,800
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$124,800
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31BPM LLP
Accountancy firm EIN2020-12-31814234542
2019 : HANSON BRIDGETT LLP PROFIT SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets from this plan2019-12-31$1,579,695
Total transfer of assets from this plan2019-12-31$1,579,695
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$6,442
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$6,442
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$3,079,017
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$3,079,017
Total income from all sources (including contributions)2019-12-31$24,806,574
Total income from all sources (including contributions)2019-12-31$24,806,574
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$5,636,584
Total of all expenses incurred2019-12-31$5,636,584
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$5,560,146
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$5,560,146
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$5,889,539
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$5,889,539
Value of total assets at end of year2019-12-31$104,580,161
Value of total assets at end of year2019-12-31$104,580,161
Value of total assets at beginning of year2019-12-31$90,062,441
Value of total assets at beginning of year2019-12-31$90,062,441
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$76,438
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$76,438
Total interest from all sources2019-12-31$80,063
Total interest from all sources2019-12-31$80,063
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,853,424
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,853,424
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,853,424
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,853,424
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31Yes
If this is an individual account plan, was there a blackout period2019-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$2,362,941
Contributions received from participants2019-12-31$2,362,941
Participant contributions at end of year2019-12-31$888,958
Participant contributions at end of year2019-12-31$888,958
Participant contributions at beginning of year2019-12-31$970,626
Participant contributions at beginning of year2019-12-31$970,626
Participant contributions at end of year2019-12-31$120,118
Participant contributions at end of year2019-12-31$120,118
Participant contributions at beginning of year2019-12-31$27,500
Participant contributions at beginning of year2019-12-31$27,500
Assets. Other investments not covered elsewhere at end of year2019-12-31$24,132,392
Assets. Other investments not covered elsewhere at end of year2019-12-31$24,132,392
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$436,241
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$436,241
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$6,442
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$6,442
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$3,079,017
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$3,079,017
Other income not declared elsewhere2019-12-31$3,263,315
Other income not declared elsewhere2019-12-31$3,263,315
Administrative expenses (other) incurred2019-12-31$47,939
Administrative expenses (other) incurred2019-12-31$47,939
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$19,169,990
Value of net income/loss2019-12-31$19,169,990
Value of net assets at end of year (total assets less liabilities)2019-12-31$104,573,719
Value of net assets at end of year (total assets less liabilities)2019-12-31$104,573,719
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$86,983,424
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$86,983,424
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$28,499
Investment advisory and management fees2019-12-31$28,499
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$74,312,610
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$74,312,610
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$73,154,052
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$73,154,052
Interest on participant loans2019-12-31$45,580
Interest on participant loans2019-12-31$45,580
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$1,701,953
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$1,701,953
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$6,834,028
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$6,834,028
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$6,834,028
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$6,834,028
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$34,483
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$34,483
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$13,720,233
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$13,720,233
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$3,090,357
Contributions received in cash from employer2019-12-31$3,090,357
Employer contributions (assets) at end of year2019-12-31$3,299,330
Employer contributions (assets) at end of year2019-12-31$3,299,330
Employer contributions (assets) at beginning of year2019-12-31$3,215,693
Employer contributions (assets) at beginning of year2019-12-31$3,215,693
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$5,560,146
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$5,560,146
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31Yes
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31Yes
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$124,800
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$124,800
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$5,860,542
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$5,860,542
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BPM LLP
Accountancy firm name2019-12-31BPM LLP
Accountancy firm EIN2019-12-31814234542
Accountancy firm EIN2019-12-31814234542
2018 : HANSON BRIDGETT LLP PROFIT SHARING PLAN 2018 401k financial data
Unrealized appreciation/depreciation of real estate assets2018-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$0
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$1,121,600
Total transfer of assets from this plan2018-12-31$3,247,512
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$3,079,017
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$1,121,074
Expenses. Interest paid2018-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022018-12-31$0
Total income from all sources (including contributions)2018-12-31$1,692,517
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,873,534
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,803,401
Expenses. Certain deemed distributions of participant loans2018-12-31$0
Value of total corrective distributions2018-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$6,330,643
Value of total assets at end of year2018-12-31$90,062,441
Value of total assets at beginning of year2018-12-31$90,411,427
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$70,133
Total income from rents2018-12-31$0
Total interest from all sources2018-12-31$103,073
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$3,418,182
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$3,418,182
Assets. Real estate other than employer real property at end of year2018-12-31$0
Assets. Real estate other than employer real property at beginning of year2018-12-31$0
Administrative expenses professional fees incurred2018-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2018-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2018-12-31$0
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$2,297,338
Participant contributions at end of year2018-12-31$970,626
Participant contributions at beginning of year2018-12-31$972,893
Participant contributions at end of year2018-12-31$27,500
Participant contributions at beginning of year2018-12-31$120,500
Assets. Other investments not covered elsewhere at end of year2018-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$817,612
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$0
Assets. Loans (other than to participants) at end of year2018-12-31$0
Assets. Loans (other than to participants) at beginning of year2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$3,079,017
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$1,121,074
Other income not declared elsewhere2018-12-31$72,762
Administrative expenses (other) incurred2018-12-31$70,133
Liabilities. Value of operating payables at end of year2018-12-31$0
Liabilities. Value of operating payables at beginning of year2018-12-31$0
Total non interest bearing cash at end of year2018-12-31$0
Total non interest bearing cash at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Income. Non cash contributions2018-12-31$0
Value of net income/loss2018-12-31$-181,017
Value of net assets at end of year (total assets less liabilities)2018-12-31$86,983,424
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$89,290,353
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Assets. partnership/joint venture interests at end of year2018-12-31$0
Assets. partnership/joint venture interests at beginning of year2018-12-31$0
Investment advisory and management fees2018-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$73,154,052
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$76,374,565
Value of interest in pooled separate accounts at end of year2018-12-31$0
Value of interest in pooled separate accounts at beginning of year2018-12-31$0
Interest on participant loans2018-12-31$45,995
Income. Interest from loans (other than to participants)2018-12-31$0
Interest earned on other investments2018-12-31$0
Income. Interest from US Government securities2018-12-31$0
Income. Interest from corporate debt instruments2018-12-31$0
Value of interest in master investment trust accounts at end of year2018-12-31$0
Value of interest in master investment trust accounts at beginning of year2018-12-31$0
Value of interest in common/collective trusts at end of year2018-12-31$0
Value of interest in common/collective trusts at beginning of year2018-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$6,834,028
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$4,636,743
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$4,636,743
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$57,078
Assets. Value of investments in 103.12 investment entities at end of year2018-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2018-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$211,956
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$0
Asset value of US Government securities at end of year2018-12-31$0
Asset value of US Government securities at beginning of year2018-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-8,232,143
Net investment gain/loss from pooled separate accounts2018-12-31$0
Net investment gain or loss from common/collective trusts2018-12-31$0
Net gain/loss from 103.12 investment entities2018-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Assets. Invements in employer securities at end of year2018-12-31$0
Assets. Invements in employer securities at beginning of year2018-12-31$0
Assets. Value of employer real property at end of year2018-12-31$0
Assets. Value of employer real property at beginning of year2018-12-31$0
Contributions received in cash from employer2018-12-31$3,215,693
Employer contributions (assets) at end of year2018-12-31$3,215,693
Employer contributions (assets) at beginning of year2018-12-31$2,765,483
Income. Dividends from preferred stock2018-12-31$0
Income. Dividends from common stock2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,803,401
Asset. Corporate debt instrument preferred debt at end of year2018-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2018-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2018-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2018-12-31$0
Contract administrator fees2018-12-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$5,860,542
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$5,329,287
Liabilities. Value of benefit claims payable at end of year2018-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2018-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2018-12-31$0
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$0
Aggregate carrying amount (costs) on sale of assets2018-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2018-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2018-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31BPM LLP
Accountancy firm EIN2018-12-31814234542
2017 : HANSON BRIDGETT LLP PROFIT SHARING PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$87,360
Total unrealized appreciation/depreciation of assets2017-12-31$87,360
Total transfer of assets from this plan2017-12-31$5,310,896
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$1,121,074
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$754,987
Total income from all sources (including contributions)2017-12-31$17,301,820
Total of all expenses incurred2017-12-31$3,600,433
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$3,514,449
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$4,994,523
Value of total assets at end of year2017-12-31$90,411,427
Value of total assets at beginning of year2017-12-31$81,654,849
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$85,984
Total interest from all sources2017-12-31$3,010,088
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$2,117,128
Participant contributions at end of year2017-12-31$972,893
Participant contributions at beginning of year2017-12-31$886,773
Participant contributions at end of year2017-12-31$120,500
Participant contributions at beginning of year2017-12-31$107,333
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$111,912
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$1,121,074
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$754,987
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$13,701,387
Value of net assets at end of year (total assets less liabilities)2017-12-31$89,290,353
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$80,899,862
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$85,984
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$76,374,565
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$63,681,762
Interest on participant loans2017-12-31$44,035
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$4,636,743
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$4,674,927
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$4,674,927
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$2,966,053
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$211,956
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$200,474
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$9,209,849
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$2,765,483
Employer contributions (assets) at end of year2017-12-31$2,765,483
Employer contributions (assets) at beginning of year2017-12-31$2,598,975
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$3,514,449
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$5,329,287
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$9,504,605
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31MARCUM LLP
Accountancy firm EIN2017-12-31111986323
2016 : HANSON BRIDGETT LLP PROFIT SHARING PLAN 2016 401k financial data
Total transfer of assets to this plan2016-12-31$337,033
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$754,987
Total income from all sources (including contributions)2016-12-31$10,701,722
Total loss/gain on sale of assets2016-12-31$-502
Total of all expenses incurred2016-12-31$3,064,042
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$2,988,752
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$4,752,502
Value of total assets at end of year2016-12-31$81,654,849
Value of total assets at beginning of year2016-12-31$72,925,149
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$75,290
Total interest from all sources2016-12-31$1,986,562
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$12,068
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,990,089
Participant contributions at end of year2016-12-31$886,773
Participant contributions at beginning of year2016-12-31$900,516
Participant contributions at end of year2016-12-31$107,333
Participant contributions at beginning of year2016-12-31$132,500
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$163,438
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$754,987
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$7,637,680
Value of net assets at end of year (total assets less liabilities)2016-12-31$80,899,862
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$72,925,149
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Assets. partnership/joint venture interests at end of year2016-12-31$37,440
Assets. partnership/joint venture interests at beginning of year2016-12-31$37,942
Investment advisory and management fees2016-12-31$79,964
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$63,681,762
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$55,035,123
Interest on participant loans2016-12-31$41,189
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$4,674,927
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$4,414,981
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$4,414,981
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$1,945,373
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$200,474
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$188,406
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$3,951,092
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$2,598,975
Employer contributions (assets) at end of year2016-12-31$2,598,975
Employer contributions (assets) at beginning of year2016-12-31$2,562,327
Income. Dividends from common stock2016-12-31$12,068
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$2,988,752
Contract administrator fees2016-12-31$-4,674
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$9,467,165
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$9,653,354
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate carrying amount (costs) on sale of assets2016-12-31$502
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31MARCUM LLP
Accountancy firm EIN2016-12-31111986323
2015 : HANSON BRIDGETT LLP PROFIT SHARING PLAN 2015 401k financial data
Total transfer of assets from this plan2015-12-31$5,034,490
Total income from all sources (including contributions)2015-12-31$4,240,197
Total of all expenses incurred2015-12-31$1,202,007
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,143,501
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$4,629,866
Value of total assets at end of year2015-12-31$72,925,149
Value of total assets at beginning of year2015-12-31$74,921,449
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$58,506
Total interest from all sources2015-12-31$2,305,117
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,913,493
Participant contributions at end of year2015-12-31$900,516
Participant contributions at beginning of year2015-12-31$909,082
Participant contributions at end of year2015-12-31$132,500
Participant contributions at beginning of year2015-12-31$139,899
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$154,046
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$3,038,190
Value of net assets at end of year (total assets less liabilities)2015-12-31$72,925,149
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$74,921,449
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Assets. partnership/joint venture interests at end of year2015-12-31$37,942
Assets. partnership/joint venture interests at beginning of year2015-12-31$39,757
Investment advisory and management fees2015-12-31$60,513
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$55,035,123
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$55,871,012
Interest on participant loans2015-12-31$40,111
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$4,414,981
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$4,974,219
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$4,974,219
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$2,265,006
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$188,406
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$176,556
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-2,694,786
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$2,562,327
Employer contributions (assets) at end of year2015-12-31$2,562,327
Employer contributions (assets) at beginning of year2015-12-31$2,474,757
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,143,501
Contract administrator fees2015-12-31$-2,007
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$9,653,354
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$10,336,167
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31MARCUM LLP
Accountancy firm EIN2015-12-31111986232
2014 : HANSON BRIDGETT LLP PROFIT SHARING PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$0
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets from this plan2014-12-31$446,975
Total income from all sources (including contributions)2014-12-31$10,184,009
Total of all expenses incurred2014-12-31$1,951,935
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,888,839
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$4,561,447
Value of total assets at end of year2014-12-31$74,921,449
Value of total assets at beginning of year2014-12-31$67,136,350
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$63,096
Total interest from all sources2014-12-31$3,905,309
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2014-12-31$25,950
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,753,959
Participant contributions at end of year2014-12-31$909,082
Participant contributions at beginning of year2014-12-31$863,149
Participant contributions at end of year2014-12-31$139,899
Participant contributions at beginning of year2014-12-31$149,879
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$332,732
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$8,232,074
Value of net assets at end of year (total assets less liabilities)2014-12-31$74,921,449
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$67,136,350
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Assets. partnership/joint venture interests at end of year2014-12-31$39,757
Assets. partnership/joint venture interests at beginning of year2014-12-31$33,864
Investment advisory and management fees2014-12-31$65,839
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$55,871,012
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$50,070,297
Interest on participant loans2014-12-31$40,513
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$4,974,219
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$4,837,634
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$4,837,634
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$3,864,796
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$176,556
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$165,182
Asset value of US Government securities at beginning of year2014-12-31$84,890
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,717,253
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$2,474,756
Employer contributions (assets) at end of year2014-12-31$2,474,757
Employer contributions (assets) at beginning of year2014-12-31$2,396,032
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,888,839
Contract administrator fees2014-12-31$-2,743
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$10,336,167
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$8,509,473
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31LAUTZE & LAUTZE
Accountancy firm EIN2014-12-31942513310
2013 : HANSON BRIDGETT LLP PROFIT SHARING PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$20,601
Total unrealized appreciation/depreciation of assets2013-12-31$20,601
Total transfer of assets to this plan2013-12-31$41,487
Total income from all sources (including contributions)2013-12-31$13,159,576
Total of all expenses incurred2013-12-31$5,018,443
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$5,015,525
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$4,501,482
Value of total assets at end of year2013-12-31$67,136,350
Value of total assets at beginning of year2013-12-31$58,953,730
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$2,918
Total interest from all sources2013-12-31$1,820,754
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Assets. Corporate prefeered stocks other than exployer securities at end of year2013-12-31$25,950
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2013-12-31$43,346
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,735,078
Participant contributions at end of year2013-12-31$863,149
Participant contributions at beginning of year2013-12-31$783,815
Participant contributions at end of year2013-12-31$149,879
Participant contributions at beginning of year2013-12-31$103,380
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$370,371
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$8,141,133
Value of net assets at end of year (total assets less liabilities)2013-12-31$67,136,350
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$58,953,730
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Assets. partnership/joint venture interests at end of year2013-12-31$33,864
Assets. partnership/joint venture interests at beginning of year2013-12-31$34,010
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$50,070,297
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$41,703,654
Interest on participant loans2013-12-31$36,395
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$4,837,634
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$5,294,479
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$5,294,479
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$1,784,359
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$165,182
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$154,137
Asset value of US Government securities at end of year2013-12-31$84,890
Asset value of US Government securities at beginning of year2013-12-31$626,453
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$6,816,739
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$2,396,033
Employer contributions (assets) at end of year2013-12-31$2,396,032
Employer contributions (assets) at beginning of year2013-12-31$2,226,423
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$5,015,525
Contract administrator fees2013-12-31$2,918
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$8,509,473
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$7,984,033
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31LAUTZE & LAUTZE
Accountancy firm EIN2013-12-31942513310
2012 : HANSON BRIDGETT LLP PROFIT SHARING PLAN 2012 401k financial data
Total transfer of assets from this plan2012-12-31$3,351,794
Total income from all sources (including contributions)2012-12-31$9,531,647
Total of all expenses incurred2012-12-31$1,719,527
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,713,244
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$4,289,257
Value of total assets at end of year2012-12-31$58,953,730
Value of total assets at beginning of year2012-12-31$54,493,404
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$6,283
Total interest from all sources2012-12-31$1,007,763
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Assets. Corporate prefeered stocks other than exployer securities at end of year2012-12-31$43,346
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2012-12-31$15,492
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,577,581
Participant contributions at end of year2012-12-31$783,815
Participant contributions at beginning of year2012-12-31$779,531
Participant contributions at end of year2012-12-31$103,380
Participant contributions at beginning of year2012-12-31$128,837
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$485,253
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$7,812,120
Value of net assets at end of year (total assets less liabilities)2012-12-31$58,953,730
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$54,493,404
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Assets. partnership/joint venture interests at end of year2012-12-31$34,010
Assets. partnership/joint venture interests at beginning of year2012-12-31$28,964
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$41,703,654
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$37,295,334
Interest on participant loans2012-12-31$35,002
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$5,294,479
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$4,454,944
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$4,454,944
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$972,761
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$154,137
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$382,190
Asset value of US Government securities at end of year2012-12-31$626,453
Asset value of US Government securities at beginning of year2012-12-31$700,652
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$4,234,627
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$2,226,423
Employer contributions (assets) at end of year2012-12-31$2,226,423
Employer contributions (assets) at beginning of year2012-12-31$2,193,865
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,713,244
Asset. Corporate debt instrument debt (other) at end of year2012-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$107
Contract administrator fees2012-12-31$6,283
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$7,984,033
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$8,513,488
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31LAUTZE AND LAUTZE
Accountancy firm EIN2012-12-31942513310
2011 : HANSON BRIDGETT LLP PROFIT SHARING PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$25,028
Total unrealized appreciation/depreciation of assets2011-12-31$25,028
Total transfer of assets to this plan2011-12-31$103,589
Total income from all sources (including contributions)2011-12-31$4,396,936
Total of all expenses incurred2011-12-31$4,741,444
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$4,732,626
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$4,383,879
Value of total assets at end of year2011-12-31$54,493,404
Value of total assets at beginning of year2011-12-31$54,734,323
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$8,818
Total interest from all sources2011-12-31$1,040,140
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Assets. Corporate prefeered stocks other than exployer securities at end of year2011-12-31$15,492
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2011-12-31$17,876
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$1,626,310
Participant contributions at end of year2011-12-31$779,531
Participant contributions at beginning of year2011-12-31$803,579
Participant contributions at end of year2011-12-31$128,837
Participant contributions at beginning of year2011-12-31$133,264
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$563,704
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-344,508
Value of net assets at end of year (total assets less liabilities)2011-12-31$54,493,404
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$54,734,323
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Assets. partnership/joint venture interests at end of year2011-12-31$28,964
Assets. partnership/joint venture interests at beginning of year2011-12-31$28,718
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$37,295,334
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$38,536,028
Interest on participant loans2011-12-31$37,038
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$4,454,944
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$5,562,930
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$5,562,930
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$1,003,102
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$382,190
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$357,407
Asset value of US Government securities at end of year2011-12-31$700,652
Asset value of US Government securities at beginning of year2011-12-31$764,437
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-1,052,111
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$2,193,865
Employer contributions (assets) at end of year2011-12-31$2,193,865
Employer contributions (assets) at beginning of year2011-12-31$2,068,212
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$4,732,626
Asset. Corporate debt instrument debt (other) at end of year2011-12-31$107
Contract administrator fees2011-12-31$8,818
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$8,513,488
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$6,461,872
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31LAUTZE AND LAUTZE
Accountancy firm EIN2011-12-31942513310
2010 : HANSON BRIDGETT LLP PROFIT SHARING PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$17,600
Total unrealized appreciation/depreciation of assets2010-12-31$17,600
Total transfer of assets from this plan2010-12-31$1,436,761
Total income from all sources (including contributions)2010-12-31$9,159,217
Total loss/gain on sale of assets2010-12-31$-23,723
Total of all expenses incurred2010-12-31$4,984,907
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$4,963,319
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$3,789,416
Value of total assets at end of year2010-12-31$54,734,323
Value of total assets at beginning of year2010-12-31$51,996,774
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$21,588
Total interest from all sources2010-12-31$621,861
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Assets. Corporate prefeered stocks other than exployer securities at end of year2010-12-31$17,876
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2010-12-31$16,943
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$1,572,186
Participant contributions at end of year2010-12-31$803,579
Participant contributions at beginning of year2010-12-31$862,586
Participant contributions at end of year2010-12-31$133,264
Participant contributions at beginning of year2010-12-31$118,132
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$149,018
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$4,174,310
Value of net assets at end of year (total assets less liabilities)2010-12-31$54,734,323
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$51,996,774
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Assets. partnership/joint venture interests at end of year2010-12-31$28,718
Assets. partnership/joint venture interests at beginning of year2010-12-31$365,218
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$38,536,028
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$37,603,960
Interest on participant loans2010-12-31$37,800
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$5,562,930
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$4,960,976
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$4,960,976
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$584,061
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$357,407
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$321,307
Asset value of US Government securities at end of year2010-12-31$764,437
Asset value of US Government securities at beginning of year2010-12-31$419,525
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$4,754,063
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$2,068,212
Employer contributions (assets) at end of year2010-12-31$2,068,212
Employer contributions (assets) at beginning of year2010-12-31$2,156,342
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$4,963,319
Contract administrator fees2010-12-31$21,588
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$6,461,872
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$5,171,785
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$312,777
Aggregate carrying amount (costs) on sale of assets2010-12-31$336,500
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31LAUTZE & LAUTZE
Accountancy firm EIN2010-12-31942513310

Form 5500 Responses for HANSON BRIDGETT LLP PROFIT SHARING PLAN

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

Insurance Providers Used on plan

NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number10-978-029
Policy instance 1
Insurance contract or identification number10-978-029
Number of Individuals Covered0
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?1
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees0
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number10-978-029
Policy instance 1
Insurance contract or identification number10-978-029
Number of Individuals Covered1
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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