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HANSON BRIDGETT LLP ASSOCIATE 401(K) PLAN 401k Plan overview

Plan NameHANSON BRIDGETT LLP ASSOCIATE 401(K) PLAN
Plan identification number 002

HANSON BRIDGETT LLP ASSOCIATE 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • 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 ASSOCIATE 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022019-01-01
0022018-01-01
0022017-01-01JUDITH W. BOYETTE JUDITH W. BOYETTE2018-10-12
0022016-01-01JUDITH W. BOYETTE JUDITH W. BOYETTE2017-10-13
0022015-01-01JUDITH W. BOYETTE JUDITH W. BOYETTE2016-10-17
0022014-01-01JUDITH W. BOYETTE JUDITH W. BOYETTE2015-10-12
0022013-01-01JUDITH W. BOYETTE JUDITH W. BOYETTE2014-10-14
0022012-01-01JUDITH W. BOYETTE JUDITH W. BOYETTE2013-09-27
0022011-01-01SCOTT C. SMITH SCOTT C. SMITH2012-08-06
0022009-01-01SCOTT C. SMITH SCOTT C. SMITH2010-07-29

Plan Statistics for HANSON BRIDGETT LLP ASSOCIATE 401(K) PLAN

401k plan membership statisitcs for HANSON BRIDGETT LLP ASSOCIATE 401(K) PLAN

Measure Date Value
2022: HANSON BRIDGETT LLP ASSOCIATE 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01176
Total number of active participants reported on line 7a of the Form 55002022-01-01136
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0155
Total of all active and inactive participants2022-01-01191
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-012
Total participants2022-01-01193
Number of participants with account balances2022-01-01182
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: HANSON BRIDGETT LLP ASSOCIATE 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01151
Total number of active participants reported on line 7a of the Form 55002021-01-01125
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0150
Total of all active and inactive participants2021-01-01175
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-01176
Number of participants with account balances2021-01-01170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: HANSON BRIDGETT LLP ASSOCIATE 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01146
Total number of active participants reported on line 7a of the Form 55002020-01-01113
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0137
Total of all active and inactive participants2020-01-01150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-01151
Number of participants with account balances2020-01-01146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: HANSON BRIDGETT LLP ASSOCIATE 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01152
Total number of active participants reported on line 7a of the Form 55002019-01-01106
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0139
Total of all active and inactive participants2019-01-01145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01146
Number of participants with account balances2019-01-01142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: HANSON BRIDGETT LLP ASSOCIATE 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01143
Total number of active participants reported on line 7a of the Form 55002018-01-0194
Number of retired or separated participants receiving benefits2018-01-011
Number of other retired or separated participants entitled to future benefits2018-01-0156
Total of all active and inactive participants2018-01-01151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-01152
Number of participants with account balances2018-01-01142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: HANSON BRIDGETT LLP ASSOCIATE 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01134
Total number of active participants reported on line 7a of the Form 55002017-01-0193
Number of retired or separated participants receiving benefits2017-01-011
Number of other retired or separated participants entitled to future benefits2017-01-0148
Total of all active and inactive participants2017-01-01142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-01143
Number of participants with account balances2017-01-01136
2016: HANSON BRIDGETT LLP ASSOCIATE 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01127
Total number of active participants reported on line 7a of the Form 55002016-01-0186
Number of other retired or separated participants entitled to future benefits2016-01-0148
Total of all active and inactive participants2016-01-01134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-01135
Number of participants with account balances2016-01-01124
2015: HANSON BRIDGETT LLP ASSOCIATE 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01131
Total number of active participants reported on line 7a of the Form 55002015-01-0185
Number of retired or separated participants receiving benefits2015-01-011
Number of other retired or separated participants entitled to future benefits2015-01-0140
Total of all active and inactive participants2015-01-01126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-01127
Number of participants with account balances2015-01-01114
2014: HANSON BRIDGETT LLP ASSOCIATE 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01133
Total number of active participants reported on line 7a of the Form 55002014-01-0191
Number of retired or separated participants receiving benefits2014-01-011
Number of other retired or separated participants entitled to future benefits2014-01-0139
Total of all active and inactive participants2014-01-01131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01131
Number of participants with account balances2014-01-01111
2013: HANSON BRIDGETT LLP ASSOCIATE 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01131
Total number of active participants reported on line 7a of the Form 55002013-01-0189
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0144
Total of all active and inactive participants2013-01-01133
Total participants2013-01-01133
Number of participants with account balances2013-01-01109
2012: HANSON BRIDGETT LLP ASSOCIATE 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01121
Total number of active participants reported on line 7a of the Form 55002012-01-0189
Number of retired or separated participants receiving benefits2012-01-011
Number of other retired or separated participants entitled to future benefits2012-01-0143
Total of all active and inactive participants2012-01-01133
Total participants2012-01-01133
Number of participants with account balances2012-01-01110
2011: HANSON BRIDGETT LLP ASSOCIATE 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01120
Total number of active participants reported on line 7a of the Form 55002011-01-0180
Number of other retired or separated participants entitled to future benefits2011-01-0140
Total of all active and inactive participants2011-01-01120
Total participants2011-01-01120
Number of participants with account balances2011-01-01103
2009: HANSON BRIDGETT LLP ASSOCIATE 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01121
Total number of active participants reported on line 7a of the Form 55002009-01-0185
Number of other retired or separated participants entitled to future benefits2009-01-0134
Total of all active and inactive participants2009-01-01119
Total participants2009-01-01119
Number of participants with account balances2009-01-01102

Financial Data on HANSON BRIDGETT LLP ASSOCIATE 401(K) PLAN

Measure Date Value
2022 : HANSON BRIDGETT LLP ASSOCIATE 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets to this plan2022-12-31$139,737
Total transfer of assets from this plan2022-12-31$804,133
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$0
Total income from all sources (including contributions)2022-12-31$-2,756,300
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$2,928,311
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$2,832,718
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,669,874
Value of total assets at end of year2022-12-31$33,058,462
Value of total assets at beginning of year2022-12-31$39,407,469
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$95,593
Total interest from all sources2022-12-31$29,606
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$338,718
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$338,718
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$2,246,203
Participant contributions at end of year2022-12-31$177,805
Participant contributions at beginning of year2022-12-31$167,054
Assets. Other investments not covered elsewhere at end of year2022-12-31$8,168,299
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$8,753,733
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$423,671
Other income not declared elsewhere2022-12-31$-1,168,737
Administrative expenses (other) incurred2022-12-31$15,435
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-5,684,611
Value of net assets at end of year (total assets less liabilities)2022-12-31$33,058,462
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$39,407,469
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$80,158
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$22,908,191
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$28,870,290
Interest on participant loans2022-12-31$7,043
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$1,528,716
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$1,354,542
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$1,354,542
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$22,563
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$275,451
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$261,850
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$3,525
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-4,625,761
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$2,829,193
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 ASSOCIATE 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets from 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$6,364,905
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$902,731
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$790,291
Value of total corrective distributions2021-12-31$10,895
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,057,600
Value of total assets at end of year2021-12-31$39,407,469
Value of total assets at beginning of year2021-12-31$33,945,437
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$101,545
Total interest from all sources2021-12-31$9,465
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$462,659
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$462,659
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$1,939,181
Participant contributions at end of year2021-12-31$167,054
Participant contributions at beginning of year2021-12-31$132,284
Assets. Other investments not covered elsewhere at end of year2021-12-31$8,753,733
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$7,093,396
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$118,419
Other income not declared elsewhere2021-12-31$724,910
Administrative expenses (other) incurred2021-12-31$13,692
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$5,462,174
Value of net assets at end of year (total assets less liabilities)2021-12-31$39,407,469
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$33,945,437
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$87,853
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$28,870,290
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$25,070,045
Interest on participant loans2021-12-31$5,812
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$1,354,542
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$1,401,039
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$1,401,039
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$3,653
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$261,850
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$248,673
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$3,525
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$3,110,271
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$786,766
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 ASSOCIATE 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets from 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$0
Total income from all sources (including contributions)2020-12-31$5,952,080
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$2,226,527
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,077,498
Value of total corrective distributions2020-12-31$57,144
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,043,484
Value of total assets at end of year2020-12-31$33,945,437
Value of total assets at beginning of year2020-12-31$32,401,743
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$91,885
Total interest from all sources2020-12-31$10,112
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$504,899
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$504,899
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$1,748,204
Participant contributions at end of year2020-12-31$132,284
Participant contributions at beginning of year2020-12-31$110,083
Assets. Other investments not covered elsewhere at end of year2020-12-31$7,093,396
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$6,247,835
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$295,280
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$6,442
Other income not declared elsewhere2020-12-31$714,014
Administrative expenses (other) incurred2020-12-31$12,750
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$3,725,553
Value of net assets at end of year (total assets less liabilities)2020-12-31$33,945,437
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$32,401,743
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$79,135
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$25,070,045
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$24,487,136
Interest on participant loans2020-12-31$4,797
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$1,401,039
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$1,314,342
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$1,314,342
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$5,315
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$248,673
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$235,905
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$3,525
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$2,679,571
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,073,973
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 ASSOCIATE 401(K) 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 to this plan2019-12-31$1,579,695
Total transfer of assets to 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$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$7,275,779
Total income from all sources (including contributions)2019-12-31$7,275,779
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$2,711,732
Total of all expenses incurred2019-12-31$2,711,732
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,665,208
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,665,208
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,582,837
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,582,837
Value of total assets at end of year2019-12-31$32,401,743
Value of total assets at end of year2019-12-31$32,401,743
Value of total assets at beginning of year2019-12-31$26,258,001
Value of total assets at beginning of year2019-12-31$26,258,001
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$46,524
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$46,524
Total interest from all sources2019-12-31$31,665
Total interest from all sources2019-12-31$31,665
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$577,210
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$577,210
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$577,210
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$577,210
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$1,472,571
Contributions received from participants2019-12-31$1,472,571
Participant contributions at end of year2019-12-31$110,083
Participant contributions at end of year2019-12-31$110,083
Participant contributions at beginning of year2019-12-31$122,030
Participant contributions at beginning of year2019-12-31$122,030
Assets. Other investments not covered elsewhere at end of year2019-12-31$6,247,835
Assets. Other investments not covered elsewhere at end of year2019-12-31$6,247,835
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$110,266
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$110,266
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$6,442
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$6,442
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$3,079,017
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$3,079,017
Other income not declared elsewhere2019-12-31$693,554
Other income not declared elsewhere2019-12-31$693,554
Administrative expenses (other) incurred2019-12-31$24,273
Administrative expenses (other) incurred2019-12-31$24,273
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$4,564,047
Value of net income/loss2019-12-31$4,564,047
Value of net assets at end of year (total assets less liabilities)2019-12-31$32,401,743
Value of net assets at end of year (total assets less liabilities)2019-12-31$32,401,743
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$26,258,001
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$26,258,001
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$22,251
Investment advisory and management fees2019-12-31$22,251
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$24,487,136
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$24,487,136
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$19,967,095
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$19,967,095
Interest on participant loans2019-12-31$4,562
Interest on participant loans2019-12-31$4,562
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$1,314,342
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$1,314,342
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$2,178,909
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$2,178,909
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$2,178,909
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$2,178,909
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$27,103
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$27,103
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$235,905
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$235,905
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$223,644
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$223,644
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$4,390,513
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$4,390,513
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,665,208
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,665,208
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$0
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$687,306
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$687,306
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 ASSOCIATE 401(K) 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$3,247,512
Total transfer of assets from this plan2018-12-31$1,121,600
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
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$690,837
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,455,828
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,422,940
Expenses. Certain deemed distributions of participant loans2018-12-31$0
Value of total corrective distributions2018-12-31$768
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,870,027
Value of total assets at end of year2018-12-31$26,258,001
Value of total assets at beginning of year2018-12-31$24,897,080
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$32,120
Total income from rents2018-12-31$0
Total interest from all sources2018-12-31$47,561
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,009,172
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$1,009,172
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$1,213,243
Participant contributions at end of year2018-12-31$122,030
Participant contributions at beginning of year2018-12-31$95,735
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$0
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$656,784
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$3,079,017
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$1,121,074
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$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$0
Other income not declared elsewhere2018-12-31$-401,043
Administrative expenses (other) incurred2018-12-31$32,120
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$0
Value of net income/loss2018-12-31$-764,991
Value of net assets at end of year (total assets less liabilities)2018-12-31$26,258,001
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$24,897,080
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$19,967,095
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$21,293,338
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$5,262
Income. Interest from loans (other than to participants)2018-12-31$0
Interest earned on other investments2018-12-31$11,688
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$2,178,909
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$1,435,547
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$1,435,547
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$30,611
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 end of year2018-12-31$223,644
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$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,834,880
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$0
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$0
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$1,422,940
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$687,306
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$951,386
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 ASSOCIATE 401(K) PLAN 2017 401k financial data
Total transfer of assets to this plan2017-12-31$5,310,896
Total income from all sources (including contributions)2017-12-31$7,212,154
Total of all expenses incurred2017-12-31$14,418,645
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$14,389,389
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,482,304
Value of total assets at end of year2017-12-31$24,897,080
Value of total assets at beginning of year2017-12-31$26,792,675
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$29,256
Total interest from all sources2017-12-31$1,179,042
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$1,167,961
Participant contributions at end of year2017-12-31$95,735
Participant contributions at beginning of year2017-12-31$167,169
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$314,343
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$1,121,074
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$754,987
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$-7,206,491
Value of net assets at end of year (total assets less liabilities)2017-12-31$24,897,080
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$26,792,675
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$29,256
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$21,293,338
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$21,796,618
Interest on participant loans2017-12-31$4,502
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$1,435,547
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$1,990,339
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$1,990,339
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$1,174,540
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$4,550,808
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$14,389,389
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$951,386
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$2,083,562
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 ASSOCIATE 401(K) PLAN 2016 401k financial data
Total transfer of assets from this plan2016-12-31$337,033
Total income from all sources (including contributions)2016-12-31$3,205,023
Total of all expenses incurred2016-12-31$604,980
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$581,836
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,574,500
Value of total assets at end of year2016-12-31$26,792,675
Value of total assets at beginning of year2016-12-31$24,529,665
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$23,144
Total interest from all sources2016-12-31$563,248
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$1,003,413
Participant contributions at end of year2016-12-31$167,169
Participant contributions at beginning of year2016-12-31$196,276
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$571,087
Value of other receiveables (less allowance for doubtful accounts) 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$2,600,043
Value of net assets at end of year (total assets less liabilities)2016-12-31$26,792,675
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$24,529,665
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$24,720
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$21,796,618
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$19,585,610
Interest on participant loans2016-12-31$7,717
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$1,990,339
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$2,350,683
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$2,350,683
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$555,531
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,067,275
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$581,836
Contract administrator fees2016-12-31$-1,576
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$2,083,562
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$2,397,096
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31MARCUM LLP
Accountancy firm EIN2016-12-31111986323
2015 : HANSON BRIDGETT LLP ASSOCIATE 401(K) PLAN 2015 401k financial data
Total transfer of assets to this plan2015-12-31$5,034,490
Total income from all sources (including contributions)2015-12-31$771,442
Total of all expenses incurred2015-12-31$935,845
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$917,367
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,019,807
Value of total assets at end of year2015-12-31$24,529,665
Value of total assets at beginning of year2015-12-31$19,659,578
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$18,478
Total interest from all sources2015-12-31$794,920
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$943,805
Participant contributions at end of year2015-12-31$196,276
Participant contributions at beginning of year2015-12-31$153,234
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$76,002
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-164,403
Value of net assets at end of year (total assets less liabilities)2015-12-31$24,529,665
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$19,659,578
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$21,732
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$19,585,610
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$17,083,590
Interest on participant loans2015-12-31$8,822
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$2,350,683
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$1,069,943
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$1,069,943
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$786,098
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-1,043,285
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$917,367
Contract administrator fees2015-12-31$-3,254
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$2,397,096
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$1,352,811
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 ASSOCIATE 401(K) PLAN 2014 401k financial data
Total transfer of assets to this plan2014-12-31$446,975
Total income from all sources (including contributions)2014-12-31$2,396,220
Total of all expenses incurred2014-12-31$2,943,763
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$2,926,165
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$982,073
Value of total assets at end of year2014-12-31$19,659,578
Value of total assets at beginning of year2014-12-31$19,760,146
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$17,598
Total interest from all sources2014-12-31$1,286,717
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$772,214
Participant contributions at end of year2014-12-31$153,234
Participant contributions at beginning of year2014-12-31$86,809
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$209,859
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-547,543
Value of net assets at end of year (total assets less liabilities)2014-12-31$19,659,578
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$19,760,146
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$19,949
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$17,083,590
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$17,261,816
Interest on participant loans2014-12-31$7,025
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$1,069,943
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$863,597
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$863,597
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$1,279,692
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$127,430
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$2,926,165
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$55
Contract administrator fees2014-12-31$-2,351
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$1,352,811
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$1,547,869
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 ASSOCIATE 401(K) PLAN 2013 401k financial data
Total transfer of assets from this plan2013-12-31$41,487
Total income from all sources (including contributions)2013-12-31$3,328,233
Total of all expenses incurred2013-12-31$2,110,192
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$2,109,773
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$858,428
Value of total assets at end of year2013-12-31$19,760,146
Value of total assets at beginning of year2013-12-31$18,583,592
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$419
Total interest from all sources2013-12-31$558,347
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$784,499
Participant contributions at end of year2013-12-31$86,809
Participant contributions at beginning of year2013-12-31$128,799
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$73,929
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$1,218,041
Value of net assets at end of year (total assets less liabilities)2013-12-31$19,760,146
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$18,583,592
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$17,261,816
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$15,839,863
Interest on participant loans2013-12-31$4,950
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$863,597
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$759,203
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$759,203
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$553,397
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,911,458
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$2,109,773
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$55
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$78
Contract administrator fees2013-12-31$419
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$1,547,869
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$1,855,649
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 ASSOCIATE 401(K) PLAN 2012 401k financial data
Total transfer of assets to this plan2012-12-31$3,351,794
Total income from all sources (including contributions)2012-12-31$2,840,981
Total of all expenses incurred2012-12-31$671,309
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$670,752
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$994,551
Value of total assets at end of year2012-12-31$18,583,592
Value of total assets at beginning of year2012-12-31$13,062,126
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$557
Total interest from all sources2012-12-31$408,876
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$773,384
Participant contributions at end of year2012-12-31$128,799
Participant contributions at beginning of year2012-12-31$190,945
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$221,167
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$2,169,672
Value of net assets at end of year (total assets less liabilities)2012-12-31$18,583,592
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$13,062,126
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$15,839,863
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$12,378,990
Interest on participant loans2012-12-31$9,361
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$759,203
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$119,941
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$119,941
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$399,515
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,437,554
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$670,752
Asset. Corporate debt instrument debt (other) at end of year2012-12-31$78
Contract administrator fees2012-12-31$557
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$1,855,649
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$372,250
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 ASSOCIATE 401(K) PLAN 2011 401k financial data
Total transfer of assets from this plan2011-12-31$103,589
Total income from all sources (including contributions)2011-12-31$686,793
Total of all expenses incurred2011-12-31$771,125
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$770,769
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$848,359
Value of total assets at end of year2011-12-31$13,062,126
Value of total assets at beginning of year2011-12-31$13,250,047
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$356
Total interest from all sources2011-12-31$368,873
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$773,465
Participant contributions at end of year2011-12-31$190,945
Participant contributions at beginning of year2011-12-31$182,691
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$74,894
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-84,332
Value of net assets at end of year (total assets less liabilities)2011-12-31$13,062,126
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$13,250,047
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$12,378,990
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$12,751,063
Interest on participant loans2011-12-31$10,000
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$119,941
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$316,293
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$316,293
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$358,873
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-530,439
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$770,769
Contract administrator fees2011-12-31$356
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$372,250
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 ASSOCIATE 401(K) PLAN 2010 401k financial data
Total transfer of assets to this plan2010-12-31$1,436,761
Total income from all sources (including contributions)2010-12-31$2,125,415
Total of all expenses incurred2010-12-31$680,231
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$679,757
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$829,000
Value of total assets at end of year2010-12-31$13,250,047
Value of total assets at beginning of year2010-12-31$10,368,102
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$474
Total interest from all sources2010-12-31$239,278
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$829,000
Participant contributions at end of year2010-12-31$182,691
Participant contributions at beginning of year2010-12-31$113,266
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$1,445,184
Value of net assets at end of year (total assets less liabilities)2010-12-31$13,250,047
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$10,368,102
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$12,751,063
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$9,962,600
Interest on participant loans2010-12-31$10,605
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$316,293
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$292,236
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$292,236
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$228,673
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,057,137
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$679,757
Contract administrator fees2010-12-31$474
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
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31LAUTZE & LAUTZE
Accountancy firm EIN2010-12-31942513310

Form 5500 Responses for HANSON BRIDGETT LLP ASSOCIATE 401(K) PLAN

2022: HANSON BRIDGETT LLP ASSOCIATE 401(K) 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 – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: HANSON BRIDGETT LLP ASSOCIATE 401(K) 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 – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: HANSON BRIDGETT LLP ASSOCIATE 401(K) 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 – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: HANSON BRIDGETT LLP ASSOCIATE 401(K) 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 – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: HANSON BRIDGETT LLP ASSOCIATE 401(K) 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 ASSOCIATE 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: HANSON BRIDGETT LLP ASSOCIATE 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: HANSON BRIDGETT LLP ASSOCIATE 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: HANSON BRIDGETT LLP ASSOCIATE 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: HANSON BRIDGETT LLP ASSOCIATE 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: HANSON BRIDGETT LLP ASSOCIATE 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: HANSON BRIDGETT LLP ASSOCIATE 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: HANSON BRIDGETT LLP ASSOCIATE 401(K) 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 - 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 Covered1
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
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
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 date2021-01-01
Insurance policy end date2021-12-31
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
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 date2020-01-01
Insurance policy end date2020-12-31
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
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 date2019-01-01
Insurance policy end date2019-12-31
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

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