HB CAPITAL RESOURCES, LTD. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan HB CAPITAL RESOURCES, LTD. PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2019 : HB CAPITAL RESOURCES, LTD. PROFIT SHARING PLAN 2019 401k financial data |
|---|
| Total income from all sources | 2019-05-15 | $553,778 |
| Expenses. Total of all expenses incurred | 2019-05-15 | $6,066,486 |
| Benefits paid (including direct rollovers) | 2019-05-15 | $6,040,859 |
| Total plan assets at end of year | 2019-05-15 | $0 |
| Total plan assets at beginning of year | 2019-05-15 | $5,512,708 |
| Value of fidelity bond covering the plan | 2019-05-15 | $500,000 |
| Other income received | 2019-05-15 | $122,552 |
| Net income (gross income less expenses) | 2019-05-15 | $-5,512,708 |
| Net plan assets at end of year (total assets less liabilities) | 2019-05-15 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-05-15 | $5,512,708 |
| Total contributions received or receivable from employer(s) | 2019-05-15 | $431,226 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-05-15 | $25,627 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-05-15 | $0 |
| 2018 : HB CAPITAL RESOURCES, LTD. PROFIT SHARING PLAN 2018 401k financial data |
|---|
| Total income from all sources | 2018-05-15 | $692,144 |
| Expenses. Total of all expenses incurred | 2018-05-15 | $329,482 |
| Benefits paid (including direct rollovers) | 2018-05-15 | $329,214 |
| Total plan assets at end of year | 2018-05-15 | $5,512,708 |
| Total plan assets at beginning of year | 2018-05-15 | $5,150,046 |
| Value of fidelity bond covering the plan | 2018-05-15 | $500,000 |
| Other income received | 2018-05-15 | $94,908 |
| Net income (gross income less expenses) | 2018-05-15 | $362,662 |
| Net plan assets at end of year (total assets less liabilities) | 2018-05-15 | $5,512,708 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-05-15 | $5,150,046 |
| Total contributions received or receivable from employer(s) | 2018-05-15 | $597,236 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-05-15 | $268 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-05-15 | $0 |
| 2017 : HB CAPITAL RESOURCES, LTD. PROFIT SHARING PLAN 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $1,557,703 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $4,103,372 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $4,092,761 |
| Total plan assets at end of year | 2017-12-31 | $5,150,046 |
| Total plan assets at beginning of year | 2017-12-31 | $7,695,715 |
| Value of fidelity bond covering the plan | 2017-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2017-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2017-12-31 | $0 |
| Other income received | 2017-12-31 | $957,072 |
| Noncash contributions received | 2017-12-31 | $0 |
| Net income (gross income less expenses) | 2017-12-31 | $-2,545,669 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $5,150,046 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $7,695,715 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $600,631 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $10,611 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
| 2016 : HB CAPITAL RESOURCES, LTD. PROFIT SHARING PLAN 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $1,356,122 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $196,825 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $173,051 |
| Total plan assets at end of year | 2016-12-31 | $7,695,715 |
| Total plan assets at beginning of year | 2016-12-31 | $6,536,418 |
| Value of fidelity bond covering the plan | 2016-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2016-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2016-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2016-12-31 | $0 |
| Other income received | 2016-12-31 | $648,841 |
| Noncash contributions received | 2016-12-31 | $0 |
| Net income (gross income less expenses) | 2016-12-31 | $1,159,297 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $7,695,715 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $6,536,418 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $707,281 |
| Value of certain deemed distributions of participant loans | 2016-12-31 | $0 |
| Value of corrective distributions | 2016-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $23,774 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
| 2015 : HB CAPITAL RESOURCES, LTD. PROFIT SHARING PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $521,552 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $25,390 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $0 |
| Total plan assets at end of year | 2015-12-31 | $6,536,418 |
| Total plan assets at beginning of year | 2015-12-31 | $6,040,256 |
| Value of fidelity bond covering the plan | 2015-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2015-12-31 | $0 |
| Other income received | 2015-12-31 | $-141,532 |
| Noncash contributions received | 2015-12-31 | $0 |
| Net income (gross income less expenses) | 2015-12-31 | $496,162 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $6,536,418 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $6,040,256 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $663,084 |
| Value of certain deemed distributions of participant loans | 2015-12-31 | $0 |
| Value of corrective distributions | 2015-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $25,390 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
| 2014 : HB CAPITAL RESOURCES, LTD. PROFIT SHARING PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $896,922 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $488,757 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $457,597 |
| Total plan assets at end of year | 2014-12-31 | $6,040,256 |
| Total plan assets at beginning of year | 2014-12-31 | $5,632,091 |
| Value of fidelity bond covering the plan | 2014-12-31 | $500,000 |
| Other income received | 2014-12-31 | $480,443 |
| Net income (gross income less expenses) | 2014-12-31 | $408,165 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $6,040,256 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $5,632,091 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $416,479 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $31,160 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
| 2013 : HB CAPITAL RESOURCES, LTD. PROFIT SHARING PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $1,501,281 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $189,653 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $164,125 |
| Total plan assets at end of year | 2013-12-31 | $5,632,091 |
| Total plan assets at beginning of year | 2013-12-31 | $4,320,463 |
| Value of fidelity bond covering the plan | 2013-12-31 | $500,000 |
| Other income received | 2013-12-31 | $1,124,534 |
| Net income (gross income less expenses) | 2013-12-31 | $1,311,628 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $5,632,091 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $4,320,463 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $376,747 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $25,528 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
| 2012 : HB CAPITAL RESOURCES, LTD. PROFIT SHARING PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $440,168 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $74,133 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $67,445 |
| Total plan assets at end of year | 2012-12-31 | $4,320,463 |
| Total plan assets at beginning of year | 2012-12-31 | $3,954,428 |
| Value of fidelity bond covering the plan | 2012-12-31 | $500,000 |
| Other income received | 2012-12-31 | $440,168 |
| Net income (gross income less expenses) | 2012-12-31 | $366,035 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $4,320,463 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $3,954,428 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $6,688 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
| 2011 : HB CAPITAL RESOURCES, LTD. PROFIT SHARING PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $933,776 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $236,480 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $234,430 |
| Total plan assets at end of year | 2011-12-31 | $3,954,428 |
| Total plan assets at beginning of year | 2011-12-31 | $3,257,132 |
| Value of fidelity bond covering the plan | 2011-12-31 | $500,000 |
| Other income received | 2011-12-31 | $-56,341 |
| Net income (gross income less expenses) | 2011-12-31 | $697,296 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $3,954,428 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $3,257,132 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $990,117 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $2,050 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
| 2010 : HB CAPITAL RESOURCES, LTD. PROFIT SHARING PLAN 2010 401k financial data |
|---|
| Transfers to/from the plan | 2010-12-31 | $0 |
| Total plan liabilities at end of year | 2010-12-31 | $0 |
| Total plan liabilities at beginning of year | 2010-12-31 | $0 |
| Total income from all sources | 2010-12-31 | $748,663 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $1,004,547 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $1,002,847 |
| Total plan assets at end of year | 2010-12-31 | $3,257,132 |
| Total plan assets at beginning of year | 2010-12-31 | $3,513,016 |
| Value of fidelity bond covering the plan | 2010-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2010-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2010-12-31 | $0 |
| Other income received | 2010-12-31 | $321,134 |
| Noncash contributions received | 2010-12-31 | $0 |
| Net income (gross income less expenses) | 2010-12-31 | $-255,884 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $3,257,132 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $3,513,016 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $427,529 |
| Value of certain deemed distributions of participant loans | 2010-12-31 | $0 |
| Value of corrective distributions | 2010-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $1,700 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
| 2018: HB CAPITAL RESOURCES, LTD. PROFIT SHARING PLAN 2018 form 5500 responses |
|---|
| 2018-05-16 | Type of plan entity | Single employer plan |
| 2018-05-16 | Submission has been amended | No |
| 2018-05-16 | This submission is the final filing | Yes |
| 2018-05-16 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-05-16 | Plan is a collectively bargained plan | No |
| 2018-05-16 | Plan funding arrangement – Trust | Yes |
| 2018-05-16 | Plan benefit arrangement - Trust | Yes |
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Submission has been amended | No |
| 2018-01-01 | This submission is the final filing | No |
| 2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
| 2018-01-01 | Plan is a collectively bargained plan | No |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: HB CAPITAL RESOURCES, LTD. PROFIT SHARING PLAN 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Submission has been amended | No |
| 2017-01-01 | This submission is the final filing | No |
| 2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-01-01 | Plan is a collectively bargained plan | No |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: HB CAPITAL RESOURCES, LTD. PROFIT SHARING PLAN 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Submission has been amended | No |
| 2016-01-01 | This submission is the final filing | No |
| 2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-01-01 | Plan is a collectively bargained plan | No |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: HB CAPITAL RESOURCES, LTD. PROFIT SHARING PLAN 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Submission has been amended | No |
| 2015-01-01 | This submission is the final filing | No |
| 2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-01-01 | Plan is a collectively bargained plan | No |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: HB CAPITAL RESOURCES, LTD. PROFIT SHARING PLAN 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Submission has been amended | No |
| 2014-01-01 | This submission is the final filing | No |
| 2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-01-01 | Plan is a collectively bargained plan | No |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: HB CAPITAL RESOURCES, LTD. PROFIT SHARING PLAN 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Submission has been amended | No |
| 2013-01-01 | This submission is the final filing | No |
| 2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-01-01 | Plan is a collectively bargained plan | No |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: HB CAPITAL RESOURCES, LTD. PROFIT SHARING PLAN 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Submission has been amended | No |
| 2012-01-01 | This submission is the final filing | No |
| 2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-01-01 | Plan is a collectively bargained plan | No |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: HB CAPITAL RESOURCES, LTD. PROFIT SHARING PLAN 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Submission has been amended | No |
| 2011-01-01 | This submission is the final filing | No |
| 2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-01-01 | Plan is a collectively bargained plan | No |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2010: HB CAPITAL RESOURCES, LTD. PROFIT SHARING PLAN 2010 form 5500 responses |
|---|
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | Submission has been amended | No |
| 2010-01-01 | This submission is the final filing | No |
| 2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2010-01-01 | Plan is a collectively bargained plan | No |
| 2010-01-01 | Plan funding arrangement – Trust | Yes |
| 2010-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: HB CAPITAL RESOURCES, LTD. PROFIT SHARING PLAN 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | Yes |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan is a collectively bargained plan | No |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |