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HOME ORGANIZERS 401(K) PLAN 401k Plan overview

Plan NameHOME ORGANIZERS 401(K) PLAN
Plan identification number 001

HOME ORGANIZERS 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • 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.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

HOME ORGANIZERS, INC. has sponsored the creation of one or more 401k plans.

Company Name:HOME ORGANIZERS, INC.
Employer identification number (EIN):954844441
NAIC Classification:238900

Additional information about HOME ORGANIZERS, INC.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 2002-01-16
Company Identification Number: P02000005682
Legal Registered Office Address: 515 E. PARK AVENUE

TALLAHASSEE

32301

More information about HOME ORGANIZERS, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HOME ORGANIZERS 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01CHUCK HEMRICH2021-10-15
0012020-01-01
0012019-01-01GERARD A. THOMPSON2020-10-14
0012018-01-01GERARD A. THOMPSON2019-10-15 CHARLES M. HEMRICH2019-10-15
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01GERARD A. THOMPSON
0012013-01-01GERARD A. THOMPSON
0012012-01-01GERARD A. THOMPSON
0012011-01-01GERARD A. THOMPSON
0012009-01-01GERARD A. THOMPSON

Plan Statistics for HOME ORGANIZERS 401(K) PLAN

401k plan membership statisitcs for HOME ORGANIZERS 401(K) PLAN

Measure Date Value
2022: HOME ORGANIZERS 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01638
Total number of active participants reported on line 7a of the Form 55002022-01-01642
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0119
Total of all active and inactive participants2022-01-01661
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01661
Number of participants with account balances2022-01-0196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: HOME ORGANIZERS 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01472
Total number of active participants reported on line 7a of the Form 55002021-01-01600
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0117
Total of all active and inactive participants2021-01-01617
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01617
Number of participants with account balances2021-01-0170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: HOME ORGANIZERS 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01439
Total number of active participants reported on line 7a of the Form 55002020-01-01561
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0116
Total of all active and inactive participants2020-01-01577
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01577
Number of participants with account balances2020-01-0149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: HOME ORGANIZERS 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01432
Total number of active participants reported on line 7a of the Form 55002019-01-01393
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0116
Total of all active and inactive participants2019-01-01409
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01409
Number of participants with account balances2019-01-0150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: HOME ORGANIZERS 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01355
Total number of active participants reported on line 7a of the Form 55002018-01-01379
Number of other retired or separated participants entitled to future benefits2018-01-0119
Total of all active and inactive participants2018-01-01398
Total participants2018-01-01398
Number of participants with account balances2018-01-0143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: HOME ORGANIZERS 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01364
Total number of active participants reported on line 7a of the Form 55002017-01-01307
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-01307
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01307
Number of participants with account balances2017-01-0147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: HOME ORGANIZERS 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01327
Total number of active participants reported on line 7a of the Form 55002016-01-01310
Number of retired or separated participants receiving benefits2016-01-0121
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-01331
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01331
Number of participants with account balances2016-01-0146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: HOME ORGANIZERS 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01325
Total number of active participants reported on line 7a of the Form 55002015-01-01276
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0122
Total of all active and inactive participants2015-01-01298
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01298
Number of participants with account balances2015-01-0150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: HOME ORGANIZERS 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01346
Total number of active participants reported on line 7a of the Form 55002014-01-01305
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0121
Total of all active and inactive participants2014-01-01326
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01326
Number of participants with account balances2014-01-0150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: HOME ORGANIZERS 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01334
Total number of active participants reported on line 7a of the Form 55002013-01-01305
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0120
Total of all active and inactive participants2013-01-01325
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01325
Number of participants with account balances2013-01-0146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: HOME ORGANIZERS 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01266
Total number of active participants reported on line 7a of the Form 55002012-01-01299
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0123
Total of all active and inactive participants2012-01-01322
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01322
Number of participants with account balances2012-01-0150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: HOME ORGANIZERS 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01340
Total number of active participants reported on line 7a of the Form 55002011-01-01215
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0129
Total of all active and inactive participants2011-01-01244
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01244
Number of participants with account balances2011-01-0157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: HOME ORGANIZERS 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01469
Total number of active participants reported on line 7a of the Form 55002009-01-01397
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0131
Total of all active and inactive participants2009-01-01428
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01428
Number of participants with account balances2009-01-0167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on HOME ORGANIZERS 401(K) PLAN

Measure Date Value
2022 : HOME ORGANIZERS 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$0
Total transfer of assets from this plan2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$31,286
Total income from all sources (including contributions)2022-12-31$10,472
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$145,150
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$116,303
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$436,743
Value of total assets at end of year2022-12-31$2,666,529
Value of total assets at beginning of year2022-12-31$2,832,493
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$28,847
Total interest from all sources2022-12-31$832
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$122,634
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$122,634
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$281,000
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$399,954
Participant contributions at end of year2022-12-31$15,143
Participant contributions at beginning of year2022-12-31$16,498
Participant contributions at end of year2022-12-31$19,300
Participant contributions at beginning of year2022-12-31$15,423
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$36,789
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$31,286
Other income not declared elsewhere2022-12-31$6,722
Administrative expenses (other) incurred2022-12-31$28,847
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-134,678
Value of net assets at end of year (total assets less liabilities)2022-12-31$2,666,529
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$2,801,207
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$2,457,509
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$2,644,454
Interest on participant loans2022-12-31$832
Value of interest in common/collective trusts at end of year2022-12-31$174,577
Value of interest in common/collective trusts at beginning of year2022-12-31$156,118
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-559,263
Net investment gain or loss from common/collective trusts2022-12-31$2,804
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$116,303
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 name2022-12-31WINDES INC.
Accountancy firm EIN2022-12-31953001179
2021 : HOME ORGANIZERS 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets to this plan2021-12-31$0
Total transfer of assets from this plan2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$31,286
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$47,823
Total income from all sources (including contributions)2021-12-31$610,739
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$238,829
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$177,863
Value of total corrective distributions2021-12-31$46,389
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$200,949
Value of total assets at end of year2021-12-31$2,832,493
Value of total assets at beginning of year2021-12-31$2,477,120
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$14,577
Total interest from all sources2021-12-31$356
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$123,194
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$123,194
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
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$200,814
Participant contributions at end of year2021-12-31$16,498
Participant contributions at beginning of year2021-12-31$1,918
Participant contributions at end of year2021-12-31$15,423
Participant contributions at beginning of year2021-12-31$7,850
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$31,286
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$47,823
Administrative expenses (other) incurred2021-12-31$14,577
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$371,910
Value of net assets at end of year (total assets less liabilities)2021-12-31$2,801,207
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$2,429,297
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$2,644,454
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$2,436,503
Interest on participant loans2021-12-31$356
Value of interest in common/collective trusts at end of year2021-12-31$156,118
Value of interest in common/collective trusts at beginning of year2021-12-31$30,849
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$285,268
Net investment gain or loss from common/collective trusts2021-12-31$972
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 contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$135
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$177,863
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 name2021-12-31WINDES INC.
Accountancy firm EIN2021-12-31953001179
2020 : HOME ORGANIZERS 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$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$47,823
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$47,823
Total income from all sources (including contributions)2020-12-31$505,514
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$19,136
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$5,542
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$225,167
Value of total assets at end of year2020-12-31$2,477,120
Value of total assets at beginning of year2020-12-31$1,990,742
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$13,594
Total interest from all sources2020-12-31$227
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$85,999
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$85,999
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31Yes
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$225,167
Participant contributions at end of year2020-12-31$1,918
Participant contributions at beginning of year2020-12-31$8,233
Participant contributions at end of year2020-12-31$7,850
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$47,823
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$47,823
Administrative expenses (other) incurred2020-12-31$13,594
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$486,378
Value of net assets at end of year (total assets less liabilities)2020-12-31$2,429,297
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$1,942,919
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$2,436,503
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$1,982,387
Interest on participant loans2020-12-31$227
Value of interest in common/collective trusts at end of year2020-12-31$30,849
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$12
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$12
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$110
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$194,045
Net investment gain or loss from common/collective trusts2020-12-31$76
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 contributions2020-12-31Yes
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$5,542
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31Yes
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 plan2020-12-31Unqualified
Accountancy firm name2020-12-31WINDES, INC.
Accountancy firm EIN2020-12-31953001179
2019 : HOME ORGANIZERS 401(K) PLAN 2019 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$47,823
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$47,823
Total income from all sources (including contributions)2019-12-31$487,317
Total income from all sources (including contributions)2019-12-31$487,317
Total of all expenses incurred2019-12-31$13,308
Total of all expenses incurred2019-12-31$13,308
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,810
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,810
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$132,322
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$132,322
Value of total assets at end of year2019-12-31$1,990,742
Value of total assets at end of year2019-12-31$1,990,742
Value of total assets at beginning of year2019-12-31$1,468,910
Value of total assets at beginning of year2019-12-31$1,468,910
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$10,498
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$10,498
Total interest from all sources2019-12-31$1,017
Total interest from all sources2019-12-31$1,017
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
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$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
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$132,322
Contributions received from participants2019-12-31$132,322
Participant contributions at end of year2019-12-31$8,233
Participant contributions at end of year2019-12-31$8,233
Participant contributions at beginning of year2019-12-31$14,262
Participant contributions at beginning of year2019-12-31$14,262
Participant contributions at end of year2019-12-31$0
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$47,823
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$47,823
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$474,009
Value of net income/loss2019-12-31$474,009
Value of net assets at end of year (total assets less liabilities)2019-12-31$1,942,919
Value of net assets at end of year (total assets less liabilities)2019-12-31$1,942,919
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$1,468,910
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$1,468,910
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$1,982,387
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$1,982,387
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$1,454,644
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$1,454,644
Interest on participant loans2019-12-31$1,017
Interest on participant loans2019-12-31$1,017
Income. Interest from loans (other than to participants)2019-12-31$0
Income. Interest from loans (other than to participants)2019-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$12
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$12
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$4
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$4
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$4
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$4
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$110
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$110
Net investment gain/loss from pooled separate accounts2019-12-31$353,978
Net investment gain/loss from pooled separate accounts2019-12-31$353,978
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 contributions2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
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$2,810
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,810
Contract administrator fees2019-12-31$10,498
Contract administrator fees2019-12-31$10,498
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
Liabilities. Value of acquisition indebtedness at end of year2019-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2019-12-31$0
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 name2019-12-31WINDES, INC.
Accountancy firm name2019-12-31WINDES, INC.
Accountancy firm EIN2019-12-31953001179
Accountancy firm EIN2019-12-31953001179
2018 : HOME ORGANIZERS 401(K) PLAN 2018 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$29,875
Total of all expenses incurred2018-12-31$325,510
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$319,661
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$143,247
Value of total assets at end of year2018-12-31$1,468,910
Value of total assets at beginning of year2018-12-31$1,764,545
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$5,849
Total interest from all sources2018-12-31$767
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$143,247
Participant contributions at end of year2018-12-31$14,262
Participant contributions at beginning of year2018-12-31$20,036
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$1,221
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-295,635
Value of net assets at end of year (total assets less liabilities)2018-12-31$1,468,910
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$1,764,545
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$1,454,644
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$1,743,276
Interest on participant loans2018-12-31$767
Interest earned on other investments2018-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$4
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$12
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$12
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$0
Asset value of US Government securities at beginning of year2018-12-31$0
Net investment gain/loss from pooled separate accounts2018-12-31$-114,139
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 contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$319,661
Contract administrator fees2018-12-31$5,849
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
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 name2018-12-31WINDES, INC.
Accountancy firm EIN2018-12-31953001179
2017 : HOME ORGANIZERS 401(K) PLAN 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$386,485
Total of all expenses incurred2017-12-31$46,613
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$40,678
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$121,516
Value of total assets at end of year2017-12-31$1,764,545
Value of total assets at beginning of year2017-12-31$1,424,673
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$5,935
Total interest from all sources2017-12-31$942
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$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$121,516
Participant contributions at end of year2017-12-31$20,036
Participant contributions at beginning of year2017-12-31$21,661
Participant contributions at end of year2017-12-31$1,221
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$339,872
Value of net assets at end of year (total assets less liabilities)2017-12-31$1,764,545
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$1,424,673
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$1,743,276
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$1,403,008
Interest on participant loans2017-12-31$942
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$12
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$4
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$4
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$0
Asset value of US Government securities at end of year2017-12-31$0
Net investment gain/loss from pooled separate accounts2017-12-31$264,027
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 contributions2017-12-31Yes
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$40,678
Contract administrator fees2017-12-31$5,935
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 name2017-12-31WINDES, INC.
Accountancy firm EIN2017-12-31953001179
2016 : HOME ORGANIZERS 401(K) PLAN 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$187,158
Total of all expenses incurred2016-12-31$11,873
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$5,380
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$89,288
Value of total assets at end of year2016-12-31$1,424,673
Value of total assets at beginning of year2016-12-31$1,249,388
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$6,493
Total interest from all sources2016-12-31$686
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$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Participant contributions at end of year2016-12-31$21,661
Participant contributions at beginning of year2016-12-31$5,369
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$175,285
Value of net assets at end of year (total assets less liabilities)2016-12-31$1,424,673
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$1,249,388
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$1,403,008
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$1,244,015
Interest on participant loans2016-12-31$686
Interest earned on other investments2016-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$4
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$4
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$4
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$0
Net investment gain/loss from pooled separate accounts2016-12-31$97,184
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$89,288
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$5,380
Contract administrator fees2016-12-31$6,493
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 name2016-12-31WINDES, INC.
Accountancy firm EIN2016-12-31953001179
2015 : HOME ORGANIZERS 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$87,272
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$11,474
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,669
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$105,741
Value of total assets at end of year2015-12-31$1,249,388
Value of total assets at beginning of year2015-12-31$1,173,590
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$9,805
Total interest from all sources2015-12-31$259
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
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$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$105,741
Participant contributions at end of year2015-12-31$5,369
Participant contributions at beginning of year2015-12-31$6,273
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$75,798
Value of net assets at end of year (total assets less liabilities)2015-12-31$1,249,388
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$1,173,590
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$1,244,015
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$1,167,305
Interest on participant loans2015-12-31$259
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$4
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$12
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$12
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$0
Net investment gain/loss from pooled separate accounts2015-12-31$-18,728
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$1,669
Contract administrator fees2015-12-31$9,805
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 name2015-12-31WINDES, INC.
Accountancy firm EIN2015-12-31953001179
2014 : HOME ORGANIZERS 401(K) PLAN 2014 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$7
Total income from all sources (including contributions)2014-12-31$180,640
Total of all expenses incurred2014-12-31$15,198
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$6,019
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$137,735
Value of total assets at end of year2014-12-31$1,173,590
Value of total assets at beginning of year2014-12-31$1,008,155
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$9,179
Total interest from all sources2014-12-31$473
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$100,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$104,117
Participant contributions at end of year2014-12-31$6,273
Participant contributions at beginning of year2014-12-31$11,828
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$33,618
Liabilities. Value of operating payables at beginning of year2014-12-31$7
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$165,442
Value of net assets at end of year (total assets less liabilities)2014-12-31$1,173,590
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$1,008,148
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$1,167,305
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$996,315
Interest on participant loans2014-12-31$473
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$12
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$12
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$12
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$0
Net investment gain/loss from pooled separate accounts2014-12-31$42,432
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$6,019
Contract administrator fees2014-12-31$9,179
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 name2014-12-31WINDES, INC.
Accountancy firm EIN2014-12-31953001179
2013 : HOME ORGANIZERS 401(K) PLAN 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$7
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$12
Total income from all sources (including contributions)2013-12-31$256,460
Total of all expenses incurred2013-12-31$45,252
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$37,308
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$93,749
Value of total assets at end of year2013-12-31$1,008,155
Value of total assets at beginning of year2013-12-31$796,952
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$7,944
Total interest from all sources2013-12-31$515
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$100,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$93,749
Participant contributions at end of year2013-12-31$11,828
Participant contributions at beginning of year2013-12-31$13,880
Liabilities. Value of operating payables at end of year2013-12-31$7
Liabilities. Value of operating payables at beginning of year2013-12-31$12
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$211,208
Value of net assets at end of year (total assets less liabilities)2013-12-31$1,008,148
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$796,940
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$996,315
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$783,060
Interest on participant loans2013-12-31$515
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$12
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$12
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$12
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$0
Net investment gain/loss from pooled separate accounts2013-12-31$162,196
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$37,308
Contract administrator fees2013-12-31$7,944
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 name2013-12-31WINDES, INC.
Accountancy firm EIN2013-12-31953001179
2012 : HOME ORGANIZERS 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$12
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$6
Total income from all sources (including contributions)2012-12-31$171,540
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$37,560
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$30,627
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$83,532
Value of total assets at end of year2012-12-31$796,952
Value of total assets at beginning of year2012-12-31$662,966
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$6,933
Total interest from all sources2012-12-31$640
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
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$100,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$83,532
Participant contributions at end of year2012-12-31$13,880
Participant contributions at beginning of year2012-12-31$11,710
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$6
Liabilities. Value of operating payables at end of year2012-12-31$12
Liabilities. Value of operating payables at beginning of year2012-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$133,980
Value of net assets at end of year (total assets less liabilities)2012-12-31$796,940
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$662,960
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$783,060
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$651,250
Interest on participant loans2012-12-31$634
Interest earned on other investments2012-12-31$6
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$12
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$6
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$6
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$0
Net investment gain/loss from pooled separate accounts2012-12-31$87,368
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$30,627
Contract administrator fees2012-12-31$6,933
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 name2012-12-31WINDES & MCCLAUGHRY
Accountancy firm EIN2012-12-31953001179
2011 : HOME ORGANIZERS 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$6
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$767
Total income from all sources (including contributions)2011-12-31$50,002
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$91,417
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$83,892
Value of total corrective distributions2011-12-31$1,090
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$74,843
Value of total assets at end of year2011-12-31$662,966
Value of total assets at beginning of year2011-12-31$705,142
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$6,435
Total interest from all sources2011-12-31$1,488
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
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$100,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$74,843
Participant contributions at end of year2011-12-31$11,710
Participant contributions at beginning of year2011-12-31$5,540
Participant contributions at end of year2011-12-31$0
Participant contributions at beginning of year2011-12-31$7,311
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$6
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$0
Other income not declared elsewhere2011-12-31$-1,188
Liabilities. Value of operating payables at end of year2011-12-31$0
Liabilities. Value of operating payables at beginning of year2011-12-31$767
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-41,415
Value of net assets at end of year (total assets less liabilities)2011-12-31$662,960
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$704,375
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$651,250
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$664,577
Interest on participant loans2011-12-31$653
Interest earned on other investments2011-12-31$835
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$6
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$767
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$767
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$26,947
Net investment gain/loss from pooled separate accounts2011-12-31$-25,141
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 contributions2011-12-31Yes
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$83,892
Contract administrator fees2011-12-31$6,435
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 name2011-12-31WINDES & MCCLAUGHRY
Accountancy firm EIN2011-12-31953001179
2010 : HOME ORGANIZERS 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$767
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$767
Total income from all sources (including contributions)2010-12-31$153,261
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$107,142
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$101,247
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$76,244
Value of total assets at end of year2010-12-31$705,142
Value of total assets at beginning of year2010-12-31$659,023
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$5,895
Total interest from all sources2010-12-31$1,084
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
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$100,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$76,244
Participant contributions at end of year2010-12-31$5,540
Participant contributions at beginning of year2010-12-31$8,024
Participant contributions at end of year2010-12-31$7,311
Participant contributions at beginning of year2010-12-31$2,348
Other income not declared elsewhere2010-12-31$200
Liabilities. Value of operating payables at end of year2010-12-31$767
Liabilities. Value of operating payables at beginning of year2010-12-31$767
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$46,119
Value of net assets at end of year (total assets less liabilities)2010-12-31$704,375
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$658,256
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$664,577
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$621,495
Interest on participant loans2010-12-31$448
Interest earned on other investments2010-12-31$636
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$767
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$767
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$767
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$26,947
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$26,389
Net investment gain/loss from pooled separate accounts2010-12-31$75,733
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 contributions2010-12-31Yes
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$101,247
Contract administrator fees2010-12-31$5,895
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 name2010-12-31WINDES & MCCLAUGHRY
Accountancy firm EIN2010-12-31953001179
2009 : HOME ORGANIZERS 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for HOME ORGANIZERS 401(K) PLAN

2022: HOME ORGANIZERS 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 – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: HOME ORGANIZERS 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 – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: HOME ORGANIZERS 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedYes
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: HOME ORGANIZERS 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: HOME ORGANIZERS 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: HOME ORGANIZERS 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: HOME ORGANIZERS 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: HOME ORGANIZERS 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: HOME ORGANIZERS 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: HOME ORGANIZERS 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: HOME ORGANIZERS 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: HOME ORGANIZERS 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: HOME ORGANIZERS 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number27423
Policy instance 1
Insurance contract or identification number27423
Number of Individuals Covered53
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $5,056
Total amount of fees paid to insurance companyUSD $860
Are there contracts with allocated funds for individual policies?0
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,056
Insurance broker organization code?4
Amount paid for insurance broker fees860
Additional information about fees paid to insurance brokerFEE
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number27423
Policy instance 1
Insurance contract or identification number27423
Number of Individuals Covered53
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $5,056
Total amount of fees paid to insurance companyUSD $860
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,056
Insurance broker organization code?4
Amount paid for insurance broker fees860
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number27423
Policy instance 1
Insurance contract or identification number27423
Number of Individuals Covered48
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $5,823
Total amount of fees paid to insurance companyUSD $785
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,801
Insurance broker organization code?4
Amount paid for insurance broker fees785
Additional information about fees paid to insurance brokerTPA COMPENSATION
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number27423
Policy instance 1
Insurance contract or identification number27423
Number of Individuals Covered49
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $5,889
Total amount of fees paid to insurance companyUSD $785
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,797
Additional information about fees paid to insurance brokerBROKER COMMISSION
Insurance broker organization code?4
Amount paid for insurance broker fees785
Insurance broker nameMORGAN STANLEY SMITH BARNEY
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number27423
Policy instance 1
Insurance contract or identification number27423
Number of Individuals Covered50
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $6,243
Total amount of fees paid to insurance companyUSD $617
Are there contracts with allocated funds for individual policies?No
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,135
Insurance broker organization code?4
Amount paid for insurance broker fees617
Additional information about fees paid to insurance brokerMARKETING ALLOWANCE, SUBSCRIPTIONS, WEBINARS
Insurance broker nameMORGAN STANLEY SMITH BARNEY
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number27423
Policy instance 1
Insurance contract or identification number27423
Number of Individuals Covered50
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $5,425
Total amount of fees paid to insurance companyUSD $705
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,425
Insurance broker organization code?4
Amount paid for insurance broker fees597
Additional information about fees paid to insurance brokerMARKETING ALLOWANCE, SUBSCRIPTIONS, WEBINARS
Insurance broker nameMORGAN STANLEY SMITH BARNEY
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number27423
Policy instance 1
Insurance contract or identification number27423
Number of Individuals Covered46
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $4,437
Total amount of fees paid to insurance companyUSD $585
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,437
Insurance broker organization code?4
Amount paid for insurance broker fees475
Additional information about fees paid to insurance brokerMARKETING ALLOWANCES, ROLLOVER FEES, WEBINARS, SUBSCRIPTIONS
Insurance broker nameMORGAN STANLEY SMITH BARNEY
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number27423
Policy instance 1
Insurance contract or identification number27423
Number of Individuals Covered50
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $3,662
Total amount of fees paid to insurance companyUSD $499
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,662
Insurance broker organization code?4
Amount paid for insurance broker fees386
Additional information about fees paid to insurance brokerMARKETING ALLOWANCE, ROLLOVER FEES, SUBSCRIPTIONS, WEBINARS
Insurance broker nameMORGAN STANLEY SMITH BARNEY
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number27423
Policy instance 1
Insurance contract or identification number27423
Number of Individuals Covered57
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $3,465
Total amount of fees paid to insurance companyUSD $510
Are there contracts with allocated funds for individual policies?No
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?Yes
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
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number27423
Policy instance 1
Insurance contract or identification number27423
Number of Individuals Covered63
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $3,126
Total amount of fees paid to insurance companyUSD $1,283
Are there contracts with allocated funds for individual policies?No
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?Yes
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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