Fidelity bond in place
Yes
Filing
Hardesty & Hanover LLP Employees Profit Sharing
Hardesty & Hanover LLP • EIN 13-1842518 • Plan year 2001
Filing Insights
Participants
Up206 → 225
19 • 9.22%
Assets
Up$13,002,619 → $13,395,338
$392,719 • 3.02%
Investment Management Fee
0.00%$0
Admin expenses $52,119 • Total expenses $337,560
Filing Details
Context- Net investment result
- $392,719
- Pension payor EIN
- 04-1590850
Status Flags
Limited-scope audit performed
Not reported
Contributions transmitted on time
No
Participant loans in default
No
Leases in default
No
Reportable party-in-interest issues
No
Loss discovered during year
No
Assets with undetermined value
No
Non-cash contributions
No
Assets held for investment
Yes
5% transactions reported
No
All plan assets distributed
No
Benefits paid when due
Not reported
Plan blackout period
Not reported
Plan termination resolution adopted
No
Counterparties
| Provider | Services | Location | Direct Compensation | Related |
|---|---|---|---|---|
| BOYCE, HUGHES & FARRELL, LLPEIN 01-3496691 | Accountant | - | - | - |
Company Timeline
This filing is highlighted inside the broader sponsor history.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2011 | 2 | 235 | $28,686,303 | $2,387,582 | $10,160iApproximate average salary by contribution assumption: employee only about $253,998 at 4% or $169,332 at 6%; with 50% employer match about $169,332 at 4% or $112,888 at 6%; with 100% employer match about $126,999 at 4% or $84,666 at 6%. |
| Hardesty & Hanover LLP Employees Profit Sharing | - | 235 | $28,686,303 | $2,387,582 | $10,160iApproximate average salary by contribution assumption: employee only about $253,998 at 4% or $169,332 at 6%; with 50% employer match about $169,332 at 4% or $112,888 at 6%; with 100% employer match about $126,999 at 4% or $84,666 at 6%. |
| Standard Fringe Benefits | - | 197 | - | - | - |
| 2010 | 2 | 221 | $28,406,760 | $2,314,163 | $10,471iApproximate average salary by contribution assumption: employee only about $261,783 at 4% or $174,522 at 6%; with 50% employer match about $174,522 at 4% or $116,348 at 6%; with 100% employer match about $130,892 at 4% or $87,261 at 6%. |
| Hardesty & Hanover LLP Employees Profit Sharing | - | 221 | $28,406,760 | $2,314,163 | $10,471iApproximate average salary by contribution assumption: employee only about $261,783 at 4% or $174,522 at 6%; with 50% employer match about $174,522 at 4% or $116,348 at 6%; with 100% employer match about $130,892 at 4% or $87,261 at 6%. |
| Standard Fringe Benefits | - | 199 | - | - | - |
| 2009 | 2 | 230 | $24,044,140 | $2,158,416 | $9,384iApproximate average salary by contribution assumption: employee only about $234,610 at 4% or $156,407 at 6%; with 50% employer match about $156,407 at 4% or $104,271 at 6%; with 100% employer match about $117,305 at 4% or $78,203 at 6%. |
| Hardesty & Hanover LLP Employees Profit Sharing | - | 230 | $24,044,140 | $2,158,416 | $9,384iApproximate average salary by contribution assumption: employee only about $234,610 at 4% or $156,407 at 6%; with 50% employer match about $156,407 at 4% or $104,271 at 6%; with 100% employer match about $117,305 at 4% or $78,203 at 6%. |
| Standard Fringe Benefits | - | 210 | - | - | - |
| 2008 | 2 | 231 | $17,756,915 | $1,928,295 | $8,348iApproximate average salary by contribution assumption: employee only about $208,690 at 4% or $139,127 at 6%; with 50% employer match about $139,127 at 4% or $92,751 at 6%; with 100% employer match about $104,345 at 4% or $69,563 at 6%. |
| Hardesty & Hanover LLP Employees Profit Sharing | - | 231 | $17,756,915 | $1,928,295 | $8,348iApproximate average salary by contribution assumption: employee only about $208,690 at 4% or $139,127 at 6%; with 50% employer match about $139,127 at 4% or $92,751 at 6%; with 100% employer match about $104,345 at 4% or $69,563 at 6%. |
| Standard Fringe Benefits | - | 221 | - | - | - |
| 2007 | 2 | 210 | $23,190,694 | $1,947,548 | $9,274iApproximate average salary by contribution assumption: employee only about $231,851 at 4% or $154,567 at 6%; with 50% employer match about $154,567 at 4% or $103,045 at 6%; with 100% employer match about $115,925 at 4% or $77,284 at 6%. |
| Hardesty & Hanover LLP Employees Profit Sharing | - | 210 | $23,190,694 | $1,947,548 | $9,274iApproximate average salary by contribution assumption: employee only about $231,851 at 4% or $154,567 at 6%; with 50% employer match about $154,567 at 4% or $103,045 at 6%; with 100% employer match about $115,925 at 4% or $77,284 at 6%. |
| Standard Fringe Benefits | - | 190 | - | - | - |
| 2006 | 3 | 203 | $22,385,846 | $1,517,531 | $7,476iApproximate average salary by contribution assumption: employee only about $186,888 at 4% or $124,592 at 6%; with 50% employer match about $124,592 at 4% or $83,061 at 6%; with 100% employer match about $93,444 at 4% or $62,296 at 6%. |
| Hardesty & Hanover LLP Employees Profit Sharing | - | 203 | $22,385,846 | $1,517,531 | $7,476iApproximate average salary by contribution assumption: employee only about $186,888 at 4% or $124,592 at 6%; with 50% employer match about $124,592 at 4% or $83,061 at 6%; with 100% employer match about $93,444 at 4% or $62,296 at 6%. |
| Standard Fringe Benefits | - | 190 | - | - | - |
| Standard Fringe Benefits | - | 203 | - | - | - |
| 2005 | 2 | 198 | $19,986,221 | $1,333,253 | $6,734iApproximate average salary by contribution assumption: employee only about $168,340 at 4% or $112,227 at 6%; with 50% employer match about $112,227 at 4% or $74,818 at 6%; with 100% employer match about $84,170 at 4% or $56,113 at 6%. |
| Hardesty & Hanover LLP Employees Profit Sharing | - | 198 | $19,986,221 | $1,333,253 | $6,734iApproximate average salary by contribution assumption: employee only about $168,340 at 4% or $112,227 at 6%; with 50% employer match about $112,227 at 4% or $74,818 at 6%; with 100% employer match about $84,170 at 4% or $56,113 at 6%. |
| Standard Fringe Benefits | - | 187 | - | - | - |
| 2004 | 2 | 234 | $18,918,546 | $1,508,008 | $6,444iApproximate average salary by contribution assumption: employee only about $161,112 at 4% or $107,408 at 6%; with 50% employer match about $107,408 at 4% or $71,605 at 6%; with 100% employer match about $80,556 at 4% or $53,704 at 6%. |
| Hardesty & Hanover LLP Employees Profit Sharing | - | 234 | $18,918,546 | $1,508,008 | $6,444iApproximate average salary by contribution assumption: employee only about $161,112 at 4% or $107,408 at 6%; with 50% employer match about $107,408 at 4% or $71,605 at 6%; with 100% employer match about $80,556 at 4% or $53,704 at 6%. |
| Standard Fringe Benefits | - | 216 | - | - | - |
| 2003 | 2 | 217 | $16,567,395 | $1,261,733 | $5,814iApproximate average salary by contribution assumption: employee only about $145,361 at 4% or $96,907 at 6%; with 50% employer match about $96,907 at 4% or $64,605 at 6%; with 100% employer match about $72,680 at 4% or $48,454 at 6%. |
| Hardesty & Hanover LLP Employees Profit Sharing | - | 217 | $16,567,395 | $1,261,733 | $5,814iApproximate average salary by contribution assumption: employee only about $145,361 at 4% or $96,907 at 6%; with 50% employer match about $96,907 at 4% or $64,605 at 6%; with 100% employer match about $72,680 at 4% or $48,454 at 6%. |
| Standard Fringe Benefits | - | 206 | - | - | - |
| 2002 | 2 | 248 | $13,047,840 | $1,424,103 | $5,742iApproximate average salary by contribution assumption: employee only about $143,559 at 4% or $95,706 at 6%; with 50% employer match about $95,706 at 4% or $63,804 at 6%; with 100% employer match about $71,779 at 4% or $47,853 at 6%. |
| Hardesty & Hanover LLP Employees Profit Sharing | - | 248 | $13,047,840 | $1,424,103 | $5,742iApproximate average salary by contribution assumption: employee only about $143,559 at 4% or $95,706 at 6%; with 50% employer match about $95,706 at 4% or $63,804 at 6%; with 100% employer match about $71,779 at 4% or $47,853 at 6%. |
| Standard Fringe Benefits | - | 216 | - | - | - |
| 2001 | 1 | 225 | $13,395,338 | $1,280,811 | $5,692iApproximate average salary by contribution assumption: employee only about $142,312 at 4% or $94,875 at 6%; with 50% employer match about $94,875 at 4% or $63,250 at 6%; with 100% employer match about $71,156 at 4% or $47,437 at 6%. |
| Hardesty & Hanover LLP Employees Profit Sharing | Current | 225 | $13,395,338 | $1,280,811 | $5,692iApproximate average salary by contribution assumption: employee only about $142,312 at 4% or $94,875 at 6%; with 50% employer match about $94,875 at 4% or $63,250 at 6%; with 100% employer match about $71,156 at 4% or $47,437 at 6%. |
| 2000 | 1 | 196 | $13,002,619 | $986,400 | $5,033iApproximate average salary by contribution assumption: employee only about $125,816 at 4% or $83,878 at 6%; with 50% employer match about $83,878 at 4% or $55,918 at 6%; with 100% employer match about $62,908 at 4% or $41,939 at 6%. |
| Hardesty & Hanover LLP Employees Profit Sharing | - | 196 | $13,002,619 | $986,400 | $5,033iApproximate average salary by contribution assumption: employee only about $125,816 at 4% or $83,878 at 6%; with 50% employer match about $83,878 at 4% or $55,918 at 6%; with 100% employer match about $62,908 at 4% or $41,939 at 6%. |
| 1999 | 2 | 179 | $0 | $0 | - |
| Hardesty & Hanover LLP Employees Profit Sharing | - | 179 | - | - | - |
| Standard Fringe Benefits | - | 171 | - | - | - |
Schedule Details
Schedule A
- Row 1
- Filing Id
- 91037128347323
- Form Id
- 31522958
- Page Id
- 2
- Page Seq
- 0
- Page Row Num
- 1
- Row Num
- 0
- Image Form Id
- 1020373104531060002
- Ins Broker 01 Name
- EVAN LEVINE
- Ins Broker 01 Street Addr
- 14TH FLOOR 530 FIFTH AVENUE
- Ins Broker 01 City
- NEW YORK
- Ins Broker 01 State
- NY
- Ins Broker 01 ZIP Code
- 10036
- Ins Broker Comm Pd 01 Amount
- $11,884
- Ins Broker Fees Pd 01 Amount
- $2,182
- Ins Broker Fees Pd 01 Text
- FEES PAID ON THE BASIS OF AGGREGATE VAL OF CONTRACTS PLACED & RETAINED
- Ins Broker 01 Code
- 3
- Row 2
- Filing Id
- 91037128347323
- Form Id
- 31522958
- Page Id
- 2
- Page Seq
- 0
- Page Row Num
- 2
- Row Num
- 1
- Image Form Id
- 1020373104531060002
- Ins Broker 01 Name
- STERN SLAVUTIN - 2
- Ins Broker 01 Street Addr
- 530 FIFTH AVE 14TH FLOOR
- Ins Broker 01 City
- NEW YORK
- Ins Broker 01 State
- NY
- Ins Broker 01 ZIP Code
- 10036
- Ins Broker Comm Pd 01 Amount
- $11,884
- Ins Broker Fees Pd 01 Amount
- $1,688
- Ins Broker Fees Pd 01 Text
- FEES PAID ON THE BASIS OF AGGREGATE VAL OF CONTRACTS PLACED & RETAINED
- Ins Broker 01 Code
- 3
- Row 3
- Ins Carrier Name: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
- Filing Id
- 91037128347323
- Form Id
- 31522958
- Schedule A EIN
- 13-1842518
- Schedule A Plan Num
- 002
- Schedule A Plan Year Begin Date
- 2001-01-01
- Schedule A Tax Period
- 20011231
- Ins Carrier Name
- MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
- Ins Carrier EIN
- 04-1590850
- Ins Carrier Naic Code
- 65935
- Ins Contract Num
- SF 6739
- Ins Prsn Covered End of year Count
- 238
- Ins Policy From Date
- 2001-01-01
- Ins Policy To Date
- 2001-12-31
- Ins Broker Comm Total Amount
- $23,768
- Ins Broker Fees Total Amount
- $3,870
- Pension End of year Gen Account Amount
- $0
- Pension End of year Sep Account Amount
- $7,239,003
- Pension Prem Paid Total Amount
- $0
- Pension Unpaid Premium Amount
- $0
- Pension Contract Cost Amount
- $0
- Pnsn Type Unalloc Cntrct I
- 4
- Pension Oth Unalloc Type Text
- GROUP ANNUITY CONTRACT
- Pension End Prev Bal Amount
- $4,911,992
- Pension Contribution Dep Amount
- $1,187,947
- Pension Divnd Cr Dep Amount
- $0
- Pension Interest Cr Dur Yr Amount
- $324,492
- Pension Transfer From Amount
- $615,880
- Pension Other Amount
- $276,972
- Pension Other Text
- LN INT, LN PRIN, ROLLOVER, TRANS FO
- Pension Total Additions Amount
- $2,405,291
- Pension Total Bal Addn Amount
- $7,317,283
- Pension Bnfts Dsbrsd Amount
- $173,642
- Pension Admin Chrg Amount
- $24,041
- Pension Transfer To Amount
- $1,171,884
- Pension Oth Ded Amount
- $48,040
- Pension Oth Ded Text
- LN DISTRIB
- Pension Total Ded Amount
- $1,417,607
- Pension End of year Bal Amount
- $5,899,676
- Wlfr Premium Rcvd Amount
- $0
- Wlfr Unpaid Due Amount
- $0
- Wlfr Reserve Amount
- $0
- Wlfr Total Earned Prem Amount
- $0
- Wlfr Claims Paid Amount
- $0
- Wlfr Incr Reserve Amount
- $0
- Wlfr Incurred Claim Amount
- $0
- Wlfr Claims Chrgd Amount
- $0
- Wlfr Ret Commissions Amount
- $0
- Wlfr Ret Admin Amount
- $0
- Wlfr Ret Oth Cost Amount
- $0
- Wlfr Ret Oth Expense Amount
- $0
- Wlfr Ret Taxes Amount
- $0
- Wlfr Ret Charges Amount
- $0
- Wlfr Ret Oth Chrgs Amount
- $0
- Wlfr Ret Total Amount
- $0
- Wlfr Refund Amount
- $0
- Wlfr Held Bnfts Amount
- $0
- Wlfr Claims Reserve Amount
- $0
- Wlfr Oth Reserve Amount
- $0
- Wlfr Divnds Due Amount
- $0
- Wlfr Total Charges Paid Amount
- $0
- Wlfr Acquis Cost Amount
- $0
Schedule C
Schedule C Provider
Provider 1
Provider details
Source fields
- Row 1
- Filing Id
- 91037128347323
- Page Id
- 1
- Page Seq
- 0
- Page Row Num
- 1
- Row Num
- 0
- Image Form Id
- 1020373104531060003
- Row 2
- Filing Id
- 91037128347323
- Page Id
- 1
- Page Seq
- 0
- Page Row Num
- 1
- Row Num
- 0
- Image Form Id
- 1020373104531060003
- Provider 01 Position
- CONTRACT ADMINISTRATOR
- Provider 01 Salary Amount
- $0
- Provider 01 Fees Amount
- $0
- Provider 01 Srvc Code
- 12
Schedule C Provider
Provider 2
Provider details
Source fields
- Row 3
- Filing Id
- 91037128347323
- Page Id
- 1
- Page Seq
- 0
- Page Row Num
- 2
- Row Num
- 1
- Image Form Id
- 1020373104531060003
- Provider 01 Name
- MASSACHUSETTS MUTUAL LIFE INSURANCE
- Provider 01 EIN
- 04-1590850
- Provider 01 Position
- RECORD KEEPER
- Provider 01 Relation
- SERVICE PROVIDER
- Provider 01 Salary Amount
- $0
- Provider 01 Fees Amount
- $52,119
- Provider 01 Srvc Code
- 24
Schedule C Provider
Provider 3
Provider details
Source fields
- Row 4
- Filing Id
- 91037128347323
- Schedule C EIN
- 13-1842518
- Schedule C Plan number
- 002
- Schedule C Plan Year Begin Date
- 2001-01-01
- Schedule C Tax Period
- 20011231
- Provider Total Comp Paid Amount
- $0
Schedule D
- Row 1
- Filing Id
- 91037128347323
- Page Id
- 1
- Page Seq
- 0
- Page Row Num
- 1
- Row Num
- 0
- Image Form Id
- 1020373104531060004
- DFE P1 Entity 01 Name
- SIA-A
- DFE P1 Spons 01 Name
- MASSACHUSETTS MUTUAL LIFE INSURANCE
- DFE P1 Plan 01 EIN Plan number
- 041590850010
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $949,009
- Row 2
- Filing Id
- 91037128347323
- Page Id
- 1
- Page Seq
- 0
- Page Row Num
- 1
- Row Num
- 0
- Image Form Id
- 1020373104531060004
- Row 3
- Filing Id
- 91037128347323
- Page Id
- 1
- Page Seq
- 0
- Page Row Num
- 2
- Row Num
- 1
- Image Form Id
- 1020373104531060004
- DFE P1 Entity 01 Name
- SIA-BA
- DFE P1 Spons 01 Name
- MASSACHUSETTS MUTUAL LIFE INSURANCE
- DFE P1 Plan 01 EIN Plan number
- 041590850029
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $350,871
- Row 4
- Filing Id
- 91037128347323
- Page Id
- 2
- Page Seq
- 1
- Page Row Num
- 1
- Row Num
- 10
- Image Form Id
- 1020373104531060004
- DFE P1 Entity 01 Name
- SIA-SC
- DFE P1 Spons 01 Name
- MASSACHUSETTS MUTUAL LIFE INSURANCE
- DFE P1 Plan 01 EIN Plan number
- 041590850105
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $157,805
- Row 5
- Filing Id
- 91037128347323
- Page Id
- 2
- Page Seq
- 1
- Page Row Num
- 2
- Row Num
- 11
- Image Form Id
- 1020373104531060004
- DFE P1 Entity 01 Name
- SIA-SV
- DFE P1 Spons 01 Name
- MASSACHUSETTS MUTUAL LIFE INSURANCE
- DFE P1 Plan 01 EIN Plan number
- 041590850108
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $761,544
- Row 6
- Filing Id
- 91037128347323
- Page Id
- 2
- Page Seq
- 1
- Page Row Num
- 3
- Row Num
- 12
- Image Form Id
- 1020373104531060004
- DFE P1 Entity 01 Name
- SIA-W1
- DFE P1 Spons 01 Name
- MASSACHUSETTS MUTUAL LIFE INSURANCE
- DFE P1 Plan 01 EIN Plan number
- 041590850113
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $493,665
- Row 7
- Filing Id
- 91037128347323
- Page Id
- 2
- Page Seq
- 1
- Page Row Num
- 4
- Row Num
- 13
- Image Form Id
- 1020373104531060004
- DFE P1 Entity 01 Name
- SIA-W9
- DFE P1 Spons 01 Name
- MASSACHUSETTS MUTUAL LIFE INSURANCE
- DFE P1 Plan 01 EIN Plan number
- 041590850121
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $917,256
- Row 8
- Filing Id
- 91037128347323
- Page Id
- 2
- Page Seq
- 1
- Page Row Num
- 5
- Row Num
- 14
- Image Form Id
- 1020373104531060004
- DFE P1 Entity 01 Name
- SIA-X
- DFE P1 Spons 01 Name
- MASSACHUSETTS MUTUAL LIFE INSURANCE
- DFE P1 Plan 01 EIN Plan number
- 041590850133
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $366,674
- Row 9
- Filing Id
- 91037128347323
- Page Id
- 1
- Page Seq
- 0
- Page Row Num
- 3
- Row Num
- 2
- Image Form Id
- 1020373104531060004
- DFE P1 Entity 01 Name
- SIA-BC
- DFE P1 Spons 01 Name
- MASSACHUSETTS MUTUAL LIFE INSURANCE
- DFE P1 Plan 01 EIN Plan number
- 041590850030
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $93,123
- Row 10
- Filing Id
- 91037128347323
- Page Id
- 1
- Page Seq
- 0
- Page Row Num
- 4
- Row Num
- 3
- Image Form Id
- 1020373104531060004
- DFE P1 Entity 01 Name
- SIA-BE
- DFE P1 Spons 01 Name
- MASSACHUSETTS MUTUAL LIFE INSURANCE
- DFE P1 Plan 01 EIN Plan number
- 041590850031
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $184,743
- Row 11
- Filing Id
- 91037128347323
- Page Id
- 2
- Page Seq
- 0
- Page Row Num
- 1
- Row Num
- 4
- Image Form Id
- 1020373104531060004
- DFE P1 Entity 01 Name
- SIA-BP
- DFE P1 Spons 01 Name
- MASSACHUSETTS MUTUAL LIFE INSURANCE
- DFE P1 Plan 01 EIN Plan number
- 041590850032
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $469,368
- Row 12
- Filing Id
- 91037128347323
- Page Id
- 2
- Page Seq
- 0
- Page Row Num
- 2
- Row Num
- 5
- Image Form Id
- 1020373104531060004
- DFE P1 Entity 01 Name
- SIA-E
- DFE P1 Spons 01 Name
- MASSACHUSETTS MUTUAL LIFE INSURANCE
- DFE P1 Plan 01 EIN Plan number
- 041590850041
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $489,232
- Row 13
- Filing Id
- 91037128347323
- Page Id
- 2
- Page Seq
- 0
- Page Row Num
- 3
- Row Num
- 6
- Image Form Id
- 1020373104531060004
- DFE P1 Entity 01 Name
- SIA-I
- DFE P1 Spons 01 Name
- MASSACHUSETTS MUTUAL LIFE INSURANCE
- DFE P1 Plan 01 EIN Plan number
- 041590850044
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $596,581
- Row 14
- Filing Id
- 91037128347323
- Page Id
- 2
- Page Seq
- 0
- Page Row Num
- 4
- Row Num
- 7
- Image Form Id
- 1020373104531060004
- DFE P1 Entity 01 Name
- SIA-J
- DFE P1 Spons 01 Name
- MASSACHUSETTS MUTUAL LIFE INSURANCE
- DFE P1 Plan 01 EIN Plan number
- 041590850045
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $78,473
- Row 15
- Filing Id
- 91037128347323
- Page Id
- 2
- Page Seq
- 0
- Page Row Num
- 5
- Row Num
- 8
- Image Form Id
- 1020373104531060004
- DFE P1 Entity 01 Name
- SIA-N1
- DFE P1 Spons 01 Name
- MASSACHUSETTS MUTUAL LIFE INSURANCE
- DFE P1 Plan 01 EIN Plan number
- 041590850068
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $1,104,666
- Row 16
- Filing Id
- 91037128347323
- Page Id
- 2
- Page Seq
- 0
- Page Row Num
- 6
- Row Num
- 9
- Image Form Id
- 1020373104531060004
- DFE P1 Entity 01 Name
- SIA-N5
- DFE P1 Spons 01 Name
- MASSACHUSETTS MUTUAL LIFE INSURANCE
- DFE P1 Plan 01 EIN Plan number
- 041590850072
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $225,995
Schedule H
Schedule H Financial Statement
Large plan result
Assets, contributions, fees, audit, and compliance fields reported for this large-plan filing.
End-of-year assets$13,395,338$392,719 change
Balance Sheet
Beginning and end of plan year.
Total assets$13,002,619$13,395,338Increase +$392,719 (3.02%)
Total liabilities$0$0No change $0
Net assets$13,002,619$13,395,338Increase +$392,719 (3.02%)
Contributions
Employer contributions$198,653
Participant contributions$989,294
Other contributions$92,864
Total contributions$1,280,811
Income & Investment Result
Total income$730,279
Interest$349,549
Dividends$0
Net income$392,719
Expenses & Fees
Benefits paid$277,036
Investment management$0
Administrative expenses$52,119
Total expenses$337,560
Accountant
FirmBOYCE, HUGHES & FARRELL, LLP
Firm EIN01-3496691
Compliance
Fidelity bondYes
Fidelity bond amount$800,000
Participant loans$256,659
Late contributionsNo
Schedule H source fields
- Financial summary
- Total assets at beginning of year: $13,002,619Total assets at end of year: $13,395,338Total liabilities at end of year: $0Net income or loss: $392,719
- Filing Id
- 91037128347323
- Schedule H EIN
- 13-1842518
- Schedule H Plan number
- 002
- Schedule H Plan Year Begin Date
- 2001-01-01
- Schedule H Tax Period
- 20011231
- Non Interest Bear Cash Beginning of year Amount
- $0
- Employer Contribution Beginning of year Amount
- $0
- Participants Contribution Beginning of year Amount
- $0
- Other Receivables Beginning of year Amount
- $0
- Interest Bear Cash Beginning of year Amount
- $0
- Govt Sec Beginning of year Amount
- $0
- Corp Debt Preferred Beginning of year Amount
- $0
- Corp Debt Other Beginning of year Amount
- $0
- Pref Stock Beginning of year Amount
- $0
- Common Stock Beginning of year Amount
- $0
- Joint Venture Beginning of year Amount
- $0
- Real Estate Beginning of year Amount
- $0
- Other Loans Beginning of year Amount
- $0
- Participant loans at beginning of year
- $270,748
- Interest Common Tr Beginning of year Amount
- $0
- Interest Pool Sep Account Beginning of year Amount
- $7,819,879
- Interest Master Tr Beginning of year Amount
- $0
- Interest 103 12 Investment Beginning of year Amount
- $0
- Interest in registered investment companies at beginning of year
- $0
- Ins Co Gen Account Beginning of year Amount
- $4,911,992
- Oth Investment Beginning of year Amount
- $0
- Employer Sec Beginning of year Amount
- $0
- Employer Prop Beginning of year Amount
- $0
- Bldgs Used Beginning of year Amount
- $0
- Total assets at beginning of year
- $13,002,619
- Bnfts Payable Beginning of year Amount
- $0
- Oprtng Payable Beginning of year Amount
- $0
- Acquis Indbt Beginning of year Amount
- $0
- Other Liability Beginning of year Amount
- $0
- Total liabilities at beginning of year
- $0
- Net assets at beginning of year
- $13,002,619
- Non Interest Bear Cash End of year Amount
- $0
- Employer Contribution End of year Amount
- $0
- Participants Contribution End of year Amount
- $0
- Other Receivables End of year Amount
- $0
- Interest Bear Cash End of year Amount
- $0
- Govt Sec End of year Amount
- $0
- Corp Debt Preferred End of year Amount
- $0
- Corp Debt Other End of year Amount
- $0
- Pref Stock End of year Amount
- $0
- Common Stock End of year Amount
- $0
- Joint Venture End of year Amount
- $0
- Real Estate End of year Amount
- $0
- Other Loans End of year Amount
- $0
- Participant loans at end of year
- $256,659
- Interest Common Tr End of year Amount
- $0
- Interest Pool Sep Account End of year Amount
- $7,239,003
- Interest Master Tr End of year Amount
- $0
- Interest 103 12 Investment End of year Amount
- $0
- Interest in registered investment companies at end of year
- $0
- Ins Co Gen Account End of year Amount
- $5,899,676
- Oth Investment End of year Amount
- $0
- Employer Sec End of year Amount
- $0
- Employer Prop End of year Amount
- $0
- Bldgs Used End of year Amount
- $0
- Total assets at end of year
- $13,395,338
- Bnfts Payable End of year Amount
- $0
- Oprtng Payable End of year Amount
- $0
- Acquis Indbt End of year Amount
- $0
- Other Liability End of year Amount
- $0
- Total liabilities at end of year
- $0
- Net assets at end of year
- $13,395,338
- Employer contributions
- $198,653
- Participant contributions
- $989,294
- Oth Contribution Rcvd Amount
- $92,864
- Non Cash Contribution Bs Amount
- $0
- Total contributions
- $1,280,811
- Interest Bear Cash Amount
- $0
- Interest On Govt Sec Amount
- $0
- Interest On Corp Debt Amount
- $0
- Interest On Oth Loans Amount
- $0
- Interest on participant loans
- $25,057
- Interest On Oth Investment Amount
- $324,492
- Total interest income
- $349,549
- Divnd Pref Stock Amount
- $0
- Divnd Common Stock Amount
- $0
- Total dividend income
- $0
- Total Rents Amount
- $0
- Aggregate Proceeds Amount
- $0
- Aggregate Costs Amount
- $0
- Net gain or loss on sale of assets
- $0
- Unrealized Apprctn Re Amount
- $0
- Unrealized Apprctn Oth Amount
- $0
- Net unrealized appreciation or depreciation
- $0
- Gain Loss Com Trust Amount
- $0
- Gain Loss Pool Sep Amount
- $-900,081
- Gain Loss Master Tr Amount
- $0
- Gain Loss 103 12 Investment Amount
- $0
- Gain or loss on registered investments
- $0
- Other Income Amount
- $0
- Total income
- $730,279
- Participant distributions
- $277,036
- Ins Carrier Bnfts Amount
- $0
- Oth Bnft Payment Amount
- $0
- Total benefit distributions
- $277,036
- Total Corrective Distribution Amount
- $0
- Total Dm Distribution Ptcp Lns A
- 8405
- Total Interest Expense Amount
- $0
- Professional Fees Amount
- $0
- Contract Admin Fees Amount
- $0
- Investment management fees
- $0
- Other Admin Fees Amount
- $52,119
- Total administrative expenses
- $52,119
- Total expenses
- $337,560
- Net income or loss
- $392,719
- Total Transfers To Amount
- $0
- Transfers from other plans
- $0
- Accountant Opinion Type Indicator
- 3
- Account Performed Limited Audit Indicator
- Yes
- Accountant firm name
- BOYCE, HUGHES & FARRELL, LLP
- Accountant firm EIN
- 01-3496691
- Failed to transmit participant contributions on time
- No
- Fail Transmit Contribution Amount
- $0
- Participant loans in default
- No
- Loans In Default Amount
- $0
- Leases in default
- No
- Leases In Default Amount
- $0
- Nonexempt transactions with parties in interest
- No
- Party In Interest Not Reported Amount
- $0
- Fidelity bond in place
- Yes
- Fidelity bond amount
- $800,000
- Loss discovered during year
- No
- Loss Discovered Dur Year Amount
- $0
- Assets with undetermined value
- No
- Asset Undeterm Valuation Amount
- $0
- Non-cash contributions reported
- No
- Non Cash Contribution Amount
- $0
- Assets held for investment
- Yes
- Reportable 5% transactions
- No
- All plan assets distributed
- No
- Resolution to terminate plan adopted
- No
- Res Terminate Plan Adpt Amount
- $0
Schedule R
Schedule R Pension Information
Retirement plan characteristics
Testing, payor, opinion-letter, and transfer information reported with the filing.
Pension & Payor
Payor EIN04-1590850
Transfers
Distributed property value$0
Schedule R source fields
- Payor 04-1590850
- Filing Id
- 91037128347323
- Schedule R EIN
- 13-1842518
- Schedule R Plan number
- 002
- Schedule R Plan Year Begin Date
- 2001-01-01
- Schedule R Tax Period
- 20011231
- Pension Value Dstrb Pd Property Amount
- $0
- Pension payor EIN
- 04-1590850
- Pension Bnft Distribution Sngl Sum Count
- 0
- Pension Employer Contribution Rqr Amount
- $0
- Pension Employer Contribution Paid Amount
- $0
- Pension Funding Deficiency Amount
- $0