Hearthstone Management, Inc. 401(k) Plan: Login, Facts & Contact Information

No recent filing

No Form 5500 has been filed for this plan since plan year 2010. The plan may have been terminated, merged into another plan, or moved to a new sponsor. Everything below comes from its last filing on record.

Hearthstone Management, Inc. 401(k) Plan Facts (plan year 2010)

Plan name
HEARTHSTONE MANAGEMENT, INC. 401K PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
HEARTHSTONE MANAGEMENT, INC.
Participants
1,239 (860 active employees)
Former employees with a balance
77
Plan assets
$900,345 at Dec 31, 2010
Average account balance
$8,414 across 107 accounts
Plan year
Jan 1, 2010 – Dec 31, 2010
Plan established
Jan 1, 2000
✓ Employer contributions— Automatic enrollment— Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2010 (Jan 1, 2010 – Dec 31, 2010), filed Sep 28, 2011. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2010

  • $70,156 went into the plan in contributions.
  • $338,563 was paid out to participants.
  • Investment and other income added $88,382.
  • Administrative expenses were $3,686, about $34 per account.

How the Hearthstone Management, Inc. 401(k) changed, 2009–2010

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
20091,146$1.08 million—$70,777
20101,239$900,345—$338,563

Hearthstone Management, Inc. 401(k) Contact Information

Phone
281-362-3506
Mailing address
24 WATERWAY AVENUE, SUITE 1150, THE WOODLANDS TX 773801556
Plan sponsor
HEARTHSTONE MANAGEMENT, INC.
Employer identification number (EIN)
76-0409659
Plan number
001

Questions about the Hearthstone Management, Inc. 401(k)

Is the Hearthstone Management, Inc 401(k) plan still active?

We can't confirm that. The last Form 5500 on record for this plan covers plan year 2010, and no later filing was found under this employer's EIN.

Does Hearthstone Management, Inc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement.

Does the Hearthstone Management, Inc 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the Hearthstone Management, Inc 401(k) plan?

1,239 participants at the start of plan year 2010, 860 of them active employees, and 77 former employees who still had money in the plan.

What is the average 401(k) balance at Hearthstone Management, Inc?

About $8,414 per account: $900,345 in plan assets across 107 accounts with a balance at the end of plan year 2010.

Who manages the Hearthstone Management, Inc 401(k) accounts?

Nationwide is the plan's recordkeeper, which is where participants log in to see their balance.

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