401k Plan data: THE HUNTER GROUP ASSOC., INC. 401(K) PLAN & TRUST plan

THE HUNTER GROUP ASSOC., INC. 401(K) PLAN & TRUST 401k Plan overview

Plan Name	THE HUNTER GROUP ASSOC., INC. 401(K) PLAN & TRUST
Plan identification number	001

THE HUNTER GROUP ASSOC., INC. 401(K) PLAN & TRUST Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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.

401k Sponsoring company profile

THE HUNTER GROUP ASSOC., INC. has sponsored the creation of one or more 401k plans.

Company Name: THE HUNTER GROUP ASSOC., INC.

Employer identification number (EIN): 363515067

NAIC Classification: 561300

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE HUNTER GROUP ASSOC., INC. 401(K) PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2016-01-01 KAREN FOX 2017-08-16 KAREN FOX 2017-08-16
001 2015-01-01 KAREN FOX 2016-09-27 KAREN FOX 2016-09-27
001 2014-01-01 KAREN FOX 2015-10-14 KAREN FOX 2015-10-14
001 2013-01-01 KAREN A FOX 2014-10-14 KAREN A FOX 2014-10-14
001 2012-01-01 KAREN FOX KAREN FOX 2013-09-09
001 2011-01-01 KAREN A. FOX KAREN A. FOX 2012-08-15
001 2010-01-01 KAREN FOX KAREN FOX 2011-03-21
001 2009-01-01 KAREN FOX KAREN FOX 2010-10-11

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2016-01-01	KAREN FOX	2017-08-16	KAREN FOX	2017-08-16
001	2015-01-01	KAREN FOX	2016-09-27	KAREN FOX	2016-09-27
001	2014-01-01	KAREN FOX	2015-10-14	KAREN FOX	2015-10-14
001	2013-01-01	KAREN A FOX	2014-10-14	KAREN A FOX	2014-10-14
001	2012-01-01	KAREN FOX		KAREN FOX	2013-09-09
001	2011-01-01	KAREN A. FOX		KAREN A. FOX	2012-08-15
001	2010-01-01	KAREN FOX		KAREN FOX	2011-03-21
001	2009-01-01	KAREN FOX		KAREN FOX	2010-10-11

Plan Statistics for THE HUNTER GROUP ASSOC., INC. 401(K) PLAN & TRUST

401k plan membership statisitcs for THE HUNTER GROUP ASSOC., INC. 401(K) PLAN & TRUST

Measure Date Value
2012: THE HUNTER GROUP ASSOC., INC. 401(K) PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year 2012-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 4
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 0
Total of all active and inactive participants 2012-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 4
Number of participants with account balances 2012-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: THE HUNTER GROUP ASSOC., INC. 401(K) PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year 2011-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 4
Total of all active and inactive participants 2011-01-01 4
Total participants 2011-01-01 4
Number of participants with account balances 2011-01-01 4
2010: THE HUNTER GROUP ASSOC., INC. 401(K) PLAN & TRUST 2010 401k membership
Total participants, beginning-of-year 2010-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 4
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 0
Total of all active and inactive participants 2010-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 4
Number of participants with account balances 2010-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: THE HUNTER GROUP ASSOC., INC. 401(K) PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year 2009-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 4
Number of retired or separated participants receiving benefits 2009-01-01 1
Number of other retired or separated participants entitled to future benefits 2009-01-01 0
Total of all active and inactive participants 2009-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 5
Number of participants with account balances 2009-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2012: THE HUNTER GROUP ASSOC., INC. 401(K) PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year	2012-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	4
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	4
Number of participants with account balances	2012-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: THE HUNTER GROUP ASSOC., INC. 401(K) PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year	2011-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	4
Total of all active and inactive participants	2011-01-01	4
Total participants	2011-01-01	4
Number of participants with account balances	2011-01-01	4
2010: THE HUNTER GROUP ASSOC., INC. 401(K) PLAN & TRUST 2010 401k membership
Total participants, beginning-of-year	2010-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	4
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	0
Total of all active and inactive participants	2010-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	4
Number of participants with account balances	2010-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: THE HUNTER GROUP ASSOC., INC. 401(K) PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year	2009-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	4
Number of retired or separated participants receiving benefits	2009-01-01	1
Number of other retired or separated participants entitled to future benefits	2009-01-01	0
Total of all active and inactive participants	2009-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	5
Number of participants with account balances	2009-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on THE HUNTER GROUP ASSOC., INC. 401(K) PLAN & TRUST

Measure	Date	Value
2012 : THE HUNTER GROUP ASSOC., INC. 401(K) PLAN & TRUST 2012 401k financial data
Total plan liabilities at end of year	2012-12-31	$66
Total income from all sources	2012-12-31	$105,937
Expenses. Total of all expenses incurred	2012-12-31	$4,803
Total plan assets at end of year	2012-12-31	$541,023
Total plan assets at beginning of year	2012-12-31	$439,823
Value of fidelity bond covering the plan	2012-12-31	$13,000
Total contributions received or receivable from participants	2012-12-31	$40,800
Other income received	2012-12-31	$65,137
Net income (gross income less expenses)	2012-12-31	$101,134
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$540,957
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$439,823
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2012-12-31	$10,216
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$4,803
2011 : THE HUNTER GROUP ASSOC., INC. 401(K) PLAN & TRUST 2011 401k financial data
Total income from all sources	2011-12-31	$18,245
Expenses. Total of all expenses incurred	2011-12-31	$0
Total plan assets at end of year	2011-12-31	$439,823
Total plan assets at beginning of year	2011-12-31	$421,578
Value of fidelity bond covering the plan	2011-12-31	$13,000
Total contributions received or receivable from participants	2011-12-31	$37,481
Other income received	2011-12-31	$-19,236
Net income (gross income less expenses)	2011-12-31	$18,245
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$439,823
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$421,578
2010 : THE HUNTER GROUP ASSOC., INC. 401(K) PLAN & TRUST 2010 401k financial data
Total income from all sources	2010-12-31	$81,839
Expenses. Total of all expenses incurred	2010-12-31	$13,855
Total plan assets at end of year	2010-12-31	$421,578
Total plan assets at beginning of year	2010-12-31	$353,594
Value of fidelity bond covering the plan	2010-12-31	$13,000
Total contributions received or receivable from participants	2010-12-31	$32,999
Other income received	2010-12-31	$48,840
Net income (gross income less expenses)	2010-12-31	$67,984
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$421,578
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$353,594
Value of corrective distributions	2010-12-31	$13,855

Form 5500 Responses for THE HUNTER GROUP ASSOC., INC. 401(K) PLAN & TRUST

2012: THE HUNTER GROUP ASSOC., INC. 401(K) PLAN & TRUST 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: THE HUNTER GROUP ASSOC., INC. 401(K) PLAN & TRUST 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: THE HUNTER GROUP ASSOC., INC. 401(K) PLAN & TRUST 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: THE HUNTER GROUP ASSOC., INC. 401(K) PLAN & TRUST 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

57108

Policy instance

Insurance contract or identification number	57108
Number of Individuals Covered	4
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $2,445
Total amount of fees paid to insurance company	USD $218
Commission paid to Insurance Broker	USD $576
Insurance broker organization code?	3
Amount paid for insurance broker fees	218
Insurance broker name	MERRILL LYNCH LIFE AGENCY

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

57108

Policy instance

Insurance contract or identification number	57108
Number of Individuals Covered	4
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $2,386
Total amount of fees paid to insurance company	USD $0
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 number

57108

Policy instance

Insurance contract or identification number	57108
Number of Individuals Covered	4
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $2,048
Total amount of fees paid to insurance company	USD $0
Commission paid to Insurance Broker	USD $1,871
Insurance broker organization code?	3
Insurance broker name	E.R.I.S.A., INC.

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Company Name:	THE HUNTER GROUP ASSOC., INC.
Employer identification number (EIN):	363515067
NAIC Classification:	561300