401k Plan data: GARY HURLBUT INSURANCE AGENCY, INC. AGE-WEIGHTED PROFIT SHARING PLAN plan

GARY HURLBUT INSURANCE AGENCY, INC. AGE-WEIGHTED PROFIT SHARING PLAN 401k Plan overview

Plan Name	GARY HURLBUT INSURANCE AGENCY, INC. AGE-WEIGHTED PROFIT SHARING PLAN
Plan identification number	001

GARY HURLBUT INSURANCE AGENCY, INC. AGE-WEIGHTED PROFIT SHARING PLAN Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	Profit-sharing 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

GARY HURLBUT INSURANCE AGENCY INC has sponsored the creation of one or more 401k plans.

Company Name: GARY HURLBUT INSURANCE AGENCY INC

Employer identification number (EIN): 592035613

NAIC Classification: 524210
NAIC Description: Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GARY HURLBUT INSURANCE AGENCY, INC. AGE-WEIGHTED PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2014-07-01 GARY HURLBUT
001 2013-07-01 GARY HURLBUT GARY HURLBUT 2015-08-19
001 2012-07-01 GARY HURLBUT GARY HURLBUT 2014-02-19
001 2011-07-01 GARY HURLBUT GARY HURLBUT 2013-09-09
001 2010-07-01 GARY HURLBUT 2012-01-26 GARY HURLBUT 2012-01-26
001 2009-07-01 GARY HURLBUT GARY HURLBUT 2011-01-21

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2014-07-01	GARY HURLBUT
001	2013-07-01	GARY HURLBUT		GARY HURLBUT	2015-08-19
001	2012-07-01	GARY HURLBUT		GARY HURLBUT	2014-02-19
001	2011-07-01	GARY HURLBUT		GARY HURLBUT	2013-09-09
001	2010-07-01	GARY HURLBUT	2012-01-26	GARY HURLBUT	2012-01-26
001	2009-07-01	GARY HURLBUT		GARY HURLBUT	2011-01-21

Plan Statistics for GARY HURLBUT INSURANCE AGENCY, INC. AGE-WEIGHTED PROFIT SHARING PLAN

401k plan membership statisitcs for GARY HURLBUT INSURANCE AGENCY, INC. AGE-WEIGHTED PROFIT SHARING PLAN

Measure Date Value
2014: GARY HURLBUT INSURANCE AGENCY, INC. AGE-WEIGHTED PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-07-01 2
Number of other retired or separated participants entitled to future benefits 2014-07-01 2
Total of all active and inactive participants 2014-07-01 2
Total participants 2014-07-01 2
2013: GARY HURLBUT INSURANCE AGENCY, INC. AGE-WEIGHTED PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-07-01 2
Total number of active participants reported on line 7a of the Form 5500 2013-07-01 0
Number of retired or separated participants receiving benefits 2013-07-01 0
Number of other retired or separated participants entitled to future benefits 2013-07-01 2
Total of all active and inactive participants 2013-07-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-07-01 0
Total participants 2013-07-01 2
Number of participants with account balances 2013-07-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-07-01 0
2012: GARY HURLBUT INSURANCE AGENCY, INC. AGE-WEIGHTED PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-07-01 2
Total number of active participants reported on line 7a of the Form 5500 2012-07-01 0
Number of retired or separated participants receiving benefits 2012-07-01 0
Number of other retired or separated participants entitled to future benefits 2012-07-01 2
Total of all active and inactive participants 2012-07-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-07-01 0
Total participants 2012-07-01 2
Number of participants with account balances 2012-07-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-07-01 0
2011: GARY HURLBUT INSURANCE AGENCY, INC. AGE-WEIGHTED PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-07-01 5
Total number of active participants reported on line 7a of the Form 5500 2011-07-01 1
Number of retired or separated participants receiving benefits 2011-07-01 0
Number of other retired or separated participants entitled to future benefits 2011-07-01 2
Total of all active and inactive participants 2011-07-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-07-01 0
Total participants 2011-07-01 3
Number of participants with account balances 2011-07-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-07-01 0
2009: GARY HURLBUT INSURANCE AGENCY, INC. AGE-WEIGHTED PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-07-01 5
Total number of active participants reported on line 7a of the Form 5500 2009-07-01 4
Number of retired or separated participants receiving benefits 2009-07-01 0
Number of other retired or separated participants entitled to future benefits 2009-07-01 0
Total of all active and inactive participants 2009-07-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-07-01 0
Total participants 2009-07-01 4
Number of participants with account balances 2009-07-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-07-01 0

Measure	Date	Value
2014: GARY HURLBUT INSURANCE AGENCY, INC. AGE-WEIGHTED PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-07-01	2
Number of other retired or separated participants entitled to future benefits	2014-07-01	2
Total of all active and inactive participants	2014-07-01	2
Total participants	2014-07-01	2
2013: GARY HURLBUT INSURANCE AGENCY, INC. AGE-WEIGHTED PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-07-01	2
Total number of active participants reported on line 7a of the Form 5500	2013-07-01	0
Number of retired or separated participants receiving benefits	2013-07-01	0
Number of other retired or separated participants entitled to future benefits	2013-07-01	2
Total of all active and inactive participants	2013-07-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-07-01	0
Total participants	2013-07-01	2
Number of participants with account balances	2013-07-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-07-01	0
2012: GARY HURLBUT INSURANCE AGENCY, INC. AGE-WEIGHTED PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-07-01	2
Total number of active participants reported on line 7a of the Form 5500	2012-07-01	0
Number of retired or separated participants receiving benefits	2012-07-01	0
Number of other retired or separated participants entitled to future benefits	2012-07-01	2
Total of all active and inactive participants	2012-07-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-07-01	0
Total participants	2012-07-01	2
Number of participants with account balances	2012-07-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-07-01	0
2011: GARY HURLBUT INSURANCE AGENCY, INC. AGE-WEIGHTED PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-07-01	5
Total number of active participants reported on line 7a of the Form 5500	2011-07-01	1
Number of retired or separated participants receiving benefits	2011-07-01	0
Number of other retired or separated participants entitled to future benefits	2011-07-01	2
Total of all active and inactive participants	2011-07-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-07-01	0
Total participants	2011-07-01	3
Number of participants with account balances	2011-07-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-07-01	0
2009: GARY HURLBUT INSURANCE AGENCY, INC. AGE-WEIGHTED PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-07-01	5
Total number of active participants reported on line 7a of the Form 5500	2009-07-01	4
Number of retired or separated participants receiving benefits	2009-07-01	0
Number of other retired or separated participants entitled to future benefits	2009-07-01	0
Total of all active and inactive participants	2009-07-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-07-01	0
Total participants	2009-07-01	4
Number of participants with account balances	2009-07-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-07-01	0

Financial Data on GARY HURLBUT INSURANCE AGENCY, INC. AGE-WEIGHTED PROFIT SHARING PLAN

Measure	Date	Value
2015 : GARY HURLBUT INSURANCE AGENCY, INC. AGE-WEIGHTED PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-06-30	$-1,251
Expenses. Total of all expenses incurred	2015-06-30	$0
Total plan assets at end of year	2015-06-30	$182,145
Total plan assets at beginning of year	2015-06-30	$183,396
Other income received	2015-06-30	$-1,251
Net income (gross income less expenses)	2015-06-30	$-1,251
Net plan assets at end of year (total assets less liabilities)	2015-06-30	$182,145
Net plan assets at beginning of year (total assets less liabilities)	2015-06-30	$183,396
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-06-30	$0
2014 : GARY HURLBUT INSURANCE AGENCY, INC. AGE-WEIGHTED PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-06-30	$1,533
Expenses. Total of all expenses incurred	2014-06-30	$0
Total plan assets at end of year	2014-06-30	$183,396
Total plan assets at beginning of year	2014-06-30	$181,863
Other income received	2014-06-30	$1,533
Net income (gross income less expenses)	2014-06-30	$1,533
Net plan assets at end of year (total assets less liabilities)	2014-06-30	$183,396
Net plan assets at beginning of year (total assets less liabilities)	2014-06-30	$181,863
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-06-30	$0
2013 : GARY HURLBUT INSURANCE AGENCY, INC. AGE-WEIGHTED PROFIT SHARING PLAN 2013 401k financial data
Transfers to/from the plan	2013-06-30	$0
Total plan liabilities at beginning of year	2013-06-30	$0
Total income from all sources	2013-06-30	$30,203
Expenses. Total of all expenses incurred	2013-06-30	$334,543
Benefits paid (including direct rollovers)	2013-06-30	$334,543
Total plan assets at end of year	2013-06-30	$181,863
Total plan assets at beginning of year	2013-06-30	$486,203
Total contributions received or receivable from participants	2013-06-30	$0
Expenses. Other expenses not covered elsewhere	2013-06-30	$0
Contributions received from other sources (not participants or employers)	2013-06-30	$0
Other income received	2013-06-30	$30,203
Noncash contributions received	2013-06-30	$0
Net income (gross income less expenses)	2013-06-30	$-304,340
Net plan assets at end of year (total assets less liabilities)	2013-06-30	$181,863
Net plan assets at beginning of year (total assets less liabilities)	2013-06-30	$486,203
Total contributions received or receivable from employer(s)	2013-06-30	$0
Value of certain deemed distributions of participant loans	2013-06-30	$0
Value of corrective distributions	2013-06-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-06-30	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-06-30	$0
2012 : GARY HURLBUT INSURANCE AGENCY, INC. AGE-WEIGHTED PROFIT SHARING PLAN 2012 401k financial data
Transfers to/from the plan	2012-06-30	$0
Total plan liabilities at end of year	2012-06-30	$0
Total plan liabilities at beginning of year	2012-06-30	$0
Total income from all sources	2012-06-30	$-23,891
Expenses. Total of all expenses incurred	2012-06-30	$24,473
Benefits paid (including direct rollovers)	2012-06-30	$24,473
Total plan assets at end of year	2012-06-30	$486,203
Total plan assets at beginning of year	2012-06-30	$534,567
Total contributions received or receivable from participants	2012-06-30	$0
Expenses. Other expenses not covered elsewhere	2012-06-30	$0
Contributions received from other sources (not participants or employers)	2012-06-30	$0
Other income received	2012-06-30	$-23,891
Noncash contributions received	2012-06-30	$0
Net income (gross income less expenses)	2012-06-30	$-48,364
Net plan assets at end of year (total assets less liabilities)	2012-06-30	$486,203
Net plan assets at beginning of year (total assets less liabilities)	2012-06-30	$534,567
Total contributions received or receivable from employer(s)	2012-06-30	$0
Value of certain deemed distributions of participant loans	2012-06-30	$0
Value of corrective distributions	2012-06-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2012-06-30	$0
2010 : GARY HURLBUT INSURANCE AGENCY, INC. AGE-WEIGHTED PROFIT SHARING PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-06-30	$0

Form 5500 Responses for GARY HURLBUT INSURANCE AGENCY, INC. AGE-WEIGHTED PROFIT SHARING PLAN

2014: GARY HURLBUT INSURANCE AGENCY, INC. AGE-WEIGHTED PROFIT SHARING PLAN 2014 form 5500 responses
2014-07-01	Type of plan entity	Single employer plan
2014-07-01	Submission has been amended	No
2014-07-01	This submission is the final filing	No
2014-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-07-01	Plan is a collectively bargained plan	No
2014-07-01	Plan funding arrangement – Trust	Yes
2014-07-01	Plan benefit arrangement - Trust	Yes
2013: GARY HURLBUT INSURANCE AGENCY, INC. AGE-WEIGHTED PROFIT SHARING PLAN 2013 form 5500 responses
2013-07-01	Type of plan entity	Single employer plan
2013-07-01	Submission has been amended	No
2013-07-01	This submission is the final filing	No
2013-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-07-01	Plan is a collectively bargained plan	No
2013-07-01	Plan funding arrangement – Trust	Yes
2013-07-01	Plan benefit arrangement - Trust	Yes
2012: GARY HURLBUT INSURANCE AGENCY, INC. AGE-WEIGHTED PROFIT SHARING PLAN 2012 form 5500 responses
2012-07-01	Type of plan entity	Single employer plan
2012-07-01	Submission has been amended	No
2012-07-01	This submission is the final filing	No
2012-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-07-01	Plan is a collectively bargained plan	No
2012-07-01	Plan funding arrangement – Trust	Yes
2012-07-01	Plan benefit arrangement - Trust	Yes
2011: GARY HURLBUT INSURANCE AGENCY, INC. AGE-WEIGHTED PROFIT SHARING PLAN 2011 form 5500 responses
2011-07-01	Type of plan entity	Single employer plan
2011-07-01	Submission has been amended	No
2011-07-01	This submission is the final filing	No
2011-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-07-01	Plan is a collectively bargained plan	No
2011-07-01	Plan funding arrangement – Trust	Yes
2011-07-01	Plan benefit arrangement - Trust	Yes
2009: GARY HURLBUT INSURANCE AGENCY, INC. AGE-WEIGHTED PROFIT SHARING PLAN 2009 form 5500 responses
2009-07-01	Type of plan entity	Single employer plan
2009-07-01	Submission has been amended	No
2009-07-01	This submission is the final filing	No
2009-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-07-01	Plan is a collectively bargained plan	No
2009-07-01	Plan funding arrangement – Trust	Yes
2009-07-01	Plan benefit arrangement - Trust	Yes

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Company Name:	GARY HURLBUT INSURANCE AGENCY INC
Employer identification number (EIN):	592035613
NAIC Classification:	524210
NAIC Description:	Insurance Agencies and Brokerages