401k Plan data: HARRY A. LOWE AGENCY, INC. PROFIT SHARING PLAN plan

HARRY A. LOWE AGENCY, INC. PROFIT SHARING PLAN 401k Plan overview

Plan Name	HARRY A. LOWE AGENCY, INC. PROFIT SHARING PLAN
Plan identification number	001

HARRY A. LOWE AGENCY, INC. PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing

401k Sponsoring company profile

HARRY A. LOWE AGENCY, INC. has sponsored the creation of one or more 401k plans.

Company Name: HARRY A. LOWE AGENCY, INC.

Employer identification number (EIN): 840506192

NAIC Classification: 522110
NAIC Description: Commercial Banking

Additional information about HARRY A. LOWE AGENCY, INC.

Jurisdiction of Incorporation: Colorado Department of State

Incorporation Date: 1960-07-28

Company Identification Number: 19871149333

Legal Registered Office Address: Western Colorado Community Foundati
225 N 5th St. - Suite 505
Grand Junction
United States of America (USA)
81501

More information about HARRY A. LOWE AGENCY, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HARRY A. LOWE AGENCY, INC. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2014-01-01 DENNIS F. REECE
001 2013-01-01 DENNIS F. REECE
001 2012-01-01 DENNIS F. REECE
001 2011-01-01 DAVID G. WOOD
001 2009-01-01 DAVID G. WOOD

Plan id#	Filing Submission Date	Name of Administrator
001	2014-01-01	DENNIS F. REECE
001	2013-01-01	DENNIS F. REECE
001	2012-01-01	DENNIS F. REECE
001	2011-01-01	DAVID G. WOOD
001	2009-01-01	DAVID G. WOOD

Plan Statistics for HARRY A. LOWE AGENCY, INC. PROFIT SHARING PLAN

401k plan membership statisitcs for HARRY A. LOWE AGENCY, INC. PROFIT SHARING PLAN

Measure Date Value
2014: HARRY A. LOWE AGENCY, INC. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 34
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 0
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 0
Number of participants with account balances 2014-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: HARRY A. LOWE AGENCY, INC. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 35
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 28
Number of retired or separated participants receiving benefits 2013-01-01 2
Number of other retired or separated participants entitled to future benefits 2013-01-01 1
Total of all active and inactive participants 2013-01-01 31
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 3
Total participants 2013-01-01 34
Number of participants with account balances 2013-01-01 34
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 1
2012: HARRY A. LOWE AGENCY, INC. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 36
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 28
Number of retired or separated participants receiving benefits 2012-01-01 3
Number of other retired or separated participants entitled to future benefits 2012-01-01 1
Total of all active and inactive participants 2012-01-01 32
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 3
Total participants 2012-01-01 35
Number of participants with account balances 2012-01-01 35
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 1
2011: HARRY A. LOWE AGENCY, INC. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 35
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 28
Number of retired or separated participants receiving benefits 2011-01-01 6
Number of other retired or separated participants entitled to future benefits 2011-01-01 1
Total of all active and inactive participants 2011-01-01 35
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 1
Total participants 2011-01-01 36
Number of participants with account balances 2011-01-01 36
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 2
2009: HARRY A. LOWE AGENCY, INC. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 36
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 30
Number of retired or separated participants receiving benefits 2009-01-01 6
Total of all active and inactive participants 2009-01-01 36
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 1
Total participants 2009-01-01 37
Number of participants with account balances 2009-01-01 37
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2014: HARRY A. LOWE AGENCY, INC. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	34
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	0
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	0
Number of participants with account balances	2014-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: HARRY A. LOWE AGENCY, INC. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	35
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	28
Number of retired or separated participants receiving benefits	2013-01-01	2
Number of other retired or separated participants entitled to future benefits	2013-01-01	1
Total of all active and inactive participants	2013-01-01	31
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	3
Total participants	2013-01-01	34
Number of participants with account balances	2013-01-01	34
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	1
2012: HARRY A. LOWE AGENCY, INC. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	36
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	28
Number of retired or separated participants receiving benefits	2012-01-01	3
Number of other retired or separated participants entitled to future benefits	2012-01-01	1
Total of all active and inactive participants	2012-01-01	32
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	3
Total participants	2012-01-01	35
Number of participants with account balances	2012-01-01	35
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	1
2011: HARRY A. LOWE AGENCY, INC. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	35
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	28
Number of retired or separated participants receiving benefits	2011-01-01	6
Number of other retired or separated participants entitled to future benefits	2011-01-01	1
Total of all active and inactive participants	2011-01-01	35
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	1
Total participants	2011-01-01	36
Number of participants with account balances	2011-01-01	36
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	2
2009: HARRY A. LOWE AGENCY, INC. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	36
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	30
Number of retired or separated participants receiving benefits	2009-01-01	6
Total of all active and inactive participants	2009-01-01	36
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	1
Total participants	2009-01-01	37
Number of participants with account balances	2009-01-01	37
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on HARRY A. LOWE AGENCY, INC. PROFIT SHARING PLAN

Measure	Date	Value
2014 : HARRY A. LOWE AGENCY, INC. PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$5,438
Expenses. Total of all expenses incurred	2014-12-31	$7,708,222
Benefits paid (including direct rollovers)	2014-12-31	$7,707,807
Total plan assets at end of year	2014-12-31	$0
Total plan assets at beginning of year	2014-12-31	$7,702,784
Value of fidelity bond covering the plan	2014-12-31	$4,000,000
Other income received	2014-12-31	$5,438
Net income (gross income less expenses)	2014-12-31	$-7,702,784
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$7,702,784
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$415
2013 : HARRY A. LOWE AGENCY, INC. PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$679,700
Expenses. Total of all expenses incurred	2013-12-31	$878,423
Benefits paid (including direct rollovers)	2013-12-31	$868,764
Total plan assets at end of year	2013-12-31	$7,702,784
Total plan assets at beginning of year	2013-12-31	$7,901,507
Value of fidelity bond covering the plan	2013-12-31	$4,000,000
Other income received	2013-12-31	$510,819
Net income (gross income less expenses)	2013-12-31	$-198,723
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$7,702,784
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$7,901,507
Total contributions received or receivable from employer(s)	2013-12-31	$168,881
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$9,659
2012 : HARRY A. LOWE AGENCY, INC. PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$641,943
Expenses. Total of all expenses incurred	2012-12-31	$777,121
Benefits paid (including direct rollovers)	2012-12-31	$764,386
Total plan assets at end of year	2012-12-31	$7,901,507
Total plan assets at beginning of year	2012-12-31	$8,036,685
Value of fidelity bond covering the plan	2012-12-31	$4,000,000
Assets. Value of loans (other than to participants)	2012-12-31	$2,226,608
Other income received	2012-12-31	$463,271
Net income (gross income less expenses)	2012-12-31	$-135,178
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$7,901,507
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$8,036,685
Total contributions received or receivable from employer(s)	2012-12-31	$178,672
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$12,735
2011 : HARRY A. LOWE AGENCY, INC. PROFIT SHARING PLAN 2011 401k financial data
Total plan liabilities at beginning of year	2011-12-31	$5,777
Total income from all sources	2011-12-31	$625,840
Expenses. Total of all expenses incurred	2011-12-31	$384,959
Benefits paid (including direct rollovers)	2011-12-31	$370,977
Total plan assets at end of year	2011-12-31	$8,036,685
Total plan assets at beginning of year	2011-12-31	$7,801,581
Value of fidelity bond covering the plan	2011-12-31	$4,000,000
Total contributions received or receivable from participants	2011-12-31	$5,002
Assets. Value of loans (other than to participants)	2011-12-31	$3,195,840
Other income received	2011-12-31	$438,385
Net income (gross income less expenses)	2011-12-31	$240,881
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$8,036,685
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$7,795,804
Total contributions received or receivable from employer(s)	2011-12-31	$182,453
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$13,982
2010 : HARRY A. LOWE AGENCY, INC. PROFIT SHARING PLAN 2010 401k financial data
Total plan liabilities at end of year	2010-12-31	$5,777
Total income from all sources	2010-12-31	$731,135
Expenses. Total of all expenses incurred	2010-12-31	$414,714
Benefits paid (including direct rollovers)	2010-12-31	$405,249
Total plan assets at end of year	2010-12-31	$7,801,581
Total plan assets at beginning of year	2010-12-31	$7,479,383
Value of fidelity bond covering the plan	2010-12-31	$4,000,000
Total contributions received or receivable from participants	2010-12-31	$5,506
Assets. Value of loans (other than to participants)	2010-12-31	$4,261,624
Other income received	2010-12-31	$539,022
Net income (gross income less expenses)	2010-12-31	$316,421
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$7,795,804
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$7,479,383
Total contributions received or receivable from employer(s)	2010-12-31	$186,607
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$9,465

Form 5500 Responses for HARRY A. LOWE AGENCY, INC. PROFIT SHARING PLAN

2014: HARRY A. LOWE AGENCY, INC. PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	This submission is the final filing	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: HARRY A. LOWE AGENCY, INC. PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: HARRY A. LOWE AGENCY, INC. PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: HARRY A. LOWE AGENCY, INC. PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: HARRY A. LOWE AGENCY, INC. PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	This submission is the final filing	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	HARRY A. LOWE AGENCY, INC.
Employer identification number (EIN):	840506192
NAIC Classification:	522110
NAIC Description:	Commercial Banking

Jurisdiction of Incorporation:	Colorado Department of State
Incorporation Date:	1960-07-28
Company Identification Number:	19871149333
Legal Registered Office Address:	Western Colorado Community Foundati 225 N 5th St. - Suite 505 Grand Junction United States of America (USA) 81501