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HUNTER & GEIST, INC. 401(K) PLAN 401k Plan overview

Plan NameHUNTER & GEIST, INC. 401(K) PLAN
Plan identification number 001

HUNTER & GEIST, INC. 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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

HUNTER & GEIST, INC. has sponsored the creation of one or more 401k plans.

Company Name:HUNTER & GEIST, INC.
Employer identification number (EIN):840835207
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Additional information about HUNTER & GEIST, INC.

Jurisdiction of Incorporation: Colorado Department of State
Incorporation Date: 1980-12-08
Company Identification Number: 19871419106
Legal Registered Office Address: 1900 Grant Street, #1025

Denver
United States of America (USA)
80203-4308

More information about HUNTER & GEIST, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HUNTER & GEIST, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012019-07-01DANIEL PHILLIPS2021-01-21 DANIEL PHILLIPS2021-01-21
0012018-07-01DANIEL PHILLIPS2020-01-27 DANIEL PHILLIPS2020-01-27
0012017-07-01DANIEL PHILLIPS2019-01-30 DANIEL PHILLIPS2019-01-30
0012016-07-01DANIEL PHILLIPS2018-01-31 DANIEL PHILLIPS2018-01-31
0012015-07-01DANIEL PHILLIPS DANIEL PHILLIPS2017-01-24
0012014-07-01DANIEL PHILLIPS DANIEL PHILLIPS2016-01-28
0012013-07-01DANIEL PHILLIPS DANIEL PHILLIPS2015-01-28
0012012-07-01DANIEL PHILLIPS DANIEL PHILLIPS2014-01-31
0012011-07-01DANIEL PHILLIPS DANIEL PHILLIPS2013-01-31
0012009-07-01DANIEL PHILLIPS
0012009-07-01DANIEL PHILLIPS

Plan Statistics for HUNTER & GEIST, INC. 401(K) PLAN

401k plan membership statisitcs for HUNTER & GEIST, INC. 401(K) PLAN

Measure Date Value
2015: HUNTER & GEIST, INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-0141
Total number of active participants reported on line 7a of the Form 55002015-07-0142
Number of retired or separated participants receiving benefits2015-07-011
Total of all active and inactive participants2015-07-0143
Total participants2015-07-0143
Number of participants with account balances2015-07-0122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-010
2014: HUNTER & GEIST, INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-0148
Total number of active participants reported on line 7a of the Form 55002014-07-0141
Number of retired or separated participants receiving benefits2014-07-011
Number of other retired or separated participants entitled to future benefits2014-07-010
Total of all active and inactive participants2014-07-0142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-010
Total participants2014-07-0142
Number of participants with account balances2014-07-0123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-010
2013: HUNTER & GEIST, INC. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-0139
Total number of active participants reported on line 7a of the Form 55002013-07-0147
Number of retired or separated participants receiving benefits2013-07-011
Total of all active and inactive participants2013-07-0148
Total participants2013-07-0148
Number of participants with account balances2013-07-0122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-011
2012: HUNTER & GEIST, INC. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-0136
Total number of active participants reported on line 7a of the Form 55002012-07-0139
Number of retired or separated participants receiving benefits2012-07-010
Number of other retired or separated participants entitled to future benefits2012-07-010
Total of all active and inactive participants2012-07-0139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-010
Total participants2012-07-0139
Number of participants with account balances2012-07-0115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-010
2011: HUNTER & GEIST, INC. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-0131
Total number of active participants reported on line 7a of the Form 55002011-07-0136
Number of retired or separated participants receiving benefits2011-07-011
Total of all active and inactive participants2011-07-0137
Total participants2011-07-0137
Number of participants with account balances2011-07-0117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-010
2009: HUNTER & GEIST, INC. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-0128
Total number of active participants reported on line 7a of the Form 55002009-07-0127
Number of retired or separated participants receiving benefits2009-07-011
Number of other retired or separated participants entitled to future benefits2009-07-010
Total of all active and inactive participants2009-07-0128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-010
Total participants2009-07-0128
Number of participants with account balances2009-07-0115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-010

Financial Data on HUNTER & GEIST, INC. 401(K) PLAN

Measure Date Value
2016 : HUNTER & GEIST, INC. 401(K) PLAN 2016 401k financial data
Total income from all sources2016-06-30$223,294
Expenses. Total of all expenses incurred2016-06-30$399,479
Benefits paid (including direct rollovers)2016-06-30$398,641
Total plan assets at end of year2016-06-30$2,739,504
Total plan assets at beginning of year2016-06-30$2,915,689
Value of fidelity bond covering the plan2016-06-30$300,000
Expenses. Other expenses not covered elsewhere2016-06-30$838
Other income received2016-06-30$994
Net income (gross income less expenses)2016-06-30$-176,185
Net plan assets at end of year (total assets less liabilities)2016-06-30$2,739,504
Net plan assets at beginning of year (total assets less liabilities)2016-06-30$2,915,689
Assets. Value of participant loans2016-06-30$41,633
Total contributions received or receivable from employer(s)2016-06-30$222,300
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-06-30$0
2015 : HUNTER & GEIST, INC. 401(K) PLAN 2015 401k financial data
Total income from all sources2015-06-30$449,892
Expenses. Total of all expenses incurred2015-06-30$133
Total plan assets at end of year2015-06-30$2,912,369
Total plan assets at beginning of year2015-06-30$2,462,610
Value of fidelity bond covering the plan2015-06-30$300,000
Total contributions received or receivable from participants2015-06-30$235,000
Expenses. Other expenses not covered elsewhere2015-06-30$133
Contributions received from other sources (not participants or employers)2015-06-30$152,992
Other income received2015-06-30$61,900
Net income (gross income less expenses)2015-06-30$449,759
Net plan assets at end of year (total assets less liabilities)2015-06-30$2,912,369
Net plan assets at beginning of year (total assets less liabilities)2015-06-30$2,462,610
Assets. Value of participant loans2015-06-30$54,969
2014 : HUNTER & GEIST, INC. 401(K) PLAN 2014 401k financial data
Total income from all sources2014-06-30$462,968
Expenses. Total of all expenses incurred2014-06-30$0
Total plan assets at end of year2014-06-30$2,462,610
Total plan assets at beginning of year2014-06-30$1,999,642
Value of fidelity bond covering the plan2014-06-30$250,000
Total contributions received or receivable from participants2014-06-30$161,481
Other income received2014-06-30$301,487
Net income (gross income less expenses)2014-06-30$462,968
Net plan assets at end of year (total assets less liabilities)2014-06-30$2,462,610
Net plan assets at beginning of year (total assets less liabilities)2014-06-30$1,999,642
Assets. Value of participant loans2014-06-30$13,004
2013 : HUNTER & GEIST, INC. 401(K) PLAN 2013 401k financial data
Total income from all sources2013-06-30$330,928
Expenses. Total of all expenses incurred2013-06-30$546,965
Benefits paid (including direct rollovers)2013-06-30$545,658
Total plan assets at end of year2013-06-30$1,999,642
Total plan assets at beginning of year2013-06-30$2,215,679
Value of fidelity bond covering the plan2013-06-30$200,000
Total contributions received or receivable from participants2013-06-30$147,224
Expenses. Other expenses not covered elsewhere2013-06-30$1,307
Other income received2013-06-30$183,704
Net income (gross income less expenses)2013-06-30$-216,037
Net plan assets at end of year (total assets less liabilities)2013-06-30$1,999,642
Net plan assets at beginning of year (total assets less liabilities)2013-06-30$2,215,679
Assets. Value of participant loans2013-06-30$21,159
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-06-30$0
2012 : HUNTER & GEIST, INC. 401(K) PLAN 2012 401k financial data
Total income from all sources2012-06-30$206,356
Expenses. Total of all expenses incurred2012-06-30$1,190
Total plan assets at end of year2012-06-30$2,215,679
Total plan assets at beginning of year2012-06-30$2,010,513
Value of fidelity bond covering the plan2012-06-30$230,000
Total contributions received or receivable from participants2012-06-30$152,136
Expenses. Other expenses not covered elsewhere2012-06-30$1,190
Other income received2012-06-30$54,220
Net income (gross income less expenses)2012-06-30$205,166
Net plan assets at end of year (total assets less liabilities)2012-06-30$2,215,679
Net plan assets at beginning of year (total assets less liabilities)2012-06-30$2,010,513
Assets. Value of participant loans2012-06-30$28,241
2011 : HUNTER & GEIST, INC. 401(K) PLAN 2011 401k financial data
Total income from all sources2011-06-30$480,050
Total plan assets at end of year2011-06-30$2,010,513
Total plan assets at beginning of year2011-06-30$1,530,463
Value of fidelity bond covering the plan2011-06-30$220,000
Total contributions received or receivable from participants2011-06-30$159,270
Other income received2011-06-30$320,780
Net income (gross income less expenses)2011-06-30$480,050
Net plan assets at end of year (total assets less liabilities)2011-06-30$2,010,513
Net plan assets at beginning of year (total assets less liabilities)2011-06-30$1,530,463
Assets. Value of participant loans2011-06-30$35,824

Form 5500 Responses for HUNTER & GEIST, INC. 401(K) PLAN

2015: HUNTER & GEIST, INC. 401(K) PLAN 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement - TrustYes
2014: HUNTER & GEIST, INC. 401(K) PLAN 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement - TrustYes
2013: HUNTER & GEIST, INC. 401(K) PLAN 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Submission has been amendedNo
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planNo
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement - TrustYes
2012: HUNTER & GEIST, INC. 401(K) PLAN 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement - TrustYes
2011: HUNTER & GEIST, INC. 401(K) PLAN 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Submission has been amendedNo
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planNo
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement - TrustYes
2009: HUNTER & GEIST, INC. 401(K) PLAN 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedNo
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planNo
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement - TrustYes

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