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OBERMAYER REBMANN MAXWELL & HIPPEL LLP MONEY PURCHASE PENSION PLAN 401k Plan overview

Plan NameOBERMAYER REBMANN MAXWELL & HIPPEL LLP MONEY PURCHASE PENSION PLAN
Plan identification number 001

OBERMAYER REBMANN MAXWELL & HIPPEL LLP MONEY PURCHASE PENSION PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan covering Self-Employed individuals.
  • 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.
  • Life insurance

401k Sponsoring company profile

OBERMAYER REBMANN MAXWELL & HIPPEL LLP has sponsored the creation of one or more 401k plans.

Company Name:OBERMAYER REBMANN MAXWELL & HIPPEL LLP
Employer identification number (EIN):230549120
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan OBERMAYER REBMANN MAXWELL & HIPPEL LLP MONEY PURCHASE PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012014-01-01ANDREW FREY
0012013-01-01ROBERT WHITELAW
0012012-01-01WARREN AYRES
0012011-01-01WARREN AYRES
0012010-01-01WARREN AYRES
0012009-01-01ANDREW FREY

Plan Statistics for OBERMAYER REBMANN MAXWELL & HIPPEL LLP MONEY PURCHASE PENSION PLAN

401k plan membership statisitcs for OBERMAYER REBMANN MAXWELL & HIPPEL LLP MONEY PURCHASE PENSION PLAN

Measure Date Value
2014: OBERMAYER REBMANN MAXWELL & HIPPEL LLP MONEY PURCHASE PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01159
Total number of active participants reported on line 7a of the Form 55002014-01-010
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-010
Number of participants with account balances2014-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: OBERMAYER REBMANN MAXWELL & HIPPEL LLP MONEY PURCHASE PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01157
Total number of active participants reported on line 7a of the Form 55002013-01-01125
Number of retired or separated participants receiving benefits2013-01-011
Number of other retired or separated participants entitled to future benefits2013-01-0133
Total of all active and inactive participants2013-01-01159
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01159
Number of participants with account balances2013-01-01147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: OBERMAYER REBMANN MAXWELL & HIPPEL LLP MONEY PURCHASE PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01164
Total number of active participants reported on line 7a of the Form 55002012-01-01115
Number of retired or separated participants receiving benefits2012-01-011
Number of other retired or separated participants entitled to future benefits2012-01-0136
Total of all active and inactive participants2012-01-01152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01152
Number of participants with account balances2012-01-01152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: OBERMAYER REBMANN MAXWELL & HIPPEL LLP MONEY PURCHASE PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01175
Total number of active participants reported on line 7a of the Form 55002011-01-01127
Number of retired or separated participants receiving benefits2011-01-011
Number of other retired or separated participants entitled to future benefits2011-01-0134
Total of all active and inactive participants2011-01-01162
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01162
Number of participants with account balances2011-01-01162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: OBERMAYER REBMANN MAXWELL & HIPPEL LLP MONEY PURCHASE PENSION PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01180
Total number of active participants reported on line 7a of the Form 55002010-01-01139
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0134
Total of all active and inactive participants2010-01-01173
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01173
Number of participants with account balances2010-01-01168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: OBERMAYER REBMANN MAXWELL & HIPPEL LLP MONEY PURCHASE PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01191
Total number of active participants reported on line 7a of the Form 55002009-01-01142
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0134
Total of all active and inactive participants2009-01-01176
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01176
Number of participants with account balances2009-01-01172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on OBERMAYER REBMANN MAXWELL & HIPPEL LLP MONEY PURCHASE PENSION PLAN

Measure Date Value
2014 : OBERMAYER REBMANN MAXWELL & HIPPEL LLP MONEY PURCHASE PENSION PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-04-30$0
Total transfer of assets from this plan2014-04-30$29,675,841
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-04-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-04-30$41,129
Total income from all sources (including contributions)2014-04-30$392,884
Total loss/gain on sale of assets2014-04-30$0
Total of all expenses incurred2014-04-30$406,234
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-04-30$374,982
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-04-30$0
Value of total assets at end of year2014-04-30$0
Value of total assets at beginning of year2014-04-30$29,730,320
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-04-30$31,252
Total interest from all sources2014-04-30$0
Total dividends received (eg from common stock, registered investment company shares)2014-04-30$9,641
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-04-30Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2014-04-30$0
Total dividends received from registered investment company shares (eg mutual funds)2014-04-30$9,641
Administrative expenses professional fees incurred2014-04-30$31,252
Was this plan covered by a fidelity bond2014-04-30Yes
Value of fidelity bond cover2014-04-30$1,000,000
If this is an individual account plan, was there a blackout period2014-04-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-04-30$0
Funding deficiency by the employer to the plan for this plan year2014-04-30$0
Minimum employer required contribution for this plan year2014-04-30$233,677
Amount contributed by the employer to the plan for this plan year2014-04-30$233,677
Were there any nonexempt tranactions with any party-in-interest2014-04-30No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-04-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-04-30$41,129
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-04-30No
Value of net income/loss2014-04-30$-13,350
Value of net assets at end of year (total assets less liabilities)2014-04-30$0
Value of net assets at beginning of year (total assets less liabilities)2014-04-30$29,689,191
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-04-30No
Were any leases to which the plan was party in default or uncollectible2014-04-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-04-30$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-04-30$13,126,546
Value of interest in common/collective trusts at end of year2014-04-30$0
Value of interest in common/collective trusts at beginning of year2014-04-30$15,369,859
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-04-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-04-30$413,009
Expenses. Payments to insurance carriers foe the provision of benefits2014-04-30$5,081
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-04-30$232,634
Net investment gain or loss from common/collective trusts2014-04-30$150,609
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-04-30No
Was there a failure to transmit to the plan any participant contributions2014-04-30No
Has the plan failed to provide any benefit when due under the plan2014-04-30No
Contributions received in cash from employer2014-04-30$0
Employer contributions (assets) at end of year2014-04-30$0
Employer contributions (assets) at beginning of year2014-04-30$820,906
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-04-30$369,901
Did the plan have assets held for investment2014-04-30No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-04-30Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-04-30No
Opinion of an independent qualified public accountant for this plan2014-04-30Unqualified
Accountancy firm name2014-04-30TAIT WELLER BAKER LLP
Accountancy firm EIN2014-04-30231144520
2013 : OBERMAYER REBMANN MAXWELL & HIPPEL LLP MONEY PURCHASE PENSION PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$41,129
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$41,129
Total income from all sources (including contributions)2013-12-31$5,040,552
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,834,477
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,783,872
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$820,906
Value of total assets at end of year2013-12-31$29,730,320
Value of total assets at beginning of year2013-12-31$26,524,245
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$50,605
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$30,209
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$30,209
Administrative expenses professional fees incurred2013-12-31$50,605
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Funding deficiency by the employer to the plan for this plan year2013-12-31$0
Minimum employer required contribution for this plan year2013-12-31$820,906
Amount contributed by the employer to the plan for this plan year2013-12-31$820,906
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$41,129
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$41,129
Other income not declared elsewhere2013-12-31$38,549
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$3,206,075
Value of net assets at end of year (total assets less liabilities)2013-12-31$29,689,191
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$26,483,116
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$13,126,546
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$11,157,986
Value of interest in common/collective trusts at end of year2013-12-31$15,369,859
Value of interest in common/collective trusts at beginning of year2013-12-31$14,236,714
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$413,009
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$374,459
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$6,002
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,469,086
Net investment gain or loss from common/collective trusts2013-12-31$2,681,802
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$820,906
Employer contributions (assets) at end of year2013-12-31$820,906
Employer contributions (assets) at beginning of year2013-12-31$755,086
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,777,870
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31TAIT WELLER BAKER LLP
Accountancy firm EIN2013-12-31231144520
2012 : OBERMAYER REBMANN MAXWELL & HIPPEL LLP MONEY PURCHASE PENSION PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$41,129
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$41,129
Total income from all sources (including contributions)2012-12-31$3,334,014
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,994,597
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,947,826
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$755,086
Value of total assets at end of year2012-12-31$26,524,245
Value of total assets at beginning of year2012-12-31$25,184,828
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$46,771
Total interest from all sources2012-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$28,218
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$28,218
Administrative expenses professional fees incurred2012-12-31$46,771
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Funding deficiency by the employer to the plan for this plan year2012-12-31$0
Minimum employer required contribution for this plan year2012-12-31$755,086
Amount contributed by the employer to the plan for this plan year2012-12-31$755,086
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$41,129
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$41,129
Other income not declared elsewhere2012-12-31$29,556
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$1,339,417
Value of net assets at end of year (total assets less liabilities)2012-12-31$26,483,116
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$25,143,699
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$11,157,986
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$9,881,783
Value of interest in common/collective trusts at end of year2012-12-31$14,236,714
Value of interest in common/collective trusts at beginning of year2012-12-31$13,883,823
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$374,459
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$344,903
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$905,486
Net investment gain or loss from common/collective trusts2012-12-31$1,615,668
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$755,086
Employer contributions (assets) at end of year2012-12-31$755,086
Employer contributions (assets) at beginning of year2012-12-31$1,074,319
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,947,826
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31TAIT WELLER BAKER LLP
Accountancy firm EIN2012-12-31231144520
2011 : OBERMAYER REBMANN MAXWELL & HIPPEL LLP MONEY PURCHASE PENSION PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$41,129
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$41,129
Total income from all sources (including contributions)2011-12-31$1,069,771
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$716,898
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$670,297
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,074,319
Value of total assets at end of year2011-12-31$25,184,828
Value of total assets at beginning of year2011-12-31$24,831,955
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$46,601
Total interest from all sources2011-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$25,649
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$25,649
Administrative expenses professional fees incurred2011-12-31$46,601
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Funding deficiency by the employer to the plan for this plan year2011-12-31$0
Minimum employer required contribution for this plan year2011-12-31$1,074,319
Amount contributed by the employer to the plan for this plan year2011-12-31$1,074,319
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$41,129
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$41,129
Other income not declared elsewhere2011-12-31$27,922
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$352,873
Value of net assets at end of year (total assets less liabilities)2011-12-31$25,143,699
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$24,790,826
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$9,881,783
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$9,556,254
Value of interest in common/collective trusts at end of year2011-12-31$13,883,823
Value of interest in common/collective trusts at beginning of year2011-12-31$13,810,961
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$344,903
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$316,981
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$5,081
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-52,068
Net investment gain or loss from common/collective trusts2011-12-31$-6,051
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$1,074,319
Employer contributions (assets) at end of year2011-12-31$1,074,319
Employer contributions (assets) at beginning of year2011-12-31$1,147,759
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$665,216
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31TAIT WELLER BAKER LLP
Accountancy firm EIN2011-12-31231144520
2010 : OBERMAYER REBMANN MAXWELL & HIPPEL LLP MONEY PURCHASE PENSION PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$41,129
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$41,129
Total income from all sources (including contributions)2010-12-31$3,451,826
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$720,914
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$679,813
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,158,716
Value of total assets at end of year2010-12-31$24,831,955
Value of total assets at beginning of year2010-12-31$22,101,043
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$41,101
Total interest from all sources2010-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$24,180
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$24,180
Administrative expenses professional fees incurred2010-12-31$41,101
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Funding deficiency by the employer to the plan for this plan year2010-12-31$0
Minimum employer required contribution for this plan year2010-12-31$1,147,759
Amount contributed by the employer to the plan for this plan year2010-12-31$1,147,759
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$10,957
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$41,129
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$41,129
Other income not declared elsewhere2010-12-31$14,536
Total non interest bearing cash at beginning of year2010-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$2,730,912
Value of net assets at end of year (total assets less liabilities)2010-12-31$24,790,826
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$22,059,914
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$9,556,254
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$8,262,652
Value of interest in common/collective trusts at end of year2010-12-31$13,810,961
Value of interest in common/collective trusts at beginning of year2010-12-31$12,158,118
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$316,981
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$302,445
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$24,912
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$787,526
Net investment gain or loss from common/collective trusts2010-12-31$1,466,868
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$1,147,759
Employer contributions (assets) at end of year2010-12-31$1,147,759
Employer contributions (assets) at beginning of year2010-12-31$1,377,828
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$654,901
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31TAIT WELLER BAKER LLP
Accountancy firm EIN2010-12-31231144520
2009 : OBERMAYER REBMANN MAXWELL & HIPPEL LLP MONEY PURCHASE PENSION PLAN 2009 401k financial data
Funding deficiency by the employer to the plan for this plan year2009-12-31$0
Minimum employer required contribution for this plan year2009-12-31$1,377,828
Amount contributed by the employer to the plan for this plan year2009-12-31$1,377,828

Form 5500 Responses for OBERMAYER REBMANN MAXWELL & HIPPEL LLP MONEY PURCHASE PENSION PLAN

2014: OBERMAYER REBMANN MAXWELL & HIPPEL LLP MONEY PURCHASE PENSION PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingYes
2014-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: OBERMAYER REBMANN MAXWELL & HIPPEL LLP MONEY PURCHASE PENSION PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: OBERMAYER REBMANN MAXWELL & HIPPEL LLP MONEY PURCHASE PENSION PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: OBERMAYER REBMANN MAXWELL & HIPPEL LLP MONEY PURCHASE PENSION PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: OBERMAYER REBMANN MAXWELL & HIPPEL LLP MONEY PURCHASE PENSION PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: OBERMAYER REBMANN MAXWELL & HIPPEL LLP MONEY PURCHASE PENSION PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number33315
Policy instance 1
Insurance contract or identification number33315
Number of Individuals Covered4
Insurance policy start date2014-01-01
Insurance policy end date2014-04-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $5,081
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameJOHN WHITE
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number33315
Policy instance 1
Insurance contract or identification number33315
Number of Individuals Covered4
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $6,002
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameJOHN WHITE
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number33315
Policy instance 1
Insurance contract or identification number33315
Number of Individuals Covered4
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $0
Insurance broker organization code?3
Insurance broker nameJOHN WHITE
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number33315
Policy instance 1
Insurance contract or identification number33315
Number of Individuals Covered4
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $5,081
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number33315
Policy instance 1
Insurance contract or identification number33315
Number of Individuals Covered4
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $24,912
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract number712537955
Policy instance 2
Insurance contract or identification number712537955
Number of Individuals Covered1
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $783
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No

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