401k Plan data: GEARHEAD ASSOCIATES, LLC 401(K) PLAN plan

GEARHEAD ASSOCIATES, LLC 401(K) PLAN 401k Plan overview

Plan Name	GEARHEAD ASSOCIATES, LLC 401(K) PLAN
Plan identification number	001

GEARHEAD ASSOCIATES, LLC 401(K) PLAN Benefits

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

401k Sponsoring company profile

GEARHEAD ASSOCIATES, LLC has sponsored the creation of one or more 401k plans.

Company Name: GEARHEAD ASSOCIATES, LLC

Employer identification number (EIN): 320081839

NAIC Classification: 541330
NAIC Description: Engineering Services

Additional information about GEARHEAD ASSOCIATES, LLC

Jurisdiction of Incorporation: Oregon Secretary of State Corporations Division

Incorporation Date: 2003-06-26

Company Identification Number: 15744493

Legal Registered Office Address: 2857 NW SHENANDOAH TERRACE

PORTLAND
United States of America (USA)
97210

More information about GEARHEAD ASSOCIATES, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GEARHEAD ASSOCIATES, LLC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 JOSH K HOYT 2023-07-27
001 2021-01-01 JOSHUA K. HOYT 2022-07-22
001 2021-01-01 JOSHUA K. HOYT 2022-07-22
001 2020-01-01 JOSHUA K. HOYT 2021-07-19
001 2019-01-01 JOSHUA K. HOYT 2020-07-22
001 2018-01-01 JOSHUA K. HOYT 2019-07-28
001 2017-01-01 JOSHUA K. HOYT 2018-07-23
001 2016-01-01 JOSHUA K. HOYT 2017-07-19
001 2015-01-01 JOSHUA K. HOYT
001 2014-01-01 JOSHUA K. HOYT
001 2013-01-01 JOSHUA K. HOYT
001 2012-01-01 JOSHUA K. HOYT
001 2011-01-01 JOSHUA K HOYT

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2022-01-01	JOSH K HOYT	2023-07-27
001	2021-01-01	JOSHUA K. HOYT	2022-07-22
001	2021-01-01	JOSHUA K. HOYT	2022-07-22
001	2020-01-01	JOSHUA K. HOYT	2021-07-19
001	2019-01-01	JOSHUA K. HOYT	2020-07-22
001	2018-01-01	JOSHUA K. HOYT	2019-07-28
001	2017-01-01	JOSHUA K. HOYT	2018-07-23
001	2016-01-01	JOSHUA K. HOYT	2017-07-19
001	2015-01-01	JOSHUA K. HOYT
001	2014-01-01	JOSHUA K. HOYT
001	2013-01-01	JOSHUA K. HOYT
001	2012-01-01	JOSHUA K. HOYT
001	2011-01-01	JOSHUA K HOYT

Plan Statistics for GEARHEAD ASSOCIATES, LLC 401(K) PLAN

401k plan membership statisitcs for GEARHEAD ASSOCIATES, LLC 401(K) PLAN

Measure Date Value
2015: GEARHEAD ASSOCIATES, LLC 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 3
Total of all active and inactive participants 2015-01-01 3
Total participants 2015-01-01 3
Number of participants with account balances 2015-01-01 3
2014: GEARHEAD ASSOCIATES, LLC 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 3
Total of all active and inactive participants 2014-01-01 3
Total participants 2014-01-01 3
Number of participants with account balances 2014-01-01 3
2013: GEARHEAD ASSOCIATES, LLC 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 3
Total of all active and inactive participants 2013-01-01 3
Total participants 2013-01-01 3
Number of participants with account balances 2013-01-01 3
2012: GEARHEAD ASSOCIATES, LLC 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 3
Total of all active and inactive participants 2012-01-01 3
Total participants 2012-01-01 3
Number of participants with account balances 2012-01-01 3
2011: GEARHEAD ASSOCIATES, LLC 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 2
Total of all active and inactive participants 2011-01-01 2
Total participants 2011-01-01 2
Number of participants with account balances 2011-01-01 2

Measure	Date	Value
2015: GEARHEAD ASSOCIATES, LLC 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	3
Total of all active and inactive participants	2015-01-01	3
Total participants	2015-01-01	3
Number of participants with account balances	2015-01-01	3
2014: GEARHEAD ASSOCIATES, LLC 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	3
Total of all active and inactive participants	2014-01-01	3
Total participants	2014-01-01	3
Number of participants with account balances	2014-01-01	3
2013: GEARHEAD ASSOCIATES, LLC 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	3
Total of all active and inactive participants	2013-01-01	3
Total participants	2013-01-01	3
Number of participants with account balances	2013-01-01	3
2012: GEARHEAD ASSOCIATES, LLC 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	3
Total of all active and inactive participants	2012-01-01	3
Total participants	2012-01-01	3
Number of participants with account balances	2012-01-01	3
2011: GEARHEAD ASSOCIATES, LLC 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	2
Total of all active and inactive participants	2011-01-01	2
Total participants	2011-01-01	2
Number of participants with account balances	2011-01-01	2

Financial Data on GEARHEAD ASSOCIATES, LLC 401(K) PLAN

Measure	Date	Value
2015 : GEARHEAD ASSOCIATES, LLC 401(K) PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$59,181
Expenses. Total of all expenses incurred	2015-12-31	$8,700
Total plan assets at end of year	2015-12-31	$975,124
Total plan assets at beginning of year	2015-12-31	$924,643
Total contributions received or receivable from participants	2015-12-31	$81,239
Expenses. Other expenses not covered elsewhere	2015-12-31	$8,700
Other income received	2015-12-31	$-29,980
Net income (gross income less expenses)	2015-12-31	$50,481
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$975,124
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$924,643
Total contributions received or receivable from employer(s)	2015-12-31	$7,922
2014 : GEARHEAD ASSOCIATES, LLC 401(K) PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$116,993
Expenses. Total of all expenses incurred	2014-12-31	$6,210
Total plan assets at end of year	2014-12-31	$924,643
Total plan assets at beginning of year	2014-12-31	$813,860
Total contributions received or receivable from participants	2014-12-31	$70,823
Expenses. Other expenses not covered elsewhere	2014-12-31	$6,210
Other income received	2014-12-31	$38,597
Net income (gross income less expenses)	2014-12-31	$110,783
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$924,643
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$813,860
Total contributions received or receivable from employer(s)	2014-12-31	$7,573
2013 : GEARHEAD ASSOCIATES, LLC 401(K) PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$194,201
Expenses. Total of all expenses incurred	2013-12-31	$5,887
Total plan assets at end of year	2013-12-31	$813,860
Total plan assets at beginning of year	2013-12-31	$625,546
Total contributions received or receivable from participants	2013-12-31	$63,200
Expenses. Other expenses not covered elsewhere	2013-12-31	$5,887
Other income received	2013-12-31	$117,001
Net income (gross income less expenses)	2013-12-31	$188,314
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$813,860
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$625,546
Total contributions received or receivable from employer(s)	2013-12-31	$14,000
2012 : GEARHEAD ASSOCIATES, LLC 401(K) PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$108,079
Expenses. Total of all expenses incurred	2012-12-31	$4,526
Total plan assets at end of year	2012-12-31	$625,546
Total plan assets at beginning of year	2012-12-31	$521,993
Total contributions received or receivable from participants	2012-12-31	$9,600
Expenses. Other expenses not covered elsewhere	2012-12-31	$4,526
Other income received	2012-12-31	$62,876
Net income (gross income less expenses)	2012-12-31	$103,553
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$625,546
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$521,993
Total contributions received or receivable from employer(s)	2012-12-31	$35,603
2011 : GEARHEAD ASSOCIATES, LLC 401(K) PLAN 2011 401k financial data
Transfers to/from the plan	2011-12-31	$526,607
Total income from all sources	2011-12-31	$-2,355
Expenses. Total of all expenses incurred	2011-12-31	$2,259
Total plan assets at end of year	2011-12-31	$521,993
Total contributions received or receivable from participants	2011-12-31	$25,150
Expenses. Other expenses not covered elsewhere	2011-12-31	$2,259
Other income received	2011-12-31	$-44,532
Net income (gross income less expenses)	2011-12-31	$-4,614
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$521,993
Total contributions received or receivable from employer(s)	2011-12-31	$17,027

Form 5500 Responses for GEARHEAD ASSOCIATES, LLC 401(K) PLAN

2015: GEARHEAD ASSOCIATES, LLC 401(K) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: GEARHEAD ASSOCIATES, LLC 401(K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: GEARHEAD ASSOCIATES, LLC 401(K) 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: GEARHEAD ASSOCIATES, LLC 401(K) 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: GEARHEAD ASSOCIATES, LLC 401(K) PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	First time form 5500 has been submitted	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	GEARHEAD ASSOCIATES, LLC
Employer identification number (EIN):	320081839
NAIC Classification:	541330
NAIC Description:	Engineering Services

Jurisdiction of Incorporation:	Oregon Secretary of State Corporations Division
Incorporation Date:	2003-06-26
Company Identification Number:	15744493
Legal Registered Office Address:	2857 NW SHENANDOAH TERRACE PORTLAND United States of America (USA) 97210