401k Plan data: HOLME ROBERTS AND OWEN LLP PARTNERS AND STAFF 401K PLAN plan

HOLME ROBERTS AND OWEN LLP PARTNERS AND STAFF 401K PLAN 401k Plan overview

Plan Name	HOLME ROBERTS AND OWEN LLP PARTNERS AND STAFF 401K PLAN
Plan identification number	004

HOLME ROBERTS AND OWEN LLP PARTNERS AND STAFF 401K PLAN Benefits

401k Plan Type

Defined 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.
Plan covering Self-Employed individuals.

401k Sponsoring company profile

HOLME ROBERTS & OWEN LLP has sponsored the creation of one or more 401k plans.

Company Name: HOLME ROBERTS & OWEN LLP

Employer identification number (EIN): 840415155

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HOLME ROBERTS AND OWEN LLP PARTNERS AND STAFF 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
004 2012-01-01 SHELLY CELIUS
004 2011-01-01 SHELLY CELIUS
004 2009-01-01 SHELLY C. CELIUS SHELLY CELIUS 2010-10-14

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
004	2012-01-01	SHELLY CELIUS
004	2011-01-01	SHELLY CELIUS
004	2009-01-01	SHELLY C. CELIUS	SHELLY CELIUS	2010-10-14

Plan Statistics for HOLME ROBERTS AND OWEN LLP PARTNERS AND STAFF 401K PLAN

401k plan membership statisitcs for HOLME ROBERTS AND OWEN LLP PARTNERS AND STAFF 401K PLAN

Measure Date Value
2012: HOLME ROBERTS AND OWEN LLP PARTNERS AND STAFF 401K PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 460
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 0
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 0
Total of all active and inactive participants 2012-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 0
Number of participants with account balances 2012-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: HOLME ROBERTS AND OWEN LLP PARTNERS AND STAFF 401K PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 508
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 265
Number of retired or separated participants receiving benefits 2011-01-01 5
Number of other retired or separated participants entitled to future benefits 2011-01-01 189
Total of all active and inactive participants 2011-01-01 459
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 1
Total participants 2011-01-01 460
Number of participants with account balances 2011-01-01 432
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 7
2009: HOLME ROBERTS AND OWEN LLP PARTNERS AND STAFF 401K PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 561
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 409
Number of retired or separated participants receiving benefits 2009-01-01 1
Number of other retired or separated participants entitled to future benefits 2009-01-01 88
Total of all active and inactive participants 2009-01-01 498
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 498
Number of participants with account balances 2009-01-01 424
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 13

Measure	Date	Value
2012: HOLME ROBERTS AND OWEN LLP PARTNERS AND STAFF 401K PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	460
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	0
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	0
Number of participants with account balances	2012-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: HOLME ROBERTS AND OWEN LLP PARTNERS AND STAFF 401K PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	508
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	265
Number of retired or separated participants receiving benefits	2011-01-01	5
Number of other retired or separated participants entitled to future benefits	2011-01-01	189
Total of all active and inactive participants	2011-01-01	459
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	1
Total participants	2011-01-01	460
Number of participants with account balances	2011-01-01	432
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	7
2009: HOLME ROBERTS AND OWEN LLP PARTNERS AND STAFF 401K PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	561
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	409
Number of retired or separated participants receiving benefits	2009-01-01	1
Number of other retired or separated participants entitled to future benefits	2009-01-01	88
Total of all active and inactive participants	2009-01-01	498
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	498
Number of participants with account balances	2009-01-01	424
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	13

Financial Data on HOLME ROBERTS AND OWEN LLP PARTNERS AND STAFF 401K PLAN

Measure	Date	Value
2012 : HOLME ROBERTS AND OWEN LLP PARTNERS AND STAFF 401K PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-05-04	$0
Total transfer of assets to this plan	2012-05-04	$279
Total transfer of assets from this plan	2012-05-04	$39,793,795
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-05-04	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-05-04	$17,969
Total income from all sources (including contributions)	2012-05-04	$2,805,422
Total loss/gain on sale of assets	2012-05-04	$104,986
Total of all expenses incurred	2012-05-04	$4,979,568
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-05-04	$4,979,568
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-05-04	$0
Value of total assets at end of year	2012-05-04	$0
Value of total assets at beginning of year	2012-05-04	$42,069,705
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-05-04	$0
Total interest from all sources	2012-05-04	$17,780
Total dividends received (eg from common stock, registered investment company shares)	2012-05-04	$125,276
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-05-04	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2012-05-04	$0
Total dividends received from registered investment company shares (eg mutual funds)	2012-05-04	$99,537
Assets. Corporate prefeered stocks other than exployer securities at end of year	2012-05-04	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2012-05-04	$5,748
Was this plan covered by a fidelity bond	2012-05-04	Yes
Value of fidelity bond cover	2012-05-04	$10,000,000
If this is an individual account plan, was there a blackout period	2012-05-04	No
Were there any nonexempt tranactions with any party-in-interest	2012-05-04	No
Participant contributions at end of year	2012-05-04	$0
Participant contributions at beginning of year	2012-05-04	$809,724
Participant contributions at beginning of year	2012-05-04	$163,612
Value of other receiveables (less allowance for doubtful accounts) at end of year	2012-05-04	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2012-05-04	$18,055
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2012-05-04	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2012-05-04	$17,969
Other income not declared elsewhere	2012-05-04	$-10,456
Total non interest bearing cash at end of year	2012-05-04	$0
Total non interest bearing cash at beginning of year	2012-05-04	$13
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-05-04	No
Value of net income/loss	2012-05-04	$-2,174,146
Value of net assets at end of year (total assets less liabilities)	2012-05-04	$0
Value of net assets at beginning of year (total assets less liabilities)	2012-05-04	$42,051,736
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-05-04	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-05-04	No
Were any leases to which the plan was party in default or uncollectible	2012-05-04	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-05-04	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-05-04	$38,664,593
Interest on participant loans	2012-05-04	$11,182
Income. Interest from US Government securities	2012-05-04	$418
Income. Interest from corporate debt instruments	2012-05-04	$5,003
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-05-04	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-05-04	$129,887
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-05-04	$129,887
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2012-05-04	$1,177
Asset value of US Government securities at end of year	2012-05-04	$0
Asset value of US Government securities at beginning of year	2012-05-04	$74,921
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-05-04	$2,567,836
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-05-04	No
Was there a failure to transmit to the plan any participant contributions	2012-05-04	No
Has the plan failed to provide any benefit when due under the plan	2012-05-04	No
Employer contributions (assets) at beginning of year	2012-05-04	$53,637
Income. Dividends from preferred stock	2012-05-04	$164
Income. Dividends from common stock	2012-05-04	$25,575
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-05-04	$4,979,568
Asset. Corporate debt instrument preferred debt at end of year	2012-05-04	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2012-05-04	$88,024
Asset. Corporate debt instrument debt (other) at end of year	2012-05-04	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2012-05-04	$148,541
Assets. Corporate common stocks other than exployer securities at end of year	2012-05-04	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2012-05-04	$1,912,950
Did the plan have assets held for investment	2012-05-04	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-05-04	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-05-04	Yes
Aggregate proceeds on sale of assets	2012-05-04	$656,336
Aggregate carrying amount (costs) on sale of assets	2012-05-04	$551,350
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-05-04	Yes
Opinion of an independent qualified public accountant for this plan	2012-05-04	Disclaimer
Accountancy firm name	2012-05-04	EIDE BAILLY, LLP
Accountancy firm EIN	2012-05-04	450250958
2011 : HOLME ROBERTS AND OWEN LLP PARTNERS AND STAFF 401K PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2011-12-31	$17,470
Total unrealized appreciation/depreciation of assets	2011-12-31	$17,470
Total transfer of assets to this plan	2011-12-31	$422,111
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$17,969
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$22,570
Total income from all sources (including contributions)	2011-12-31	$2,571,931
Total loss/gain on sale of assets	2011-12-31	$-43,387
Total of all expenses incurred	2011-12-31	$6,923,281
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$6,921,185
Value of total corrective distributions	2011-12-31	$61
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$2,752,865
Value of total assets at end of year	2011-12-31	$42,069,705
Value of total assets at beginning of year	2011-12-31	$46,003,545
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$2,035
Total interest from all sources	2011-12-31	$71,309
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$1,116,422
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$1,021,041
Assets. Corporate prefeered stocks other than exployer securities at end of year	2011-12-31	$5,748
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2011-12-31	$4,683
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$1,971,569
Participant contributions at end of year	2011-12-31	$809,724
Participant contributions at beginning of year	2011-12-31	$1,150,636
Participant contributions at end of year	2011-12-31	$163,612
Participant contributions at beginning of year	2011-12-31	$119,447
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$62,342
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2011-12-31	$27
Value of other receiveables (less allowance for doubtful accounts) at end of year	2011-12-31	$18,055
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2011-12-31	$9,495
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2011-12-31	$17,969
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2011-12-31	$22,570
Other income not declared elsewhere	2011-12-31	$6,359
Administrative expenses (other) incurred	2011-12-31	$2,035
Total non interest bearing cash at end of year	2011-12-31	$13
Total non interest bearing cash at beginning of year	2011-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$-4,351,350
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$42,051,736
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$45,980,975
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$38,664,593
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$41,949,524
Interest on participant loans	2011-12-31	$41,090
Income. Interest from US Government securities	2011-12-31	$1,190
Income. Interest from corporate debt instruments	2011-12-31	$21,114
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-12-31	$129,887
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-12-31	$155,998
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-12-31	$155,998
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-12-31	$7,915
Asset value of US Government securities at end of year	2011-12-31	$74,921
Asset value of US Government securities at beginning of year	2011-12-31	$86,027
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-1,349,107
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$718,954
Employer contributions (assets) at end of year	2011-12-31	$53,637
Employer contributions (assets) at beginning of year	2011-12-31	$74,282
Income. Dividends from preferred stock	2011-12-31	$558
Income. Dividends from common stock	2011-12-31	$94,823
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$6,921,158
Asset. Corporate debt instrument preferred debt at end of year	2011-12-31	$88,024
Asset. Corporate debt instrument preferred debt at beginning of year	2011-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2011-12-31	$148,541
Asset. Corporate debt instrument debt (other) at beginning of year	2011-12-31	$274,957
Assets. Corporate common stocks other than exployer securities at end of year	2011-12-31	$1,912,950
Assets. Corporate common stocks other than exployer securities at beginning of year	2011-12-31	$2,178,496
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Aggregate proceeds on sale of assets	2011-12-31	$1,893,727
Aggregate carrying amount (costs) on sale of assets	2011-12-31	$1,937,114
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	EIDE BAILLY, LLP
Accountancy firm EIN	2011-12-31	450250958
2010 : HOLME ROBERTS AND OWEN LLP PARTNERS AND STAFF 401K PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2010-12-31	$278,382
Total unrealized appreciation/depreciation of assets	2010-12-31	$278,382
Total transfer of assets to this plan	2010-12-31	$112,404
Total transfer of assets from this plan	2010-12-31	$8,566
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$22,570
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$14,586
Total income from all sources (including contributions)	2010-12-31	$8,296,024
Total loss/gain on sale of assets	2010-12-31	$16,600
Total of all expenses incurred	2010-12-31	$4,409,809
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$4,406,832
Value of total corrective distributions	2010-12-31	$985
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$3,243,645
Value of total assets at end of year	2010-12-31	$46,003,545
Value of total assets at beginning of year	2010-12-31	$42,005,508
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$1,992
Total interest from all sources	2010-12-31	$93,638
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$1,073,344
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$992,059
Assets. Corporate prefeered stocks other than exployer securities at end of year	2010-12-31	$4,683
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2010-12-31	$14
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$2,234,729
Participant contributions at end of year	2010-12-31	$1,150,636
Participant contributions at beginning of year	2010-12-31	$1,584,333
Participant contributions at end of year	2010-12-31	$119,447
Participant contributions at beginning of year	2010-12-31	$103,191
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$169,838
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2010-12-31	$5,313
Value of other receiveables (less allowance for doubtful accounts) at end of year	2010-12-31	$9,495
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2010-12-31	$561
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2010-12-31	$22,570
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2010-12-31	$14,586
Other income not declared elsewhere	2010-12-31	$13,143
Administrative expenses (other) incurred	2010-12-31	$1,992
Total non interest bearing cash at end of year	2010-12-31	$0
Total non interest bearing cash at beginning of year	2010-12-31	$3,591
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$3,886,215
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$45,980,975
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$41,990,922
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$41,949,524
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$37,534,075
Interest on participant loans	2010-12-31	$72,580
Income. Interest from US Government securities	2010-12-31	$871
Income. Interest from corporate debt instruments	2010-12-31	$13,934
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2010-12-31	$155,998
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2010-12-31	$129,038
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2010-12-31	$129,038
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2010-12-31	$6,253
Asset value of US Government securities at end of year	2010-12-31	$86,027
Asset value of US Government securities at beginning of year	2010-12-31	$90,806
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$3,577,272
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$839,078
Employer contributions (assets) at end of year	2010-12-31	$74,282
Employer contributions (assets) at beginning of year	2010-12-31	$62,174
Income. Dividends from preferred stock	2010-12-31	$318
Income. Dividends from common stock	2010-12-31	$80,967
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$4,401,519
Asset. Corporate debt instrument debt (other) at end of year	2010-12-31	$274,957
Asset. Corporate debt instrument debt (other) at beginning of year	2010-12-31	$234,573
Assets. Corporate common stocks other than exployer securities at end of year	2010-12-31	$2,178,496
Assets. Corporate common stocks other than exployer securities at beginning of year	2010-12-31	$2,263,152
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Aggregate proceeds on sale of assets	2010-12-31	$1,716,060
Aggregate carrying amount (costs) on sale of assets	2010-12-31	$1,699,460
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	EIDE BAILLY, LLP
Accountancy firm EIN	2010-12-31	450250958
2009 : HOLME ROBERTS AND OWEN LLP PARTNERS AND STAFF 401K PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for HOLME ROBERTS AND OWEN LLP PARTNERS AND STAFF 401K PLAN

2012: HOLME ROBERTS AND OWEN LLP PARTNERS AND STAFF 401K PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	Yes
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: HOLME ROBERTS AND OWEN LLP PARTNERS AND STAFF 401K PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: HOLME ROBERTS AND OWEN LLP PARTNERS AND STAFF 401K PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	HOLME ROBERTS & OWEN LLP
Employer identification number (EIN):	840415155
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers