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GARFIELD & HECHT, P.C. PPO PLAN 401k Plan overview

Plan NameGARFIELD & HECHT, P.C. PPO PLAN
Plan identification number 501

GARFIELD & HECHT, P.C. PPO PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Life insurance

401k Sponsoring company profile

GARFIELD & HECHT, P.C. has sponsored the creation of one or more 401k plans.

Company Name:GARFIELD & HECHT, P.C.
Employer identification number (EIN):840888707
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Additional information about GARFIELD & HECHT, P.C.

Jurisdiction of Incorporation: Colorado Department of State
Incorporation Date: 1982-09-29
Company Identification Number: 19871492825
Legal Registered Office Address: c/o Garfield & Hecht, P.C.
625 E. Hyman Avenue, Suite 201
Aspen
United States of America (USA)
81611

More information about GARFIELD & HECHT, P.C.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GARFIELD & HECHT, P.C. PPO PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012016-05-01HEATHER DUNCAN HEATHER DUNCAN2018-02-13
5012015-05-01HEATHER DUNCAN HEATHER DUNCAN2017-02-13
5012014-05-01HEATHER DUNCAN HEATHER DUNCAN2016-02-15
5012013-05-01HEATHER DUNCAN HEATHER DUNCAN2015-02-13
5012012-05-01KATHLEEN SYDORYK KATHLEEN SYDORYK2014-02-18
5012011-05-01KATHLEEN SYDORYK KATHLEEN SYDORYK2013-02-13
5012009-05-01KATHLEEN SYDORYK
5012009-04-01KATHY SYDORYK2010-02-15 KATHY SYDORYK2010-02-15
5012009-04-01KATHY SYDORYK2010-02-15 KATHY SYDORYK2010-02-15
5012008-04-01KATHY SYDORYK2010-02-15 KATHY SYDORYK2010-02-15
5012007-04-01KATHY SYDORYK2010-02-15 KATHY SYDORYK2010-02-15

Plan Statistics for GARFIELD & HECHT, P.C. PPO PLAN

401k plan membership statisitcs for GARFIELD & HECHT, P.C. PPO PLAN

Measure Date Value
2016
Total participants, beginning-of-year2016-05-0119
Total number of active participants reported on line 7a of the Form 55002016-05-0122
Number of retired or separated participants receiving benefits2016-05-011
Number of other retired or separated participants entitled to future benefits2016-05-010
Total of all active and inactive participants2016-05-0123
2015
Total participants, beginning-of-year2015-05-0124
Total number of active participants reported on line 7a of the Form 55002015-05-0119
Number of retired or separated participants receiving benefits2015-05-011
Total of all active and inactive participants2015-05-0120
2014
Total participants, beginning-of-year2014-05-0120
Total number of active participants reported on line 7a of the Form 55002014-05-0121
Number of retired or separated participants receiving benefits2014-05-013
Number of other retired or separated participants entitled to future benefits2014-05-010
Total of all active and inactive participants2014-05-0124
2013
Total participants, beginning-of-year2013-05-0130
Total number of active participants reported on line 7a of the Form 55002013-05-0120
Total of all active and inactive participants2013-05-0120
2012
Total participants, beginning-of-year2012-05-0129
Total number of active participants reported on line 7a of the Form 55002012-05-0130
Total of all active and inactive participants2012-05-0130
2011
Total participants, beginning-of-year2011-05-0130
Total number of active participants reported on line 7a of the Form 55002011-05-0129
Number of retired or separated participants receiving benefits2011-05-010
Number of other retired or separated participants entitled to future benefits2011-05-010
Total of all active and inactive participants2011-05-0129
2009
Total participants, beginning-of-year2009-05-0131
Total number of active participants reported on line 7a of the Form 55002009-05-0132
Number of retired or separated participants receiving benefits2009-05-010
Number of other retired or separated participants entitled to future benefits2009-05-010
Total of all active and inactive participants2009-05-0132
Total participants, beginning-of-year2009-04-0131
Total number of active participants reported on line 7a of the Form 55002009-04-0130
Number of retired or separated participants receiving benefits2009-04-011
Total of all active and inactive participants2009-04-0131
2008
Total participants, beginning-of-year2008-04-0131
Total number of active participants reported on line 7a of the Form 55002008-04-0130
Number of retired or separated participants receiving benefits2008-04-011
Total of all active and inactive participants2008-04-0131
2007
Total participants, beginning-of-year2007-04-0131
Total number of active participants reported on line 7a of the Form 55002007-04-0131
Number of retired or separated participants receiving benefits2007-04-010
Total of all active and inactive participants2007-04-0131

Financial Data on GARFIELD & HECHT, P.C. PPO PLAN

Measure Date Value
2017
Total income from all sources2017-04-30$224,664
Expenses. Total of all expenses incurred2017-04-30$224,664
Benefits paid (including direct rollovers)2017-04-30$203,299
Total contributions received or receivable from participants2017-04-30$93,894
Net income (gross income less expenses)2017-04-30$0
Total contributions received or receivable from employer(s)2017-04-30$130,770
Expenses. Administrative service providers (salaries,fees and commissions)2017-04-30$21,365
2016
Total income from all sources2016-04-30$302,384
Expenses. Total of all expenses incurred2016-04-30$302,384
Benefits paid (including direct rollovers)2016-04-30$270,245
Total contributions received or receivable from participants2016-04-30$96,114
Net income (gross income less expenses)2016-04-30$0
Total contributions received or receivable from employer(s)2016-04-30$206,270
Expenses. Administrative service providers (salaries,fees and commissions)2016-04-30$32,139
2015
Total income from all sources2015-04-30$241,233
Expenses. Total of all expenses incurred2015-04-30$241,233
Benefits paid (including direct rollovers)2015-04-30$200,345
Total contributions received or receivable from participants2015-04-30$119,198
Net income (gross income less expenses)2015-04-30$0
Total contributions received or receivable from employer(s)2015-04-30$122,035
Expenses. Administrative service providers (salaries,fees and commissions)2015-04-30$40,888
2014
Total plan liabilities at end of year2014-04-30$0
Total plan liabilities at beginning of year2014-04-30$1,200
Total income from all sources2014-04-30$285,541
Expenses. Total of all expenses incurred2014-04-30$284,486
Benefits paid (including direct rollovers)2014-04-30$236,235
Total plan assets at end of year2014-04-30$0
Total plan assets at beginning of year2014-04-30$145
Total contributions received or receivable from participants2014-04-30$55,096
Net income (gross income less expenses)2014-04-30$1,055
Net plan assets at end of year (total assets less liabilities)2014-04-30$0
Net plan assets at beginning of year (total assets less liabilities)2014-04-30$-1,055
Total contributions received or receivable from employer(s)2014-04-30$230,445
Expenses. Administrative service providers (salaries,fees and commissions)2014-04-30$48,251
2013
Total plan liabilities at end of year2013-04-30$1,200
Total plan liabilities at beginning of year2013-04-30$100
Total income from all sources2013-04-30$299,343
Expenses. Total of all expenses incurred2013-04-30$300,393
Benefits paid (including direct rollovers)2013-04-30$261,939
Total plan assets at end of year2013-04-30$145
Total plan assets at beginning of year2013-04-30$95
Total contributions received or receivable from participants2013-04-30$19,490
Net income (gross income less expenses)2013-04-30$-1,050
Net plan assets at end of year (total assets less liabilities)2013-04-30$-1,055
Net plan assets at beginning of year (total assets less liabilities)2013-04-30$-5
Total contributions received or receivable from employer(s)2013-04-30$279,853
Expenses. Administrative service providers (salaries,fees and commissions)2013-04-30$38,454
2012
Total plan liabilities at end of year2012-04-30$100
Total plan liabilities at beginning of year2012-04-30$462
Total income from all sources2012-04-30$273,954
Expenses. Total of all expenses incurred2012-04-30$277,719
Benefits paid (including direct rollovers)2012-04-30$239,311
Total plan assets at end of year2012-04-30$95
Total plan assets at beginning of year2012-04-30$4,222
Total contributions received or receivable from participants2012-04-30$12,491
Net income (gross income less expenses)2012-04-30$-3,765
Net plan assets at end of year (total assets less liabilities)2012-04-30$-5
Net plan assets at beginning of year (total assets less liabilities)2012-04-30$3,760
Total contributions received or receivable from employer(s)2012-04-30$261,463
Expenses. Administrative service providers (salaries,fees and commissions)2012-04-30$38,408
2011
Total plan liabilities at end of year2011-04-30$462
Total plan liabilities at beginning of year2011-04-30$124
Total income from all sources2011-04-30$282,575
Expenses. Total of all expenses incurred2011-04-30$286,165
Benefits paid (including direct rollovers)2011-04-30$257,509
Total plan assets at end of year2011-04-30$4,222
Total plan assets at beginning of year2011-04-30$7,474
Total contributions received or receivable from participants2011-04-30$23,314
Other income received2011-04-30$1,535
Net income (gross income less expenses)2011-04-30$-3,590
Net plan assets at end of year (total assets less liabilities)2011-04-30$3,760
Net plan assets at beginning of year (total assets less liabilities)2011-04-30$7,350
Total contributions received or receivable from employer(s)2011-04-30$257,726
Expenses. Administrative service providers (salaries,fees and commissions)2011-04-30$28,656

Form 5500 Responses

2016
2016-05-01Type of plan entitySingle employer plan
2016-05-01Plan funding arrangement – TrustYes
2016-05-01Plan benefit arrangement - TrustYes
2015
2015-05-01Type of plan entitySingle employer plan
2015-05-01Plan funding arrangement – TrustYes
2015-05-01Plan benefit arrangement - TrustYes
2014
2014-05-01Type of plan entitySingle employer plan
2014-05-01Plan funding arrangement – TrustYes
2014-05-01Plan benefit arrangement - TrustYes
2013
2013-05-01Type of plan entitySingle employer plan
2013-05-01Plan funding arrangement – TrustYes
2013-05-01Plan benefit arrangement - TrustYes
2012
2012-05-01Type of plan entitySingle employer plan
2012-05-01Plan funding arrangement – TrustYes
2012-05-01Plan benefit arrangement - TrustYes
2011
2011-05-01Type of plan entitySingle employer plan
2011-05-01Plan funding arrangement – TrustYes
2011-05-01Plan benefit arrangement - TrustYes
2009
2009-05-01Type of plan entitySingle employer plan
2009-05-01First time form 5500 has been submittedYes
2009-05-01Plan funding arrangement – TrustYes
2009-05-01Plan benefit arrangement - TrustYes
2009-04-01Type of plan entitySingle employer plan
2009-04-01This submission is the final filingYes
2009-04-01This return/report is a short plan year return/report (less than 12 months)Yes
2009-04-01Plan funding arrangement – InsuranceYes
2009-04-01Plan benefit arrangement – InsuranceYes
2008
2008-04-01Type of plan entitySingle employer plan
2008-04-01This submission is the final filingNo
2008-04-01Plan funding arrangement – InsuranceYes
2008-04-01Plan benefit arrangement – InsuranceYes
2007
2007-04-01Type of plan entitySingle employer plan
2007-04-01This submission is the final filingNo
2007-04-01Plan funding arrangement – InsuranceYes
2007-04-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

INDEPENDENT AMERICAN INSURANCE (National Association of Insurance Commissioners NAIC id number: 26581 )
Policy contract numberB15062
Policy instance 1
Insurance contract or identification numberB15062
Number of Individuals Covered20
Insurance policy start date2015-05-01
Insurance policy end date2016-04-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $18,079
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $60,269
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees7457
Additional information about fees paid to insurance brokerBROKER FEE
Insurance broker organization code?3
Insurance broker nameHUB INTERNATIONAL
COMPANION LIFE (National Association of Insurance Commissioners NAIC id number: 77828 )
Policy contract numberCS0205
Policy instance 1
Insurance contract or identification numberCS0205
Number of Individuals Covered24
Insurance policy start date2014-05-01
Insurance policy end date2015-04-30
Total amount of commissions paid to insurance brokerUSD $26,459
Total amount of fees paid to insurance companyUSD $8,099
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $84,238
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,615
Amount paid for insurance broker fees4050
Additional information about fees paid to insurance brokerBROKER FEE
Insurance broker organization code?3
Insurance broker nameKEY BENEFIT ADMINISTRATORS
COMPANION LIFE (National Association of Insurance Commissioners NAIC id number: 77828 )
Policy contract numberCS0205
Policy instance 1
Insurance contract or identification numberCS0205
Number of Individuals Covered20
Insurance policy start date2013-05-01
Insurance policy end date2014-04-30
Total amount of commissions paid to insurance brokerUSD $26,459
Total amount of fees paid to insurance companyUSD $8,099
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $99,322
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,615
Amount paid for insurance broker fees4050
Additional information about fees paid to insurance brokerBROKER FEE
Insurance broker organization code?3
Insurance broker nameKEY BENEFIT ADMINISTRATORS
CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 67369 )
Policy contract number606600
Policy instance 1
Insurance contract or identification number606600
Number of Individuals Covered29
Insurance policy start date2012-05-01
Insurance policy end date2013-04-30
Total amount of commissions paid to insurance brokerUSD $11,996
Total amount of fees paid to insurance companyUSD $21,728
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $32,461
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $11,996
Amount paid for insurance broker fees21728
Additional information about fees paid to insurance brokerADMINISTRATION OF PLAN
Insurance broker organization code?3
Insurance broker nameCIGNA HEALTH & LIFE INSURANCE CO.
CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 67369 )
Policy contract number606600
Policy instance 1
Insurance contract or identification number606600
Number of Individuals Covered29
Insurance policy start date2011-05-01
Insurance policy end date2012-04-30
Total amount of commissions paid to insurance brokerUSD $11,996
Total amount of fees paid to insurance companyUSD $21,728
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $67,554
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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