HUBER, ERICKSON & BOWMAN, CPAS has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan HUBER, ERICKSON & BOWMAN 401K RETIREMENT SAVINGS PLAN
401k plan membership statisitcs for HUBER, ERICKSON & BOWMAN 401K RETIREMENT SAVINGS PLAN
| Measure | Date | Value |
|---|
| 2022: HUBER, ERICKSON & BOWMAN 401K RETIREMENT SAVINGS PLAN 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-01-01 | 34 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 28 |
| Number of retired or separated participants receiving benefits | 2022-01-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 7 |
| Total of all active and inactive participants | 2022-01-01 | 36 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
| Total participants | 2022-01-01 | 36 |
| Number of participants with account balances | 2022-01-01 | 36 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
| 2021: HUBER, ERICKSON & BOWMAN 401K RETIREMENT SAVINGS PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-01-01 | 31 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 23 |
| Number of retired or separated participants receiving benefits | 2021-01-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 7 |
| Total of all active and inactive participants | 2021-01-01 | 31 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
| Total participants | 2021-01-01 | 31 |
| Number of participants with account balances | 2021-01-01 | 31 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 2 |
| 2020: HUBER, ERICKSON & BOWMAN 401K RETIREMENT SAVINGS PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 33 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 22 |
| Number of retired or separated participants receiving benefits | 2020-01-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 9 |
| Total of all active and inactive participants | 2020-01-01 | 32 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
| Total participants | 2020-01-01 | 32 |
| Number of participants with account balances | 2020-01-01 | 32 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 1 |
| 2019: HUBER, ERICKSON & BOWMAN 401K RETIREMENT SAVINGS PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 31 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 22 |
| Number of retired or separated participants receiving benefits | 2019-01-01 | 2 |
| Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 9 |
| Total of all active and inactive participants | 2019-01-01 | 33 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
| Total participants | 2019-01-01 | 33 |
| Number of participants with account balances | 2019-01-01 | 33 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 2 |
| 2018: HUBER, ERICKSON & BOWMAN 401K RETIREMENT SAVINGS PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 34 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 20 |
| Number of retired or separated participants receiving benefits | 2018-01-01 | 2 |
| Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 9 |
| Total of all active and inactive participants | 2018-01-01 | 31 |
| Total participants | 2018-01-01 | 31 |
| Number of participants with account balances | 2018-01-01 | 31 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 1 |
| 2017: HUBER, ERICKSON & BOWMAN 401K RETIREMENT SAVINGS PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 45 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 18 |
| Number of retired or separated participants receiving benefits | 2017-01-01 | 3 |
| Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 13 |
| Total of all active and inactive participants | 2017-01-01 | 34 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
| Total participants | 2017-01-01 | 34 |
| Number of participants with account balances | 2017-01-01 | 34 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 2 |
| 2016: HUBER, ERICKSON & BOWMAN 401K RETIREMENT SAVINGS PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 41 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 21 |
| Number of retired or separated participants receiving benefits | 2016-01-01 | 2 |
| Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 20 |
| Total of all active and inactive participants | 2016-01-01 | 43 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
| Total participants | 2016-01-01 | 43 |
| Number of participants with account balances | 2016-01-01 | 43 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 5 |
| 2015: HUBER, ERICKSON & BOWMAN 401K RETIREMENT SAVINGS PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 44 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 27 |
| Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 13 |
| Total of all active and inactive participants | 2015-01-01 | 40 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
| Total participants | 2015-01-01 | 40 |
| Number of participants with account balances | 2015-01-01 | 40 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 3 |
| 2014: HUBER, ERICKSON & BOWMAN 401K RETIREMENT SAVINGS PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 47 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 33 |
| Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 11 |
| Total of all active and inactive participants | 2014-01-01 | 44 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
| Total participants | 2014-01-01 | 44 |
| Number of participants with account balances | 2014-01-01 | 44 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 2 |
| 2013: HUBER, ERICKSON & BOWMAN 401K RETIREMENT SAVINGS PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 43 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 32 |
| Number of retired or separated participants receiving benefits | 2013-01-01 | 2 |
| Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 13 |
| Total of all active and inactive participants | 2013-01-01 | 47 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
| Total participants | 2013-01-01 | 47 |
| Number of participants with account balances | 2013-01-01 | 47 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 2 |
| 2012: HUBER, ERICKSON & BOWMAN 401K RETIREMENT SAVINGS PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 48 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 30 |
| Number of retired or separated participants receiving benefits | 2012-01-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 12 |
| Total of all active and inactive participants | 2012-01-01 | 43 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
| Total participants | 2012-01-01 | 43 |
| Number of participants with account balances | 2012-01-01 | 43 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 4 |
| 2011: HUBER, ERICKSON & BOWMAN 401K RETIREMENT SAVINGS PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 53 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 34 |
| Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 14 |
| Total of all active and inactive participants | 2011-01-01 | 48 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
| Total participants | 2011-01-01 | 48 |
| Number of participants with account balances | 2011-01-01 | 48 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 5 |
| 2010: HUBER, ERICKSON & BOWMAN 401K RETIREMENT SAVINGS PLAN 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-01-01 | 50 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 39 |
| Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 13 |
| Total of all active and inactive participants | 2010-01-01 | 52 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 1 |
| Total participants | 2010-01-01 | 53 |
| Number of participants with account balances | 2010-01-01 | 53 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 2 |
| 2009: HUBER, ERICKSON & BOWMAN 401K RETIREMENT SAVINGS PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 33 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 41 |
| Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 9 |
| Total of all active and inactive participants | 2009-01-01 | 50 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
| Total participants | 2009-01-01 | 50 |
| Number of participants with account balances | 2009-01-01 | 50 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 5 |
| Measure | Date | Value |
|---|
| 2022 : HUBER, ERICKSON & BOWMAN 401K RETIREMENT SAVINGS PLAN 2022 401k financial data |
|---|
| Total income from all sources | 2022-12-31 | $-1,424,155 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $435,656 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $435,656 |
| Total plan assets at end of year | 2022-12-31 | $8,628,086 |
| Total plan assets at beginning of year | 2022-12-31 | $10,487,897 |
| Value of fidelity bond covering the plan | 2022-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2022-12-31 | $224,887 |
| Other income received | 2022-12-31 | $-1,979,093 |
| Net income (gross income less expenses) | 2022-12-31 | $-1,859,811 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $8,628,086 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $10,487,897 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $330,051 |
| 2021 : HUBER, ERICKSON & BOWMAN 401K RETIREMENT SAVINGS PLAN 2021 401k financial data |
|---|
| Total income from all sources | 2021-12-31 | $2,175,187 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $56,142 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $56,142 |
| Total plan assets at end of year | 2021-12-31 | $10,487,897 |
| Total plan assets at beginning of year | 2021-12-31 | $8,368,852 |
| Value of fidelity bond covering the plan | 2021-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2021-12-31 | $181,730 |
| Contributions received from other sources (not participants or employers) | 2021-12-31 | $9,025 |
| Other income received | 2021-12-31 | $1,733,497 |
| Net income (gross income less expenses) | 2021-12-31 | $2,119,045 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $10,487,897 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $8,368,852 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $250,935 |
| 2020 : HUBER, ERICKSON & BOWMAN 401K RETIREMENT SAVINGS PLAN 2020 401k financial data |
|---|
| Total income from all sources | 2020-12-31 | $1,791,290 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $131,821 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $131,821 |
| Total plan assets at end of year | 2020-12-31 | $8,368,852 |
| Total plan assets at beginning of year | 2020-12-31 | $6,709,383 |
| Value of fidelity bond covering the plan | 2020-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2020-12-31 | $187,398 |
| Other income received | 2020-12-31 | $1,344,273 |
| Net income (gross income less expenses) | 2020-12-31 | $1,659,469 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $8,368,852 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $6,709,383 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $259,619 |
| 2019 : HUBER, ERICKSON & BOWMAN 401K RETIREMENT SAVINGS PLAN 2019 401k financial data |
|---|
| Total income from all sources | 2019-12-31 | $1,891,868 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $476,604 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $476,604 |
| Total plan assets at end of year | 2019-12-31 | $6,709,383 |
| Total plan assets at beginning of year | 2019-12-31 | $5,294,119 |
| Value of fidelity bond covering the plan | 2019-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2019-12-31 | $198,495 |
| Contributions received from other sources (not participants or employers) | 2019-12-31 | $43,735 |
| Other income received | 2019-12-31 | $1,406,588 |
| Net income (gross income less expenses) | 2019-12-31 | $1,415,264 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $6,709,383 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $5,294,119 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $243,050 |
| 2018 : HUBER, ERICKSON & BOWMAN 401K RETIREMENT SAVINGS PLAN 2018 401k financial data |
|---|
| Total income from all sources | 2018-12-31 | $52,883 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $656,297 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $656,297 |
| Total plan assets at end of year | 2018-12-31 | $5,294,119 |
| Total plan assets at beginning of year | 2018-12-31 | $5,897,533 |
| Value of fidelity bond covering the plan | 2018-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2018-12-31 | $189,000 |
| Contributions received from other sources (not participants or employers) | 2018-12-31 | $3,507 |
| Other income received | 2018-12-31 | $-373,072 |
| Net income (gross income less expenses) | 2018-12-31 | $-603,414 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $5,294,119 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $5,897,533 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $233,448 |
| 2017 : HUBER, ERICKSON & BOWMAN 401K RETIREMENT SAVINGS PLAN 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $1,345,000 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $757,062 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $757,062 |
| Total plan assets at end of year | 2017-12-31 | $5,897,533 |
| Total plan assets at beginning of year | 2017-12-31 | $5,309,595 |
| Value of fidelity bond covering the plan | 2017-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2017-12-31 | $181,905 |
| Contributions received from other sources (not participants or employers) | 2017-12-31 | $18,643 |
| Other income received | 2017-12-31 | $920,697 |
| Net income (gross income less expenses) | 2017-12-31 | $587,938 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $5,897,533 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $5,309,595 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $223,755 |
| 2016 : HUBER, ERICKSON & BOWMAN 401K RETIREMENT SAVINGS PLAN 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $964,018 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $666,790 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $666,790 |
| Total plan assets at end of year | 2016-12-31 | $5,309,595 |
| Total plan assets at beginning of year | 2016-12-31 | $5,012,367 |
| Value of fidelity bond covering the plan | 2016-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2016-12-31 | $205,520 |
| Other income received | 2016-12-31 | $516,206 |
| Net income (gross income less expenses) | 2016-12-31 | $297,228 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $5,309,595 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $5,012,367 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $242,292 |
| 2015 : HUBER, ERICKSON & BOWMAN 401K RETIREMENT SAVINGS PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $489,810 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $297,985 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $297,985 |
| Total plan assets at end of year | 2015-12-31 | $5,012,367 |
| Total plan assets at beginning of year | 2015-12-31 | $4,820,542 |
| Value of fidelity bond covering the plan | 2015-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $168,936 |
| Contributions received from other sources (not participants or employers) | 2015-12-31 | $140,460 |
| Other income received | 2015-12-31 | $-82,906 |
| Net income (gross income less expenses) | 2015-12-31 | $191,825 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $5,012,367 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $4,820,542 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $263,320 |
| 2014 : HUBER, ERICKSON & BOWMAN 401K RETIREMENT SAVINGS PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $629,404 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $118,874 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $118,793 |
| Total plan assets at end of year | 2014-12-31 | $4,820,542 |
| Total plan assets at beginning of year | 2014-12-31 | $4,310,012 |
| Value of fidelity bond covering the plan | 2014-12-31 | $480,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $141,735 |
| Other income received | 2014-12-31 | $192,661 |
| Net income (gross income less expenses) | 2014-12-31 | $510,530 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $4,820,542 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $4,310,012 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $295,008 |
| Value of corrective distributions | 2014-12-31 | $81 |
| 2013 : HUBER, ERICKSON & BOWMAN 401K RETIREMENT SAVINGS PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $1,241,062 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $17,336 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $17,336 |
| Total plan assets at end of year | 2013-12-31 | $4,310,012 |
| Total plan assets at beginning of year | 2013-12-31 | $3,086,286 |
| Value of fidelity bond covering the plan | 2013-12-31 | $44,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $173,874 |
| Other income received | 2013-12-31 | $783,630 |
| Net income (gross income less expenses) | 2013-12-31 | $1,223,726 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $4,310,012 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $3,086,286 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $283,558 |
| 2012 : HUBER, ERICKSON & BOWMAN 401K RETIREMENT SAVINGS PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $716,422 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $869,501 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $869,501 |
| Total plan assets at end of year | 2012-12-31 | $3,086,286 |
| Total plan assets at beginning of year | 2012-12-31 | $3,239,365 |
| Value of fidelity bond covering the plan | 2012-12-31 | $310,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $145,940 |
| Other income received | 2012-12-31 | $319,987 |
| Net income (gross income less expenses) | 2012-12-31 | $-153,079 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $3,086,286 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $3,239,365 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $250,495 |
| Funding deficiency by the employer to the plan for this plan year | 2012-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2012-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2012-12-31 | $0 |
| 2011 : HUBER, ERICKSON & BOWMAN 401K RETIREMENT SAVINGS PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $363,431 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $261,493 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $261,493 |
| Total plan assets at end of year | 2011-12-31 | $3,239,365 |
| Total plan assets at beginning of year | 2011-12-31 | $3,137,427 |
| Value of fidelity bond covering the plan | 2011-12-31 | $330,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $213,189 |
| Other income received | 2011-12-31 | $-55,036 |
| Net income (gross income less expenses) | 2011-12-31 | $101,938 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $3,239,365 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $3,137,427 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $205,278 |
| Funding deficiency by the employer to the plan for this plan year | 2011-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2011-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2011-12-31 | $0 |
| 2010 : HUBER, ERICKSON & BOWMAN 401K RETIREMENT SAVINGS PLAN 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $816,403 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $207,920 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $207,920 |
| Total plan assets at end of year | 2010-12-31 | $3,137,427 |
| Total plan assets at beginning of year | 2010-12-31 | $2,528,944 |
| Value of fidelity bond covering the plan | 2010-12-31 | $320,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $235,176 |
| Other income received | 2010-12-31 | $352,530 |
| Net income (gross income less expenses) | 2010-12-31 | $608,483 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $3,137,427 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $2,528,944 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $228,697 |
| Funding deficiency by the employer to the plan for this plan year | 2010-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2010-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2010-12-31 | $0 |
| 2009 : HUBER, ERICKSON & BOWMAN 401K RETIREMENT SAVINGS PLAN 2009 401k financial data |
|---|
| Funding deficiency by the employer to the plan for this plan year | 2009-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2009-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2009-12-31 | $0 |
| 2022: HUBER, ERICKSON & BOWMAN 401K RETIREMENT SAVINGS PLAN 2022 form 5500 responses |
|---|
| 2022-01-01 | Type of plan entity | Single employer plan |
| 2022-01-01 | Plan funding arrangement – Insurance | Yes |
| 2022-01-01 | Plan funding arrangement – Trust | Yes |
| 2022-01-01 | Plan benefit arrangement - Trust | Yes |
| 2021: HUBER, ERICKSON & BOWMAN 401K RETIREMENT SAVINGS PLAN 2021 form 5500 responses |
|---|
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | Plan funding arrangement – Insurance | Yes |
| 2021-01-01 | Plan funding arrangement – Trust | Yes |
| 2021-01-01 | Plan benefit arrangement - Trust | Yes |
| 2020: HUBER, ERICKSON & BOWMAN 401K RETIREMENT SAVINGS PLAN 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | Plan funding arrangement – Insurance | Yes |
| 2020-01-01 | Plan funding arrangement – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| 2019: HUBER, ERICKSON & BOWMAN 401K RETIREMENT SAVINGS PLAN 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Plan funding arrangement – Insurance | Yes |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: HUBER, ERICKSON & BOWMAN 401K RETIREMENT SAVINGS PLAN 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Plan funding arrangement – Insurance | Yes |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: HUBER, ERICKSON & BOWMAN 401K RETIREMENT SAVINGS PLAN 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Plan funding arrangement – Insurance | Yes |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: HUBER, ERICKSON & BOWMAN 401K RETIREMENT SAVINGS PLAN 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Plan funding arrangement – Insurance | Yes |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: HUBER, ERICKSON & BOWMAN 401K RETIREMENT SAVINGS PLAN 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Plan funding arrangement – Insurance | Yes |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: HUBER, ERICKSON & BOWMAN 401K RETIREMENT SAVINGS PLAN 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Plan funding arrangement – Insurance | Yes |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: HUBER, ERICKSON & BOWMAN 401K RETIREMENT SAVINGS PLAN 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Plan funding arrangement – Insurance | Yes |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: HUBER, ERICKSON & BOWMAN 401K RETIREMENT SAVINGS PLAN 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Plan funding arrangement – Insurance | Yes |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: HUBER, ERICKSON & BOWMAN 401K RETIREMENT SAVINGS PLAN 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Plan funding arrangement – Insurance | Yes |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2010: HUBER, ERICKSON & BOWMAN 401K RETIREMENT SAVINGS PLAN 2010 form 5500 responses |
|---|
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | Plan funding arrangement – Insurance | Yes |
| 2010-01-01 | Plan funding arrangement – Trust | Yes |
| 2010-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: HUBER, ERICKSON & BOWMAN 401K RETIREMENT SAVINGS PLAN 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Plan funding arrangement – Insurance | Yes |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 120511 |
| Policy instance | 1 |
| Insurance contract or identification number | 120511 | | Number of Individuals Covered | 34 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | Total amount of commissions paid to insurance broker | USD $17,818 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $17,818 | | Insurance broker organization code? | 3 |
|
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 120511 |
| Policy instance | 1 |
| Insurance contract or identification number | 120511 | | Number of Individuals Covered | 31 | | Insurance policy start date | 2021-01-01 | | Insurance policy end date | 2021-12-31 | | Total amount of commissions paid to insurance broker | USD $18,542 | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $18,542 | | Insurance broker organization code? | 3 |
|
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 120511 |
| Policy instance | 1 |
| Insurance contract or identification number | 120511 | | Number of Individuals Covered | 32 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2020-12-31 | | Total amount of commissions paid to insurance broker | USD $13,164 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $13,164 | | Insurance broker organization code? | 3 |
|
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 120511 |
| Policy instance | 1 |
| Insurance contract or identification number | 120511 | | Number of Individuals Covered | 31 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | Total amount of commissions paid to insurance broker | USD $11,880 | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $11,880 | | Insurance broker organization code? | 3 |
|
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 120511 |
| Policy instance | 1 |
| Insurance contract or identification number | 120511 | | Number of Individuals Covered | 31 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | Total amount of commissions paid to insurance broker | USD $11,520 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $11,520 | | Insurance broker organization code? | 3 |
|
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 120511 |
| Policy instance | 1 |
| Insurance contract or identification number | 120511 | | Number of Individuals Covered | 34 | | Total amount of commissions paid to insurance broker | USD $10,975 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $7,863 | | Insurance broker organization code? | 3 | | Insurance broker name | WORLD EQUITY GROUP |
|
| AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 ) |
| Policy contract number | 091664850 |
| Policy instance | 1 |
| Insurance contract or identification number | 091664850 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2015-12-31 | | Total amount of commissions paid to insurance broker | USD $4,082 | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,348 | | Insurance broker organization code? | 3 | | Insurance broker name | BRANDON O PATRICK |
|
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 120511 |
| Policy instance | 2 |
| Insurance contract or identification number | 120511 | | Number of Individuals Covered | 42 | | Total amount of commissions paid to insurance broker | USD $24,504 | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Commission paid to Insurance Broker | USD $12,252 | | Insurance broker organization code? | 3 | | Insurance broker name | AXA NETWORK, LLC |
|
| AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 ) |
| Policy contract number | 091664850 |
| Policy instance | 1 |
| Insurance contract or identification number | 091664850 | | Number of Individuals Covered | 44 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Total amount of commissions paid to insurance broker | USD $4,278 | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | | Commission paid to Insurance Broker | USD $2,995 | | Insurance broker organization code? | 3 | | Insurance broker name | BRANDON O PATRICK |
|
| AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 ) |
| Policy contract number | 091664850 |
| Policy instance | 1 |
| Insurance contract or identification number | 091664850 | | Number of Individuals Covered | 47 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | Total amount of commissions paid to insurance broker | USD $3,405 | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | | Commission paid to Insurance Broker | USD $2,384 | | Insurance broker organization code? | 3 | | Insurance broker name | BRANDON O PATRICK |
|
| AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 ) |
| Policy contract number | 091664850 |
| Policy instance | 1 |
| Insurance contract or identification number | 091664850 | | Number of Individuals Covered | 43 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Total amount of commissions paid to insurance broker | USD $2,881 | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | | Commission paid to Insurance Broker | USD $2,017 | | Insurance broker organization code? | 3 | | Insurance broker name | BRANDON O PATRICK |
|
| AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 ) |
| Policy contract number | 091664850 |
| Policy instance | 1 |
| Insurance contract or identification number | 091664850 | | Number of Individuals Covered | 48 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Total amount of commissions paid to insurance broker | USD $2,940 | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes |
|
| AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 ) |
| Policy contract number | 091664850 |
| Policy instance | 1 |
| Insurance contract or identification number | 091664850 | | Number of Individuals Covered | 53 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-12-31 | | Total amount of commissions paid to insurance broker | USD $2,417 | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes |
|
