401k Plan data: HUNSAKER & ASSOCIATES IRVINE, INC. PROFIT SHARING PLAN plan

HUNSAKER & ASSOCIATES IRVINE, INC. PROFIT SHARING PLAN 401k Plan overview

Plan Name	HUNSAKER & ASSOCIATES IRVINE, INC. PROFIT SHARING PLAN
Plan identification number	001

HUNSAKER & ASSOCIATES IRVINE, INC. PROFIT SHARING 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.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

HUNSAKER ASSOCIATES has sponsored the creation of one or more 401k plans.

Company Name: HUNSAKER ASSOCIATES

Employer identification number (EIN): 953123103

NAIC Classification: 541330
NAIC Description: Engineering Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HUNSAKER & ASSOCIATES IRVINE, INC. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2024-01-01 DOUGLAS STALEY
001 2024-01-01 DOUGLAS STALEY
001 2023-01-01
001 2023-01-01 DOUGLAS STALEY
001 2022-01-01
001 2022-01-01 JNYBERG
001 2021-01-01
001 2021-01-01 JNYBERG
001 2020-01-01
001 2020-01-01
001 2020-01-01
001 2019-01-01
001 2017-01-01 JOHN NYBERG JOHN NYBERG 2018-10-12
001 2016-01-01 JOHN NYBERG JOHN NYBERG 2017-10-13
001 2015-01-01 JOHN NYBERG JOHN NYBERG 2016-10-13
001 2015-01-01 JOHN NYBERG JOHN NYBERG 2016-10-13
001 2014-01-01 JOHN NYBERG JOHN NYBERG 2015-10-09
001 2014-01-01 JOHN NYBERG JOHN NYBERG 2015-10-09
001 2013-01-01 JOHN NYBERG JOHN NYBERG 2014-10-09
001 2012-01-01 JOHN NYBERG
001 2011-01-01 JOHN NYBERG
001 2010-01-01 JOHN NYBERG JOHN NYBERG 2011-10-06
001 2009-01-01 JEFF D. WILLIAMS
001 2008-01-01

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2024-01-01	DOUGLAS STALEY
001	2024-01-01	DOUGLAS STALEY
001	2023-01-01
001	2023-01-01	DOUGLAS STALEY
001	2022-01-01
001	2022-01-01	JNYBERG
001	2021-01-01
001	2021-01-01	JNYBERG
001	2020-01-01
001	2020-01-01
001	2020-01-01
001	2019-01-01
001	2017-01-01	JOHN NYBERG	JOHN NYBERG	2018-10-12
001	2016-01-01	JOHN NYBERG	JOHN NYBERG	2017-10-13
001	2015-01-01	JOHN NYBERG	JOHN NYBERG	2016-10-13
001	2015-01-01	JOHN NYBERG	JOHN NYBERG	2016-10-13
001	2014-01-01	JOHN NYBERG	JOHN NYBERG	2015-10-09
001	2014-01-01	JOHN NYBERG	JOHN NYBERG	2015-10-09
001	2013-01-01	JOHN NYBERG	JOHN NYBERG	2014-10-09
001	2012-01-01	JOHN NYBERG
001	2011-01-01	JOHN NYBERG
001	2010-01-01	JOHN NYBERG	JOHN NYBERG	2011-10-06
001	2009-01-01	JEFF D. WILLIAMS
001	2008-01-01

Plan Statistics for HUNSAKER & ASSOCIATES IRVINE, INC. PROFIT SHARING PLAN

401k plan membership statisitcs for HUNSAKER & ASSOCIATES IRVINE, INC. PROFIT SHARING PLAN

Measure Date Value
2023: HUNSAKER & ASSOCIATES IRVINE, INC. PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 238
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 186
Number of retired or separated participants receiving benefits 2023-01-01 2
Number of other retired or separated participants entitled to future benefits 2023-01-01 36
Total of all active and inactive participants 2023-01-01 224
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 224
Number of participants with account balances 2023-01-01 38
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 3
2022: HUNSAKER & ASSOCIATES IRVINE, INC. PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 229
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 191
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 46
Total of all active and inactive participants 2022-01-01 238
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 238
Number of participants with account balances 2022-01-01 238
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 2
2021: HUNSAKER & ASSOCIATES IRVINE, INC. PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 238
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 189
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 37
Total of all active and inactive participants 2021-01-01 227
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 227
Number of participants with account balances 2021-01-01 227
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 1
2020: HUNSAKER & ASSOCIATES IRVINE, INC. PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 240
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 194
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 43
Total of all active and inactive participants 2020-01-01 237
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 237
Number of participants with account balances 2020-01-01 237
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: HUNSAKER & ASSOCIATES IRVINE, INC. PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 232
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 192
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 48
Total of all active and inactive participants 2019-01-01 240
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 240
Number of participants with account balances 2019-01-01 240
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2017: HUNSAKER & ASSOCIATES IRVINE, INC. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 241
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 194
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 43
Total of all active and inactive participants 2017-01-01 237
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 237
Number of participants with account balances 2017-01-01 237
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 1
2016: HUNSAKER & ASSOCIATES IRVINE, INC. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 241
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 195
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 41
Total of all active and inactive participants 2016-01-01 236
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 236
Number of participants with account balances 2016-01-01 235
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 1
2015: HUNSAKER & ASSOCIATES IRVINE, INC. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 209
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 183
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 53
Total of all active and inactive participants 2015-01-01 236
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 236
Number of participants with account balances 2015-01-01 236
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 3
2014: HUNSAKER & ASSOCIATES IRVINE, INC. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 191
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 162
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 40
Total of all active and inactive participants 2014-01-01 202
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 202
Number of participants with account balances 2014-01-01 202
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: HUNSAKER & ASSOCIATES IRVINE, INC. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 175
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 147
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 39
Total of all active and inactive participants 2013-01-01 186
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 186
Number of participants with account balances 2013-01-01 173
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: HUNSAKER & ASSOCIATES IRVINE, INC. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 179
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 126
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 48
Total of all active and inactive participants 2012-01-01 174
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 174
Number of participants with account balances 2012-01-01 173
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: HUNSAKER & ASSOCIATES IRVINE, INC. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 221
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 116
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 60
Total of all active and inactive participants 2011-01-01 176
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 176
Number of participants with account balances 2011-01-01 168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 1
2010: HUNSAKER & ASSOCIATES IRVINE, INC. PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 253
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 119
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 100
Total of all active and inactive participants 2010-01-01 219
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 219
Number of participants with account balances 2010-01-01 219
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: HUNSAKER & ASSOCIATES IRVINE, INC. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 320
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 117
Number of retired or separated participants receiving benefits 2009-01-01 26
Number of other retired or separated participants entitled to future benefits 2009-01-01 110
Total of all active and inactive participants 2009-01-01 253
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 253
Number of participants with account balances 2009-01-01 249
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 11

Measure	Date	Value
2023: HUNSAKER & ASSOCIATES IRVINE, INC. PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	238
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	186
Number of retired or separated participants receiving benefits	2023-01-01	2
Number of other retired or separated participants entitled to future benefits	2023-01-01	36
Total of all active and inactive participants	2023-01-01	224
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	224
Number of participants with account balances	2023-01-01	38
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	3
2022: HUNSAKER & ASSOCIATES IRVINE, INC. PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	229
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	191
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	46
Total of all active and inactive participants	2022-01-01	238
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	238
Number of participants with account balances	2022-01-01	238
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	2
2021: HUNSAKER & ASSOCIATES IRVINE, INC. PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	238
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	189
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	37
Total of all active and inactive participants	2021-01-01	227
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	227
Number of participants with account balances	2021-01-01	227
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	1
2020: HUNSAKER & ASSOCIATES IRVINE, INC. PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	240
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	194
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	43
Total of all active and inactive participants	2020-01-01	237
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	237
Number of participants with account balances	2020-01-01	237
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: HUNSAKER & ASSOCIATES IRVINE, INC. PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	232
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	192
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	48
Total of all active and inactive participants	2019-01-01	240
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	240
Number of participants with account balances	2019-01-01	240
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2017: HUNSAKER & ASSOCIATES IRVINE, INC. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	241
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	194
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	43
Total of all active and inactive participants	2017-01-01	237
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	237
Number of participants with account balances	2017-01-01	237
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	1
2016: HUNSAKER & ASSOCIATES IRVINE, INC. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	241
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	195
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	41
Total of all active and inactive participants	2016-01-01	236
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	236
Number of participants with account balances	2016-01-01	235
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	1
2015: HUNSAKER & ASSOCIATES IRVINE, INC. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	209
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	183
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	53
Total of all active and inactive participants	2015-01-01	236
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	236
Number of participants with account balances	2015-01-01	236
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	3
2014: HUNSAKER & ASSOCIATES IRVINE, INC. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	191
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	162
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	40
Total of all active and inactive participants	2014-01-01	202
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	202
Number of participants with account balances	2014-01-01	202
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: HUNSAKER & ASSOCIATES IRVINE, INC. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	175
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	147
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	39
Total of all active and inactive participants	2013-01-01	186
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	186
Number of participants with account balances	2013-01-01	173
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: HUNSAKER & ASSOCIATES IRVINE, INC. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	179
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	126
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	48
Total of all active and inactive participants	2012-01-01	174
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	174
Number of participants with account balances	2012-01-01	173
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: HUNSAKER & ASSOCIATES IRVINE, INC. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	221
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	116
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	60
Total of all active and inactive participants	2011-01-01	176
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	176
Number of participants with account balances	2011-01-01	168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	1
2010: HUNSAKER & ASSOCIATES IRVINE, INC. PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	253
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	119
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	100
Total of all active and inactive participants	2010-01-01	219
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	219
Number of participants with account balances	2010-01-01	219
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: HUNSAKER & ASSOCIATES IRVINE, INC. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	320
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	117
Number of retired or separated participants receiving benefits	2009-01-01	26
Number of other retired or separated participants entitled to future benefits	2009-01-01	110
Total of all active and inactive participants	2009-01-01	253
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	253
Number of participants with account balances	2009-01-01	249
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	11

Financial Data on HUNSAKER & ASSOCIATES IRVINE, INC. PROFIT SHARING PLAN

Measure	Date	Value
2023 : HUNSAKER & ASSOCIATES IRVINE, INC. PROFIT SHARING PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets	2023-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$0
Total income from all sources (including contributions)	2023-12-31	$11,527,014
Total loss/gain on sale of assets	2023-12-31	$0
Total of all expenses incurred	2023-12-31	$5,857,617
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-12-31	$5,717,054
Expenses. Certain deemed distributions of participant loans	2023-12-31	$13,614
Value of total corrective distributions	2023-12-31	$1,089
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-12-31	$3,085,254
Value of total assets at end of year	2023-12-31	$58,092,760
Value of total assets at beginning of year	2023-12-31	$52,423,363
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-12-31	$125,860
Total interest from all sources	2023-12-31	$250,527
Total dividends received (eg from common stock, registered investment company shares)	2023-12-31	$1,402,230
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2023-12-31	$1,402,230
Was this plan covered by a fidelity bond	2023-12-31	Yes
Value of fidelity bond cover	2023-12-31	$500,000
If this is an individual account plan, was there a blackout period	2023-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2023-12-31	No
Contributions received from participants	2023-12-31	$2,394,501
Participant contributions at end of year	2023-12-31	$830,623
Participant contributions at beginning of year	2023-12-31	$812,938
Other income not declared elsewhere	2023-12-31	$-49,578
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Value of net income/loss	2023-12-31	$5,669,397
Value of net assets at end of year (total assets less liabilities)	2023-12-31	$58,092,760
Value of net assets at beginning of year (total assets less liabilities)	2023-12-31	$52,423,363
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-12-31	No
Were any leases to which the plan was party in default or uncollectible	2023-12-31	No
Investment advisory and management fees	2023-12-31	$50,620
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-12-31	$43,346,828
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-12-31	$33,862,046
Value of interest in pooled separate accounts at end of year	2023-12-31	$4,262,862
Value of interest in pooled separate accounts at beginning of year	2023-12-31	$3,866,218
Interest on participant loans	2023-12-31	$44,262
Interest earned on other investments	2023-12-31	$206,265
Value of interest in common/collective trusts at end of year	2023-12-31	$0
Value of interest in common/collective trusts at beginning of year	2023-12-31	$3,396,447
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2023-12-31	$9,652,447
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2023-12-31	$10,485,714
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-12-31	$5,662,685
Net investment gain/loss from pooled separate accounts	2023-12-31	$459,712
Net investment gain or loss from common/collective trusts	2023-12-31	$716,184
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-12-31	No
Was there a failure to transmit to the plan any participant contributions	2023-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2023-12-31	No
Contributions received in cash from employer	2023-12-31	$690,753
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-12-31	$5,717,054
Contract administrator fees	2023-12-31	$58,740
Did the plan have assets held for investment	2023-12-31	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	2023-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-12-31	No
Opinion of an independent qualified public accountant for this plan	2023-12-31	Unqualified
Accountancy firm name	2023-12-31	WRIGHT FORD YOUNG & CO
Accountancy firm EIN	2023-12-31	953288054
Total unrealized appreciation/depreciation of assets	2023-01-01	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-01-01	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-01-01	$0
Total income from all sources (including contributions)	2023-01-01	$11,527,014
Total loss/gain on sale of assets	2023-01-01	$0
Total of all expenses incurred	2023-01-01	$5,857,617
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-01-01	$5,717,054
Expenses. Certain deemed distributions of participant loans	2023-01-01	$13,614
Value of total corrective distributions	2023-01-01	$1,089
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-01-01	$3,085,254
Value of total assets at end of year	2023-01-01	$58,092,760
Value of total assets at beginning of year	2023-01-01	$52,423,363
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-01-01	$125,860
Total interest from all sources	2023-01-01	$250,527
Total dividends received (eg from common stock, registered investment company shares)	2023-01-01	$1,402,230
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-01-01	No
Total dividends received from registered investment company shares (eg mutual funds)	2023-01-01	$1,402,230
Was this plan covered by a fidelity bond	2023-01-01	Yes
Value of fidelity bond cover	2023-01-01	$500,000
If this is an individual account plan, was there a blackout period	2023-01-01	No
Were there any nonexempt tranactions with any party-in-interest	2023-01-01	No
Contributions received from participants	2023-01-01	$2,394,501
Participant contributions at end of year	2023-01-01	$830,623
Participant contributions at beginning of year	2023-01-01	$812,938
Other income not declared elsewhere	2023-01-01	$-49,578
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-01-01	No
Value of net income/loss	2023-01-01	$5,669,397
Value of net assets at end of year (total assets less liabilities)	2023-01-01	$58,092,760
Value of net assets at beginning of year (total assets less liabilities)	2023-01-01	$52,423,363
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-01-01	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-01-01	No
Were any leases to which the plan was party in default or uncollectible	2023-01-01	No
Investment advisory and management fees	2023-01-01	$50,620
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-01-01	$43,346,828
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-01-01	$33,862,046
Value of interest in pooled separate accounts at end of year	2023-01-01	$4,262,862
Value of interest in pooled separate accounts at beginning of year	2023-01-01	$3,866,218
Interest on participant loans	2023-01-01	$44,262
Interest earned on other investments	2023-01-01	$206,265
Value of interest in common/collective trusts at end of year	2023-01-01	$0
Value of interest in common/collective trusts at beginning of year	2023-01-01	$3,396,447
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2023-01-01	$9,652,447
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2023-01-01	$10,485,714
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-01-01	$5,662,685
Net investment gain/loss from pooled separate accounts	2023-01-01	$459,712
Net investment gain or loss from common/collective trusts	2023-01-01	$716,184
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-01-01	No
Was there a failure to transmit to the plan any participant contributions	2023-01-01	Yes
Has the plan failed to provide any benefit when due under the plan	2023-01-01	No
Contributions received in cash from employer	2023-01-01	$690,753
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-01-01	$5,717,054
Contract administrator fees	2023-01-01	$58,740
Did the plan have assets held for investment	2023-01-01	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	2023-01-01	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-01-01	No
Opinion of an independent qualified public accountant for this plan	2023-01-01	1
Accountancy firm name	2023-01-01	WRIGHT FORD YOUNG & CO
Accountancy firm EIN	2023-01-01	953288054
2022 : HUNSAKER & ASSOCIATES IRVINE, INC. PROFIT SHARING PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-5,738,377
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$2,544,809
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$2,435,941
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$2,850,774
Value of total assets at end of year	2022-12-31	$52,423,363
Value of total assets at beginning of year	2022-12-31	$60,706,549
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$108,868
Total interest from all sources	2022-12-31	$213,240
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$743,283
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$743,283
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$2,265,677
Participant contributions at end of year	2022-12-31	$812,938
Participant contributions at beginning of year	2022-12-31	$777,619
Other income not declared elsewhere	2022-12-31	$58
Administrative expenses (other) incurred	2022-12-31	$225
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-8,283,186
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$52,423,363
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$60,706,549
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Investment advisory and management fees	2022-12-31	$49,000
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$33,862,046
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$39,700,459
Value of interest in pooled separate accounts at end of year	2022-12-31	$3,866,218
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$4,244,746
Interest on participant loans	2022-12-31	$39,770
Interest earned on other investments	2022-12-31	$173,470
Value of interest in common/collective trusts at end of year	2022-12-31	$3,396,447
Value of interest in common/collective trusts at beginning of year	2022-12-31	$5,271,881
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$10,485,714
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$10,711,844
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-7,116,772
Net investment gain/loss from pooled separate accounts	2022-12-31	$-405,595
Net investment gain or loss from common/collective trusts	2022-12-31	$-2,023,365
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$585,097
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$2,435,941
Contract administrator fees	2022-12-31	$59,643
Did the plan have assets held for investment	2022-12-31	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	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	WRIGHT FORD YOUNG & CO
Accountancy firm EIN	2022-12-31	953288054
Total unrealized appreciation/depreciation of assets	2022-01-01	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-01-01	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-01-01	$0
Total income from all sources (including contributions)	2022-01-01	$-5,738,377
Total loss/gain on sale of assets	2022-01-01	$0
Total of all expenses incurred	2022-01-01	$2,544,809
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-01-01	$2,435,941
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-01-01	$2,850,774
Value of total assets at end of year	2022-01-01	$52,423,363
Value of total assets at beginning of year	2022-01-01	$60,706,549
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-01-01	$108,868
Total interest from all sources	2022-01-01	$213,240
Total dividends received (eg from common stock, registered investment company shares)	2022-01-01	$743,283
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-01-01	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-01-01	$743,283
Was this plan covered by a fidelity bond	2022-01-01	Yes
Value of fidelity bond cover	2022-01-01	$500,000
If this is an individual account plan, was there a blackout period	2022-01-01	No
Were there any nonexempt tranactions with any party-in-interest	2022-01-01	No
Contributions received from participants	2022-01-01	$2,265,677
Participant contributions at end of year	2022-01-01	$812,938
Participant contributions at beginning of year	2022-01-01	$777,619
Other income not declared elsewhere	2022-01-01	$58
Administrative expenses (other) incurred	2022-01-01	$225
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-01-01	No
Value of net income/loss	2022-01-01	$-8,283,186
Value of net assets at end of year (total assets less liabilities)	2022-01-01	$52,423,363
Value of net assets at beginning of year (total assets less liabilities)	2022-01-01	$60,706,549
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-01-01	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-01-01	No
Were any leases to which the plan was party in default or uncollectible	2022-01-01	No
Investment advisory and management fees	2022-01-01	$49,000
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-01-01	$33,862,046
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-01-01	$39,700,459
Value of interest in pooled separate accounts at end of year	2022-01-01	$3,866,218
Value of interest in pooled separate accounts at beginning of year	2022-01-01	$4,244,746
Interest on participant loans	2022-01-01	$39,770
Interest earned on other investments	2022-01-01	$173,470
Value of interest in common/collective trusts at end of year	2022-01-01	$3,396,447
Value of interest in common/collective trusts at beginning of year	2022-01-01	$5,271,881
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-01-01	$10,485,714
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-01-01	$10,711,844
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-01-01	$-7,116,772
Net investment gain/loss from pooled separate accounts	2022-01-01	$-405,595
Net investment gain or loss from common/collective trusts	2022-01-01	$-2,023,365
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-01-01	No
Was there a failure to transmit to the plan any participant contributions	2022-01-01	No
Has the plan failed to provide any benefit when due under the plan	2022-01-01	No
Contributions received in cash from employer	2022-01-01	$585,097
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-01-01	$2,435,941
Contract administrator fees	2022-01-01	$59,643
Did the plan have assets held for investment	2022-01-01	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	2022-01-01	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-01-01	No
Opinion of an independent qualified public accountant for this plan	2022-01-01	1
Accountancy firm name	2022-01-01	WRIGHT FORD YOUNG & CO
Accountancy firm EIN	2022-01-01	953288054
2021 : HUNSAKER & ASSOCIATES IRVINE, INC. PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$10,012,479
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$3,287,742
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$3,146,680
Value of total corrective distributions	2021-12-31	$4,448
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$2,494,081
Value of total assets at end of year	2021-12-31	$60,706,549
Value of total assets at beginning of year	2021-12-31	$53,981,812
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$136,614
Total interest from all sources	2021-12-31	$229,908
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$733,130
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$733,130
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$2,010,151
Participant contributions at end of year	2021-12-31	$777,619
Participant contributions at beginning of year	2021-12-31	$953,899
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$17,042
Other income not declared elsewhere	2021-12-31	$202
Administrative expenses (other) incurred	2021-12-31	$136,614
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$6,724,737
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$60,706,549
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$53,981,812
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$39,700,459
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$38,302,798
Value of interest in pooled separate accounts at end of year	2021-12-31	$4,244,746
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$3,178,612
Interest on participant loans	2021-12-31	$44,713
Interest earned on other investments	2021-12-31	$185,195
Value of interest in common/collective trusts at end of year	2021-12-31	$5,271,881
Value of interest in common/collective trusts at beginning of year	2021-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$10,711,844
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$11,546,503
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$5,163,578
Net investment gain/loss from pooled separate accounts	2021-12-31	$623,754
Net investment gain or loss from common/collective trusts	2021-12-31	$767,826
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$466,888
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$3,146,680
Did the plan have assets held for investment	2021-12-31	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	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	WRIGHT FORD YOUNG & CO
Accountancy firm EIN	2021-12-31	953288054
2020 : HUNSAKER & ASSOCIATES IRVINE, INC. PROFIT SHARING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$7,349,483
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$4,809,806
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$4,686,724
Value of total corrective distributions	2020-12-31	$22,466
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$2,342,003
Value of total assets at end of year	2020-12-31	$53,981,812
Value of total assets at beginning of year	2020-12-31	$51,442,135
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$100,616
Total interest from all sources	2020-12-31	$291,961
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$592,775
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$592,775
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$1,884,647
Participant contributions at end of year	2020-12-31	$953,899
Participant contributions at beginning of year	2020-12-31	$787,162
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$5,035
Other income not declared elsewhere	2020-12-31	$-64,230
Administrative expenses (other) incurred	2020-12-31	$100,616
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$2,539,677
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$53,981,812
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$51,442,135
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$38,302,798
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$40,016,027
Value of interest in pooled separate accounts at end of year	2020-12-31	$3,178,612
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$1,214,103
Interest on participant loans	2020-12-31	$50,284
Interest earned on other investments	2020-12-31	$241,677
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$11,546,503
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$9,424,843
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$3,898,910
Net investment gain/loss from pooled separate accounts	2020-12-31	$288,064
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$452,321
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$4,686,724
Did the plan have assets held for investment	2020-12-31	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	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	WRIGHT FORD YOUNG & CO
Accountancy firm EIN	2020-12-31	953288054
2019 : HUNSAKER & ASSOCIATES IRVINE, INC. PROFIT SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$11,307,289
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$2,364,712
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$2,266,987
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$2,709,523
Value of total assets at end of year	2019-12-31	$51,442,135
Value of total assets at beginning of year	2019-12-31	$42,499,558
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$97,725
Total interest from all sources	2019-12-31	$257,265
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$981,456
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$981,456
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$2,017,132
Participant contributions at end of year	2019-12-31	$787,162
Participant contributions at beginning of year	2019-12-31	$699,287
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$65,841
Other income not declared elsewhere	2019-12-31	$-37,594
Administrative expenses (other) incurred	2019-12-31	$97,725
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$8,942,577
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$51,442,135
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$42,499,558
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$40,016,027
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$31,279,551
Value of interest in pooled separate accounts at end of year	2019-12-31	$1,214,103
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$1,421,384
Interest on participant loans	2019-12-31	$39,991
Interest earned on other investments	2019-12-31	$217,274
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$9,424,843
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$9,099,336
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$7,205,118
Net investment gain/loss from pooled separate accounts	2019-12-31	$191,521
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$626,550
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$2,266,987
Did the plan have assets held for investment	2019-12-31	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	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	WRIGHT FORD YOUNG & CO
Accountancy firm EIN	2019-12-31	953288054
2018 : HUNSAKER & ASSOCIATES IRVINE, INC. PROFIT SHARING PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$789,367
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$2,486,931
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$2,286,118
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$2,589,583
Value of total assets at end of year	2018-12-31	$42,499,558
Value of total assets at beginning of year	2018-12-31	$44,197,122
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$200,813
Total interest from all sources	2018-12-31	$227,036
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$636,688
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$636,688
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$1,907,864
Participant contributions at end of year	2018-12-31	$699,287
Participant contributions at beginning of year	2018-12-31	$664,274
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$11,348
Other income not declared elsewhere	2018-12-31	$90,052
Administrative expenses (other) incurred	2018-12-31	$200,813
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-1,697,564
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$42,499,558
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$44,197,122
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$31,279,551
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$32,810,966
Value of interest in pooled separate accounts at end of year	2018-12-31	$1,421,384
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$1,282,787
Interest on participant loans	2018-12-31	$33,025
Interest earned on other investments	2018-12-31	$194,011
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$9,099,336
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$9,439,095
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-2,681,734
Net investment gain/loss from pooled separate accounts	2018-12-31	$-72,258
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$670,371
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$2,286,118
Did the plan have assets held for investment	2018-12-31	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	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	WRIGHT FORD YOUNG & CO
Accountancy firm EIN	2018-12-31	953288054
2017 : HUNSAKER & ASSOCIATES IRVINE, INC. PROFIT SHARING PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$8,253,890
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$903,416
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$810,294
Value of total corrective distributions	2017-12-31	$6,106
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$2,598,012
Value of total assets at end of year	2017-12-31	$44,197,122
Value of total assets at beginning of year	2017-12-31	$36,846,648
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$87,016
Total interest from all sources	2017-12-31	$173,936
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$510,154
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$510,154
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$1,824,754
Participant contributions at end of year	2017-12-31	$664,274
Participant contributions at beginning of year	2017-12-31	$609,073
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$17,894
Other income not declared elsewhere	2017-12-31	$46,727
Administrative expenses (other) incurred	2017-12-31	$87,016
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$7,350,474
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$44,197,122
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$36,846,648
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$32,810,966
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$27,084,377
Value of interest in pooled separate accounts at end of year	2017-12-31	$1,282,787
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$1,468,478
Interest on participant loans	2017-12-31	$26,886
Interest earned on other investments	2017-12-31	$147,050
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$9,439,095
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$7,684,720
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$4,762,214
Net investment gain/loss from pooled separate accounts	2017-12-31	$162,847
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$755,364
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$810,294
Did the plan have assets held for investment	2017-12-31	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	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	WRIGHT FORD YOUNG & CO
Accountancy firm EIN	2017-12-31	953288054
2016 : HUNSAKER & ASSOCIATES IRVINE, INC. PROFIT SHARING PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$4,672,795
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$1,130,668
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$1,066,520
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$2,058,852
Value of total assets at end of year	2016-12-31	$36,846,648
Value of total assets at beginning of year	2016-12-31	$33,304,521
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$64,148
Total interest from all sources	2016-12-31	$158,808
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$336,702
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$336,702
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$1,605,747
Participant contributions at end of year	2016-12-31	$609,073
Participant contributions at beginning of year	2016-12-31	$618,185
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$8,531
Other income not declared elsewhere	2016-12-31	$53,954
Administrative expenses (other) incurred	2016-12-31	$64,148
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$3,542,127
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$36,846,648
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$33,304,521
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$27,084,377
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$24,279,344
Value of interest in pooled separate accounts at end of year	2016-12-31	$1,468,478
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$1,203,849
Interest on participant loans	2016-12-31	$24,017
Interest earned on other investments	2016-12-31	$134,791
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$7,684,720
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$7,203,143
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$1,977,858
Net investment gain/loss from pooled separate accounts	2016-12-31	$86,621
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$444,574
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$1,066,520
Did the plan have assets held for investment	2016-12-31	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	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	WRIGHT FORD YOUNG & CO
Accountancy firm EIN	2016-12-31	953288054
2015 : HUNSAKER & ASSOCIATES IRVINE, INC. PROFIT SHARING PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$2,284,243
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$3,493,419
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$3,431,984
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$2,318,713
Value of total assets at end of year	2015-12-31	$33,304,521
Value of total assets at beginning of year	2015-12-31	$34,513,697
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$61,435
Total interest from all sources	2015-12-31	$155,132
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$369,148
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$369,148
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$1,466,549
Participant contributions at end of year	2015-12-31	$618,185
Participant contributions at beginning of year	2015-12-31	$538,849
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$498,432
Other income not declared elsewhere	2015-12-31	$56,448
Administrative expenses (other) incurred	2015-12-31	$61,435
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$-1,209,176
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$33,304,521
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$34,513,697
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$24,279,344
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$25,947,710
Value of interest in pooled separate accounts at end of year	2015-12-31	$1,203,849
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$1,118,886
Interest on participant loans	2015-12-31	$23,001
Interest earned on other investments	2015-12-31	$132,131
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$7,203,143
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$6,908,252
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-593,585
Net investment gain/loss from pooled separate accounts	2015-12-31	$-21,613
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$353,732
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$3,431,984
Did the plan have assets held for investment	2015-12-31	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	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	WRIGHT FORD YOUNG & CO
Accountancy firm EIN	2015-12-31	953288054
2014 : HUNSAKER & ASSOCIATES IRVINE, INC. PROFIT SHARING PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$3,390,262
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$1,085,216
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$982,700
Value of total corrective distributions	2014-12-31	$30,118
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$1,700,371
Value of total assets at end of year	2014-12-31	$34,513,697
Value of total assets at beginning of year	2014-12-31	$32,208,651
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$72,398
Total interest from all sources	2014-12-31	$140,028
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$301,765
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$301,765
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$1,172,256
Participant contributions at end of year	2014-12-31	$538,849
Participant contributions at beginning of year	2014-12-31	$483,941
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$280,212
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2014-12-31	$0
Other income not declared elsewhere	2014-12-31	$92,270
Administrative expenses (other) incurred	2014-12-31	$72,398
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$2,305,046
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$34,513,697
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$32,208,651
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$25,947,710
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$23,974,868
Value of interest in pooled separate accounts at end of year	2014-12-31	$1,118,886
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$1,034,227
Interest on participant loans	2014-12-31	$20,876
Interest earned on other investments	2014-12-31	$119,152
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$6,908,252
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$6,715,615
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$1,103,649
Net investment gain/loss from pooled separate accounts	2014-12-31	$52,179
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$247,903
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$982,700
Did the plan have assets held for investment	2014-12-31	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	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	WRIGHT FORD YOUNG & CO
Accountancy firm EIN	2014-12-31	953288054
2013 : HUNSAKER & ASSOCIATES IRVINE, INC. PROFIT SHARING PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$43,881
Total income from all sources (including contributions)	2013-12-31	$5,293,532
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$927,080
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$852,625
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$834,386
Value of total assets at end of year	2013-12-31	$32,208,651
Value of total assets at beginning of year	2013-12-31	$27,886,080
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$74,455
Total interest from all sources	2013-12-31	$157,334
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$247,750
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$247,750
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$500,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$819,277
Participant contributions at end of year	2013-12-31	$483,941
Participant contributions at beginning of year	2013-12-31	$463,059
Participant contributions at end of year	2013-12-31	$0
Participant contributions at beginning of year	2013-12-31	$33,040
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$15,109
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2013-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2013-12-31	$43,881
Other income not declared elsewhere	2013-12-31	$71,356
Administrative expenses (other) incurred	2013-12-31	$74,455
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$4,366,452
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$32,208,651
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$27,842,199
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$23,974,868
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$19,285,037
Value of interest in pooled separate accounts at end of year	2013-12-31	$1,034,227
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$935,012
Interest on participant loans	2013-12-31	$19,403
Interest earned on other investments	2013-12-31	$137,931
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$6,715,615
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$7,169,932
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$3,884,242
Net investment gain/loss from pooled separate accounts	2013-12-31	$98,464
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$852,625
Did the plan have assets held for investment	2013-12-31	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	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	WRIGHT FORD YOUNG & CO
Accountancy firm EIN	2013-12-31	953288054
2012 : HUNSAKER & ASSOCIATES IRVINE, INC. PROFIT SHARING PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$43,881
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$3,546,185
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$1,337,813
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$1,267,787
Value of total corrective distributions	2012-12-31	$3,568
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$651,360
Value of total assets at end of year	2012-12-31	$27,886,080
Value of total assets at beginning of year	2012-12-31	$25,633,827
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$66,458
Total interest from all sources	2012-12-31	$178,651
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$283,775
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$283,775
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$500,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$631,353
Participant contributions at end of year	2012-12-31	$463,059
Participant contributions at beginning of year	2012-12-31	$420,117
Participant contributions at end of year	2012-12-31	$33,040
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$20,007
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2012-12-31	$43,881
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2012-12-31	$0
Other income not declared elsewhere	2012-12-31	$72,143
Administrative expenses (other) incurred	2012-12-31	$66,458
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$2,208,372
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$27,842,199
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$25,633,827
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$19,285,037
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$18,320,122
Value of interest in pooled separate accounts at end of year	2012-12-31	$935,012
Value of interest in pooled separate accounts at beginning of year	2012-12-31	$848,609
Interest on participant loans	2012-12-31	$19,137
Interest earned on other investments	2012-12-31	$159,514
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$7,169,932
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$6,044,979
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$2,272,763
Net investment gain/loss from pooled separate accounts	2012-12-31	$87,493
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$1,267,787
Did the plan have assets held for investment	2012-12-31	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	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	WRIGHT FORD YOUNG & CO
Accountancy firm EIN	2012-12-31	953288054
2011 : HUNSAKER & ASSOCIATES IRVINE, INC. PROFIT SHARING PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$240,859
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$1,581,784
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$1,528,429
Expenses. Certain deemed distributions of participant loans	2011-12-31	$-356
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$723,250
Value of total assets at end of year	2011-12-31	$25,633,827
Value of total assets at beginning of year	2011-12-31	$26,974,752
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$53,711
Total interest from all sources	2011-12-31	$169,297
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$270,786
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	$270,786
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$1,000,000
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	$639,750
Participant contributions at end of year	2011-12-31	$420,117
Participant contributions at beginning of year	2011-12-31	$451,095
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$83,500
Other income not declared elsewhere	2011-12-31	$72,997
Administrative expenses (other) incurred	2011-12-31	$53,711
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	$-1,340,925
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$25,633,827
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$26,974,752
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	$18,320,122
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$21,373,227
Value of interest in pooled separate accounts at end of year	2011-12-31	$848,609
Value of interest in pooled separate accounts at beginning of year	2011-12-31	$53,720
Interest on participant loans	2011-12-31	$19,147
Interest earned on other investments	2011-12-31	$150,150
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$6,044,979
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$5,096,710
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-995,471
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$1,528,429
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
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	WRIGHT FORD YOUNG & CO.
Accountancy firm EIN	2011-12-31	953288054
2010 : HUNSAKER & ASSOCIATES IRVINE, INC. PROFIT SHARING PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$3,167,471
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$2,564,277
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$2,530,148
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$539,462
Value of total assets at end of year	2010-12-31	$26,974,752
Value of total assets at beginning of year	2010-12-31	$26,371,558
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$34,129
Total interest from all sources	2010-12-31	$68,288
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$144,691
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	$144,691
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2010-12-31	Yes
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$539,462
Participant contributions at end of year	2010-12-31	$451,095
Participant contributions at beginning of year	2010-12-31	$280,092
Participant contributions at beginning of year	2010-12-31	$29,211
Administrative expenses (other) incurred	2010-12-31	$34,129
Total non interest bearing cash at beginning of year	2010-12-31	$14,103
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	$603,194
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$26,974,752
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$26,371,558
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	$21,373,227
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$23,037,270
Value of interest in pooled separate accounts at end of year	2010-12-31	$53,720
Value of interest in pooled separate accounts at beginning of year	2010-12-31	$0
Interest on participant loans	2010-12-31	$17,461
Interest earned on other investments	2010-12-31	$50,827
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$5,096,710
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$3,010,882
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$2,415,030
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$2,530,148
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2010-12-31	Yes
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
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	WRIGHT FORD YOUNG & COMPANY
Accountancy firm EIN	2010-12-31	953288054

Form 5500 Responses for HUNSAKER & ASSOCIATES IRVINE, INC. PROFIT SHARING PLAN

2023: HUNSAKER & ASSOCIATES IRVINE, INC. PROFIT SHARING PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Submission has been amended	No
2023-01-01	This submission is the final filing	No
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Insurance	Yes
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement – Insurance	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: HUNSAKER & ASSOCIATES IRVINE, INC. PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: HUNSAKER & ASSOCIATES IRVINE, INC. PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: HUNSAKER & ASSOCIATES IRVINE, INC. PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	Yes
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: HUNSAKER & ASSOCIATES IRVINE, INC. PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2017: HUNSAKER & ASSOCIATES IRVINE, INC. PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: HUNSAKER & ASSOCIATES IRVINE, INC. PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: HUNSAKER & ASSOCIATES IRVINE, INC. PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: HUNSAKER & ASSOCIATES IRVINE, INC. PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: HUNSAKER & ASSOCIATES IRVINE, INC. PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: HUNSAKER & ASSOCIATES IRVINE, INC. PROFIT SHARING 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	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: HUNSAKER & ASSOCIATES IRVINE, INC. PROFIT SHARING 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 – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: HUNSAKER & ASSOCIATES IRVINE, INC. PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: HUNSAKER & ASSOCIATES IRVINE, INC. PROFIT SHARING 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 – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes
2008: HUNSAKER & ASSOCIATES IRVINE, INC. PROFIT SHARING PLAN 2008 form 5500 responses
2008-01-01	Type of plan entity	Single employer plan
2008-01-01	Submission has been amended	Yes
2008-01-01	This submission is the final filing	No
2008-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2008-01-01	Plan is a collectively bargained plan	No

Insurance Providers Used on plan

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )

Policy contract number

556721-01

Policy instance

Insurance contract or identification number	556721-01
Number of Individuals Covered	214
Insurance policy start date	2023-01-01
Insurance policy end date	2023-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )

Policy contract number

041598

Policy instance

Insurance contract or identification number	041598
Number of Individuals Covered	238
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )

Policy contract number

041598

Policy instance

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )

Policy contract number

041598

Policy instance

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )

Policy contract number

041598

Policy instance

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )

Policy contract number

041598

Policy instance

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )

Policy contract number

041598

Policy instance

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )

Policy contract number

041598

Policy instance

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )

Policy contract number

041598

Policy instance

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )

Policy contract number

041598

Policy instance

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )

Policy contract number

041598

Policy instance

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

48079

Policy instance

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )

Policy contract number

041598

Policy instance

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Company Name:	HUNSAKER ASSOCIATES
Employer identification number (EIN):	953123103
NAIC Classification:	541330
NAIC Description:	Engineering Services