401k Plan data: MT. HOOD 401(K) RETIREMENT SAVINGS PLAN plan

MT. HOOD 401(K) RETIREMENT SAVINGS PLAN 401k Plan overview

Plan Name	MT. HOOD 401(K) RETIREMENT SAVINGS PLAN
Plan identification number	001

MT. HOOD 401(K) RETIREMENT SAVINGS 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.
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

CUMMINGS & LUTES, LLC has sponsored the creation of one or more 401k plans.

Company Name: CUMMINGS & LUTES, LLC

Employer identification number (EIN): 270819180

NAIC Classification: 323100

Additional information about CUMMINGS & LUTES, LLC

Jurisdiction of Incorporation: Washington Secretary of State Corporations Division

Incorporation Date: 2009-08-26

Company Identification Number: 602949807

Legal Registered Office Address: 13037 BEL RED RD STE 100

BELLEVUE
United States of America (USA)
980052619

More information about CUMMINGS & LUTES, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MT. HOOD 401(K) RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 LEONARD LUTES 2023-10-06
001 2021-01-01 LEONARD LUTES 2022-06-27 LEONARD LUTES 2022-06-27
001 2020-01-01 LEONARD LUTES 2021-06-30
001 2018-01-01 LEONARD LUTES 2019-06-20
001 2017-01-01 LEONARD LUTES 2018-07-18
001 2016-01-01 LEONARD LUTES 2017-07-31
001 2015-01-01 LEONARD LUTES LEONARD LUTES 2016-06-10
001 2014-01-01 LEONARD LUTES LEONARD LUTES 2015-07-26
001 2014-01-01 2015-07-26
001 2013-01-01 LEONARD LUTES LEONARD LUTES 2014-07-30
001 2012-01-01 LEONARD A. LUTES LEONARD A. LUTES 2013-07-23
001 2011-01-01 LEONARD A. LUTES
001 2009-01-01 GRANT G. CUMMINGS LEONARD LUTES 2010-07-22

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01	LEONARD LUTES	2023-10-06
001	2021-01-01	LEONARD LUTES	2022-06-27	LEONARD LUTES	2022-06-27
001	2020-01-01	LEONARD LUTES	2021-06-30
001	2018-01-01	LEONARD LUTES	2019-06-20
001	2017-01-01	LEONARD LUTES	2018-07-18
001	2016-01-01	LEONARD LUTES	2017-07-31
001	2015-01-01	LEONARD LUTES		LEONARD LUTES	2016-06-10
001	2014-01-01	LEONARD LUTES		LEONARD LUTES	2015-07-26
001	2014-01-01		2015-07-26
001	2013-01-01	LEONARD LUTES		LEONARD LUTES	2014-07-30
001	2012-01-01	LEONARD A. LUTES		LEONARD A. LUTES	2013-07-23
001	2011-01-01	LEONARD A. LUTES
001	2009-01-01	GRANT G. CUMMINGS		LEONARD LUTES	2010-07-22

Plan Statistics for MT. HOOD 401(K) RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for MT. HOOD 401(K) RETIREMENT SAVINGS PLAN

Measure Date Value
2015: MT. HOOD 401(K) RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 29
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 8
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 17
Total of all active and inactive participants 2015-01-01 25
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 1
Total participants 2015-01-01 26
Number of participants with account balances 2015-01-01 22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 3
2014: MT. HOOD 401(K) RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 34
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 10
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 18
Total of all active and inactive participants 2014-01-01 28
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 1
Total participants 2014-01-01 29
Number of participants with account balances 2014-01-01 2
2013: MT. HOOD 401(K) RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 31
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 14
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 19
Total of all active and inactive participants 2013-01-01 33
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 1
Total participants 2013-01-01 34
Number of participants with account balances 2013-01-01 27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: MT. HOOD 401(K) RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 32
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 11
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 20
Total of all active and inactive participants 2012-01-01 31
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 1
Total participants 2012-01-01 32
Number of participants with account balances 2012-01-01 27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: MT. HOOD 401(K) RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 33
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 11
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 20
Total of all active and inactive participants 2011-01-01 31
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 1
Total participants 2011-01-01 32
Number of participants with account balances 2011-01-01 27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: MT. HOOD 401(K) RETIREMENT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 47
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 15
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 25
Total of all active and inactive participants 2009-01-01 40
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 1
Total participants 2009-01-01 41
Number of participants with account balances 2009-01-01 35
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 2

Measure	Date	Value
2015: MT. HOOD 401(K) RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	29
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	8
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	17
Total of all active and inactive participants	2015-01-01	25
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	1
Total participants	2015-01-01	26
Number of participants with account balances	2015-01-01	22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	3
2014: MT. HOOD 401(K) RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	34
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	10
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	18
Total of all active and inactive participants	2014-01-01	28
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	1
Total participants	2014-01-01	29
Number of participants with account balances	2014-01-01	2
2013: MT. HOOD 401(K) RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	31
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	14
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	19
Total of all active and inactive participants	2013-01-01	33
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	1
Total participants	2013-01-01	34
Number of participants with account balances	2013-01-01	27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: MT. HOOD 401(K) RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	32
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	11
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	20
Total of all active and inactive participants	2012-01-01	31
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	1
Total participants	2012-01-01	32
Number of participants with account balances	2012-01-01	27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: MT. HOOD 401(K) RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	33
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	11
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	20
Total of all active and inactive participants	2011-01-01	31
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	1
Total participants	2011-01-01	32
Number of participants with account balances	2011-01-01	27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: MT. HOOD 401(K) RETIREMENT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	47
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	15
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	25
Total of all active and inactive participants	2009-01-01	40
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	1
Total participants	2009-01-01	41
Number of participants with account balances	2009-01-01	35
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	2

Financial Data on MT. HOOD 401(K) RETIREMENT SAVINGS PLAN

Measure	Date	Value
2015 : MT. HOOD 401(K) RETIREMENT SAVINGS PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$5,419
Expenses. Total of all expenses incurred	2015-12-31	$195,402
Benefits paid (including direct rollovers)	2015-12-31	$172,434
Total plan assets at end of year	2015-12-31	$1,099,409
Total plan assets at beginning of year	2015-12-31	$1,289,392
Value of fidelity bond covering the plan	2015-12-31	$300,000
Total contributions received or receivable from participants	2015-12-31	$3,000
Other income received	2015-12-31	$2,136
Net income (gross income less expenses)	2015-12-31	$-189,983
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$1,099,409
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$1,289,392
Assets. Value of participant loans	2015-12-31	$31,809
Total contributions received or receivable from employer(s)	2015-12-31	$283
Value of certain deemed distributions of participant loans	2015-12-31	$21,758
Value of corrective distributions	2015-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$1,210
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : MT. HOOD 401(K) RETIREMENT SAVINGS PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$58,551
Expenses. Total of all expenses incurred	2014-12-31	$75,708
Benefits paid (including direct rollovers)	2014-12-31	$75,325
Total plan assets at end of year	2014-12-31	$1,289,392
Total plan assets at beginning of year	2014-12-31	$1,306,549
Value of fidelity bond covering the plan	2014-12-31	$300,000
Total contributions received or receivable from participants	2014-12-31	$13,872
Other income received	2014-12-31	$42,352
Net income (gross income less expenses)	2014-12-31	$-17,157
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,289,392
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,306,549
Assets. Value of participant loans	2014-12-31	$70,173
Total contributions received or receivable from employer(s)	2014-12-31	$2,327
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$383
2013 : MT. HOOD 401(K) RETIREMENT SAVINGS PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$222,756
Expenses. Total of all expenses incurred	2013-12-31	$113,623
Benefits paid (including direct rollovers)	2013-12-31	$113,420
Total plan assets at end of year	2013-12-31	$1,306,549
Total plan assets at beginning of year	2013-12-31	$1,197,416
Value of fidelity bond covering the plan	2013-12-31	$300,000
Total contributions received or receivable from participants	2013-12-31	$12,417
Expenses. Other expenses not covered elsewhere	2013-12-31	$203
Other income received	2013-12-31	$208,288
Net income (gross income less expenses)	2013-12-31	$109,133
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,306,549
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,197,416
Assets. Value of participant loans	2013-12-31	$46,733
Total contributions received or receivable from employer(s)	2013-12-31	$2,051
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : MT. HOOD 401(K) RETIREMENT SAVINGS PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$151,615
Expenses. Total of all expenses incurred	2012-12-31	$63
Total plan assets at end of year	2012-12-31	$1,197,416
Total plan assets at beginning of year	2012-12-31	$1,045,864
Value of fidelity bond covering the plan	2012-12-31	$300,000
Total contributions received or receivable from participants	2012-12-31	$11,512
Other income received	2012-12-31	$138,375
Net income (gross income less expenses)	2012-12-31	$151,552
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,197,416
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,045,864
Assets. Value of participant loans	2012-12-31	$23,609
Total contributions received or receivable from employer(s)	2012-12-31	$1,728
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$63
2011 : MT. HOOD 401(K) RETIREMENT SAVINGS PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$-53,145
Expenses. Total of all expenses incurred	2011-12-31	$133,951
Benefits paid (including direct rollovers)	2011-12-31	$133,718
Total plan assets at end of year	2011-12-31	$1,045,864
Total plan assets at beginning of year	2011-12-31	$1,232,960
Value of fidelity bond covering the plan	2011-12-31	$300,000
Total contributions received or receivable from participants	2011-12-31	$7,084
Other income received	2011-12-31	$-61,160
Net income (gross income less expenses)	2011-12-31	$-187,096
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,045,864
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,232,960
Assets. Value of participant loans	2011-12-31	$37,123
Total contributions received or receivable from employer(s)	2011-12-31	$931
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$233
2010 : MT. HOOD 401(K) RETIREMENT SAVINGS PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$139,049
Expenses. Total of all expenses incurred	2010-12-31	$159,486
Benefits paid (including direct rollovers)	2010-12-31	$159,163
Total plan assets at end of year	2010-12-31	$1,232,960
Total plan assets at beginning of year	2010-12-31	$1,253,397
Value of fidelity bond covering the plan	2010-12-31	$300,000
Total contributions received or receivable from participants	2010-12-31	$14,719
Other income received	2010-12-31	$122,635
Net income (gross income less expenses)	2010-12-31	$-20,437
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,232,960
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,253,397
Assets. Value of participant loans	2010-12-31	$43,180
Total contributions received or receivable from employer(s)	2010-12-31	$1,695
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$323

Form 5500 Responses for MT. HOOD 401(K) RETIREMENT SAVINGS PLAN

2015: MT. HOOD 401(K) RETIREMENT SAVINGS 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 – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: MT. HOOD 401(K) RETIREMENT SAVINGS 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 – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: MT. HOOD 401(K) RETIREMENT SAVINGS 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 – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: MT. HOOD 401(K) RETIREMENT SAVINGS 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 – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: MT. HOOD 401(K) RETIREMENT SAVINGS PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: MT. HOOD 401(K) RETIREMENT SAVINGS PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	CUMMINGS & LUTES, LLC
Employer identification number (EIN):	270819180
NAIC Classification:	323100

Jurisdiction of Incorporation:	Washington Secretary of State Corporations Division
Incorporation Date:	2009-08-26
Company Identification Number:	602949807
Legal Registered Office Address:	13037 BEL RED RD STE 100 BELLEVUE United States of America (USA) 980052619